Signal8

Look up a term in the Signal8 Academy glossary (signal8.ai/learn/glossary) — dilution, SEC filing and trading jargon such as "ATM offering", "baby shelf", "full ratchet", "pre-funded warrant", "going concern", "LULD", "days to cover", "Form 25". Accepts a glossary slug ("atm-offering"), the term itself, or a common alias ("ATM", "price reset"); matching is case- and punctuation-insensitive. Returns the term, a one-line short definition, the long definition as Markdown, related terms, the Academy guides that use it, and the public url. A TERM_NOT_FOUND error means the glossary has no entry for that wording — not that the concept does not exist; try search_learn_guides with the same words. Works without an API key.

Get intraday accumulation/distribution metrics for the current or most recent trading session. Returns session VWAP, volume above/below VWAP, estimated buy vs sell volume (tick rule), volume by time period (morning/midday/afternoon), and comparison to average volume. Use for assessing real-time buying/selling pressure.

Get analyst ratings consensus for a company including average target price, number of analysts, buy/hold/sell breakdown, and consensus recommendation. Use when evaluating Wall Street sentiment or price targets.

Get aggregated analyst coverage for a ticker — consolidated view of grades, targets, and coverage breadth across covering firms.

Get forward analyst estimates for a company including EPS, revenue, EBITDA, and net income (low/high/avg) with analyst counts. Supports annual and quarterly periods. Use when analyzing forward earnings expectations or revenue forecasts.

Get recent analyst grade actions (upgrades, downgrades, initiations) for a ticker, including the grading firm and previous/new grade.

Get the SEC Form S-3 General Instruction I.B.6 "baby shelf" capacity: how much the issuer may raise off an effective shelf right now, given the one-third-of-public-float cap that applies below a $75M non-affiliate float, less the trailing-twelve-month takedowns already used. Returns the public float basis, the cap, takedowns counted and the remaining raisable amount. 🔴 `constraintApplies: false` means the cap does NOT bind (float at or above $75M, so primary offerings are unlimited under I.B.1) — it is NOT "no capacity" and NOT a favourable finding. 🔴 `constraintApplies: null` means the float value was NOT MEASURED (`suppressedReason: "float_unmeasured"`): neither the $75M test nor the cap could be answered — report it as not measured, NEVER as "the cap does not bind" and NEVER as unlimited. 🔴 A `suppressed` response means the figure is WITHHELD (for example an issuer that has been delisted to OTC and cannot run an S-3 primary at all) — report it as not stateable, NEVER as $0 raisable, which is a claim. 🔴 `suppressedReason: "ib6_pool_unattributed"` means the cap DOES apply but the trailing sales that would exhaust it could not all be attributed to an I.B.6 registration, so the derived $0 is a lower BOUND, not a measurement — `remainingCapacity` is null and `capacityUpperBoundDollars` is "at most", never a figure. 🔴 `suppressedReason: "issuer_not_ib6_limited"` means the issuer's own current prospectus offers MORE than the cap our float valuation would strike, on a cover with no I.B.6 limitation (`issuerUnlimitedOffer` echoes it): whether the cap applies is NOT MEASURED (`constraintApplies: null`) — never report it as $0, as constrained, or as unlimited. `floatValueBasis: "issuer_stated"` means the issuer's own printed I.B.6 float value (`issuerStatedFloat`, a prospectus no older than 60 days) was lower than the live valuation and was used. A null remaining capacity is likewise not measured, not zero. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get up to 10 years of quarterly cash position history from SEC XBRL filings (data.sec.gov company-facts). Returns an array of {periodEnd, usd, formType, isAnnual} sorted chronologically. Deduped by period with annual filings preferred over quarterly. Not feature-gated — works for any company with SEC filings.

Get the Signal8 cash position model for a company, derived from the dilution snapshot pipeline: anchor cash and anchor date, monthly burn, post-anchor capital raises (with SEC filing citations), known outflows, estimated current cash and runway months. Use when analyzing a company's current cash situation, runway, or capital raise activity. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status: coverage is partial, so `available: false` with reason `snapshot_not_generated` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no cash data and different from an outage (an outage is a 5xx). Never report a company as having no cash or no runway on the strength of an unavailable response. The `scenarios` envelope is preserved for compatibility but only `scenarios.closed` is populated: `pending` and `announced` are null with reason `scenario_not_modelled` because the extraction records only REALIZED cash-raising events and never models speculative raises. Do not infer them from shelf or ATM capacity. Included in Signal8 Pro (403 FEATURE_NOT_AVAILABLE, requiredTier "pro", without it). That is a tier upgrade, not an add-on purchase — the add-on is no longer sold.

Find companies projected to run out of cash within a date window. Similar to lockup expiration calendars but for cash depletion events. Returns companies sorted by urgency (lowest runway first). Runway is an estimate based on current burn rate — actual depletion depends on future capital raises and operational changes. Default window is today to 90 days out.

Get clinical trial data for a biotech/pharma company including trial phase, status, conditions, and interventions. Use when analyzing a biotech company's pipeline or upcoming catalyst events.

Get an enriched company profile by ticker symbol. Returns CIK, exchange, sector, industry, market cap, employee count, description, and other fundamental data. This is a lightweight lookup -- use this when you only need basic company info rather than the full bundle. Always includes halted/haltCode/haltedAt trading-halt status (false/null when trading normally); a halted-but-listed ticker reports delisted:false. `sharesOutstanding` is DATED: `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" = the issuer's statement date; "checked" = when it was last confirmed against a vendor; "none" = date not recorded) and a vendor-free `sharesOutstandingSource`. Quote the date with the count; null is NOT MEASURED, never zero.

Get full compliance rules evaluation for a company. Runs Nasdaq/NYSE deficiency detection, bid price tracking, and delinquent filing detection. Returns a comprehensive compliance picture combining SEC filing data, market data, and exchange rules. This is the most thorough compliance check available.

Cheap pre-check for whether Signal8 holds a dilution analysis for a company: coverage status (verified / stale / not_covered), extraction state (never_extracted / running / failed / timeout / complete), last attempt and last success timestamps, the coverage tier, and whether the ticker is out of scope. CALL THIS FIRST before the expensive dilution tools — it answers "is there anything to fetch" for a fraction of the cost. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. An `outOfScope` ticker is a statement about the PRODUCT (dilution analysis covers small-cap issuers only) and says NOTHING about that company's dilution — do not report a large-cap as having no dilution because it is out of scope. A `stale` status means the analysis is real but predates recent filings. `statusDetail` refines it: `newer_filing_unread` (a material filing — new/amended instrument, 424B5 pricing, split, 10-K — was filed after the snapshot and it has not read it; `unreadFilings` names them) and `delisting_filed` (a Form 25/25-NSE/15 filed after the snapshot; `delistingFiled` names it) both report `status: stale` — say the analysis predates that filing, never present it as current. A null `unreadFilings` is NOT MEASURED, never "nothing filed since". NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the historical shares-outstanding and cash series from SEC XBRL filings, with offering and material-cash-event overlays so an issuance or a raise can be lined up against the share count and cash balance around it. Use for share count growth over time and for the cash trajectory between financings. 🔴 THE HISTORICAL SHARE COUNTS ARE AS FILED — each point is on the split basis in force when it was reported and is NOT rebased to today, so a reverse split shows as a step and points either side of one are not directly comparable. Do not compute a growth rate across a split boundary from these raw points. A gap in the series means no filing supplied that period, not that the share count was unchanged. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get ONE instrument family's rows with per-field SEC citations — each figure carries the accession number, filing date and the verbatim quoted sentence it was read from, so every number can be traced to a filing. Families: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings. One family per call — request the families you actually need rather than sweeping all ten. 🔴 ROW-LEVEL WITHHOLDING: `withheldRows` / `withheldRowCount` mean specific rows could NOT be verified and were blanked, so every family total in the response is a LOWER BOUND, not a complete figure. Say so — presenting a holed total as complete understates a named issuer's dilution. An empty rows array on a covered company is a measured "none found in the filings read"; an unavailable response is not. 🔴 STATUS `disputed` (warrants / convertibles / preferred / exchangeables) means the ISSUER'S LATEST FILING DISPUTES THE INSTRUMENT'S EXISTENCE OR VALIDITY and its financial statements do not carry it: the row is SHOWN and EXCLUDED from every total (`summary.disputedInstrumentCount` / `disputedInstrumentShares`) — report it as a disputed claim against the company, never as outstanding and never as retired. 🔴 `contingencyTrigger: "event_of_default"` marks an instrument that converts ONLY on an event of default; it is still outstanding and still COUNTED — say "converts only on an event of default", never that it is not dilutive. 🔴 ON `convertibles` ROWS `principalBasis` says HOW `principalOutstanding` was arrived at: `aggregate_only` / `fair_value_only` / `conflict` / `undisclosed_since_issue` mean the current balance is NOT MEASURED (principalOutstanding is null) — report `principalOriginal` as the ORIGINAL principal with the balance undisclosed, never as the current balance. `conversionBasis: "formula_unanchored"` means the conversion mechanism is disclosed but no price input exists, so no share count can be computed — the row is unquantified, not zero. 🔴 ON `convertibles` / `preferred` ROWS `sharesIssuableBasis: "conflict_upper_bound"` means two filed counts DISAGREE and the filings do not explain why: `sharesIssuableIfConverted` is the HIGHER (principal ÷ conversion price, used so dilution is never understated) and `sharesIssuableIssuerStated` is the issuer's own printed figure. Report both, as "up to X; the issuer states Y" — never the higher figure alone as the issuer's count. 🔴 ON `warrants` ROWS a null `sharesUnderlying` beside `aggregateExerciseValueDollars` / `exercisePriceFloor` / `sharesCeilingAsFiled` is a DOLLAR-DENOMINATED or capped warrant: `summary.warrantSharesCeiling` is the MOST such rows could deliver — a ceiling (`≤`), never a count, never in `potentialNewShares`. `warrantCount` is a count of WARRANTS, not shares. 🔴 ON `shelfs` ROWS `babyShelfCurrentCapacityDollars` IS A STORED, DATED FIGURE, NOT TODAY'S HEADROOM: it was struck at extraction time from a float value that may be the issuer's own cover recital months old, less a takedown pool anchored to the corpus window. Always report it WITH its `babyShelfCapacityAsOf` date (`babyShelfCapacityBasis` says which float it rests on); a null date means undated, never current. For the raisable-now figure recomputed from the live float and 60-day-high price call `get_baby_shelf_capacity` — never present the stored figure as current. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get post-offering price performance: for each recorded offering, how the stock traded after it priced or closed. Use when assessing how the market has absorbed this issuer's past financings. 🔴 THIS IS HISTORY, NOT A FORECAST — it describes what happened after prior offerings and must never be phrased as an expectation, a price target or a prediction about a named company. An empty or unavailable series means no offering performance was measured, NOT that offerings had no effect and NOT that there were no offerings. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the dilution pressure score: a 0-100 score with its seven-component breakdown (shelf capacity, ATM/equity-line capacity, warrants in the money, convertible proximity, cash burn urgency, historical dilution, toxic financing), plus four risk levels — overall, offering ability, overhead supply, cash need. When the filings state no current share count, components that need the share count or market cap (warrants in the money, shelf / ATM capacity) are scored on the best-estimate share count — `details.sharesOutstandingEstimate` {shares, kind, asOf, source} and `details.marketCapSource: "derived_price_x_estimated_os"` say so; report those components as resting on an estimate. 🔴 THE SCORE IS MEANINGLESS WITHOUT `scoreMaxMeasured` AND `scoreWithheldReason`: components whose inputs could not be measured are DROPPED FROM THE DENOMINATOR, so a score of 58 may be 58 out of 85, not out of 100. Always report it as `score`/`scoreMaxMeasured` and name the excluded components from `scoreUnmeasuredComponents`; NEVER rescale it to /100, and never treat a low numerator as a low-risk finding. When `scoreDenominatorThin` is true the score rests on fewer than 70 measured points — report it as a PARTIAL reading ("N of M measured"), never as a full one. A non-null `scoreWithheldReason` (e.g. `no_dilution_snapshot`) means there is NO score — not a score of zero. 🔴 WHEN `levelsAreLowerBound` IS TRUE THE LEVELS ARE FLOORS, NOT MEASUREMENTS: a "medium" then means AT LEAST medium. State it as a lower bound; presenting a floor as a measurement understates the risk of a named issuer. `levelsLowerBoundScope` names WHICH levels are floors and ONLY those carry the at-least qualifier; `levelsLowerBoundReason` says why: `unquantified_live_instruments` (instruments that could not be sized were excluded — floors `overall` + `overheadSupply`), `offering_capacity_unknown` (a live shelf/ATM/equity line/registration states no remaining capacity) or `market_cap_unmeasured` (no market cap to compare capacity against) — both of which floor `overall` + `offeringAbility`, NOT `overheadSupply`; `os_growth_span_short` (share counts span under a year, growth shown raw, not annualized — floors `historical` + `overall`) or `os_growth_issuance_floor` (the latest share count could not be reconciled with the share history, so growth counts the last balance sheet plus only the filed issuances since — floors `historical` + `overall`) or `os_growth_rebased_partial` (growth measured on the company's own filed share history put onto one split basis, but some counts could not be placed — floors `historical` + `overall`) or `overhead_capacity_unquantified` (a live ATM, equity line or S-1 could not be converted to shares — size not stated or no current price — floors `overheadSupply` + `overall`). Name the stated reason, never another. `details.levelBounds` (since 2026-10-15) gives, per level, `floor` (the published level, unsized instruments counted at zero), `ceiling` (each unsized instrument at its filed maximum; null = some instrument has no filed maximum), `exact` (floor and ceiling agree, or the floor is high — the unsized instruments cannot move it, and the level is NOT in `levelsLowerBoundScope`), `bestEstimate` (each unsized instrument at its most likely size, never below the floor), `estimated` and `estimateBasis` (the assumptions, e.g. `atm_total_no_sales_reported`, `convertible_original_principal`). Signal8 surfaces show an estimated level as its `bestEstimate`; when you report one, say it is a best estimate and give the floor and ceiling — never present it as a measurement. `offeringAbilityBasis` / `overheadSupplyBasis` `atmRemainingBasis` / `elocRemainingBasis` say how a remaining was read: `total_minus_reported_sales` / `total_no_sales_reported` are the authorised total less reported sales, or the full total for a program started after the last periodic report — "up to". `details.osGrowthSource` names the share series behind `details.osGrowthRate`. When the rate is null, `details.osGrowthFacts` {fromShares, fromDate, toShares, toDate, splitsInWindow, basis} may carry two dated share counts from the filed history: a FACT, never a rating — the historical level stays not measured; with `basis: "as_filed"` the two counts are not on one split basis and must not be compared as growth. `levelsAreLowerBound` is always present. A null `overall` with a non-null `levelsWithheldReason` is WITHHELD — not low. `offeringAbility` is a capability profile, not pressure today: a live ATM/equity line whose drawable capacity is a MEASURED $0 (e.g. clamped by the I.B.6 cap) reads medium, while the score prices the $0 — do not describe that as the company being unable to raise. `overheadSupply` is TOTAL POTENTIAL DILUTION EXCLUDING SHELF as a % of shares outstanding: warrants, convertibles and preferred at their GROSS share counts, PLUS live ATM remaining (baby-shelf clamped) and equity-line remaining converted to shares at the current price, PLUS live S-1 registration shares, PLUS `details.registeredResaleOverhangShares` (already-issued affiliate shares on an EFFECTIVE resale registration). Low up to 20%, Medium 20-50%, High over 50%. Shelf capacity is NOT in it (that is `offeringAbility`). `details.overheadSupplyBasis` gives every component (`existingInstrumentShares`, `atmShares`, `elocShares`, `registeredShares`, `priceUsed`, `priceAsOf`, `pctOfOs`) and `unquantified` lists inputs that could not be converted; a null component is NOT MEASURED, never zero. It is NOT `inTheMoneySupplyPct` / `totalDilutiveShares`, which stay treasury-stock netted in-the-money figures. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the dilution snapshot header (the heaviest dilution call): summary totals (potential new shares and their percentage of shares outstanding, per-family share totals), the cash position (anchor cash, monthly burn, estimated current cash, runway months), the float block, and `meta` provenance. DOES NOT INCLUDE INSTRUMENT ROWS — call get_dilution_instruments per family for those, and call get_dilution_coverage first to avoid a wasted call on an uncovered ticker. 🔴 FLOAT: a declined float block (`available: false`) carries the read tier's `reason` and, when the extraction recorded a veto, a `refusal` object whose `withheldReason` is the exact value get_float serves — read that, not the bare reason, when reconciling the two. 🔴 FLOAT: when `floatWithheldReason` is non-null the tradeable float was NOT MEASURED and must not be stated as a number. `tradeableFloatCeiling` is an UPPER BOUND ("at most X"), NOT a float — never feed it to a market capitalisation, a percent-of-float, a short-interest ratio or a comparison; render it with a ≤ and say it is a bound. 🔴 RUNWAY: a runway figure beside `goingConcern: true` is a contradiction the issuer's own auditors have flagged — report both, never the runway alone. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get market-wide campaign-finance rollups across ALL tracked politicians for a cycle: total raised, top 10 individual donors, top 10 PACs, party/chamber/cycle splits, and a most-funded politician leaderboard. Use for "who are the biggest donors in 2024?" or "which party raised more?" type questions. For a single politician, use get_politician_donor_summary.

Get historical earnings data for a company including EPS actual vs estimate, revenue actual vs estimate, and surprise percentages. Use when analyzing earnings beats/misses or upcoming earnings expectations.

Get upcoming and recent earnings releases between two dates. Optionally restrict to a list of tickers. Returns ticker, date, time (BMO/AMC), EPS estimate, and revenue estimate when available. Supports market cap filtering to focus on large-cap or small-cap earnings only.

Get scheduled macro/economic events (CPI, FOMC, jobs reports, GDP, etc.) between two dates. Optionally filter to a single country (ISO-3166 alpha-2, e.g. "US"). Defaults to US when omitted.

Get aggregated ETF data in a single call. Combines multiple data sources (profile, holdings, sector weightings, country exposure, performance, news, analyst coverage, and comparables) into one response. Each data type is cached independently. Specify which types to include or omit to get above-the-fold defaults (profile, stock-summary, holdings, sectors).

Get key executives and officers of a company including name, title, compensation, and tenure. Use when researching company leadership or management quality.

Get the full text/HTML content of a single exhibit from an SEC filing. Returns the exhibit text along with exhibit_type, description, company_name, accession_number, and form_type. Use the maxLength parameter to truncate large exhibits. Find exhibit IDs with get_filing_documents (`exhibitId`, by accession number) or get_filing_exhibits (by filing ID), or from search_filing_text matches (`exhibit_id`).

Get the forward-looking 10-K / 10-Q SEC filing-deadline calendar within a date window. Optionally restrict to a universe (sp500/ndx/dji/all) and/or a list of form types (default both 10-K and 10-Q).

Get the full raw text/HTML content of an SEC filing by its internal filing ID (the `id` on search_sec_filings rows, `filingId` from lookup_accession_number or get_filing_documents). Returns the complete filing document which can be very large (10-K filings can be 1MB+). Use the maxLength parameter to truncate content for previews. The response includes company_name, form_type, filing_date, cik, and accession_number alongside the content. Record-only filings (bodyStored: false) have no body here — open them on sec.gov. To read one exhibit rather than the whole submission, use get_filing_documents or get_filing_exhibits, then get_exhibit_content. For Form 3/4/5, 13F and SCHEDULE 13D/G, get_filing_structured returns parsed fields instead of XML. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

List EVERY document in one SEC filing by accession number — the primary document, each exhibit, XML and XBRL files, graphics — with seq, type (e.g. "8-K", "EX-99.1"), description, size in bytes, `stored` and `secUrl`. Also returns the filing's cik, companyName, formType, filingDate, acceptedAt, bodyStored, primaryDocument, indexUrl, and `filingId`. HOW TO READ A DOCUMENT: if it has an `exhibitId`, call get_exhibit_content with that id; for the whole submission text call get_filing_document with `filingId`. `exhibitId: null` means the document has no readable text row here (XML/XBRL/graphics, or text not held) — open its `secUrl`. When `readableIdsResolved` is false the id lookup failed and exhibitId is omitted (not "none"); get_filing_exhibits(filingId) lists them. `stored: false` means Signal8 holds the filing record but not that document's body — it exists on EDGAR at `secUrl`. A filing not held in the archive returns a not-found error; its documents are still on EDGAR. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

List the readable exhibits (individual documents with stored text) within an SEC filing, by internal filing ID. Returns each exhibit's `id`, exhibit type, description, content size and sec_url. Use the `id` with get_exhibit_content. Excludes XML/XBRL. For the COMPLETE document list of a filing by accession number (including files with no stored text), use get_filing_documents.

Parsed, machine-readable data from an ownership or holdings filing, by accession number. `kind` says which: "ownership" (Form 3/4/5 and amendments) — issuer, reporting owners with relationship (director, officer title, 10% owner, or the filer's own "Other" text), and `parsed.transactions` (one row per transaction: table nonDerivative/derivative, securityTitle, transactionDate, code, acquiredDisposed A/D, shares, pricePerShare, sharesOwnedAfter, ownership D/I, and for derivatives exercisePrice, exerciseDate, expirationDate, underlyingTitle, underlyingShares); "thirteen_f" (13F-HR) — period, holdings with cusip, issuer, shares/principal, put/call, discretion and voting; "schedule13" (XML SCHEDULE 13D/G, filed 2025 onward) — reporting persons, percent of class, items. 13F VALUES: `valueThousands` is the raw filed number; the SEC changed its unit from thousands of dollars to whole dollars for filings on/after 2023-01-03, so use `valueUsd` / `totalMarketValueUsd` (normalised to dollars; null when the unit cannot be determined) and `valueUnit`. Holdings are capped at holdingsLimit (default 200) — `holdingsTotal` is the full count and `holdingsTruncated` says whether rows were cut. NULL MEANS NOT STATED IN THE FILING, never zero (e.g. a gift or grant with no price has pricePerShare null; Form 4 `directShares` is null on a derivative-only filing). `parsed.transactions` ABSENT (not empty) means the transaction table could not be read — the totals still apply. `parsed: null` on a 13F means the filing has no information table (e.g. 13F-NT), not zero holdings. Unsupported forms, pre-2025 Schedule 13D/G (not XML), and filings not in the archive return a not-found error whose `details.reason` says which — read those with get_filing_document instead. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

Get income statement, balance sheet, and cash flow data for a company. Supports annual, quarterly, and trailing-twelve-month views. Use when analyzing revenue, profitability, debt, or cash position.

Get float data for a company: floatShares, floatDefinition, as-of date, and — when the headline float is WITHHELD — the bounds and labelled stand-ins that replace it. Use when analyzing share supply. The share count the float was judged against (`basisSharesOutstanding`) is DATED: `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" / "checked" / "none" = date not recorded) and a vendor-free `sharesOutstandingSource`; never present the count without its date. CARDINAL RULE: null / absent / withheld means NOT MEASURED — never "no float", never "no restricted shares", never zero. A numeric 0 is a MEASURED zero and passes a null check, so decide from the reason/marker field ("floatWithheldReason", "restrictedBlockCount", "provenance", "direction"), never from the value alone. IMPORTANT: check "floatDefinition" to know which float you are reading — "tradeable" (shares outstanding minus affiliates minus restricted/unregistered blocks: what can actually reach the tape; used on filing-derived dilution-snapshot tickers), "non_affiliate" (the SEC I.B.6 figure, which INCLUDES restricted shares held by non-affiliates — not what a trader means by float), "non_affiliate_estimate" (approximated from ownership filings), or "free_float" (vendor methodology). TODAY "floatDefinition" and "source" are only present on dilution-snapshot results: a vendor-sourced float arrives with neither (just floatShares, asOfDate, floatEstimated) because vendors are not named — read an ABSENT floatDefinition as "not a filing-derived tradeable float" and do not assume it is tradeable. On snapshot tickers "nonAffiliateFloatShares" carries the SEC I.B.6 figure separately — it is the ONLY correct input to baby-shelf / I.B.6 shelf-capacity math; never use the tradeable float there, and never present the non-affiliate figure as tradeable supply. floatShares:null with "floatWithheldReason" set ("restricted_blocks_unnetted" | "stated_figure_impossible" | "affiliate_basis_stale" | "affiliate_figure_declined" | "affiliate_unreconciled" | "share_count_unavailable" | "split_post_dates_basis" | "split_unconfirmed" | "snapshot_float_unconfirmed" | "refusal_evaluation_failed") means the figure was deliberately WITHHELD by the snapshot AND no lower tier could answer — do not substitute a vendor float of your own. Since 2026-09-29 a snapshot that withheld its float FALLS THROUGH: when a lower tier can answer, "source" names that tier (computed / sec-10k / a market-data vendor tier), "floatShares" is ITS figure under ITS definition, and "snapshotFloatWithheldReason" carries the snapshot's reason as context ("the filing-derived snapshot could not state a float; showing <source>"). Read that field as provenance, never as a second refusal. 🔴 SINCE 2026-10-03 THE SNAPSHOT FIGURE ALWAYS HEADLINES: when the snapshot carries ANY figure — "floatEstimate" (~ point / <= ceiling / >= floor), "tradeableFloatCeiling", or an "affiliateBasis" range — "floatShares" stays null and THAT figure is the answer, with its label; a lower tier that also answered and passed the guard rides "otherSourceFloat" {floatShares, source, provenance:"other_source", floatDefinition, asOfDate} as a SECONDARY "other source" line — never the float, never arithmetic. A lower tier fills "floatShares" ONLY when the snapshot carries no figure at all. 🔴 SINCE 2026-10-04 A TRIVIAL CEILING IS NOT A FIGURE: a snapshot ceiling ("tradeableFloatCeiling", a "floatEstimate" with bound "ceiling", or an upper-only "affiliateBasis" range) at or above 99% of the share count says only "the float is at most every issued share" and is STRIPPED from the response (null), so the lower tier may headline under its own "source" with "snapshotFloatWithheldReason" as context (e.g. a vendor figure of 5.12M, not "<= 11.18M" on 11.18M shares). Floors and point estimates are never stripped. EXCEPT (2026-10-08): a "floatEstimate" with rung "affiliate_sizing_estimate" carries a "reason" built from the filings' itemised insiders (e.g. "no reported insider holdings (4 affiliates at zero); 1 unreported: <name> (CFO, since <date>)") and "unsizedAffiliates" [{holder, role, since}]; it is KEPT even at the share count because the reason is a finding — quote the reason with the figure, and never present it as floatShares. A "shares_outstanding_ceiling" whose "reason" states a declared affiliate floor ("the insider holdings the filings size total at least N shares") may likewise be served at the share count, but ONLY as the last resort when no lower tier answered or its answer was refused (2026-10-11). 🔴 SUPERSEDED LATER ON 2026-10-11: EVERY "shares_outstanding_ceiling" now carries a "reason" (the declared floor, or "the filings do not size the insider holdings, so none are deducted") and HEADLINES even at the share count — a vendor figure then rides "otherSourceFloat" only. A "floatEstimate" may also carry "qualifier" (a short label — quote it with the figure, e.g. "insider holdings not sized") and "offBasis" (an array): "pre_split_as_filed" = the figure is AS OF "asOf", BEFORE the split(s) in "splitsAfter" [{ratio, effectiveDate, status}], NOT restated across them; "ordinary_shares_unconverted" = in ORDINARY shares on an ADS whose ratio is unresolved, NOT ADSs; "count_predates_issuances" = struck from a dated filing-cover count ("countSource") with later issuances not counted. An "offBasis" figure is true ONLY with its label: never compare it with a price, a market cap, another float or a threshold, and never state it without the label. Since 2026-10-01 that fall-through is GUARDED: a lower-tier figure dated before a split the snapshot names, or outside the snapshot's own floor / ceiling / point estimate, or (since 2026-10-08) COUNTED before share issuances the snapshot records totalling at least 10% of it, is REFUSED and the withheld envelope is served with "fallbackRefusal" {reason: "fallback_predates_split" | "fallback_predates_issuance" | "fallback_outside_snapshot_bounds", refusedSource, detail} beside the snapshot's "floatWithheldReason". The refused figure is NOT in the response and must not be fetched from a vendor to fill the gap — the detail says why no lower tier is shown either. A snapshot that stated a float never carries it. A withheld result may carry up to four stand-ins, each labelled IN the object; NONE is a float and NONE may be fed to a market cap, a percent-of-float, a short-interest ratio, a screen, a sort or a comparison: (1) "tradeableFloatCeiling" is an UPPER BOUND — the tradeable float is AT MOST this; render it with "<=" and nothing else (null = no bound stateable, never 0). (2) "affiliateBasis.floatLowerBound" / "floatUpperBound" are a RANGE the float lies in — "between X and Y"; each end is null independently when not measurable, so state the ends that exist as inequalities. They bound the NON-AFFILIATE float, which still INCLUDES restricted shares held by non-affiliates — NOT the tradeable floatShares. This object also appears on PUBLISHED floats; there it is context, never a bound on floatShares (a "convention_conservative" tradeable figure can sit BELOW floatLowerBound because it also deducts the restricted shares the bound includes — that is not a contradiction). (3) "floatEstimate" is a BADGED ESTIMATE {shares, basis, direction, confidence}: "basis" is the itemised working (quote it), "direction" says which way it errs ("overstates" = the true float is at most shares; "understates" = at least; "unknown"), "confidence" describes the estimate, not a float. Since 2026-09-29 it is the SNAPSHOT FLOAT LADDER figure on any withheld snapshot ticker and may also carry "rung" ("non_affiliate_estimate" | "shares_outstanding_ceiling" | "rolled_forward_lower_bound" | "recital_rolled_forward_estimate" | "successor_exchange_estimate" | "affiliate_sizing_estimate" | "restricted_block_ceiling" — at most O/S less affiliates, less the restricted blocks the filings place outside them and the part of the unplaced blocks too large to fit inside them), "bound" ("point" = about X, render "~X"; "ceiling" = AT MOST X, render "<= X"; "floor" = AT LEAST X, render ">= X") and "asOf"; a floor or ceiling is a BOUND, never a point value. null means no figure could be derived from the snapshot's structured fields. An estimate never becomes floatShares — present shares WITH basis and direction, never alone. Unrelated to the boolean "floatEstimated", which flags a published floatShares back-derived from a USD public-float disclosure. (4) "vendorFallback" is a third-party free-float figure {floatShares, provenance:"vendor", floatDefinition:"free_float", asOfDate, splitAdjusted} offered beside the withhold — NOT our number, NOT on the tradeable definition, already refused when our filings refute it. Present it as the vendor free float as of its own date, never in the "Float" slot. "restrictedShares":null means NOT MEASURED (a block exists whose size the filings do not state), NEVER zero; "restrictedBlockCount":0 is an answer, not an absence. "affiliateBasisStale" (with basisSpanDays/affiliateAnchorDate) labels a float whose affiliate table is materially older than its share count — the number itself is unchanged. "tradeableBasis":"convention_conservative" means the filings did not answer and a published convention resolved it — see "tradeableConvention" and do not present the figure as exact.

Get the POINT-IN-TIME float history for a company — one sample per trade date (float shares, shares outstanding, and the source the float came from). Use to answer "what was the float on date X" or to see float expand across a dilution event, which the latest-only get_float cannot show. IMPORTANT: this series is FORWARD-ONLY — it began accumulating in mid-2026 and is NOT backfilled, so early/absent history is expected and an empty rows array is a normal result, not an error or a delisted company. Each row carries "source" ("computed" | "sec_10k" or a market-data vendor tier) because float quality varies by provider — weigh rows accordingly rather than treating all sources as equal. Charged per your API tier.

Get historical OHLCV price candles for a stock. Supports daily, weekly, and monthly resolutions. Use period shorthand (1M, 3M, 6M, 1Y, 5Y, ALL) or explicit from/to UNIX timestamps. Default is 1 year of daily candles. Use this to compute price returns, chart price history, or analyze volume trends over time.

Detect cluster buying patterns for a company. Identifies periods where 3+ distinct insiders purchased shares within a 14-day window -- a strong bullish signal that often precedes positive corporate announcements or price appreciation.

Discover insider trading patterns across multiple companies. Unlike get_insiders which shows insider activity for a single ticker, this tool searches the entire universe to find insiders active across multiple companies, cluster buying patterns, and large transactions. Filter by insider name, transaction type, or date range. Cluster buying is computed only for purchases (transactionType P, the default). Useful for detecting coordinated insider activity, cross-company insider networks, and market-wide buying/selling trends.

Get current open insider positions for a CIK (either an insider or an issuer). If an issuer (company) CIK is supplied, returns all insiders' positions for that company. If an insider (reporting-person) CIK is supplied, returns that insider's open positions across all issuers they have filed Form 4 for. The response includes a `lookupMode` field (`"issuer"` or `"insider"`) indicating which interpretation matched. Derived from Form 4 filings.

Get per-insider position aggregates for a given ticker — which insiders hold positions in the stock and their aggregate cost/value. Derived from Form 4 filings. NOT LIFETIME: every figure covers only the Form 4 history Signal8 holds, which starts at the response's `coverageStart` date (also repeated on each row) — say "since <coverageStart>", never "lifetime" or "all-time". Each row carries `costBasisStatus`: `complete` (every share the history knows was bought inside coverage), `partial` (the holding predates coverage, so `weightedAvgCost` averages only in-coverage priced buys and is NOT the cost of the position), or `unknown` (the first in-coverage event was a sale, or there was no priced buy — `weightedAvgCost`/`costBasisTotal` are null, which means NOT MEASURED, never zero cost).

Get detailed insider transaction history for a company from Form 4 filings. Returns individual buy/sell transactions with insider name, title, shares, price, and transaction codes. Supports pagination for companies with extensive insider activity. Filter by year/month to narrow results, or use transactionCode to find only purchases (P), sales (S), etc. Useful for identifying "first insider buy since X" patterns. IMPORTANT: each row's sharesOwnedFollowing is the holding on THAT row's ownership line only (securityTitle + directOrIndirect + natureOfOwnership), NOT the insider's total position — insiders often report several lines. holdingsByInsider lists every line with its as-of filing; its sumOfReportedLines is not beneficial ownership (lines can be stale). Never compute a "% of position" from one row; use 13D/13G totals, or omit the percentage. A trade re-reported in a later filing is listed once.

Get insider trading discovery data for a company. Includes cluster buying detection, entity-centric insider model, and Form 4 cross-referencing. Shows insider transactions with buying/selling patterns that may signal upcoming corporate actions. Each insider includes a transactionBreakdown by SEC code (P=Purchase, S=Sale, F=Tax withholding, M=Exercise, G=Gift, A=Award), netSharesSold12m (code S only, excludes tax withholding), and isPrimarilyTaxWithholding flag to distinguish routine RSU vesting from discretionary selling. Supports pagination with limit/offset.

Get an institution's position changes over recent 13F periods by CIK. Reads the number of trailing periods to include.

Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.

Get detailed information about a specific institutional investor by their SEC CIK number. Returns the institution name, total AUM, number of holdings, and filing history. Use get_institutions first to find the CIK for an institution.

Get the list of 13F filings for an institution by CIK, with pagination.

Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

Get sector allocation and top holdings analytics for an institution's portfolio by CIK.

Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.

Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.

Get institutional holders (13F filers) for a company. Returns institutions that hold positions in this stock based on SEC 13F filings, including shares held, portfolio weight, and filing dates. Useful for understanding institutional ownership concentration.