Starting December 1, 2020, IEX Cloud began upgrading its platform to provide an expanded and enhanced offering to its user base. This upgrade includes a transition away from our current primary data provider to a new group of industry-trusted data creators.

This guide helps outlines what you need to know for this transition. Below you will find:

  • A high-level introduction to the upcoming changes.

  • Timelines for new releases and additions.

  • Steps and instructions for required data deletion.

  • Important changes to existing endpoints.

Introducing IEX Cloud’s 2020 Data Upgrade

Starting December 1, 2020, we're excited to roll out a significantly expanded data offering on IEX Cloud – this includes entirely new datasets, more data history, international coverage for over a dozen endpoints, and many more additions. Behind the scenes, we’ve partnered with a group of industry-trusted data providers to make this possible.

Part of this upgrade includes the platform’s transition away from our current primary data provider. Please review the following carefully to understand timelines, changes to certain endpoints, and important next steps.

This upgrade marks a new phase for IEX Cloud – and it’s just the beginning. We have an ambitious roadmap and plan to bring you even more of the data and services in 2021.

Timelines for New Releases

Updates to the platform began December 1, 2020. Certain changes occurred right away, whereas other enhancements are planned for 2021.

The timelines below will be updated as information becomes available so you can keep track of when changes will be put in effect. Note that timelines are subject to change.

The timelines below focus on releases and expansions as a part of the overarching system upgrades described above. This is not a comprehensive product roadmap or list of all upcoming additions.

Completed

On December 1, 2020

Expanded end-of-day historical prices:

  • Added 200,000+ symbols and 160+ exchanges globally. This includes expanded U.S. and international ETFs, expanded U.S. mutual fund coverage, including many highly requested OTC mutual funds.

  • The Historical Prices endpoint now provides fully adjusted, unadjusted, and split-adjusted price data. Fully adjusted data means that the stock prices will reflect a stock’s value after corporate actions have been taken into account. We've also standardized our date ranges around calendar days. For instance, if you query on the last five days of price data, this will return the last five calendar days rather than the last five trading days.

Additional datasets can now be queried by the time series endpoint. This means you can query data by flexible date ranges defined by you and your use case – whether you want to define your date range as the past 18 days, the last two quarters, or the previous ten years. This update includes the following endpoints:

  • Fundamentals

  • Analyst Recommendations

  • Balance Sheet

  • Cash Flow

  • Historical Prices (Chart)

  • Company

  • Dividends (basic)

  • Financials

  • Fund Ownership

  • Historical Prices

  • Income Statement

  • Insider Roster

  • Insider Summary

  • Insider Transactions

  • Institutional Ownership

  • Previous Day Price

  • Price Target

  • Earnings

  • Estimates

  • Splits (basic)

  • Options

  • IPO calendar (Coming soon - see below under "Planned.")

Global corporate actions data, with new coverage for over 160,000 symbols, including:

  • Dividends

  • Splits

  • Spinoffs

  • Distributions

  • Return of Capital

  • Rights Issues

  • Right to Purchase

  • Security Reclassification

  • Security Swaps

Global end-of-day options data, with coverage from over 60 exchanges:

  • The Options endpoint now provides full expiration dates, including weekly, monthly, and quarterly contracts. When querying for a specific date, use the format “YYYYMMDD”. Complete details can be found in our API documentation.

  • The Options endpoint also returns additional fields - see the full list here.

Upgraded and expanded financial statements:

  • Reported, normalized, and adjusted financial statements – adjusted financial statements will be available in 2021.

  • Expansions will include history as far back as 1998, plus nearly 150 new fields.

  • Specialized formats for banks, REITs, and industrial companies – coming soon in 2021.

  • New coverage will include over 90% of the total U.S. equity market by market cap, including data for the top 2,500 U.S. stocks. Note that certain small cap stocks may no longer be covered with our financial statement endpoints.

Global earnings and estimates data, with coverage for an additional 15,000 symbols world-wide.

  • Important: This data requires additional entitlements and may need to be accessed from the data partner directly. Read below under “Important Endpoint Changes” to learn more.

Insider transactions:

  • Our Insider Transactions endpoint offers new fields, including information on whether an insider transaction was executed under Rule 10b5-1, plus transaction types and post-share amounts.

Planned

Coming in 2021

A comprehensive reference data model: We’re developing a comprehensive reference data model for early 2021, which will expand the number of identifiers you can use to query data on the platform.

  • As a part of this update, we will ultimately retire the use of iexID as a symbol identifier in early 2021. To give you more time to migrate from its usage, we’ve temporarily retained access to iexID.

  • In the interim, we suggest migrating to the use of FIGI as an identifier for stocks and ETFs, or CIK for mutual funds. Our team will keep you up to date on timelines for introducing new identifiers and fully moving away from iexID, so that you can prepare accordingly.

Global indices coverage:

  • Historical end-of-day indices prices and constituents for global indices.

  • This excludes major U.S. indices, such as the S&P 500, the Dow Jones Industrial Average, or the Russell 1000. Note that major U.S. indices data can generally only be accessed via direct contract with major index providers. Learn more here.

IPO Calendar Data, including upcoming IPO dates and prices. Planned for 2021 – stay tuned for more information!

Up to 147 global corporate actions event types, expanding from our current number of 10 types. Will include events like:

  • Company meetings

  • Class action lawsuits

  • Buybacks

  • And many more

Global futures end-of-day pricing and reference data, with coverage for over 240,000 symbols.

Historical Fixed Income data, including corporate, government, and government agency bonds data since 2007.

Stay tuned for additional updates via email and this guide.

Important Endpoint Changes

Our team has been working hard behind the scenes to minimize any potential disruptions as a part of this transition. Because we are migrating to a new set of providers, there are certain endpoints that will have new terms of use and small changes in available datapoints that could impact your implementation.

Starting December 1, 2020:

  • Earnings and Estimates data will require additional entitlements and in certain scenarios may need to be accessed from the data partner directly. Read more below.

  • The "reportDate" on Earnings, "announceTime" on Earnings and "Upcoming Earnings" on the Upcoming Events endpoint may be temporarily unavailable starting December 1, 2020. We plan to continue offering this datapoint as soon as possible and are actively in the process of securing a new provider. We will continue to keep you updated as we have more details. The "nextEarningsDate" field on Key Stats is now operational.

  • Historical Stock Prices will be available from 2007.

  • On the Key Stats endpoint, the “float” field will no longer be available and will return as null.

  • For Financial Statements (Balance Sheet, Cash Flow, and Income Statements), there are certain lesser-used fields that will return null. Many of those fields will be superseded by an expanding offering through a new endpoint. New coverage will include over 90% of the total U.S. equity market by market cap, including data for the top 2,500 U.S. stocks. Note that certain small cap stocks may no longer be covered with our financial statement endpoints.

  • The "iexID" field will be deprecated in 2021. We’re developing a comprehensive reference data model for early 2021, which will expand the number of identifiers you can use to query data on the platform. As a part of this update, we will ultimately retire the use of iexID as a symbol identifier in early 2021. To give you more time to migrate from its usage, we’ve temporarily restored access to iexID. In the interim, we suggest migrating to the use of FIGI as an identifier for stocks and ETFs, or CIK for mutual funds. Our team will keep you up to date on timelines for introducing new identifiers and fully moving away from iexID, so that you can prepare accordingly.

Changes to Earnings and Estimates Data

Earnings and estimates data is now sourced from a new provider. As one benefit, beginning December 1, 2020 we will offer global coverage for earnings and estimates data.

Due to this third-party provider’s terms of use, however, their data requires additional entitlements and in certain scenarios may need to be accessed from the data partner directly. Affected endpoints include:

  • Estimates

  • Earnings

  • Earnings Today

  • Price Target

  • Analyst Recommendations

  • Note that the "Upcoming Earnings" on the Upcoming Events endpoint may be temporarily unavailable starting December 1, 2020. We plan to continue offering this datapoint as soon as possible and are actively in the process of securing a new provider. We will continue to keep you updated as we have more details.

New terms of use

Beginning December 1, 2020, the data listed above requires additional entitlements.

If you are planning on using this data for personal or internal use only – with no redistribution or redisplaying of this data in any way – simply follow the instructions below to continue accessing this data through IEX Cloud.

If you are redistributing this data, such as redisplaying data on a public facing website or application, you will need to purchase and sign an agreement directly with our data partner. Please reach out to our partnerships team at partners@iexcloud.io if you would like us to make that introduction.

Enable access to earnings and estimates data

If you are using this data for personal or internal use, you can continue to do so by requesting access to it in the Premium Data tab in your Console. These endpoints are included in the Premium Data section for entitlements purposes – they will use Premium data credits (and for legacy Launch, Grow, and Scale plans, they will also use pay-as-you-go credits), however the data weights remain unchanged.

Approved entitlements will be required to access this data starting December 1, 2020.

You can request access through the following steps:

  1. Go to the Premium Data tab in the IEX Cloud Console and request access to “Earnings and Estimates Data.”

  2. You will need to provide basic information about who you are and how you will be using the data. Once approved, you will be able to use these endpoints. Access is typically granted in 1-2 business days.

  3. API calls for these endpoints will use pay-as-you-go credits. The number of credits used per API call, however, is not changing.

Required data deletions (For customers that signed up before December 1, 2020 only)

The following was a requirement for transitioning away from our previous primary data provider on December 1, 2020. If you have signed up since December 1, 2020, the following does not apply to you.

Part of this upgrade includes the platform’s transition away from our current Primary Data Provider. Due to our Primary Data Provider’s terms and conditions, we are required to inform customers that they will need to delete any saved or cached raw data by December 1, 2020. This only applies to data taken from endpoints marked in our API documentation with “Primary Partner” under “Data Source(s).”

What does this mean for you?

Our current Primary Data Provider requires that any of their raw data that has been stored or saved leading up to December 1, 2020 be deleted by December 1, 2020. This includes deleting raw data from logs or your data storage but does not apply to derived data.

If you are unsure of whether this applies to you, please feel free to reach out to us at support@iexcloud.io. We’re happy to provide further guidance on which endpoints are impacted by this requirement.

Users can satisfy this requirement by simply deleting the data, or alternatively, by re-fetching that data – this would replace any data from our Primary Data Provider with new data.

We’re excited to expand your access to a range of new data on the platform. Stay tuned for more updates on our upcoming releases and enhancements.

Questions? Reach out to support@iexcloud.io for assistance.

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