Query market research data
query_dataQuery a registered research dataset by datasetId. Use for versioned symbol-membership universes, SEC company facts, SEC financial statements, SEC current filings, SEC full-text search, SEC filing exhibits, SEC insider transactions, SEC 13F holdings, Treasury FiscalData/yield curves, BLS series, BEA datasets, OFR funding data, and CFTC COT positioning. For person-named 13F research, resolve the legal filer from official filing/search evidence before querying holdings. A manager filing is delayed institutional disclosure, not a current personal portfolio. A symbol universe supplies membership only. Retrieve market observations through the user's exact saved broker connection. For bea_gdp_release_archive, filters.releaseYear and timezone-aware asOf select publisher-attested original annualized real-GDP growth estimates at the exact UTC release clock. Qualification covers that metric only, not current document bytes or complete history. Other historical sources must advertise their qualified capabilities; unavailable evidence fails visibly. For botspot.news.public.v1, pass filters.query and optional UTC calendar timeRange bounds. This profile returns GDELT metadata only: headlines and links, not article bodies or verified ticker matches. Observation timestamps do not prove publication time or original historical availability. Full-text and historical asOf requests fail visibly. For botspot.news.alpaca.v1, select your own filters.brokerCredentialId and aware filters.start/end. Optional filters.symbols, includeContent, contentMaxChars and pageToken request one bounded licensed page. Historical asOf requires explicit filters.availabilityMode=provider_versions: provider publication/update ceilings exclude known future versions, but coverage and original history remain unqualified. Never substitute this profile for public news or another owner’s connection. Do not use this for real-time prices, broker account data or options chains.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asOf | No | Historical availability ceiling, preferably a timezone-aware ISO timestamp. Calendar-period selection alone is not publication-time or original-vintage replay. Unqualified source history returns unsupported_capability. | |
| limit | No | ||
| entity | No | Ticker, CIK, company/manager name, market name, or public series query depending on the dataset. For 13F holdings, use a verified legal filing manager name or CIK; resolve person names or fund nicknames from official filing evidence first. | |
| filters | No | Dataset-specific bounded filters, such as SEC forms, Treasury topic/apiPath, BLS seriesIds, BEA method/datasetName/parameters, OFR mnemonics, or CFTC reportType. | |
| metrics | No | Metric aliases or source-native series/concepts, such as revenue, CPI, unemployment, or BEA table metrics. | |
| entities | No | ||
| datasetId | Yes | Dataset id from search_data_catalog, for example sec.company_facts or bea.api_datasets. | |
| timeRange | No |