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Twelve research areas.

Every figure shows its source. Derived values (ratios, ranks, percentiles, changes) are computed from the raw data and traceable to their inputs; missing values are marked unknown.

Across all 12 research areas →Not covered yet →

Every area below works today through inmoney-data; an area is marked only when it does not. The connector for your own AI is verifying internally and opening soon; today the data is reached through Desk, by invitation.

Company business and financials

135 items · 130 raw · 5 computed

What a company does, how it earns money, and what its statements and filing footnotes report, down to the segment.

For example: “Which products bring in most of Apple’s revenue?”

Tools: Get SEC filings data, Get financial statements, Get company profile.

  • Business description
  • Industry classification
  • Fiscal year
  • Reporting period

Income and per-share data

  • Revenue
  • Cost of revenue
  • Gross profit
  • R&D expense
  • SG&A expense
  • Operating expenses
  • Operating income
  • Interest expense
  • Other non-operating gains and losses
  • Pretax income
  • Income tax expense
  • Net income
Show all 19
  • Basic EPS
  • Diluted EPS
  • Basic weighted-average shares
  • Diluted weighted-average shares
  • Depreciation, amortization and depletion
  • Share-based compensation expense
  • Dividends per share

Balance sheet

  • Cash
  • Short-term investments
  • Accounts receivable
  • Inventory
  • Current assets
  • Net property and equipment
  • Goodwill
  • Intangible assets
  • Long-term investments
  • Total assets
  • Accounts payable
  • Current deferred revenue
Show all 21
  • Short-term debt
  • Current portion of debt
  • Long-term debt
  • Operating lease liabilities
  • Current liabilities
  • Total liabilities
  • Shareholders’ equity
  • Noncontrolling interests
  • Retained earnings

Cash flow

  • Operating cash flow
  • Capital expenditure
  • Investing cash flow
  • Financing cash flow
  • Share repurchases
  • Dividends paid
  • Acquisitions
  • Proceeds from debt issuance
  • Debt repayments
  • Taxes paid
  • Change in accounts receivable
  • Change in inventory

Share count

  • Common shares outstanding
  • Market value of the public float held by non-affiliates

Commitments and supplemental items

  • Remaining performance obligations
  • Debt maturing in year 1
  • Debt maturing in year 2
  • Debt maturing in year 3
  • Debt maturing in year 4
  • Debt maturing in year 5
  • Debt maturing after year 5
  • Purchase commitments
  • Remaining share repurchase authorization
  • Raw materials inventory
  • Work-in-process inventory
  • Finished goods inventory
Show all 18
  • Unrecognized tax benefits
  • Loss contingency accruals
  • Unrecognized share-based compensation expense
  • Effective tax rate
  • Goodwill impairment
  • Restructuring charges

General footnote values

  • Accumulated other comprehensive income
  • Interest income
  • Foreign exchange transaction gains and losses
  • Stock options outstanding
  • Weighted-average option exercise price
  • Net operating loss carryforwards
  • Deferred tax assets on loss carryforwards
  • Deferred tax valuation allowance
  • Net deferred tax assets
  • Deferred tax liabilities
  • Operating lease cost

Investment securities

Available-for-sale securities

  • Fair value
  • Unrealized gains
  • Unrealized losses
  • Net unrealized gains or losses Computed

Held-to-maturity securities

  • Amortized cost
  • Fair value
  • Unrealized gains
  • Unrealized losses
  • Net unrealized gains or losses Computed
  • Net deferred tax Computed

Banks

  • Net interest income
  • Interest expense
  • Net loans
  • Deposits
  • Allowance for credit losses
  • Provision for credit losses
  • Noninterest income
  • Noninterest expense

Insurers

  • Earned premiums
  • Written premiums
  • Claims and benefits paid
  • Loss reserves
  • Future policy benefit liabilities
  • Net investment income
  • Deferred acquisition costs
  • Unearned premiums

REITs

  • Rental income
  • Real estate costs
  • Accumulated depreciation on real estate
  • Net real estate
  • Real estate depreciation
  • Gains on real estate sales
  • Secured debt

Segment research

  • Revenue by product
  • Revenue by business segment
  • Revenue by region
  • Segment operating income
  • Company-defined segment profit
  • Significant segment expenses
  • Other segment items
  • Segment depreciation
  • Segment capital expenditure
  • Segment assets such as goodwill
  • Share of the total Computed
  • Year-over-year change Computed
Show all 15
  • Parent-child relationships
  • Overlapping items
  • Unallocated amounts

There are 113 fixed raw fields taken directly from SEC filings, plus 3 computed results from the footnote detail. Segment fields vary with what each company actually discloses.

Financial quality and efficiency

38 items · 38 computed

Whether a company’s growth, returns and cash backing look healthy, and how its debt and share count are changing.

For example: “Is Coca-Cola’s net income backed by cash?”

Profitability

  • Gross margin Computed
  • Operating margin Computed
  • Net margin Computed
  • Free cash flow margin Computed
  • Share-based compensation as a share of revenue Computed

Capital efficiency

  • ROE Computed
  • ROA Computed
  • ROIC Computed
  • Asset turnover Computed
  • Equity multiplier Computed

Growth

  • Revenue growth, year over year Computed
  • Revenue three-year CAGR Computed
  • EPS growth, year over year Computed
  • Revenue growth acceleration Computed
  • Net income growth acceleration Computed

Cash quality

  • Operating cash flow to net income Computed
  • Free cash flow conversion Computed
  • Accruals ratio Computed

Debt and coverage

  • Total debt Computed
  • Net debt Computed
  • Net debt to EBITDA Computed
  • Interest coverage Computed
  • Debt to equity Computed
  • Current ratio Computed
  • Quick ratio Computed

Dilution and payouts

  • Share count change, year over year Computed
  • Net dilution, year over year Computed
  • Dividend payout ratio Computed
  • Potential dilution from employee options Computed
  • Components behind these calculations Computed

Risk markers

  • Receivables growing faster than revenue Computed
  • Inventory growing faster than revenue Computed
  • Earnings not backed by cash Computed

Financial quality models

  • Piotroski F-score financial components Computed
  • Beneish M-score financial components Computed
  • Altman Z-score financial components Computed

Change and traceability

  • Year-over-year change Computed
  • Quarter-over-quarter change Computed
  • Gross margin change Computed
  • Operating margin change Computed
  • Net margin change Computed
  • TTM data Computed
  • Historical revisions Computed
  • Restatements Computed
  • Calculation inputs Computed
  • Reasons for missing values Computed

Valuation and returns

27 items · 15 raw · 12 computed

What a stock costs against what the company earns, owns and returns, and how that compares with its own history.

For example: “How does Alphabet’s P/E compare with its own history?”

Size

  • Market capitalization Computed
  • Enterprise value Computed

Multiples

  • TTM P/E Computed
  • Forward P/E Computed
  • PEG Computed
  • TTM P/S Computed
  • P/B Computed
  • EV/EBITDA Computed

Yields

  • Free cash flow yield Computed
  • Dividend yield Computed
  • Shareholder yield Computed

Payouts

  • Dividend amount
  • Dividends per share
  • Repurchase amount
  • Remaining share repurchase authorization

Against its own history

  • P/E percentile in its own history
  • P/S percentile in its own history
  • P/B percentile in its own history
  • EV/EBITDA percentile in its own history
  • Free cash flow yield percentile in its own history
  • Number of valid observations
  • Observation window

Inputs

  • Full Altman Z-score with its market-value components Computed
  • Price used in each valuation
  • Share count used
  • Financial period used
  • Filing source used

Earnings and expectations

21 items · 19 raw · 2 computed

Whether a company beat or missed, what analysts expect next, when it reports, and what management said about it.

For example: “Which companies report next week, and what do analysts expect?”

Tools: Get earnings history, Get earnings calendar, Get earnings call transcript.

Reported against expected

  • Historical actual EPS
  • Expected EPS
  • Surprise amount Computed
  • Surprise percentage Computed
  • Annual and quarterly earnings records
  • Analyst estimates for future periods

Analyst views

  • Analyst price targets
  • Number of analysts rating strong buy
  • Number of analysts rating buy
  • Number of analysts rating hold
  • Number of analysts rating sell
  • Number of analysts rating strong sell

Report timing

  • Expected report date
  • Actual report date
  • Before-market or after-market label
  • Financial period the report covers

Earnings calls

  • Call transcript
  • Management remarks
  • Analyst Q&A
  • Speakers and their titles
  • Call sentiment values as supplied by the source

Disclosures, risk and governance

44 items · 44 raw

What a company told the SEC in its own words, what changed from the last filing, and how it pays and governs itself.

For example: “What changed in Meta’s risk factors since the last quarter?”

Selectable SEC text

  • Risk Factors, including quarterly risk updates
  • MD&A (management’s discussion and analysis)
  • Market Risk
  • Controls
  • Auditor Report
  • Cybersecurity
  • Earnings Release

Text research

  • Section text from a chosen filing

Against a comparable filing

  • Paragraphs added
  • Paragraphs deleted
  • Paragraphs reworded
  • Comparison filing
  • Filing date
  • Source link
  • Section status such as not applicable, incorporated by reference to another document, and section not found

Governance and filing research

  • Total executive compensation
  • Compensation actually paid under the SEC rules
  • Average pay for other executives
  • Average pay actually paid for other executives
  • Total shareholder return for the company
  • Total shareholder return for its peers
  • Net income
  • Company-selected performance measure

Newly registered securities

  • Maximum aggregate offering amount
  • Shares registered
  • Registration fee
  • Security type
Show all 29
  • Carried-forward registration amounts
  • Resale flag
  • Automatic shelf registration flag
  • Financial statement error corrections
  • Restatement clawback analysis
  • Auditor attestation of internal controls
  • Insider trading policy
  • Third-party involvement in cybersecurity
  • Flag for a material cybersecurity impact
  • Filing type
  • Filing date
  • 8-K item codes
  • Exception markers such as late filing and non-reliance notices
  • Historical value updates
  • Revisions and restatements
  • Sign corrections
  • Source traceability

Ownership and insider activity

68 items · 64 raw · 4 computed

Who owns a stock, who is buying or selling it, and how that has changed, as they filed it.

For example: “Did insiders sell AMD this month?”

Tools: Get institutional holdings, Get insider transactions, Get congressional trades.

Insider research

  • Filer
  • Position
  • Relationship to the company
  • Security class
  • Transaction code
  • Acquisition or disposition
  • Shares traded
  • Price
  • Holdings after the trade
  • Direct or indirect holding
  • Nature of the holding
  • 10b5-1 plan flag
Show all 25
  • 10b5-1 plan adoption date where it can be extracted
  • Open-market buy and sell counts over 90 days and 12 months
  • Number of insiders over 90 days and 12 months
  • Shares bought and sold over 90 days and 12 months
  • Amounts bought and sold over 90 days and 12 months
  • Shares sold under plans
  • Share of the matching holding Computed
  • Median of that share Computed
  • Cluster-buying flag
  • Time since the last open-market buy by the same insider
  • Time since the last open-market buy by insiders company-wide
  • Latest open-market buy
  • Start of historical coverage

Shareholder and disclosure research

13D/13G

  • Major holder identity
  • Shares held
  • Percent held
  • Sole and shared voting power
  • Event date
  • Amendments and exits

Form 144

  • Shares proposed for sale
  • Disclosed market value
  • Company shares outstanding
  • Expected sale date
  • Broker
  • Exchange
Show all 44

13F, by quarter

  • Number of institutions
  • Shares held
  • Market value
  • Institutions entering and exiting
  • Institutions adding and trimming
  • Shares in puts and calls
  • Filings
  • Late filings

Institutional ownership

  • 13F long positions as a share of company shares Computed
  • Quarterly change in that share Computed
  • Denominator used
  • Filing source

ETF reverse lookup

  • ETFs in coverage that hold the company
  • Weight
  • Value
  • Shares
  • Report date

Congressional trading disclosures

  • Person
  • Transaction type
  • Transaction date
  • Disclosure date
  • Amount range
  • Other fields as returned by the source

Fails-to-deliver

  • Settlement date
  • Quantity
  • Reference price
  • Half-month maximum and its date
  • Average
  • Number of days listed
  • Maximum reference amount
  • Anomaly markers
  • Share of shares outstanding at the time

ETF holdings and look-through

38 items · 29 raw · 9 computed

What is inside an ETF, how concentrated it is, what its holdings look like underneath, and how its shares are created and redeemed.

For example: “How much do SMH’s top five holdings make up together?”

Tools: Get ETF constituents.

Holdings and weights

  • Holding name
  • Ticker
  • Security identity
  • Shares or balance
  • Value
  • Weight in net assets
  • Sector weights
  • Asset class mix
  • Fund net assets
  • Number of holdings
  • Top-10 concentration

Changes

  • Holdings added and removed by quarter
  • Number added and removed
  • Largest weight change
  • Securities lending cash collateral as a share of net assets

Look-through

  • Look-through earnings yield Computed
  • Look-through P/E Computed
  • Look-through P/B Computed
  • Look-through revenue growth, year over year Computed
  • Look-through net margin Computed
  • Share of net assets in loss-making companies Computed
  • Look-through coverage ratio Computed
  • Matched holdings Computed
  • Total holdings Computed

Fund terms and creation

  • Expense ratio
  • Portfolio turnover
  • Dividend yield
  • Inception date
  • Fund structure
  • Leveraged-fund flag
  • Shares per creation unit
  • In-kind creation and redemption share
  • Number of authorized participants
  • Largest participant share
  • Securities lending flag

Reporting basis

  • Holdings report date
  • Filing
  • Prior-period basis used for comparison

Price, trend and market structure

74 items · 25 raw · 49 computed

Where a price is, how it got there, and whether it is above or below the levels traders watch.

For example: “Is Amazon above its 50 and 200-day averages?”

Tools: Get market quotes, Get price series, Get technical indicator, Get market state, Compare symbols, Get index series, List indices, Get market movers, Search symbols.

Quotes and history

  • Current quote
  • Change in amount
  • Change in percent
  • Volume
  • Open price
  • High price
  • Low price
  • Close price
  • Adjusted close
  • Bid
  • Ask
  • Other quote fields as supplied by the source
Show all 28
  • 52-week high
  • 52-week low
  • 50-day moving average Computed
  • 200-day moving average Computed
  • Beta
  • Daily price series
  • Weekly price series
  • Monthly price series
  • Supported intraday price series
  • Index directory
  • Index price series
  • Top gainers
  • Top losers
  • Most active
  • Symbol search
  • Identity matching

Technical indicators and states

  • EMA9 Computed
  • EMA20 Computed
  • Price position against EMA9 and EMA20 Computed
  • RSI14 Computed
  • Previous RSI14 Computed
  • RSI14 crossing 50 Computed
  • RSI14 leaving overbought or oversold zones Computed
  • Latest RSI14 recovery event Computed
  • Bollinger upper band Computed
  • Bollinger middle band Computed
  • Bollinger lower band Computed
  • Bollinger %B Computed
Show all 21
  • Bollinger bandwidth Computed
  • Price position within the Bollinger bands Computed
  • Today’s VWAP Computed
  • Gap between price and VWAP Computed
  • OBV20 Computed
  • OBV20 positive or negative state Computed
  • How long a state has lasted Computed
  • Data sufficiency Computed
  • Reason an indicator cannot be computed Computed

Price structure

  • High of the previous 20 bars Computed
  • Low of the previous 20 bars Computed
  • Dates of that high and low Computed
  • Closing breakouts Computed
  • Frozen breakout levels Computed
  • First touch after a breakout Computed
  • First reclaim after a breakout Computed
  • Latest close position after a breakout Computed
  • EMA9/20 crosses Computed
  • Closes through EMA20 Computed
  • Volume as a multiple of the previous 20-bar average Computed
  • Consecutive breakout count Computed
Show all 16
  • Breakouts in the last 20 bars Computed
  • Consecutive bars on one side of EMA20 Computed
  • Tracked length Computed
  • Structure events Computed

Comparison statistics

  • Minimum Computed
  • Maximum Computed
  • Mean Computed
  • Median Computed
  • Cumulative return Computed
  • Variance Computed
  • Standard deviation Computed
  • Maximum drawdown Computed
  • Covariance Computed
  • Correlation Computed

Options activity and positioning

23 items · 15 raw · 8 computed

Where options trading is concentrated, how big a trade was against what was open before it, and how open interest changed afterward.

For example: “Where is options activity concentrated in SPY today?”

Tools: Get options activity for a symbol, Get options activity event, List options activity, Get open interest map, Get options ratios.

Volume and ranking

  • Call volume
  • Put volume
  • Total volume
  • New volume within a chosen window
  • Activity by underlying
  • Activity by contract
  • Activity by expiration
  • Activity by strike
  • Premium estimated at the midpoint
  • Premium ranking Computed
  • Volume against prior open interest Computed
  • Put/call volume ratio Computed

Open interest

  • Prior open interest
  • Next-day open interest
  • Change between adjacent trading days Computed
  • Consecutive days of rising open interest Computed
  • Ranking of consecutive rising days Computed
  • Open interest by expiration
  • Open interest by strike

Flagged activity and windows

  • Size of flagged activity against prior open interest Computed
  • Change from the midpoint at flagging to a later stored midpoint Computed
  • Window statistics for 5, 15 and 60 minutes and the current day
  • Window completeness information

Options pricing and volatility

26 items · 21 raw · 5 computed

What a contract costs, how wide its quote is, what volatility it implies, and whether that is high or low against its own history.

For example: “Are AAPL options expensive compared with the past year?”

Tools: Get option chain, Get volatility, Get options ratios, Get open interest map.

Contract and quotes

  • Expiration
  • Strike
  • Call or put
  • Contract identity
  • Last trade price
  • Mark price
  • Bid
  • Ask
  • Bid size
  • Ask size
  • Bid-ask spread Computed
  • Contract volume
  • Open interest

Greeks and volatility

  • Contract implied volatility
  • Delta
  • Gamma
  • Theta
  • Vega
  • Rho
  • At-the-money IV by expiration
  • 30-day at-the-money IV
  • History of 30-day at-the-money IV
  • IV Rank Computed
  • IV Percentile Computed
  • 20-day realized volatility Computed
  • 60-day realized volatility Computed

Option chain

  • Chain by expiration
  • Chain by strike range
  • Direction filters
  • Paging

News, catalysts and event reaction

33 items · 27 raw · 6 computed

What was reported about a stock, which dated events are coming, and how the price actually moved around past earnings.

For example: “What was reported about Intel in the last day?”

Tools: Get market news, Get corporate actions, Get IPO calendar.

News

  • Headline
  • Summary
  • Author
  • Source
  • Publish time
  • Link
  • Relevance to the symbol
  • Overall sentiment label as supplied by the source
  • Overall sentiment value as supplied by the source
  • Symbol-level sentiment label as supplied by the source
  • Symbol-level sentiment value as supplied by the source
  • Filtering by symbol, topic and time window

Corporate events

  • Dividend date
  • Ex-dividend date
  • Record date
  • Payment date
  • Dividend amount
  • Split ratio
  • Split effective date
  • IPO expected date
  • IPO price range
  • Other IPO fields from the source

Earnings reaction

  • Historical actual EPS
  • Expected EPS
  • Surprise amount Computed
  • Baseline close before earnings
  • Reaction close after earnings
  • Baseline close date
  • Reaction close date
  • Price reaction computed under before-market and after-market rules Computed
  • Number of valid quarters Computed
  • Number of positive surprises Computed
  • Number of positive price reactions Computed
  • Excluded quarters Computed
  • Reason each excluded quarter is missing

Macro and cross-asset context

37 items · 37 raw

The market around a stock: the US economy, commodities, rates, currencies, crypto, and when markets are open.

For example: “What changed on the Treasury yield curve this week?”

Tools: Get Treasury rates, Get economic indicator, Get commodity price, Get FX rate, Get crypto price, Get market schedule, Get market status.

US economy

  • Real GDP
  • Real GDP per capita
  • Federal funds rate
  • CPI
  • Inflation rate
  • Retail sales
  • Durable goods orders
  • Unemployment rate
  • Nonfarm payrolls

Commodities

  • WTI
  • Brent
  • Natural gas
  • Copper
  • Aluminum
  • Gold
  • Silver
  • Wheat
  • Corn
  • Cotton
  • Sugar
  • Coffee
  • Composite commodity series

Other markets

  • US Treasury yields by maturity
  • Foreign exchange spot rates
  • Foreign exchange daily, weekly and monthly series
  • Crypto spot prices
  • Crypto daily, weekly and monthly series
  • Open, high, low and close quotes where the source supplies them
  • Bid-ask quotes where the source supplies them

Trading hours

  • Exchange open and closed status
  • Stock sessions
  • Options sessions
  • Pre-market sessions
  • After-hours sessions
  • Holidays
  • Early closes
  • Trading calendar and sessions for a given date

Across all 12 research areas

How inmoney finds, reads and checks what it answers from, whichever research area a question touches.

Tools: Get research entries, Get research entry, Get research entry versions, Compile research prompt, Get followed symbols.

Research library

  • Research library search
  • Entry reading
  • Batch reading
  • Version history
  • Research prompt compilation

Guides and catalogue

  • Investigation guides
  • Domain reading guides
  • Catalogue of available capabilities
  • Watchlist symbol reading

Traceability

  • Trace any figure to its source, data date, filing and the inputs of its calculation

Raw, derived and missing

  • Raw values, derived values, missing values, applicable scope and change history are kept apart

Not covered yet

Asking for these returns a plain “not covered”. inmoney will not stand in with a different instrument or an estimate.

  • Futures prices.
  • A calendar of economic releases.
  • Buy or sell recommendations, bullish or bearish labels, and where a price will go.

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