Assay

Financial-condition grades for SEC filers

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Data [top]

Every page is rendered from these files, and all of them are free to download. Each company page comes from its own artifact at tickers/TICKER.json, which carries every input with its receipt: tag, value, period end, filed date, form, accession and filing URL. The Downloads section of a company page offers its PDF, its artifact, and its inputs and rescans as CSV. The rescan history covers every rescan on file; the time machine browses it and the point-in-time reader opens any company on any rescan date.

FileSizeContents
index.csv1.6 MBevery ticker, one row: status, letter, percentile, composite, size band, warnings, price measures
inputs.csv.gz748 KBevery computable input of every graded company: value, percentile, peers, period end
history/rescans.csv.gz11.9 MBlong format: as_of, ticker, letter, percentile, composite, band, momentum, one row per company per rescan
history/cube.json7.5 MBper ticker, arrays of letters and percentiles aligned to the list of rescan dates; what the time machine reads
assay.sqlite3.gz26.4 MBone SQLite database: universe, rescans, inputs, warnings, with indexes on ticker
index.json6.3 MBevery ticker: status, letter, percentile, warnings, price measures, size band, filing gap
universe.json2.4 MBevery ticker with its eligibility status and reason
grade_history.json1.6 MBone change point per letter or band change, per ticker
filing_calendar.json1.3 MBexpected periodic filings per eligible ticker: class, period, due date, status
methodology.json7 KBthe run's method parameters and factor formulas
forecasts.json0 KBthe forecast log and scorecard

Field conventions: percentiles run 0 to 1 with lower stronger; money in US dollars as reported; dates ISO 8601; a missing value is null with a reason beside it. Data as is, without warranty.