Data Resources

Institutional Holdings Percentage Methodology
The value for Institutional Holdings Percentage or instituteholdingspct can be higher than 100 percent as the number of shares counted belong to different p...
Wed, 14 Jul, 2021 at 12:03 PM
SEDAR Canadian Filings
Our SEDAR Canadian Filings service is available in our Request API getCompanyFilings and getHeadlines service. We have also integrated support in the QMod F...
Mon, 4 Oct, 2021 at 7:30 AM
QuoteMedia Fund Research ShareClassTypeIDs
  Below is a list of ShareClassTypeIDs that QuoteMedia uses and the corresponding shareclasstype and shareclasstypename     share class type id shar...
Fri, 10 Nov, 2023 at 1:29 PM
QuoteMedia Fund Research Investment Styles
Attached to this article is a spreadsheet that includes all the Investment Styles that are used in the QuoteMedia Fund Research data.     
Thu, 13 Apr, 2023 at 11:05 AM
QuoteMedia Fund Research's Snapshot date in Allocation Data
The process we follow to display the Snap Shot date in QuoteMedia Fund Research Allocation's Data is as follows.  Allocations reported on the Fund we...
Mon, 16 May, 2022 at 4:22 PM
Implied Volatility and Greeks Processor (Black-Scholes)
Recalculation Triggers Recalculation of the bid, strike(mid), and implied volatilities and Greeks for a given option contract are triggered in 3 differe...
Wed, 15 Dec, 2021 at 7:27 AM
Black-Scholes Option Pricing Model
Black-Scholes Inputs There are six parameters which affect option prices: S0 = underlying price ($$$ per share) X = strike price ($$$ per share) σ = vol...
Wed, 8 Dec, 2021 at 10:30 AM
Top Fund Holdings Summary
The Top Fund Holdings Summary shows a percentage breakdown of the Total Holdings that make up the fund. In some cases the total may exceed 100%. This is due...
Fri, 26 Aug, 2022 at 1:57 PM
Stock Status Explained
QuoteMedia Request APIs and Streaming Datafeed API have additional details included in order to provide the trading status of symbol(s).  More fields are cu...
Mon, 24 Jan, 2022 at 4:30 PM
QuoteMedia Fund Research Global Category Names
Attached to this article is a spreadsheet that includes all the Global Category names that are used in the QuoteMedia Fund Research data.
Mon, 12 Sep, 2022 at 2:49 PM