From Portal to Production Delivery

Research in the portal, then operationalize the same data through API access, scheduled flat files, and FTP/SFTP delivery with entitlement-aware controls.

API Access

RESTful API with token authentication. Query securities, holders, rates, and more programmatically.

  • Token-based auth
  • JSON responses
  • Rate limiting
  • Versioned endpoints

FTP / SFTP

Scheduled file delivery to your own FTP or SFTP server. Configure datasets, columns, and frequency.

  • Scheduled delivery
  • Server configuration
  • Encrypted transfer
  • Retry on failure

Email Delivery

Scheduled email delivery of reports and datasets to your inbox or distribution list.

  • Scheduled reports
  • Multiple recipients
  • PDF / CSV attachments
  • Custom frequency

File Export

On-demand or scheduled exports in CSV, Excel, or JSON format with dataset and column selection.

  • CSV / Excel / JSON
  • Column selection
  • Filter configuration
  • Template management

Distribution Console

Dataset Selection

Choose which datasets to include in each delivery

Column-Level Config

Select specific columns per dataset

Scheduling

Daily, weekly, or custom cron schedules

Audit Log

Track delivery status, history, and retries

Ready to integrate?

Data delivery is available on Professional (API add-on) and Enterprise plans.