Financial Datasets API

FinancialDatasetsTools provide a comprehensive API for retrieving and analyzing diverse financial datasets, including stock prices, financial statements, company information, SEC filings, and cryptocurrency data from multiple providers.

Prerequisites

The toolkit requires a Financial Datasets API key that can be obtained by creating an account at financialdatasets.ai.

uv pip install agno requests openai

Set your API key as an environment variable:

export FINANCIAL_DATASETS_API_KEY=your_api_key_here

Example

Basic usage of the Financial Datasets toolkit:

from agno.agent import Agent
from agno.tools.financial_datasets import FinancialDatasetsTools

agent = Agent(
    name="Financial Data Agent",
    tools=[FinancialDatasetsTools(include_tools=["get_income_statements", "get_balance_sheets", "get_cash_flow_statements"])],
    description="You are a financial data specialist that helps analyze financial information for stocks and cryptocurrencies.",
    instructions=[
        "When given a financial query:",
        "1. Use appropriate Financial Datasets methods based on the query type",
        "2. Format financial data clearly and highlight key metrics",
        "3. For financial statements, compare important metrics with previous periods when relevant",
        "4. Calculate growth rates and trends when appropriate",
        "5. Handle errors gracefully and provide meaningful feedback",
    ],
    markdown=True,
)

# Get the most recent income statement for Apple
agent.print_response("Get the most recent income statement for AAPL and highlight key metrics")

See the full Financial Datasets example in the cookbook.

Toolkit Params

Parameter	Type	Default	Description
`api_key`	`Optional[str]`	`None`	Optional API key. If not provided, uses FINANCIAL_DATASETS_API_KEY environment variable
`timeout`	`int`	`30`	Per-request HTTP timeout in seconds

Toolkit Functions

Function	Description
`get_income_statements`	Get income statements for a company with options for annual, quarterly, or trailing twelve months (ttm) periods
`get_balance_sheets`	Get balance sheets for a company with period options
`get_cash_flow_statements`	Get cash flow statements for a company
`get_company_info`	Get company information including business description, sector, and industry
`get_crypto_prices`	Get cryptocurrency prices with configurable time intervals
`get_earnings`	Get earnings reports with EPS estimates, actuals, and revenue data
`get_financial_metrics`	Get key financial metrics and ratios for a company
`get_insider_trades`	Get data on insider buying and selling activity
`get_institutional_ownership`	Get information about institutional investors and their positions
`get_news`	Get market news, optionally filtered by company
`get_stock_prices`	Get historical stock prices with configurable time intervals
`search_tickers`	Search for stock tickers based on a query string
`get_sec_filings`	Get SEC filings with optional filtering by form type (10-K, 10-Q, etc.)
`get_segmented_financials`	Get segmented financial data by product category and geographic region

You can use include_tools or exclude_tools to modify the list of tools the agent has access to. Learn more about selecting tools.

Rate Limits and Usage

The Financial Datasets API applies rate limits based on your subscription tier. See pricing for the request allowance and rate limits on each plan.

Current adapter compatibility

The example enables the financial-statement tools. Several other registered methods need upstream updates before they match the current provider API:

get_stock_prices uses the old interval/request shape. The current historical stock prices API requires dates and interval values such as day, rather than 1d.
get_crypto_prices uses a separate legacy crypto route. Its current provider availability and request contract need verification before use; the stock endpoint's requirements do not establish the crypto contract.
get_company_info uses /company; current company facts use /company/facts.
get_financial_metrics uses /financials/metrics; the current endpoint is /financial-metrics.

Use the current provider API directly for these operations. The function table lists the adapter's registered surface, not a guarantee that every provider endpoint remains compatible.

Developer Resources

Tools