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Install Jentic One Beta

Connect the Equibles API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Equibles API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

1

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fequibles.com%2Fmain" | sh
2

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fequibles.com%2Fmain" | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Equibles API.

Read quotes for a stock, ETF, or fund by ticker

Pull SEC filings and earnings-call transcripts for a company

Track insider transactions, institutional holdings, and congressional stock trades

Retrieve analyst estimates, dividends, and buyback programs for a stock

Search and screen stocks, ETFs, and funds across exchanges

GET STARTED

Start building with Equibles API

Explore with Jentic One
View OpenAPI Document

Access an ETF's profile and its SEC-reported holdings

Use Cases

Patterns agents use Equibles API for, with concrete tasks.

★ Agent-driven company research

An AI agent builds a research brief on a company by pulling its quote, analyst estimates, dividend history, and latest SEC filings in one pass. Because Equibles also returns earnings-call transcripts, the agent can quote management directly rather than summarizing a headline, grounding the brief in primary sources.

Fetch a ticker's quote, analyst estimates, and latest filings, then summarize the company's outlook

Insider and political trade monitoring

Investors watch who is buying and selling. The API reports insider transactions, institutional holdings, and congressional stock trades, so an agent can monitor a watchlist for notable insider or political activity and flag a ticker when a filing lands.

Pull congressional trades and insider transactions for a ticker and alert when new activity appears

Screening and ETF analysis

Building a shortlist needs screening across many securities at once. Equibles screens stocks by criteria and returns ETF profiles with their SEC-reported holdings, so an agent can narrow a universe to candidates and inspect what an ETF actually holds before recommending it.

Screen stocks for a dividend-yield range, then pull the holdings of a matching ETF

Key Endpoints

162 endpoints — the equibles api serves financial market and company data for stocks, etfs, and funds: quotes, analyst estimates, dividends, buyback programs, and sec filings with earnings-call transcripts.

METHOD

PATH

DESCRIPTION

GET

/v1/quotes

Get market quotes

GET

/v1/stocks/{ticker}/analyst-estimates

Get analyst estimates for a stock

GET

/v1/stocks/{ticker}/dividends

Get a stock's dividends

GET

/v1/stocks/{ticker}/filings

Get a company's SEC filings

GET

/v1/congress/trades

Get congressional stock trades

GET

/v1/etfs

Search ETFs

GET

/v1/etfs/{ticker}/holdings

Get an ETF's holdings

GET

/v1/screener/stocks

Screen stocks by criteria

GET

/v1/quotes

Get market quotes

GET

/v1/stocks/{ticker}/analyst-estimates

Get analyst estimates for a stock

GET

/v1/stocks/{ticker}/dividends

Get a stock's dividends

GET

/v1/stocks/{ticker}/filings

Get a company's SEC filings

GET

/v1/congress/trades

Get congressional stock trades

GET

/v1/etfs

Search ETFs

GET

/v1/etfs/{ticker}/holdings

Get an ETF's holdings

GET

/v1/screener/stocks

Screen stocks by criteria

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring the Equibles API by hand means managing its bearer API key and paging across a large surface of per-ticker endpoints with a shared daily quota. Through Jentic you install once, import it from the API Directory, store the key once, and your agent calls it.

Permission scoping

Tickers and identifiers travel in the URL path, so a rule bounds which operations your agent may call, such as the quote and filings reads for one workflow. You choose the operations it may call, so screening and ownership endpoints are not included unless you add them.

Credential isolation

Your Equibles API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'get analyst estimates' or 'pull SEC filings', and Jentic returns the matching operation with its input schema so the agent calls the right endpoint without reading the reference docs.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

IEX Cloud

→

IEX Cloud provides stock quotes and market data much like Equibles.

Choose IEX Cloud when you prefer its data coverage or already integrate it for quotes.

Alternative

Finage

→

Finage serves real-time stock, forex, and crypto market data as an alternative source.

Choose Finage when you need real-time forex and crypto feeds alongside equities.

Complementary

1Forge

→

1Forge supplies forex rates that complement Equibles' equity and filings data.

Use 1Forge for currency conversion when analyzing securities priced in other currencies.

FAQs

Specific to using Equibles API through Jentic.

What authentication does the Equibles API use?

The Equibles API authenticates with an API key passed as a bearer token in the Authorization header, as declared in its OpenAPI spec. Through Jentic the key is stored encrypted by your own Jentic One instance and injected when a call runs, so it never reaches the agent's prompt or logs.

Can I get SEC filings and earnings-call transcripts with this API?

Yes. Equibles returns a company's SEC filings and the transcripts of its earnings calls, including speaker-labelled transcript lines, so an agent can read and quote primary sources directly.

What are the rate limits for the Equibles API?

The OpenAPI spec notes that requests draw on your plan's daily quota, but it does not publish a fixed per-second limit. Check the vendor documentation at equibles.com for your plan's quota before running large backfills.

Is there an Equibles MCP server?

You do not need an MCP server to give your agent the Equibles API. Jentic connects it directly from the API Directory: import it, store your API key once, and your agent queries market and company data on demand.

Can I limit what my agent is allowed to do with the Equibles API?

Yes. The whole surface is read-only data, and you still choose the operations the agent may call, so a rule can allow only the quote and filings reads for a workflow and leave screening, ownership, and transcript endpoints out, with every call logged.

How do I research a company with this API through Jentic?

Search Jentic for an intent like 'get a stock's analyst estimates' and it returns the matching operation with its input schema, then your agent calls it with the API key Jentic injects at runtime. To run it on your own infrastructure, install Jentic One from its GitHub repo.

APIs / Analytics / Equibles API
Equibles API logo

Equibles API

45
AI ReadinessFoundational (D)45/100
See full scorecard
Official vendor OpenAPI document · agent-readyAnalyticsBusiness IntelligenceapiKey162 EndpointsREST

For Agents

Query Equibles for stock and ETF quotes, analyst estimates, dividends, SEC filings and transcripts, insider and congressional trades, holdings, and screening.

Use for: Get the latest quote for a stock ticker, Pull a company's recent SEC filings, Read the analyst estimates for a stock, Find congressional trades in a given ticker

Not supported: Does not execute trades, hold brokerage accounts, or custody assets. Use for reading financial market and company data only.

The Equibles API serves financial market and company data for stocks, ETFs, and funds: quotes, analyst estimates, dividends, buyback programs, and SEC filings with earnings-call transcripts. It tracks insider transactions, institutional holdings, and congressional stock trades, and it screens and searches securities across exchanges. It is a read-oriented data source an agent can query to research a company or market without scraping filings by hand.

Jentic One on GithubView OpenAPI Document

Jentic AI Readiness Score

This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use.

E

Equibles API

- Foundational (D)
45/100
98
Foundational Compliance
63
Developer Experience & Jentic Compatibility
22
AI-Readiness & Agent Experience
61
Agent Usability
60
Security
60
AI Discoverability
Powered by JenticScoring Framework 1.0.0 | Scoring Engine 0.4.2
Show dimension breakdown
98

Foundational Compliance

Base layer of spec validity and structural soundness.

Grade: A+Signals: 4
91%

Lint Results

Aggregated quality score from linter diagnostics, weighted by severity.

100%

Resolution Completeness

Percentage of `$ref` references that resolve successfully.

100%

Specification Validity

Checks whether the API description parses successfully and conforms to its declared specification (e.g., OpenAPI).

100%

Structural Integrity

Structural correctness score based on schema issues using logarithmic dampening.

63

Developer Experience & Jentic Compatibility

Clarity, completeness, and ingestion readiness for developers and tooling.

Grade: B-Signals: 4
0%

Example Density

How richly the API is illustrated with examples.

100%

Example Validity

Percentage of examples that conform to their schemas.

52%

Response Coverage

Percentage of operations with complete response definitions (success, client error, server error).

100%

Tooling Readiness

Health of API ingestion, bundling, and resolution within Jentic pipelines.

22

AI-Readiness & Agent Experience

Semantic breadth, depth, and agent comprehension for AI systems.

Grade: FSignals: 4
39%

Description Coverage

Coverage of descriptions across API elements.

0%

Error Standardization

Coverage of RFC 9457 Problem Details for error responses.

0%

OperationId Quality

Coverage, uniqueness, and casing consistency of operationIds for AI inference.

49%

Summary Coverage

Coverage of summaries across operations/tags/info.

61

Agent Usability

Functional utility, complexity comfort, and AI orchestration readiness.

Grade: B-Signals: 1
61%

Complexity Comfort

Agent comfort level based on API operational and structural complexity.

60

Security

Trust, risk posture, and security compliance.

Grade: B-Signals: 1
60%

Authentication Strength

Average quality of security schemes based on authentication method strength (weakest link for OAuth2).

60

AI Discoverability

Findability, semantic richness, and reasoning readiness.

Grade: B-Signals: 1
60%

Descriptive Richness

Clarity and depth of descriptions across API elements.

View full reportHow the score is calculatedMore about the dimensions

Score it yourself

Every API in the directory is allowlisted, so you can re-score it with no key required.

Score your own APIScoring CLI agent skill
npx @jentic/api-scorecard-cli score <openapi-url>