portfolIQ

Data Source Attributions

portfolIQ.io is built on public and factual data sources. Per their respective licences (notably CC-BY-SA 4.0 for Wikipedia content), we list below every upstream provider, the scope of the data ingested, and the public endpoint that exposes it.

Last updated: 2026-10-31— IMF macro routes withdrawn and IMF entry removed (see the IMF data correction notice below). Prior: 2026-10-24 — two data routes withdrawn for licensing reasons (see Withdrawn data routes below). Prior: 2026-06-30 — LEGAL-021: DeFiLlama removed (ToU non-commercial only, redistribution gated). CoinGecko attribution updated to exact ToS §4.3 wording "Powered by CoinGecko". Prior: COMITÉ-031 P0-B (LEGAL-001): CoinPaprika and CryptoCompare removed. Wave D active sources: USDA NASS, US Treasury, GDELT 2.0, BIS, Eurostat, OECD, BoK ECOS, HKMA, ECB SDW, World Bank, EDINET, TWSE, HackerNews Algolia, on-chain (BigQuery/RPC).

28 sources listed · all free-to-redistribute (ToS verified)

Wikipedia

Licence
CC-BY-SA 4.0
Scope
Index constituents (KOSPI 200, KOSDAQ 150, BSE SENSEX, Nikkei 225 extended, SMI 20, SPI, IBEX 35, OMX-S30, OMX-H25, OMX-C25, S&P/TSX 60, STI 30, JSE Top 40)
Used in
/v1/stocks/{ticker} metadata (XKRX, XBOM, XJPX, XSWX, XMAD, XSTO, XHEL, XCSE, XTSE, XSGO, XJSE)

SEC EDGAR

Licence
US Federal Government — public domain
Scope
ETF N-Port holdings, stock fundamentals (10-K, 10-Q)
Used in
/v1/etf/{ticker}/holdings

OpenFIGI

Licence
CC-BY 4.0 (Bloomberg Open Symbology)
Scope
FIGI identifier resolution for any global ticker
Used in
/v1/discover/{ticker} auto-resolve

Euronext open data

Licence
Public reference data (metadata only, no live prices per MiFID II)
Scope
EU listed companies metadata (XPAR, XAMS, XBRU, XMIL, XLIS, XDUB, XOSL)
Used in
/v1/stocks/{ticker} EU venues

TWSE — Taiwan Stock Exchange

Licence
Open Government Licence v1.0 (TWSE)
Scope
Taiwan listed stocks OHLCV + listing metadata (XTAI)
Used in
/v1/stocks/{ticker} XTAI

GLEIF — Global LEI Foundation

Licence
CC0 1.0 Universal (public domain)
Scope
Legal Entity Identifier (LEI) resolution and entity legal names for global listed companies
Used in
/v1/legal-entity/{lei}, /v1/identifiers/{ticker}

OpenFIGI by Bloomberg

Licence
Bloomberg Open Symbology — free redistribution with courtesy attribution
Scope
FIGI, CompositeFIGI, ShareClassFIGI identifier resolution for global tickers
Used in
/v1/identifiers/{ticker}

Wikidata SPARQL

Licence
CC0 1.0 Universal (public domain)
Scope
Structured entity data: ISIN, LEI, exchange codes, sector classification for global stocks
Used in
/v1/stocks/{ticker} metadata enrichment (XPAR, XAMS, XBRU, XMIL, XSTO, XHEL, XCSE, etc.)

INSEE — Base SIRENE

Licence
Licence Ouverte Etalab 2.0 (compatible CC-BY 4.0)
Scope
French company legal identifiers: SIREN, SIRET, NAF/APE sector code, legal form for XPAR-listed companies
Used in
/v1/sirene/{siren}

Companies House UK

Licence
Open Government Licence v3.0
Scope
UK company registration data: company number, registered address, SIC code, officers for XLON-listed companies
Used in
/v1/companies-house/{company_number}

Bank of Japan — Time-Series Data

Licence
Open Data Japan Policy (public use, attribution required)
Scope
Japanese macro indicators: policy rate (uncollateralised overnight call rate), CPI, GDP, M2 money supply, 10Y JGB yield
Used in
/v1/macro/japan/{series_id}

HKMA — Hong Kong Monetary Authority

Licence
Hong Kong Government Open Data (≈ CC-BY)
Scope
Hong Kong macro indicators: base rate, HIBOR, HKD/USD, M1/M2/M3, property price index
Used in
/v1/macro/hk/{series_id}

Eurostat

Licence
CC-BY 4.0 (European Commission open data)
Scope
EU macro indicators: HICP, national accounts, employment, energy statistics, Eurozone GDP
Used in
/v1/macro/eurozone/{series_id}

OECD Statistics

Licence
CC-BY 4.0
Scope
OECD member macro indicators: structural economic indicators, trade, labour market
Used in
/v1/macro/oecd/{series_id}

US Treasury Fiscal Data

Licence
US Federal Government — public domain
Scope
US Treasury yield curve, debt issuance, budget deficit/surplus, interest expense
Used in
/v1/macro/us/treasury/{series_id}

World Bank Open Data

Licence
CC-BY 4.0
Scope
World development indicators: GDP per capita, poverty, climate, governance for 200+ countries
Used in
/v1/macro/world-bank/{series_id}

Powered by CoinGecko

Licence
Commercial ToS — attribution required (ToS §4.3)
Scope
Top 1 000 crypto tokens: price, volume, market cap, tier ranking
Used in
/v1/assets/crypto/*, /v1/discover/{ticker} (crypto)

HackerNews Algolia Search API

Licence
Free public API — attribution to Algolia + HackerNews (Y Combinator)
Scope
Tech news stories and comments: title, URL, score, sentiment proxies for fintech / developer market context
Used in
/v1/news/hn/*

OpenSanctions

Licence
CC-BY 4.0
Scope
Sanctions screening: OFAC SDN, EU restrictive measures, UN consolidated list — linked to LEI/ISIN where available
Used in
/v1/sanctions/{identifier}

Withdrawn data routes

The routes below were withdrawn for licensing reasons. No data is served: every call answers 410 Gone, with or without an API key. Stop calling them; no substitute data is provided.

  • GET /v1/stock/{ticker}/lse-eod

    Withdrawn on 2026-10-24 — withdrawn for licensing reasons.

  • GET /v1/stock/{ticker}/krx-eod

    Withdrawn on 2026-10-24 — withdrawn for licensing reasons.

  • GET /v1/macro/oecd/countries

    Withdrawn on 2026-10-31 — withdrawn for licensing reasons.

  • GET /v1/macro/oecd/indicators

    Withdrawn on 2026-10-31 — withdrawn for licensing reasons.

  • GET /v1/macro/oecd/{country_iso3}/{indicator_code}

    Withdrawn on 2026-10-31 — withdrawn for licensing reasons.

  • GET /v1/assets/{coingecko_id}/fundamentals

    Withdrawn on 2026-10-31 — withdrawn for licensing reasons.

  • GET /v1/star/fact/asset-fundamentals

    Withdrawn on 2026-10-31 — withdrawn for licensing reasons.

2026-10-24 — Data correction notice (KRX EOD). From late May to 24 October 2026, GET /v1/stock/{ticker}/krx-eod returned illustrative placeholder values that were not sourced from Korea Exchange and were incorrectly labelled as KRX end-of-day prices. No PIQ-derived field used these values. The route has been withdrawn (HTTP 410) and the dataset deleted. Our records show no retrieval of this route by any third-party API key; because access-path logs do not cover the whole period, anyone holding values from this route should discard them and may contact contact@portfoliq.io. portfolIQ does not serve equity OHLCV from exchanges without a written licence; see /legal/attributions.

2026-10-31 — Data correction notice (IMF macro). From 27 May to 31 October 2026, GET /v1/macro/imf/{country_iso3}/{indicator_code} and the /v1/macro/imf/countries and /v1/macro/imf/indicators catalogues returned 1,250 static, hand-entered annual values (10 WEO indicators, 25 countries, 2020-2024) that were not retrieved from the IMF, were labelled as IMF data with data_quality: "full", and were presented as redistributable with attribution. The IMF did not provide, license or endorse this dataset, and its terms of use require written permission for redistribution. The routes have been withdrawn (HTTP 410) and the dataset is scheduled for deletion. Our records show no retrieval of these routes by any third-party API key; because access-path logs do not cover the whole period, anyone holding values from these routes should discard them and may contact contact@portfoliq.io. portfolIQ does not serve third-party datasets without a documented licence; see /legal/attributions.

2026-10-31 — Route withdrawal notice (DeFi fundamentals). GET /v1/assets/{coingecko_id}/fundamentals and GET /v1/star/fact/asset-fundamentals have been withdrawn (HTTP 410): every field they returned was derived from third-party protocol fee data that portfolIQ is not licensed to redistribute. No data is served. Stop calling these routes; no substitute route is provided.

If you spot a missing attribution, please contact us at contact@portfoliq.io and we will add it within 7 days.

PIQ derived computations (VWAP consensus, AI analyses) are owned by portfolIQ.io. Underlying factual data points belong to their respective sources above.

Not financial advice. Methodology disclosed.