Use it for
- Building structured company research snapshots.
- Analyzing financial performance, valuation, and historical trends.
- Reading SEC filings and extracting sections such as risk factors and MD&A.
- Examining insider transactions and institutional ownership.
- Screening the U.S. market by fundamental criteria.
- Monitoring company news and relevant developments.
Data available
Each of the following datasets is available under thefinancial_datasets
provider; the agent selects whichever fits the task:
| Dataset | What it returns |
|---|---|
| Company facts | Name, sector, industry, exchange, location, SEC CIK, SIC classification. |
| Company news | Recent news articles for a ticker. |
| Earnings | Quarterly revenue and EPS with YoY change and beat/miss surprises. |
| Financial metrics | Market cap, EV, P/E, P/B, P/S, EV/EBITDA, PEG, margins, ROE/ROA/ROIC, growth, EPS. |
| Financial statements | Income statement, balance sheet, and cash flow from SEC filings. |
| Historical stock prices | OHLCV bars over a date range at day/week/month/year granularity. |
| Insider trades | SEC Form 4 insider transactions (name, role, type, shares, value). |
| Institutional ownership | 13F institutional holders, shares, and reported value. |
| SEC filing items | Extracted text of specific 10-K/10-Q/8-K items (e.g. risk factors, MD&A). |
| SEC filings | Filing metadata and direct EDGAR links, optionally filtered by form type. |
| Stock price snapshot | Current real-time price, day change, and quote time. |
| Stock screener | Companies matching fundamental filter criteria. |
Provider ID
Use this value indataSources:
financial_datasets
Example
Build a structured company-research snapshot for NVIDIA.from exa_py import Exa
exa = Exa()
run = exa.agent.runs.create(
query=(
"Analyze NVIDIA using its latest price, valuation metrics, most recent "
"quarterly financial statements and earnings, institutional and insider "
"activity, and material SEC filing sections. Return a structured "
"company-research snapshot with reporting dates."
),
data_sources=[{"provider": "financial_datasets"}],
output_schema={
"type": "object",
"required": ["ticker", "price", "valuation", "financials", "earnings", "ownership", "filings"],
"properties": {
"ticker": {"type": "string"},
"price": {
"type": "object",
"required": ["latest", "asOf"],
"properties": {
"latest": {"type": "number"},
"asOf": {"type": "string"},
},
},
"valuation": {
"type": "object",
"properties": {
"marketCap": {"type": "number"},
"peRatio": {"type": "number"},
"evToEbitda": {"type": "number"},
},
},
"financials": {
"type": "object",
"required": ["reportPeriod", "summary"],
"properties": {
"reportPeriod": {"type": "string"},
"summary": {"type": "string"},
},
},
"earnings": {
"type": "object",
"required": ["reportPeriod", "summary"],
"properties": {
"reportPeriod": {"type": "string"},
"summary": {"type": "string"},
},
},
"ownership": {
"type": "object",
"properties": {
"institutionalHighlights": {"type": "string"},
"insiderActivity": {"type": "string"},
},
},
"filings": {
"type": "array",
"maxItems": 5,
"items": {
"type": "object",
"required": ["formType", "filedAt", "keySection"],
"properties": {
"formType": {"type": "string"},
"filedAt": {"type": "string"},
"keySection": {"type": "string"},
},
},
},
},
},
)
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:
"Analyze NVIDIA using its latest price, valuation metrics, most recent quarterly financial statements and earnings, institutional and insider activity, and material SEC filing sections. Return a structured company-research snapshot with reporting dates.",
dataSources: [{ provider: "financial_datasets" }],
outputSchema: {
type: "object",
required: ["ticker", "price", "valuation", "financials", "earnings", "ownership", "filings"],
properties: {
ticker: { type: "string" },
price: {
type: "object",
required: ["latest", "asOf"],
properties: {
latest: { type: "number" },
asOf: { type: "string" },
},
},
valuation: {
type: "object",
properties: {
marketCap: { type: "number" },
peRatio: { type: "number" },
evToEbitda: { type: "number" },
},
},
financials: {
type: "object",
required: ["reportPeriod", "summary"],
properties: {
reportPeriod: { type: "string" },
summary: { type: "string" },
},
},
earnings: {
type: "object",
required: ["reportPeriod", "summary"],
properties: {
reportPeriod: { type: "string" },
summary: { type: "string" },
},
},
ownership: {
type: "object",
properties: {
institutionalHighlights: { type: "string" },
insiderActivity: { type: "string" },
},
},
filings: {
type: "array",
maxItems: 5,
items: {
type: "object",
required: ["formType", "filedAt", "keySection"],
properties: {
formType: { type: "string" },
filedAt: { type: "string" },
keySection: { type: "string" },
},
},
},
},
},
});
curl -s -X POST "https://api.exa.ai/agent/runs" \
-H "Content-Type: application/json" \
-H "x-api-key: $EXA_API_KEY" \
-d '{
"query": "Analyze NVIDIA using its latest price, valuation metrics, most recent quarterly financial statements and earnings, institutional and insider activity, and material SEC filing sections. Return a structured company-research snapshot with reporting dates.",
"dataSources": [{ "provider": "financial_datasets" }],
"outputSchema": {
"type": "object",
"required": ["ticker", "price", "valuation", "financials", "earnings", "ownership", "filings"],
"properties": {
"ticker": { "type": "string" },
"price": {
"type": "object",
"required": ["latest", "asOf"],
"properties": {
"latest": { "type": "number" },
"asOf": { "type": "string" }
}
},
"valuation": {
"type": "object",
"properties": {
"marketCap": { "type": "number" },
"peRatio": { "type": "number" },
"evToEbitda": { "type": "number" }
}
},
"financials": {
"type": "object",
"required": ["reportPeriod", "summary"],
"properties": {
"reportPeriod": { "type": "string" },
"summary": { "type": "string" }
}
},
"earnings": {
"type": "object",
"required": ["reportPeriod", "summary"],
"properties": {
"reportPeriod": { "type": "string" },
"summary": { "type": "string" }
}
},
"ownership": {
"type": "object",
"properties": {
"institutionalHighlights": { "type": "string" },
"insiderActivity": { "type": "string" }
}
},
"filings": {
"type": "array",
"maxItems": 5,
"items": {
"type": "object",
"required": ["formType", "filedAt", "keySection"],
"properties": {
"formType": { "type": "string" },
"filedAt": { "type": "string" },
"keySection": { "type": "string" }
}
}
}
}
}
}'