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Financial Datasets

By Financial Datasets Finance

Real-time and historical financial data: stock prices, financial statements, SEC filings, news, analyst estimates, earnings, institutional and insider activity, IPOs, KPIs, index funds, and interest rates.

Available tools

Get Activist Investors

Get activist investor stakes from SEC Schedule 13D filings. Requires ticker or filer_cik. Coverage is sparse: an empty array is a normal result and does not indicate an error.

Get All Financial Statements

Get all financial statements (income, balance sheet, cash flow) for a company in one request.

Get Analyst Estimates

Get analyst consensus estimates for a company, including revenue and earnings forecasts.

Get Available Filing Items

List the valid filing item codes (e.g. Item-1A Risk Factors, Item-7 MD&A) with their titles and descriptions, for use with get_filing_items.

Get Balance Sheets

Get balance sheets for a company, including total assets, liabilities, equity, and more. Some fields may be null where the provider lacks coverage (e.g. trade_and_non_trade_receivables, goodwill_and_intangible_assets) - always null-check.

Get Beneficial Owners

Get holders of more than 5 percent of a US public company, from SEC Schedules 13D and 13G. Requires ticker or filer_cik. Mega-caps may legitimately return few or no rows.

Get Cash Flow Statements

Get cash flow statements for a company, including operating, investing, and financing cash flows.

Get Company Facts

Get company facts for a ticker, such as name, description, sector, industry, market cap, and more.

Get Company KPIs

Get company-reported key performance indicators and non-GAAP operating metrics (e.g. subscriber counts, same-store sales, ARR).

Get Company News

Get recent news articles for a company from sources like The Motley Fool, Reuters, Investing.com, and more.

Get Current Stock Price

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

Get Earnings

Get quarterly and annual earnings for a company, including actual EPS, estimated EPS, surprise, and report dates.

Get Earnings Coverage Tickers

List every ticker covered by the earnings dataset. Takes no parameters. Use this to confirm a company is covered before calling get_earnings.

Get Filing Items

Get the raw text of a specific section of an SEC filing. Requires the fiscal year. Items use codes, not names: Item-1 = Business, Item-1A = Risk Factors, Item-7 = MD&A, Item-8 = Financial Statements. Call get_available_filing_items to list valid codes for a filing type.

Get Financial Metrics Snapshot

Get a real-time snapshot of key financial metrics and ratios for a stock, including valuation (P/E, P/B, EV/EBITDA), profitability (margins, ROE, ROA), efficiency, liquidity, leverage, growth, and per-share metrics.

Get Historical Financial Metrics

Get historical financial metrics for a ticker: valuation, profitability, efficiency, liquidity, leverage, growth and per-share. Some fields may be null where coverage is missing (e.g. interest_coverage, receivables_turnover) - always null-check.

Get Historical Interest Rates

Get the historical policy interest rate series for a central bank. Filtering by bank works correctly here. bank is optional and defaults to FED. Case-insensitive.

Get Historical Stock Prices

Get historical end-of-day price data for a stock. Supports day, week, month and year intervals (no intraday).

Get IPOs

Get IPO, SPAC, shell company and resale registration filings. Ticker filters are narrow and often return nothing; omit ticker for a broader recent list.

Get Income Statements

Get income statements for a company, including revenue, net income, EPS, and more.

Get Index Fund Holdings

Two distinct modes. Pass ticker for a FUND (SPY, VOO) to list that fund holdings. Pass holding for a STOCK (AAPL) to find which funds hold it. Passing a stock ticker to ticker returns an empty list, because a stock is not a fund.

Get Insider Ownership

Get insider ownership positions from SEC Forms 3 and 5 (holdings, not transactions). Use get_insider_trades for buys and sells.

Get Insider Trades

Get insider trades (buys and sells) for a company by company insiders.

Get Institutional Holdings

Get institutional holdings from 13F filings. Provide a ticker to see who holds a stock, or a filer_cik to see a specific institution's portfolio. Replaces the deprecated institutional-ownership API.

Get Interest Rate Banks

List the central bank codes supported by the interest rate tools.

Get Interest Rates Snapshot

Get current policy interest rates for all covered central banks. NOTE: bank is optional and the provider currently IGNORES it here, always returning every bank - filter client-side. For a genuinely bank-filtered series use get_interest_rates.

Get KPI Guidance

Get forward-looking management guidance on company KPIs and financial targets. Coverage is sparse: an empty array is a normal result and does not indicate an error. Some companies (including AAPL) issue no formal guidance.

Get Market Snapshot

Get a real-time price snapshot for the overall market.

Get Non-GAAP KPIs

Get non-GAAP financial metrics for a company with GAAP reconciliation context, including the GAAP equivalent measure and the key adjustments management excluded.

Get SEC Filings

Get SEC filings for a company. Optionally filter by filing type (10-K, 10-Q, 8-K).

Get Segmented Financials

Get segmented financial data for a company broken down by business segment or geography.

Search Financials (Screener)

Screen for companies by financial metrics. Filterable fields include revenue, net_income, total_assets, free_cash_flow and market_cap. IMPORTANT: ticker is NOT filterable here - to fetch named tickers use search_line_items with a tickers array.

Search Institutional Investors

Look up institutional investors (13F filers) by name to find their filer_cik for use with get_institutional_holdings.

Search Line Items

Fetch specific financial line items across one or more tickers in a single request. Efficient for side-by-side comparisons.

Example prompts

Show me Apple's income statement for the last 4 quarters
What is Tesla's current stock price?
Compare Google and Meta's revenue growth over the past 3 years
Get the latest SEC 10-K filing for Microsoft
What are the current interest rates from major central banks?
Show me insider trades for NVDA
Who are the top institutional holders of AAPL?
Find stocks with revenue greater than $10B and net margin above 20%
Show me the risk factors from Apple's latest 10-K
Which index funds hold the most NVDA?

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Details

Version 1.0.0
Updated Aug 19, 2026
Category Finance
Publisher Financial Datasets

Features

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