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Equity Datasets

The datasets shown in the table below are available as part of the Equity API.

The API platform utilizes the concept of datasets to deliver a variety of data via the GET Data and POST Data endpoints. All datasets are associated with a dataset group and have a dataset name. Therefore the GET Data and POST data endpoints utilize the following structure:

/data/group/{group name}/name/{dataset name}

Utilize the /metadata/group/{group name}/name/{dataset name} endpoint to retrieve details of the fields for each dataset.



  1. The Equity Datasets do not require production API credentials and therefore you can utilize these datasets without providing an Authorization token on API requests.
  2. The data provided in the test datasets is a small SAMPLE of the data available in production.


API dataset group name dataset name test dataset name historical dataset name status production provisioning required
Equity otcMarket          
    regShoDaily regShoDailyMock   available no
    equityShortInterest equityShortInterestMock   deprecated no
    equityShortInterestStandardized equityShortInterestStandardizedMock   available no
    thresholdList thresholdListMock   available no
    weeklySummary1 weeklySummaryMock weeklySummaryHistoric2 available no
    monthlySummary monthlySummaryMock   available no
    blocksSummary blocksSummaryMock   available no
    otcBlocksSummary otcBlocksSummaryMock   available no


Dataset Details

  1. weeklySummary: The weeklySummary production dataset contains a rolling twelve months of data.
  2. weeklySummaryHistoric: The weeklySummary historic dataset provides a rolling 4 years of data starting with one year prior to the current date.
    •  One (and only one) of the following fields must be used to query the dataset:
      • weekStartDate - a date field in yyyy-MM-dd format that must be a Monday. If a date other than a Monday is provided no data will be returned.
      • historicalWeek - a date field in yyyy-MM-dd format. If a date other than a Monday is provided the platform will calculate the corresponding weekStartDate for the provided date.
      • historicalMonth - a date field in yyyy-MMM format. The platform will provide all data with a weekStartDate within the month provided.
    • The tierIdentifier field can also be used to filter the data.
    • No other fields can be used to filter the data.
    • Sorting is not supported.
    • Data older than one year is static and is not updated. Do not repeatedly download older data looking for updates.
    • Async API request type should be used for weeklySummaryHistoric data if timeout errors occur when retrieving large volumes of data.