Choosing An Exchange For Stock Prices

If you are looking for real time stock prices, its important to get some clarity about what a stock price even is. This article explains why there can be multiple prices for the same stock at the same time, how those prices converge, and provides a guide for deciding which stock price is the right price for different use cases.

Why isn't there just one stock price?

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Customer Spotlight: FinanceBoards Real Time Prices Widget

One of the best parts about working at Intrinio is that we get to see our data come alive in the apps, software and innovations that our users build. Today, we're proud to feature one of our earliest customers, FinanceBoards.

The team at FinanceBoards built a bridge to integrate any API into custom widgets on a dashboard. This innovation enables anyone (even first time investors) to access powerful financial data in one place on their own, customizable dashboard. Imagine how convenient this is when you're analyzing investments!

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TipRanks Data Feeds on the Intrinio Marketplace

We're proud to announce a brand new partnership with TipRanks - a leader in analyst ratings and rankings. We've added three new TipRanks products to the marketplace: News Sentiment, Analyst Ratings & Blogger Ratings. These data sets provide unprecedented access to powerful sentiment indicators. This article explains these new data feeds in depth with sample code and examples for how to get started.

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News API: Get the Latest News on Your Stocks

When you're managing a portfolio of stocks it's important to stay up to date with company news. Has Apple, Inc. announced a new version of the iPhone? Is the management shifting at Exxon Mobil? Are new regulations affecting Tesla's future performance? Easy access to these updates via a News API helps you keep a pulse not only on the company and its performance, but on the general media and public sentiment.

This article explains how to pull the latest news on the stocks you follow via the Intrinio News API.

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Developer Spotlight #6: PriceSeries [blog series]

Our mission at Intrinio is to power a generation of applications that will fundamentally change the way our broken financial system works. Intrinio data feeds form the basis of large enterprise business reporting applications, Fintech web-apps, mobile apps and even blogs. It's rewarding to see our product come to life at the hands of today's most innovative developers. They are building powerful things.

We're lucky to be in a business where we grow together with our customers, and we're proud to show off their hard work. Each blog in this series will feature a developer or a startup that has leveraged our financial data feeds to build something incredible.

These are their stories.

PriceSeries Blog Feature

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Sector & Industry API – [Instant Access via SIC Code]

Accessing Intrinio data for individual US equities is affordable, easy and extremely valuable when analyzing investments. What can be even more powerful at times, is accessing that data on an industry-wide or sector-wide level. We developed a Sector & Industry API so investors and developers can instantly access data to generate lucrative insights for different segments of the market. You can check out the data feed here.

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Stock Valuation – Valuing Stocks With Intrinio’s Free Tools

Stock Valuation - The Art and the Science

Warren Buffett is one of the most famous investors of our time and is a stock valuation pro. He learned most of what he knows from Benjamin Graham - the KING of Value Investing.

"Long ago, Ben Graham taught me that price is what you pay, and value is what you get. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett

Stock valuation involves analyzing a company from many different angles to determine an intrinsic value. This intrinsic value will either be above or below the current stock price. If the value you arrive at is above the stock price - buy it! It's cheap. If the value is below the stock price- sell it! It's expensive.

Not everyone is a fan of value investing; it's more of a long term approach. Hundreds of thousands of traders around the world pay little attention to the value of a stock, instead raking in big bucks betting on fluctuations in the price of the stock. Day trading, however, is incredibly risky and very few make money at it in the long run. To make an informed investment decision it's wise to analyze the value of the stock before buying.

Stock valuation is as much an art as it is a science. Running a discounted cash flow is somewhat of a science. Deciding which assumptions to put into that model - that is an art. Looking back over historical earnings and performance is a science. Modeling future sales based on industry knowledge and macroeconomic forecasts - that is an art.

There are lots of tools publicly available to assist you in performing stock valuation. We've developed two free tools that take care of the science for you, allowing you to focus fully on the art.

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FDIC Data for Banks [Call, UBPR & Y-9C Reports]

Intrinio was founded on the principle that making financial data affordable and accessible has the potential to ignite innovation in an archaic industry. First, we built our technology and used it to get full coverage of US equity data. Then we started looking for new data sets that needed to be freed from the shackles of oligopolistic pricing. We stumbled upon FDIC data, and what we built has become truly exciting. 

Because of our technology, we're able to serve this data up at a fraction of the cost of other providers. What was once a premium product reserved only for large organizations (who overpay as well) is now affordable and accessible. Eat your heart out.

FDIC Data - The Regulatory Filings

If you're a bank analyst, an investment banker, or the CFO of a bank, you are most likely intimate with the idea of FDIC data. Feel free to skip to the next section so you can get your hands dirty right away.

But for the rest of us, what exactly is FDIC data?

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Standardized XBRL Financial Data – [Why it matters and How We Fix It]

If you want to find out what Tesla's market capitalization was over the past ten years, and you want to access that data in Excel, it seems like it should be cheap and straightforward to do so. If you're a developer and you're looking to get the Oil Industry's performance charted on your website, it seems like accessing that data should be a no brainer. Thanks to a technology called XBRL, this has become easier over the past several years.

The truth is - there is a whole world operating behind the scenes of financial data feeds. There are professionals, companies, industries, governmental bodies and hundreds of thousands of employees working to deliver you your historical market cap.

Outside of the Intrinio Fintech Marketplace there aren't many options for accessing this data. The options that do exist are prohibitively expensive for two reasons.

  1. Financial data in its raw form requires normalization.
  2. Current normalization methods are manual and outdated

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International Stock Prices From Exchange Data International

One of our most frequently requested data types is international stock prices. Exchange Data International (EDI) is a trusted source for EOD stock prices from around the globe as well as over the counter (OTC) and corporate actions data. We are pleased to announce that EDI data will now be available in the Intrinio Fintech Marketplace.

Pairing EDI's much sought after data types with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access EDI data. We launched the marketplace to make financial data affordable and easy to access- partnering with EDI allows us to expand that vision.

This article explains which EDI data feeds will be available, how much they cost, and how to access them in Excel or API formats. If you are interested in how Intrinio uses the Security Master to identify stocks across international exchanges, this article is a good resource.

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Analyst Estimates From Zacks In the Intrinio Fintech Marketplace

The Intrinio Fintech Marketplace was designed to make financial data affordable and easy to access. We are pleased to announce the expansion of that vision with the addition of a new data partner, Zacks, whose analyst estimates data will now be available in the marketplace.

Zacks forward and historical estimates of both EPS and revenue are a trusted source of information in the investment community. Intrinio's platform features disruptively affordable data feeds accessible for financial analysts in Excel and fintech developers via an API. Pairing Zacks analyst estimates with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access Zacks data.

This article explains which Zacks data feeds will be available, how much they cost, and how to access them in Excel or API formats.

 

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Trouble Shooting the Excel Add-In On Mac

This article provides a step by step process for getting the Intrinio Excel add-in installed if you are experiencing problems on a Mac. If you get stuck on a step or follow the process and still aren't able to get the add-in working, feel free to chat with our team.

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Trouble Shooting on Mac

1. Did you follow the process in the Excel tutorial?

The Excel tutorial will walk you through the install steps. If you didn't follow the tutorial give it a try- it includes step by step instructions. If you followed the tutorial and are still having problems continue to step 2.

2. Is your Excel add-in working?

It is possible that you installed the add-in and it is working. This step can be used to check if your add-in is working.

Completely quit Excel. Make sure not to simply close the workbook you have open.

Restart Excel and type this into a cell on a blank Excel workbook on your computer:

=intrin

If your add-in is installed you should see this:

screen-shot-2016-12-27-at-10-00-41-am

If you do see this list of Intrinio user defined functions, type this and hit enter:

=intriniodatapoint("AAPL", "beta")

After a moment you should see the current beta for Apple appear in the cell. If you do, your add-in is installed and working properly.

If you don't see the list of user defined functions or don't see a number appear in the cell after typing the formula, continue to step 3 or the last step you completed.

3. Did you use your email instead of your API access code?

When you entered your API keys, a common mistake is to enter your email and the password you selected instead of your API username and API password.

If you entered the wrong API keys, open your Excel Add-In folder and delete the "Intrinio_API_Keys.txt" file that was created when you entered your keys:

screen-shot-2016-12-27-at-11-28-58-am

Then use your email and password to login to your account at intrinio.com/login.

In your account, you can copy your API username and then your password by clicking the clip board next to your keys:

screen-shot-2016-12-16-at-9-08-31-am

Repeat step 2 using your correct API username and password. If you are still not able to get the add-in working, move on to step 4.

4. Did you click "Enable Macros" and "Ignore Links"?

When you have the add-in installed you will be prompted to Enable Macros as you open Excel:

screen-shot-2016-12-27-at-11-46-43-am

Make sure you selected Enable Macros. If you didn't, restart Excel and select Enable Macros.

You may also be prompted to "Ignore Links". If you didn't select to Ignore links, restart Excel and do so. If you selected both of these options continue to step 5. If not, do so and repeat step 2.

5. Are you on a supported version of Excel?

You need to be on Excel 2016 or Excel 2010. If you are not on one of these versions you will need to install one of them to continue. If you are using 2016 or 2010, continue to step 6.

6. Do you have other add-ins installed?

If you have other add-ins installed they could be interfering with the Intrinio add-in. Remove or deactivate your other add-ins. Once you have, repeat step 2. If this is not successful or you have no other add-ins, continue to step 7.

7. Are you behind a firewall?

The Intrinio add-in uses the internet to pull data into Excel. If you have a firewall that blocks certain types of web traffic, you may need to add the Excel add-in to your list of safe applications. Provide your IT department the following information:

*The destination of the macro is: https://api.intrinio.com port 80*

*There is no static IP address.*

Once you have added the Excel add-in to your list of safe applications, repeat step 2. If this is not successful or you don't have a firewall, continue to step 8.

8. Did you try uninstalling and reinstalling the add-in?

There are two versions of the Excel add-in for Mac. They are both in the Excel Add in folder you installed in step 1:

screen-shot-2016-12-27-at-10-30-45-am

The version you need depends on your version of Excel, not your computer. It is possible you installed the wrong version. Even if you installed the right version, uninstalling and reinstalling the add-in is a common common solution for add-in issues.

To uninstall the Excel add-in, click "Tools" and then "Add-Ins...":

screen-shot-2016-12-27-at-10-37-43-am

Uncheck the blue box next to the Intrinio add-in:

screen-shot-2016-12-27-at-10-38-44-am

Completely quit then restart Excel. Click "Tools" then "Add-Ins...". You may or may not still see the Intrinio Excel Add-in in your list of Add-Ins but the blue box next to it should be unchecked.

Click "Select" and navigate to the Excel add-in folder where you saved it in Step 1. Choose the version of the Excel Add-In that you did not already install. If you had previously selected the 32 bit version select the 64 bit version and vice versa. You should now see both versions in your Add-Ins list:

screen-shot-2016-12-27-at-10-45-33-am

Uncheck the version you already tried so that only one version is checked. Click OK.

If you have the correct version installed, you should return to your blank workbook. Go back to step 2 and test the installation.

If you have the wrong version installed, you will see a "Compile" error and a bunch of error windows that looks something like this:

screen-shot-2016-12-27-at-10-47-00-am

If that is the case, quit Excel and repeat this step but select the other version of the add-in.

Regardless of which version you need, make sure to reinstall the add-in. Reinstalling the version you need is quite likely to fix the issue you are facing.

If reinstalling the add-in and repeating step 2 did not work, continue to step 9.

9. Are you in Europe?

If you are in Europe, you will use a semi-colon in your Excel formulas instead of a comma. Repeat step 2 but instead of this:

=intriniodatapoint("AAPL", "beta")

Use this:

=intriniodatapoint("AAPL"; "beta")

If this did not work, or you are not in Europe, continue to step 10.

10. Did you restart Excel?

Completely quit Excel and restart it- don't just close the workbook. Repeat step 2. If that didn't work, go on to step 11.

11. Did you re-enter your API keys?

If you had a typo in your API keys or entered your email by mistake, you can go to the Excel add-in folder where you un-zipped it on your computer. Open the "Get Started.xlsm" file and hit "Enter Credentials". Re-enter your api keys, make sure there is no space at the start, and head back to step 10, then step 2.

 10. Did you restart your computer?

Try completely restarting your computer and returning to step 2. If restarting is unsuccessful, move on to step 11.

11. Did you test out a template?

Try opening the "OverviewReport.xlsm" file from the Templates folder in your Excel add-in file:

screen-shot-2016-12-27-at-11-40-15-am

Enter a T as the ticker symbol and hit "Update". Don't click anything after you hit update, it can take a minute or two to pull in all of the data in the template:

screen-shot-2016-12-27-at-11-51-12-am

You should be able to click through the template tabs and see data:

screen-shot-2016-12-27-at-11-53-17-am

If you don't see any data, or see only errors, continue to step 12.

12. Is there weird formatting in your workbook?

Open up a blank workbook and make sure that there is no formatting in cell A1. If you have formatting in the cell it can interfere with the add-in. Then, copy and paste this syntax into the cell:

=intriniodatapoint("AAPL", "pricetoearnings")

Check the quotes you used. If you use a single quote or different type of double quotes the add-in will not work. Make sure the ticker you entered is in all capitals. aapl will not work but AAPL will. Make sure you didn't have a typo in intriniodatapoint and that you used () not [] or {}.

If everything is correct, message our team.

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Finance API via Intrinio’s Developer Program: Free For Startups

Intrinio has a very specific mission. We want to make financial data affordable and easy to access. That mission was born out of our attempt to launch our own app, an attempt that failed because the data was too expensive. When we went searching for a finance API that could power what would later become Valuation,  all of the options were either too expensive or too difficult to access for a startup.

So we took a detour and gathered the data ourselves by focusing on building our own finance API our own way. We constructed the API to be easy to access and affordable for startups. This article explains how our mission has come full circle with the Intrinio Developer Program, our program to give free data to developers.

The Finance API

Fintech developers built Intrinio's API. This means data from the SEC, FED, and FDIC is organized the way financial analysts want to see it and delivered the way  developers want to see it. You can check out the RESTful API here. Responses are in JSON format with basic authentication administered over HTTPS. Thats a complicated way of saying making API calls with Intrinio is so simple anyone can do it.

We have sample code in languages like R, C#, Javascript, Ruby, PHP, Swift, and Python.  You can see the sample code and sample API calls here. Developers can access the finance API using any programming language via a growing number of data feeds. These feeds are available in Intrinio's Fintech Marketplace. Users can subscribe to data types like real time stock prices, 10Q and 10K fundamentals, and FDIC call reports - the list grows every week.

Intrinio makes it easy for developers by using a single API with multiple data feeds. Users can subscribe to just the feeds they need and work within a unified ecosystem. A single security master and API syntax works for all data types. Intrinio's finance API is completely focused on app builders with documentation that will feel familiar to coders everywhere.

Here is a quick video overview of the API:

The Developer Program

We've done our best to make the API accessible. The Developer Program makes it affordable.  Our paid plans are certainly affordable, with redistribution included for startups as well as enterprises and no seat licenses. The developer program takes this affordability one step further by giving free access to startups for 6 months.

Our team remembers what it was like to have nothing but energy and an idea. In many industries this is all it takes, but in fintech getting data is a major barrier to building a minimum viable product. Just getting started can take major funding.

The developer program solves this problem for startups. By simply messaging our team and filling out a 1 page application, developers can get to work for free.

Any developer or startup company with plans to build a public facing app qualifies as long as they have less than $10,000 in monthly recurring revenue and less than $200,000 in funding.

Feeds with "Developer" options qualify for free finance API access

Data feeds with a "Developer" option qualify for free finance API access

Developer program participants get free access to numerous data feeds. They also get support from Intrinio's team. They can chat with our data experts or get on a call with our developers. Intrinio will even provide marketing support. We write feature articles about the participating startups and drive traffic right to their sites. Our goal is to help developers succeed.

Whats the catch?

You have to pay after 6 months! Intrinio moves developer program participants to startup plans at the end of the program. These plans cost between $50 and $500 a month with most startups paying roughly $300 a month to redistribute Intrinio data in their application. These costs are designed to be affordable on a startup's budget. Developers who have compared finance APIs will notice Intrinio's prices are missing some $0s.

Chat with Us To Apply

Developer Spotlight #1: WakeBotApp [blog series]

Our mission at Intrinio is to power a generation of applications that will fundamentally change the way our broken financial system works. Intrinio data feeds form the basis of large enterprise business reporting applications, Fintech web-apps, simple mobile apps and even blogs. It's rewarding to see our product come to life at the hands of today's most innovative developers building powerful things.

We're lucky to be in a business where we grow together with our customers, and we're proud to show off their hard work. Each blog in this series will feature a developer or a startup that has leveraged our financial data feeds to build something incredible.

These are their stories.

wakebot-app

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How Can I see a Company’s Dividend?

Most users are familiar with the dividend yield of a stock and many investors like to keep an eye on this important metric. Usually when an investor sees a yield, they are looking at the trailing dividend yield, which is usually the way an Intrinio user will want to see the data.

Intrinio uses the tag trailing_dividend_yield for this datapoint, however there are many more ways to think about and calculate a firm's dividend. There are many types of dividend tags and many ways to get data about dividends and some companies report dividends in different ways as well.

This diversity of dividend options makes it important to explore the different ways you can access dividends. The following lists show the numerous ways dividends can be pulled from Intrino data.

Tags:

"trailing_dividend_yield"

"dividend" - The amount of the latest dividend

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Frequently Requested Data Types

Intrinio gets requests from users for many types of financial data- since Intrinio's prices and terms are some of the most user friendly in the industry, investors and developers want to see us expand coverage so they can stop using more expensive alternatives. What follows is a list of our most frequently requested data types, what we cover in that area, and our plans to expand:

Foreign Exchanges

Intrinio currently provides fundamentals and pricing data for securities that file with the SEC, meaning that our coverage is limited for entities outside of the United States. One exception to this are a small group of indices for which we have end of day and historical price data:

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