Our Data Sources

Transparency is important to us. This page explains where Portfolio Genius gets its market data, how often it's updated, and what limitations exist. We believe you should understand exactly what data powers your portfolio analysis.

Tiingo

Our primary source for market data is Tiingo, a financial data platform that provides institutional-quality data. Tiingo sources its data from major exchanges and data aggregators.

What We Get From Tiingo

• Stock Prices: Daily open, high, low, close, and adjusted close prices for US equities
• Intraday Data: Real-time and delayed quotes during market hours
• Historical Data: Price history going back decades for most securities
• Company Information: Company names, descriptions, exchanges, and sectors
• Fundamental Data: Market cap, P/E ratios, revenue, earnings, and other financial metrics
• Cryptocurrency Prices: Major cryptocurrencies including BTC, ETH, SOL, and others
• Financial News: News articles related to specific securities

Stock Prices

• End-of-Day Data: Updated after market close, typically available by 6:00 PM ET
• Intraday Data: Updated throughout trading hours with minimal delay
• Weekend/Holiday: Last trading day's data is shown until markets reopen

Cryptocurrency Prices

• 24/7 Markets: Crypto prices update continuously as these markets never close
• Update Interval: Prices refresh approximately every few minutes

Fundamental Data

• Financial Statements: Updated quarterly as companies report earnings
• Ratios and Metrics: Recalculated daily based on current prices and latest financials

Supported

• US Stocks: NYSE, NASDAQ, and NYSE American listed securities
• ETFs: Exchange-traded funds listed on US exchanges
• Major Cryptocurrencies: Bitcoin, Ethereum, Solana, and other popular coins
• ADRs: American Depositary Receipts for international companies

Not Currently Supported

• International stock exchanges (London, Tokyo, Frankfurt, etc.)
• Mutual funds (except ETFs)
• Bonds and fixed income securities
• Options and futures contracts
• OTC (over-the-counter) securities with limited trading data
• Private equity and unlisted securities

We strive to provide accurate data, but there are important limitations to understand:

Corporate Actions

Stock splits, dividends, mergers, and spinoffs are handled through adjusted price data. However, there may be brief periods where recent corporate actions are not yet reflected. We recommend verifying critical data with your brokerage account.

When you connect a brokerage account (such as Alpaca), we retrieve your actual positions and balances directly from your broker. This data is typically real-time or near-real-time and reflects your actual holdings.

• Positions: Your current holdings and quantities
• Cost Basis: Your purchase prices (when provided by the broker)
• Account Balance: Cash and total account value
• Transaction History: Past trades and transfers

Our AI-powered portfolio analysis uses market data combined with:

• Financial News: Recent news articles about your holdings
• Web Research: Public information from company filings, news sources, and financial publications
• Market Context: Broader market conditions and sector performance

AI analysis is provided for informational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions.

Market data is provided by Tiingo. Historical and real-time data is subject to Tiingo's terms of service and data licensing agreements. Portfolio Genius is not affiliated with any stock exchange or data provider beyond our data licensing agreements.