Check API health
Before making data requests, verify the API is reachable by calling the health endpoint.A healthy API returns a If you receive a non-200 response or a connection error, the service may be temporarily unavailable.
200 OK response with aggregate dataset counts:List all funds
Call Each fund object includes
GET /funds to retrieve every fund in the database. Each fund has a fund_code you will use to filter data in subsequent requests.first_period and last_period so you know what time range of data is available.Get a specific fund's detail
Pass a fund code as a path parameter to
GET /funds/{fundId} to retrieve full detail for a single fund, including its associated documents, sections, and line items.The numeric
id values on documents are used to fetch line item values and portfolio data for a specific disclosure report.Query line item values
Use You can narrow results further by adding
GET /line-item-values with query parameters to retrieve structured financial metrics for a specific fund and period. This is the primary way to pull normalized numbers from disclosure reports.section_id or line_item_slug query parameters. See the line items concept page for the full list of supported filters.List portfolio entries for a fund
Call To retrieve holdings for a specific document rather than the latest, add a
GET /portfolio-entries filtered by fund_code to retrieve the normalized holdings from a fund’s disclosures, including security identifiers, market values, and portfolio weights.document_id query parameter.Next steps
You now have the building blocks to explore any fund in the API. From here you can:- Read the Core Concepts pages to understand filtering, pagination, and data quality flags
- Use the API Reference for the complete list of endpoints and query parameters
- Follow the Exporting data guide to download line item values and portfolio entries as CSV files