Articles and Resources

At Sharadar, we want our cake and we want to eat it too. We also want to offer comprehensive end-of-day (EOD) price data that is easy to access, survivorship bias free, has deep history and different ways of accounting…

Today we're please to launch our direct service to you 🚀 Offering the same data you may have seen on Nasdaq Data Link with super easy sign-up and retrieval mechanisms: Fundamental data for US stocks with deep history…

An introduction to stock screeners and how to use these powerful tools to identify potential investments.

Explore the benefits of building your own financial models for investment analysis.

The collective wisdom of some of the best traders as covered in Market Wizards.

Introduction to the strategic nuances of short selling, a trading technique used to capitalize on the anticipated decline of stock prices.

Meet the investors who have beaten that market as covered in the Market Wizards series by Jack D. Schwager.

Explore the key factors that make beating the market a formidible challenge.

How to find a middle ground when you're stuck between active and passive investing.

Stock market APIs provide users with accurate, relevant and up-to-date stock market data for a variety of use cases. Find out why you should use a stock market API and how to select the right one.

Overview of essential financial metrics crucial for investors, including Earnings Per Share (EPS), Price-to-Earnings Ratio (P/E), Return on Equity (ROE), Debt-to-Equity Ratio (D/E), Dividend Yield, Price-to-Book Ratio (P/B), and liquidity ratios like Current and Quick Ratios.

An in-depth exploration of End-of-Day (EOD) stock data, discussing its definition, importance for investors, methods of analysis, and comparison with intraday data.

A comprehensive guide to Magic Formula Investing, detailing its methodology, application, and effectiveness, with insights into Joel Greenblatt's success and practical examples for investors.

What constitutes this US Public Company data - including financial statements and stock prices and their sources, such as SEC filings and stock exchanges.

An look at how data accuracy and standardization impacts stock analysis

An introduction to stock fundamentals

Down 90% from it's post-listing highs and still overvalued by $12bn

The accounting requirements for stock compensation are broken and distort the underlying economics involved. Investors need to be aware of how it is broken, and make adjustment for it in their assessment of companies. A…

Stride Learning (LRN) has delivered impressive results since 2020. We think they're just getting started.

Dive into the essential elements of the cash flow statement and uncover the dynamics of liquidity in a business.

Explore the intricacies of a balance sheet, including key components like assets, liabilities, and equity.

Delve into the crucial aspects of reading and analyzing an income statement and its composite components, including revenue, expenses, and net income.

An introductory guide that explores key stock market concepts, including stock exchanges, price factors, market capitalization, and market indices and ETFs.

Rising interest rates, tighter capital markets and dwindling cash reserves mean that more than 40% of US public companies have been living on borrowed time. We think the music is about to stop.

Without looking too closely Virgin Galactic (ticker SPCE) struck me as a theme park company. Albeit a pretty darn fun one. And premium too. A cool quarter million for 5 minutes of weightlessness. This perception was…

Tesla is one of the most volatile large cap stocks in the market. It's a battleground stock with the war between longs and shorts waged in each buy or sell order, and each resulting fluctuation of its stock price. In…

By now many of you will be familiar with the investment record of Renaissance Technologies . A book on the subject came out earlier this month. For the uninitiated their Medallion Fund has compounded at 66% p.a. for…

Another day, another great investment site. This one is Pininvest which curates investment themes, amongst other things. It's a great place to generate ideas and insight into domains which are topical and which you find…

Here at Sharadar HQ we are pretty obsessed with expanding our datasets and making them increasingly valuable to our customers. A downside of the singular focus on expanding our datasets is that we are not particularly…

Another excellent investor tool joins the ranks - Koyfin I've learnt a lot from using it, and recommend that you check it out too. - Vincent [Disclosure: uses Sharadar data]

Udacity has launched a new nanodegree program focused on artificial intelligence for trading. It uses Sharadar data for part of the curriculum and so of course I think the course is great. But in this case it is…

It's common knowledge that Tesla is among the most shortest stocks around. Jockeying for the top spot with the likes of Amazon and Apple, companies with 20x the market cap. Each price fluctuation spawns countless…

We love seeing things being built around our datasets. One of the cool things we've seen recently is a module to ingest our data for use with Zipline. Zipline is an open source algorithmic trading library that can be…

Since launching our flagship fundamentals product in late 2014 we've worked continuously to expand it on three core dimensions: ticker coverage, length of history and depth of detail. The dataset has already grown by…

These days there are some great stock tools being made accessible online, and we want to shine a light on them. Tiingo is one such site that has been built with the mission of empowering the individual by putting good…

A while back Dr. Ernest (Ernie) Chan published an excellent book on algorithmic trading - recommended reading for all interested in the topic. The book happens to use Sharadar data in several examples. Dr. Chan also…

Something pretty cool happened a few months ago that I haven't got around to sharing, until now. You can now find Sharadar fundamentals as an instant answer to a DuckDuckGo search. Try it out for yourself, here's an…

The title of this, our first blog post, borrows liberally from a 2006 post by Tesla Motors CEO Elon Musk " The Secret Tesla Motors Master Plan (just between you and me) ". We love that post because of the clarity of…