getAnalystEstimates
ChatGPTRetrieves analyst estimates for a company, including consensus revenue and earnings forecasts. Useful for understanding Wall Street expectations and forward-looking financial projections.
Finance
Financial Datasets
by Financial Datasets, Inc.
Overview
Get stock prices, financial statements, SEC filings, analyst estimates, insider trades, crypto prices, news, and more - all directly in ChatGPT. Financial Datasets gives your AI assistant access to comprehensive financial data for 17,000+ publicly traded companies.
Tools
getAvailableCryptoTickers
ChatGPTRetrieves a list of all available cryptocurrency ticker symbols (e.g., 'BTC-USD', 'ETH-USD'). Useful for finding supported cryptocurrencies.
getAvailableFilingItems
ChatGPTProvides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.
getAvailableStockScreenerFilters
ChatGPTRetrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like sector and industry). Use this to discover which fields and operators you can use with the screenStocks tool.
getBalanceSheet
ChatGPTRetrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time. Essential for assessing a company's financial position.
getCashFlowStatement
ChatGPTProvides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities. Key for understanding a company's liquidity and solvency.
getCompanyFacts
ChatGPTGet comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchange listing, company location, website URL, SIC codes, weighted average shares, and historical events like ticker changes.
getCryptoPriceSnapshot
ChatGPTFetches the most recent price snapshot for a specific cryptocurrency, including the latest price, trading volume, and other key market statistics.
getCryptoPrices
ChatGPTRetrieves historical price data for a cryptocurrency over a specified date range, including open, high, low, close prices, and volume.
getFilingItems
ChatGPTRetrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as 'Business', 'Risk Factors', or 'Financial Statements and Supplementary Data'.
getFilings
ChatGPTGet SEC filings data for a stock ticker or CIK. Returns a list of filings, including the accession number, filing type, report date, and URLs to the filing documents.
getFinancialMetrics
ChatGPTRetrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period. Useful for trend analysis and historical performance evaluation.
getFinancialMetricsSnapshot
ChatGPTFetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield. Useful for a quick overview of a company's financial health.
getIncomeStatement
ChatGPTFetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period. Useful for evaluating a company's profitability and operational efficiency.
getInsiderTrades
ChatGPTRetrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders. Useful for tracking insider sentiment and ownership changes.
getNews
ChatGPTFetches recent news articles and press releases for a specific company. Useful for staying up-to-date on company events, market sentiment, and breaking news.
getSegmentedRevenues
ChatGPTProvides a detailed breakdown of a company's revenue by operating segments, such as products, services, or geographic regions. Useful for analyzing the composition of a company's revenue.
getStockPriceSnapshot
ChatGPTFetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.
getStockPrices
ChatGPTRetrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
get_balance_sheet
ChatGPTRetrieves a company's balance sheet, which provides a snapshot of its assets, liabilities, and shareholders' equity at a specific point in time. Essential for assessing a company's financial position.
get_beneficial_owners
ChatGPTLists beneficial owners (holders of more than 5% of a company's shares, from SEC Schedules 13D/13G) with their filer CIK and reporting-person name. Optionally filter by case-insensitive name prefix. The response's
total is the full match count; when it exceeds the returned page, narrow the search with name. Use this to discover the filer_cik to pass to get_beneficial_ownership.get_beneficial_ownership
ChatGPTRetrieves beneficial-ownership stakes (holders of more than 5% of a class of shares) from SEC Schedules 13D and 13G. Schedule 13D stakes are ACTIVIST (intent to influence control: proxy fights, board seats, pushing for a sale); Schedule 13G stakes are passive (large asset managers). Query by ticker (who owns this company) OR by filer_cik (what stakes does this owner hold) — exactly one is required. Use type=activist to isolate activist stakes. By default each stake's CURRENT state is returned; set history=true for the full amendment chain. Each row is one reporting person with voting/dispositive powers, percent_of_class, and (for 13D) the stated purpose_of_transaction. Coverage begins January 2025.
get_cash_flow_statement
ChatGPTProvides a company's cash flow statement, showing how cash is generated and used across operating, investing, and financing activities. Key for understanding a company's liquidity and solvency.
get_company_facts
ChatGPTGet comprehensive company facts data for a stock ticker or CIK from Financial Datasets. Returns real-time information including market cap, number of employees, sector/industry classification, exchange listing, company location, website URL, SIC codes, weighted average shares, and historical events like ticker changes.
get_earnings
ChatGPTRetrieves earnings data from SEC filings. Returns a flat list of
EarningsRecord entries — same shape in either mode. • COMPANY EARNINGS — pass a ticker to get the most recent SEC filings (8-K / 10-Q / 10-K / 20-F) for that company. The same report_period may appear in two consecutive entries when an 8-K announcement and the matching 10-Q have both been filed; the 8-K comes first because it filed earlier. Sorted (report_period DESC, filing_date ASC). • EARNINGS FEED — omit ticker to get the real-time feed of the most recently filed earnings across all covered companies, sorted by filing_date descending and deduped by (ticker, report_period). Each entry exposes ticker, report_period, fiscal_period, currency, source_type, filing_date, filing_url, accession_number, plus quarterly and/or annual financial blocks (revenue, EPS, surprise vs estimates, etc.).get_filing_items
ChatGPTRetrieves specific sections (items) from a company's SEC filings (10-K, 10-Q, or 8-K). Useful for extracting detailed information such as 'Business', 'Risk Factors', or 'Financial Statements and Supplementary Data'.
get_filings
ChatGPTGet SEC filings data for a stock ticker or CIK. Returns a list of filings, including the accession number, filing type, report date, and URLs to the filing documents.
get_financial_metrics
ChatGPTRetrieves historical financial metrics for a company, such as P/E ratio, revenue per share, and enterprise value, over a specified period. Useful for trend analysis and historical performance evaluation.
get_financial_metrics_snapshot
ChatGPTFetches a snapshot of the most current financial metrics for a company, including key indicators like market capitalization, P/E ratio, and dividend yield. Useful for a quick overview of a company's financial health.
get_income_statement
ChatGPTFetches a company's income statement, detailing its revenues, expenses, and net income over a reporting period. Useful for evaluating a company's profitability and operational efficiency.
get_index_fund
ChatGPTGet an ETF or index fund's holdings and each position's weight (percent of net assets) for a fund ticker (e.g. SPY), sourced from SEC fund-holdings filings. Returns the fund's latest filing by default, or the composition as of a past date. Response includes a fund header (as-of period, total net assets, coverage counts) and the holdings sorted by weight descending.
get_insider_ownership
ChatGPTRetrieves insider ownership statements for a company: what officers, directors, and 10% owners actually HOLD (common shares, options, RSUs), sourced from SEC Form 3 (an insider's initial statement of ownership) and Form 5 (the annual statement). Complements get_insider_trades, which covers the buys and sells in between: trades are the events, ownership statements are the state. Positions are returned as reported per filing, newest first. To find available insider names for a ticker, use: https://api.financialdatasets.ai/insider-ownership/names/?ticker={ticker}
get_insider_trades
ChatGPTRetrieves insider trading transactions for a company, including purchases, sales, and other transactions by company officers, directors, and major shareholders. Useful for tracking insider sentiment and ownership changes. To find available insider names for a ticker, use: https://api.financialdatasets.ai/insider-trades/names/?ticker={ticker}
get_institutional_holdings
ChatGPTRetrieves SEC 13F institutional holdings sourced directly from EDGAR. Query by filer_cik (what positions a filer holds) OR by ticker (which institutional filers hold this security) — exactly one is required. When no report_period filter is supplied, returns the latest available quarter for the filer or ticker. Ticker-mode rows include filer_cik and filer_name per position; filer-mode rows omit those (the filer is already implied by the query).
get_institutional_investors
ChatGPTLists institutional investors (SEC 13F filers) with their CIK and most recent reported name. Optionally filter by case-insensitive name prefix. Use this to discover the filer_cik to pass to get_institutional_holdings.
get_interest_rates
ChatGPTRetrieves the latest policy interest rates from major central banks (e.g., FED, ECB, BOE, BOJ). Returns a snapshot of each bank's current rate — no parameters required.
get_kpi_guidance
ChatGPTRetrieves forward-looking KPI guidance items issued by company management in earnings releases and SEC filings. Filter by ticker, period (quarterly/annual), metric name, and date range. Available to Pro and Enterprise customers only.
get_kpi_metrics
ChatGPTRetrieves historical KPI taxonomy metrics extracted from SEC filings for a company (e.g., subscriber counts, ARPU, units sold). Filter by ticker, period (quarterly/annual), metric name, and date range. Available to Pro and Enterprise customers only.
get_kpi_non_gaap
ChatGPTRetrieves non-GAAP KPIs reported by a company (e.g., Adjusted EBITDA, Free Cash Flow as defined by the company). Filter by ticker, period (quarterly/annual), metric name, and date range. Available to Pro and Enterprise customers only.
get_news
ChatGPTFetches recent news articles for a specific company or the broad market. Pass a ticker for company-specific news, or omit the ticker for general market news covering macro, rates, earnings, geopolitics, and more. Also useful when trying to explain broad price moves — omit the ticker to check for market-wide catalysts.
get_segmented_financials
ChatGPTRetrieves segment breakdowns from all three financial statement types (income statement, balance sheet, cash flow) in a single call. Returns revenue, operating income, and depreciation by product/segment; assets, goodwill, and long-lived assets by segment; and capital expenditure by segment. Essential for sum-of-the-parts valuation and segment-level analysis.
get_stock_price
ChatGPTFetches the most recent price snapshot for a specific stock, including the latest price, trading volume, and other open, high, low, and close price data.
get_stock_prices
ChatGPTRetrieves historical price data for a stock over a specified date range, including open, high, low, close prices, and volume.
list_filing_item_types
ChatGPTProvides a list of all available item names that can be extracted from 10-K, 10-Q, and 8-K reports, grouped by filing type.
list_stock_screener_filters
ChatGPTRetrieves all available filter fields and operators for the stock screener, grouped by category (income statement, balance sheet, cash flow statement, financial metrics, and company attributes like sector and industry). Use this to discover which fields and operators you can use with the screen_stocks tool.
screenStocks
ChatGPTScreens and filters stocks by financial metrics, valuation ratios, and company attributes. Combine multiple filter conditions to find stocks matching your investment criteria (e.g., revenue > $1B and P/E ratio < 20). Use getAvailableStockScreenerFilters first to see all available fields and operators.
screen_stocks
ChatGPTScreens and filters stocks by financial metrics, valuation ratios, and company attributes. Combine multiple filter conditions to find stocks matching your investment criteria (e.g., revenue > $1B and P/E ratio < 20). Use list_stock_screener_filters first to see all available fields and operators.
App Stats
47
Tools
1
Prompts
May 5, 2026
First seen
ChatGPT
Platforms
Category
Financial ResearchWorks with
ChatGPT
Data refreshed daily