AAPL, NVDA, SPY, is real.
Symbol normalization
Yahoo-style symbol forms are normalized automatically. For exampleBRK.B is accepted and resolved to BRK-B. Tickers are matched case-insensitively and uppercased in responses.
Operating companies vs. non-operating instruments
David models two distinct kinds of listed entity, and they expose different datasets. This is intentional: an ETF has no income statement, so David returns an empty list rather than fabricating one.Operating companies
Full issuer surface: financial statements, metrics, earnings, guidance, analyst estimates, issuer SEC filings, corporate actions, insider trades, plus prices, news, events, and holdings.
Non-operating instruments
ETFs, closed-end funds, ETNs, warrants, units, rights, and preferred/depositary shares. They serve prices, benchmark/fund-flow news, instrument repricing events, instrument metadata, and holdings, but not issuer financials.
What non-operating instruments suppress
For tickers such asSPY, QQQ, IWM, DIA, TLT, GLD, closed-end funds, ETNs, warrants, units, rights, and preferred/depositary shares, the following operating-company datasets return empty lists:
- Financial statements (
/financials/*) - Earnings and earnings calendar
- KPI guidance and operating analyst estimates
- Issuer SEC-style filings
- Corporate actions
- Insider trades
For
SPY, David reports the ETF share-price reference separately from the S&P 500 benchmark level, so agents never confuse the fund’s price with the index level.Discovering tickers
Most datasets expose helper endpoints that list the tickers actually present in a scenario, so you don’t have to guess:| Endpoint | Returns |
|---|---|
GET /scenarios/{id} | available_tickers for the scenario |
GET /company/facts/tickers | Tickers with company facts |
GET /prices/tickers | Tickers with price data |
GET /earnings/tickers | Tickers with earnings |
GET /filings/tickers | Tickers with filings |
GET /institutional-holdings/tickers | Tickers with 13F-style holdings |
GET /kpi/metrics/tickers | Tickers with KPI metrics |
Next steps
Company API
Facts, search, and identity endpoints.
Index funds API
Fund constituents and look-through holdings.