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.

pip install agno

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()],
    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")

For more examples, see the Financial Datasets Examples.

Toolkit Params

| Parameter | Type | Default | Description | | --------- | --------------- | ------- | --------------------------------------------------------------------------------------- | --- | | api_key | Optional[str] | None | Optional API key. If not provided, uses FINANCIAL_DATASETS_API_KEY environment variable | |

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 may have usage limits based on your subscription tier. Please refer to their documentation for specific rate limit information.

Developer Resources

• View Tools
• View Cookbook