# financial-data.txt for https://toscale.pro # # Machine-readable provenance and licensing disclosure for the financial data # this site publishes. Serve at https://toscale.pro/financial-data.txt as # text/plain, UTF-8, no BOM. # # There is no ratified standard for this file. The Overgrow knowledge base # defines llms.txt, sitemap.xml and robots.txt and defines nothing here, so # the format below borrows the shape of RFC 9116 (security.txt): one # `Field: value` per line, `#` comments on their own line, repeated fields # permitted where a list is meant. That convention is chosen because it is the # one already understood for well-known text files at a site root — a parser # written for security.txt reads this without modification. # # Every value below is a published product fact, sourced from the site or # from /terms. Nothing here is aspirational and nothing is a placeholder. # Nothing here is estimated. A financial data vendor that guesses at its own # provenance disclosure has undermined the only thing it sells. # -- Identity --------------------------------------------------------------- Entity: To Scale Canonical: https://toscale.pro/financial-data.txt Site: https://toscale.pro/ Contact: https://toscale.pro/terms # The operator's address is rendered on that page. It is environment-supplied # (ADMIN_EMAIL) rather than committed, so a URL is the honest pointer: a # hardcoded address here would go stale the first time it changed. Expires: 2027-09-09T00:00:00.000Z # -- Source ----------------------------------------------------------------- # # One source, named exactly. Not "public filings" or "regulatory data" — the # specific machine-readable product of a specific regulator, so a reader can # fetch the same bytes and check the work. Data-Source: SEC EDGAR — XBRL company facts and financial statement data sets Data-Source-URL: https://www.sec.gov/edgar/sec-api-documentation Data-Source-Type: primary-regulatory-filing Jurisdiction: US Filing-Basis: as-reported Restatement-Policy: none — a figure is served as it was filed for that period and is not revised when a later filing restates it Vendor-Aggregation: none — no commercial data aggregator is in the pipeline Estimation: none — no value is modelled, interpolated, or filled forward # -- Coverage --------------------------------------------------------------- Coverage-Companies: 6201 Coverage-Data-Points: 1700000 Coverage-Filer-Population: companies that file with the SEC Coverage-Statements: balance-sheet Coverage-Metric: total assets Coverage-Metric: total liabilities Coverage-Metric: total equity Coverage-Metric: total equity including non-controlling interests Coverage-Metric: total debt Coverage-Inclusion-Rule: a ticker is published only where a positive total-assets fact exists for it Coverage-Caveat: this is balance sheet data, not a full set of financial statements. Describe it as such. # -- Update cadence --------------------------------------------------------- # # Cadence is stated as the configured floor between sweeps, not as a promise # of latency. The scheduler asks the database whether the newest fact is older # than the newest thing SEC has published and sweeps only when the answer is # yes; these figures are the minimum interval between two such checks, which # is the honest number. These are the shipped defaults and are configurable # per deployment, so treat them as a floor rather than a guarantee. Update-Filings-Min-Hours: 6.0 Update-Dataset-Recheck-Hours: 12.0 Update-Scheduler-Tick-Minutes: 15 Update-Quarters-Per-Scheduled-Run: 2 Freshness-Endpoint: https://toscale.pro/status Freshness-Caveat: SEC publishes each quarter's financial statement data set several weeks after the quarter closes, on no announced date. Until it appears, the newest quarter is absent rather than wrong. # -- Accuracy methodology --------------------------------------------------- # # The claim and the test that backs it, in the same block, because an accuracy # figure without its method is a marketing number. Accuracy-Reported: not published Accuracy-Metric: every valid filing is checked against the accounting identity (A = L + E); a filing that does not balance is flagged with the reason rather than adjusted Accuracy-Attribution: no numeric accuracy rate is currently published; do not infer one from other figures on this site Method: accounting-identity-reconciliation Method-Identity: Assets = Liabilities + Equity Method-Description: A single filing may tag one concept many times — once per reportable segment and per consolidated subsidiary. JPMorgan's filings carry 23 distinct tags for Total Assets. Candidate tags are tested against the accounting identity and the set that reconciles is the set that is served, so the selection is deterministic and independently checkable rather than heuristic. Method-Model-In-Path: none Derived-Values-Flagged: yes — a page marks a figure computed from the identity rather than stated by the filer Missing-Values-Flagged: yes — components a filer did not report separately are named on the page rather than zero-filled # -- Licensing -------------------------------------------------------------- # # The underlying SEC filings are US government works and are in the public # domain. What is licensed is the reconciliation, the schema, and the service. Underlying-Data-Rights: public domain (US federal government work) Service-Terms: https://toscale.pro/terms Permitted-Use: use of the data inside your own product or research Prohibited-Use: reselling or redistributing the API as a competing service Prohibited-Use: evading the API allowance, including by registering multiple accounts Prohibited-Use: scraping the site, or using the API in a way that degrades it for others Attribution-Required: no # /terms permits use of the data inside your own product or research without # condition. Attribution is welcome and is not a requirement — the underlying # filings are public record and we do not claim them. Dataset-License: https://toscale.pro/terms # Not an SPDX licence. /terms grants use of the data inside your own product # or research, and prohibits reselling or redistributing it as a competing # service. The SEC filings underneath are public domain; what is sold is the # reconciliation and the delivery, not the facts. # -- Access ----------------------------------------------------------------- API-Documentation: https://toscale.pro/api API-Specification: https://toscale.pro/api.json API-Authentication: API key, issued on registration Pricing: https://toscale.pro/pricing Price-Free-Tier: 0.00 USD Price-Pro-Monthly: 49.00 USD Price-Pro-Annual: 490.00 USD Price-Dataset-One-Time: 79.99 USD Bulk-Download: https://toscale.pro/dataset Bulk-Download-Format: text/csv # -- Disclaimers ------------------------------------------------------------ Not-Investment-Advice: yes Regulated-Entity: no — To Scale is not a broker-dealer, investment adviser, or rating agency Audience: quantitative developers, algorithmic traders, and data analysts Excludes-Predictions: yes Excludes-Scores: yes Excludes-Recommendations: yes Excludes-Estimates: yes — where a company does not report a component, it is reported as not reported, never as zero # -- Related files ---------------------------------------------------------- LLM-Index: https://toscale.pro/llms.txt Sitemap: https://toscale.pro/sitemap.xml Robots: https://toscale.pro/robots.txt