Changelog

New Tradevo Data subscriptions now begin with a card-backed 7-day free trial. The evaluation limits remain 100 requests/day, up to 10 companies total, a rolling 3-year history, and no bulk download or whole-universe snapshot. Cancel before the trial ends and pay $0; otherwise it automatically renews as Pro at $29/month.

Trials that began before this change keep the trial end date shown at checkout; the shorter period applies only to new subscriptions.

The downloadable CC0 artifact is now a deliberately small proof pack: 225 annual rows across five companies and each company's latest three fiscal years. It remains sufficient to inspect the schema, filing-time semantics, QA flags, and revisions, but it is no longer a substitute for a multi-cycle historical-data subscription.

• New permanent no-card API keys are no longer issued. Existing free keys remain usable for companies already queried and are subject to the same 10-company lifetime evaluation limit.
• New access starts with a card-backed 30-day evaluation: 100 requests/day, up to 10 companies total, a rolling 3-year history, and no bulk download or whole-universe snapshot. Cancel before the evaluation ends and pay $0; otherwise it renews as Pro at $29/month.
• Previously published CC0 versions cannot be revoked from people who already downloaded them. GitHub history and mirror version history may still preserve older artifacts; this change limits current and future distribution rather than pretending those copies can be clawed back.

The API now serves 1,089,635 quarterly point-in-time rows across 5,382 US companies, alongside 632,466 annual rows. The same first_filed, original-versus-latest, restatement, and QA fields apply to both cadences.

• Pass period=quarterly to the fundamentals API or quarterly download. Coverage is seven concepts: Revenue, NetIncome, Assets, StockholdersEquity, OperatingCashFlow, EPSDiluted, and DilutedShares.
• Q1–Q3 values are reported or derived from filed year-to-date values. Revenue, Net Income, and Operating Cash Flow may have a labelled Q4 derivation where the 10-K does not report a discrete quarter.
• We do not derive Q4 EPS or diluted shares, and we do not publish a TTM series. Missing exact-tag facts remain missing rather than being filled from a broader line item.
• Release receipt 34289553362 passed direct SEC re-verification, quarterly invariants, both export builds, and the published-claims audit on 2026-09-08.

The API, snapshots, bulk export, docs, and free sample now include nine additional annual concepts: GrossProfit, OperatingIncome, PretaxIncome, IncomeTaxExpense, CapitalExpenditures, CashAndCashEquivalents, CurrentAssets, CurrentLiabilities, and NetPPE.

• These are raw filing values, not derived ratios. Each new concept begins with one exact US-GAAP tag so a broader, differently scoped line item cannot silently fill a gap. Coverage therefore varies by filer, and absent values stay absent.
• A full refresh now loads into staging, verifies every configured concept against SEC companyconcept data, and promotes atomically only after every gate passes.
• The free 40-company sample grew to 6,969 rows and carries the same 16-concept contract and provenance fields as the paid universe.
• Debt remains separate: current debt, long-term debt, and lease liabilities are not interchangeable, so we will not collapse them into one deceptively simple number.

You can now get a real API key without a card. Enter your email on the pricing page and the key arrives by email: the same /v1/fundamentals endpoint, the full annual universe, 250 requests/day. One active free key per address.

• The paid plan is now $29/mo (was $49) and is what unlocks bulk: /v1/download, /v1/snapshot, 5,000 requests/day and 2,500 distinct tickers/day. A free key on a bulk endpoint gets a 403 and nothing is metered.
• Nothing about the data changed. Same rows, same first_filed stamps, same restatement flags on both plans.

An independent audit found that for banks and thrifts we were publishing fee income as if it were total revenue, and labelling it clean. If you pulled revenue for a bank before this date, re-pull it.

• Banks frequently tag no total-revenue element at all. The only candidate left in our list was the ASC-606 contract-revenue tag — which for a bank is just fees. Fifth Third's FY2023 came out at $0.577B against a true $8.708B; Regions was 62× low. 71 tickers were affected.
• Worse, when a filer stopped tagging Revenues the series jumped without the business changing: M&T went from $9.64B to $1.54B year over year — an 84% collapse that never happened, published as clean.
• Revenue for those filers is now derived as net interest income + noninterest income — the standard definition, both components from the same 10-K, with first_filed taken as the later of the two so the sum is only knowable once both are public.
• New flag tag_switch_discontinuity: when the XBRL element changes between adjacent years and the value moves more than 50%, we say so rather than publish a fabricated trend.
• Also corrected in the same rebuild: ExxonMobil was missing entirely (SEC had repointed the ticker to a new registrant with no filings), trailing-twelve-month periods could enter as annual rows, and duplicate fiscal-year rows were collapsed. Counts moved to 311,798 rows · 5,215 companies · 18,763 restatements — companies went up because recovering orphaned registrants added more than the de-duplication removed.

Two corrections in a week is not a great look, and we would rather publish that than have you find it. Every one was found by auditing our own data against the raw filings; none was reported by a customer.

A second adversarial audit — this one run against the engine as well as the data — found four real defects. All are fixed and the full universe has been rebuilt from EDGAR. If you pulled data before this date, re-pull it.

• Assets and StockholdersEquity could carry a non-annual balance-sheet date. A 10-K also tags quarterly equity roll-forward balances, new-standard opening balances, and subsequent-event snapshots; those were being ingested as if they were the fiscal-year close. Our “annual only” claim was therefore not true for roughly 4,300 rows. Instants are now anchored to a fiscal-year close the filing itself declares.
• Because those extra rows also consumed history slots, some companies silently had fewer than the advertised 12 fiscal years — in the worst cases a large-cap had no total-assets history at all before 2019. Recovered.
• EPSDiluted and DilutedShares are denominated in non-USD XBRL units, and the loader could pick the wrong unit array — which in some cases surfaced a decade-old figure as the current one. Each concept now requires its declared unit.
• Revenue tag coverage missed how banks, brokers, REITs and pre-ASC-606 filers tag revenue, so some companies had no revenue at all and others had a first_filed date years later than the truth. Widened.
• New: the JSON endpoints (/v1/fundamentals and /v1/snapshot) now carry data_through (our filing cutoff; the bulk download carries the same information in its x-dataset-generated-at header) and flags stale_for_as_of when the newest period we hold trails your as-of date. A value suppressed by our sanity guard is now flagged implausible_value — it can never come back marked clean again.
• Counts after the rebuild: 313,406 rows · 5,194 companies · 18,734 restatements.

Cross-sectional backtests no longer need per-ticker loops.

• GET /v1/download returns the full point-in-time dataset as one gzipped CSV (313,489 rows at the time), with an x-dataset-sha256 integrity header.
• GET /v1/snapshot?as_of= returns a whole-universe point-in-time cross-section for any date.
• Both included in the flat $49/mo plan — a feature, not a tier.

We ran an adversarial audit against our own dataset and published what it found. Fixed in this release:

• fiscal_year is now derived from period_end. This fixed an off-by-one on roughly 25,000 rows where comparative-year figures had carried the filing's year instead of their own.
• DilutedShares scale corrected for tickers whose share counts were stored in millions.
• All published counts re-synced to the live database: 313,489 rows · 5,212 companies · 18,529 restatements.
• Full-universe filing-lag stats measured and published: mean 66d · median 60d · 90th percentile 90d on reliable rows. (An earlier version of this entry quoted “max 120d”. A row is flagged reliable only when its lag falls within 0–120 days, so 120 is the QA cutoff, not a measured maximum; the percentile is the honest number.)
• The free sample was re-published on GitHub, Kaggle, and Hugging Face.

• Serve-time plausibility guard on the API and company pages: a scale- or unit-corrupted value is served as null, never as a confidently wrong number.
• Anti-enumeration cap: 2,500 distinct tickers per key per day, alongside the existing 5,000 requests/day quota. Repeat calls to the same ticker don't count against it.
• API key delivery automated via Stripe webhook + email.

First public release: point-in-time US equity fundamentals from annual 10-K and 10-K/A filings, 7 concepts, one endpoint, $49/mo. Free verifiable 40-company sample on GitHub.