Financial Datasets: Stock Market Data for AI Agents

Financial data is still built for humans and terminals. That works if an analyst is reading one company at a time. It breaks when an agent needs to compare hundreds of stocks, read filings, find out who owns what, and decide what changed today.

Today we're excited to announce our partnership with Financial Datasets, a stock market API built for AI agents. Financial Datasets covers 27,000+ active and delisted US tickers with 30+ years of historical data, sub-200ms API latency, and 99.99% precision and availability.

What is Financial Datasets?

Financial Datasets gives agents structured market and company data through a simple REST API. It covers fundamentals, prices, filings, ownership, news, macro rates, and stock screens. The goal is simple: give agents the data they need to do investment research, market monitoring, and financial analysis without scraping investor relations pages or stitching together several vendors.

The API includes real-time price snapshots, end-of-day historical prices, financial statements, financial metrics, company facts, SEC filings, filing item extraction, insider trades, insider ownership, institutional holdings, index fund holdings, IPO filings, news, press releases, sector KPIs, structured forward guidance, non-GAAP metrics, and central bank interest rates.

Using Financial Datasets with Orthogonal

Financial Datasets is available on Orthogonal under the financial-datasets slug. Your agents can call it with the same Orthogonal SDK they use for every other API.

Get an Income Statement

Fetch annual, quarterly, or trailing twelve month financial statements for any supported ticker.

import Orthogonal from "@orth/sdk";

const orthogonal = new Orthogonal({
  apiKey: process.env.ORTHOGONAL_API_KEY,
});

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/financials/income-statements",
  query: {
    ticker: "AAPL",
    period: "annual",
    limit: "4"
  }
});

console.log(result.data.income_statements);
// Returns revenue, gross profit, operating income, net income,
// EPS, report period, currency, and other income statement fields.

Get a Real-Time Price Snapshot

Give an agent the current market price, daily change, and daily change percent for a stock.

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/prices/snapshot",
  query: {
    ticker: "NVDA"
  }
});

console.log(result.data.snapshot);

Screen Stocks

Search across financial metrics with structured filters. This is useful when an agent needs to find companies that match a thesis before doing deeper research.

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/financials/search/screener",
  method: "POST",
  body: {
    filters: [
      { field: "revenue", operator: "gt", value: 1000000000 },
      { field: "sector", operator: "eq", value: "Technology" }
    ],
    limit: 10
  }
});

console.log(result.data.results);

Compare Line Items Across Companies

Ask for the same financial metrics across several tickers in one call.

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/financials/search/line-items",
  method: "POST",
  body: {
    tickers: ["AAPL", "MSFT", "NVDA"],
    line_items: ["revenue", "net_income", "earnings_per_share"],
    period: "ttm",
    limit: 5
  }
});

console.log(result.data.search_results);

Read SEC Filing Items

Pull raw text from specific sections of 10-K, 10-Q, and 8-K filings so an agent can analyze risk factors, MD&A, business updates, or exhibits.

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/filings/items",
  query: {
    ticker: "MSFT",
    filing_type: "10-K",
    year: "2025",
    item: "Item-1A"
  }
});

console.log(result.data.items);

Query Institutional Holdings

Find which institutional filers hold a ticker, or inspect a filer's latest 13F holdings.

const result = await orthogonal.run({
  api: "financial-datasets",
  path: "/institutional-holdings",
  query: {
    ticker: "TSLA",
    limit: "10"
  }
});

console.log(result.data.institutional_holdings);

Using x402 Protocol

Financial Datasets on Orthogonal also supports x402, an open protocol that enables native payments in HTTP. Your agents can pay for API calls directly using USDC stablecoins, no API keys required.

import { wrapFetchWithPayment } from "x402-fetch";
import { privateKeyToAccount } from "viem/accounts";

const account = privateKeyToAccount(
  process.env.PRIVATE_KEY as `0x${string}`
);
const fetchWithPayment = wrapFetchWithPayment(fetch, account);

const response = await fetchWithPayment(
  "https://x402.orth.sh/financial-datasets/financials/income-statements?ticker=AAPL&period=annual&limit=4"
);

const data = await response.json();
console.log(data.income_statements);

Using MPP

Financial Datasets also works through MPP, the open standard for machine-to-machine payments co-authored by Tempo and Stripe. Agents can pay for Financial Datasets calls with stablecoins, cards, or Bitcoin on the same endpoint.

import { privateKeyToAccount } from "viem/accounts";
import { Mppx, tempo } from "mppx/client";

Mppx.create({
  methods: [tempo({ account: privateKeyToAccount("0x...") })],
});

const params = new URLSearchParams({
  ticker: "AAPL",
  period: "annual",
  limit: "4",
});

const response = await fetch(
  `https://mpp.orthogonal.com/financial-datasets/financials/income-statements?${params}`,
  { method: "GET" }
);

const data = await response.json();
console.log(data.income_statements);

The mppx client handles the 402 challenge, signs a credential with your wallet, and retries with proof of payment.

Available Data

Financial Datasets covers 27,000+ active and delisted US tickers across 30+ years of history. It includes income statements, balance sheets, cash flow statements, segmented financials, as-reported financials, financial metrics, price history, real-time price snapshots, earnings, press releases, insider trades, insider ownership, beneficial ownership, activist ownership, institutional holdings, index fund holdings, SEC filings, filing items, company facts, IPO filings, company news, sector KPIs, non-GAAP metrics, forward guidance, and major central bank interest rates.

The API also includes free helper endpoints for supported ticker lists, filing types, extractable filing item types, screener fields, price snapshot tickers, and available central bank codes.

Use Cases

Equity Research

Agents can pull financial statements, compare line items across peers, read filing sections, and summarize the changes that matter. Instead of collecting data first, analysts can start from a draft view of the company.

Market Monitoring

Use price snapshots, news, filings, earnings, guidance, and insider trades to watch for changes across a portfolio or market segment. Agents can flag the companies that need attention today.

Screening and Idea Generation

Screen stocks by financial metrics, sector, and line items. Then use statements, company facts, news, and filings to explain why a company matched the screen.

Ownership Research

Query 13F institutional holdings, insider trades, insider ownership, beneficial ownership, and activist ownership. Agents can see who is buying, selling, and building positions.

Macro and Rates Analysis

Pull historical and current interest rates from major central banks and combine them with company data. Agents can connect rate moves to sector performance, debt costs, and valuation changes.

Why We Partnered with Financial Datasets

Agents need data that is broad, structured, and fast. Financial Datasets gives them that for public markets: fundamentals, prices, filings, ownership, news, and macro data through one API. The coverage is deep enough for research, and the interface is simple enough for agents to call without a custom data stack.

Try It Today

Sign up for Orthogonal and get $10 free credits to try Financial Datasets and dozens of other APIs. One key, hundreds of APIs, pay per request.

Get Started | View on Orthogonal | Financial Datasets Website