Data Sources

All data is sourced from free, public government APIs

SEC EDGAR — Form ADV / IAPD

FREE

Investment Adviser Public Disclosure data from SEC EDGAR. Includes registered adviser profiles, AUM, fee structures, client types, disciplinary history, and regulatory flags.

15,000+ SEC-registered investment advisers
Firm demographics: state, employees, AUM
Fee structure flags: % of AUM, performance, hourly, fixed, commission
Client types: individuals, HNW, pension, institutional
Regulatory flags: disciplinary history, custody, broker-dealer status

View source

SEC EDGAR — 13F Holdings

FREE

Quarterly institutional holdings from 13F-HR filings. Every institutional manager with >$100M in AUM must disclose their equity holdings.

~5,000 institutional managers file quarterly
Individual stock positions: CUSIP, shares, market value
Investment discretion: sole, defined, other
Put/Call indicators for options positions
Voting authority breakdown per position

View source

FRED — Federal Reserve Economic Data

FREEAPI KEY REQUIRED

Macro indicators and market data from the Federal Reserve Bank of St. Louis. Fund-relevant series including VIX, S&P 500, yields, and fund flow data.

VIX (Volatility Index) — market fear gauge
S&P 500 Index — benchmark equity performance
Treasury rates: 2Y, 10Y, yield curve spread
Fed Funds Rate, CPI, unemployment
High yield bond spreads (ICE BofA)
Mutual fund & money market fund assets

View source

Running Ingestion

Use the following commands to populate the database:

# Ingest SEC data (advisers + 13F holdings)
# No API key needed — uses public SEC EDGAR APIs
npm run ingest:sec

# Ingest advisers only
node scripts/ingest-sec.mjs --advisers

# Ingest 13F holdings only
node scripts/ingest-sec.mjs --13f

# Ingest FRED macro data (requires free API key)
# Get key at: https://fred.stlouisfed.org/docs/api/api_key.html
FRED_API_KEY=your_key npm run ingest:fred

# Ingest everything
npm run ingest:all