Transparency

Where every number comes from.

Custodios Index publishes only what can be defended. Every CAGR, every benchmark, every constituent price is traceable to its source. Six tiers of data. Multiple sources per tier. Redundancy is policy.

BibTeX bibliography of every source on this page — plus per-card Docs & Cite buttons below.

Why we use multiple sources

A single data source is a single point of failure. Custodios Index sources each data type from at least three independent providers. If one disappears, our indexes survive. If two disagree, we audit. If three agree, we publish. This is institutional discipline, not optional.

01
Government data over commercial data.

Federal Reserve, SEC, BLS, BEA — official sources don't go out of business.

02
Academic validation over single-provider claims.

Damodaran, Kenneth French, Robert Shiller — peer-reviewed methodologies.

03
Open APIs over scraping.

Documented APIs over web scraping. Documented sources over private databases.

Index prices — daily feed

The data that updates every business day at market close.

Yahoo FinanceCross-validationSupabaseCustodios Index Site↳ backups:StooqAlpha Vantage
FREE / PRIMARY
Yahoo Finance

Real-time and historical price data for 70+ securities across 8 global exchanges.

Used for
Daily closing pricesMarket capsHistorical price seriesIndex constituent tracking

Coverage:NYSE, NASDAQ, Euronext Paris, SIX Swiss, Borsa Italiana, LSE, Hong Kong, Tokyo, Saudi Tadawul

query1.finance.yahoo.com
Docs
ACTIVE
FREE / BACKUP
Stooq (Backup)

Independent price source for cross-validation. Particularly strong for European and global tickers.

Used for
Price validationBackup if Yahoo failsHistorical depth (some series back to 1985)

Coverage:Global, deep history

stooq.com/q/d/
Docs
ACTIVE BACKUP
FREE TIER
Alpha Vantage (Tertiary)

Third-tier price source. Used when first two disagree by more than 0.5%.

Used for
Discrepancy resolutionFundamental data backup

Coverage:Global, comprehensive

alphavantage.co
Docs
AVAILABLE
Historical benchmarks

The reference data that anchors every Custodios Index comparison.

FREE
Damodaran NYU Stern (Primary)

The authoritative academic source for S&P 500 historical returns since 1928.

Used for
S&P 500 full history 1928-2025Country risk premiumsIndustry betasEquity risk premiums by year

Coverage:97 years of S&P 500 total returns — updated annually by Prof. Damodaran

pages.stern.nyu.edu/~adamodar
Docs
ACTIVE
FREE
Kenneth French Data Library

The academic standard for factor returns since Fama-French 1992.

Used for
Factor return validationIndustry returns since 1926Methodology peer-review

Coverage:USA + international factor data, 1926-present

mba.tuck.dartmouth.edu/pages/faculty/ken.french
Docs
REFERENCE
FREE
Robert Shiller Online Data (Yale)

Yale Professor Shiller's historical S&P data going back to 1871.

Used for
Long-term validationCAPE ratio analysisPre-1928 historical context

Coverage:S&P data since 1871

shillerdata.com
Docs
REFERENCE
FREE / API
FRED (Federal Reserve)

Federal Reserve Bank of St. Louis. 800,000+ economic series.

Used for
Macro contextRecession datesInflation seriesInterest rate history

Coverage:USA + international macro since 1947

fred.stlouisfed.org
Docs
ACTIVE
FREE
S&P Dow Jones Indices (Official)

Official methodology and historical data for S&P indexes.

Used for
S&P 500 methodology validationS&P 600 historical data 1994-presentIndex definition reference

Coverage:Official S&P data

spglobal.com/spdji
Docs
REFERENCE
FREE
MSCI Inc. (Official)

Official methodology for MSCI World index.

Used for
MSCI World methodologyMSCI historical data 1969-present

Coverage:Official MSCI data

msci.com
Docs
REFERENCE
FREE
Nasdaq (Official)

Official Nasdaq 100 methodology and historical data.

Used for
Nasdaq 100 methodologyHistorical data 1985-present

Coverage:Official Nasdaq data

indexes.nasdaqomx.com
Docs
REFERENCE
Constituent identification

How we determine which companies fill each position in our indexes.

FREE / API / OFICIAL
SEC EDGAR (Government, USA)

Official US SEC filings database since 1993.

Used for
Market cap validationShares outstandingOwnership data (13F, 13D)Insider transactions (Form 4)

Coverage:All US-listed companies, 1993-present

sec.gov/edgar
Docs
ACTIVE
FREE
Yahoo Finance Market Cap

Real-time market cap calculation for ranking constituents.

Used for
Daily market cap ranking for all PA indexesCurrency-adjusted global market caps

Coverage:Global

finance.yahoo.com
Docs
ACTIVE
FREE TIER
SimFin (Fundamentals)

Clean financial fundamentals for ranking validation.

Used for
ROIC validationFCF dataIncome statement verification

Coverage:US-listed primarily

simfin.com
Docs
PLANNED Q2 2026
FREE
Bloomberg Open Symbology (BSYM)

Standardized security identifiers across exchanges.

Used for
Cross-exchange ticker mappingIdentifier validation

Coverage:Global

bsym.bloomberg.com
Docs
REFERENCE
Macro & context data

Economic context that informs our methodology.

FREE / API
World Bank Open Data

Global development and economic indicators.

Used for
Country GDPDemographic trendsGlobal market context
data.worldbank.org
Docs
FREE
IMF Data

International Monetary Fund datasets.

Used for
Sovereign dataCross-country macro
data.imf.org
Docs
FREE / API
OECD Data

Statistics for 38 OECD economies.

Used for
Developed market context
data.oecd.org
Docs
FREE / API
Bureau of Labor Statistics

Official US inflation and employment data.

Used for
CPI contextReal return calculations
bls.gov
Docs
FREE
NBER

Official US recession date definitions.

Used for
Business cycle contextRecession-period analysis
nber.org
Docs
How we update daily

The automated pipeline behind every value.

The automated pipeline that refreshes every Custodios Index index every business day.

  1. STEP 01Daily at 6:00pm ET
    Market close trigger

    GitHub Actions automatically triggers our update workflow at 6:00pm Eastern Time, fifteen minutes after the US market closes. This timing ensures all US closing prices are settled, while still allowing time for European and Asian markets to be picked up from earlier in their session.

  2. STEP 02
    Price collection from primary source

    Python script connects to Yahoo Finance API and downloads closing prices for all unique tickers across Custodios Index's positional indexes. For CI-WORLD10 (10 holdings), this is 10 prices. For CI-WORLD3000, this is 3,000 prices. All in one batch, in under 60 seconds.

  3. STEP 03
    Cross-validation with backup sources

    Each price is cross-checked against Stooq. If discrepancy exceeds 0.5%, Alpha Vantage is queried as a third source. If two of three sources agree within tolerance, we publish. If all three disagree, the index value is flagged for manual review and the previous day's value is held.

  4. STEP 04
    Index value calculation

    For each of the 22 Custodios Index indexes, the script: (a) identifies current constituents per the index methodology, (b) applies the equal-weighted formula with appropriate caps, (c) calculates the index value relative to the base value (100), (d) computes daily return, MTD return, YTD return, and rolling metrics.

  5. STEP 05
    Benchmark comparison

    Each index value is compared against the four reference benchmarks for the same day: S&P 500, MSCI World (URTH ETF as proxy), Nasdaq 100 (QQQ), and S&P 600 (IJR). Daily deltas vs each benchmark are calculated.

  6. STEP 06
    Storage in Supabase

    All values are written to Supabase with timestamps and audit trail. Every value is permanent — historical records are never deleted, only appended. This allows full reproducibility of any index value at any historical date.

  7. STEP 07
    Site refresh

    custodiosindex.com reads from Supabase on every page load. New values appear on the site automatically. No manual intervention required. By 6:30pm ET, all Custodios Index indexes display their updated values.

  8. STEP 08
    Failure handling

    If any step fails, GitHub Actions sends an alert. Previous day's values remain published until issue is resolved. We never publish stale data without flagging it. We never publish data that has not been cross-validated.

Redundancy scenarios

What if a source disappears.

How Custodios Index survives each potential source failure.

ScenarioBackupImpact
Yahoo Finance API downStooq + Alpha VantageZero. Automatic failover, no manual intervention.
Stooq database corruptedYahoo + Alpha VantageZero. Two sources remain.
All three price APIs unavailableEOD Historical Data (paid trial) + manual feed1-day delay maximum. Previous values shown with timestamp.
Damodaran site offlineHistorical data cached locally + Kenneth French + ShillerZero for daily updates. Historical context unaffected.
Supabase outagePostgreSQL backup hosted on Railway/RenderSite loads from backup. Values current to last update.
GitHub Actions failureSelf-hosted runner on Linode/DigitalOceanBackup runner activates automatically.

Our four data commitments

01
Never one source.

Every published number is cross-validated against at least one independent source. Where critical, three.

02
Never stale without disclosure.

If our data is more than 24 hours old, the page displays a timestamp warning. We never silently show stale prices.

03
Never invented.

We never extrapolate values that don't exist. If a constituent didn't trade on a given day, that day shows the previous close, with audit trail.

04
Never undocumented.

Every methodology decision is documented. Every source change is logged. Every audit trail is permanent in our database.

The SMALL family expands our data scope to approximately 1,600 unique global securities. We continue to rely on Yahoo Finance and Stooq as primary sources, supplemented by exchange-specific feeds for smaller market caps.

Find a source
Tier
Type
Region
Showing 33 of 33 sources
Tier 1 — Government Sources

Official sources that will never disappear. The original data Bloomberg and Refinitiv resell.

FREE / API
FRED (Federal Reserve)

800,000+ economic series from the Federal Reserve Bank of St. Louis.

Used for
Inflation contextInterest ratesM2Fed Funds RateGDPRecession dates

Coverage:USA + international macro since 1947

fred.stlouisfed.org
Docs
FREE / API / OFICIAL
SEC EDGAR

All filings from US public companies since 1993.

Used for
10-K and 10-Q filings13F hedge fund holdingsInsider transactions (Form 4)Founder ownership (Schedule 13D/G)

Coverage:All US-listed companies, 1993-present

sec.gov/edgar
Docs
FREE / API
Bureau of Labor Statistics

Official US inflation, employment, and wages data.

Used for
CPIUnemploymentWage growthLabor force participation

Coverage:USA, 1913-present

bls.gov
Docs
FREE / API
Bureau of Economic Analysis

US national income and product accounts.

Used for
GDPPersonal consumptionDisposable income

Coverage:USA, 1929-present

bea.gov
Docs
FREE
U.S. Treasury

Official Treasury rates, debt, and bond data.

Used for
Treasury yieldsFederal debtYield curve

Coverage:USA, 1962-present

treasury.gov
Docs
FREE / API
EIA (Energy Information Admin)

US Energy Information Administration.

Used for
Energy pricesProduction dataCommodity context for CI-ENERGY10

Coverage:Energy markets, 1949-present

eia.gov
Docs
Tier 2 — International Organizations

Multilateral institutions providing global macro data.

FREE / API
World Bank Open Data

Global development and economic indicators.

Used for
Country GDPDemographic trendsTrade data

Coverage:All countries, 1960-present

data.worldbank.org
Docs
FREE
IMF Data

International Monetary Fund datasets.

Used for
Cross-country macroSovereign debtFX reserves

Coverage:190+ countries

imf.org/data
Docs
FREE / API
OECD Data

Statistics for developed economies.

Used for
ProductivityTradeEducationHealth indicators

Coverage:38 OECD member countries

data.oecd.org
Docs
FREE
BIS (Bank for International Settlements)

Central bank coordination, global banking statistics.

Used for
Cross-border lendingBanking statisticsFX market data

Coverage:Global

bis.org
Docs
Tier 3 — Academic Sources

Peer-reviewed data libraries from leading universities.

FREE
Damodaran NYU Stern

Authoritative data on equity risk premiums and historical returns.

Used for
S&P 500 historical returns 1928-2025Equity risk premiumsCountry riskIndustry betas

Coverage:97 years of S&P 500 data, updated annually

pages.stern.nyu.edu/~adamodar
Docs
FREE
Kenneth French Data Library

The academic standard for factor returns since Fama-French.

Used for
Factor returns (value, size, momentum, quality)Industry returns since 1926Methodology validation

Coverage:USA + global factors, 1926-present

mba.tuck.dartmouth.edu/pages/faculty/ken.french
Docs
FREE
Robert Shiller Online Data

Yale Professor Shiller's historical S&P data and CAPE ratio.

Used for
S&P historical valuationsCAPE (cyclically-adjusted P/E)Long-term return validation

Coverage:S&P data since 1871

shillerdata.com
Docs
FREE
NBER

National Bureau of Economic Research — official US recession dates.

Used for
Recession period definitionsBusiness cycle analysis

Coverage:USA business cycles 1854-present

nber.org
Docs
Tier 4 — Market Data

Daily price and fundamental data for all 19 Custodios Index indexes.

FREE / PRIMARY
Yahoo Finance (via yfinance)

Primary source for daily prices across 70+ securities in 8 global exchanges.

Used for
Daily closing pricesMarket cap dataHistorical returnsAll 19 index calculations

Coverage:NYSE, NASDAQ, Euronext, SIX Swiss, Borsa Italiana, LSE, Hong Kong, Tokyo

finance.yahoo.com
Docs
ACTIVE
FREE / BACKUP
Stooq

Alternative price source for redundancy and historical depth.

Used for
Data validationHistorical depth (some series back to 1985)Backup if Yahoo fails

Coverage:Global, deep history

stooq.com
Docs
ACTIVE BACKUP
FREE / OPEN SOURCE
OpenBB Platform

Open source aggregator of 80+ financial data sources.

Used for
Multi-source price validationBackup data layer

Coverage:Global

openbb.co
Docs
PLANNED Q2 2026
FREE TIER
Alpha Vantage

Fundamental data API for US companies.

Used for
Backup for fundamentalsIncome statement validation

Coverage:USA primarily

alphavantage.co
Docs
AVAILABLE
Tier 5 — Sector Data

Specialized data for sectoral indexes (CI-COMPUTE10, CI-ENERGY10, etc.).

FREE
IEA (International Energy Agency)

Global energy production, consumption, and outlook.

Used for
CI-ENERGY10 contextSector trend analysis
iea.org
Docs
FREE
SIA (Semiconductor Industry Assn.)

Global semiconductor industry data.

Used for
CI-COMPUTE10 contextChip market trends
semiconductors.org
Docs
FREE
Zillow Research / Redfin Data Center

US real estate market data.

Used for
Consumer health context for CI-CONSUMER10
zillow.com/research
Docs
FREE
CMS Data

Centers for Medicare & Medicaid Services.

Used for
CI-HEALTH10 contextHealthcare spending trends
cms.gov
Docs
Tier 6 — Alternative Data

Non-traditional signals for forward-looking analysis.

FREE
Google Trends

Search interest by brand, company, or topic.

Used for
Public attention signalsBrand health monitoring
trends.google.com
Docs
FREE
GDELT Project

Real-time global event database.

Used for
Geopolitical contextEvent-driven analysis
gdeltproject.org
Docs
FREE / API
Wikipedia Pageviews

Public attention to companies and topics.

Used for
Attention signalsPublic interest indicators
pageviews.wmcloud.org
Docs
FREE
OpenInsider

US insider buying and selling activity.

Used for
Insider conviction signalsCI-FOUNDER10 validation
openinsider.com
Docs
FREE TIER
WhaleWisdom (free tier)

13F filings analysis — what hedge funds own.

Used for
Hedge fund positioning analysis
whalewisdom.com
Docs
FREE
USPTO Patent Data

US patent database.

Used for
Innovation signalsTechnology adoption tracking
uspto.gov
Docs
LATAM Sources

Latin American data sources for future regional expansion.

FREE
INEGI

Mexico's national statistics institute.

Used for
Mexico macro data
inegi.org.mx
Docs
FREE
Banxico (Banco de México)

Mexico's central bank.

Used for
Mexican monetary policyFX rates
banxico.org.mx
Docs
FREE
CEPAL

UN Economic Commission for Latin America.

Used for
Regional LATAM statistics
cepal.org
Docs
FREE
B3 (Brazil)

Brazilian stock exchange data.

Used for
Brazilian equity data
b3.com.br
Docs
FREE
BMV (Mexico)

Mexican Stock Exchange data.

Used for
Mexican equity data
bmv.com.mx
Docs
How it flows

From raw source to published index value.

01
Daily Collection (6pm ET)

GitHub Actions automatically pulls data from Tier 1-4 sources daily.

02
Validation

Cross-validate prices between Yahoo Finance and Stooq. Flag discrepancies > 0.5%.

03
Calculation

Python calculates each of the 19 indexes using documented methodology.

04
Storage

Values stored in Supabase with full audit trail. Lovable reads daily.

Redundancy is policy

Every Custodios Index index is calculable from at least three independent data sources. If one source disappears, our indexes survive. If our methodology fails on one source, we audit before publishing. We will never publish a value we cannot defend from multiple sources.