# Financial Datasets

Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.

Category: Data. Connect from any Rakazo bot at https://rakazo.com/integrations/financial-datasets-ai/.

## Actions

- **Get As-Reported Financials** (read-only): Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
- **Get Beneficial Ownership** (read-only): Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
- **Get Company Facts** (read-only): Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
- **Get Company KPIs** (read-only): Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
- **Get Earnings** (read-only): Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
- **Get Financial Metrics** (read-only): Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth,…
- **Get Financial Statements** (read-only): Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
- **Get GPU Prices** (read-only): Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and…
- **Get Index Fund Holdings** (read-only): Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
- **Get Inflation** (read-only): Return the latest CPI values for all or one inflation series, or monthly history for one series.
- **Get Insider Ownership** (read-only): Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
- **Get Institutional Holdings** (read-only): Return one page of SEC 13F holdings by institution CIK or held-company ticker.
- **Get Interest Rates** (read-only): Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range.
- **Get Labor Market** (read-only): Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
- **Get Price History** (read-only): Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
- **Get Price Snapshot** (read-only): Return a real-time price snapshot for one ticker or snapshots for the broad market.
- **Get SEC Filing Items** (read-only): Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.
- **Get Segmented Financials** (read-only): Return one page of company-reported business or product segments for one statement family or all statements.
- **Get Treasury Yield Curve** (read-only): Return the latest US Treasury par yield curve or historical daily curves for a date range.
- **List Dataset Identifiers** (read-only): List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
- **List Filing Options** (read-only): List supported SEC filing types or the documented section-selector catalog for filing extraction.
- **List Insider Trades** (read-only): Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
- **List IPO Filings** (read-only): Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
- **List Macro Options** (read-only): List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
- **List News** (read-only): Return one page of recent company-specific or broad-market news articles.
- **List Screener Filters** (read-only): List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
- **List SEC Filings** (read-only): Return one page of SEC filing metadata and source URLs with optional company and form filters.
- **Screen Companies** (read-only): Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
- **Search Financial Line Items** (read-only): Return selected financial line items for one or more company tickers and a reporting period type.
- **Search Institutional Investors** (read-only): Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.