The pipeline
1
Filings, at the source
SEC 10-K, 10-Q, 8-K, 20-F and 40-F filings are ingested directly from EDGAR, XBRL facts
and all — including the presentation tree and calculation linkbase, not just the tagged
values. Exchange-lane issuers (Tadawul, DFM, ADX, Boursa Kuwait, QSE, TSE, TWSE, KRX,
European exchanges) are read from the statements, results announcements and reports they
publish, as inline XBRL, HTML or PDF.
2
Standardization with receipts
Each filer’s lines are mapped onto one canonical schema (
std:revenue,
std:operating_income, …) so companies are comparable across markets and rulebooks. The
mapping is stored, not discarded: every standardized line keeps a pointer to the raw
fact(s) — or the printed cell — it came from.3
Validation gates
Before anything is served, per-company invariant batteries run: statements must tie,
values are reconciled against the regulator’s own data where one exists (the SEC
companyfacts API), and share counts, splits and restatements are cross-checked. Segment
blocks must reconcile to the consolidated figure; note tables must foot and tie to the
statement anchor; derived quarters must foot. Data that fails a gate is withheld — you see
a null or a held entry, never a guess.4
Serving, still auditable
The
fact-source endpoint closes the loop at read time: any line, any period, back to the
fact or printed cell, the filing accession or document reference, and the arithmetic
behind derived values.Trace a number
What the gates mean for you
- A null is a withheld or never-reported value — the gate refusing to serve something it could not verify. Treat it as unavailable, never as zero.
- Restatements are first-class.
/financialsserves the latest restated value andfact-sourcetells you which filing it came from;/financials/as-filedwithvintage=originalgives what was originally filed. See Data semantics. - Derived Q4 is marked. Most US filers file no Q4 10-Q; the fourth quarter is derived
from the annual total minus Q1–Q3 and returned with
provenance: "derived_q4"and its arithmetic. - Held is visible. Note tables and segment blocks that failed a hard gate are listed as held, with the reason, and never carry values.