Plans and limits

Explore teasers do not apply on v1. If the plan does not include the family, catalog and series return 403.

Plan gates

Plan	Markets on v1	History	Daily quota	Per minute
Free	US stocks, Listed fundamentals	the last 10 years	50 / UTC day	5
Basic	US stocks, Delisted US stocks, Listed fundamentals	the last 25 years of US stocks and the last 5 years of delisted US stocks	500 / UTC day	50
Pro	US stocks, Delisted US stocks, Listed fundamentals, Index membership, Valuation, Sector and index fundamentals, Stock universe, Corporate events, Dividend and split history, FX rates	the last 40 years of US stocks and the last 20 years of delisted US stocks	5,000 / UTC day	200
Unlimited	US stocks, Delisted US stocks, Listed fundamentals, Index membership, Valuation, Sector and index fundamentals, Stock universe, Corporate events, Dividend and split history, FX rates	Full archive — no history floor	Unlimited	Unlimited

Daily counters reset at 00:00 UTC. Unlimited has no daily or per-minute quota.

Listed US stock fundamentals are on every plan. History floors: Free last 3 years, Basic last 5 years, Pro last 20 years, Unlimited full available fundamentals. Price windows for listed and delisted US stocks stay on those cards.

Valuation starts on Pro and is also on Unlimited. Free and Basic receive 403 on every valuation path.

Sector and index fundamentals start on Pro (last 20 years) and are full available on Unlimited. Free and Basic receive 403.

The stock universe starts on Pro and is also on Unlimited. It has no history window. Free and Basic receive 403.

Corporate events start on Pro and are also on Unlimited. Free and Basic receive 403.

Dividend and split history starts on Pro and is also on Unlimited. It has no history window. Free and Basic receive 403.

FX rates start on Pro and are also on Unlimited. They have no history window. Free and Basic receive 403.

Family slugs

Slug	Market	Required plan
`us-equities`	US stocks	Free
`us-equities-delisted`	Delisted US stocks	Basic
`us-equities-fundamentals`	Listed fundamentals	Free
`index-membership`	Index membership	Pro
`valuation`	Valuation	Pro
`group-fundamentals`	Sector and index fundamentals	Pro
`us-equities-universe`	Stock universe	Pro
`us-equities-events`	Corporate events	Pro
`us-equities-corporate-actions`	Dividend and split history	Pro
`fx-rates`	FX rates	Pro

Listed fundamentals is the us-equities-fundamentals family. The same statements are also on /api/v1/families/us-equities/fundamentals/symbols for multi-ticker requests.

Index membership (index-membership) — Index membership lists $SPX, $NDX, and $DJI. The symbol route returns constituent spells (who was in the index, and when), not daily prices.

Valuation (valuation) is not a catalog family. Daily ratings are on /api/v1/families/valuation/symbols and the P/E charts on /api/v1/families/valuation/series, for tickers, SECTOR:, INDUSTRY:, and INDEX:SPY, INDEX:QQQ, and INDEX:DIA keys.

Sector and index fundamentals (group-fundamentals) are not a catalog family either. Summed statements for SECTOR:, INDUSTRY:, and INDEX:SPY, INDEX:QQQ, and INDEX:DIA keys are on /api/v1/families/us-equities/fundamentals/groups.

The stock universe (us-equities-universe) is not a catalog family either. Every listed US stock with sector, industry, and market cap, and the members of every SECTOR: and INDUSTRY: key, are on /api/v1/families/us-equities/universe.

Corporate events (us-equities-events) are not a catalog family either. Earnings, dividends, and splits for listed US stocks are on /api/v1/families/us-equities/events.

Dividend and split history (us-equities-corporate-actions) is not a catalog family. Every dividend and split for listed US stocks, back decades, is on /api/v1/families/us-equities/corporate-actions.

FX rates (fx-rates) are not a catalog family either. Daily closes against the US dollar are on /api/v1/families/fx/rates.

Errors

Status	When
401	Missing or wrong client_id / client_secret.
403	The plan does not include that family. v1 does not return a teaser catalog.
404	Unknown family slug, or the symbol is not in that family.
429	Daily plan quota reached. Retry-After is seconds until 00:00 UTC. Unlimited skips the daily cap.
429	Per-minute plan quota. Retry-After plus X-RateLimit-Limit and X-RateLimit-Remaining. Unlimited skips the per-minute cap.

403 body:

{
  "error": "This plan does not include that family.",
  "plan": "free",
  "requiredPlan": "unlimited"
}