Ledger/About
Company
About Funddata
Cross-asset issuer intelligence for portfolio managers, family offices, and analysts.
What we are
Funddata is a buy-side research surface that unifies bonds, equities, macro, insiders, and SEC filings under a single workspace, with a Claude-powered analyst on top of every dataset. We’re marketed as the Ledger Terminal — a working desk for the kind of multi-asset research that today requires three Bloomberg seats, four scraping scripts, and a junior to glue them together.
Why we built it
The existing terminals charge $24,000 per seat per year. For 95% of buy-side users that price buys five things: a clean cross-asset cockpit, sovereign + corporate bond depth, an honest insider tape, fast macro, and a research assistant that can actually read the database. We thought we could give all of that against the same Postgres your team already trusts — with the data you own, the prompts you control, and the quotes that aren’t locked behind a redistribution license.
Principles
- Real numbers, not synthetic ones. If we don’t have the data we say so. No mock series rendered as if they were live.
- No black boxes. Every metric on a page links back to its SQL or its provider endpoint. Source switcher pills show which provider answered each cell.
- Cross-asset by default. An issuer is a bond, an equity, a credit rating, an insider tape, and a CDS quote in one breath — not five tabs.
- AI is an analyst, not an oracle. The Ask analyst writes SQL and reads tables. It also tells you when it’s guessing.
- Data you own. Postgres + daily ingestion = your team can grep, audit, and reproduce every number.
Coverage today
- ~12,000 US public-equity issuers with profile, fundamentals, and prices
- S&P 500: full 5-year financial-statement set (income / balance / cash flow), normalized + versioned by as-of
- S&P 1500 universe: ~99,000 Form 4 insider transactions, filtered to open-market only
- Congressional disclosures: Senate + House trades by representative
- ~150 macro series across central banks, multilateral organizations, and national statistical offices
- Sovereign yield curves and ratings across DM + EM
- Bond reference data: corporate, sovereign, financial, agency, sub-sov, supra, muni, with TRACE prints
- SEC EDGAR: live filings, full-text search, per-issuer history, ticker / CIK lookup
- ETFs: holdings (forward), held-by-ETF (reverse), sector / country weighting
- Live data via FMP (primary, paid) with EODHD + Finnhub free fallbacks via a per-cell source switcher
What we’re not
Funddata is not a broker, an OMS, an EMS, or a market-data redistributor. We don’t hold customer funds. We don’t route orders. Live quotes and trade ticks fan out from one upstream connection per Node process and are intended for display only. Anything that says “delayed” is delayed; anything that says “real-time” still requires a primary-source check before you put real money behind it.
Roadmap (next 12 months)
- Auth-gated portfolios, watchlists, alerts, and the trade journal
- Brinson attribution + benchmark sector-weight loader
- EDGAR Reader: in-line filing reader with section extraction + risk-factor highlighting
- EDGAR XBRL: concept time-series viewer across
us-gaap:*anddei:* - Manager DD + Liquidity Ladder full implementations
- Options chain ingestion (replaces direct EODHD passthrough)
- FINRA short-interest + ATS dark-pool ingestion
- Earnings transcript ingestion + AI Whisper full implementation
- Full mobile responsiveness pass
Operator
Funddata is operated by albascape. The product is built and maintained by a small team that uses it daily for our own portfolio and credit work. We don’t take payments or favours from issuers or their bankers. We don’t accept directed coverage. If a number on this site is wrong, please tell us atsupport@funddata.example and we’ll fix it.
Stack
- Next.js 15 · React 19 · TypeScript · Tailwind
- Postgres on Supabase · daily Python ingestion
- Anthropic Claude · tool-use over the live DB
- Vercel · ISR + dynamic SSE
- FMP primary live data
- EODHD · Finnhub free fallbacks
- SEC EDGAR · FRED · Polymarket public APIs
Get in touch
- Contact — sales / press / support / security
- Ask analyst — try the AI
- /api/health — live provider status
Status
No outages reported. Live data freshness depends on the underlying provider; see the source pill on every cell.