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David uses real exchange-style ticker symbols as identifiers so your existing ticker lists, watchlists, and tooling work without translation. The data behind each symbol is synthetic (see Synthetic data), but the symbol itself, AAPL, NVDA, SPY, is real.

Symbol normalization

Yahoo-style symbol forms are normalized automatically. For example BRK.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 as SPY, 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
They still serve: prices, benchmark/fund-flow news, instrument repricing events, benchmark/underlying metadata, and holdings.
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:
EndpointReturns
GET /scenarios/{id}available_tickers for the scenario
GET /company/facts/tickersTickers with company facts
GET /prices/tickersTickers with price data
GET /earnings/tickersTickers with earnings
GET /filings/tickersTickers with filings
GET /institutional-holdings/tickersTickers with 13F-style holdings
GET /kpi/metrics/tickersTickers with KPI metrics

Next steps

Company API

Facts, search, and identity endpoints.

Index funds API

Fund constituents and look-through holdings.