financial-analyst

name	financial-analyst
description	Access comprehensive financial data - stocks, crypto, SEC filings, financial statements, and news via Financial Datasets API. Use for market research, fundamental analysis, and financial insights.
homepage	https://financialdatasets.ai
metadata	{"clawdbot":{"emoji":"📊"}}

Financial Analyst

Access comprehensive financial data using the Financial Datasets API tools. This skill provides real-time and historical data for US stocks, cryptocurrencies, SEC filings, financial statements, and market news.

Requirements

Set the FINANCIAL_DATASETS_API_KEY environment variable with your API key from financialdatasets.ai.

Available Tools

Stock Prices

• get_stock_price_snapshot - Real-time stock price
• get_stock_prices - Historical stock prices

Crypto Prices

• get_crypto_price_snapshot - Real-time crypto price (BTC-USD, ETH-USD, etc.)
• get_crypto_prices - Historical crypto prices
• get_available_crypto_tickers - List available crypto tickers

Company Information

• get_company_facts - Company details: market cap, employees, sector, etc.
• get_financial_metrics_snapshot - Current P/E, margins, ratios
• get_financial_metrics - Historical financial metrics

Financial Statements

• get_income_statement - Revenue, expenses, net income
• get_balance_sheet - Assets, liabilities, equity
• get_cash_flow_statement - Cash flows from operations, investing, financing

SEC Filings

• get_sec_filings - List 10-K, 10-Q, 8-K filings
• get_filing_items - Extract specific sections (Risk Factors, MD&A, etc.)
• get_available_filing_items - List extractable items

News & Estimates

• get_financial_news - Recent news articles (filterable by ticker)
• get_analyst_estimates - Earnings per share forecasts

Example Queries

Get current Apple stock price: Use get_stock_price_snapshot with ticker "AAPL"

Analyze Tesla's financials:

1. get_company_facts for company overview
2. get_financial_metrics_snapshot for current valuation
3. get_income_statement for revenue trends

Research Bitcoin price history: Use get_crypto_prices with:

• ticker: "BTC-USD"
• interval: "day"
• start_date/end_date for range

Find SEC filings: Use get_sec_filings with ticker and optional form_type filter

Extract Risk Factors from 10-K:

1. get_sec_filings to find the filing
2. get_filing_items with item "1A" to extract Risk Factors

Data Coverage

• 100% US public companies (30,000+ tickers)
• 30+ years of historical fundamentals
• Active and delisted stocks
• Crypto data from Coinbase, Kraken, Bitfinex

Notes

• All tickers are case-insensitive (converted to uppercase)
• Dates use YYYY-MM-DD format
• Financial statement periods: annual, quarterly, or ttm (trailing twelve months)
• Price intervals: day, week, month, year