Returns a unified, cross-asset search result for financial instruments, including stocks, ETFs, and mutual funds. This endpoint powers global asset search, ticker autocomplete, discovery flows, and AI-assisted search scenarios. It returns a normalized set of price, liquidity, performance, and classification fields, allowing different asset types to be ranked and compared in a single response.

Returns a unified, cross-asset search result for stocks, ETFs, and mutual funds with a focused field set covering core identification, current pricing, and key performance metrics. The response field set is fixed, but it is possible to control which fields are included through the select_identifiers parameter. For a comprehensive field set use the /v1/search endpoint.

Returns time-series data for an asset in a single unified stream. This endpoint can return historical prices and, optionally, additional history “event” types such as dividends, splits, and capital gains (where available). It is a configurable endpoint that lets you control the date range, interval, included record types, sorting, and page size.

Returns a unified snapshot of identity, profile, market data, fundamentals, ownership, analyst coverage, and fund metrics for a single asset symbol.

The /v1/summary endpoint is the most comprehensive single-call snapshot in FinImpulse. It aggregates a broad set of fields used across Summary, Profile, Statistics & Risk, and fund performance views. Use it when you need fast, accurate, high-coverage data for a ticker without orchestrating multiple endpoints.

Returns a focused snapshot of key identification, market, and fundamental data for a single asset symbol. Retrieves core identification, current pricing, key valuation metrics, and fundamental data. The response field set is fixed, but it is possible to control which fields are included through the select_identifiers parameter. For a comprehensive field set use the /v1/summary endpoint.

Returns a profile and descriptive metadata for an asset, including identity, classification, governance fields, and fund-specific attributes where applicable. This endpoint acts as a unified profile snapshot. It combines company identity (for stocks), descriptive fund profile (for ETFs and mutual funds), and standardized governance placeholders where available.

Returns the latest news and press releases for financial assets. This endpoint aggregates news and press releases for stocks, ETFs, and mutual funds. Each item includes a headline, brief description, publication date, list of related tickers, and provider information.

Returns the current market price snapshot for a single asset symbol. For US-listed assets the response includes pre-market, regular, and post-market session prices, as well as a current price field reflecting the most recent traded price. For non-US assets, only the regular session and current price are returned. Applicable to stocks, ETFs, and mutual funds.

Returns dividend data, returns, profitability, growth, leverage, and business quality metrics for a single asset symbol. Retrieves a focused set of financial and market metrics covering dividend data, historical returns, profitability, growth, leverage, and business quality indicators. Primarily applicable to stocks.

Returns a paginated list of analyst-level coverage records for an asset, including per-analyst scores, current rating, sentiment, price target, and latest announcement date. Primarily intended for stocks — ETFs and mutual funds may return empty results. Use for populating an Analysts table in the Analysis module, filtering by sentiment, or sorting by announcement date.

Returns earnings and estimate records for an asset, including EPS actuals, earnings vs. revenue, EPS trends, revisions, and growth metrics. Supports filtering by type and accounting methodology (GAAP/normalized). Primarily intended for stocks — ETFs and mutual funds may return empty results. Use for populating Earnings & Estimates dashboards or feeding earnings analytics pipelines.

Returns analyst recommendation breakdown for a ticker over time (periodic snapshots), including counts for Strong Buy, Buy, Hold, Sell, and Strong Sell. Primarily intended for stocks — ETFs and mutual funds may return empty results. Use for building Recommendations charts or tracking sentiment changes over time.

Returns a feed of analyst rating actions for a ticker, including upgrades, downgrades, reiterations, and price target changes (from/to grade, action type, current and prior price targets). Primarily intended for stocks — ETFs and mutual funds rarely have analyst rating coverage. Use for populating an Upgrades & Downgrades table or tracking rating action feeds.

Returns a high-level ownership snapshot for an asset, focused on institutional and insider holdings where available. This endpoint is primarily relevant for stocks and returns insider and institutional ownership percentages, the number of institutions, and aggregated insider transaction flow metrics. For ETFs and mutual funds, most ownership fields are not applicable and are returned as null.

Returns a paginated list of institutional holders for an asset. Includes each holder's reported position, percent held, and estimated value. Supports filtering and sorting. Primarily relevant for stocks; for ETFs and mutual funds the response is typically empty.

Returns a list of mutual funds and ETFs that hold a given stock, including their reported position size, percent held, and estimated value. Answers the question "Which funds hold this stock?". Stock-centric endpoint — returns empty result for ETF and mutual fund symbols.

Returns a paginated list of insider transaction records for an asset, including recent insider actions, roles, and reported positions. Applicable only to stocks — for ETFs and mutual funds returns an empty result.

Returns a detailed, paginated list of insider transactions for a stock, including transaction descriptions, share counts, values, filer identity, and ownership type. More granular than get_holders_insiders. Applicable only to stocks — for ETFs and mutual funds returns an empty result.

Returns financial statements and valuation measures for equity (stocks mostly) across multiple reporting intervals. Provides structured financial reporting data (Income Statement, Balance Sheet, Cash Flow) and valuation snapshots (Valuation Measures) in a unified response. Supports filtering by type and interval (annual, quarterly, trailing).

Returns detailed Income Statement data for stocks and some funds, including revenue, expenses, and net income for the selected period. Supports filtering by interval (annual, quarterly, trailing). Use to populate the Income Statement section or pull time-series data for financial modeling and charting.

Returns comprehensive Balance Sheet data for stocks and some funds, providing a snapshot of a company's financial position and capital structure. Supports filtering by interval (annual, quarterly, trailing). Use to populate the Balance Sheet section or retrieve historical data for solvency analysis, ratios, and modeling.

Returns detailed Cash Flow Statement data, including operating, investing, and financing cash flows for the selected period. Supports filtering by interval (annual, quarterly, trailing). Use to populate the Cash Flow section or extract multi-period series for liquidity analysis, forecasting, or visualization.

Provides key Valuation Measures for stocks and some funds, including P/E, EV/EBITDA, P/B, and other metrics. Supports filtering by interval (annual, quarterly, trailing). Use to populate the Valuation Measures section or pull valuation metrics aligned to the same date grid as financial statements for comparative analysis.

Returns a consolidated set of key statistics and performance indicators for an asset. Acts as a unified statistics snapshot combining price data, valuation metrics, dividends, risk indicators, and trailing performance. Covers stocks (valuation, ownership, financial ratios, analyst data) and funds/ETFs (trailing returns, category-relative metrics, rankings).

Returns risk and risk-adjusted performance metrics for an asset across standardized time horizons (3y, 5y, 10y). All risk metrics are available for mutual funds; for stocks and ETFs the response may be empty. Metrics include Alpha, Beta, Sharpe Ratio, Treynor Ratio, R-squared, standard deviation, and mean annual return.

Returns historical annual total returns for an asset by calendar year, including quarterly breakdowns and category comparison values where available. Available for ETFs and mutual funds; returns empty result for stocks. Use to analyze long-term historical performance, compare against category averages, or build performance tables.

Returns consolidated portfolio composition and holdings-level aggregates for a fund (ETF or mutual fund), including asset allocation, sector exposure, and aggregated valuation characteristics of the underlying holdings. For stocks, all fields return null. Use to populate Holdings Overview or Portfolio Composition sections.

Returns the list of top holdings for a fund (ETF or mutual fund), including ticker symbol, name, and weight as a percentage of total net assets. Supports filtering and sorting. For stocks returns an empty result. Use to display portfolio concentration, issuer exposure, or Top Holdings tables.

Returns the full option chain for a single underlying ticker and expiration date, including all call and put contracts with pricing, bid/ask, volume, open interest, implied volatility, and moneyness. Applicable to stocks and ETFs with listed options — mutual funds are not supported. Use get_options_expirations first to discover valid expiration dates. Use for populating an options chain table or feeding strategy builders.

Returns a single option contract snapshot by its full contract identifier, including pricing, bid/ask, volume, open interest, implied volatility, moneyness, and Greeks (delta, gamma, theta, vega, rho). Applicable to stocks and ETFs with listed options — mutual funds are not supported. Use for contract detail panels, deep-link flows, or refreshing a single contract without reloading the full chain.

Returns the list of available option expiration dates for a single underlying symbol. Applicable to stocks and ETFs with listed options — mutual funds are not supported. Use as the first step before calling get_options_chain to discover valid expiration dates, build expiration dropdowns, or check whether a symbol has options coverage.