Where the data comes from and how fresh it is
Every data set in the product, its source, how to tell how old it is and what it does not cover.
2 min read
On this page7 sections
Each number in the product shows its source and the time it is from. This page is the full list in one place. If something here is out of date, tell us: see Corrections.
Prices
| Data | Source |
|---|---|
| Stock prices during the day | Yahoo Finance quotes, fetched as a batch |
| Daily history for returns, backtests and records | Yahoo Finance daily closes, adjusted for splits and dividends |
| Indices, ETFs, commodities, currencies | Yahoo Finance chart data |
| Treasury yields | US Treasury daily par yield curve. The Treasury publishes once a day |
| Crypto | CoinGecko |
| Volatility indices and put/call ratios | Cboe |
| Prediction markets | Kalshi and Polymarket public data |
- Prices are not real time. The price on screen is the last one fetched, with its time.
- A quote dated from an earlier day is left out of a price run instead of being relabelled as current.
- Adjusted closes include dividends, so a return computed from them is a total return.
Company data
| Data | Source |
|---|---|
| Financial statements, margins, valuation | Market data vendors, drawn from company filings |
| Analyst targets and ratings | Market data vendors |
| Earnings dates and estimates | Nasdaq's public earnings calendar, for the last four and next eight weeks |
| SEC filings | SEC EDGAR |
Filings we turn into Follow
| Data | Source | Coverage |
|---|---|---|
| Fund holdings (13F) | SEC EDGAR | A fixed list of funds, back to the quarter ended December 2012 |
| CUSIP to ticker | OpenFIGI | As needed for each filing |
| House trades (PTRs) | Clerk of the House, electronic filings | 2023 onward. Scanned paper filings cannot be read |
| Insider trades (Form 4) | SEC EDGAR | Open-market buys and sells for covered stocks, recent weeks |
Senate disclosures are not read for Follow. See Congress disclosures.
News and discussion
| Data | Source |
|---|---|
| Headlines | Publisher RSS feeds, Yahoo Finance per-symbol feeds, PR Newswire, and press releases from the SEC, the Fed, the FTC, the DOJ and the Bureau of Labor Statistics |
| Research for a move or a brief | A web search service, restricted to recent dated sources |
| Reddit discussion | Public posts from a fixed list of investing subreddits |
| Policy posts | Public posts by the US president |
How fresh it is
None of these data sets refreshes on a schedule we can promise yet, so this page gives no clock times. Each one is fetched by a job, and each page shows when its data was last fetched. That printed time is the fact. If it looks old, the data is old.
What we compute ourselves
- Calls and price zones. See How calls and zones are produced.
- Unusual movers, moving averages, RSI and returns, from the price data above.
- Follow records, strategy backtests and live records. See How each number is computed.
- The briefing and agent runs, from all of the above.
Coverage
- US-listed stocks and funds only.
- Search covers a wider catalog than the set we keep research on.
- A stock outside the covered set can show prices and basic facts without a call. The report says so.
Read next
- How calls and zones are producedThe call on a stock comes from a fixed scoring rule, not from a model's opinion. The inputs, the thresholds and where each price zone comes from.
- What is written by a model and what is notA plain list of which parts of the product a language model writes, which parts are arithmetic or copied from a source, and how the two are kept apart.
- Editorial standards and correctionsThe standard our published writing is held to, how comparisons with other products are handled, and what happens when you report an error.
Something here wrong or unclear? Tell us. Informational only, not investment advice.