ko-financial-data

How to connect

• get_institution_holdings

  Get current stock holdings of an institutional investor (hedge fund, mutual fund, pension fund) from their latest SEC 13F filing. Returns top positions with share counts, values, and quarter-over-quarter changes.

• list_institutions

  List top institutional investors (hedge funds, mutual funds, etc.) tracked in the SEC 13F database. Supports search by name and pagination.

• get_stock_profile

  Get a company's profile — sector, market cap, price, P/E ratio, 52-week range, beta, dividend yield, and other key financials.

• get_stock_holders

  Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.

• get_stock_activity

  Get institutional buying/selling activity trend for a stock over multiple quarters. Shows how many institutions are buying vs selling, net share changes, and value flows — useful for detecting accumulation or distribution patterns.

• get_stock_price

  Get historical daily stock prices (OHLC). Returns a summary by default; set series=true to get the full daily price series (for backtesting / charting).

• get_insider_trades

  Get insider/executive stock trades (SEC Form 4) for a company. Shows CEO, CFO, directors, and other officers buying or selling their own company's stock — a key signal for institutional investors.

• list_insider_traders

  List executives/insiders who have recently traded their company stock. Filter by role (CEO only or all executives). Useful for finding notable insider buying/selling activity across the market.

• get_congress_trades

  Get stock trades made by U.S. Congress members (House & Senate). Data sourced from mandatory financial disclosures. Filter by chamber, party, state, date range, or specific stock ticker.

• get_congress_member

  Get detailed trading history of a specific U.S. Congress member. Shows individual trades with transaction types, amounts, and disclosure dates.

• search

  Search across institutions, stocks, and insider traders in the ko.io SEC database. Use this first when you have a name but need the CIK number, ticker, or slug to use with other tools.

• get_form144_notices

  Get SEC Form 144 filings — notices of proposed sale of restricted/controlled securities by insiders. Filed before selling, these signal upcoming insider sales. Complements Form 4 (post-trade) with pre-trade intent.

• sec_list_filings

  List an entity's SEC filings from EDGAR (most recent first), each with its accession number. Provide the company's CIK (use search or get_stock_profile to find it). Returns accession numbers to pass to sec_get_filing_index / sec_get_filing_document.

• sec_get_filing_index

  Enumerate every file in a single SEC filing (primary document, exhibits, images, XBRL, the full .txt submission). Pass a file name from here to sec_get_filing_document.

• sec_get_filing_document

  Get a source document from a SEC filing, served by ko.io. Returns a ko.io LINK to the rendered document (open in a browser) plus, optionally, an extracted text excerpt. Never returns the whole file — for full content, open the link or request a specific section.

• get_stock_financials

  Get quarterly or annual financial statements for a company (revenue, net income, EPS, margins, cash flow, debt ratios) from SEC 10-K/10-Q filings.

• get_treasury_yields

  Get U.S. Treasury yield curve data — daily yields for maturities from 1-month to 30-year. Essential for understanding interest rate environment and yield curve shape.

• get_fed_rates

  Get Federal Reserve interest rates — Fed Funds Rate, SOFR, Prime Rate, Discount Rate, and Treasury yields. Key indicators for monetary policy.

• get_economic_indicators

  Get U.S. economic indicators from BLS — CPI (inflation), PPI (producer prices), Non-farm Payrolls (employment), Unemployment Rate, JOLTS. Filter by category.

• get_ftd_data

  Get SEC Failures-to-Deliver (FTD) data for a stock. High FTD quantities may indicate naked short selling or settlement issues.

• get_financial_stress

  Get the OFR Financial Stress Index — a daily indicator of stress in global financial markets. Values above 0 indicate above-average stress.

• get_crypto_exposure

  Get a market-wide summary of institutional exposure to US spot crypto ETFs (Bitcoin ETF complex: IBIT, FBTC, GBTC, etc.) from the latest quarter of SEC 13F filings. Returns total institutional USD held, quarter-over-quarter change, and a per-ETF breakdown (holders, USD, QoQ).

• get_crypto_holders

  List institutional investors holding US spot crypto ETFs (Bitcoin ETF complex), ranked by total USD held, from the latest quarter of SEC 13F filings. Optionally filter to holders of a specific ETF via the `product` parameter (e.g. 'IBIT').

• get_crypto_holder

  Get one institution's spot crypto-ETF holdings (Bitcoin ETF complex): its per-ETF positions in the latest filed quarter (shares, USD, QoQ change, action) plus its rank among all crypto-ETF holders. Use a CIK number (find it with get_crypto_holders or the search tool).

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