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: 2026-06-08 — COMITÉ-031 P0-B (LEGAL-001): CoinPaprika and CryptoCompare removed (redistribution forbidden by their ToS — NO-GO). Wave D active sources: USDA NASS, US Treasury, DeFiLlama, GDELT 2.0, BIS, Eurostat, IMF, OECD, BoK ECOS, HKMA, ECB SDW, World Bank, EDINET, TWSE, KRX, LSE Delayed, HackerNews Algolia, on-chain (BigQuery/RPC).

34 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

KRX Korea Exchange

Licence
Public domain (Korea Open Data)
Scope
KOSPI + KOSDAQ listed stocks OHLCV, market cap, sector (XKRX)
Used in
/v1/stocks/{ticker} XKRX

LSE Delayed CSV — London Stock Exchange

Licence
Public redistribution — 15-minute delayed quotes (no real-time license required)
Scope
UK listed equities delayed EOD price data (XLON)
Used in
/v1/stocks/{ticker} XLON

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}

IMF — International Monetary Fund Data API

Licence
IMF Data — public domain (terms of use allow redistribution for non-commercial research)
Scope
World Economic Outlook: GDP growth, inflation, current account balance for 190+ countries
Used in
/v1/macro/global/{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}

CoinGecko

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

DeFiLlama

Licence
MIT
Scope
DeFi TVL for top 500 protocols across 20+ chains, pool and yield data
Used in
/v1/defi/tvl/*, /v1/defi/protocols/*

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}

AAOIFI Standards 21 & 35

Licence
Official publication — methodology reference only (not redistributed)
Scope
Shariah Standard No. 21 (Financial Papers) and No. 35 (Zakah) threshold definitions used in halal screening ratios
Used in
/v1/screening/aaoifi/{symbol}, /v1/screening/{symbol}

DJIM / MSCI Islamic / FTSE Sharia / S&P Sharia — Public Methodologies

Licence
Public methodology documents — reference use only (no data redistribution)
Scope
Screening threshold parameters for debt ratio, cash+securities ratio, receivables ratio, impure income ratio as publicly disclosed by Dow Jones Islamic Market, MSCI Islamic, FTSE Sharia, and S&P Sharia index methodologies
Used in
/v1/screening/djim/{symbol}, /v1/screening/msci_islamic/{symbol}, /v1/screening/ftse_sharia/{symbol}, /v1/screening/sp_sharia/{symbol}, /v1/screening/{symbol}

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

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

Not financial advice. Not a fatwa. Methodology disclosed.