Add Financial Datasets to your AI agent
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
- Things your agent can do in Financial Datasets
- 30
Things your AI can do in Financial Datasets
Your FormWise AI can handle any of these in Financial Datasets — on its own, without you needing to click a button.
Get As-Reported Financials
Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
Get Beneficial Ownership
Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
Get Company Facts
Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
Get Company KPIs
Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
Get Earnings
Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
Get Financial Metrics
Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.
Get Financial Statements
Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
Get GPU Prices
Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.
Get Index Fund Holdings
Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
Get Inflation
Return the latest CPI values for all or one inflation series, or monthly history for one series.
Get Insider Ownership
Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
Get Institutional Holdings
Return one page of SEC 13F holdings by institution CIK or held-company ticker.
Show 18 more things it can do
Get Interest Rates
Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue.
Get Labor Market
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
Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
Get Price Snapshot
Return a real-time price snapshot for one ticker or snapshots for the broad market.
Get SEC Filing Items
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
Return one page of company-reported business or product segments for one statement family or all statements.
Get Treasury Yield Curve
Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page.
List Dataset Identifiers
List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
List Filing Options
List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it.
List Insider Trades
Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
List IPO Filings
Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
List Macro Options
List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
List News
Return one page of recent company-specific or broad-market news articles.
List Screener Filters
List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
List SEC Filings
Return one page of SEC filing metadata and source URLs with optional company and form filters.
Screen Companies
Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
Search Financial Line Items
Return selected financial line items for one or more company tickers and a reporting period type.
Search Institutional Investors
Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Financial Datasets is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Financial Datasets, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Financial Datasets for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Financial Datasets work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Financial Datasets to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Financial Datasets in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Financial Datasets.
- 3
Hit "Connect"
Click "Connect Financial Datasets" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Financial Datasets
Build a quick AI Agent (it's like writing instructions, not code), and pick the Financial Datasets actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Financial Datasets for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Financial Datasets workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Financial Datasets users had before signing up
Do I need to know how to code?
Not even a little. If you can use Financial Datasets today, you can set this up. You'll connect Financial Datasets, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Financial Datasets login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Financial Datasets or delete everything any time.
What happens when Financial Datasets updates their app?
We handle it. When Financial Datasets adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Financial Datasets takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Financial Datasets — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Financial Datasets on FormWise
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
Connect Financial Datasets once and your FormWise AI gets 30 things it can do inside it. That means your AI can handle the Financial Datasets work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Financial Datasets? Take a look at financialdatasets.ai.
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Stop doing the Financial Datasets work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.