Data policy

MSPT Data Sources, Timing, and Limitations

MSPT combines licensed market and fundamental data, public regulatory records, official economic series, and optional user-scoped broker data. Availability varies by feature and entitlement.

Published and reviewed by Millwheel Oy · Updated October 31, 2026

Source register

What each source contributes

Nasdaq Data Link / Sharadar

Role: Licensed company fundamentals, reference coverage, end-of-day prices, and selected ownership datasets.
Timing: Dataset-specific reporting and end-of-day schedules.
Limitations: Coverage, fields, revisions, and redistribution rights vary by dataset and subscription.

Massive

Role: Market and reference data used for supported price, corporate-action, options, and market-context workflows.
Timing: End-of-day, delayed, or live timing depends on the endpoint and entitlement.
Limitations: Exchange coverage, adjustments, rate limits, and plan entitlements can affect availability.

SEC EDGAR

Role: Authoritative US filings used for filing review, beneficial ownership, and security terms.
Timing: Available after issuers submit filings to the SEC.
Limitations: Issuer filings can be amended and require interpretation; not every company or security files with the SEC.

US Treasury

Role: Official Treasury yield-curve observations used as benchmarks in supported credit analysis.
Timing: Published on the Treasury's official schedule.
Limitations: Benchmark interpolation is an analytical proxy and is not a tradable bond quote.

Federal Reserve Economic Data (FRED)

Role: Official and third-party macroeconomic series used in supported market context.
Timing: Varies by the underlying series and publisher.
Limitations: Series can be revised, discontinued, or published with a lag.

Interactive Brokers (IBKR)

Role: Optional account-scoped quotes, positions, executions, options and bond observations, portfolio sync, and paper trading.
Timing: Depends on TWS or IB Gateway availability and the user's market-data subscriptions.
Limitations: Data belongs to the connected user account, is not a shared public feed, and may be delayed, unavailable, or permission-limited.

How to read dates in MSPT

Statement period identifies the financial period reported by the company.
Data as of identifies when a source observation or filing was available.
Latest close identifies the most recent completed market session in the dataset.
Live or delayed quote identifies account-scoped market data received through an optional broker connection.

Missing, revised, and adjusted data

An unavailable field remains unavailable; MSPT does not silently replace missing observations with zero. Source revisions, symbol changes, corporate actions, ADR conversions, and coverage gaps can change historical or current results.

MSPT applies validation and adjustment checks, but users should confirm material decisions against the underlying filing, broker record, or source.

Publication and correction policy

Provider data is used only where the applicable product access and redistribution terms permit it.

Report suspected source or interpretation errors to support@modernstockportfoliotracker.com. Confirmed material corrections are reviewed and reflected in the page revision date.