Data Sources

Data sources for BDC/CEF coverage

Market feeds, filings, public fund pages, macro series, and reviewed BDC/CEF registry inputs power the current product.

Financial Modeling Prep (FMP)

FMP powers market-oriented ingestion for profile data and price history. Those feeds populate the asset master, fundamentals-style cache, and historical price series used by ticker pages, screening, and backtest inputs.

FMP is still the primary market provider, but it is not the only path into validated database-backed coverage.

Validated website-seed ingestion

Histometrics can backfill tracked BDC and CEF symbols from reviewed public fund pages, including sources such as BDC Investor, Finviz, Yahoo-style history endpoints, selected CEF reference pages, and structured SEC filing data. Those rows stay staged until validation confirms they meet the same quality bar used elsewhere in the app.

Once that validation passes, the resulting database coverage can power public pages, screening, and backtests alongside provider-backed rows without turning source details into prominent public-facing labels.

SEC EDGAR

EDGAR provides filing-level context for the tracked universe, including relevant form links, Form N-PORT holdings/composition detail for CEFs, and filing-derived enrichment for income assets. Public ticker pages can expose filing links directly so the source trail stays visible.

Filing data is useful for context and validation, but it does not guarantee that every derived metric is complete or synchronized with every other feed at the same moment.

FRED and reviewed universe inputs

FRED ingestion supports macro-series coverage used elsewhere in the product. The tracked BDC and CEF registry also comes from a reviewed source-of-truth process.

The public site avoids presenting internal repair queues as research data. When a source is incomplete, the relevant market field is shown as pending or kept behind sign-in.