Guides & resources

Market research data, explained

Practical guides to historical stock and crypto prices, Binance venue coverage, tokenized assets, filings, events, and backtesting with point-in-time evidence.

StocksGuide3 min

Insider Trading Tracker: How to Read SEC Form 4 Data

A practical guide to tracking disclosed executive, director, and beneficial-owner transactions from the primary SEC record.

StocksReference2 min

Insider Trading Data: Fields, Sources, and Backtesting Rules

The schema and timing rules needed to turn public ownership filings into a defensible historical dataset.

StocksGuide2 min

13F Filings: Institutional Holdings Data Explained

How to read institutional holdings without mistaking delayed quarterly disclosures for a live portfolio.

StocksWorkflow2 min

Institutional Holdings Data: How to Compare Managers and Quarters

A repeatable workflow for turning delayed 13F tables into manager and security-level research.

StocksWorkflow2 min

Insider Buying Stocks: A Source-First Research Workflow

How to screen reported insider purchases without turning every Form 4 row into a false conviction signal.

StocksReference2 min

Yahoo Finance API: What Exists, What Breaks, and Alternatives

A buyer-focused explanation of the popular unofficial surface—and why technical access is not the same as a production data contract.

StocksGuide2 min

Yahoo Finance Historical Data: Downloads, Adjustments, and Gaps

What the download contains, which assumptions it hides, and how to validate it before research.

StocksIntegration2 min

Financial Data MCP Server: Connect Stock Research to AI Agents

How to expose prices, filings, earnings, fundamentals, transcripts, and news as safe, source-aware tools an agent can call.

StocksReference2 min

Historical Stock Prices: A Complete Research Guide

The fields, adjustments, identity, and coverage checks required before a price series becomes research data.

StocksWorkflow2 min

Download Historical Stock Data Without Losing Reproducibility

A download checklist for buyers who need the same dataset to be explainable months later.

StocksGuide2 min

Stock Backtesting: A Data-First Guide

A rigorous workflow from research question to point-in-time data, execution assumptions, validation, and saved evidence.

StocksWorkflow2 min

Backtesting Data Checklist for Stock Strategies

The preflight checks to run before trusting a historical stock strategy.

StocksGuide2 min

How to Backtest Stocks Step by Step

A concrete sequence for testing a stock idea without accidental future information.

StocksReference2 min

Earnings Call Transcripts: Research and Data Guide

How to acquire, structure, verify, and analyze management calls without losing source or timing.

StocksReference2 min

Earnings Calendar Data: Dates, Timing, and Revisions

Why a date on today’s calendar is not enough to reconstruct what investors knew before an earnings report.

StocksGuide2 min

Adjusted vs Unadjusted Stock Prices

Which price view to use, what each preserves, and how mixing them creates false backtest signals.

StocksReference2 min

Point-in-Time Data Explained for Stock Research

The two-clock model that prevents later filings, revisions, schedules, and identities from leaking into historical decisions.

StocksReference2 min

OHLCV Data Explained: Bars, Volume, and Intervals

How bars are constructed, why providers disagree, and which validation rules catch unusable history.

StocksReference2 min

SEC Filings Data: EDGAR Forms, Documents, and APIs

A primary-source guide to filing identity, document retrieval, structured facts, and historical eligibility.

StocksGuide2 min

Best Stock Data API: A Buyer’s Technical Checklist

The questions a technical buyer should answer before building on a market-data provider.

CryptoGuide3 min

Crypto Market Data API: Coverage, History, and Validation

How to choose and validate a crypto API without mistaking one exchange catalog for the entire market.

CryptoWorkflow2 min

Historical Crypto Data for Backtesting

A practical workflow for constructing crypto history that remains reproducible after symbols, venues, and contracts change.

CryptoReference2 min

Binance Historical Data: Minute Bars and Archives

What Binance exposes, how public archives and live streams fit together, and where venue-specific coverage ends.

CryptoReference2 min

Crypto Derivatives Data: Perpetuals, Futures, Funding, and Open Interest

The schema and validation rules needed to research perpetual and dated crypto contracts without mixing unlike markets.

Tokenized assetsGuide3 min

Tokenized Stock Data: Prices, Instruments, and Product Boundaries

How to describe and model equity-linked crypto instruments without implying that every token is a listed share.

Research markets with reproducible source data.

Use rights-aware stock, filings, event, and crypto evidence through one independent data layer.