Katelynn's Report Data Portal Overview
Katelynn's Report data portal provides a platform for investors, financial researchers to search, download, and analyze datasets generated by Katelynn's Report. It contains both raw and fine grained, calibrated information that covers the fundamentals of public traded companies, institutional holding details, and statistical summaries. All data come into Katelynn's Report are digested and stored efficiently in MySQL, the world's most popular open source database, which saves users the overhead of dealing with highly diversified data formats.
| Data Scope | Table Name | MySQL Table Name | Description | Recording/Period Start Date | Size(GB) | Compressed | Estimated Original Size(G) | Row Count | Last Update | Accessibility |
|---|---|---|---|---|---|---|---|---|---|---|
| XBRL financial report (XBRL-minisql) | XBRL index | xbrls | Header information of each XBRL filing, including filing date, unique filing name fingerprint, ticker name, cik, and et ac | 2013-01-01 | 0.05 | N | - | 456674 | 2024-11-27 09:30:53 -0600 | Tier 4 |
| XBRL architecture | xbrlpres | Architectures for presentation,calculation,definition linkbases at per filing level | 2013-01-01 | 53.59 | Y | 241.16 | 267418168 | 2024-11-27 09:30:53 -0600 | Tier 4 | |
| XBRL data | xbrldts | Contains the actual data value in each xbrl filing | 2013-01-01 | 51.75 | Y | 258.75 | 157300206 | 2024-11-27 09:30:53 -0600 | Tier 4 | |
| XBRL schema definition | xbrlxsds | Schema definitions for company specific elements and general purpose elements | 2013-01-01 | 0.12 | N | - | 856891 | 2024-11-27 09:30:53 -0600 | Tier 4 | |
| XBRL namespace | xbrlnspcs | Mapping between namespace abbreviation, full namespace, and schema location. | 2013-01-01 | 0.21 | N | - | 1372692 | 2024-11-27 09:30:53 -0600 | Tier 4 | |
| Financial data & key Ratios | Key ratios | mjdatacombs | Historical data of key ratios as well as corresponding industry, sector, market quantiles | 2019-01-05 | 3.38 | N | - | 1958952 | 2024-11-27 11:41:21 -0600 | Tier 3 |
| Balance sheet | x_balancesheet | Historical data of balance sheet information (e.g. assets, liabilities, shareholder's equity) | 2004-12-31 | 0.03 | N | - | 171704 | 2024-11-27 09:34:34 -0600 | Tier 3 | |
| Income statement | x_income | Historical data of income statement (e.g. revenue, grossprofit, operating income) | 2004-12-31 | 0.04 | N | - | 190281 | 2024-11-27 09:34:34 -0600 | Tier 3 | |
| Income statement (12 months ended) | income12monthends | Historical data of 12 months ended income statement | 2012-11-30 | 0.02 | N | - | 77973 | 2024-11-27 11:41:21 -0600 | Tier 3 | |
| Cash flow | x_cashflow | Historical data of cash flow (e.g. cash flow from operating, investing, financing) | 2005-12-31 | 0.02 | N | - | 162586 | 2024-11-27 09:34:34 -0600 | Tier 3 | |
| Shares outstanding history | x_so | Historical data of shares outstanding | 1905-12-31 | 0.01 | N | - | 186729 | 2024-11-27 09:34:34 -0600 | Tier 3 | |
| Stock split history | splits | Stock split history | 2016-05-24 | 0.0 | N | - | 5745 | 2024-11-27 20:00:02 -0600 | Tier 3 | |
| 13F holding | 13F quarterly holding | form13fqtrs | Period holding shares/values of each IVC, using the latest information available | 1987-03-31 | 1.1 | N | - | 24886949 | 2024-11-27 07:31:43 -0600 | Tier 5 |
| 13F holding change | form13fchgs | Changes in IVC period holding shares/values, relative to the last period | 2017-01-03 | 2.81 | N | - | 21945396 | 2024-11-27 07:31:43 -0600 | Tier 5 | |
| 13F holding quantile | form13fhldqtls | Quantile ranking of holding percentage (holding/shares outstanding) relative to industry, sector peers, and the whole market | 2014-03-29 | 0.36 | N | - | 4560591 | 2024-11-27 07:31:43 -0600 | Tier 5 | |
| Projected real time holding | form13frealtimes | Snapshot of IVC holding shares of a security at certain timepoint, using the latest information available | 2022-05-02 | 14.5 | N | - | 167728587 | 2024-11-27 07:31:43 -0600 | Tier 5 | |
| IVC trading rank | ivcranks | Ranking for three-month and six-month holding percentage (relative to shares outstanding) changes, as well as corresponding industry, sector, market quantiles | Updated weekly | 0.0 | N | - | 7289 | 2024-11-23 23:04:41 -0600 | Tier 5 | |
| SC 13G/13D | Schedule 13G/13D | form13gds | Schedule 13G and 13D filings | 2015-01-02 | 0.04 | N | - | 169464 | 2024-11-27 09:06:38 -0600 | Tier 4 |
| Schedule 13G/13D quantile | form13gdqtls | Three month and six month ended overall quantile position of the number of 13G/13D filing for a certain security | - | 0.0 | N | - | 18916 | 2024-11-27 09:06:38 -0600 | Tier 4 | |
| Insider Trading | Form 3/4/5 | form345s | Form 3, Form 4, Form 5 filings, with transaction/holding shares relative to shares outstanding of corresponding period | 2014-01-02 | 0.73 | Y | 1.83 | 4812674 | 2024-11-27 07:14:16 -0600 | Tier 3 |
| Insider holding | insiderholdings | Most recent holding shares (combined direct and indirect ownership) reported by insiders. | Updated daily | 0.03 | N | - | 118242 | 2024-11-27 07:14:18 -0600 | Tier 3 | |
| Insider trading rank | isdranks | Three-month and six-month insider trading count (code P,L,S,D) as well as industry, sector, market quantiles | Updated daily | 0.0 | N | - | 7141 | 2024-11-27 09:07:30 -0600 | Tier 3 | |
| Quantitative Investment | Daily/Weekly Technical Indicators | tech_comb | Combination of daily and weekly technical indicators | Updated daily, data kept for 30 days | 0.14 | N | - | 233211 | 2024-11-27 21:44:25 -0600 | Tier 3 |
| Daily/Weekly Technical Crossover | tech_tradingsignal | Daily and weekly technical crossover signals | Updated daily, data kept for 30 days | 0.03 | N | - | 248486 | 2024-11-27 21:44:25 -0600 | Tier 3 | |
| IVC holding | IVC industry level holding | ivcidshlds | Industry level IVC holding values of current and historical reporting periods | 1987-03-31 | 0.2 | N | - | 4014198 | 2024-11-27 08:59:52 -0600 | Tier 5 |
| IVC sector level holding | ivcsechlds | Sector level IVC holding values of current and historical reporting periods | 1987-03-31 | 0.05 | N | - | 1020175 | 2024-11-27 08:59:52 -0600 | Tier 5 | |
| ETF | Form N-Q | formnq* | A series of tables (formnqmain, formnqcatgcostvalue, formnqcatgstrt, formnqseriesinfo, formnqcontractinfo, formnqfundcatg, formnqsecurity) containing the information parsed from unstructured Form N-Q / Form N-CSR filings | 2008-03-31 | 2.51 | N | - | - | 2024-11-27 09:35:59 -0600 | Tier 4 |
| Form 485 | form485* | A series of tables (form485main, form485annrtn, form485avgrtn, form485expeg, form485prdmtc) containing the information parsed from Form 485 XBRL filings | 1999-12-31 | 0.21 | N | - | - | 2024-05-17 23:33:19 -0500 | Tier 4 | |
| ID Mappings | Ticker to cik mapping | symciks | Manually maintained ticker to cik mapping | - | 0.0 | N | - | 10353 | 2024-09-02 10:50:44 -0500 | Tier 3 |
| Ticker annotation | tickeranno | Manually maintained ticker ipo year, industry code, sector code | - | 0.0 | N | - | 7316 | 2024-09-02 10:38:57 -0500 | Tier 3 | |
| Standard industry classification | sics | Mapp sic code to industry name | - | N | - | 449 | - | Tier 3 | ||
| CIK to company address mapping | compadrs | Central index key to company name and address mapping | - | 0.09 | N | - | 10353 | 2024-11-27 06:51:01 -0600 | Tier 3 | |
| GSTIDSEC to FIGI mapping | gstidsec2figis | Manually maintained GSTIDSEC to FIGI mapping | - | 0.01 | N | - | 50086 | 2024-11-24 20:16:48 -0600 | Tier 5 | |
| GSTID annotation | gstidanno | Manually maintained mapping between GSTIDCPN, GSTIDSEC, issuer name, security type | - | 0.0 | N | - | 10071 | 2024-11-27 07:27:38 -0600 | Tier 5 | |
| Industry code to NAICS and industry name | idscode2naics | Mapping internal industry code to NAICS code and industry name | - | N | - | 108 | Tier 5 | |||
| Sector code to sector name | seccode2sectors | Mapping internal sector code to sector name | - | N | - | 13 | Tier 5 | |||
| Others | Late filing | latefiling | Late filing history for Form 10-Q, 10-K, 20-F, 11-K, and et ac | 2016-01-01 | 0.0 | N | - | 5794 | 2024-11-27 09:06:46 -0600 | Tier 3 |
| Delisting | delisting | Delisting history filed on Form 25 and Form 25 NSE | 2014-01-01 | 0.0 | N | - | 3819 | 2024-11-27 09:06:44 -0600 | Tier 3 |
IVC: Investment company
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