financialdatasets.ai

Activist stakes from SEC Schedule 13D (holders above 5% with intent to influence control), by subject ticker or filer CIK: holder, shares held, percent of class, voting power and filing date, with optional amendment history. Use when an agent asks which activists hold a company, or where an activist is active. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Balance sheets for a company by ticker or CIK, standardized from SEC filings: assets, liabilities, equity, cash, debt and their main line items. Period annual, quarterly or ttm; filter by report_period or filing_date. Use when an agent needs assets, debt, cash or equity as reported. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Beneficial ownership stakes above 5% from SEC Schedules 13D and 13G, by subject ticker or filer CIK: holder, shares held, percent of class, stake type (activist or passive), voting power and filing date, with optional amendment history. Use when an agent asks who owns more than 5% of a company, or what a fund holds. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Cash flow statements for a company by ticker or CIK, standardized from SEC filings: operating, investing and financing cash flows, capital expenditure, free cash flow and their main line items. Period annual, quarterly or ttm; filter by report_period or filing_date. Use when an agent needs operating cash flow, capex or free cash flow as reported. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Earnings snapshots for a US-listed ticker from the earnings release: quarterly and year-to-date revenue, EPS, net income, estimates, surprises and year-over-year changes where available, with the filing date and source URL; newest first. Use when an agent asks how the latest quarter compared with estimates or a year ago. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Financial metrics per fiscal period for a company by ticker or CIK, computed from SEC filings: valuation (P/E, P/B, EV/EBITDA), margins, returns, liquidity, leverage, growth and per-share figures. Period annual, quarterly or ttm; filter by report_period or filing_date. Use when an agent compares valuation or profitability across periods or companies. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Income statements for a company by ticker or CIK, standardized from SEC filings: revenue, cost of revenue, gross profit, operating expenses, operating income, net income, EPS and shares. Period annual, quarterly or ttm; filter by report_period or filing_date. Use when an agent needs revenue, margins or earnings as reported. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Insider trades for a US-listed ticker from SEC Forms 4 and 5: insider name and title, transaction type and date, shares, price and value, shares owned after. Filter by name, transaction_type, form_type or filing_date; newest first. Use when an agent asks what executives or directors bought or sold. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Historical end-of-day stock prices for a US-listed ticker: open, high, low, close and volume per day, week, month or year between start_date and end_date, oldest first. Paginated with next_page_url. Use when an agent needs a price series or a return over a date range. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Real-time price snapshot for a US-listed ticker: current price, day change, day change percent and the quote time. Use when an agent needs the latest price for one ticker, not history. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

Real-time financial metrics snapshot for a company by ticker or CIK at today's price: market cap, enterprise value, valuation ratios, margins, returns, liquidity, leverage, growth and per-share figures. Use when an agent needs current valuation ratios for one company, not history. Non-Professional use; Professional use needs a plan at financialdatasets.ai.