canonical: https://jentic.com/apis/financialdatasets.ai/financial-datasets # Financial Datasets API The Financial Datasets API gives AI agents structured stock market data covering thousands of tickers over decades. Agents pull historical and real-time equity and crypto prices, income statements, balance sheets, and cash flow statements, plus financial metrics, earnings, and analyst estimates. They also read insider trades, institutional ownership, SEC filings, company facts, and macro series such as central-bank interest rates. A set of public reference endpoints lists the available tickers, CIKs, and filing types, while the data operations authenticate with an X-API-KEY header. ## For AI agents Pull prices, financial statements, filings, insider trades, and macro data for public companies. Data operations authenticate with an X-API-KEY header. ## Scope Does not place trades or manage a portfolio. Use for market, fundamental, and filing data retrieval only. ## Capabilities - Retrieve historical and real-time stock and crypto prices - Pull income statements, balance sheets, and cash flow statements - Get financial metrics, earnings snapshots, and analyst estimates - Read insider trades and institutional ownership holdings - Fetch SEC filings, filing items, and company facts - Read macro series such as central-bank interest rates - Screen financial statements and search specific line items ## Use cases ### Agent Financial Research via Jentic AI agents gather market data through Jentic without holding the API key in context. An agent searches by intent, receives the matching operation schema, and pulls prices, statements, or filings for a research task end to end. Jentic injects the key at execution time, so the agent never sees the secret while it assembles the data it needs. Example prompt: Search Jentic for 'get a stock price from Financial Datasets', load the GET /prices schema, and fetch prices with Jentic-managed credentials ### Automated Fundamental Analysis An agent builds a fundamental picture of a company by pulling its income statements, balance sheets, and cash flow statements, then layering on financial metrics and analyst estimates. Because the API returns structured statements across many years, the agent can compute trends and ratios without scraping filings by hand. Example prompt: Call GET `/financials/income-statements` and GET `/financials/balance-sheets` to assemble the fundamentals for a ticker ### Filing and Insider Monitoring An agent watches a set of companies by pulling their latest SEC filings and recent insider trades on a schedule, flagging anything notable. The API exposes filings and insider-trade endpoints directly, so the agent can surface disclosures without polling the SEC website itself. Example prompt: Call GET /filings and GET /insider-trades for each watched company and flag new disclosures ## Key endpoints | Method | Path | Description | | --- | --- | --- | | GET | `/prices` | Get historical stock price data | | GET | `/financials/income-statements` | Get income statements | | GET | `/financials/balance-sheets` | Get balance sheets | | GET | `/insider-trades` | Get insider trades | | GET | `/filings` | Get SEC filings | | GET | `/news` | Get news articles | | GET | `/earnings` | Get an earnings snapshot | ## Key resources - **Prices** — Historical and real-time equity and crypto price data - **Financials** — Income statements, balance sheets, cash flow statements, and financial metrics - **Filings and insider data** — SEC filings, filing items, insider trades, and institutional ownership - **Reference listings** — Public endpoints that list available tickers, CIKs, and filing types ## 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:** 67 / 100 - **Maturity:** AI-Aware - **Dimensions:** - Foundational Compliance: 93 / 100 - Developer Experience & Jentic Compatibility: 60 / 100 - AI-Readiness & Agent Experience: 54 / 100 - Agent Usability: 94 / 100 - Security: 50 / 100 - AI Discoverability: 74 / 100 - **View full report:** https://jentic.com/apis/financialdatasets.ai/financial-datasets/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 Financial Datasets API by hand means setting the X-API-KEY header, choosing among dozens of price, statement, and filing endpoints, and paging results yourself. Through Jentic you install once, import the Financial Datasets API from the API Directory, store the key, and your agent calls it. - **Permission scoping:** This API is read-only, and you choose which operations your agent may call, so a rule can allow price and financial-statement lookups while withholding insider-trade or ownership data. Scoping is by operation, so the agent reaches only the endpoints you approve. - **Credential handling:** Your Financial Datasets 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 a stock price' or 'pull an income statement', and Jentic returns the matching Financial Datasets operation with its input schema so the agent calls the right endpoint without browsing the reference docs. ## Related APIs - **Polygon.io** — Alternative market data API for stocks, options, and crypto - **Alpha Vantage** — Alternative stock and forex market data API - **Finnhub** — Alternative financial data API for prices and fundamentals ## FAQ ### What authentication does the Financial Datasets API use? The Financial Datasets API authenticates its data operations with an API key sent in the `X-API-KEY` header, per its OpenAPI spec. A set of public reference endpoints that list available tickers, CIKs, and filing types need no key. Through Jentic, the key is stored encrypted by your own Jentic One instance and injected at call time, so it never enters the agent's prompt or logs. ### Can I get financial statements with the Financial Datasets API? Yes. Retrieve income statements with GET `/financials/income-statements`, balance sheets with GET `/financials/balance-sheets`, and historical prices with GET /prices. ### What are the rate limits for the Financial Datasets API? The OpenAPI spec does not specify rate limits; check the Financial Datasets documentation for current limits. Through Jentic, requests run from your own instance, so you control the pacing of the agent's calls. ### How do I get a stock price with the Financial Datasets API through Jentic? Search Jentic for 'get a stock price from Financial Datasets', load the returned GET /prices operation with its input schema, and your agent fetches the data with credentials injected at call time. To run it on your own infrastructure, install Jentic One from its GitHub repo. ### Is there a Financial Datasets MCP server? You don't need an MCP server to give your agent the Financial Datasets API. Jentic connects it directly from the API Directory: import it, store your key, and your agent calls it, discovering operations on demand instead of loading a separate server's tool definitions into its context. ### Can I limit what my agent is allowed to do with the Financial Datasets API? Yes. This API is read-only, and you choose which operations your agent may call, so you can grant price and filing lookups while withholding insider-trade or institutional-ownership data. The agent invokes only the endpoints on your allow list and nothing more.