canonical: https://jentic.com/apis/iexcloud.io/iexcloud

# IEX Cloud API

Jentic publishes the only available OpenAPI specification for IEX Cloud API, keeping it validated and agent-ready. IEX Cloud provides financial market data covering real-time and historical stock quotes, intraday and daily prices, company fundamentals, financial statements, news, and reference data. Agents can query single-symbol or batch endpoints, pull income statements, balance sheets and cash flow statements, retrieve dividends and splits, and access market reference data including symbol lists and sectors. The spec also includes a sandbox server for testing without consuming production credits.

## For AI agents

Pull real-time and historical stock quotes, financial statements, company news, and market reference data through IEX Cloud's market data API.

## Scope

Does not place trades, manage portfolios, or stream order book data - use for stock quotes, fundamentals, and historical price data only.

## Capabilities

- Retrieve real-time stock quotes for single or batched symbols via `/stock/{symbol}/quote`
- Pull historical price ranges and intraday minute bars for backtesting and charting
- Access income statement, balance sheet, and cash flow data per company
- Stream company news, dividends, and splits for portfolio monitoring
- Query market-wide reference data including symbol universe and sector lists
- Test integrations against the sandbox server before consuming production credits

## Use cases

### Portfolio Quote Dashboard

Power a portfolio dashboard that displays live quotes, day change, and key stats for a watchlist of equities. The batch endpoint at `/stock/{symbol}/batch` lets one call return quote, news, and stats together, minimising request count and IEX message-credit consumption. Designed for retail investing apps, internal trading dashboards, and AI portfolio assistants.

Example prompt: Call `/stock/{symbol}/batch` for ['AAPL','MSFT','GOOGL'] requesting types=quote,news,stats and surface the results in a summary.

### Historical Backtesting Data

Pull adjusted historical prices for backtesting trading strategies. The `/stock/{symbol}/chart/{range}` endpoint returns OHLCV data over ranges from 1 day to multi-year, with optional intraday granularity. Quants and AI agents use it to score strategy hypotheses before deploying capital.

Example prompt: Fetch `/stock/TSLA/chart/1y` and compute the 50-day moving average from the close prices.

### Fundamentals and Earnings Research

Build automated equity research workflows that ingest income statements, balance sheets, and cash flow statements per ticker. Combined with `/stock/{symbol}/stats` and news, an agent can generate a one-page company brief for any covered symbol in seconds.

Example prompt: Pull income, balance-sheet, and cash-flow statements for MSFT and summarise year-over-year revenue growth.

### AI Agent Market Briefing

An AI agent surfaces a daily market briefing for a user's holdings: latest price, day move, recent news, and key stats. Through Jentic, the agent discovers the IEX batch operation in one search and pipes the response into the briefing template, with the API key kept in your Jentic One instance.

Example prompt: Use Jentic to call `/stock/{symbol}/batch` for the user's 5 holdings and produce a one-paragraph daily briefing per ticker.

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| GET | `/stock/{symbol}/quote` | Get a real-time quote for a symbol |
| GET | `/stock/{symbol}/batch` | Batch multiple data types in one call |
| GET | `/stock/{symbol}/chart/{range}` | Historical OHLCV prices for a range |
| GET | `/stock/{symbol}/intraday-prices` | Intraday minute-bar prices |
| GET | `/stock/{symbol}/financials` | Income, balance, and cash flow summary |
| GET | `/stock/{symbol}/stats` | Key statistics for a symbol |
| GET | `/stock/{symbol}/company` | Company profile and metadata |

## Key resources

- **Quote** — Real-time and delayed quotes for single symbols or batches.
- **Charts** — Historical OHLCV ranges and intraday minute bars.
- **Financials** — Income statement, balance sheet, and cash flow data.
- **News & Stats** — Company news, key statistics, dividends, and splits.
- **Reference Data** — Symbol universe, sectors, and market metadata.

## Why Jentic

- **Setup:** Wiring IEX Cloud by hand means passing its token as a query parameter, choosing between the production cloud host and the sandbox host, and building each stock path yourself. Through Jentic you install once, import the IEX Cloud API from the API Directory, store the token once, and your agent calls it.
- **Permission scoping:** IEX Cloud puts the ticker symbol in the URL path (`/stock/{symbol}/quote`, `/stock/{symbol}/financials`), so a rule can pin your agent to the read operations it needs for a symbol, such as quotes, charts, and company stats. Because you choose the allowed operations, the agent only ever reads market data you have named.
- **Credential handling:** Your IEX Cloud token 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 quote' or 'pull historical prices', and Jentic returns the matching IEX Cloud operation with its parameter schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Polygon.io API** — Polygon.io offers tick-level real-time and historical market data with WebSocket streaming.
- **Alpha Vantage API** — Alpha Vantage is a budget-friendly alternative for quotes, technical indicators, and FX data.
- **Alpaca Broker API** — Alpaca executes trades on the data IEX Cloud provides.

## FAQ

### Why is there no official OpenAPI spec for IEX Cloud API?

IEX Cloud does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call IEX Cloud via structured tooling. It is validated against the live API and kept up to date. Get started with Jentic One, the self-hosted execution layer.

### What authentication does the IEX Cloud API use?

IEX Cloud uses an API token passed as a query parameter. Through Jentic, the token is held in the vault and injected at execution time, so the agent never sees the raw key.

### Can I get historical stock prices with the IEX Cloud API?

Yes. GET `/stock/{symbol}/chart/{range}` returns historical OHLCV data; ranges include 1d, 1m, 3m, 6m, ytd, 1y, 2y, 5y, max, with optional intraday granularity.

### What are the rate limits for the IEX Cloud API?

IEX Cloud meters usage by message credits per response payload rather than fixed RPS. Each plan has a monthly credit allowance, and the response headers report consumed credits - handle 429 by upgrading the plan or batching requests.

### Is there a sandbox for testing IEX Cloud calls?

Yes. The spec lists https://sandbox.iexapis.com/stable as a server. Use it during development to avoid consuming production message credits; data is scrambled for safety.

### How do I fetch a portfolio's quotes through Jentic?

Run pip install jentic, search 'get a stock quote', load the schema for `/stock/{symbol}/batch`, and execute with the comma-separated symbols list and types=quote,news,stats.

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

Yes. Because you run Jentic One yourself, your own rules decide which IEX Cloud operations and credentials the agent may use. IEX Cloud puts the ticker symbol in the URL path, such as `/stock/{symbol}/quote` and `/stock/{symbol}/financials`, so you can pin the agent to just the read operations it needs, like quotes, charts, and company stats, and no others. Since the API token is injected only at execution time and you choose the allowed operations, the agent only ever reads the market data you have named.
