Understanding Intrinio's Product Catalog

If you're new to Intrinio, one of the first things you'll notice is that our platform includes a wide variety of financial datasets, APIs, bulk downloads, and streaming services. This guide explains how our product catalog is organized, what each category provides, and how to quickly determine which products are available with your subscription.

How the Product Catalog Is Organized

Intrinio's catalog is organized around financial data products rather than individual API endpoints. Each product represents a dataset or service, while the API provides one or more endpoints for accessing that data.

For example:

Many products can be accessed through multiple methods, such as REST APIs, WebSockets, and CSV bulk downloads.

Product Categories

The catalog generally falls into several major categories.

Company Fundamentals

Fundamental datasets provide company financial information sourced directly from SEC filings, including:

• Income statements
• Balance sheets
• Cash flow statements
• Company metadata
• Financial ratios
• Institutional ownership
• Insider transactions

These datasets are ideal for screening, financial analysis, valuation models, and historical research.

Market Prices

Intrinio offers multiple types of pricing data depending on your use case:

• End-of-day stock prices
• Historical stock prices
• End-of-day options prices
• Delayed market data
• Proprietary real-time derived pricing
• Tick-level market data

Different products are optimized for backtesting, charting, analytics, or real-time applications.

Real-Time Derived Data

Intrinio's proprietary real-time products are designed to provide high-quality market information without requiring exchange agreements or exchange fees.

EquitiesEdge

Provides proprietary Fair Market Value (FMV) pricing including:

• Last Price
• Open
• Close
• Volume
• Pre-market Volume
• Post-market Volume

Available via:

• REST API
• WebSocket

OptionsEdge

Provides proprietary real-time options analytics including:

• Synthetic Price
• Implied Volatility
• Delta
• Gamma
• Theta
• Vega
• Strike
• Expiration
• Option Type

Available via:

• REST API
• WebSocket

These products are excellent choices for applications that require real-time market information while avoiding exchange licensing complexity.

Bulk Downloads

Some datasets are also available as downloadable CSV files for large-scale processing.

Depending on your subscription, bulk downloads may include:

• Security Master
• Historical Fundamentals
• Historical Stock Prices

Bulk downloads are ideal for:

• Data warehouses
• Machine learning
• Backtesting
• Local databases
• Large historical imports

Products vs. API Endpoints

A common misconception is that products and API endpoints are the same thing.

They are not.

• Products define the datasets you subscribe to.
• API endpoints are simply different ways to retrieve data from those products.

For example, the US Fundamentals product includes dozens of endpoints for retrieving financial statements, ratios, filings, company information, and more.

Likewise, EquitiesEdge includes multiple REST endpoints and WebSocket channels that all access the same underlying product.

Finding API Endpoints for a Product

The fastest way to discover API endpoints available for a specific product is through your Intrinio account.

1. Log into your Intrinio account.
2. Navigate to Subscription or Access.
3. Select the data product you're interested in.
4. Click View API Documentation.

The API documentation automatically filters to the endpoints associated with that product.

You can also switch between:

• My Endpoints — only endpoints included with your subscription.
• All Endpoints — every endpoint available across the Intrinio platform.

This is typically the quickest way to understand how to work with a specific dataset.

Using the Intrinio MCP Server

If you're using AI-assisted development, the easiest way to explore the product catalog is with the Intrinio MCP Server.

The MCP Server understands:

• which products your account includes
• which API endpoints correspond to those products
• the relationships between datasets
• which tools best fit your use case

Instead of manually searching documentation, you can ask questions in natural language such as:

• "How do I retrieve quarterly revenue for Apple?"
• "Which endpoint provides institutional ownership?"
• "Show me how to stream real-time prices."
• "What products do I already have access to?"

Because the MCP Server is aware of your subscription, it recommends only datasets and endpoints available to your account, helping reduce implementation errors and unnecessary exploration.

Accessing Products

Your available products depend on your subscription plan.

The Individual, Startup, and Enterprise plans all include the same core data package. The primary differences between plans are licensing rights, commercial usage, support, and enterprise features—not the underlying API endpoint coverage. Enterprise subscriptions can also be customized with premium datasets and specialized licensing when needed.

Need a Product That Isn't Included?

If you're looking for a dataset that isn't part of your current subscription, or you need premium market data, custom licensing, or specialized datasets, our Enterprise team can help identify the right solution for your use case.