Add Finviz to your AI agent
Finviz provides market screening and research data through its official API for ELITE subscribers.
- Things your agent can do in Finviz
- 11
Things your AI can do in Finviz
Your FormWise AI can handle any of these in Finviz — on its own, without you needing to click a button.
Get Options Chain
Return the options chain for one ticker, optionally restricted to an expiration date or strike price. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
Get Portfolio
Return an existing Finviz portfolio using a configured portfolio URL or portfolio ID. Explicit fields override values parsed from portfolio_url. The response preserves CSV values as strings and includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
Get Stock History
Return OHLCV price history for one ticker at a selected bar timeframe and history range. Finviz does not support every timeframe and range combination. CSV values, including prices and volume, are preserved as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Calendar
Return economic events, company earnings, or company dividends for an inclusive date range. Select the calendar with calendar_type. Results preserve dynamic CSV columns and string values and include a bounded record prefix plus the matching row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Market Groups
Return aggregate Finviz market groups for a selected grouping and data view. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Insider Transactions
Return recent market-wide or ticker-specific insider transactions, filtered to all transactions, purchases, or sales. Results preserve numeric-looking values and SEC links exactly as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Investor Holdings
Return a bounded prefix of one manager's or fund's complete unpaginated holdings export and report its full row count. Select the resource with investor_type and pass its Investor ID or combined slug. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Investors
Return the institutional-manager or fund directory, optionally narrowed by name. Records preserve Investor ID for FINVIZ_LIST_INVESTOR_HOLDINGS. max_records returns a bounded prefix, and Finviz may cap the export itself, so the result is not guaranteed to be an exhaustive directory. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List Latest Filings
Return the latest SEC filings for one ticker, optionally filtered by filing category and ordered by filing date, report date, or form. Results preserve all CSV cells, including filing and document links, exactly as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
List News
Return market, stock, ETF, or crypto news from Finviz. Stock and ETF feeds can optionally be restricted to one ticker; market and crypto feeds are market-wide. Results use the export's dynamic CSV header and preserve every cell as a string. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
Screen Stocks
Return stocks from a configured Finviz screener URL or explicit screener controls. Explicit fields override values parsed from screener_url. Unknown filter codes may be silently ignored. The response preserves CSV values as strings and includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.
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 Finviz is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Finviz, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Finviz for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Finviz work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Finviz to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Finviz in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Finviz.
- 3
Hit "Connect"
Click "Connect Finviz" 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 Finviz
Build a quick AI Agent (it's like writing instructions, not code), and pick the Finviz actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Finviz for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Finviz 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 Finviz users had before signing up
Do I need to know how to code?
Not even a little. If you can use Finviz today, you can set this up. You'll connect Finviz, 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 Finviz 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 Finviz or delete everything any time.
What happens when Finviz updates their app?
We handle it. When Finviz 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 Finviz 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 Finviz — 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 Finviz on FormWise
Finviz provides market screening and research data through its official API for ELITE subscribers.
Connect Finviz once and your FormWise AI gets 11 things it can do inside it. That means your AI can handle the Finviz 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 Finviz? Take a look at finviz.com.
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Stop doing the Finviz 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.