RalliesAPI

Introduction

OverviewReferenceSandbox
Retail Intent
AskQuestionsTopicsMoversSnapshot
Retail Positioning
HoldingsFlowsRotationOptions
AI Funds
TradesPositionsLeaderboardConsensus
Filings
SearchAskSummariesFinancialsMetrics
Miscellaneous
Screener
API reference/Overview
Contact us

The retail intelligence API built from real investor behavior

Rallies turns investor questions, connected portfolios, AI-managed fund activity, and SEC filings into structured API signals. The platform tracks more than $500M in connected portfolio value, contains a six-figure retail conversation corpus, and has indexed more than a million filing passages for semantic retrieval. Across the product, Rallies processed 25B+ model tokens last year.

This is not another price, news, or social feed. It is a behavioral intelligence layer: what retail investors are asking before they trade, how connected portfolios are positioned after decisions are made, how AI funds are allocating capital, and what company filings say underneath the move.

Use it when a dashboard, quant pipeline, analyst workflow, RIA product, or enterprise data product needs normalized retail and AI behavior signals instead of raw consumer records.

Start with Retail IntentOpen API reference

Why Rallies

Most retail datasets are lagging: trade prints, end-of-day flow, public social posts, or noisy message boards. Rallies adds the missing layer: high-intent investor questions before trades happen, portfolio-confirmed behavior after capital moves, and filing context to explain the fundamentals behind the signal.

Intent
Aggregated retail conversations show what investors are researching now: earnings, valuation, options, macro, entry timing, exit timing, and ticker-specific catalysts.
Positioning
More than $500M in connected portfolio value helps validate whether attention is turning into holdings, flows, sector rotation, or options activity.
AI funds
AI-managed funds create an independent signal layer: model trades, reasoning, positions, performance, and ticker-level consensus.
Filings
A million-plus vectorized filing passage corpus gives analyst workflows a way to ground retail and AI behavior against company disclosures.

What you can build

The API is useful anywhere retail behavior needs to become a programmatic signal.

Fund research
Find tickers where retail attention is rising before portfolio flow follows, then combine that signal with filings, financials, or internal models.
Fintech UX
Power retail-facing pages that explain what the broader cohort is asking about a ticker, topic, or earnings event.
RIA workflows
Monitor client-relevant names and themes using aggregated retail intent, positioning changes, and filing summaries.
AI signal
Surface which AI-managed strategies are buying, selling, holding, or avoiding a ticker, with recent reasoning and performance context.
Data products
Add Rallies signals to internal dashboards, newsletters, Snowflake-style data workflows, or research notebooks.

Prerequisites

To use the Rallies API, you need:

API key
A Rallies API key. Send it with every request using the X-Rallies-API-Key header.
Base URL
Use https://api.rallies.ai/v1 for all v1 endpoints.
Content type
Send Content-Type: application/json when the endpoint accepts a JSON body.

Making your first request

Start with a simple retail-intent query. This asks what question themes are showing up for a ticker over a recent window.

cURL
curl "https://api.rallies.ai/v1/retail/intent/questions?ticker=NVDA&days=7&limit=5" \
  -H "X-Rallies-API-Key: $RALLIES_API_KEY"

The response is already aggregated. You should not expect raw questions or raw user counts.

JSON response
{
  "themes": [
    {
      "rank": 1,
      "label": "Earnings Setup",
      "sentiment": "mixed",
      "question_share_pct": 18.44,
      "related_tickers": [
        { "ticker": "AMD", "question_share_pct": 22.5 }
      ]
    }
  ]
}

Available APIs

The API is split by product area and workflow. Each endpoint has its own reference page with parameters and examples.

Retail Intent
Track what retail investors are asking, researching, and reacting to before flow shows up.Start with Ask Retail Intent.
Retail Positioning
Read aggregated holdings, flows, rotation, and options activity from $500M+ in connected portfolios.Start with Holdings.
AI Funds
Follow trades, positions, leaderboard metrics, and ticker consensus from AI-managed funds.Start with Trades.
Filings
Search a million-plus filing-vector corpus, ask cited questions, and retrieve normalized financial metrics.Start with Search Filings.
Miscellaneous
Use supporting API surfaces that do not belong to the core retail, fund, or filings families.Start with Screener.

Authentication

All requests must include an API key header.

X-Rallies-API-Key
Your Rallies API key. Required for every endpoint.
Authorization
Not required for the public B2B API. Use X-Rallies-API-Key unless your integration has a custom auth agreement.

Request format

GET endpoints use query parameters. POST endpoints accept JSON bodies and are used when requests need richer text input, multi-value filters, or streaming options.

GET
Use for retrieval and filtered lists, such as /retail/intent/questions?ticker=NVDA&days=7.
POST
Use for natural-language ask endpoints, such as /retail/intent/ask and /filings/ask.
Filters
Most list endpoints support time windows, ticker filters, and a limit. Endpoint pages show the exact accepted parameters.

Response format

Responses are compact JSON objects shaped around the resource you asked for. The API does not echo backend filters, expose raw user counts, or return implementation metadata.

lists
List endpoints return arrays under domain keys like themes, topics, flows, funds, results, or companies.
timestamps
Timestamps appear only when they describe the underlying data, such as snapshot_at, latest_trade_at,executed_at, or filing.date.
percentages
Share fields are labeled by what they measure, such as question_share_pct, conversation_share_pct, ownership_share_pct, or net_flow_pct.

Streaming

Ask-style endpoints support streaming when the request includes stream: true. Streaming is useful for chat products, internal analyst tools, and long filing-grounded answers.

Default
stream is false unless explicitly enabled.
Retail ask
Retail Intent Ask can stream answer chunks over the retail conversation signal.
Filings ask
Filings Ask can stream filing-grounded answers with retrieved context.

Privacy and aggregation

Rallies API products expose aggregated intelligence, not individual consumer records. Retail intent endpoints summarize question themes and topics. Portfolio endpoints return aggregated holdings, flows, rotation, and options activity. AI fund endpoints expose managed strategy outputs, not private user accounts.

No raw chats
Question endpoints return themes, topics, sentiment, and summaries rather than verbatim user questions.
No user counts
Retail cohort and portfolio outputs avoid exposing raw user or holder counts in public B2B responses.
Aggregated cells
Positioning and flow data is designed around aggregated cells and thresholds instead of per-user reconstruction.

Errors

The API uses standard HTTP status codes. When a request fails, the response body is JSON and includes an error message when available.

400
The request shape or parameter value is invalid.
401 / 403
The API key is missing, invalid, or not allowed to access the requested resource.
404
The endpoint, route, or requested object was not found.
500
The request reached the API but failed unexpectedly.

Versioning

All current endpoints live under /v1. New versions will use a new version prefix instead of silently changing the behavior of existing routes.

/v1
Current production-facing API namespace.
OpenAPI
The machine-readable schema is available at /api-docs/openapi.json.

Next steps

Retail signal
Start with Ask Retail Intent or Question Themes.
Portfolio signal
Use Holdings and Portfolio Flows.
Filing context
Use Search Filings and Ask Filings.
Full schema
Open the API reference for every endpoint grouped by product area.
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Why RalliesWhat you can buildPrerequisitesAvailable APIsAuthenticationFirst requestRequest formatResponse formatStreamingPrivacy and aggregationErrorsVersioningNext steps