canonical: https://jentic.com/apis/equibles.com/main # Equibles API 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. ## For AI agents Query Equibles for stock and ETF quotes, analyst estimates, dividends, SEC filings and transcripts, insider and congressional trades, holdings, and screening. ## Scope Does not execute trades, hold brokerage accounts, or custody assets. Use for reading financial market and company data only. ## Capabilities - 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 - Access an ETF's profile and its SEC-reported holdings ## Use cases ### 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. Example prompt: 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. Example prompt: 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. Example prompt: Screen stocks for a dividend-yield range, then pull the holdings of a matching ETF ## Key endpoints | 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 | ## Key resources - **Quotes** — Market quotes for stocks, ETFs, and funds - **Filings** — SEC filings and earnings-call transcripts for companies - **Ownership** — Insider transactions, institutional holdings, and congressional trades - **Estimates and events** — Analyst estimates, dividends, and buyback programs - **Screening and ETFs** — Stock screening, search, and ETF profiles with holdings ## AI readiness 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. - **Score:** 45 / 100 - **Maturity:** Foundational - **Dimensions:** - Foundational Compliance: 98 / 100 - Developer Experience & Jentic Compatibility: 63 / 100 - AI-Readiness & Agent Experience: 22 / 100 - Agent Usability: 61 / 100 - Security: 60 / 100 - AI Discoverability: 60 / 100 - **View full report:** https://jentic.com/apis/equibles.com/main/scorecard - **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/ - **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview ### Score it yourself Every API in the directory is allowlisted, so you can re-score it with no key required. - **Score your own API:** https://jentic.com/scorecard.md - **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md ```sh npx @jentic/api-scorecard-cli score ``` ## Why Jentic - **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 handling:** 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. - **Discovery method:** 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 - **IEX Cloud** — IEX Cloud provides stock quotes and market data much like Equibles. - **Finage** — Finage serves real-time stock, forex, and crypto market data as an alternative source. - **1Forge** — 1Forge supplies forex rates that complement Equibles' equity and filings data. ## FAQ ### 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.