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stefan-jansen merged 2 commits into from
Oct 15, 2026
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docs: add verified roic.ai fundamentals source #86

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docs: add verified roic.ai fundamentals source
Oct 14, 2026
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Merge remote-tracking branch 'origin/main' into codex/docs-roic-sourc…
Oct 15, 2026
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1 change: 1 addition & 0 deletions docs/providers/fundamentals.md
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Expand Up @@ -19,6 +19,7 @@ identifier with every observation.
| [Massive stock financials](https://massive.com/docs/rest/stocks/fundamentals/income-statements) | US company statements and ratios from SEC-derived data | REST API | API key; plan-dependent | A filing date can identify the latest filing that contains a period rather than its first publication | `MassiveProvider` |
| [Sharadar Core US Fundamentals](https://sharadar.com/docs/fundamentals) | Active and delisted US companies from 1998 with as-reported and restated dimensions | API and bulk delivery | Paid subscription | Select AR dimensions for as-reported research and preserve `datekey`; MR dimensions are restated | No |
| [SimFin fundamentals](https://www.simfin.com/en/fundamental-data-download/) | Standardized company statements with plan-dependent US and international history | API and bulk files | Free samples and paid tiers | Standard files can contain latest restatements; as-reported availability depends on product | No |
| [roic.ai Financial Data API](https://www.roic.ai/api) | Global standardized statements, financial ratios, and earnings call transcripts; history depends on the plan | REST API and bulk fundamentals files | API key; free tier allows 5 requests per minute and 2 years of annual statement history | Period-end dates are documented, but filing timestamps and restatement version retention are not established by the statement schema; do not assume point-in-time data | No |
| [Financial Modeling Prep statements](https://site.financialmodelingprep.com/developer/docs/stable/income-statement) | Global standardized and as-reported statements with plan-dependent history | REST API and bulk products | API key; plan-dependent | Filing and acceptance dates do not by themselves establish that every superseded version is retained | No |
| [Intrinio US Fundamentals](https://intrinio.com/products/us-fundamentals) | US SEC filers with reported and standardized statements | REST API and bulk products | Commercial license | Standardization and restatement fields are product-specific; verify the licensed endpoint | No |
| [Compustat Financials](https://www.marketplace.spglobal.com/en/datasets/compustat-financials-(8)) | North American and global standardized financials | Xpressfeed, cloud, and institutional files; academic access through WRDS | Institutional license | Standard annual and quarterly files are restated; point-in-time products are separate | No |
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