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Financial Datasets delivers structured market data for US public companies. Through Exa Connect it exposes ticker-based tools for news, company facts, real-time and historical prices, valuation metrics, financial statements, earnings, insider trades, institutional (13F) ownership, and SEC filings — plus a fundamentals-based stock screener for discovering tickers you don’t already know.

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Use it for

  • Tracking news and press coverage for specific tickers.
  • Pulling real-time quotes and historical price history.
  • Reading fundamentals: valuation metrics, income statements, balance sheets, and cash flow.
  • Checking earnings results and beat/miss surprises.
  • Inspecting insider trades and institutional ownership.
  • Finding and reading SEC filings, including extracted item text (risk factors, MD&A).
  • Screening the US market by fundamental criteria (market cap, P/E, growth, margins).

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Data available

Each of the following is exposed as its own tool under the financial_datasets provider; the agent selects whichever fits the task:
ToolWhat it returns
Company newsRecent news articles for a ticker.
Company factsName, sector, industry, exchange, location, SEC CIK, SIC classification.
Stock price snapshotCurrent real-time price, day change, and quote time.
Historical stock pricesOHLCV bars over a date range at day/week/month/year granularity.
Financial metricsMarket cap, EV, P/E, P/B, P/S, EV/EBITDA, PEG, margins, ROE/ROA/ROIC, growth, EPS.
Financial statementsIncome statement, balance sheet, and cash flow from SEC filings.
EarningsQuarterly revenue and EPS with YoY change and beat/miss surprises.
Insider tradesSEC Form 4 insider transactions (name, role, type, shares, value).
Institutional ownership13F institutional holders, shares, and reported value.
SEC filingsFiling metadata and direct EDGAR links, optionally filtered by form type.
SEC filing itemsExtracted text of specific 10-K/10-Q/8-K items (e.g. risk factors, MD&A).
Stock screenerCompanies matching fundamental filter criteria.

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Provider ID

Use this value in dataSources: 
financial_datasets

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Example

Get recent news for NVIDIA and summarize key themes. 
from exa_py import Exa

exa = Exa()
run = exa.agent.runs.create(
    query="Get recent news about NVIDIA (NVDA) and summarize the key themes.",
    data_sources=[{"provider": "financial_datasets"}],
    output_schema={
        "type": "object",
        "required": ["ticker", "articles"],
        "properties": {
            "ticker": {"type": "string"},
            "articles": {
                "type": "array",
                "maxItems": 10,
                "items": {
                    "type": "object",
                    "required": ["title", "source", "date", "theme"],
                    "properties": {
                        "title": {"type": "string"},
                        "source": {"type": "string"},
                        "date": {"type": "string"},
                        "theme": {"type": "string", "description": "e.g. earnings, product launch, regulation"},
                    },
                },
            },
        },
    },
)
run = exa.agent.runs.poll_until_finished(run.id)

import Exa from "exa-js";

const exa = new Exa();
const run = await exa.agent.runs.create({
  query: "Get recent news about NVIDIA (NVDA) and summarize the key themes.",
  dataSources: [{ provider: "financial_datasets" }],
  outputSchema: {
    type: "object",
    required: ["ticker", "articles"],
    properties: {
      ticker: { type: "string" },
      articles: {
        type: "array",
        maxItems: 10,
        items: {
          type: "object",
          required: ["title", "source", "date", "theme"],
          properties: {
            title: { type: "string" },
            source: { type: "string" },
            date: { type: "string" },
            theme: { type: "string", description: "e.g. earnings, product launch, regulation" },
          },
        },
      },
    },
  },
});

curl -s -X POST "https://api.exa.ai/agent/runs" \
  -H "Content-Type: application/json" \
  -H "x-api-key: $EXA_API_KEY" \
  -d '{
    "query": "Get recent news about NVIDIA (NVDA) and summarize the key themes.",
    "dataSources": [{ "provider": "financial_datasets" }],
    "outputSchema": {
      "type": "object",
      "required": ["ticker", "articles"],
      "properties": {
        "ticker": { "type": "string" },
        "articles": {
          "type": "array",
          "maxItems": 10,
          "items": {
            "type": "object",
            "required": ["title", "source", "date", "theme"],
            "properties": {
              "title": { "type": "string" },
              "source": { "type": "string" },
              "date": { "type": "string" },
              "theme": { "type": "string", "description": "e.g. earnings, product launch, regulation" }
            }
          }
        }
      }
    }
  }'

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Pairs well with

  • Particle: compare published coverage with podcast commentary.
  • Baselayer: verify the underlying entity behind a ticker.
  • Fiber.ai: enrich a public company with private-market peers and leadership contacts.
Last modified on July 8, 2026