Portfolio Terminal

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Tools this endpoint exposes

Read directly from the endpoint on 1 Nov 2026. Not supplied by the maker.

• analyze_ticker

  Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 commodity futures): price and one-year change, 52-week range,

• who_holds

  Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which famous investors hold it in their latest SEC Form 13F (share

• etf_holdings

  An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest lines with their weights, the sector mix, and how concentrate

• etf_overlap

  How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many companies they share, what share of each fund sits in names t

• compare

  Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-, 3- and 5-year returns, volatility, worst drawdown and worst

• dividend_calendar

  US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend per share, yield, frequency, and whether the date is confir

• earnings_calendar

  US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the close, EPS and revenue estimates, whether the date is confirmed

• tax_loss_harvest

  Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize and what they offset, with the engine of Portfolio Terminal