# Financial Datasets

> Financial Datasets is an agent-friendly REST API providing institutional-grade stock market data for AI agents, quantitative research, and financial applications.

Financial Datasets covers 27,000+ active and delisted US tickers with 30+ years of historical data, sub-200ms response times, and 99.98% uptime. All endpoints use simple GET/POST requests with API key authentication.

## Base URL

https://api.financialdatasets.ai

## Authentication

Include your API key in the `X-API-KEY` header with every request.

Get your API key at: https://www.financialdatasets.ai

## API Endpoints

### Financial Statements
- [Income Statements](https://docs.financialdatasets.ai/api/financials/income-statements): GET /financials/income-statements
- [Balance Sheets](https://docs.financialdatasets.ai/api/financials/balance-sheets): GET /financials/balance-sheets
- [Cash Flow Statements](https://docs.financialdatasets.ai/api/financials/cash-flow-statements): GET /financials/cash-flow-statements
- [All Financial Statements](https://docs.financialdatasets.ai/api/financials/all-financial-statements): GET /financials
  - `ticker` (required), `period` (annual|quarterly|ttm, default: annual), `limit` (default: 4), `report_period` filters

### Segmented Financials
- [Income Statement Segments](https://docs.financialdatasets.ai/api/financials/income-statement-segments): GET /financials/income-statements/segments
- [Balance Sheet Segments](https://docs.financialdatasets.ai/api/financials/balance-sheet-segments): GET /financials/balance-sheets/segments
- [Cash Flow Statement Segments](https://docs.financialdatasets.ai/api/financials/cash-flow-statement-segments): GET /financials/cash-flow-statements/segments
- [All Segmented Financials](https://docs.financialdatasets.ai/api/financials/all-segments): GET /financials/segments
  - `ticker` (required), `period` (annual|quarterly, no ttm), `limit` (default: 4), `report_period` filters

### As-Reported Financials
- Income Statement (As-Reported): GET /financials/income-statements/as-reported
- Balance Sheet (As-Reported): GET /financials/balance-sheets/as-reported
- Cash Flow Statement (As-Reported): GET /financials/cash-flow-statements/as-reported
- All Financial Statements (As-Reported): GET /financials/as-reported
  - `ticker` (required), `period` (annual|quarterly, no ttm), `limit` (default: 4), `report_period` filters. Returns the as-filed line-item tree (`line_items` with recursive `children`). Available from 2010 onward.

### Financial Metrics
- [Financial Metrics (Historical)](https://docs.financialdatasets.ai/api/financial-metrics/historical): GET /financial-metrics
  - `ticker` (required), `period` (annual|quarterly|ttm), `limit` (default: 4), `report_period` filters
- [Financial Metrics (Snapshot)](https://docs.financialdatasets.ai/api/financial-metrics/snapshot): GET /financial-metrics/snapshot
  - `ticker` (required)

### Stock Prices
- [Stock Prices (Historical)](https://docs.financialdatasets.ai/api/prices/historical): GET /prices
  - `ticker` (required), `interval` (day|week|month|year), `start_date`, `end_date` (YYYY-MM-DD)
- [Stock Price (Snapshot)](https://docs.financialdatasets.ai/api/prices/snapshot): GET /prices/snapshot
  - `ticker` (required)

### Earnings
- [Earnings](https://docs.financialdatasets.ai/api/earnings/earnings): GET /earnings
  - `ticker` (required)
- [Earnings Press Releases](https://docs.financialdatasets.ai/api/earnings/press-releases): GET /earnings/press-releases
  - `ticker` (required), `limit` (default: 4)

### Company
- [Company Facts](https://docs.financialdatasets.ai/api/company/facts/ticker): GET /company/facts
  - `ticker` or `cik` (required)

### Insider Trades
- [Insider Trades](https://docs.financialdatasets.ai/api/insider-trades/insider-trades): GET /insider-trades
  - `ticker` (required), `limit` (default: 10), `filing_date` filters

### Institutional Holdings
- [By Investor](https://docs.financialdatasets.ai/api/institutional-holdings/investor): GET /institutional-holdings
- [By Ticker](https://docs.financialdatasets.ai/api/institutional-holdings/ticker): GET /institutional-holdings
  - `ticker` or `filer_cik` (required), `limit` (default: 10, max: 200), `report_period` filters

### News
- [Company News](https://docs.financialdatasets.ai/api/news/company): GET /news
  - `ticker` (required), `limit` (default: 5, max: 10)

### SEC Filings
- [Filings by Ticker](https://docs.financialdatasets.ai/api/filings/ticker): GET /filings
  - `ticker` or `cik` (required), `filing_type` (optional), `limit` (default: 10)
- [Filing Items](https://docs.financialdatasets.ai/api/filings/items): GET /filings/items
  - `ticker` or `cik` (required), `filing_type` (required: 10-K, 10-Q, or 8-K), `year`, `quarter`

### Search
- [Stock Screener](https://docs.financialdatasets.ai/api/financials/search-screener): POST /financials/search/screener
- [Search Line Items](https://docs.financialdatasets.ai/api/financials/search-line-items): POST /financials/search/line-items

### Interest Rates
- [Interest Rates (Historical)](https://docs.financialdatasets.ai/api/macro/interest-rates/historical): GET /macro/interest-rates
  - `bank` (required, e.g. FED, ECB, BOJ), `start_date`, `end_date`
- [Interest Rates (Snapshot)](https://docs.financialdatasets.ai/api/macro/interest-rates/snapshot): GET /macro/interest-rates/snapshot
  - `bank` (required)

## AI Agent Resources

- **OpenAPI Spec**: https://www.financialdatasets.ai/openapi.json
- **MCP Server**: https://mcp.financialdatasets.ai/ — use with Claude, Cursor, and other MCP clients
- **Full LLM context**: https://www.financialdatasets.ai/llms-full.txt
- **Documentation**: https://docs.financialdatasets.ai/introduction
- **Markdown mirrors**: every page on www.financialdatasets.ai is available as plain markdown — append `.md` to the path (e.g. /pricing.md, /blogs.md, /contact.md, /blogs/earningsbench.md). The homepage is /index.md.
- **Docs as markdown**: every docs page is fetchable as raw markdown by appending `.md` to its URL (index: https://docs.financialdatasets.ai/llms.txt)
- **Community**: https://discord.gg/hTtb8wzgSQ

## Links

- [Dashboard](https://www.financialdatasets.ai)
- [Pricing](https://www.financialdatasets.ai/pricing)
- [Support](mailto:support@financialdatasets.ai)