Here are datasets we do not currently offer, but which may have an alternative or workaround solution.
Here are datasets that we’ve received questions about but don’t currently offer. Some have workarounds, which we will cover in this article.
Mergers
The rules for disclosing M&A are complicated. Here is an explanation: https://www.quora.com/For-a-public-company-when-does-the-size-of-an-acquisition-have-to-be-disclosed-publicly
You can obtain the 10-Q and 10-K data from Intrinio through our Fundamentals product and use the statement of cash flow to deduce the cost of acquisitions, but there isn't a line item for it.
Similarly, Intrinio provides the raw text via API for parts of the filing (Notes, for example) and companies will discuss M&A in unstructured formats here - so you can get the info, but you'd have to search it for mergers.
If you are interested in how a merger has affected the stock price of a security, you can use our historical market data.
Company ID & CIK
Depending on the feed, our fundamentals and SEC data may contain the Intrinio Company ID, Central Index Key (CIK), or other external IDs. If you need the Company ID and CIK but the dataset does not include both IDs, please reach out to us at success@intrinio.com and we can add a companies export with both IDs to your account.
Daily Updates
Some users need a nightly bulk download file that only has the new data recorded that day. Bulk downloads may be too comprehensive for this use case, while gathering each individual data point by ticker would cause you to hit your API usage limits.
Intrinio does not currently provide selective bulk file downloads. However, you can make similar requests with direct database access via Snowflake. Direct database access allows you to scan terabytes of data with simple SQL queries for fast, precise results. Learn more about Snowflake with our blog or webinar.
Standardized Financials by Segment
We currently do not offer standardized financials by segment (i.e. separate revenue numbers for Apple’s geographic reporting segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific).
S&P500 and Other Index Constituents
Some customers use index constituents and historical changes for backtesting to ensure that survivorship bias doesn’t affect their models. Intrinio does not provide index-level constituents (only EOD pricing).
Here is a user-generated CSV that addresses this issue. Please note that this is a third-party document and Intrinio does not accept any responsibility for the accuracy of this data.
We hope this is helpful! If you have questions about any other types of data, please contact us at support@intrinio.com.