DEVELOPER GUIDE

Sources & historical data

Discover datasets, available windows and source-specific history.

Sources and available datasets

Use selected datasets from these 13 active source families. Open each dataset for its available dates, original sources and record-level validation details.

U.S. Energy Information Administration

Compare electricity prices and generation, weekly petroleum inventories and natural-gas storage with charts, source receipts, exports and private threshold alerts.

Account required; four selected datasets fetched on demand; history varies by series

CFTC Commitments of Traders

Discover futures markets and compare weekly trader positioning across seven report families. Inspect long, short and net positions, changes and open-interest ratios with source receipts.

Account required; interactive comparisons cover up to four markets and 104 weeks; retained history is available by completed archive window; no price feed

U.S. Bureau of Labor Statistics

Compare inflation breakdowns, employment across 12 industries, production/nonsupervisory hourly earnings, unemployment and participation. Combine sources and save economic dashboards.

Account required; 32 selected monthly series; dates and employee populations vary

U.S. Bureau of Economic Analysis

Compare GDP, consumer spending, income, saving, private investment, industry compensation and corporate profits, with explicit units and current source revisions.

Account required; 113 selected monthly, quarterly and annual series; dates vary; latest revisions

SEC EDGAR

Search filings and exhibits, compare financial disclosures, and research reported ownership, fund portfolios, private offerings and supplemental SEC records.

Public examples; account and indexed-coverage limits apply

New York Fed

Research borrowing costs with overnight rates, 30-, 90- and 180-day compounded SOFR averages, and the SOFR Index.

Account required; available history varies by series

U.S. Treasury

Compare 14 nominal yield maturities, real yields and bill rates. Explore historical Treasury auction announcements and results.

Account required; selected rate and auction histories

Federal Reserve Board

Explore 33 SLOOS lending-condition series across business loans, commercial real estate, mortgages, credit cards and auto loans.

Account required; selected quarterly survey series

Office of Financial Research

Research repo financing history and the published Financial Stress Index, including its category and regional contributions.

Account required; selected repo and stress-index history

FDIC

Screen 16 bank financial measures, including estimated uninsured deposits, noncurrent loans and property lending. Compare up to 25 banks across eight quarters; explore deposit geography and failure history.

Account required; select banks by FDIC certificate; history varies

GLEIF

Search legal entities, navigate reported accounting parents and children, and compare retained identity observations with current records.

Account required; observed history varies by entity

Bank for International Settlements

Explore stored history and comparisons across six selected datasets: credit, debt service, credit gaps, nominal and real property prices, debt securities and foreign exchange across 42 countries and areas.

Public, without login or paid quota; selected areas and series

Treasury Fiscal Data

Research federal debt outstanding, average interest rates, interest expense and the Monthly Statement of the Public Debt summary over time.

Account required; four history datasets; combined reports cover the original three

Historical data, ready to research.

Explore bank financials, repo financing, the Financial Stress Index, international credit, legal-entity snapshots and federal debt. Filter by date and source identifier, view charts and export records with original source receipts.

Explore historical data →

Available dates vary by dataset. Check accepted coverage and remaining gaps in the library. GLEIF snapshots show observed identities and reported accounting parents; they are not complete ownership history. BIS history is free without login; other datasets require account access.

Additional integrations · not currently available

Companies House, USAspending.gov, Federal Register, Japan EDINET, ESMA are implemented but remain source-gated. They are not included as usable datasets in a subscription. Their appearance in navigation or OpenAPI is not evidence of availability.

Signed-in customers can inspect the source desk at GET /account/open-source-research and organization source status at GET /account/open-source-research/coverage. Source admission, account permissions and provider availability are checked at request time.

Reference and coverage resources

EndpointUse it for
GET /coverage/statusPublic SEC ingestion, measured latency and the separate financing-corpus receipt
GET /catalog/filingsAuthenticated historical metadata discovery; not a guarantee of extracted text
POST /search/marketWatchlist-independent search of entitled indexed records, with coverage limits
GET /reference/bis/comparePublic bounded comparisons of selected BIS datasets
GET /intelligence/issuers/{ticker}/financing-conditionsNew York Fed rates beside entitled SEC context
GET /account/reference-historyStored bank financials, OFR repo and stress series, legal-entity snapshots, and federal debt history. Filter by source identifier and dates; export page records with original source receipts. Inspect accepted and pending windows through /catalog. Reference-history entitlements apply.
GET /reference/bis/historyFree public stored BIS history across selected credit datasets. No sign-in or paid quota; source coverage and pagination remain explicit.
GET /intelligence/issuers/{ticker}/financing-environmentSOFR averages and Index; nominal and real Treasury yields, bill rates and historical auctions; 33 selected SLOOS series; and OFR repo context. Expired admissions or unavailable datasets return explicit availability states, not observations
POST /account/bank-peers/compareBrowser-session selected FDIC bank comparisons
POST /account/entity-matches/{ticker}/candidatesBrowser-session GLEIF candidate review, not automatic identity matching
GET /account/open-source-researchCurrent source-desk and dataset availability
POST /account/open-source-research/queryAdmitted Treasury Fiscal Data queries

Query historical reference data

The historical library serves retained FDIC, OFR, BIS, GLEIF and Treasury Fiscal Data. New York Fed rates, Treasury curves/auctions and SLOOS remain in the separate issuer financing endpoints listed above. These records preserve source receipts and original units; they are separate from SEC facts and their verification states.

Dataset selectorData and identifier
fdic_financialsTen bank metrics; FDIC certificate. Amounts in thousands of USD, ratios in percent. Net income is year-to-date.
fdic_institutionsCurrent bank directory snapshots; FDIC certificate. A reported LEI does not automatically match a bank to an SEC issuer.
ofr_repoRepo rates/volumes; series mnemonic. Keep preliminary/final variants and exact units separate.
ofr_stressFinancial Stress Index and eight contributions. No entity filter is needed.
bisSix selected dataflows; exact dataset/country/sector identifier from the public entities route.
gleifObserved identity and reported accounting-parent snapshots; LEI. Not complete historical or beneficial ownership.
treasury_debtFederal debt in USD. No entity filter is needed.
treasury_ratesAverage interest rates in percent; security description.
treasury_expenseMonthly and fiscal-year-to-date expense in USD; category/group/type identifier.
treasury_mspdMSPD summary table 1 in millions of USD; security type/class identifier.

Choose public or account access

GET /reference/bis/history, /reference/bis/history/catalog and /reference/bis/history/entities?dataset=bis are public, without a key or paid metering. The query defaults to BIS; identifier discovery requires dataset=bis.

Other datasets use GET /account/reference-history, /account/reference-history/catalog and /account/reference-history/entities. Send a server-side API key with intelligence:read, or use your signed-in browser session. Eligible Free accounts can use these routes within their access limits. The private catalog also lists BIS; query it through the public route.

Private queries enforce referenceHistoryDays: currently 365 days for Free, 1,095 for Builder, 2,555 for Professional and 3,650 for Team. Check the live plan catalog. Decades stored in the archive do not grant every account access to those dates. Catalog and identifier visibility do not override this limit. Public BIS has no plan lookback. Indexed SEC history is a separate access rule.

Discover, filter and paginate

  1. Read the appropriate /catalog for enabled datasets, definitions, units and download coverage. Its dates describe requested windows, not the earliest/latest actual observation. available does not certify a complete provider archive.
  2. Use /entities?dataset=…&search=… to obtain an exact identifier; do not substitute a ticker or CIK. At most 30 identifiers are returned; narrow your search if data.truncated is true. FDIC financial discovery uses the current bank directory and can omit closed historical banks.
  3. Query with dataset, inclusive startDate/endDate, and optional entity. Dates must be from 1900 onward, not in the future, and at most 3,660 days apart. Omitting entity queries all retained identifiers. There is no adjustable limit or offset.
  4. Read up to 100 data.records per page. Pass data.pagination.nextCursor unchanged with identical filters until it is null. There is no hasMore. The examples below stop at ten pages and explicitly mark partial output.

A 409 reference_history_changed means the accepted snapshots or filters changed. Discard the incomplete result and restart without a cursor; never combine pages across that restart. Empty records with a null cursor are a valid result, not proof that the provider has no data.

Keep values and source receipts together

Each record contains key, entity, date, label, dataset-specific fields, state and snapshotSha256. Join that hash to data.receipts for original source URLs, retrieval timestamps, HTTP status and hashes. Numeric values are exact decimal strings or null; keep null distinct from zero. Units and notices are in data.dataset, with field-level definitions in OpenAPI.

data.coverage counts dataset-wide registered, accepted and pending/failed download windows. These counts can overlap after a failed refresh, and an accepted window can be empty. They do not measure completeness of your selected dates. Stored values are latest retrieved revisions, not what was known at a historical publication time. Page exports retain only that page and its receipts.

Runnable requests

Download the dependency-free Python example or Node.js example. Defaults query one public BIS quarter and follow up to ten pages. For private data, set FILINGSIFT_API_KEY securely in your environment, then pass the dataset, start date, end date and optional exact entity. For example: python3 reference_history.py fdic_financials 2026-06-01 2026-06-30 3510; choose dates permitted by your current plan. Empty results remain valid. These are direct REST examples; they do not imply new SDK helper methods.

curl --fail-with-body --max-time 30 --get   'https://api.filingsift.com/api/v1/reference/bis/history'   --data-urlencode 'dataset=bis'   --data-urlencode 'startDate=2020-01-01'   --data-urlencode 'endDate=2020-03-31'
# This is one page. Use the Python or Node.js example to follow nextCursor.

Errors and request budgets

400: unsupported filters, dataset, dates or cursor; 401: missing/invalid credentials on private routes; 402: inactive billing entitlement; 403: scope or reference-history access; 409: restart pagination; 429: honor Retry-After; 503: history/source unavailable. The three routes share a 20-request/minute action budget per organization for private access, or per IP for public BIS, plus platform limits. Responses use Cache-Control: no-store. The examples stop on errors without printing partial pages or automatically retrying.

BIS expansion covers 42 selected countries/areas and six dataflows, including nominal and CPI-deflated residential property indices. New retained histories are populated in bounded batches; use catalog coverage before requesting old dates. Live public comparisons accept up to 20 completed quarters from 1970 onward where available; debt-service ratios begin no earlier than 1999. Public BIS data has no login or paid quota requirement.

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