Financial Data API · Quant Factor & Risk · v1

Institutional data.
API-first.

Factor scores, risk metrics, fundamentals, and financial statements for 13,000+ US-listed companies across 110 industries. Built for quant teams, AI developers, and enterprise clients - OpenAPI-documented, self-describing per field, and machine-ready.

Browse API Docs Try free sample: no key needed openapi.json
13,000+
Companies · financial histories
10,020
Companies · quant factor panel
110
Industries · 20+ yr history
90
Quant fields · daily · 13-yr
API Base URLs
https://api.csimarket.com/api Free · no key
Free tier below works with no API key. The commercial v1 tier — base https://api.csimarket.com/api/v1 — requires an X-API-Key.
Free tier · no API key · base https://api.csimarket.com/api
Sample data · test folder No key
https://api.csimarket.com/api/test/industries/201Industry 201 (Aerospace & Defense) · overview snapshot
https://api.csimarket.com/api/test/industries/201/growthRevenue/income/FCF YoY, 3y & 5y CAGR, growth acceleration, 8-quarter volatility, cross-industry percentile & z-score
https://api.csimarket.com/api/test/industries/201/profitabilityGross/operating/net & EBITDA margins, FCF margin, effective tax rate, margin trend, percentile distribution & z-scores
https://api.csimarket.com/api/test/industries/201/valuationP/E, P/S, P/B, EV/EBITDA, EV/Sales, earnings & FCF yield, 5y P/E z-score, CAPE & composite valuation score
https://api.csimarket.com/api/test/industries/201/financial-strengthCurrent/quick/cash ratios, debt/equity, net debt/EBITDA, interest coverage, Altman Z-score & distress-risk score
https://api.csimarket.com/api/test/industries/201/efficiencyRevenue & income per employee, asset/receivable/inventory turnover, DSO/DIO/DPO, cash-conversion cycle & efficiency score
https://api.csimarket.com/api/test/industries/201/management-effectivenessROA, ROE, ROIC & incremental ROIC, DuPont ROE, FCF conversion, sustainable growth rate & mgmt-effectiveness score
https://api.csimarket.com/api/test/industries/201/dashboardAll six analytics in one response — 300+ fields per period
https://api.csimarket.com/api/test/industries/201/growth?period_type=QQuarterly (Period=Q) — append ?period_type=Q to any analytic
https://api.csimarket.com/api/test/industries/201/growth?period_type=FYAnnual (Period=FY) — append ?period_type=FY · default TTM · 8 recent periods · 60/min
https://api.csimarket.com/api/odata/testOData 4.0 feed · 9 entity sets · Excel / Power BI / Tableau
https://api.csimarket.com/api/industry-sampleConsolidated bundle · all analytics in one call
https://api.csimarket.com/api/examplesLive quant-factors sample · AAPL + screener slice
Quant Factor & Risk · free AAPL sample No key
https://api.csimarket.com/api/test/companies/AAPL/quant-factorsLive snapshot · AAPL · 92-field factor & risk panel
https://api.csimarket.com/api/test/companies/AAPL/quant-factors?period_type=QQuarterly history · point-in-time, survivorship-safe (2013–present)
Metadata & Docs Public · No key
https://api.csimarket.com/api/discoveryFull API surface map — start here
https://api.csimarket.com/api/datasetsDataset catalog
https://api.csimarket.com/api/datasets/{id}Dataset field dictionary
https://api.csimarket.com/api/fieldsSearchable field dictionary
https://api.csimarket.com/api/meta/{dataset}
https://api.csimarket.com/api/meta/{dataset}/{endpoint}Endpoint field definitions
https://api.csimarket.com/api/coverageLive entity counts
https://api.csimarket.com/api/schema/{dataset}Full schema · Power BI / Tableau
https://api.csimarket.com/api/statusHealth check
https://api.csimarket.com/api/changelogSchema change history
https://api.csimarket.com/api/methodologyTTM, z-scores, factor model
https://api.csimarket.com/api/openapi.jsonOpenAPI 3.0 spec
https://api.csimarket.com/api/docsSwagger UI
Commercial · v1 · requires X-API-Key
https://api.csimarket.com/api/v1
Quant Factor & Risk Flagship · scope: quant.read
https://api.csimarket.com/api/v1/companies/{identifier}/quant-factors90-field factor & risk panel · D + Q series · 10,020 cos
https://api.csimarket.com/api/v1/quant-factors/screenerCross-sectional screener · 30/min
Industries · 110 industries · 20+ yr history
https://api.csimarket.com/api/v1/industriesList all
https://api.csimarket.com/api/v1/industries/searchResolve an industry name or colloquial term to a CSIMarket industry id
https://api.csimarket.com/api/v1/industries/{id}Overview
https://api.csimarket.com/api/v1/industries/{id}/growthRevenue, income & FCF growth rates · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/profitabilityMargins, EBITDA, trend & dispersion · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/valuationP/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/financial-strengthLiquidity, leverage, Altman Z-score · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/efficiencyAsset turnover, DPO, cash conversion cycle · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/management-effectivenessROE, ROA, ROIC, capital efficiency · TTM/FY/Q
https://api.csimarket.com/api/v1/industries/{id}/dashboardAll 6 analytics combined · 30/min
Sectors · 13 sectors
https://api.csimarket.com/api/v1/sectorsList all
https://api.csimarket.com/api/v1/sectors/{id}Overview
https://api.csimarket.com/api/v1/sectors/{id}/growthRevenue, income & FCF growth rates · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/profitabilityMargins, EBITDA, trend & dispersion · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/valuationP/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/financial-strengthLiquidity, leverage, Altman Z-score · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/efficiencyAsset turnover, DPO, cash conversion cycle · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/management-effectivenessROE, ROA, ROIC, capital efficiency · TTM/FY/Q
https://api.csimarket.com/api/v1/sectors/{id}/dashboardAll 6 analytics combined · 30/min
Market · total-market aggregate
https://api.csimarket.com/api/v1/marketTotal-market overview · cap, revenue, EBITDA, income, company counts
https://api.csimarket.com/api/v1/market/growthRevenue, income & FCF growth across the entire market · TTM/FY/Q
https://api.csimarket.com/api/v1/market/profitabilityAggregate margins, EBITDA & dispersion · TTM/FY/Q
https://api.csimarket.com/api/v1/market/valuationMarket P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
https://api.csimarket.com/api/v1/market/financial-strengthAggregate liquidity, leverage & Altman Z-score · TTM/FY/Q
https://api.csimarket.com/api/v1/market/efficiencyAsset turnover, cash conversion cycle · TTM/FY/Q
https://api.csimarket.com/api/v1/market/management-effectivenessROE, ROA, ROIC across the market · TTM/FY/Q
https://api.csimarket.com/api/v1/market/dashboardAll 6 analytics combined · 30/min
Share Prices scope: stocks.read
https://api.csimarket.com/api/v1/stocks/{identifier}/priceQuote for the latest or any past trading day · OHLC, previous close, change, returns, volume, typical price, ATR
https://api.csimarket.com/api/v1/stocks/{identifier}/historyDaily OHLCV series back to 2006 · ?from / ?to / ?limit
Market Performance, Indices & Rotation scope: market.read
https://api.csimarket.com/api/v1/market/performanceCap-weighted whole-market return & price breadth · 1d/5d/20d/60d/120d/252d
https://api.csimarket.com/api/v1/market/moversGainers, losers & most active · ?window= 1_day…252_days
https://api.csimarket.com/api/v1/indices/{index}Benchmark quote & constituent aggregates · constituents are current-date only
https://api.csimarket.com/api/v1/sectors/performanceCap-weighted sector league table across trading-day windows
https://api.csimarket.com/api/v1/industries/performanceCap-weighted industry league table across the same windows
https://api.csimarket.com/api/v1/market/regimeRules-based regime over returns, breadth & volatility · formula returned, deterministic confidence
https://api.csimarket.com/api/v1/sectors/rotationLeadership rank, rank change & rotation quadrant · prior ranks on point-in-time weights
https://api.csimarket.com/api/v1/industries/rotationThe same rotation view at industry level
  ?date=YYYY-MM-DDAny past trading day on every endpoint above · resolves to the last session at or before the date
News & Corporate Events scope: news.read
https://api.csimarket.com/api/v1/newsCanonical universal feed
https://api.csimarket.com/api/v1/companies/{identifier}/newsCompany news, entity-resolved
https://api.csimarket.com/api/v1/industries/{id}/newsIndustry news
https://api.csimarket.com/api/v1/sectors/{id}/newsSector news
https://api.csimarket.com/api/v1/market/newsMarket-wide news
https://api.csimarket.com/api/v1/news/eventsEvent-typed feed for quantitative work
https://api.csimarket.com/api/v1/news/articles/{id}One article in full
https://api.csimarket.com/api/v1/news/stories/{cluster_id}A whole story cluster · related coverage grouped, not counted twice
Companies · fundamentals · 13,000+ companies
https://api.csimarket.com/api/v1/companiesList
https://api.csimarket.com/api/v1/companies/{identifier}Overview
https://api.csimarket.com/api/v1/companies/{ticker}/growthRevenue, income & FCF growth rates · YoY/CAGR/vs-industry
https://api.csimarket.com/api/v1/companies/{ticker}/profitabilityGross, operating & net margins, FCF margin · TTM/FY/Q
https://api.csimarket.com/api/v1/companies/{ticker}/valuationP/E, P/S, P/B, EV/EBITDA multiples & yields · TTM/FY/Q
https://api.csimarket.com/api/v1/companies/{ticker}/financial-strengthLiquidity, leverage, debt coverage, Altman Z-score
https://api.csimarket.com/api/v1/companies/{ticker}/efficiencyAsset turnover, working capital cycle & capex intensity
https://api.csimarket.com/api/v1/companies/{ticker}/management-effectivenessROA, ROE, ROIC, cash conversion · TTM/FY/Q
https://api.csimarket.com/api/v1/companies/{ticker}/per-shareEPS, book value, FCF per share
https://api.csimarket.com/api/v1/companies/{identifier}/scoresFactor scores, Piotroski, Beneish, Altman
https://api.csimarket.com/api/v1/companies/{identifier}/zscoresCross-sectional z-scores vs industry peers
https://api.csimarket.com/api/v1/companies/{identifier}/quant-profile5-year statistical profiles
https://api.csimarket.com/api/v1/companies/{identifier}/signalsProbabilistic signals & regimes
https://api.csimarket.com/api/v1/companies/{ticker}/dashboardAll analytics · 30/min
https://api.csimarket.com/api/v1/companies/{identifier}/research-dossierFull company dossier · up to 13 sections composed from the endpoints above, each gated by your own licence
https://api.csimarket.com/api/v1/companies/{identifier}/earnings-datesEarnings-announcement calendar · announcement date vs filing date + gap_days · scope: fundamentals.read
https://api.csimarket.com/api/v1/companies/{identifier}/fundamentalsPoint-in-time fundamentals · mode=latest|original|as_of · revision vintages & knowledge time · scope: fundamentals.read
https://api.csimarket.com/api/v1/companies/searchResolve a name, ticker or CIK to a company · dual-class and recycled tickers handled
https://api.csimarket.com/api/v1/companies/discoverSemantic discovery from a plain-language description of the business
https://api.csimarket.com/api/v1/companies/{identifier}/similarSame-industry peers by business-description similarity · inferred, not a disclosed relationship
Market Structure · advanced & history technical & ttm are free (above)
https://api.csimarket.com/api/v1/companies/{ticker}/market-structure/advancedFull factor & risk panel · scope: market.read
https://api.csimarket.com/api/v1/companies/{ticker}/market-structure/historyHistorical snapshots
Financial Statements · 13,000+ companies
https://api.csimarket.com/api/v1/companies/{ticker}/income-statementsHistorical flat rows · TTM/FY/Q
https://api.csimarket.com/api/v1/companies/{ticker}/balance-sheetsHistorical flat rows
https://api.csimarket.com/api/v1/companies/{ticker}/cash-flow-statementsHistorical flat rows
https://api.csimarket.com/api/v1/income-statement/{identifier}Display view · ticker or CIK
https://api.csimarket.com/api/v1/balance-sheet/{identifier}Display view
https://api.csimarket.com/api/v1/cash-flow/{identifier}Display view
Institutional Ownership scope: ownership.read
https://api.csimarket.com/api/v1/companies/{identifier}/ownershipOwnership summary · aggregate, concentration (HHI/Gini) & by-manager-type mix
https://api.csimarket.com/api/v1/companies/{identifier}/ownership/holdersInstitutional holders list
https://api.csimarket.com/api/v1/companies/{identifier}/ownership/top-holdersLargest holders by market value
https://api.csimarket.com/api/v1/companies/{identifier}/ownership/changesQuarter-over-quarter position changes
https://api.csimarket.com/api/v1/companies/{identifier}/ownership/historyOwnership & holder count over time
https://api.csimarket.com/api/v1/ownership/screenerPOST · cross-sectional ownership screener
https://api.csimarket.com/api/v1/holders/{cik}Manager portfolio · by manager CIK
https://api.csimarket.com/api/v1/holders/{name}/holdingsManager portfolio · by name search
https://api.csimarket.com/api/v1/holders/{cik}/historyManager AUM & holdings over time
Insider Transactions scope: ownership.read
https://api.csimarket.com/api/v1/companies/{identifier}/insider-transactionsOfficer/director buys, sells, awards & dispositions
https://api.csimarket.com/api/v1/companies/{identifier}/insider-summaryNet open-market buy/sell & sentiment
https://api.csimarket.com/api/v1/insiders/{cik}An insider's transactions across companies
Business Segments & Geography scope: segments.read
https://api.csimarket.com/api/v1/companies/{identifier}/segmentsBusiness segment revenue & operating income · reportable vs disaggregation · % of consolidated revenue · reconciliation flag · point-in-time
https://api.csimarket.com/api/v1/companies/{identifier}/geographicGeographic revenue exposure · by_region and by_country as separate partitions (never summed across)
https://api.csimarket.com/api/v1/companies/{identifier}/exposureSegment + geography in one call
https://api.csimarket.com/api/v1/companies/{identifier}/segments/historySegment time series · quarterly or annual · scope: segments.history.read
https://api.csimarket.com/api/v1/companies/{identifier}/geographic/historyGeographic exposure over time · scope: segments.history.read
https://api.csimarket.com/api/v1/segments/{member_uid}Single segment by stable id · scope: segments.detail.read
https://api.csimarket.com/api/v1/segments/{member_uid}/historyOne segment's series · scope: segments.history.read
POST https://api.csimarket.com/api/v1/segments/screenerCross-sectional exposure screen · by region / % of revenue · scope: segments.screener.read
Company Relationships scope: relationships.read
https://api.csimarket.com/api/v1/companies/{identifier}/relationshipsRelationship graph · competitors/customers/suppliers/partners/investments/jv/licensing/distribution · REPORTED vs INFERRED (opt-in), evidence-backed, point-in-time
https://api.csimarket.com/api/v1/companies/{identifier}/competitorsCompetitors · materiality-ranked
https://api.csimarket.com/api/v1/companies/{identifier}/customersCustomers · reverse-view (direct + inverse) · disclosure provenance
https://api.csimarket.com/api/v1/companies/{identifier}/suppliersSuppliers · roles foundry/packaging_testing/raw_material/… · ?role= filter · reverse-view aware
https://api.csimarket.com/api/v1/companies/{identifier}/partnersPartners & alliances
https://api.csimarket.com/api/v1/companies/{identifier}/investmentsInvestments & M&A stakes
https://api.csimarket.com/api/v1/companies/{identifier}/jvJoint ventures
https://api.csimarket.com/api/v1/companies/{identifier}/licensingLicensing relationships
https://api.csimarket.com/api/v1/companies/{identifier}/distributionDistribution relationships
https://api.csimarket.com/api/v1/companies/{identifier}/supply-chain/geographyCounterparty geography · WHERE suppliers/customers are located (by_country/by_region + coverage) · counts not exposure
https://api.csimarket.com/api/v1/companies/{identifier}/relationships/historyBatch history · every edge's observed timeline in one call
https://api.csimarket.com/api/v1/relationships/{rel_uid}Single relationship by stable id
https://api.csimarket.com/api/v1/relationships/{rel_uid}/evidenceProvenance · why CSIMarket asserts it · scope: relationships.evidence.read
https://api.csimarket.com/api/v1/relationships/{rel_uid}/valuesEconomic values · value_provenance = explicit (disclosed $) vs derived (customer-concentration exposure = % × revenue, never a disclosed value) · ?value_provenance= filter · scope: relationships.value.read
https://api.csimarket.com/api/v1/companies/{identifier}/customer-concentrationCustomer concentration · Top-1/3/5/10 + hhi_named_customers (NAMED share only) + coverage (attributed vs unknown % — unknown ≠ zero) · derived · scope: relationships.value.read
https://api.csimarket.com/api/v1/companies/{identifier}/supplier-dependencySupplier dependency DATASET (not a score) · per-supplier role/criticality, persistence, geography (unknown retained), sole/single-source EVIDENCE flags, exposure (provenance-safe), events · scope: relationships.read
https://api.csimarket.com/api/v1/companies/{identifier}/relationship-riskIntegrated risk DATASET (not a score) · concentration + dependency + criticality + geography + exposure + events + evidence · risk_drivers[] (observed) vs risk_unknowns[] (limitations, never folded into a number) · scope: relationships.read
https://api.csimarket.com/api/v1/relationships/{rel_uid}/historyObserved timeline · years present, evidence-by-year, status
https://api.csimarket.com/api/v1/relationships/compare?companies=NVDA,AMDCompare 2-5 companies · shared / unique suppliers, customers, competitors · one call
https://api.csimarket.com/api/v1/companies/{identifier}/graph/neighborhoodMulti-hop network around a company · nodes and edges, not a flat list
https://api.csimarket.com/api/v1/graph/paths?from=AAPL&to=NVDAEvery disclosed route between two companies · indirect dependencies become visible
https://api.csimarket.com/api/v1/companies/{identifier}/graph/exposureIndirect exposure across the graph · industry rollup · weighted propagation · coverage
https://api.csimarket.com/api/v1/companies/{identifier}/market-shareMarket share against the DISCLOSED competitor set · member-level revenue, share, rank and coverage · the denominator is the combined revenue of the disclosed set, never total addressable market · scope: relationships.read
https://api.csimarket.com/api/v1/companies/{identifier}/market-share/historyMarket share as an annual TTM series · how position moved over time, on the same disclosed-set denominator · scope: relationships.read
Bulk / Pipeline Institutional+ · 10/min
https://api.csimarket.com/api/v1/income-statementsAll companies · cursor-paginated
https://api.csimarket.com/api/v1/income-statements/exportAsync CSV/JSON export
https://api.csimarket.com/api/v1/balance-sheets
https://api.csimarket.com/api/v1/balance-sheets/export
https://api.csimarket.com/api/v1/cash-flow-statements
https://api.csimarket.com/api/v1/cash-flow-statements/export
Async Exports
https://api.csimarket.com/api/v1/exportsGET list / POST submit
https://api.csimarket.com/api/v1/exports/{uuid}GET status / DELETE cancel
https://api.csimarket.com/api/v1/exports/{uuid}/downloadGET download completed export
License
https://api.csimarket.com/api/v1/license/statusRate limits, scopes, expiry
https://api.csimarket.com/api/v1/license/usagePer-minute request history
https://api.csimarket.com/api/v1/license/auditLast 100 requests with endpoint & IP
Flagship dataset · Quant Factor & Risk

13-year factor & risk panel.
Daily.

90-field point-in-time panel covering 10,020 US-listed companies from 2013 Q1. Style factors, composite score, risk scores, betas and alphas vs four benchmarks, index membership and weights, institutional ownership, FINRA short interest, liquidity, technicals, and regime labels: built for Barra/FactSet-adjacent quant workflows. Survivorship-safe (delisted names retained in the panel). Unreliable rows served with a held reason and null fields, a number you pull is one you can trust.

10,020 companies 90 fields 2013 Q1 → today daily D + quarterly Q survivorship-safe held-with-reason OpenAPI · self-describing llms.txt discoverable
Browse endpoints Try a live row: no key needed →
Key endpoints
GET · FLAGSHIP
https://api.csimarket.com/api/v1/companies/{identifier}/quant-factors
Style factors, risk scores, betas, index membership, institutional ownership, short interest, technicals, and regime labels. Period D (daily) or Q (quarterly history).
10,020 cos · 90 fields · 13-yr point-in-time · survivorship-safe
GET · FLAGSHIP
https://api.csimarket.com/api/v1/quant-factors/screener
Cross-sectional screener across the full universe. Filter by factor z-scores, risk scores, index membership, momentum regime, and more.
10,020 cos · cross-sectional · factor & risk rank · daily snapshot
GET
https://api.csimarket.com/api/v1/industries/{id}/dashboard
Full industry analytics: growth, margins, valuation, financial strength, efficiency, management effectiveness
110 industries · 133+ fields · 20+ yr history
GET
https://api.csimarket.com/api/v1/sectors/{id}/growth
Sector-level growth rates with dispersion statistics and cross-sector percentile rankings
13 sectors · 133 fields · TTM/FY/Q · 20+ yr
GET
https://api.csimarket.com/api/v1/companies/{identifier}/scores
Factor scores, Piotroski F-Score, Beneish M-Score, Altman Z-Score, and forensic signals
10,000+ cos · 67 fields · TTM/FY/Q
GET
https://api.csimarket.com/api/v1/companies/{ticker}/valuation
P/E, EV/EBITDA, FCF yield, earnings yield, P/S, P/B, vs 5-year company history and industry median
10,000+ cos · 55 fields · TTM/FY/Q
GET
https://api.csimarket.com/api/v1/income-statement/{identifier}
Normalised income statement: by ticker or CIK, TTM/FY/Q, bank and insurance schemas supported
13,382 cos · 65 fields · TTM/FY/Q · 20+ yr
GET · NEW
https://api.csimarket.com/api/v1/companies/{identifier}/ownership
Institutional ownership summary: aggregate %, holders, market value and concentration (HHI/Gini), plus top holders, changes, history and manager portfolios.
13,000+ cos · ownership.read · quarterly
GET
https://api.csimarket.com/api/v1/income-statements
Bulk flat rows for pipeline ingestion. Balance sheets and cash flows also available. Institutional plans.
13,382 cos · flat rows · pipeline ingestion
Resources

Live Sample: No Key Needed

Pull AAPL quant factors (daily + 2 quarterly), a cross-sectional screener slice, and the full 90-field schema. Same output as the paid endpoint. No signup.

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Interactive Documentation

Browse all endpoints, inspect schemas, and test requests with Swagger UI

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OpenAPI 3.0 Specification

Import into Postman, generate typed SDKs, or connect to any OpenAPI-compatible tool. Machine-readable field schema with value_scale per field.

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AI-Ready & Self-Describing

Structured for ML pipelines and LLM agents: per-field value_scale metadata, /api/discovery index, /api/fields dictionary, and csimarket.com/llms.txt for crawler discoverability.

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Methodology

TTM construction, z-scores, factor model, risk score construction, aggregation, forensic scores, known limitations

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Coverage

Live entity counts, date ranges, and filing coverage by exchange, direct DB reads, always current

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Changelog

Schema change history with 90-day deprecation policy

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API Status

Live health check, database latency, and rate limits by plan

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Ready to integrate?

Pull a live sample first: no key needed →   ·   Then browse the docs or contact us to discuss licensing.

data.info@csimarket.com