Description

Returns the chart for each requested key: P/E, earnings per share, and price over time, the percentile bands used for the rating, and the same rating and latest P/E as the valuation endpoint. Sectors, industries, and indices also list their largest members with each one’s P/E and weight. Keys are listed tickers (IBM, BRK.B), SECTOR:name, INDUSTRY:name, or INDEX:SPY, INDEX:QQQ, and INDEX:DIA for the S&P 500, Nasdaq-100, and Dow Jones. Sector and industry names follow the current classification (for example SECTOR:consumer-discretionary, SECTOR:consumer-staples, SECTOR:communication, SECTOR:finance, INDUSTRY:software-infrastructure). Earlier sector keys still work: SECTOR:consumer-cyclical, SECTOR:consumer-defensive, SECTOR:communication-services, SECTOR:financial-services, and SECTOR:telecommunications return the current sector. Earlier industry keys work where one successor holds most of the old group. The response lists each one under aliases. With asof, a sector is answered under the name that day used. Retired keys return 404 with a hint. Full table: GET /api/v1/families/us-equities/fundamentals/groups/aliases. An industry with fewer than 5 common stocks is not a peer group: its stocks are listed under the industry Others (INDUSTRY:others), keep their own ratings, and still count in their sector. INDUSTRY:others has no P/E, rating, chart, or statements of its own; it is served with available false and reason others-not-a-group, and the industry keys it replaced resolve to it (named in aliases). POST the same path with {"symbols": [...]} for up to 5,000 keys. One key: GET /api/v1/families/valuation/series/{key}. Every sector, industry, and index chart of the day: GET /api/v1/families/valuation/series/catalog, with optional kind=sector,industry,index. Charts refresh once a day.

Authentication

v1 is client_id plus client_secret on every protected GET. A browser session is not enough. Google sign-in is for the website only — do not send a session cookie to v1.

• HTTP Basic — Authorization: Basic base64(client_id:client_secret)
• Headers — X-Client-Id and X-Client-Secret

Create or rotate credentials on Account. Full notes are on Authentication.

Path parameters

This path has no parameters.

Query parameters

Example request

curl -sS -u "$CLIENT_ID:$CLIENT_SECRET" \
  https://barquant.dev/api/v1/families/valuation/series?symbols=INDEX:SPY

Response attributes

Sample response

{
  "family": "valuation",
  "as_of": "2026-09-11",
  "computed_at": "2026-09-12T03:04:11Z",
  "requested": [
    "INDEX:SPY"
  ],
  "aliases": {},
  "symbols": {
    "INDEX:SPY": {
      "key": "INDEX:SPY",
      "kind": "index",
      "name": "S&P 500",
      "available": true,
      "reason": null,
      "valuation_label": "Very expensive",
      "latest_pe": 27.4,
      "latest_eps": 262,
      "verdict_status": "ok",
      "dq": {
        "status": "ok",
        "reasons": [],
        "coverage": 0.99,
        "quarantined_members": []
      },
      "percentiles": {
        "p15": 20.75,
        "p25": 21.7,
        "p50": 24.5,
        "p75": 26.75,
        "p85": 27.85
      },
      "chart_data": [
        {
          "date": "2026-06-30",
          "avg_pe": 29,
          "avg_eps": 262,
          "avg_price": 7598,
          "valuation_label": "Extremely expensive",
          "projected": false,
          "coverage": 0.99,
          "reporters": 498,
          "members_sized": 503,
          "verdict_status": "ok",
          "dq": {
            "status": "ok",
            "reasons": []
          }
        },
        {
          "date": "2026-09-28",
          "avg_pe": 27.4,
          "avg_eps": null,
          "avg_price": 7749.96,
          "valuation_label": "Very expensive",
          "projected": true,
          "coverage": 0.99,
          "reporters": 498,
          "members_sized": 503,
          "verdict_status": "ok",
          "dq": {
            "status": "ok",
            "reasons": []
          }
        }
      ],
      "constituents": [
        {
          "symbol": "NVDA",
          "pe": 41.07,
          "valuation": "Relatively cheap",
          "weight": 0.074
        },
        {
          "symbol": "MSFT",
          "pe": 34.15,
          "valuation": "Relatively expensive",
          "weight": 0.066
        }
      ]
    }
  },
  "pending": []
}

Errors

{
  "error": "Unauthorized"
}

{
  "error": "This plan does not include that family.",
  "plan": "basic",
  "requiredPlan": "pro"
}

{
  "error": "Too many requests."
}

Plan access

Pro and Unlimited. Free and Basic receive 403. Every request counts as one API request against the plan quota, however many keys it names.

Daily and per-minute quotas live on Plans and limits.