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Financial Datasets

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OpenAPI

Endpoints

Endpoint details are saved from the OpenAPI document. Authentication requirements and prices are advertised information, not a verified payment or access guarantee. The document may contain additional endpoints.Open OpenAPI document
GET/financial-datasets/activist-ownership

Get activist stakes (SEC Schedule 13D: holders of more than 5% of a class of shares with intent to influence control), one row …

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GET/financial-datasets/beneficial-ownership

Get beneficial-ownership stakes (SEC Schedules 13D and 13G: holders of more than 5% of a class of shares), one row per reportin…

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GET/financial-datasets/company/facts

Get company facts for a ticker.

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GET/financial-datasets/company/facts/ciks

Returns a list of available CIKs for the company facts endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/company/facts/tickers

Returns a list of available tickers for the company facts endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/earnings

Get the most recent earnings snapshot for a ticker. Optional change fields are returned only when available.

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GET/financial-datasets/earnings/tickers

Returns a list of available tickers for the earnings endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/filings

Get SEC filings for a company.

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GET/financial-datasets/filings/ciks

Returns a list of available CIKs for the filings endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/filings/items

Get the raw text Items from an SEC filing.

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GET/financial-datasets/filings/items/requests/{request_id}

Poll the result of a filing items request that returned 202 Accepted. While the filing is being prepared this returns a process…

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GET/financial-datasets/filings/items/types

Returns a list of extractable item sections for 10-K, 10-Q, and 8-K filings. This endpoint is free and does not require authent…

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GET/financial-datasets/filings/tickers

Returns a list of available tickers for the filings endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/filings/types

Returns a sorted list of valid SEC filing types (e.g., 10-K, 10-Q, 8-K). This endpoint is free and does not require authenticat…

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GET/financial-datasets/financial-metrics

Get financial metrics for a ticker, including valuation, profitability, efficiency, liquidity, leverage, growth, and per share …

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GET/financial-datasets/financial-metrics/snapshot

Get the real-time financial metrics snapshot for a stock, including valuation ratios, profitability, efficiency, liquidity, lev…

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GET/financial-datasets/financial-metrics/snapshot/tickers

Returns a list of available tickers for the financial metrics snapshot endpoint. This endpoint is free and does not require aut…

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GET/financial-datasets/financials

Get all financial statements for a ticker.

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GET/financial-datasets/financials/as-reported

Get the as-filed hierarchies for income statement, balance sheet, and cash flow statement in a single API call. Each period con…

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GET/financial-datasets/financials/balance-sheets

Get balance sheets for a ticker.

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GET/financial-datasets/financials/balance-sheets/as-reported

Get the as-filed balance sheet hierarchy. Each line item is returned exactly as it appears on the face of the 10-K or 10-Q, wit…

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GET/financial-datasets/financials/balance-sheets/segments

Get balance sheet segment breakdowns (assets, goodwill, long-lived assets) by business segment.

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GET/financial-datasets/financials/cash-flow-statements

Get cash flow statements for a ticker.

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GET/financial-datasets/financials/cash-flow-statements/as-reported

Get the as-filed cash flow statement hierarchy. Each line item is returned exactly as it appears on the face of the 10-K or 10-…

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GET/financial-datasets/financials/cash-flow-statements/segments

Get cash flow statement segment breakdowns (capital expenditure) by business segment.

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GET/financial-datasets/financials/income-statements

Get income statements for a ticker.

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GET/financial-datasets/financials/income-statements/as-reported

Get the as-filed income statement hierarchy. Each line item is returned exactly as it appears on the face of the 10-K or 10-Q, …

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GET/financial-datasets/financials/income-statements/segments

Get income statement segment breakdowns (revenue, operating income, depreciation) by product and business segment.

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POST/financial-datasets/financials/search/line-items

Search for specific financial metrics across income statements, balance sheets, and cash flow statements for a list of tickers.

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POST/financial-datasets/financials/search/screener

Search for stocks by filtering across financial metrics from income statements, balance sheets, and cash flow statements.

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GET/financial-datasets/financials/search/screener/filters

Returns a list of available filter fields, valid values, and operators for the stock screener endpoint. This endpoint is free a…

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GET/financial-datasets/financials/segments

Get segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single API ca…

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GET/financial-datasets/index-funds

Query fund holdings in two directions. Provide exactly one of `ticker` or `holding`. `?ticker=SPY` returns a fund's constituent…

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GET/financial-datasets/index-funds/tickers

Returns the list of fund ticker symbols available in the API. No API key required.

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GET/financial-datasets/insider-ownership

Get insider ownership statements from SEC Forms 3 and 5, one row per reported holding. Positions are returned as reported per f…

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GET/financial-datasets/insider-trades

Get insider trades like buys and sells for a ticker by a company insider.

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GET/financial-datasets/institutional-holdings

Query 13F institutional holdings by filer CIK or by held ticker. Provide exactly one of `filer_cik` or `ticker`. When no `repor…

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GET/financial-datasets/institutional-holdings/investors

Returns up to 100 distinct institutional filers (CIK + name). Use the optional `name` parameter for case-insensitive prefix sea…

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GET/financial-datasets/institutional-holdings/tickers

Returns the list of ticker symbols that appear as held securities across 13F filings. No API key required.

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GET/financial-datasets/ipos

Get SEC registration statements (Form S-1 and S-1/A), newest filings first. Every filing is classified (ipo, shell_company, spa…

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GET/financial-datasets/kpi/guidance

Get structured forward guidance from earnings releases. Returns ranges, point estimates, and directional signals.

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GET/financial-datasets/kpi/metrics

Get sector-specific operational KPIs for a ticker. Includes metrics like load factor, CET1 ratio, same-store sales, FFO per sha…

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GET/financial-datasets/kpi/metrics/sectors

Returns a list of sectors that have KPI metrics available.

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GET/financial-datasets/kpi/metrics/tickers

Returns a list of tickers that have KPI metrics available.

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GET/financial-datasets/kpi/non-gaap

Get non-GAAP financial metrics with GAAP equivalents and key adjustments.

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GET/financial-datasets/macro/interest-rates

Historical interest rates for all major central banks in the world.

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GET/financial-datasets/macro/interest-rates/banks

Returns a list of available central bank codes for the interest rates endpoints. This endpoint is free and does not require aut…

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GET/financial-datasets/macro/interest-rates/snapshot

Get the current interest rates from all major central banks in the world.

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GET/financial-datasets/news

Get recent news articles for a specific company or the broad market. Pass a ticker for company-specific news, or omit the ticke…

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GET/financial-datasets/prices

Get end-of-day (EOD) historical price data for stocks.

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GET/financial-datasets/prices/snapshot

Get the real-time price snapshot for a stock, including the current price, day change, and day change percent.

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GET/financial-datasets/prices/snapshot/market

Get the real-time price snapshot for the entire market. Requires an active subscription.

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GET/financial-datasets/prices/snapshot/tickers

Returns a list of available tickers for the price snapshot endpoint. This endpoint is free and does not require authentication.

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GET/financial-datasets/prices/tickers

Returns a list of available tickers for the prices endpoint. This endpoint is free and does not require authentication.

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