REFERENCE BUILD 01 / 2026-10-16OFFLINE FIXTURES · EXPLICIT CONTRACTS · REPRODUCIBLE OUTPUT
Investment
Research APIs
20 references / Five topic areas

Technical guide library

Detailed interface and ingestion references, each built around a distinct contract, failure mode or decision.

20 references
Data contracts

Design a normalized record without erasing provider meaning

Specify a small shared observation contract while retaining the provider fields needed to interpret units, periods, availability and revisions.

Data contracts

Parse numbers only after specifying their units

Handle numeric strings, finite values, percentage scales and magnitude conversions with explicit, testable transformation rules.

Data contracts

Keep zero, null, absence and request failure distinct

Build missingness policies that preserve the difference between unavailable observations, malformed records and failed retrievals.

Data contracts

Version the meaning of a schema, not only its field names

Classify integration changes by their effect on consumers and test migrations against preserved fixtures and semantic expectations.

Time & revisions

Separate observation, availability and retrieval clocks

Record what a value describes, what evidence supports its availability, and when the integration actually obtained it.

Time & revisions

A date-only availability field cannot answer an intraday question

Use explicit inclusion policies for daily vintage and filing dates without manufacturing release times or claiming unsupported point-in-time precision.

Time & revisions

Store revisions as evidence instead of overwriting history

Distinguish changed values, repeated retrievals and conflicting source identities while preserving the version that a research decision used.

Time & revisions

Build an as-of join that explains what it can prove

Join observations to decision cutoffs using availability evidence, revision rules and coverage checks rather than observation dates alone.

Reliable ingestion

Prove that pagination finished before publishing a dataset

Reconcile page metadata, expected totals, unique identities and mutable-source behavior instead of equating a successful first response with a complete download.

Reliable ingestion

Retry failures within a bounded, provider-aware budget

Classify transient and permanent failures, respect Retry-After and coordinate request rates without turning a temporary outage into an endless ingestion loop.

Reliable ingestion

Make replay safe and commit checkpoints atomically

Prevent duplicate observations and lost pages by separating fetch attempts, durable records and the checkpoint that declares a run complete.

Reliable ingestion

Distinguish HTTP cache freshness from research-data freshness

Use validators and cache policies correctly while separately measuring retrieval age, observation age and revision coverage.

Provider interfaces

Integrate the documented FRED V1 observation shape

Map FRED series observations and metadata while distinguishing V1 fixtures, the newer V2 offering, daily vintages and series-specific usage rights.

Provider interfaces

Integrate World Bank Indicators V2 without inventing release history

Interpret the response envelope, annual periods, country metadata, null observations and retrieval-based availability in a bounded adapter.

Provider interfaces

Integrate SEC company facts with accounting context intact

Select entity, taxonomy, concept, unit and period explicitly while preserving filing-date precision and accession ambiguity.

Provider interfaces

Compare provider interfaces by the evidence they actually expose

Use a technical fit matrix for history, identity, timing, errors and rights instead of ranking APIs by a single speed or field-count score.

Rights & delivery

Keep API credentials out of fixtures, browsers and public receipts

Design a credential boundary that supports reproducible demonstrations and authorized server-side collection without leaking keys through URLs, logs or exports.

Rights & delivery

Review data rights at the dataset and output level

Distinguish API access, underlying data permissions, attribution and redistribution, while preserving a documented World Bank terms-link gap.

Rights & delivery

Package an integration result with a reproducible provenance manifest

Connect raw evidence, normalization, selected revisions and published outputs without exposing credentials or mistaking file hashes for truth.

Rights & delivery

Evaluate an integration with adversarial fixtures and explicit release gates

Create a testable acceptance pack for schemas, time semantics, failure handling, rights and deployment without treating a demo as a production service.

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