| 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:
get_company_facts for company overview
get_financial_metrics_snapshot for current valuation
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:
get_sec_filings to find the filing
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