# Business Quant

> Analyze stocks, ETFs and mutual funds with live stock quotes, detailed financials, KPI and operating metrics, feature-rich dashboards and API access.

Business Quant (https://businessquant.com) is a research website and data API for US-listed stocks, ETFs and mutual funds. Fundamentals are built in house from SEC filings, and financial results are updated within 10 to 15 minutes of being released. If anything in this file conflicts with the live website, the website is authoritative. Generated 2026-10-10.

Notes for AI assistants:

- API: base URL https://data.businessquant.com. GET requests only; pass the key as the `api_key` query parameter. Keys come with a free account and are listed at https://businessquant.com/api-keys/. Ask the user to keep the key in an environment variable rather than pasting it into a chat.
- MCP server: https://mcp.businessquant.com/mcp, for Claude, ChatGPT, Cursor and other assistants, on every plan including Free. Setup: https://businessquant.com/docs/api/mcp and https://businessquant.com/api-keys/connectors/.
- Plans (read from the pricing page on 2026-10-10): Free 30 API calls a day; Pro 75 a minute; Max 300 a minute; Ultra 600 a minute; Enterprise from 900 a minute. Earnings call transcripts and the fund holdings, holdings matrix and fund screener API endpoints start at Max. Current plans: https://businessquant.com/pricing/
- URL patterns: stock pages use the lower-case ticker, with '.' written as '-' (https://businessquant.com/stocks/brk-b/ for BRK.B). ETFs are at /etf/{ticker}/, mutual funds at /funds/{ticker}/, single metrics at /metrics/{ticker}/{metric}.

## Research tools

- [Stock Screener](https://businessquant.com/screener/): Filter thousands of US stocks with 1,000+ financial metrics and ratios. Free, no account needed.
- [Company KPI Data](https://businessquant.com/operating-metrics/): Segment revenue, unit economics, retention rates and company-specific operating KPIs, charted and tabled by period.
- [Time Series Tables](https://businessquant.com/timeseries-tables/): Historical financials for any US stock or industry, quarter by quarter, with companies side by side.
- [Advanced Charting](https://businessquant.com/charting/): Visualize any financial or KPI metric over time with customizable, overlay-ready charts.
- [Stock Lists by Industry](https://businessquant.com/stock-lists): Lists of US-listed stocks by industry and sector, from banks and semiconductors to biotech and REITs, with live prices and market caps.
- [Industry Classification (BQ-MICS)](https://businessquant.com/industry-classification): Business Quant's own taxonomy of sectors, industry groups and industries, with every company tagged in each industry it operates in.
- [Market Heatmap](https://businessquant.com/heatmap): Spot gainers and losers across the market by sector and industry.
- [Top Gainers](https://businessquant.com/top-gainers): Today's biggest US stock gainers with price, change, volume and market cap, updated through market hours.
- [Top Losers](https://businessquant.com/top-losers): Today's biggest US stock losers, same layout.
- [Economic Data](https://businessquant.com/economic-data/): US economic indicators with live values, scheduled release dates and full history: rates, inflation, employment, commodities and more.
- [Corporate Actions](https://businessquant.com/corporate-actions/): Stock splits, dividends, bankruptcies and other corporate actions across US-listed companies.

## Stock pages (Apple as the example; swap the ticker)

- [Stock overview](https://businessquant.com/stocks/aapl/): Price, market cap, P/E, financials, ownership, insiders and SEC filings for one company.
- [Income statement](https://businessquant.com/stocks/aapl/income-statement/): Annual and quarterly income statement with historic trends and downloads.
- [Balance sheet](https://businessquant.com/stocks/aapl/balance-sheet/): Annual and quarterly balance sheet.
- [Cash flow statement](https://businessquant.com/stocks/aapl/cash-flow-statement/): Annual and quarterly cash flow statement.
- [Revenue breakdown](https://businessquant.com/stocks/aapl/revenue-breakdown/): Revenue by segment, product and service, and geography.
- [Analyst estimates](https://businessquant.com/stocks/aapl/estimates/): Revenue and EPS forecasts, consensus and reported figures.
- [Dividends](https://businessquant.com/stocks/aapl/dividends/): Dividend history, payment dates and trailing yield.
- [Peers](https://businessquant.com/stocks/aapl/peers/): The company against its closest peers on key financial metrics and ratios.
- [Institutional ownership](https://businessquant.com/stocks/aapl/institutional-ownership/): Institutional holders from 13F filings, with history.
- [Insiders](https://businessquant.com/stocks/aapl/insiders/): Insider ownership and trades from Form 4 filings.
- [SEC filings](https://businessquant.com/stocks/aapl/sec-filings/): Every filing from EDGAR: 10-K, 10-Q, 8-K, insider and ownership disclosures.
- [Single metric](https://businessquant.com/metrics/aapl/revenue): One metric's quarterly and annual history with charts and downloads.

## ETFs and mutual funds

- [ETF & Mutual Fund Screener](https://businessquant.com/screener-funds/): Screen ETF and mutual fund share classes on expense ratio, AUM, flows, tracking error, look-through P/E and more.
- [Fund Comparison](https://businessquant.com/fund-comparison/): Two to six ETFs or mutual funds side by side: expense ratio, AUM, returns, flows, holdings, sector exposure and tracking error.
- [ETF page](https://businessquant.com/etf/spy/): Fund profile with expense ratio, net assets, holdings, investment objective, strategy and share classes (SPY as the example).
- [Mutual fund page](https://businessquant.com/funds/vfiax/): The same profile for a mutual fund (VFIAX as the example).

## API documentation: Getting Started

- [Fundamental Data API - Free Plan](https://businessquant.com/docs/api/overview): Fundamental data for US stocks, ETFs and mutual funds — SEC-sourced company fundamentals, prices, filings and macro data across 20 REST endpoints. Free API.
- [Business Quant MCP Server for Financial Data - Free Plan](https://businessquant.com/docs/api/mcp): Connect Claude, ChatGPT and Cursor to US stock fundamentals, SEC filings, earnings call transcripts and economic data via 23 MCP tools. Free API.
- [Stock Ticker List API (Stocks, ETFs, Funds) - Free Plan](https://businessquant.com/docs/api/universe): Retrieve the complete list of equities, ETFs, and mutual funds with tickers, CIKs, Series IDs, and sectors. Free API.
- [Financial Metrics List API - Free Plan](https://businessquant.com/docs/api/universe-metrics): Retrieve the full catalog of supported metrics — 795 screener fields and 1,257 time-series slugs with datatypes, groupings and identifiers. Free API.

## API documentation: Market Data

- [EOD Stock Price API (Historical OHLCV) - Free Plan](https://businessquant.com/docs/api/quotes): Pull historical end-of-day stock prices for US equities and ETFs — daily OHLCV, multi-ticker requests, flexible date ranges and pagination. Free API.
- [Intraday Stock Data API (1-Minute Bars) - Free Plan](https://businessquant.com/docs/api/quotes-intraday): Pull intraday 1-minute OHLCV bars for US stocks and ETFs — session-level granularity, multi-ticker requests and paginated intraday history. Free API.
- [Real-Time Stock Quotes WebSocket API - Free Plan](https://businessquant.com/docs/api/websocket-quotes): Stream real-time stock quotes via WebSocket — subscribe to any ticker, get live price updates as trades happen, and manage symbols mid-session. Free API
- [Top Gainers & Losers API (Market Movers) - Free Plan](https://businessquant.com/docs/api/trending): Rank today's biggest movers across the US market — gainers and losers in one call with price, % change, volume, market cap, sector and 52-week range. Free API.

## API documentation: Stocks & Equities

- [Company Profile API (Ticker to CIK & CUSIP) - Free Plan](https://businessquant.com/docs/api/stocks-profile): Resolve stocks to full company profiles including CIK, CUSIP, EIN, sector, industry, and business descriptions. Free API.
- [Financial Statements API - Free Plan](https://businessquant.com/docs/api/financial-statements): Pull income statements, balance sheets, and cash flows from 10-K, 10-Q, 20-F, 40-F, and 6-K filings. Updated within 10 to 15 minutes of filing. Free API.
- [Historical Financial Metrics API - Free Plan](https://businessquant.com/docs/api/historic): Pull historical time-series for 1,257 fundamental metrics including revenue, margins, P/E and EV/EBITDA — 5 metrics across 5 tickers per call. Free API.
- [Company Segment Financials API - Free Plan](https://businessquant.com/docs/api/segments): Pull revenue, operating income, and asset breakdowns by segments, product line, geographic region, and business unit. Free API.
- [Analyst Estimates API](https://businessquant.com/docs/api/estimates): Track consensus revenue and EPS estimates — annual and quarterly — with reported actuals and high/low ranges in a single API response. Free API.
- [Dividend History & Yield API - Free Plan](https://businessquant.com/docs/api/dividends): Access dividend payments, ex-dates, and daily yield time-series for stocks, ETFs, and funds — 14+ years of history with TTM calculations. Free API.
- [Earnings Call Transcripts API - Full Calls and Q&A](https://businessquant.com/docs/api/transcripts): Pull full earnings call transcripts — prepared remarks and analyst Q&A — for 3,600+ US companies since 2019, with executive names and roles. Search by ticker, CIK or quarter.
- [Stock Peer Comparison API (Industry Benchmarks) - Free Plan](https://businessquant.com/docs/api/peers): Benchmark stocks against sector and industry peers with custom financial metrics, medians, and averages. Free API.
- [Stock Screener API - Free Plan](https://businessquant.com/docs/api/screener): Filter stocks across 1,000+ fundamental metrics with unlimited AND/OR conditions. Market cap, P/E, growth, dividends, margins, and more. Free API.

## API documentation: SEC Filings

- [Real-time SEC Filings API - Free Plan](https://businessquant.com/docs/api/sec-filings): Search 18M+ SEC EDGAR filings across 400+ form types since 1993 by ticker, CIK, or date — accession numbers, metadata, and document URLs as JSON. Free API.
- [SEC Filing Documents & Exhibits API - Free Plan](https://businessquant.com/docs/api/sec-documents): Download primary HTML reports, legal exhibits, and XBRL files from 18M+ SEC EDGAR filings since 1993. Free API.
- [SEC Filing Section Extraction API (10-K, 10-Q) - Free Plan](https://businessquant.com/docs/api/sec-items): Extract clean HTML sections like Risk Factors and MD&A from 10-K, 10-Q, 8-K, and 20-F SEC filings. Free API.
- [SEC Form Types & Form Groups API - Free Plan](https://businessquant.com/docs/api/sec-formtypes): Retrieve the distinct list of SEC form types and form groups a company has filed, with optional date range filtering. Free API.

## API documentation: Ownership

- [13F Institutional Ownership API - Free Plan](https://businessquant.com/docs/api/institutional-ownership): Track institutional holdings, top holders, quarterly history, and transactions from SEC 13F filings. Free API.
- [Insider Trading API (SEC Form 3, 4 & 5) - Free Plan](https://businessquant.com/docs/api/insider-transactions): Track corporate insider buying and selling history, net trading activity, and top holders via SEC Form 4. Free API.

## API documentation: Funds & ETFs

- [ETF & Mutual Fund Screener API (Filter 32,727 Funds)](https://businessquant.com/docs/api/funds-screener): Screen 32,727 ETF and mutual-fund share classes on 141 metrics - expense ratio, AUM, returns, flows, holdings, sector exposure and risk ratios - with sorting and pagination.
- [ETF & Mutual Fund Comparison API - Free Plan](https://businessquant.com/docs/api/funds-compare): Compare 2-6 ETFs or mutual funds across 99 metrics in one call. Returns which metrics actually differ, which way is better, and whether two tickers are one portfolio. Free API.
- [Mutual Fund & ETF Profile API - Free Plan](https://businessquant.com/docs/api/funds-profile): Resolve any mutual fund or ETF ticker, CUSIP or Series ID to its full SEC identifier chain - CIK, Series ID, Contract ID and LEI - with registrant names and filing dates. Free API.
- [ETF & Mutual Fund Expense Ratio API - Free Plan](https://businessquant.com/docs/api/funds-overview): Retrieve ETF and mutual fund overviews with expense ratios, net assets, investment objective, strategy, and every share class on one seriesId. Free API.
- [ETF & Mutual Fund Holdings API](https://businessquant.com/docs/api/funds-holdings): Pull the full portfolio of any ETF or mutual fund - one row per position with sector, country, market value and weight, for any quarter.
- [ETF & Mutual Fund Sector Exposure API - Free Plan](https://businessquant.com/docs/api/funds-exposure): Break any fund portfolio into sector, industry, country, asset class or security type buckets, for the latest quarter or 56 of them. Free API.
- [ETF & Mutual Fund Position History API (56 Quarters)](https://businessquant.com/docs/api/funds-holdings-matrix): Track every position an ETF holds across 56 reporting periods - one row per holding with its weight in each quarter, already pivoted.
- [Fund Reporting Periods API - Free Plan](https://businessquant.com/docs/api/funds-periods): List every portfolio reporting period an ETF or mutual fund has filed, each with its position count and total market value, newest first. Free API.
- [ETF & Mutual Fund Flows API - Free Plan](https://businessquant.com/docs/api/funds-flows): Track monthly money in and out of any ETF or mutual fund - net flow and end-of-month net assets per month, straight from SEC monthly filings. Free API.
- [ETF & Mutual Fund Risk Factors API - Free Plan](https://businessquant.com/docs/api/funds-risks): Retrieve the risk factors a fund discloses in its prospectus with the full text of each, kept in the filer's own order of significance. Free API.

## API documentation: Corporate Actions

- [Corporate Actions API (Splits & Mergers) - Free Plan](https://businessquant.com/docs/api/corporate-actions): Retrieve stock splits, dividends, mergers, spin-offs, bankruptcies, and other corporate actions for any ticker. Filter by action type or date range. Free API.

## API documentation: Economic Data

- [Economic Indicators List API - Free Plan](https://businessquant.com/docs/api/economic-list): Retrieve the full catalog of US economic indicators with codes, categories, release frequency, units, importance tiers, and direction. Free API.
- [Economic Data API (GDP, CPI, Unemployment) - Free Plan](https://businessquant.com/docs/api/economic-data): Pull historical time-series for US macro indicators including GDP, CPI, inflation, unemployment, interest rates, and housing — with four transformation modes. Free API.
- [Economic Calendar API (Release Dates) - Free Plan](https://businessquant.com/docs/api/economic-calendar): Track upcoming and recent US economic data releases with next release dates, days remaining, latest values, prior values, and period-on-period change. Free API.

## Guides

- [How to Parse XBRL into Clean Financial Statements](https://businessquant.com/learn/financial-statements/parse-xbrl-into-clean-financial-statements): Turn SEC XBRL instance documents and linkbases into clean, ordered income statements, balance sheets and cash flows without building a parser. Free API.
- [How to Map Issuer XBRL Tags to Standard Line Items](https://businessquant.com/learn/financial-statements/map-xbrl-tags-to-standard-line-items): Normalize thousands of issuer-chosen XBRL tags and custom extensions into one comparable set of line items, so companies line up row for row. Free API.
- [Instant vs Duration XBRL Concepts: The Balance Sheet Trap](https://businessquant.com/learn/financial-statements/instant-vs-duration-xbrl-concepts): Understand why balance-sheet facts use instant contexts and income-statement facts use durations, the traps that follow, and how to skip them. Free API.
- [How to Build an XBRL Financial Statement Parser](https://businessquant.com/learn/financial-statements/build-an-xbrl-financial-statement-parser): See the real scope of an XBRL financial-statement parser, from linkbases to the concept map you maintain forever, and the one-call shortcut. Free API.
- [How to Extract Financial Data from an 8-K Earnings Release](https://businessquant.com/learn/financial-statements/extract-financial-data-from-an-8-k): Pull earnings numbers from an 8-K Results of Operations section as clean HTML, then read the normalized quarter from the 10-Q by ticker. Free API.
- [Why Earnings Press Release Tables Break Scrapers](https://businessquant.com/learn/financial-statements/why-earnings-press-release-tables-break-scrapers): See why a scraper fails on earnings press release tables, from colspan headers to a hidden units scale, and how to parse one correctly. Free API.
- [How to Get 8-K Earnings Numbers Before the 10-Q](https://businessquant.com/learn/financial-statements/get-earnings-numbers-before-the-10-q): Detect the 8-K earnings release the moment it files, parse the early number, then reconcile with the normalized 10-Q quarter when it lands. Free API.
- [How to Get Financial Statements Minutes After a Filing](https://businessquant.com/learn/financial-statements/financial-data-within-minutes-of-a-filing): Read normalized statements within 10 to 15 minutes of a periodic filing, and detect the filing itself within seconds, all by a plain polled GET. Free API.
- [What It Takes to Build a 6-K and 8-K HTML Parser](https://businessquant.com/learn/financial-statements/build-a-6-k-and-8-k-html-parser): See the real scope of an 8-K earnings parser, why no XBRL means permanent maintenance work, the hidden costs to price in, and why the 6-K is already parsed for you. Free API.
- [Financial Statements for ADRs and Foreign Issuers](https://businessquant.com/learn/financial-statements/financial-statements-for-adrs-and-foreign-issuers): Get normalized income statements, balance sheets and cash flows for ADRs and foreign issuers from 20-F and 6-K filings, by ticker, in one schema. Free API.
- [Canadian Cross-Listed Financials from 40-F Filings](https://businessquant.com/learn/financial-statements/canadian-cross-listed-financials-40-f): Get normalized financial statements for Canadian issuers that file 40-F under the MJDS, by ticker, with the reporting currency included. Free API.
- [Why Most Fundamentals APIs Miss Foreign Filers](https://businessquant.com/learn/financial-statements/why-fundamentals-apis-miss-foreign-filers): Understand why fundamentals feeds skip foreign filers, which filings fall through, how to audit your own feed for the gap, and how to get 20-F, 40-F and 6-K coverage by ticker. Free API.
- [Build a Financial Statements Database from SEC Filings](https://businessquant.com/learn/financial-statements/build-a-financial-statements-database): Load normalized income statements, balance sheets and cash flows into your own database with a simple upsert, instead of building a 5-stage filing ETL. Free API.
- [How to Validate Parsed Financial Statement Data](https://businessquant.com/learn/financial-statements/validate-parsed-financial-statements): Check parsed financial statements against accounting identities so subtotals sum and the balance sheet actually balances, not by guesswork. Free API.
- [How to Handle Restatements and Amended Filings](https://businessquant.com/learn/financial-statements/handle-restatements-and-amended-filings): Stop restatements and amended filings from double-counting your historical series by keying on the period and reading reconciled values. Free API.
- [SEC EDGAR Rate Limits and How to Download at Scale](https://businessquant.com/learn/sec-filings/download-sec-filings-at-scale-without-rate-limits): Stop EDGAR 403 errors when downloading SEC filings in bulk. Learn the 10 req/sec rule, why free downloaders stall, and how to bypass it. Free API.
- [How to Extract Risk Factors and MD&A from a 10-K](https://businessquant.com/learn/sec-filings/extract-10-k-sections-without-writing-a-parser): Pull Item 1A Risk Factors and Item 7 MD&A from any 10-K in Python without a regex parser. Covers the 6 failure modes and the 2-call fix. Free API.
- [How to Build a RAG Pipeline Over SEC Filings in Python](https://businessquant.com/learn/sec-filings/building-a-rag-pipeline-over-sec-filings): Build a RAG pipeline over SEC filings using pre-extracted sections instead of raw text chunks, with citations back to the source filing. Free API.
- [How to Build an SEC Filing Alert System for 8-Ks](https://businessquant.com/learn/sec-filings/building-an-sec-filing-alert-system): Build an SEC filing alert system that routes on 8-K item codes instead of keywords, so restatements and departures never hide in the noise. Free API.
- [How to Extract IPO Deal Terms from S-1 and F-1 Filings](https://businessquant.com/learn/sec-filings/extracting-ipo-deal-terms-from-s1-and-f1-prospectuses): Extract IPO deal terms from S-1 and F-1 prospectuses — use of proceeds, dilution, lock-up and underwriting — with semantic section keys. Free API.
- [How to Download SEC Filing Exhibits at Scale via API](https://businessquant.com/learn/sec-filings/downloading-sec-filing-exhibits-at-scale): Download SEC filing exhibits like EX-21, EX-10 and EX-99.1 by document type, without guessing filenames or parsing an index page first. Free API.
- [How to Analyze 20-F Filings and ADR Disclosures](https://businessquant.com/learn/sec-filings/analyzing-20-f-filings-and-adr-disclosures): Analyze 20-F filings and ADR disclosures using the correct item keys, since Risk Factors and MD&A live under different numbers than a 10-K. Free API.
- [How to Detect Risk Factor and MD&A Changes in Filings](https://businessquant.com/learn/sec-filings/detecting-risk-factor-and-mdna-changes-across-filings): Detect risk factor and MD&A changes across SEC filings year over year with clean, pre-extracted sections instead of a fragile parser. Free API.
- [What a Free SEC Filings API Actually Costs You](https://businessquant.com/learn/sec-filings/free-sec-filings-api-what-free-actually-costs): See what building on raw EDGAR really costs in rate limits, parsing and ongoing maintenance, and exactly what a free SEC filings API removes. Free API.
- [How to Monitor SEC Cybersecurity Disclosures (Item 1.05)](https://businessquant.com/learn/sec-filings/monitoring-sec-cybersecurity-disclosures): Monitor SEC cybersecurity disclosures across Item 1C, Item 1.05 and Item 16K in one pipeline, before a home-grown parser misses one. Free API.

## Comparisons

- [9 Industry Classification Systems Compared - 2027](https://businessquant.com/resources/industry-classification-systems-compared): Compare 9 industry classification systems and find which one fits the companies you own, on unit, structure, revision history and what each one costs.
- [10 Best SEC Filings APIs and EDGAR Tools - 2027](https://businessquant.com/resources/best-sec-filings-apis): Compare 10 SEC filings APIs on real-time delivery, split exhibits and section extraction, from the free EDGAR endpoint to the paid specialists.
- [10 Best Institutional Ownership APIs in 2027](https://businessquant.com/resources/best-institutional-ownership-apis): Compare 10 institutional ownership APIs on pricing, history depth, licence and whether you can query by fund as well as by stock. Figures read at source.
- [9 Best Free Economic Data APIs in 2027](https://businessquant.com/resources/best-free-economic-data-apis): Compare 9 economic data APIs that cost nothing to use, on key requirements, call limits, coverage and the exact point where each one stops being enough.
- [7 Macroeconomic Data Providers Compared in 2027](https://businessquant.com/resources/best-macroeconomic-data-providers): Compare 7 macroeconomic data providers on coverage, revision history, calendar access and licensing, with the tier boundaries that decide what you pay.
- [9 Best Insider Trading Data APIs in 2027](https://businessquant.com/resources/best-insider-trading-apis): Compare 9 insider trading data APIs on transaction codes, split adjustment, amendment handling, history depth and latency after a filing lands on EDGAR.
- [10 Best Financial Statements APIs in 2027](https://businessquant.com/resources/best-financial-statements-apis): Compare 10 financial statement APIs on normalization, industry templates, as-filed detail, history depth and how fast numbers land after a filing.
- [12 EOD Stock Data APIs Compared in 2027](https://businessquant.com/resources/eod-stock-data-apis): Compare 12 EOD stock data APIs on split and dividend adjustment, delisted ticker coverage, history depth and bulk download of the whole universe.
- [Top 6 Stock Screener APIs - Filters Logic and Limits](https://businessquant.com/resources/stock-screener-apis-compared): Compare 6 stock screener APIs on filter depth, AND/OR logic, result ceilings and price, plus the well-known stock APIs that cannot screen at all.
- [Top 12 Stock Research Tools Compared - Price and API](https://businessquant.com/resources/top-stock-research-tools): Compare 12 stock research tools on price, where each one buys its data, and which of them will actually let you take that data out through an API.

## Company

- [Pricing](https://businessquant.com/pricing/): Plans, API limits and what each plan includes.
- [Data sources](https://businessquant.com/data-sources): Where the data comes from: SEC filings parsed in house, KPI metrics curated by equity research analysts, and the BQ-MICS classification.
- [About](https://businessquant.com/about-us): The company, the data and the analysts.
- [Commercial licensing](https://businessquant.com/commercial-licensing): Licensing for internal use across a team or redistribution to customers.
- [Contact](https://businessquant.com/contact-us): Pricing, API access, billing, data questions and partnerships.

## Optional

- [Guides hub](https://businessquant.com/learn): All guides, by topic.
- [Comparisons hub](https://businessquant.com/resources): All tool and data-provider comparisons.
- [Portfolio](https://businessquant.com/portfolio/): Follow your holdings and their performance (account needed).
- [Terms of use](https://businessquant.com/terms-of-use)
- [Privacy policy](https://businessquant.com/privacy-policy)