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Reference

Changelog

Current product state and notable changes.

Current production candidate

  • 17 REST routes across 15 product families.
  • 17 MCP tools as read-only REST passthroughs.
  • Plan-aware API keys through Clerk Billing + Unkey.
  • Revoked dashboard keys are blocked immediately with a Redis revocation marker.
  • Usage counters are dashboard-readable from Redis.
  • Free plan limited to search, coverage, snapshot, and valuation.

v2 scope

Implemented:

  • snapshot
  • profile
  • fundamentals
  • valuation
  • earnings
  • dividends
  • technicals
  • price-action
  • history
  • compare
  • search
  • coverage
  • calendar
  • filings list
  • filing metadata
  • filing section text
  • insider activity

Deferred:

  • ownership / 13F reverse index
  • ETF holdings
  • analyst consensus and transcripts
  • market-wide screeners
  • news redistribution