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03Days

02Hours

53Mins

11Secs

Free

Trying out the platform

Access all web
features
Access all the features, including:
5Y Financial Statements
Stock Screener
Timeseries Tables
Industry Financials
Charting Tools
5 years of financial historyFree accounts see the latest 5 fiscal years (20 quarters) of financial statements on the web, and the latest 2 fiscal years (8 quarters) in the API. Every paid plan unlocks the full record, 20+ years.
Credit card not required
30 API calls /
day
30 calls a day
0.1GB of data a month
Latest 2 years of financials, segments and metric history
Latest 1 year of prices, dividends and insider trades
Up to 250 SEC filings per call

Pro

Fundamental research and screening

~~Was $49~~ $29/mo

billed annually

All Features from
Free
Access all the features, including:
20Y+ Financial Statements
Stock Screener
Timeseries Tables
Industry Financials
Charting Tools
20+ years of financial historyEvery reported year and quarter in the database, with no 5-year cap.
Segment Financials & KPI DataSegment Financials and KPI data for up to 15 years and 40 quarters on the web, and the full segment history (10+ years) in the API.
Analyst EstimatesForward consensus, high and low estimates up to 20 quarters and 5 years ahead, with the full history of reported results. On the web and in the API, for every ticker.
Data Export
300 API calls /
min
300 calls a minute, up to 432,000 a day
1GB of data a month
Full history: 20+ years of financials, 30+ years of prices

Subscribe to Pro

Max

Building models and apps on the API

~~Was $99~~ $59/mo

billed annually

All features from Pro
Full API
access
100+ API endpoints, every one included, across fundamentals, SEC filings, ownership, market data, funds and economic data.Fundamentals
Financial Statements API
Segment Financials API
Timeseries (Historic) API
Metrics Metadata API
Company Profile API
Peers API
Stock Screener API
Securities Universe API
Estimates & transcripts
Analyst Estimates API
Earnings Call Transcripts API
Ownership
13F Institutional Holdings API
Insider Trading API
SEC filings
SEC Filings API
Form Types API
Items Extractor API
Documents & Exhibits API
Filing Content API
Market data
Stock Prices API (EOD and intraday)
Real-Time Quotes API
WebSockets API
Dividends API
Corporate Actions API
Trending Stocks API
ETF & Mutual Funds
Profile, Overview and Exposure APIs
Holdings and Holdings Matrix APIs
Reporting Periods, Flows and Risk Factors APIs
Fund Comparison API
Fund Screener API
Economic data
Economic Indicators API
Economic Indicators List API
Economic Calendar API
AI
MCP Server
Earnings Call Transcripts API
ETF & Mutual Fund
API
Every ETF & Mutual Fund endpoint:
ETF & Mutual Fund Profile API
ETF & Mutual Fund Overview API
ETF & Mutual Fund Exposure API
ETF & Mutual Fund Holdings API
ETF & Mutual Fund Holdings Matrix API
Fund Reporting Periods API
Fund Flows API
Fund Risk Factors API
Fund Comparison API
Fund Screener API
750 API calls /
min
750 calls a minute, up to 1,080,000 a day
50GB of data a month
Unlimited websocketsStream real-time quotes for as many tickers as you like at once over the WebSocket API.

Subscribe to Max

Enterprise

Products, client work and teams

$249/mo+

Everything in Max
Full API
access
100+ API endpoints, every one included, across fundamentals, SEC filings, ownership, market data, funds and economic data.Fundamentals
Financial Statements API
Segment Financials API
Timeseries (Historic) API
Metrics Metadata API
Company Profile API
Peers API
Stock Screener API
Securities Universe API
Estimates & transcripts
Analyst Estimates API
Earnings Call Transcripts API
Ownership
13F Institutional Holdings API
Insider Trading API
SEC filings
SEC Filings API
Form Types API
Items Extractor API
Documents & Exhibits API
Filing Content API
Market data
Stock Prices API (EOD and intraday)
Real-Time Quotes API
WebSockets API
Dividends API
Corporate Actions API
Trending Stocks API
ETF & Mutual Funds
Profile, Overview and Exposure APIs
Holdings and Holdings Matrix APIs
Reporting Periods, Flows and Risk Factors APIs
Fund Comparison API
Fund Screener API
Economic data
Economic Indicators API
Economic Indicators List API
Economic Calendar API
AI
MCP Server
Multi-user accessNamed seats for a whole team on one account, with an administrator who can add and remove them.
Invoicing
support
Billing that fits your finance team
Annual invoices instead of a monthly card charge
Purchase orders referenced on every invoice
Bank transfer accepted
Invoices in your company’s name, with your billing details and tax ID
Commercial use APIPermission to build a commercial product or service on the API. Distinct from redistribution: this is about the product existing, not about who may see the data inside it.
Custom rate limitsRate limits and data transfer sized to your workload, agreed with you and set out in your licence.
Commercial redistributionPermission to display Business Quant data to your own customers and subscribers — in your product, your research or your publication. Excludes market price data.

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Prices in USD, excluding applicable taxes. Compare all features

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Compare Plans & Features

Plan comparison
Features	Free $0 Get Started	Pro $29/mo Subscribe	Max $59/mo Subscribe	Enterprise $249/mo+ Contact Us
Web Features
Financial statements	5Y	20Y+	20Y+	20Y+
Segment Financials	4Y	10Y+	10Y+	10Y+
Analyst EstimatesFull history of reported results, plus forward consensus, high and low estimates. Free: the next 8 quarters and 2 years of forward estimates. Pro and above: up to 20 quarters and 5 years ahead.	8Q / 2Y	20Q / 5Y	20Q / 5Y	20Q / 5Y
Screener (opens in a new tab)
Charting
Timeseries
Industry Financials
Institutional Ownership Free: up to 50 holders per page. Pro and above: up to 1,000 per page.
Insider Trading Free: up to 50 transactions per page. Pro and above: up to 1,000 per page.
SEC Filings
Corporate Actions (opens in a new tab)Dividends, stock splits and IPOs.
Economic Data (opens in a new tab)Economic calendar plus per-indicator timeseries, built from official government and central bank releases.
KPI & Operating DataNon-GAAP metrics such as Adjusted EBITDA Operating & KPI metrics such as: Starbucks store openings Tesla's vehicle deliveries by model AT&T's churn rate or mobile subscriber count ... and 20,000+ more such metrics.		Up to 40Q	Up to 40Q	Up to 40Q
ETF & Fund HoldingsEvery holding of every ETF and Mutual Fund.
Data Export
KPI Coverage RequestsIn addition to the companies already available on the platform, you can request the addition of up to 5 new U.S.-listed companies of your choice each month, with their KPIs.
API Access
AI
MCP Server (opens in a new tab)Connect Claude, ChatGPT, Cursor or VS Code to Business Quant and ask questions in plain English. Chat apps sign in with your Business Quant account; developer tools use your API key.20+ read-only tools covering Financial statements and segments Estimates and earnings call transcripts Institutional and insider ownership SEC filings Stock and fund screeners ETFs and mutual funds Economic data
SEC Filings
SEC Filings Feed (opens in a new tab)A real-time feed of SEC EDGAR: every filing reaches you as it is published, from 10-Ks and 8-Ks to Form 4s and 13Fs. 18 million+ filings across 400+ form types, back to 1993 Delisted companies included, so research is free of survivorship bias Filter by Company, by ticker or CIK Form type, or a whole group of forms such as insider filings Filing date Each filing comes with Accession number, filer and form type The exact time it was filed and accepted Links to the filing and every document in it
Items Extractor (opens in a new tab)Go straight to the part of a filing you need, such as Risk Factors or MD&A, as clean HTML, without downloading and parsing the whole document.Works with 10-K, 10-Q, 8-K, 20-F, S-1 and F-1 For example 10-K: Business, Risk Factors, MD&A and Financial Statements 10-Q: MD&A and updated Risk Factors 8-K: Results of Operations (Item 2.02) S-1: Risk Factors and Use of Proceeds Ready to read, search or hand to an LLM.
Documents & Exhibits (opens in a new tab)Every file inside an SEC filing, on its own. See what a filing contains, then download just the file you want.Includes The main document as clean HTML Exhibits such as material contracts (EX-10), subsidiary lists (EX-21) and press releases (EX-99.1) XBRL financial data files Charts and images
Form Types (opens in a new tab)Every form type a company has ever filed, and the form groups they belong to. See at a glance whether a company files 10-Ks or 20-Fs, S-1s, proxies and more The exact values to filter the SEC Filings Feed by Ready-made options for a form-type filter in your app
Fundamentals
Company Profile (opens in a new tab)Everything that identifies a company, in one record. Look it up by ticker or CUSIP.Includes CIK, CUSIP and EIN Sector, industry and SIC code Exchange and listing history Business and mailing address, and its EDGAR page A business description: products, segments, markets and competitors
Peer Comparison (opens in a new tab)The metrics you choose for every company in a sector or industry, in one call rather than one call per company. Actual values for each peer, not just a list of tickers The sector or industry median and average, worked out for you Any combination of metrics, such as gross profit and net income
Stock Screener (opens in a new tab)Find the stocks that match your rules, across 1,000+ fundamental metrics, in a single call. P/E, growth, margins, dividend yield, returns and more As many conditions as you need, combined with AND / OR Choose the columns you get back Results refresh every minute
Financial statements (opens in a new tab)Income statements, balance sheets and cash flow statements for every US-listed company, standardised so line items compare across companies. New filings appear within minutes of reaching EDGAR.Statements Income statement – revenue down to net income and EPS Balance sheet – assets, liabilities and equity Cash flow statement – operating, investing and financing cash flows Ratios – margins, returns, valuation, leverage and liquidity Growth – year-on-year change in every line item	2Y	20Y+	20Y+	20Y+
Timeseries (opens in a new tab)The history of any of 1,200+ metrics (revenue, margins, P/E, free cash flow and the rest) for up to 5 companies, industries or sectors at once.Modes As reported – the values themselves Rebased – % change from the start of your window, so companies of any size share one chart From the high – drawdown from the running peak From the low – rise from the running trough	2Y	20Y+	20Y+	20Y+
Segment Financials (opens in a new tab)How a company’s revenue, operating income, assets and capex split across its businesses, products and regions, such as Apple’s iPhone, Services and Greater China.Modes As reported – the figures themselves Share of total – each segment’s % of the whole Growth – each segment’s year-on-year change	2Y	10Y+	10Y+	10Y+
Market Data
Top Gainers & Losers (opens in a new tab)The day’s biggest gainers and losers across the US market, in one call.Each stock comes with Price, change, % change and volume Market cap, sector and industry P/E and dividend yield 1-week, 1-month and year-to-date performance, and the 52-week range Options Gainers, losers or both Up to 250 stocks on each side Accurate before the open, after hours, at weekends and on holidays
EOD Historic Prices (opens in a new tab)Daily open, high, low, close and volume for US stocks and ETFs, several tickers in one call.Modes Daily – the history, plus today’s bar while the market is open End of day – settled closes only, for clean backtests	1Y	30Y+	30Y+
Intraday Prices (opens in a new tab)Minute-by-minute prices through the trading day for US stocks and ETFs. Open, high, low, close and volume for every minute Several tickers in one call The same format as daily prices, so your code carries over
Real-Time Quotes (opens in a new tab)The latest price of any US stock or ETF, one row per ticker. Price, change and % change Always current: the newer of the last close and the latest trade Many tickers in one call
Real-Time WebSocketsWebSockets (opens in a new tab)Live prices pushed to your app over a WebSocket as trades happen, so there is nothing to poll.Every update carries Price, open, high, low, close and volume % change and the market session While connected The current price arrives the moment you subscribe Add or drop tickers without reconnecting	2 tickers	100 tickers	Unlimited	Unlimited
Economic Data
List of Indicators (opens in a new tab)Every US economic indicator Business Quant covers, with what it measures. Code, name and a short description Category, such as inflation, jobs or housing Importance, release frequency and unit Related indicators
Economic Data (opens in a new tab)The full history of US economic indicators from official government and central bank releases: GDP, inflation, unemployment, interest rates, housing, retail sales, industrial output and more.Modes As reported – the levels themselves Rebased – % change from the start of your window, to chart indicators together From the high – drawdown from the running peak From the low – rise from the running trough Up to 5 indicators in one call, each with its unit and seasonal adjustment.
Economic Calendar (opens in a new tab)When each US indicator is next released, and what the last release said. Last and next release date, and days to go Latest and prior value, with the change between them Filter by category, indicator, or upcoming and released
Dividends & Corporate Actions
Dividends (opens in a new tab)Every dividend a stock, ETF or mutual fund has paid, plus a daily dividend yield.Modes Per share – each payment with its ex-dividend date Yield – a daily series: trailing twelve-month dividends over that day’s close Every response also carries the trailing dividend and current yield.	1Y
Corporate Actions (opens in a new tab)Every corporate event in a US-listed security’s history, newest first.Events Dividends – cash and stock, with the amount per share Stock splits – with the split ratio Mergers – with the other company in the deal Acquisitions – with the acquirer Spin-offs – with the parent company Bankruptcies – Chapter 11 and Chapter 7 filings Delistings – stocks that stopped trading, to keep backtests free of survivorship bias Filter by Company, or the other party (e.g. everything Microsoft acquired) Event type Event date Each event carries notes on deal terms or special conditions, where there are any.
Ownership
Institutional Ownership (opens in a new tab)Who the big funds are, and what they buy and sell, from SEC 13F filings. Look up a stock to see its holders, or an institution to see its portfolio.Modes Summary – a stock’s institutional ownership at a glance Stats – how many institutions hold, bought and sold, and their total ownership Top holders – the 30 largest holders by shares, with their change on last quarter and last year All holders – every institution that reported a position History – every 13F transaction in a stock, or an institution’s whole portfolio (e.g. Berkshire Hathaway), across all filings
Insider Trading (opens in a new tab)When executives, directors and 10% owners buy or sell their own company’s stock, from SEC Forms 3, 4 and 5.Modes Transactions – every trade, option grant and exercise, with the price and the shares left after it Holders – every insider with a stake, and their % of shares By insider – what each person bought and sold, with name and title Net buying – shares bought less shares sold, quarter by quarter Stats – buy and sell counts, net shares and dollar value
Earnings & Estimates
Analyst Estimates (opens in a new tab)Wall Street consensus next to what the company actually reported, so beats and misses come from one call.Estimates for Revenue Earnings per share (EPS) Each estimate shows The consensus, highest and lowest estimate The reported figure once results are out
Earnings Call TranscriptsEarnings Transcripts (opens in a new tab)The full earnings call as clean text, labelled by speaker: the CEO and CFO’s prepared remarks, then every analyst question and answer. 40,000+ calls from 3,500+ US-listed companies, since 2019 New calls added daily Ready for sentiment analysis, keyword tracking and LLM summaries
ETFs & Mutual Funds
Fund Profile (opens in a new tab)The identifiers a fund is filed under, so you can tie a ticker to everything else. Ticker, CUSIP, CIK, series ID, share class ID and LEI The fund’s names, from trust down to share class A link to its record on SEC EDGAR
Expense Ratios & OverviewExpense Ratios (opens in a new tab)What a fund costs and how it is run, for any US ETF or mutual fund share class. Expense ratio, split into management fee and other costs Net and total assets, and portfolio turnover Duration and maturity for bond funds Risk ratios and recent fund flows The prospectus objective and strategy, word for word Every other share class of the same fund, to compare fees
Sector & Country ExposureFund Exposure (opens in a new tab)What a fund is invested in, as percentage weights that always add up to 100%.Break down by Sector, industry or country Asset class, security type or bond maturity See today’s mix, or how it has shifted over time.
Historical Portfolio HoldingsHistorical Holdings (opens in a new tab)Every position in a fund’s portfolio, and how each one has changed across every report the fund has filed.Each holding Name, ticker, asset class, sector, industry and country Market value and portfolio weight Maturity and coupon for bonds Over time See what a manager added, trimmed and sold Positions since sold stay in, at the bottom Holdings stay matched up even when a filer renames them
Fund Flows (opens in a new tab)Money going into and out of a fund, month by month. Net flow and end-of-month net assets From SEC monthly filings, not estimated from price Shows whether assets grew from market gains or from new money
Fund Comparison (opens in a new tab)Two to six ETFs or mutual funds side by side, on every metric on file. Fees, returns, flows, concentration, exposure, valuation, tracking and risk Points out which metrics actually differ Says which way is better where that is a fact, such as a lower fee Tells you when two tickers hold the same portfolio, such as VOO and VFIAX
Fund Screener (opens in a new tab)Screen every US ETF and mutual fund share class on 140+ metrics.Screen on Fees and fund size Returns and flows Sector and country exposure, and how concentrated the portfolio is Valuation of the holdings, and bond risk Volatility, max drawdown, Sharpe, Sortino, alpha and beta Each result also says how many funds had no value for your filters, so none drop out unseen.
Usage & Licensing
Rate Limit	30/day	300/min	750/min	Custom
Monthly Data Transfer	0.1GB	1GB	50GB	Custom
Commercial redistribution in the APIServe Business Quant data to your own users through your product, app or API. Covers data your customers see, not just your team Set out in a licence agreed with you Excludes market price data
Others
Multi-user accessNamed seats for a whole team on one account, with an administrator who can add and remove them.
InvoicingAnnual invoicing, purchase orders and bank transfer, rather than a card charged monthly. Your procurement process, not ours.
Commercial use APIPermission to build a commercial product or service on the API. Distinct from redistribution below: this is about the product existing, not about who may see the data inside it.
Commercial redistributionPermission to display Business Quant data to your own customers and subscribers — in your product, your research or your publication. Internal use across your team is a separate licence. Excludes market price data.
Custom BrandingYour chart colours and logo.

Frequently asked questions

What do the limits on Free cover?

On the web, Free accounts see the latest 5 fiscal years (20 quarters) of financial statements; segment data is limited to the latest 4 fiscal years, and timeseries tables to the latest 3 years. In the API, Free returns the latest 2 fiscal years (8 quarters) of financial statements, segments and timeseries metrics, and the latest 1 year of stock prices, dividends and insider trading. Every paid plan returns the full record, 20+ years.

Is the API included in Pro?

Yes. Pro includes the API at 300 calls a minute and 1GB of data transfer a month, covering financial statements with full history, segments, analyst estimates, real-time and intraday quotes, 30+ years of stock prices, SEC filings, insider and institutional ownership, dividends and dividend yields, corporate actions, economic data, the economic calendar, and ETF & Mutual Fund profiles and exposure. ETF & Mutual Fund holdings, flows and the fund screener, and earnings call transcripts, start at Max.

What happens if I go over my rate limit?

The API returns HTTP 429 until the window resets — the next minute on paid plans, the next day on Free. Nothing is billed for overage.

Can I use the data in my own product?

Internal use is included on every paid plan. Building a commercial product on the API, or showing the data to your customers, needs an Enterprise licence — see commercial licensing.

How does billing work?

Pay monthly, or annually to save up to 40%. Plans renew automatically and you can cancel at any time; access continues to the end of the period you paid for.

Trusted by Thousands of Investors

Don't just take our word for it. Here's what our members are saying.

"The platform is incredibly fast. Screening thousands of stocks or pulling up financials happens in an instant. It has completely changed my research workflow for the better."

- Alex M., Retail Investor

"No other platform has KPI data this detailed. Getting access to segment revenues, subscriber counts, and operating metrics is a true game-changer. It's the data that institutional investors use."

- Sarah T., Financial Analyst

"Data freshness is impeccable. I was tired of platforms using stale quarterly data. Business Quant's daily updates mean I'm always working with the most current information available."

- David L., Portfolio Manager

"Just renewed for my 5th year. This platform has grown with me as an investor. It started as a great tool and has become an indispensable part of my process. The value is undeniable."

- Jessica P., Long-term Subscriber

"I had a very specific data query and reached out to support. I got a detailed, helpful reply from a real person within hours. The customer support is genuinely top-tier."

- Mark R., CPA

"I've tried them all. The free ones are shallow, and the expensive legacy terminals are bloated and slow. Business Quant hits the sweet spot: professional-grade data in a fast, modern interface."

- Chen W., Experienced Trader

"The screener is unbelievably powerful. The sheer number of filters, especially for non-GAAP and operating metrics, allows me to find unique opportunities I would have otherwise missed."

- Priya K., Growth Investor

"I love the charting tool. Being able to plot a company's P/E ratio against its revenue growth and margins on the same chart is incredibly insightful. Visualizing data has never been easier."

- Ben Carter, CFA Charterholder

"As someone who builds their own models, the Excel download feature is a lifesaver. Clean, standardized data ready to be plugged in. It saves me hours of manual data entry every quarter."

- Elena G., Equity Research Associate

"The user interface is clean and intuitive. Other platforms overwhelm you with clutter. Business Quant is designed for focus, making it easy to find what I need without distractions."

- Tom H., Software Engineer

"I'm a loyal customer because they are constantly improving the platform. They listen to feedback and regularly add new features and datasets. It feels like they're building it for us."

- Nadia S., Veteran Investor

"The industry financials tool is a hidden gem. It allows me to quickly benchmark a company against its direct competitors on an apples-to-apples basis. Invaluable for competitive analysis."

- Frank D., Business Strategist

"Finally, a research platform that doesn't feel like it was designed in the 90s. It's responsive, works great on my tablet, and presents data in a way that's easy to understand."

- Olivia B., Millennial Investor

"The speed difference is night and day. On my old platform, running a complex screen would take ages. Here, results are instantaneous. The performance is just outstanding."

- James Y., Quant Analyst

"Their coverage of KPI data for SaaS and tech companies is unmatched. Metrics like ARR, churn, and customer acquisition cost are crucial, and Business Quant has them."

- Sophie R., Tech Sector Specialist

"I switched after getting frustrated with inaccurate data on other platforms. The data quality and consistency here are impeccable. I can trust the numbers I'm looking at."

- Carlos V., Financial Advisor

"The support team didn't just answer my question; they helped me build the exact screener I was looking for. That level of service is rare and highly appreciated."

- Megan F., Independent Consultant

"I've been able to identify several multi-baggers thanks to the unique operating metrics available on this platform. It's paid for itself many times over."

- Daniel K., Full-time Investor

"Other tools charge a fortune for API access. The Enterprise plan here is reasonably priced and gives me everything I need to power my own internal dashboards. Highly recommended."

- Henry J., Fintech Developer

"It's the perfect balance of power and simplicity. It has all the advanced data I need but presents it in a way that's not intimidating. I recommend it to all my colleagues."

- Isabelle L., Wealth Manager

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