> ## Documentation Index
> Fetch the complete documentation index at: https://docs.davidhf.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ticker universe

> Real symbol aliases, instrument types, and which datasets each one serves.

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](/concepts/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.

<CardGroup cols={2}>
  <Card title="Operating companies" icon="building">
    Full issuer surface: financial statements, metrics, earnings, guidance, analyst estimates, issuer SEC filings, corporate actions, insider trades, plus prices, news, events, and holdings.
  </Card>

  <Card title="Non-operating instruments" icon="layer-group">
    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.
  </Card>
</CardGroup>

### 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.

<Info>
  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.
</Info>

## 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

<CardGroup cols={2}>
  <Card title="Company API" icon="building" href="/api-reference/company">
    Facts, search, and identity endpoints.
  </Card>

  <Card title="Index funds API" icon="layer-group" href="/api-reference/index-funds">
    Fund constituents and look-through holdings.
  </Card>
</CardGroup>