Business metrics (deposits, AUM, net flows, sales) from earnings releases

typeapi
urlhttps://data.sec.gov/submissions/
authnone (User-Agent required)
costfree
update frequencyquarterly
consumersproductscope
classificationpublic_regulatory

Fetchers

Notes

ProductScope v0.1: Deterministic pattern matching (not LLM extraction) for KPI extraction from earnings text. Covers deposits, AUM, net flows, sales, premiums, revenue, and earnings with segment and period detection.