Fundamentals & SEC Data

Fundamental data is sourced from SEC EDGAR — the SEC’s public disclosure system for US-listed companies. This includes structured financial statements parsed from 10-K and 10-Q filings, company registration facts, a full filing index, and insider trading activity from Form 4 submissions.

Endpoints

Endpoint	Summary	Key use case
`GET /stocks/income-statements`	Income statements	Revenue, profit, EPS by period
`GET /stocks/balance-sheets`	Balance sheets	Assets, liabilities, equity by period
`GET /stocks/cash-flow-statements`	Cash flow statements	Operating, investing, and financing cash flows
`GET /stocks/company-facts`	Company facts	SEC CIK, SIC code, fiscal year end
`GET /stocks/filings`	SEC filings	Index of 10-K, 10-Q, 8-K, and other filings
`GET /stocks/insider-trades`	Insider trades	Form 4 transactions by insiders

Financial Statements

Endpoints: GET /stocks/income-statements · GET /stocks/balance-sheets · GET /stocks/cash-flow-statements All three statement endpoints share the same filtering interface: ticker (required), period (annual for 10-K, quarterly for 10-Q), limit, and a set of report_date range filters (report_date_gte, report_date_lte, report_date_gt, report_date_lt). Results are ordered by report_date descending.

Income Statement

Revenue, profitability, and per-share metrics for each reporting period. Key fields

Field	What it means
`revenue`	Total revenue (USD)
`cost_of_revenue`	Cost of goods sold
`gross_profit`	Revenue minus cost of revenue
`operating_expenses`	Total operating expenses excluding cost of revenue
`operating_income`	Gross profit minus operating expenses
`net_income`	Net income attributable to the company
`eps`	Basic earnings per share
`eps_diluted`	Diluted EPS — accounts for stock options and convertibles

Balance Sheet

Financial position at the end of each reporting period. Key fields

Field	What it means
`total_assets`	Sum of all assets
`current_assets`	Assets expected to be converted to cash within one year
`cash_and_equivalents`	Cash and short-term liquid investments
`total_liabilities`	Sum of all liabilities
`current_liabilities`	Obligations due within one year
`total_equity`	`total_assets` minus `total_liabilities`
`long_term_debt`	Debt obligations due beyond one year
`retained_earnings`	Cumulative net income retained after dividend payments

Cash Flow Statement

Cash movements across operating, investing, and financing activities. Key fields

Field	What it means
`operating_cash_flow`	Cash generated from core business operations
`capital_expenditures`	Cash spent on property, plant, and equipment — typically stored as a negative number
`free_cash_flow`	`operating_cash_flow + capital_expenditures` (computed field)
`investing_cash_flow`	Net cash from investments and acquisitions
`financing_cash_flow`	Net cash from debt and equity transactions
`dividends_paid`	Cash dividends paid to shareholders — typically negative
`share_repurchases`	Cash used to buy back shares — typically negative
`net_change_in_cash`	Net increase or decrease in cash for the period

Interpretation: free_cash_flow is a computed field. Because capital_expenditures is stored as a negative number (a cash outflow), the formula is addition: operating_cash_flow + capital_expenditures. A negative free_cash_flow is not unusual for companies in heavy investment phases. When to use

Screening stocks by revenue growth or profit margin across quarters
Computing year-over-year changes in financial health metrics
Verifying that a company generates sufficient cash to sustain operations or pay dividends

Example

# Last 4 quarterly income statements for AAPL
curl "https://api.tradewatch.io/stocks/income-statements?ticker=AAPL&period=quarterly&limit=4" \
  -H "api-key: YOUR_API_KEY"

# Annual balance sheets for MSFT since 2020
curl "https://api.tradewatch.io/stocks/balance-sheets?ticker=MSFT&period=annual&report_date_gte=2020-01-01" \
  -H "api-key: YOUR_API_KEY"

Company Facts

Endpoint: GET /stocks/company-facts Returns static company registration information sourced from EDGAR. Useful as a lookup to resolve a ticker to its SEC identifiers or to understand the company’s industry classification. Key fields

Field	What it means
`cik`	SEC Central Index Key — unique EDGAR identifier
`company_name`	Legal name as registered with the SEC
`sic_code`	Standard Industrial Classification code
`sic_description`	Human-readable industry description
`state_of_incorporation`	US state (or country) of legal incorporation
`fiscal_year_end`	Month-day of fiscal year end in `MM-DD` format (e.g. `12-31`)

When to use

Resolving a ticker to its SEC CIK for direct EDGAR lookups or cross-referencing with other SEC data sources
Grouping companies by SIC industry in a screener
Understanding whether a company’s fiscal year aligns with the calendar year when interpreting report_date values

Example

curl "https://api.tradewatch.io/stocks/company-facts?ticker=AAPL" \
  -H "api-key: YOUR_API_KEY"

SEC Filings

Endpoint: GET /stocks/filings Returns an index of SEC EDGAR filings for a company. Includes 10-K (annual report), 10-Q (quarterly report), 8-K (current events/material news), and other filing types. Each record contains the accession number, dates, and a direct link to the document on EDGAR. Key fields

Field	What it means
`accession_number`	Unique EDGAR filing identifier (e.g. `0000320193-23-000077`)
`filing_type`	SEC filing type: `10-K`, `10-Q`, `8-K`, etc.
`filing_date`	Date the document was submitted to the SEC
`report_date`	End date of the period covered by the filing
`file_url`	Direct URL to the filing document on SEC EDGAR

When to use

Linking to source documents from a financial analysis UI
Filtering for 8-K filings to track material events such as earnings releases or acquisitions
Auditing the completeness of structured statement data against the original source filing

Example

# All 10-K filings for AAPL
curl "https://api.tradewatch.io/stocks/filings?ticker=AAPL&filing_type=10-K" \
  -H "api-key: YOUR_API_KEY"

Insider Trades

Endpoint: GET /stocks/insider-trades Returns insider trading activity sourced from SEC Form 4 filings. Form 4 must be filed within two business days of a transaction by company officers, directors, and beneficial owners of more than 10% of a stock class. Results are ordered by filing_date descending. Key fields

Field	What it means
`insider_name`	Name of the reporting insider
`transaction_date`	Date the trade occurred
`filing_date`	Date Form 4 was filed with the SEC
`transaction_type`	Type code: `P` (purchase), `S` (sale), `G` (gift), `A` (conversion), `F` (exercise price payment)
`shares_transaction`	Number of shares involved in the transaction
`price_per_share`	Price per share at time of transaction (USD)
`transaction_value`	Total value — computed as `shares_transaction × price_per_share`
`securities_owned`	Total shares held by the insider after the transaction

Interpretation: Insider purchases (P) are generally viewed as a bullish signal — insiders are buying with personal capital. Insider sales (S) are more ambiguous; they are often pre-planned under 10b5-1 plans and may reflect personal liquidity needs rather than a negative outlook. Filter by transaction_type=P to isolate open-market purchases. When to use

Screening for unusual insider buying activity
Alerting users when an executive makes a large open-market purchase
Cross-referencing insider transactions with earnings announcement dates

Example

# Open-market purchases for AAPL in 2025
curl "https://api.tradewatch.io/stocks/insider-trades?ticker=AAPL&transaction_type=P&filing_date_gte=2025-01-01&filing_date_lte=2025-12-31" \
  -H "api-key: YOUR_API_KEY"

Platform

REST API reference

WebSocket API reference

Endpoints

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Company Facts

SEC Filings

Insider Trades

​Endpoints

​Financial Statements

​Income Statement

​Balance Sheet

​Cash Flow Statement

​Company Facts

​SEC Filings

​Insider Trades

Endpoints

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Company Facts

SEC Filings

Insider Trades