# InsightSentry

> InsightSentry is a developer-friendly financial data API for global equities, funds, indices, futures, foreign exchange, bonds, cryptocurrencies, economic data, options, screeners, news, and documents.

InsightSentry provides REST APIs for current and historical data and WebSocket APIs for live streaming. Coverage spans more than 150 global exchanges and venues. Availability and delay vary by market; see the market list for current coverage.

## API Basics

* REST base URL: `https://api.insightsentry.com`
* Authentication: send the token from the Dashboard as `Authorization: Bearer {token}`.
* Symbols use `EXCHANGE:SYMBOL` format, such as `NASDAQ:AAPL`. Use `/v3/symbols/search` to find valid codes.
* Series support `tick`, `second`, `minute`, `hour`, `day`, `week`, and `month` bar types with configurable intervals.
* Recent series requests return up to 30,000 OHLCV points. Set `abbr=true` for a compact array response with `series_keys`.
* Historical archive endpoints provide period-based intraday data, with more than 20 years of equity history where available.
* WebSocket streams provide live Series (OHLCV), Quote (L1), and news updates.

## REST API Endpoints

The official OpenAPI document is version 3.0.13 and defines the request parameters, response schemas, and errors for each endpoint.

### Symbols and Market Data

* `GET /v3/symbols/search` — Search symbols, optionally filtered by instrument type or country.
* `GET /v3/symbols/{symbol}/series` — Get up to 30,000 recent OHLCV points.
* `GET /v3/symbols/{symbol}/history` — Get deep intraday history for a specified period.
* `GET /v3/symbols/quotes` — Get the latest quote data for up to 10 symbols.
* `GET /v3/symbols/{symbol}/info` — Get symbol metadata, including type, currency, market, splits, and option information.
* `GET /v3/symbols/{symbol}/session` — Get trading hours, holidays, timezone, and session corrections.
* `GET /v3/symbols/{symbol}/contracts` — List recent futures contracts and settlement dates.

### SIP Market Data

* `GET /v3/sip/symbols/{code}/series` — Get up to 30,000 recent SIP OHLCV points.
* `GET /v3/sip/symbols/{code}/history` — Get SIP intraday history for a specified period.
* `GET /v3/sip/symbols/quotes` — Get the latest SIP quotes, including current bid and ask, for up to 10 symbols.

### Fundamentals

* `GET /v3/symbols/{symbol}/fundamentals` — Get company information, valuation, profitability, balance-sheet, cash-flow, income-statement, and related fundamental data.
* `GET /v3/symbols/{symbol}/fundamentals/series` — Get time-series data for up to five fundamental or technical indicator IDs.
* `GET /v3/symbols/fundamentals` — Get the available fundamentals fields and definitions.

### Options

These endpoints accept an underlying symbol through `code` and can filter by strike, strike range, expiration, expiration range, or option type. Futures options are not currently supported.

* `GET /v3/options/contracts` — List option contracts and contract metadata.
* `GET /v3/options/snapshot` — Get option snapshots with daily bars, latest quote and trade, Greeks, and implied volatility when available.
* `GET /v3/options/quotes` — Get option bid/ask quotes, Greeks, implied volatility, strike, expiration, and contract metadata.

### Calendars

Calendar requests accept a week range or historical UTC month and optional country or symbol filters where supported.

* `GET /v3/calendar/dividends` — Get dividend events.
* `GET /v3/calendar/earnings` — Get earnings events.
* `GET /v3/calendar/ipos` — Get IPO events.
* `GET /v3/calendar/events` — Get economic events.

### News

* `GET /v3/newsfeed` — Get current or archived financial news with optional keyword, source, related-symbol, title, content, date, and pagination filters.
* `GET /v3/newsfeed/list` — List available news sources.

### Screeners

Use `GET` to retrieve the available fields and parameters, then `POST` a filter request to retrieve matching market data.

* `GET /v3/screeners/stock` — Get available stock screener fields and parameters.
* `POST /v3/screeners/stock` — Run the stock screener.
* `GET /v3/screeners/etf` — Get available ETF screener fields and parameters.
* `POST /v3/screeners/etf` — Run the ETF screener.
* `GET /v3/screeners/bond` — Get available bond screener fields and parameters.
* `POST /v3/screeners/bond` — Run the bond screener.
* `GET /v3/screeners/crypto` — Get available cryptocurrency screener fields and parameters.
* `POST /v3/screeners/crypto` — Run the cryptocurrency screener.

### Documents

* `GET /v3/documents?code={symbol}` — List filings, transcripts, and reports for a symbol.
* `GET /v3/documents/{id}?code={symbol}` — Retrieve a document. Add `text=true` to return extracted text for a PDF.

## Pricing Plans

Prices are monthly. Pro, Ultra, and Mega each include the features of the preceding tier. Enterprise plans are tailored to the customer.

### Free — $0/month

* REST API access
* Recent 30,000-point OHLCV series
* Real-time Series and Quote (L1) data
* Symbol information and Calendar API
* 1,000 REST requests per month
* 5 REST requests per minute

### Pro — $15/month

Includes Free, plus:

* Unmetered real-time WebSocket data
* 2 WebSocket symbols and 1 WebSocket connection
* News API over REST and WebSocket
* Document API
* 50,000 REST requests per month
* 25 REST requests per minute

### Ultra — $25/month

Includes Pro, plus:

* 5 WebSocket symbols
* Deep historical data, including more than 20 years for equities
* Up to 10 concurrent history requests
* Near-real-time Screener API and Options API
* 120,000 REST requests per month
* 40 REST requests per minute

### Mega — $50/month

Includes Ultra, plus:

* 12 WebSocket symbols and 2 WebSocket connections
* Recent data when a WebSocket connection is established
* Up to 15 concurrent history requests
* Real-time Screener API and Options API
* SIP (Securities Information Processor) data
* Addon eligibility
* Unlimited monthly REST quota
* 80 REST requests per minute

### Enterprise — Custom Pricing

* Tailored solutions and REST throughput
* Enterprise security
* Multi-user access with team management and role-based permissions
* Dedicated support
* Custom WebSocket symbols, connections, history concurrency, and REST throughput

### WebSocket Symbol Accounting

One WebSocket symbol allows either:

* Series (OHLCV) streaming for 1 symbol, or
* Quote (L1) streaming for up to 10 symbols.

## Optional Addons

Mega and Enterprise plans are eligible for addons. Quantities stack on top of the plan's existing limits.

### WebSocket Symbols

* $18/month per quantity
* Each quantity adds 10 WebSocket symbols.
* Maximum 10 quantities per account; Mega can reach 112 total WebSocket symbols.

### REST Rate Limit

* $20/month per quantity
* Each quantity adds 100 REST requests per minute.
* Maximum 20 quantities per account; Mega can reach 2,080 REST requests per minute.

## Resources

* Pricing and plan comparison: https://insightsentry.com/payment
* OpenAPI 3.0.3 specification: https://insightsentry.com/openapi.json
* API documentation: https://insightsentry.com/docs
* WebSocket documentation: https://insightsentry.com/docs/ws
* CLI and MCP documentation: https://insightsentry.com/docs/mcp
* API Playground: https://insightsentry.com/test
* Exchange and venue coverage: https://insightsentry.com/market_list.json
* Symbol Search: https://insightsentry.com/search