The company's own numbers: fundamentals, corporate actions, calendars

Why this matters. Prices say what the market thinks a company is worth. This half of the shelf says what the company actually reported, and every valuation question needs both. Foundation: Is a $500 stock "expensive"?

Three families, and they answer three different questions about the same company.

What the company reported

Fundamentals: balance sheets, income statements, cash flow, valuation ratios, shares outstanding, holders and earnings history, for stocks, ETFs, mutual funds and indices. This is the fuel behind every screener, every ratio, every "financial health" panel in someone's product.

Two shapes worth knowing: the per-ticker call for one company, and a bulk form that sweeps a whole exchange for clients building at scale. Alongside them sit historical market capitalisation and insider transactions, which answer "what has this been worth over time" and "who with a duty to disclose has been trading it". Read that second one before you describe it: the feed carries SEC Form 4 officers and members of Congress in the same rows, and on Microsoft in 2026 the congressional filings outnumber the officers.

What happened to the shares themselves

Corporate actions: dividends and splits. Small endpoints, large consequences. A split changes every historical price without a single trade taking place, which is why the adjusted series exists and why a client comparing our prices to a screenshot from somewhere else may be comparing two different conventions rather than two different numbers.

What has not happened yet

Calendars: upcoming earnings, dividends, IPOs, splits, and analyst estimate trends. This is the only part of the shelf that points forwards. A client building an alerting product or an event-driven strategy needs it, and they usually ask for it by describing the feature rather than the feed: the events everyone can see coming.

The pattern to notice

A question about one of these three is often a signal about the other two. Someone asking how to get earnings dates is building something that will want the earnings numbers next, and the price reaction after that. Hearing the whole arc in a narrow question is most of what makes a good answer here.

Try it now

Write down which of the three families answers each of these before you look anything up, then check yourself against the three answers below, all for Apple. To run the same check on a company you know, open it in the Terminal, where the fundamentals and dividends tabs carry the same families; it opens on Apple, so change the symbol there.

Open AAPL.US — fundamentals in the EODHD Terminal

1. Is it profitable? Fundamentals — /fundamentals/{ticker}?filter=Highlights returns ProfitMargin and RevenueTTM without dragging the whole megabyte down with them. The full statements are under Financials.

2. Did it pay anything out last year? Corporate actions — /div/{ticker} for dividends, /splits/{ticker} for splits. Small endpoints, large consequences: a split changes every historical price without a single trade taking place.

3. When will we next find out how it is doing? Calendars — /calendar/earnings?symbols={ticker}&from=2026-01-01&to=2026-12-31. The window is not optional dressing: without from and to the endpoint answers with an empty earnings array. This is the only part of the shelf that points forwards. Apple's year is below: three reports with an actual, and one still to come.

4. Now notice the arc. A client asking question three is usually building something that will want question one next, and the price reaction after that. Write the one-line reply you would send that hears the whole arc rather than only the question asked.