canonical: https://jentic.com/apis/financialdatapi.com/financialdatapi

# Financialdatapi Quantora API

The Quantora API retrieves company fundamentals, SEC filings, insider trades, institutional ownership, and macro-economic indicators from a single financial-data backbone, so an application can pull research-grade data without stitching together separate providers. You look up an entity, company, instrument, or indicator by id or alias, read its observations and derived series, and screen companies by fundamentals or entities by macro values. A plain-language question endpoint and country briefs let an agent ask for a figure directly, while provenance and source-health endpoints trace every number back to where it came from.

## For AI agents

Look up company financials, SEC filings, insider trades, institutional ownership, and economic indicators, screen companies by fundamentals, and trace each figure to its source in Quantora. Authenticates with an API key in the x-api-key header or a bearer token.

## Scope

Does not execute trades, stream real-time quotes, or manage brokerage accounts. Use for retrieving company fundamentals, filings, and economic data only.

## Capabilities

- Retrieve a company's financial statements, earnings actuals, and SEC filings by id or ticker lookup
- Read insider trades, institutional ownership, and beneficial-ownership events for a company
- Screen companies by fundamentals, ratios, sector, and industry with the equity screener
- Pull economic indicator series and country macro observations by indicator id or slug
- Ask a plain-language data question and get a figure back without choosing an endpoint first
- Trace any observation to its source and provider through the provenance endpoint

## Use cases

### Agent-Driven Financial Research

An AI agent connected through Jentic answers a research question by resolving the company, reading its financial statements and recent filings, and returning the figures with a provenance link, so a human never has to open a terminal or stitch provider APIs together. Because Quantora returns both raw and derived observations, the agent can report a reported number and a computed ratio in the same turn.

Example prompt: Resolve this ticker to a company, return its most recent revenue and net income, and include a provenance link for each figure

### Equity Screening Pipeline

A screening workflow filters the company universe by fundamentals, valuation ratios, sector, and industry, then reads each match's financials to rank candidates, so an analyst gets a shortlist without manual spreadsheet work. The equity screener and its filter-field endpoint let the workflow discover which criteria are available before building the query.

Example prompt: Screen companies in the healthcare sector with positive earnings and return the ten with the lowest price-to-earnings ratio

### Macro and Economic Monitoring

A monitoring job reads indicator series and country macro observations, watches the economic calendar for upcoming releases, and surfaces changed observations so a dashboard stays current without polling every source. Quantora's canonical and derived indicators give the job a stable identifier to track an indicator across revisions.

Example prompt: Retrieve the latest unemployment-rate observations for a country and list the economic calendar events due in the next seven days

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| GET | `/companies/{idOrLookup}/financials` | Get company financial statements |
| GET | `/companies/{idOrLookup}/filings` | List company SEC filings |
| GET | `/companies/{idOrLookup}/insider-trades` | Get company insider trades |
| GET | `/equity-screener` | Screen companies by fundamentals, ratios, sector, and industry |
| POST | `/ask` | Ask a plain-language data question |
| GET | `/indicators/{indicatorId}/observations` | List indicator observations |
| GET | `/economic-calendar` | List economic calendar events |

## Key resources

- **Companies** — Scored companies with profiles, financial statements, filings, earnings, insider trades, and ownership
- **Indicators** — Economic and macro indicators with series, entities, and derived observations
- **Observations** — Raw, latest, and changed data points with provenance back to their source
- **Screeners** — Macro and equity screeners with discoverable filter fields

## 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:** 53 / 100
- **Maturity:** Foundational
- **Dimensions:**
  - Foundational Compliance: 57 / 100
  - Developer Experience & Jentic Compatibility: 62 / 100
  - AI-Readiness & Agent Experience: 45 / 100
  - Agent Usability: 87 / 100
  - Security: 55 / 100
  - AI Discoverability: 31 / 100
- **View full report:** https://jentic.com/apis/financialdatapi.com/financialdatapi/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 <openapi-url>
```

## Why Jentic

- **Setup:** Wiring the Quantora API by hand means handling its x-api-key or bearer auth, learning which id-or-slug lookups each resource accepts, and paging long observation series yourself. Through Jentic you install once, import Quantora from the API Directory, store the key once, and your agent calls it.
- **Permission scoping:** Quantora is a read-only data API, so you choose which read operations your agent may call: you can allow company and indicator lookups while leaving operational and admin endpoints out. Rules bound which operations run, so the agent reads data and cannot reach anything you did not grant.
- **Credential handling:** Your Quantora 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 company financials' or 'screen companies by fundamentals', and Jentic returns the matching Quantora operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Polygon.io API** — Market data API for real-time and historical stock, options, forex, and crypto prices
- **Finnhub API** — Financial data API covering fundamentals, estimates, and alternative data
- **SEC EDGAR API** — Primary-source filings straight from the SEC EDGAR system

## FAQ

### Is there a Quantora MCP server?

You don't need an MCP server to give your agent the Quantora API. Jentic connects it directly from the API Directory: import it, store your key once, and your agent can look up company financials, screen equities, and read economic indicators straight away, with no extra server to run and no tool definitions sitting in the agent's context.

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

Yes. Quantora is a read API, so you can write a rule that allows only the lookups the agent needs, such as reading company financials and economic indicators, and leaves screening or operational endpoints out. Every call the agent makes is logged, so you can see exactly which figures it pulled.

### What authentication does the Quantora API use?

The Quantora API authenticates with an API key sent in the x-api-key header, or a bearer token, per its OpenAPI spec. A few operational endpoints such as the health and readiness checks need no credential. Through Jentic the key is stored encrypted by your own instance and added at call time, so it never appears in the agent's prompt or logs.

### Can I screen companies by fundamentals with the Quantora API?

Yes. The equity screener filters companies by fundamentals, ratios, sector, and industry, and a companion filter-fields endpoint lists which criteria you can query. An agent can discover the available filters, build a screen, and then read each match's financial statements to rank the results.

### What are the rate limits for the Quantora API?

The OpenAPI spec does not state request rate limits for the Quantora API, though it exposes a rate-limit policy endpoint you can read at runtime. For current published limits and fair-use guidance, check the provider documentation at https://api.financialdatapi.com.

### How do I pull a company's financials through Jentic?

Import the Quantora API from the Jentic API Directory, then have your agent issue a request such as 'get the latest income statement for this company'. Jentic matches the intent to the company-financials operation and returns its input schema so the agent builds the correct request, with your stored key injected at call time. To run it on your own infrastructure, install Jentic One from its GitHub repo.