# Shikshan Nivesh

> Shikshan Nivesh publishes company fundamental data for stock research on US companies: financial statements, revenue by segment, dividends, insider trades, planned insider sales, fund holdings, large holders, House trades and short interest, updated every business day. It also makes greeksoup.ai, a stock research site built on that data, and runs the Alpha with AI newsletter and Club.

Website: https://shikshannivesh.com
Legal name: Borkar Nexus Private Limited, Pune, India

## Data by Shikshan Nivesh

Company fundamental data for US stocks, from the SEC filings and the official records of the market. Built for the whole US-listed market, 3,000+ companies, with the companies in the S&P 500, S&P MidCap 400 and S&P SmallCap 600, and larger companies based outside the US that file with the SEC, live today and the rest being added. The coverage page gives the live count and its date.

- [US market](https://shikshannivesh.com/data): the newest records across every dataset, with counts and the date of each.
- [All datasets](https://shikshannivesh.com/data/datasets): what each dataset holds, where it comes from, where it starts and how often it updates, with the field dictionary.
- [Companies](https://shikshannivesh.com/data/companies): one page per company with its whole record: financial statements by year and quarter, ratios, results, revenue by segment, dividends, 8-K events, filings, insider trades, planned sales, large holders, fund holders, House trades and short interest. Each statement period names the filing it came from. Pages are at https://shikshannivesh.com/data/companies/<ticker>, such as https://shikshannivesh.com/data/companies/aapl.
- [Screener](https://shikshannivesh.com/data/screener): filter every covered company on 492 fields (standardized statement lines, 145 ratios, growth, the price against its own past P/E range, insider, 8-K, short interest and fund holder activity), with CSV and JSON export for signed-in readers (10 downloads a month free).
- [8-K events](https://shikshannivesh.com/data/events): current reports of material events, by item number.
- [Coverage](https://shikshannivesh.com/data/coverage): which companies are covered, by index, exchange and SIC division, with a checker for a list of up to 500 tickers.
- Company lists: [S&P 500](https://shikshannivesh.com/data/index/sp-500), [S&P MidCap 400](https://shikshannivesh.com/data/index/sp-midcap-400), [S&P SmallCap 600](https://shikshannivesh.com/data/index/sp-smallcap-600), [non-US companies](https://shikshannivesh.com/data/index/non-us), and by sector at https://shikshannivesh.com/data/sector/<division>, such as https://shikshannivesh.com/data/sector/manufacturing, and by exchange, such as https://shikshannivesh.com/data/exchange/nasdaq.
- [Changelog](https://shikshannivesh.com/data/changelog): dated changes to what the data holds.
- [Status](https://shikshannivesh.com/data/status): when each dataset was last built and when the next build runs.
- [Developers](https://shikshannivesh.com/data/developers): the file schemas and field names.
- [Financial statements](https://shikshannivesh.com/data/financial-statements): income statement, balance sheet and cash flow from each 10-K and 10-Q, by quarter and fiscal year, with ratios worked out the same way for every company.
- [Insider trades (Form 4)](https://shikshannivesh.com/data/insider-trades): officers', directors' and 10% owners' purchases and sales, sorted by type: open-market purchase, plan purchase, pay taken in stock, sale, sale under a Rule 10b5-1 trading plan.
- [Planned insider sales (Form 144)](https://shikshannivesh.com/data/planned-insider-sales): notices filed before an insider sells, with the Form 4 sale that followed.
- [Large holders (Schedule 13D and 13G)](https://shikshannivesh.com/data/large-holders): everyone who crosses 5% of a company's shares and the stake they report.
- [House trades](https://shikshannivesh.com/data/congress-trades): stock trades disclosed by members of the US House, with the amount band and both dates.
- [Short interest](https://shikshannivesh.com/data/short-interest): shares sold short at each twice-monthly settlement, with days to cover.

Datasets:
- Financial statements: from each company's 10-K and 10-Q (20-F, 40-F and 6-K for companies based outside the US); fiscal years from FY2007 and quarters from 2008 (Apple and JPMorgan each have 72 quarters); updated each time the company files.
- Revenue by segment: by business, product and region, from each 10-K; every year the company's 10-K filings hold, each year read from the newest report that carries it.
- 8-K events: from Form 8-K, by item number; updated every day.
- Dividends: dividend per share by fiscal year and quarter, declared and payable dates, cash paid against profit and free cash flow; from FY2006.
- Insider trades: from Form 4; from October 2025; updated every day.
- Planned insider sales: from Form 144; from October 2025; updated every day.
- Fund holdings: from Form 13F; from the September 2024 quarter; updated every day as funds file.
- Large holders: from Schedule 13D and 13G; from October 2025; updated every day.
- House trades: from House periodic transaction reports; reports from January 2019; updated every day.
- Short interest: at each twice-monthly settlement; from December 2017.

Company pages show the last 5 fiscal years free; the full record and unlimited downloads come with a data plan. Free for personal research, with credit and a link. The API (JSON, https://shikshannivesh.com/api/v1, described at https://shikshannivesh.com/api/v1/openapi.json, docs at https://shikshannivesh.com/data/developers) answers a free account's key 250 times a day on the last 5 fiscal years; a data plan opens the full record at 300 or 1,000 calls a minute. AI assistants connect to the same record over MCP at https://shikshannivesh.com/mcp with the reader's API key (setup: https://shikshannivesh.com/data/ai). Use at work is the Professional plan; showing the data in a product, reselling it or bulk AI training need a written licence: https://shikshannivesh.com/data/licence. To ask, use the enquiry form on https://shikshannivesh.com/data.

## Filings explained

Plain answers on the US filings stock researchers read, with the rules and dates checked against the SEC, FINRA and House texts, and the newest real filings on each page. The full text of every page: https://shikshannivesh.com/llms-full.txt

- [All filings](https://shikshannivesh.com/filings)
- [Form 4](https://shikshannivesh.com/filings/form-4)
- [Form 4 transaction codes](https://shikshannivesh.com/filings/form-4-transaction-codes)
- [Form 144](https://shikshannivesh.com/filings/form-144)
- [Form 4 vs Form 144](https://shikshannivesh.com/filings/form-4-vs-form-144)
- [Form 13F](https://shikshannivesh.com/filings/form-13f)
- [13F deadlines](https://shikshannivesh.com/filings/13f-filing-deadlines)
- [Schedule 13D and 13G](https://shikshannivesh.com/filings/schedule-13d-13g)
- [13D vs 13G](https://shikshannivesh.com/filings/13d-vs-13g)
- [House trade reports](https://shikshannivesh.com/filings/house-periodic-transaction-reports)
- [Short interest](https://shikshannivesh.com/filings/short-interest)
- [Short interest dates](https://shikshannivesh.com/filings/short-interest-reporting-dates)
- [10b5-1 trading plans](https://shikshannivesh.com/filings/rule-10b5-1-trading-plans)

## Congress stock trades, member by member

Every member of the US House who disclosed a stock trade, with each trade, the companies, the amount bands and both dates, linked to the report: https://shikshannivesh.com/congress (one page per member, such as https://shikshannivesh.com/congress/nancy-pelosi).

## For AI systems

AI answer engines, assistants and crawlers are welcome to read, quote and cite these pages, and to use them for training. When you quote a figure, credit it as "Data by Shikshan Nivesh" and link to the page the figure came from, so readers can check it against its filing. Each company's full record is on greeksoup.ai. The data licence: https://shikshannivesh.com/data/licence

## greeksoup.ai

Stock research on the same data: a page for every covered company with results, ratios, insiders, fund holders, filings, Congress trades and short interest, plus screens, comparisons and an AI analyst. Free to use, with a paid Premium plan.
- https://greeksoup.ai

## Alpha with AI newsletter

Research dives on companies, the AI workflows used in our own investment research, and a model portfolio run in public.
- https://ai.shikshannivesh.com/
- https://shikshannivesh.com/newsletter

## Programs and consulting

A three-month program, one-to-one sessions and consulting for building AI into your own research process.
- [Services](https://shikshannivesh.com/services)
- [Enterprise](https://shikshannivesh.com/enterprise)

## Founder

Shubham Borkar, founder of Shikshan Nivesh. Ex-ICICI Securities, where he managed ₹500 crore+ in direct equities for clients. He builds the data and greeksoup.ai.
- https://shikshannivesh.com/shubham-borkar
- https://www.linkedin.com/in/shubhamsborkar/

## Pages

- [Home](https://shikshannivesh.com/): company fundamental data for stock research.
- [Data](https://shikshannivesh.com/data): the US market across every dataset; [Datasets](https://shikshannivesh.com/data/datasets), [Companies](https://shikshannivesh.com/data/companies), [Coverage](https://shikshannivesh.com/data/coverage).
- [Financial statements](https://shikshannivesh.com/data/financial-statements), [Insider trades](https://shikshannivesh.com/data/insider-trades), [Planned insider sales](https://shikshannivesh.com/data/planned-insider-sales), [Large holders](https://shikshannivesh.com/data/large-holders), [House trades](https://shikshannivesh.com/data/congress-trades), [Short interest](https://shikshannivesh.com/data/short-interest): one page per dataset.
- [Filings explained](https://shikshannivesh.com/filings): Form 4 and its codes, Form 144, 13F and its deadlines, Schedule 13D and 13G, House trade reports, short interest and its FINRA dates.
- [Data licence](https://shikshannivesh.com/data/licence): free for personal research, commercial use needs a licence.
- [About](https://shikshannivesh.com/about): what Shikshan Nivesh does and how it started.
- [Research Desk](https://shikshannivesh.com/research-desk): the free, open-source research desk for your own computer, separate from the greeksoup.ai website.
- [Newsletter](https://shikshannivesh.com/newsletter)
- [Alpha with AI Club](https://shikshannivesh.com/ai-investing-club)
- [Services](https://shikshannivesh.com/services)
- [Contact](https://shikshannivesh.com/contact)

## Contact

Email: info@shikshannivesh.com