Refinitiv (LSEG) Alternative for Point-in-Time Fundamentals

If you're searching for a Refinitiv or LSEG alternative for point-in-time fundamentals, you probably already know what Refinitiv is: an enterprise reference-data platform with genuine point-in-time fundamentals, global asset-class coverage, and decades of history, sold through a negotiated enterprise contract. This page is not a claim that we replace that. We don't. It's a plain description of what Tradevo Data is instead, so you can decide whether the tradeoff makes sense for you.

What Refinitiv/LSEG actually is

Refinitiv (now part of LSEG) builds point-in-time fundamentals as part of a much larger reference-data business — equities, fixed income, FX, estimates, ownership, and more, across global markets, often going back further than most independent providers can match. Their point-in-time discipline is real: it's built for institutions that need audited, defensible history for backtesting and compliance. Coverage breadth, asset-class range, and historical depth are genuinely beyond what any single-founder or small-team dataset can offer, including ours. We're not going to pretend otherwise.

What you don't get without a sales conversation is a public price. Refinitiv/LSEG pricing is negotiated per-client based on entitlements, seats, and data scope — see their pricing page for how they describe access, since we won't quote a number we can't verify and don't want to misstate.

What Tradevo Data actually is

Tradevo Data is the opposite bet: a narrow, cheap, inspectable slice of the same underlying idea — point-in-time correctness — built entirely from SEC EDGAR filings (public domain, US-only). It covers 5,170 US companies with 633,394 annual point-in-time rows across 16 annual concepts, up to 12 fiscal years of history, plus quarterly data (1,090,751 rows across 5,377 companies, 7 quarterly concepts) with Q4 reported where tagged or derived and labelled where supported. 37,941 restatements are explicitly labeled so you can see when a number changed and by how much. There's no derived Q4 EPS or shares, no TTM, no non-US or delisted coverage, and no other asset classes. It's US equity fundamentals, annual-first, and nothing else.

The entry point is a single JSON endpoint — /v1/fundamentals?ticker&as_of[&concept][&period=annual|quarterly] — with server-side as_of filtering (first_filed<=as_of, same-day inclusive), annual by default. The $29/mo plan also includes /v1/download and /v1/snapshot?as_of for bulk annual or quarterly pulls, 5,000 requests/day, and an instant key after Stripe checkout. Full docs live at /docs. Parquet isn't included.

On lookahead specifically: we measured a mean lag of 43.2 days (max 61) on the reliable-filing rows of a 40-company sample — that number is scoped to that sample only, not a claim about the full 5,170-company dataset. We haven't measured this figure across the full dataset, and won't imply otherwise. If you want the methodology, it's public: github.com/christianpichichero-max/pit-fundamentals, 6,969 rows, no signup required.

Fair comparison

See the lookahead leak on real filings — 40 companies, 6,969 rows, CC0, no signup. Three minutes in a notebook, before you decide anything.

When Refinitiv/LSEG is the better choice

If you need non-US coverage, fixed income or FX fundamentals, decades of pre-2000s history, delisted-company survivorship handling, or an SLA-backed enterprise support relationship, Refinitiv/LSEG (or a comparable enterprise vendor) is the right tool, not us. If your backtests or production systems require audited lineage across many asset classes and geographies, the cost of an enterprise contract is likely justified by what it removes from your own engineering and compliance burden. We'd rather tell you that directly than have you discover it after paying $29 and hitting a wall on coverage we never had.

Credible cheaper PIT options also exist between the two extremes — Sharadar, Tiingo, and QuantConnect all offer point-in-time or near-PIT fundamentals with broader scope than ours in various ways. Check their pricing pages directly; we're not going to characterize their cost or claim to be the only budget option, because we aren't.

When to build it yourself

If your universe is small (say, under a few hundred US tickers) and you're comfortable parsing SEC EDGAR's XBRL filings directly, building your own point-in-time pipeline is a legitimate option — the underlying data is public domain, same as ours. The tradeoffs: you'll spend real engineering time handling tag variance across companies, XBRL amendments, fiscal-year-end mismatches, and Q4 derivation logic, and you'll need to re-validate it as filers change their tagging conventions. Our public GitHub sample exists partly so you can see exactly what that parsing work looks like before deciding whether to do it yourself or pay us to have already done it.

Where Tradevo fits

We're the option between "build it yourself from EDGAR" and "sign an enterprise contract with LSEG." If you're a solo quant, a small research shop, or a student who needs as_of-correct US annual fundamentals with restatement flags and doesn't need global or cross-asset coverage, the $29/mo tier removes the parsing work at a price that doesn't require a procurement process. If that's not your use case, the honest answer is to look at Refinitiv/LSEG or one of the other named providers instead.

Start with the free sample to see the shape of the data and the methodology: github.com/christianpichichero-max/pit-fundamentals. If it fits, the full API is at tradevodata.com for $29/mo, cancel anytime. For more on why point-in-time matters at all, see /blog/point-in-time-fundamentals-data and /blog/lookahead-bias-fundamental-backtests.

Not investment advice; verify competitor pricing yourself on their official pages.