Markets, exchanges and clearing
Where a contract's own terms and its clearing requirements are published, rather than where they are summarised.
- CME GroupCME Group Clearing Performance Bond Requirements↗
The exchange's own margin requirements, which is the number a futures position is actually held to.
- CME GroupCME Group Product Specifications↗
Contract unit, tick, delivery month and settlement, per product, from the venue that lists it.
- Intercontinental ExchangeICE Futures U.S. Markets↗
Soft commodities, equity index and currency contracts listed at ICE Futures U.S.
- Intercontinental ExchangeICE Clear U.S. Risk Management and Margin Rates↗
Clearing-house margin parameters for ICE Futures U.S. contracts.
- Cboe Global MarketsCboe Futures Exchange↗
Volatility futures and the specifications and margin notices that govern them.
- Options Clearing CorporationThe Options Clearing Corporation↗
The clearing house for listed U.S. options, and the source for its margin methodology.
- TradingViewTradingView Charts and Market Data↗
Charting, screening and an economic calendar in one surface.
Brokerage, custody and account infrastructure
What the firm carrying an account requires and discloses, published by that firm rather than described second-hand. A carrying broker's requirement is not the clearing house's requirement, and the two are read separately.
- TradeStationTradeStation Futures Margin Requirements↗
The carrying broker's own overnight, maintenance and intraday requirements per product, published by the firm that carries the account and issues the margin call.
- TradeStationTradeStation Securities Margin Rates↗
Interest rates charged on a securities margin loan, which is a different thing from the performance bond a futures position requires.
- TradeStationTradeStation Account Types↗
Individual, joint, retirement and entity accounts, and which one a given legal owner of the assets opens.
- TradeStationTradeStation Entity and Business Accounts↗
Trust, corporation, partnership and limited liability company accounts, and the authority documents each one is opened with.
- TradeStationTradeStation Institutional↗
The broker's own statement of the professional client types it serves, including registered investment advisers and commodity trading advisors.
- TradeStationTradeStation Futures Brokerage↗
The futures products, exchanges and platforms the carrying broker provides access to.
- TradeStationTradeStation Important Documents and Information↗
The broker's own agreements, disclosures and regulatory notices, which govern an account rather than any description of it.
- TradeStationTradeStation Account Application↗
TradeStation's own account application. TradeStation opens, approves and maintains the account under its own agreements; Golden Capital Partners does not.
Economic data
Primary series, published by the agency that compiles them, with their own revision history.
- Federal ReserveBoard of Governors of the Federal Reserve System↗
Policy statements, the implementation note and the H.15 selected interest rates.
- Federal Reserve Bank of St. LouisFederal Reserve Economic Data (FRED)↗
Hundreds of thousands of series with their vintages, which is what makes a backtest honest.
- U.S. Department of the TreasuryU.S. Treasury Daily Yield Curve Rates↗
The par yield curve used to discount almost everything else.
- Bureau of Labor StatisticsU.S. Bureau of Labor Statistics↗
Employment, CPI and PPI at the source, with the release calendar.
- Bureau of Economic AnalysisU.S. Bureau of Economic Analysis↗
GDP, personal income and the national accounts, including the PCE price index.
Regulators and registration records
Check a firm or a person against the regulator's own record rather than against anyone's description of it.
- SEC / IARDInvestment Adviser Public Disclosure (IAPD)↗
Current investment-adviser registration and Form ADV, for any adviser or adviser representative.
- FINRAFINRA BrokerCheck↗
Securities registration history, including registrations that are no longer active.
- CFTCU.S. Commodity Futures Trading Commission↗
The regulator for futures and derivatives, and the source for its own rules and advisories.
- National Futures AssociationNFA BASIC Registration and Membership Records↗
CTA, CPO and IB registration status and NFA membership, with disciplinary history.
- SECInvestor.gov — SEC Investor Education and Alerts↗
The SEC's investor education service, including its alerts on current fraud patterns.
Corporate filings
What a company told the regulator, in the words it filed, on the date it filed them.
- SECSEC EDGAR Full-Text Search↗
Search the text inside filings themselves, not just their titles.
- SECSEC EDGAR Company Filings↗
Every filing a registrant has made, in order, by company.
- SECSEC EDGAR Application Programming Interfaces↗
Structured company facts and submissions, which is how filings become data.
Insider activity and ownership
Use these screens to locate candidate transactions, then verify each one against the SEC filing itself, usually Form 4 or Form 4/A.
- FinvizFinviz Insider Trading↗
A searchable screen for recent insider transactions. Use it for discovery, then verify the transaction in the corresponding SEC Form 4 or 4/A.
- OpenInsiderOpenInsider Insider Trading↗
A public screen for insider transaction activity. Availability can vary; treat every row as a lead until the SEC filing confirms it.
Trust ownership, fiduciary roles and tax characterization
Primary legal, tax and adviser sources for separating title, beneficial interest, direction, administration and federal tax treatment. These links support research; they are not legal or tax advice.
- Florida Senate2026 Florida Trust Code — Chapter 736↗
The current Florida Trust Code, including creation, administration, trustee duties and directed trusts.
- Florida SenateFlorida Statute § 736.0103 — Definitions↗
Defines beneficiary, settlor, trustee, directed trust and trust director so legal title, beneficial interest and direction stay distinct.
- Florida SenateFlorida Statute § 736.1406 — Power of Direction↗
Shows when a directed-trust role exists through a power granted by the trust instrument.
- Florida SenateFlorida Statute § 736.1409 — Directed Trustee↗
Sets the directed trustee's duties and liability within the instrument's allocation of authority.
- Florida SenateFlorida Statute § 736.1411 — Trustee Duties↗
Limits assumptions about automatic duties to monitor, inform or advise across directed-trust roles.
- Internal Revenue ServiceInstructions for Form 1041 — U.S. Income Tax Return for Estates and Trusts↗
Primary federal instructions for grantor-type and non-grantor trust income-tax reporting.
- Electronic Code of Federal Regulations26 C.F.R. § 301.7701-4 — Trusts↗
Distinguishes an ordinary trust that conserves property for beneficiaries from a profit-making business arrangement.
- U.S. Securities and Exchange CommissionInvestment Adviser Fiduciary Interpretation — IA-5248↗
Sets the investment adviser's fiduciary boundary by the agreed scope of the relationship.
Trade, tariffs and sourcing
Classification decides duty. These are the offices that publish the classification and the rate.
- U.S. International Trade CommissionHarmonized Tariff Schedule of the United States↗
The classification and the duty rate, which together decide landed cost.
- U.S. Customs and Border ProtectionU.S. Customs and Border Protection — Trade↗
Entry, valuation and rulings: how the schedule is actually applied at the border.
- Office of the U.S. Trade RepresentativeOffice of the United States Trade Representative↗
Trade actions and exclusions, which move duty rates faster than the schedule does.
- Bureau of Industry and SecurityBureau of Industry and Security — Export Administration↗
Export controls and the entity list, which decide whether a shipment is permitted at all.
- U.S. Census BureauU.S. Census Bureau International Trade Data↗
Import and export volumes by commodity and partner, for checking a sourcing assumption against the flow.
These are independent public bodies. Listing them states no affiliation with any of them, and no endorsement by any of them. Each publishes its own terms of use.
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