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Financial Datasets

Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.

30 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Get As-Reported FinancialsFINANCIAL_DATASETS_AI_GET_AS_REPORTED_FINANCIALS
Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
Get Beneficial OwnershipFINANCIAL_DATASETS_AI_GET_BENEFICIAL_OWNERSHIP
Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
Get Company FactsFINANCIAL_DATASETS_AI_GET_COMPANY_FACTS
Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
Get Company KPIsFINANCIAL_DATASETS_AI_GET_COMPANY_KPIS
Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
Get EarningsFINANCIAL_DATASETS_AI_GET_EARNINGS
Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
Get Financial MetricsFINANCIAL_DATASETS_AI_GET_FINANCIAL_METRICS
Return 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 StatementsFINANCIAL_DATASETS_AI_GET_FINANCIAL_STATEMENTS
Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
Get GPU PricesFINANCIAL_DATASETS_AI_GET_GPU_PRICES
Return 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 HoldingsFINANCIAL_DATASETS_AI_GET_INDEX_FUND_HOLDINGS
Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
Get InflationFINANCIAL_DATASETS_AI_GET_INFLATION
Return the latest CPI values for all or one inflation series, or monthly history for one series.
Get Insider OwnershipFINANCIAL_DATASETS_AI_GET_INSIDER_OWNERSHIP
Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
Get Institutional HoldingsFINANCIAL_DATASETS_AI_GET_INSTITUTIONAL_HOLDINGS
Return one page of SEC 13F holdings by institution CIK or held-company ticker.
Get Interest RatesFINANCIAL_DATASETS_AI_GET_INTEREST_RATES
Return 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 MarketFINANCIAL_DATASETS_AI_GET_LABOR_MARKET
Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
Get Price HistoryFINANCIAL_DATASETS_AI_GET_PRICE_HISTORY
Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
Get Price SnapshotFINANCIAL_DATASETS_AI_GET_PRICE_SNAPSHOT
Return a real-time price snapshot for one ticker or snapshots for the broad market.
Get SEC Filing ItemsFINANCIAL_DATASETS_AI_GET_SEC_FILING_ITEMS
Extract 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 FinancialsFINANCIAL_DATASETS_AI_GET_SEGMENTED_FINANCIALS
Return one page of company-reported business or product segments for one statement family or all statements.
Get Treasury Yield CurveFINANCIAL_DATASETS_AI_GET_TREASURY_YIELD_CURVE
Return 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 IdentifiersFINANCIAL_DATASETS_AI_LIST_DATASET_IDENTIFIERS
List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
List Filing OptionsFINANCIAL_DATASETS_AI_LIST_FILING_OPTIONS
List 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 omitted it.
List Insider TradesFINANCIAL_DATASETS_AI_LIST_INSIDER_TRADES
Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
List IPO FilingsFINANCIAL_DATASETS_AI_LIST_IPOS
Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
List Macro OptionsFINANCIAL_DATASETS_AI_LIST_MACRO_OPTIONS
List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
List NewsFINANCIAL_DATASETS_AI_LIST_NEWS
Return one page of recent company-specific or broad-market news articles.
List Screener FiltersFINANCIAL_DATASETS_AI_LIST_SCREENER_FILTERS
List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
List SEC FilingsFINANCIAL_DATASETS_AI_LIST_SEC_FILINGS
Return one page of SEC filing metadata and source URLs with optional company and form filters.
Screen CompaniesFINANCIAL_DATASETS_AI_SCREEN_COMPANIES
Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
Search Financial Line ItemsFINANCIAL_DATASETS_AI_SEARCH_FINANCIAL_LINE_ITEMS
Return selected financial line items for one or more company tickers and a reporting period type.
Search Institutional InvestorsFINANCIAL_DATASETS_AI_SEARCH_INSTITUTIONAL_INVESTORS
Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.