Balance sheets, income statements, cash flow reports— valuations, ratios, market conditions— institutional ownership, short interest, or insider ownership— high, low, close, volume, and daily open pricing, and just plain old basic macroeconomics information. Equities Lab, has it all.
Accurate Data
Morningstar, an industry-leading data provider, supplies deep, comprehensive financials on American, Canadian, and Australian equities.
- 20,000+ companies, both alive and dead
- 1,000+ financial data points, from AccountsPayable, AdditionalPaidInCapital and OtherIntangibleAssets through WorkInProgress to fields like UnbilledReceivables and UnearnedIncome
Macroeconomic data comes directly from the Federal Reserve (FRED).
- Cut and paste the URL from FRED into Equities Lab for instantaneous use
- Browse our curated list of useful FRED indicators
- Use our custom search to find the right data series
Equities lab also integrates with Nasdaq’s Data Link API to allow institutional investors to access custom data feeds.
25 Years Of Data
Our data changes daily, and covers each trading day from January 1, 1995 to the present day. Morningstar takes a few days to clean and process the data they get from the SEC and they update the price data after the close of the market. FRED updates and data vary based on the fields you choose. Equities Lab gives you access to a quarter century’s worth of other people’s mistakes and successes, so that you can learn from history and become one of the success stories yourself.
Survivorship Bias Free Data
Having only survivor stocks in your data means that your conclusions are wrong – Imagine trying a new drug on people and only asking the survivors how it worked. We have about 20,000 stocks in our database, of which almost half are delisted, so you can see how the defunct companies were performing before their demise. On the other hand, we automatically limit the view in the screener to companies in which you can actually invest, which narrows us to about 3500 stocks. You can, of course, configure this. This allows for complete information to create the easiest and wisest investing experience with Equities Lab.
Lookahead Bias Free Data
Lookahead bias is when you act on financial information when the year or quarter ends, rather than when it is available to the market. Since these financials are typically released one or more months after the period ends, this makes a huge difference in the results. Equities Lab uses the SEC release date, adds two days for account processing delays, and the data is then available. For macroeconomic data from the Federal Reserve, we use the Alfred system which keeps track of when the data was available, and is update when it is ready.