| name | eodhd-api |
| description | Fetch financial data from EODHD API — historical prices, fundamentals, options, technical indicators, news, sentiment, macro indicators, corporate events, ESG scores, risk analytics, bank data, US Treasury rates, and trading hours. Use when the user asks for stock prices, company fundamentals, financial analysis, market data, earnings, dividends, splits, IPOs, insider transactions, screener, or building financial tools with EODHD data. |
| version | 0.3.7 |
Skill: eodhd-api
Purpose
Use EODHD market data APIs to fetch, normalize, and summarize financial data including:
- Prices (historical, intraday, real-time)
- Company fundamentals and financial statements
- Options data with Greeks (from EODHD Marketplace)
- Technical indicators
- News and sentiment
- Macro-economic indicators
- Corporate events (dividends, splits, earnings, IPOs)
- US Treasury interest rates (bill rates, long-term rates, yield curves, real yield curves)
- ESG / environmental scores (from EODHD Marketplace — Investverte)
- Risk analytics and multi-factor reports (from EODHD Marketplace — PRAAMS)
- Bank financials and bond analysis (from EODHD Marketplace — PRAAMS)
- Tick-level market data (from EODHD Marketplace)
- Trading hours and market status (from EODHD Marketplace — TradingHours)
Supports equities, ETFs, indices, forex, crypto, and bonds across 70+ exchanges worldwide.
Trigger
Use this skill whenever the user's task involves financial data, markets, investing, or building financial tools. This includes — but is not limited to — the categories below.
Direct data requests
- End-of-day or historical stock/ETF/index/forex/crypto prices
- Intraday price bars (1m, 5m, 1h intervals)
- Real-time or delayed quotes, extended US quotes with bid/ask
- Company fundamentals, financials, valuation metrics, or financial ratios
- Options chains, Greeks, or options analytics (from EODHD Marketplace)
- Technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands, Stochastic, ADX, ATR, etc.)
- Company or market news, sentiment scores, trending topics
- Stock screening / filtering by fundamental or technical criteria
- Exchange listings, ticker search, or market metadata
- Macro-economic indicators (GDP, inflation, unemployment, interest rates, trade balance, etc.)
- Corporate calendar events (earnings, dividends, splits, IPOs)
- Insider trading activity (executive purchases, sales, SEC filings)
- ESG scores and environmental data — company, sector, country level (from EODHD Marketplace — Investverte)
- Risk scoring, volatility analytics, beta, risk/return profiles (from EODHD Marketplace — PRAAMS)
- Bank balance sheets, income statements, bond analysis (from EODHD Marketplace — PRAAMS)
- US Treasury rates (bill rates, long-term rates, yield curves, real yield curves)
- Historical market capitalisation
- Index composition and components
- Bulk data exports for an entire exchange
- Symbol change history and delisted tickers
- Trading hours, market status, and market holidays (from EODHD Marketplace — TradingHours)
- Company logos and branding assets
Endpoint support tiers — not all endpoints are equally reliable. Check
references/general/support-matrix.md (generated
from registry/capabilities.json) for the authoritative list:
- validated — call via the Python client (
scripts/eodhd_client.py); covered by e2e tests.
- fallback — in the Python client but not e2e-verified; works, but verify the response.
- documented — marketplace add-ons (options, ESG/Investverte, PRAAMS, TradingHours,
tick data); call via
curl per the endpoint doc. Not in the Python client.
Building financial tools and applications
Activate this skill when the user is programming or designing any of:
- Stock screeners / scanners — filtering stocks by P/E, market cap, sector, growth, dividends, etc.
- Portfolio trackers — tracking holdings, calculating P&L, showing allocation
- Investment dashboards / panels — visualising market data, watchlists, sector heatmaps
- Trading systems / bots — algorithmic or rule-based strategies that need price feeds
- Backtesting engines — testing strategies against historical price and volume data
- Price alert / notification systems — monitoring price levels, volume spikes, or indicator crossovers
- Dividend trackers / income planners — modelling dividend income from a portfolio
- Earnings calendars / event trackers — upcoming earnings, IPOs, splits, economic releases
- Financial data pipelines / ETL — ingesting market data into databases, data warehouses, or analytics platforms
- Market data APIs or microservices — wrapping EODHD data for downstream consumers
- Charting / technical analysis tools — rendering candlestick charts, overlaying indicators
- Options analysis tools — payoff diagrams, implied volatility surfaces, Greeks dashboards
- Risk management tools — VaR calculators, portfolio risk decomposition, drawdown analysis
- Sector / industry analysis tools — comparing metrics across sectors or industries
- Financial reporting generators — producing PDF / HTML reports with market data
- Watchlist applications — letting users curate and monitor symbol lists
- Market data widgets or embeds — price tickers, mini-charts, quote cards for websites
- Robo-advisor prototypes — automated portfolio construction using fundamental and technical data
- Tax-loss harvesting helpers — identifying lots to sell, calculating wash-sale windows
- Crypto portfolio tools — tracking crypto alongside equities, forex, and bonds
Financial analysis, research, and advice
Activate this skill when the user is performing or asking for:
- Fundamental analysis — valuation (DCF, comparables), financial-statement review, ratio analysis
- Technical analysis — chart patterns, indicator interpretation, support/resistance, trend analysis
- Quantitative / statistical analysis — correlation, regression, factor models, Monte Carlo simulation using market data
- Risk assessment — portfolio volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk
- Peer / competitive comparison — comparing financial metrics across a group of companies
- Sector or industry research — analysing sector performance, rotation, relative strength
- Macro-economic research — linking GDP, inflation, or interest-rate data to market performance
- Event studies — measuring price impact around earnings, M&A announcements, policy changes
- Insider-activity analysis — tracking executive buying/selling as a signal
- ESG / sustainability research — screening by environmental or governance scores
- Dividend analysis — yield, payout ratio, growth rate, sustainability
- Earnings quality analysis — trends, surprises, revision momentum
- IPO research — upcoming offerings, sector trends, pricing
- Bond and fixed-income analysis — yield curves, duration, credit spread trends
- Currency / forex analysis — exchange-rate trends, carry-trade research
- Investment advice or recommendations — when the user asks "what should I invest in?", "is X a good buy?", or similar questions that benefit from real market data
- Portfolio allocation or rebalancing — constructing or adjusting a portfolio using current and historical data
- Retirement or financial planning — modelling scenarios that reference market returns, inflation, interest rates
- Academic or educational projects — coursework, papers, or tutorials that need real market data
Required inputs
- API key — the
EODHD_API_TOKEN environment variable. If it is not set, ask the user to provide their API key interactively. Once received, export it in the current shell session (export EODHD_API_TOKEN="<key>"). The user can obtain a free or paid key at https://eodhd.com/. If the user is concerned the key may have been compromised, they can provide a new key at any time and the session variable will be updated.
- Instrument identifier in EODHD format:
{TICKER}.{EXCHANGE} (e.g., AAPL.US, BMW.XETRA)
- Date range (
--from-date, --to-date) for time-series requests
- Endpoint-specific parameters (e.g.,
--function for technical indicators)
Workflow
-
Clarify the request
- Check that
EODHD_API_TOKEN is set; if not, ask the user for their key and export it
- Identify objective: price analysis, screening, fundamentals, event study, etc.
- Confirm symbol(s), date range, and specific metrics needed
- Determine output format (tables, charts, summary)
-
Select endpoint(s)
- Reference
references/endpoints/README.md or individual files in references/endpoints/ for endpoint specs
- Choose minimal set of endpoints to satisfy the request
- Consider endpoint-specific parameters
-
Execute API calls
- Use
scripts/eodhd_client.py for supported endpoints
- For unsupported endpoints, construct curl commands per endpoint docs
- Handle pagination for large result sets
-
Validate response
- Confirm symbol exists and has data for requested range
- Check for null/missing fields
- Verify date coverage is adequate
-
Process and present
- Transform data as needed (calculate returns, ratios, etc.)
- Use
templates/analysis_report.md for structured output
- Include tables for comparisons, bullet points for conclusions
-
Document reproducibility
- Include exact commands used
- Note any data limitations or caveats
- Provide token-redacted curl examples
Supported endpoints (Python client)
| Endpoint | Description | Key Parameters |
|---|
eod | Historical OHLCV | --symbol, --from-date, --to-date |
intraday | Intraday bars | --symbol, --interval (1m/5m/1h) |
real-time | Live quotes | --symbol |
fundamentals | Company data | --symbol |
news | Financial news with sentiment | --symbol, --limit, --from-date |
sentiment | Daily sentiment scores | --symbol, --from-date, --to-date |
news-word-weights | Trending topics in news (AI-processed, higher latency) | --symbol, --from-date, --to-date, --limit |
technical | Technical indicators | --symbol, --function, --period |
dividends | Dividend history | --symbol |
splits | Stock splits | --symbol |
macro-indicator | Macro data | --symbol (country code), --indicator |
screener | Stock screener | --filters (JSON), --sort, --signals, --limit, --offset |
calendar/earnings | Earnings calendar | --from-date, --to-date or --symbol¹ |
calendar/trends | Earnings trends | --symbol¹ (comma-separated, required) |
calendar/ipos | IPO calendar | --from-date, --to-date |
calendar/splits | Stock splits calendar | --from-date, --to-date or --symbol¹ |
calendar/dividends | Dividends calendar | --symbol², --from-date, --to-date, --limit, --offset |
economic-events | Economic events | --from-date, --to-date, --country, --comparison, --limit, --offset |
insider-transactions | Insider trading activity | --symbol, --from-date, --to-date, --limit |
exchange-symbol-list | Exchange tickers | --symbol (exchange code) |
exchanges-list | All exchanges | (no symbol needed) |
exchanges-details | Exchange details + trading hours + holidays | --symbol (exchange code) |
eod-bulk-last-day | Bulk EOD data | --symbol (exchange code) |
bulk-fundamentals | Bulk fundamentals for exchange | --symbol (exchange code), --symbols, --limit, --offset, --version |
index-components | Index constituents + historical membership | --symbol (index ID, e.g. GSPC.INDX) |
user | Account details and API usage | (no parameters needed) |
us-quote-delayed | US extended quotes (Live v2) | --symbol (comma-separated for batch), --limit, --offset |
ust/bill-rates | US Treasury Bill Rates | --filter-year, --limit, --offset |
ust/long-term-rates | US Treasury Long-Term Rates | --filter-year, --limit, --offset |
ust/yield-rates | US Treasury Par Yield Curve Rates | --filter-year, --limit, --offset |
ust/real-yield-rates | US Treasury Par Real Yield Curve Rates | --filter-year, --limit, --offset |
¹ Calendar parameter mapping: The Python client accepts --symbol, but the underlying API parameter is symbols= (plural). If you build curl commands directly, use symbols=AAPL.US,MSFT.US — using symbol= (singular) will be silently ignored, returning empty results with HTTP 200. For calendar/earnings, providing symbols= causes the API to ignore from/to dates.
² Dividends calendar parameter mapping: The API uses bracket-style parameters: filter[symbol], filter[date_from], filter[date_to], page[limit], page[offset]. The Python client translates --symbol/--from-date/--to-date/--limit/--offset automatically. For raw curl, use the bracket format directly (see references/endpoints/upcoming-dividends.md).
The table above covers Python client support only. An additional 30+ endpoints (Marketplace: options, ESG/Investverte, PRAAMS, TradingHours, tick data, logos, search, WebSockets, etc.) are documented in references/endpoints/ and require curl or manual HTTP calls. See references/endpoints/README.md for the full index.
API call costs: Most endpoints cost 1 call. technical and intraday cost 5 calls. fundamentals costs 10 calls. News-related endpoints (news, sentiment, news-word-weights) cost 5 calls + 5 per ticker. Bulk endpoints cost 100 calls (+ N symbols if --symbols used). Marketplace endpoints (options, ESG, PRAAMS, index-components, tick data) typically cost 10 calls per request. See references/general/rate-limits.md for full details.
Output requirements
- State exact parameters: symbols, date ranges, endpoints used
- Separate facts from interpretation: clearly distinguish API data from analysis
- Note limitations: mention missing fields, null values, date gaps
- Use appropriate formats:
- Tables for multi-symbol comparisons
- Bullet points for conclusions and insights
- JSON/code blocks for raw data samples
- Include reproducible commands: token-redacted curl or client commands
Guardrails
- Never fabricate data: if retrieval fails, report the error and command attempted
- Validate before acting: confirm symbol exists before making multiple calls
- Respect rate limits: avoid unnecessary duplicate requests
- Handle errors gracefully: provide actionable error messages
- Warn on large requests: ask for confirmation before broad multi-exchange pulls
- Protect the API key: never echo or print the token in plain text to the user. Always redact it in example commands (
EODHD_API_TOKEN=***). If the user suspects their key is compromised, prompt them to supply a new one and re-export it
- Disclaim on advice: when providing investment recommendations or analysis that could be interpreted as advice, include "This is not financial advice. Data is for informational purposes only."
- Warn on stale data: for real-time/intraday endpoints outside US market hours or on weekends/holidays, note that data may be delayed or from a prior session
- Check Marketplace access: before calling Marketplace endpoints (options, ESG, PRAAMS, TradingHours, tick data), warn that these require specific subscription tiers and consume 10+ API calls per request
- Note currency context: prices are in local exchange currency, not always USD — mention this when presenting data from non-US exchanges
Common patterns
See references/workflows.md for detailed recipes.
Core analysis workflows
- Single-ticker deep dive: EOD + fundamentals + news + insider activity
- Peer comparison: Screener + fundamentals for multiple symbols
- Event study: Intraday bars around earnings/announcements
- Macro context: Stock performance vs. economic indicators
- Technical analysis: Price data + indicators (SMA, RSI, MACD)
- Options analysis: Options chains + Greeks (from EODHD Marketplace)
Building financial tools
- Stock screener / scanner: Use
screener endpoint with filters, then enrich top results with fundamentals and eod for display
- Portfolio dashboard: Combine
real-time (or us-quote-delayed) for live prices, fundamentals for holdings data, eod for historical P&L charts
- Dividend income tracker: Use
calendar/dividends + fundamentals (dividend yield, payout ratio) + eod for ex-date price context
- Earnings calendar app: Use
calendar/earnings + calendar/trends + intraday for pre/post-earnings price movement
- Backtesting engine data feed: Bulk-fetch via
eod or eod-bulk-last-day, use technical for indicator overlays, splits and dividends for adjustment
- Watchlist with alerts: Use
real-time or us-quote-delayed for price monitoring, technical for indicator-based triggers
- Market heatmap / sector view: Use
screener by sector, eod-bulk-last-day for daily moves, index-components for index breakdown
Research and advice workflows
- Investment thesis research:
fundamentals (valuation, growth) + news (catalysts) + insider-transactions (conviction) + sentiment (market mood)
- Risk assessment:
eod (returns series) + technical (ATR, Bollinger) + PRAAMS risk-scoring endpoints (from EODHD Marketplace) + macro overlays
- ESG screening: Investverte ESG endpoints (from EODHD Marketplace) +
fundamentals for financial context
- Fixed-income analysis: UST rate endpoints (bill, long-term, yield, real-yield) +
macro-indicator for inflation/GDP context
- Currency analysis: Forex pairs via
eod (e.g., EURUSD.FOREX) + macro-indicator for interest-rate differentials
- IPO pipeline review:
calendar/ipos for upcoming offerings + eod + fundamentals for comparable public companies
Example commands
python eodhd_client.py --endpoint eod --symbol AAPL.US --from-date 2025-01-01 --to-date 2025-01-31
python eodhd_client.py --endpoint fundamentals --symbol MSFT.US
python eodhd_client.py --endpoint technical --symbol NVDA.US --function sma --period 50
python eodhd_client.py --endpoint news --symbol TSLA.US --limit 10
python eodhd_client.py --endpoint sentiment --symbol AAPL.US --from-date 2025-01-01 --to-date 2025-01-31
python eodhd_client.py --endpoint news-word-weights --symbol AAPL.US --from-date 2025-01-01 --to-date 2025-01-15 --limit 20
python eodhd_client.py --endpoint macro-indicator --symbol USA --indicator inflation_consumer_prices_annual
python eodhd_client.py --endpoint screener --limit 20
python eodhd_client.py --endpoint insider-transactions --symbol AAPL.US --from-date 2025-01-01 --limit 50
python eodhd_client.py --endpoint calendar/ipos --from-date 2025-01-01 --to-date 2025-03-31
python eodhd_client.py --endpoint calendar/splits --from-date 2025-01-01 --to-date 2025-01-31
python eodhd_client.py --endpoint bulk-fundamentals --symbol NASDAQ --limit 100
python eodhd_client.py --endpoint bulk-fundamentals --symbol NASDAQ --symbols AAPL.US,MSFT.US
python eodhd_client.py --endpoint user
python eodhd_client.py --endpoint us-quote-delayed --symbol AAPL.US,TSLA.US
python eodhd_client.py --endpoint ust/bill-rates --filter-year 2012 --limit 100
python eodhd_client.py --endpoint ust/long-term-rates --filter-year 2020
python eodhd_client.py --endpoint ust/yield-rates --filter-year 2023
python eodhd_client.py --endpoint ust/real-yield-rates --filter-year 2024
References
General Documentation
- Getting Started:
references/general/README.md - Start here for setup and basics
- Authentication:
references/general/authentication.md - API tokens, protocols (HTTPS/HTTP), CORS, security
- Symbol Format:
references/general/symbol-format.md - How to format tickers correctly
- Exchanges:
references/general/exchanges.md - Complete list of 70+ exchanges, coverage gaps
- Update Times:
references/general/update-times.md - When data is refreshed
- Rate Limits:
references/general/rate-limits.md - Quotas (~17 req/sec), optimization, error codes
- Fundamentals API:
references/general/fundamentals-api.md - Complete guide to company fundamentals, ETFs, funds, and indices
- Pricing & Plans:
references/general/pricing-and-plans.md - Subscription tiers, WebSocket limits, marketplace
- Subscription Plans:
references/subscriptions/README.md - Detailed per-plan feature breakdowns
- SDKs & Integrations:
references/general/sdks-and-integrations.md - Official Python/.NET/R SDKs, MCP Server, tools
- Versioning:
references/general/versioning.md - API stability guarantees, backwards-compatibility
- Glossary:
references/general/glossary.md - Financial, technical, and EODHD-specific terms
Endpoint Documentation
- Endpoint catalog:
references/endpoints/README.md - Overview of all endpoints
- Individual endpoint docs:
references/endpoints/*.md - Detailed specs per endpoint
- Analysis workflows:
references/workflows.md - Common usage patterns
- Output template:
templates/analysis_report.md - Structured report format
