Access key details on securities with Massive. This category provides information on asset classifications, company fundamentals, identifiers, and metadata essential for informed trading.
Knowledge Base/Reference Data
Knowledge Base
Reference Data
- Title
- Are Massive's fundamentals adjusted for stock splits?
- Financials Category
Financials
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Share counts and earnings per share on Massive's income statements are restated to the company's current share basis, including splits made after the record's filing date, while short interest and short volume are not split-adjusted, and none of these endpoints takes an adjusted parameter.
- Title
- Does Massive adjust historic dividends for splits?
- Reference Data Category
Reference Data
- Description
- It returns both. cash_amount is the amount actually paid per share on the day, and split_adjusted_cash_amount is the same payment restated on today's share basis. Pick the one that matches the question you are asking.
- Title
- Does Massive have a downloadable security master?
- FAQ Category
FAQ
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Massive has no downloadable security master or reference flat file, so build a point-in-time list of US stocks by calling All Tickers (/v3/reference/tickers) with a date for each day you need, back to 10 September 2003, and join the lists on share-class FIGI or CIK.
- Title
- Does Massive have a market holiday or status page?
- Data Coverage Category
Data Coverage
- Reference Data Category
Reference Data
- Description
- Yes, as two API endpoints rather than a web page. /v1/marketstatus/now returns whether each exchange is open, in pre-market or after-hours, and /v1/marketstatus/upcoming returns the coming holidays with their early-close times.
- Title
- Does Massive have historical float data?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- No. Massive returns only the latest free float for each stock, one record per ticker, so there is no float history and no way to ask for the float on a past date. The float endpoint is included in every Stocks plan, including the free Basic plan.
- Title
- Does Massive offer any technical indicators?
- Data Coverage Category
Data Coverage
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Yes, four calculated for you: simple and exponential moving averages, RSI and MACD, on their own endpoints and included with every plan including the free tier. Anything else you build from the aggregate bars.
- Title
- Does Massive provide the filing date for any financial reports?
- Data Coverage Category
Data Coverage
- Financials Category
Financials
- Reference Data Category
Reference Data
- Description
- Yes, every record on the financials endpoints carries a filing_date, but it is the date of the most recent SEC filing that included the period, which is often later than the date the period was first reported, so the original filing date comes from the SEC EDGAR Index endpoint.
- Title
- Does Massive support normal and reverse splits?
- Reference Data Category
Reference Data
- Description
- Yes, both, on the same endpoint and in the same shape. Each record carries split_from, split_to and an adjustment_type of forward_split, reverse_split or stock_dividend.
- Title
- How do I get company logos and icons from Massive?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Call the Ticker Overview endpoint for the ticker and read its branding object, which holds a logo_url and an icon_url; both image links need your API key, and some tickers have no branding object at all.
- Title
- How do I look up what a stock quote condition code means?
- Quotes Category
Quotes
- Reference Data Category
Reference Data
- Description
- Look the code up on /v3/reference/conditions with asset_class=stocks and the code as id, and keep the record whose data_types list bbo or nbbo, because quote and trade codes share numbers and data_type=quote is not a valid filter, so it returns an empty list.
- Title
- How does Massive calculate return on equity and its other ratios?
- Financials Category
Financials
- Reference Data Category
Reference Data
- Description
- Return on equity on Massive's ratios endpoint is trailing-twelve-month net income attributable to common shareholders divided by equity attributable to the parent at the latest quarter end, not an average of equity, so it can differ from other sources and changes sign when equity is negative.
- Title
- How does Massive handle ticker changes and acquisitions?
- FAQ Category
FAQ
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- The data stays as it was published, so a renamed company has history under both symbols and Massive does not stitch them together. Pass a date to the ticker endpoints to ask who held a symbol then, and use the ticker events endpoint to find the rename.
- Title
- How far back does Massive's news and sentiment data go?
- Data Coverage Category
Data Coverage
- Reference Data Category
Reference Data
- Description
- Massive's ticker news starts on 22 June 2016, with all history on Stocks Starter and above and 2 years on Stocks Basic, but it is sparse until late April 2021, and the insights sentiment field starts with articles published on 2 July 2024.
- Title
- How much historical data does Massive have for financial 10-K and 10-Q reports?
- Financials Category
Financials
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- The oldest record in the dataset is from April 2009, but the floor for any one company is later and depends on when its filings became available in the format we parse, so ask the endpoint for that ticker rather than assuming a universal start date.
- Title
- What do Massive's stock trade condition codes mean?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- The conditions array on a stock trade holds numeric codes describing how it was executed, and those codes decide whether the trade updated a bar's open, close, high, low or volume. A regular trade has no conditions field. This is the reference table for the codes you will meet in practice.
- Title
- What are the different types of dividends that Massive supports?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Dividend records carry a distribution_type of recurring, special, supplemental, irregular or unknown. Nearly everything is recurring, and the separate frequency field tells you how many payments a year to expect.
- Title
- What does Massive do with delisted tickers?
- FAQ Category
FAQ
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- They stay. Delisted companies keep their history exactly as it was published, so a backtest sees the companies that failed as well as the ones that survived. Their ticker records are marked inactive rather than removed.
- Title
- What does Massive use for sector classification?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- SIC codes, from the company's own SEC filings. Ticker details returns sic_code and sic_description, so Apple is 3571, Electronic Computers. There is no GICS sector field.
- Title
- What fields can I expect from Massive's financials API?
- Data Coverage Category
Data Coverage
- Financials Category
Financials
- Reference Data Category
Reference Data
- Description
- A fixed, flat set per endpoint. Income statements, balance sheets, cash flow statements and ratios each have their own endpoint and their own named columns, every record carrying period_end, filing_date, fiscal_quarter, fiscal_year and timeframe.
- Title
- What is market cap and how does Massive calculate that value?
- FAQ Category
FAQ
- Reference Data Category
Reference Data
- Description
- Market cap is the weighted share count multiplied by the latest price. Ticker details returns both, so you can check it: AAPL's market cap divided by its weighted shares outstanding is its closing price.
- Title
- What is Massive's reference data?
- Reference Data Category
Reference Data
- Description
- Everything that describes the market rather than prices it: tickers and their details, exchanges, market status and holidays, condition codes, and corporate actions such as splits and dividends. It is included with every plan, including the free tier.
- Title
- What is the difference between weighted shares outstanding and share class shares outstanding?
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Weighted shares outstanding counts the whole company expressed in one share class's units; share class shares outstanding counts only the shares in that class. For a single-class company they are identical, and for a multi-class one they are not.
- Title
- When does Massive scrape EDGAR company filings for financial reports?
- Financials Category
Financials
- Reference Data Category
Reference Data
- Description
- There is a lag between a filing reaching EDGAR and appearing here, so do not treat the absence of a very recent filing as final. Read filing_date on the record rather than inferring timing from when you polled.
- Title
- Where does Massive source ticker news from?
- Reference Data Category
Reference Data
- Sources Category
Sources
- Description
- From multiple financial news publishers, with each article tagged with the publisher that produced it and the tickers it mentions. A sample of 50 recent articles carried GlobeNewswire, The Motley Fool and Zacks Investment Research.
- Title
- Why are ticker symbols with dashes not showing in Massive's system?
- FAQ Category
FAQ
- Reference Data Category
Reference Data
- Stocks Category
Stocks
- Description
- Because Massive writes class shares with a dot rather than a dash, so BRK-A is BRK.A, and preferred shares with a lowercase p, so a Series D preferred is ABRpD. On the bars and trades endpoints an unknown symbol returns an empty result rather than an error, which is why it looks like missing data.
- Title
- Why does the options contracts endpoint return nothing for a past expiration date?
- Options Category
Options
- Reference Data Category
Reference Data
- Description
- By default the options contracts endpoint lists only contracts that have not expired as of today, so a past expiration returns status OK with no results; add expired=true, or set as_of to the expiration date, for the full set, and remember that expired is judged relative to as_of.
