Financial Datasets for AI agents
Agents read Financial Datasets at once. Changes and sends are held for a person's approval by default.
About Financial Datasets
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
What an agent can do in Financial Datasets
Every Financial Datasets action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Financial Datasets without asking first. 30 actions.
- Get As-Reported FinancialsReturn one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
- Get Beneficial OwnershipReturn one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
- Get Company FactsReturn a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
- Get Company KPIsReturn one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
- Get EarningsReturn one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
- Get Financial MetricsReturn a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.
- Get Financial StatementsReturn one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
- Get GPU PricesReturn today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.
- Get Index Fund HoldingsReturn one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
- Get InflationReturn the latest CPI values for all or one inflation series, or monthly history for one series.
- Get Insider OwnershipReturn one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
- Get Institutional HoldingsReturn one page of SEC 13F holdings by institution CIK or held-company ticker.
Show all 30
- Get Interest RatesReturn a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue.
- Get Labor MarketReturn the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
- Get Price HistoryReturn one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
- Get Price SnapshotReturn a real-time price snapshot for one ticker or snapshots for the broad market.
- Get SEC Filing ItemsExtract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.
- Get Segmented FinancialsReturn one page of company-reported business or product segments for one statement family or all statements.
- Get Treasury Yield CurveReturn the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page.
- List Dataset IdentifiersList every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
- List Filing OptionsList supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery
- List Insider TradesReturn one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
- List IPO FilingsReturn one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
- List Macro OptionsList valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
- List NewsReturn one page of recent company-specific or broad-market news articles.
- List Screener FiltersList all financial fields, company classifications, and comparison operators currently accepted by the company screener.
- List SEC FilingsReturn one page of SEC filing metadata and source URLs with optional company and form filters.
- Screen CompaniesFind companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
- Search Financial Line ItemsReturn selected financial line items for one or more company tickers and a reporting period type.
- Search Institutional InvestorsFind institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 0 actions.
None in this connector.
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Financial Datasets questions
Can an agent change data in Financial Datasets on its own?
Not by default. Changes and sends in Financial Datasets are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Financial Datasets?
This connector lists 30 read actions. Reads run at once, without waiting for approval.
How does Financial Datasets connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.