Product

Everything your data team
needs to move faster.

Ptolemy is a structured data layer purpose-built for investment teams. Instruments, time series, and markets — with a clean API, typed attributes, and team access controls, all in one place.

Instrument registry

A canonical, queryable record for every instrument in your universe — equities, fixed income, ETFs, funds, and custom types. Define your own schema with typed attributes.

Time series storage

Attach scalar and composite series to any instrument. Daily prices, NAV history, proprietary signals, ETF holdings — stored once, queried anywhere, versioned automatically.

Markets & listings

Model exchanges, listings, trading calendars, statuses, and suspensions as first-class objects. List one instrument across many markets, with the same typed-attribute model.

EAV attribute model

Every object carries typed, extensible fields — text, number, date, and boolean. Define exactly the fields each type needs. No fixed schema, no migrations, no limits on custom fields.

Tags & taxonomy

Organise every object with hierarchical tags — geographies, sectors, strategies, mandates. Filter by a tag or its entire subtree, consistently across instruments, series, and markets.

Bulk filter & search

A nested and/or filter grammar shared across every resource — query core columns, custom fields, and tags in one call. Full-text search and cursor pagination come standard.

API-first design

Every capability is exposed through a clean REST API, with webhooks to push events to your systems as data changes. If you can do it in the UI, you can do it programmatically — an OpenAPI schema ships with every deployment.

Multi-workspace isolation

Run multiple workspaces from a single deployment. Each has its own data, roles, and API credentials — perfect for managing separate funds, strategies, or clients.

Role-based access

Owner, Admin, Editor, Member, and Viewer roles ship out of the box. Robot tokens get scoped (viewer or editor) API access for your pipelines. Every mutation is recorded in the audit trail.

Developer experience

Build workflows in minutes, not months.

The Ptolemy API is designed to be easy to learn and hard to misuse. Consistent resource conventions, predictable error shapes, and one filter grammar that works the same way across every collection endpoint.

Nested and / or filter trees over core columns, custom fields, and tags
Hierarchical tag filters: `tagged` and `tagged_with_descendants`
Relationship sideloading via `include` (`type`, `tags`, …)
Cursor-based pagination (`limit` + `after`) on every list endpoint

# Large-cap tech equities in the ASX 200 subtree
curl -X POST \
  https://api.ptolemy.cloud/workspaces/{workspace}/instruments/filter \
  -H "Authorization: Bearer $TOKEN" \
  -d '{
    "type_id": "equity",
    "filter": {
      "and": [
        { "field": "field.sector",     "op": "eq",  "value": "Technology" },
        { "field": "field.market-cap", "op": "gte", "value": 10000000000 },
        { "field": "tags", "op": "tagged_with_descendants",
          "value": "#asx-200" }
      ]
    },
    "sort": [ { "field": "field.market-cap", "direction": "desc" } ],
    "limit": 50
  }'

Data model

Flexible enough for any instrument type.

Every record has a unique identifier of your choosing and a stable UUID. Everything else — including external IDs like ISIN, FIGI, or CUSIP — is a typed field you define on the type, so each instrument carries exactly the fields it needs without polluting a shared table with nulls. Values are validated against the type’s declared schema on write.

A unique identifier of your choosing, plus a stable UUID
External IDs (ISIN, FIGI, CUSIP) modelled as typed fields
Typed fields per type: text, number, date, boolean
Materialised snapshot columns for fast reads without EAV joins

# Write typed field values inline on an instrument
PATCH \
  https://api.ptolemy.cloud/workspaces/{workspace}/instruments/aapl

{
  "fields": {
    "sector":     "Technology",
    "market-cap": 2800000000000,
    "inception":  "1980-12-12"
  }
}

Markets

Every listing, calendar, and suspension.

Markets are first-class in Ptolemy. Model the exchanges your instruments trade on, the listings that connect them, trading calendars, listing statuses, and suspension history — all sharing the same typed-attribute, tagging, and filter model as instruments.

Markets, listings, calendars, statuses, and suspensions
One instrument listed across many markets
Shorthand scoping: `market_id`, `instrument_id`, `status_id`
Sideload the instrument, market, and status in one call

# ETF listings on NYSE, with instrument & status embedded
curl -X POST \
  https://api.ptolemy.cloud/workspaces/{workspace}/market-listings/filter \
  -H "Authorization: Bearer $TOKEN" \
  -d '{
    "market_id": "nyse",
    "type_id":   "etf-share",
    "include": ["instrument", "market", "status"],
    "limit": 50
  }'

Time series

Prices, NAV, and signals — one query away.

Time series values are first-class objects in Ptolemy. Each value is typed and scoped to an instrument, a series, and a timestamp. Query a single instrument’s history or filter across your whole universe in one call.

Scalar values — one typed value per instrument, series, timestamp
Composite values — structured rows (e.g. ETF holdings snapshots)
Filter by series, instrument, and timestamp range
Sideload instrument, series, type, and tags via `include`

# Daily close prices for one instrument over a range
GET https://api.ptolemy.cloud/workspaces/{workspace}/time-series-values
  ?series_id=close-price
  &instrument_id=aapl
  &ts_from=2024-01-01
  &ts_to=2024-12-31

The dashboard

Not just an API. A workspace for the whole team.

The same data, behind a fast graphical UI. Search, filter, manage columns, and export — across instruments, markets, and time series.

Instruments

app.ptolemy.cloud — Instruments

Instruments

All instruments

Types

Access your data the way
your team works.

Ptolemy meets your team where they are — a graphical dashboard for everyone, CSV and Excel for analysts, and a REST API for engineers and automated systems. A Python SDK and an Excel add-in are on the way.

Dashboard

Explore, search, and manage every object in a fast graphical UI — no code required.

✓ Available

CSV / Excel

Import and export instruments, time series, and markets as structured files.

✓ Available

REST API

Any language, any platform — if it speaks HTTP, it speaks Ptolemy.

✓ Available

Webhooks

Subscribe to changes and push events to your downstream systems in real time.

✓ Available

Python SDK

A pandas-native client for research and data pipelines.

○ Coming soon

Excel add-in

Live Ptolemy data inside the spreadsheets your analysts already use.

○ Coming soon

See it working in your
environment.

Start free. Full REST API from day one. No credit card required.

Get started for free →Talk to our team

Everything your data teamneeds to move faster.

Build workflows in minutes, not months.

Flexible enough for any instrument type.

Every listing, calendar, and suspension.

Prices, NAV, and signals — one query away.

Not just an API. A workspace for the whole team.

Access your data the wayyour team works.

See it working in yourenvironment.

Everything your data team
needs to move faster.

Access your data the way
your team works.

See it working in your
environment.