Data sources

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 supported backtest inputs. Scenario memo calculations currently use sample data.

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

Histometrics can backfill tracked BDC and CEF symbols from reviewed public issuer 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.

Validated records can appear in public pages and supported research tools. Review each result’s calculation data note; record availability does not establish which inputs a calculation used.

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 tracked securities. 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 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 field is marked unavailable. Signing in does not make missing data available.