Data Catalog

What's in the datasets

Two datasets, one catalog: financial fundamentals (Free tier and up) and the smart-money dataset — insider and institutional ownership filings, on the Institutional tier. Browse every queryable field, its SEC XBRL tag, and how the tables relate.

111M+

Total Facts

19,000+

Entities

1993–Now

History

Tables

Schema Browser

Every queryable field across both datasets, with its SEC XBRL tag. Start with how the tables relate, then search the full field list below. Fields from the smart-money dataset carry an

Institutional

tag.

How the catalog tables relate

entity is the hub; every fact ties back to it and to the SEC filing it came from. Hover or focus a table to highlight its joins.

The financials core — the fact-lineage spine. Foreign keys point child → parent.

Core financialsReferenceDerived

Relationships (text)

security references entity via entity_id → cik (many → 1)
filing references entity via entity_id → cik (many → 1)
fact references entity via entity_id → cik (many → 1)
fact references filing via accession_id (many → 1)
fact references standard_concept via standard_concept (many → 1)
standard_concept references taxonomy_guide via standard_concept (many → 1)
ratio references entity via entity_id → cik (many → 1)
references references entity via cik (many → 1)
index_membership references references via cik = cik (many → 1)

Field reference

Field Name	Type	Table	Description	SEC Tag
`cik`	`VARCHAR`	references	SEC Central Index Key — 10-digit unique company identifier (from entity)	`dei:EntityCentralIndexKey`
`name`	`VARCHAR`	references	Legal registered company name (from entity)	`dei:EntityRegistrantName`
`sector`	`VARCHAR`	references	Broad market sector (from entity)	—
`industry`	`VARCHAR`	references	Industry classification description (from entity)	—
`sic_code`	`VARCHAR`	references	Standard Industrial Classification code 4-digit (from entity)	`dei:EntitySICCode`
`status`	`VARCHAR`	references	Entity status: ACTIVE, INACTIVE, or DELISTED (from entity)	—
`entity_type`	`VARCHAR`	references	SEC-defined filer category (from entity)	—
`security_id`	`INTEGER`	references	Surrogate PK of the security record (from security)	—
`symbol`	`VARCHAR`	references	Exchange ticker symbol (from security)	`dei:TradingSymbol`
`exchange`	`VARCHAR`	references	Stock exchange name e.g. NASDAQ, NYSE (from security)	—
`mic`	`VARCHAR`	references	Market Identification Code ISO 10383 (from security)	—
`valid_from`	`DATE`	references	SCD Type 2 start date — when this ticker became active (from security)	—
`valid_to`	`DATE`	references	SCD Type 2 end date — NULL means currently active (from security)	—
`is_active`	`BOOLEAN`	references	TRUE when valid_to IS NULL — use to filter current tickers only (from security). For index membership, JOIN index_membership ON references.cik = index_membership.cik — there is no is_sp500 flag (dropped 2026-05-02 because it was snapshot-only and single-index).	—
`figi`	`VARCHAR`	references	Financial Instrument Global Identifier share-class level (from security)	—
`composite_figi`	`VARCHAR`	references	Composite FIGI at the exchange level (from security)	—
`share_class_figi`	`VARCHAR`	references	Share class FIGI (from security)	—
`cik`	`VARCHAR`	entity	SEC Central Index Key — 10-digit unique company identifier	`dei:EntityCentralIndexKey`
`name`	`VARCHAR`	entity	Legal registered company name	`dei:EntityRegistrantName`
`lei`	`VARCHAR`	entity	Legal Entity Identifier (ISO 17442 20-character code)	—
`industry`	`VARCHAR`	entity	Industry classification description	—
`sector`	`VARCHAR`	entity	Broad market sector (e.g. Technology, Healthcare, Financials)	—
`sic_code`	`VARCHAR`	entity	Standard Industrial Classification code (4-digit)	`dei:EntitySICCode`
`sic_description`	`VARCHAR`	entity	Full SEC SIC industry label (e.g. 'Electronic Computers'). Companion to sic_code — use this when a human-readable string is more useful than the raw 4-digit code.	—
`fiscal_year_end`	`VARCHAR`	entity	Fiscal year end as MMDD (e.g. 1231 = December 31)	—

Showing 25 of 344 fields

Standard Concepts

The canonical standard_concept dictionary — 291 normalized financial concepts that 11,966 raw XBRL tags map onto. Filter fact.standard_concept by any of these for clean, comparable cross-company queries.

Concept	Name	Statement	Definition
`AntidilutiveShares`	Antidilutive Shares	Income Statement	Shares excluded from diluted EPS as antidilutive.
`ClaimsAndBenefits`	Claims And Benefits	Income Statement	Insurance claims and policyholder benefits incurred.
`ClinicalTrialCosts`	Clinical Trial Costs	Income Statement	Costs incurred running clinical trials. Not always disclosed as a separate line — often embedded in R&D. When broken out, reveals development-stage focus.
`CostOfRevenue`	Cost Of Revenue	Income Statement	Direct costs attributable to revenue generation (COGS + COS).
`CurrentIncomeTaxExpense`	Current Income Tax Expense	Income Statement	Aggregated current-period income tax expense (federal + state + foreign). Distinct from the deferred-tax component, which moves through DeferredTaxExpense. Companies that report only an aggregated figure surface here; per-jurisdiction filers expose CurrentTaxFederal / CurrentTaxState / CurrentTaxForeign.
`CurrentTaxFederal`	Current Tax Federal	Income Statement	Federal/national current income tax.
`CurrentTaxForeign`	Current Tax Foreign	Income Statement	Foreign jurisdiction current income tax.
`CurrentTaxState`	Current Tax State	Income Statement	State and local current income tax.
`DeferredTaxExpense`	Deferred Tax Expense	Income Statement	Deferred income tax provision from timing differences.
`DepletionExpense`	Depletion Expense	Income Statement	Period write-down of natural-resource asset basis based on units extracted. Energy/mining specific cousin of depreciation.
`DepreciationAndAmortization`	Depreciation And Amortization	Income Statement	D&A expense from income statement or supplemental disclosure.
`DiscontinuedOpsIncome`	Discontinued Ops Income	Income Statement	Net income from discontinued business segments.
`DividendPerShare`	Dividend Per Share	Income Statement	Cash dividends declared per common share.
`EPSBasic`	EPS Basic	Income Statement	Basic earnings per share (US-GAAP + IFRS).
`EPSBasicAndDiluted`	EPS Basic And Diluted	Income Statement	Combined basic and diluted EPS (equal when no dilutive securities).
`EPSContinuingOpsBasic`	EPS Continuing Ops Basic	Income Statement	Basic EPS from continuing operations.
`EPSContinuingOpsDiluted`	EPS Continuing Ops Diluted	Income Statement	Diluted EPS from continuing operations.
`EPSDiluted`	EPS Diluted	Income Statement	Diluted earnings per share — most conservative, standard for valuation.
`EPSDiscontinuedOps`	EPS Discontinued Ops	Income Statement	EPS from discontinued operations.
`EffectiveTaxRate`	Effective Tax Rate	Income Statement	Effective income tax rate.
`EquityMethodIncome`	Equity Method Income	Income Statement	Share of income from unconsolidated affiliates (20-50% ownership).
`ExplorationCosts`	Exploration Costs	Income Statement	Cost of exploring for new oil/gas/mineral reserves. Often written off in the period (successful efforts vs full cost accounting choice matters here).
`ExplorationExpense`	Exploration Expense	Income Statement	Exploration costs for extractive industries (oil/gas, mining).
`FederalIncomeTax`	Federal Income Tax	Income Statement	US Federal income tax expense/benefit (current + deferred).
`FeesAndCommissions`	Fees And Commissions	Income Statement	Fee and commission income for financial institutions.

Showing 25 of 291 concepts

Example Queries

Copy-ready SQL to get started. Works with DuckDB, Postgres, and the Python SDK.

10-Year Revenue Trend for AAPL

Fetch annual revenue for the past 10 years, point-in-time accurate.

sql

SELECT f.filing_date,  f.report_date,  fa.numeric_value / 1e9 AS revenue_billionsFROM filing fJOIN references r ON f.entity_id = r.cikJOIN fact fa      ON fa.accession_id = f.accession_idWHERE r.symbol = 'AAPL'  AND r.is_active = TRUE  AND fa.standard_concept = 'Revenues'  AND f.form_type = '10-K'ORDER BY f.filing_date DESCLIMIT 10;

Debt-to-Equity Ratio — S&P500 Tech

Screen for leverage across the technology sector using the latest annual filing. Index membership comes from the index_membership table.

sql

SELECT  r.symbol,  r.name                                               AS company_name,  r.sector,  f.filing_date                                        AS annual_filing_date,  debt.numeric_value / 1e9                             AS long_term_debt_billions,  equity.numeric_value / 1e9                           AS equity_billions,  debt.numeric_value / NULLIF(equity.numeric_value, 0) AS debt_to_equityFROM references rJOIN index_membership im ON im.cik = r.cikJOIN LATERAL (  SELECT accession_id, filing_date  FROM filing  WHERE entity_id = r.cik AND form_type = '10-K'  ORDER BY filing_date DESC  LIMIT 1) f ON trueJOIN fact debt   ON debt.accession_id = f.accession_id  AND debt.standard_concept = 'LongTermDebt'JOIN fact equity ON equity.accession_id = f.accession_id  AND equity.standard_concept = 'StockholdersEquity'WHERE im.index_name = 'SP500'  AND im.removal_date IS NULL  AND r.is_active = TRUE  AND r.sector ILIKE '%technology%'ORDER BY debt_to_equity DESC NULLS LAST;

Free Cash Flow — Latest Quarter (S&P500)

Calculate FCF (operating cash flow minus capex) across the S&P500.

sql

SELECT  r.symbol,  r.name                                                              AS company_name,  r.sector,  f.filing_date                                                       AS latest_quarter,  COALESCE(ocf.derived_quarterly_value, ocf.numeric_value) / 1e6     AS ocf_millions,  ABS(COALESCE(capex.derived_quarterly_value, capex.numeric_value)) / 1e6 AS capex_millions,  (COALESCE(ocf.derived_quarterly_value, ocf.numeric_value)    - ABS(COALESCE(capex.derived_quarterly_value, capex.numeric_value))) / 1e6 AS fcf_millionsFROM references rJOIN index_membership im ON im.cik = r.cikJOIN LATERAL (  SELECT accession_id, filing_date  FROM filing  WHERE entity_id = r.cik AND form_type = '10-Q'  ORDER BY filing_date DESC  LIMIT 1) f ON trueJOIN fact ocf   ON ocf.accession_id = f.accession_id  AND ocf.standard_concept = 'NetCashProvidedByUsedInOperatingActivities'JOIN fact capex ON capex.accession_id = f.accession_id  AND capex.standard_concept = 'PaymentsToAcquirePropertyPlantAndEquipment'WHERE im.index_name = 'SP500'  AND im.removal_date IS NULL  AND r.is_active = TRUEORDER BY fcf_millions DESC NULLS LASTLIMIT 20;

Intrinsic Value Screen — S&P500

Screen S&P500 companies by DCF intrinsic value vs current price (margin of safety).

sql

SELECT  r.symbol,  r.name                   AS company_name,  r.sector,  v.valuation_date,  v.model_type,  v.per_share_value,  v.current_price,  v.margin_of_safety,  v.valuation_labelFROM valuation vJOIN references r ON v.entity_id = r.cikJOIN index_membership im ON im.cik = r.cikWHERE im.index_name = 'SP500'  AND im.removal_date IS NULL  AND r.is_active = TRUE  AND v.model_type = 'dcf'  AND v.valuation_date = (    SELECT MAX(valuation_date) FROM valuation WHERE entity_id = v.entity_id  )  AND v.per_share_value IS NOT NULLORDER BY v.margin_of_safety DESC NULLS LASTLIMIT 20;

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