Learned on 24 Feb 2026

Valuation Project Data Types

Working notes on production-grade market/fundamental data providers and the current vs available data types for a valuation project.

ValuationData

Valuation Project Data Types

For production use

Alpha Vantage API (free tier available)
IEX Cloud (reliable, affordable)
Polygon.io (comprehensive market data)
Financial Modeling Prep (fundamental data focus)

Currently used data types

Quote summary modules

Prices
summaryDetail
defaultKeyStatistics
financialData
incomeStatementHistory (verify naming/casing)
balanceSheetHistory (verify naming/casing)
earningsHistory (verify naming/casing)

Historical data

Daily price data (OHLCV: open, high, low, close, volume)
6-month lookback period

Search functionality

Symbol search
Company lookup

Additional available data types

Note: raw module names below are captured from notes and may need naming/casing verification before production use.

assetProfile
recommendationTrend
upgradeDowngradHistory
fundOwnership
majorDirectHolders
majorHOldersBreakdown (ownership breakdown)
insiderTransactions (executive trades)
insiderHolders (insider information)
netsharePurchaseActivity (share buybacks)
earnings (quarterly earnings)
earningsHistory
earningsTrend
industryTrend
indexTrend
sectorTrend
calendarEvents
secFiling
fundProfile
fundPerformance
topHoldings
equityPerformance
esgScores
quoteType
summaryProfile
FinancialData
defaultKeyStatistics
CalendarEvents

Notes to refine later

Verify exact module names and casing for the provider/API currently in use
Group modules by valuation workflow (pricing, fundamentals, ownership, sentiment, filings)
Mark which fields are required vs optional for MVP