Page tree
Skip to end of metadata
Go to start of metadata

Introduction

dxFeed provides fundamental data from Morningstar, Mergent and Naviga. You can find the description on dxFeed website.

Fundamental Data

Data Scope

The following classes of data are available:

Company related data

AssetClassification

Company

CompanyProfile

CorporateCalendars

FinancialStatementsAOR*

FinancialStatementsRestate*

HistoricalAssetClassification

IndexParticipationByCId

InsiderTradingActivities

LongDescriptions

MergersAndAcquisitions

OperationRatiosAOR*

OperationRatiosRestate*

Segmentation

Share Class related data

AlphaBeta*

CashDividends

ConsensusEstimates*

ConsensusRecommendations*

EarningRatiosAOR*

EarningRatiosRestate*

EarningReportsAOR*

EarningReportsRestate*

HistoricalReturns*

OwnershipDetails*

OwnershipSummary*

Price

PriceStatistics

ShareClass

ShareClassProfile

Spinoffs

StockSplits

TrailingReturns

ValuationRatios*

* - table can be sorted by time range

Please find more detailed information on dxFeed website.

Data format

Fundamental data is available in JSON format.

Data coverage

Fundamentals covers three regions and ~45,000 companies.

Regions

Fundamentals services have different URLs for different regions:

Packages

Package File(s) Coverage-Region Coverage-Companies/Shareclasses Avg History (of years) Additional details

Reference

Company Reference

Global

45000 Co’s

N/A

Share Class (Security) Reference

Global

100000 Shareclasses

N/A

Profile

General Profile

Global

45000 Co’s

Some data points will have little lesser or more coverage depending upon availability of these information on Public sources. Share outstanding data coverage would match with Financial statements data.

Medium Company Description

Global

45000 Co’s

N/A

Long Company Description

Global

12000 Co’s

N/A

Limited Coverage, mainly for Large cap companies.

Asset Classification

Asset Classification

Global

45000 Co’s

N/A

Some data points are available for USA only, see specs for more details

Asset Classification History

Global

45000 Co’s

N/A

Some data points are available for USA only, see specs for more details

Fundamentals

Global

Financial Statements (AOR & Restated Versions)

42000 Co’s

10

Earnings Reports (AOR & Restated Versions)

Global

42000 Co’s

10

Operation Ratios (AOR & Restated Versions)

Global

42000 Co’s

10

Earnings Ratios (AOR & Restated Versions)

Global

42000 Co’s

10

Segmentation Data

Global

30000 Co’s

10

Valuation Ratios

Global

42000 Co’s

10

Historical TTMOperational Ratios

Global

30000 Co’s

10

Currency Exchange

Currency Exchange Rate

Global

150 Currencies

15

Cross Currency Rate

Global

890 Currency Pairs

Valuation Ratios

Global

42000 Co’s

10

Global Corporate Action

Share Corporate Actions

Global

N/A

15

Every share not necessarily have announced Corp actions

Merger & Acquisition

Global

N/A

5

M&A Data is not available or incomplete for Private transactions

Ownership

Ownership Summary

Global

44000 Co’s

???

Short Interest is available only for NYSE, AMEX, Nasdaq & TSX

Ownership Details

Global

28000 Co’s

Insider Trading

USA

5000 Co’s

12

Estimates

Consensus Recommendations

North America,UK,AUS

7000 Co’s

1

Consensus Estimates

North America,UK,AUS

7500 C0’s

1

Corporate Communication

Corporate Calendar

USA,UK

5000 Co’s

5

Quantitative Data

North America,UK,AUS

7500 C0’s

1

ShareClass Quantitative Data Points

Global

45000 Co’s

1

Executive Insight

OfficerDirector

Global

35000 Co’s

Global data to be added 5/4/16; NRA- 9000 Co’s ;UK- 2100 Co’s; Rest of the world- 23000 Co’s

Executive Compensation

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

Board Compensation

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

Stock Option Grant

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

Outstanding Awards

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

Options Exercised

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

Membership

USA

5000 Co’s

10

Full coverage of NYSE, AMEX, Nasdaq

SayOnPay

USA

4000 Co’s

5

Regulation became effective in 2012, data is available since then. Only relevant for USA

Voting Report

USA,UK

4000 Co’s

5

Since 2012

Returns & AlphaBeta

Historical Returns

Global

45000 Co’s

Since 2012

Trailing Returns

Global

45000 Co’s

5

Since 2012

Alpha Beta

Global

45000 Co’s

5

Currently only available for the following countries: Australia, Austria, Belgium, Brazil, Canada, Chile, China, Cyprus, Denmark, Finland, France, Germany, Greece, Hong Kong, Iceland, India, Ireland, Italy, Japan, Korea, Luxembourg, Malaysia, Mexico, Netherlands, New Zealand, Norway, Philippines, Portugal, Romania, Russian Federation, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, United Kingdom, United States

Transcripts

Call Transcripts

USA

500 Co’s

5

Coverage is limited to S&P 500 companies only and Turnaround time is anywhere between 2-30 days