★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Financial Datasets Review, Pricing, and Features
Financial Datasets
Financial Datasets is a developer-focused financial data API and official MCP server for teams building AI agents, stock screeners, portfolio tools, research apps, and quantitative workflows. It is strongest when you need simple programmatic access to U.S. equity fundamentals, prices, SEC filings, insider trades, institutional ownership, news, crypto prices, and screener endpoints without assembling many separate data vendors. The tradeoff is scope and licensing: coverage is centered on U.S. public companies, there is no permanent free tier, and redistribution is gated to Scale.
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Pricing
From $200/mo · Enterprise · 3 plans
Credits
One-time credit pack for light API use.
Build
Core subscription for product builders.
Scale
Custom higher-volume plan with redistribution and delivery options.
Key features
- Tools for building with a REST API plus an official remote MCP server for AI assistants, coding agents, and financial research workflows.
- Query access for financial statements, stock prices, segmented financials, insider trades, institutional ownership, SEC filings, crypto prices, news, interest rates, and related datasets.
- Cover U.S. public-company workflows with 27,000+ tickers, 30+ years of primary data on paid plans, and equity prices sourced from exchanges such as NASDAQ, NYSE, and AMEX.
- Stock-price endpoints for minute, day, week, month, and year intervals when building charts, screeners, backtests, and monitoring tools.
- Screening for stocks through a dedicated screener endpoint that applies field, operator, and value filters across available fundamental metrics.
- Analysis of SEC filings by listing filings and extracting raw text from 10-K, 10-Q, and 8-K items, with optional exhibit handling.
- Insider-trading and institutional-ownership data, including 13F-sourced holdings where the normal quarter-end reporting lag applies.
- Connections for AI tools through streamable HTTP and SSE MCP endpoints with OAuth 2.1 for interactive use and API-key authentication for programmatic access.
- Plans by workload: Credits is a $20 one-time pack, Build is a $200/month production tier, and Scale is custom priced with redistribution, webhooks, and Earnings KPIs/guidance.
- Non-U.S. equities, options, indices, and currencies are not the core catalog today, and redistribution rights are plan-gated.
- Financial Datasets is API infrastructure, not a broker, charting terminal, portfolio accounting system, or consumer investing app.
FAQ
Is Financial Datasets free?
No. Financial Datasets does not offer a free plan. Expect subscription, other, and one-time pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is Financial Datasets best for?
Financial Datasets is built for Quants/Developers, Algo Traders, and Analysts. It suits intermediate and advanced users.
What platforms and connections does Financial Datasets support?
You can use Financial Datasets on Web. Financial Datasets offers an API (REST) with APIKey and OAuth2 authentication. Integrations include Claude, Cursor, Windsurf, VS Code, Zed, and mcp-remote.
Which markets does Financial Datasets cover?
Financial Datasets covers North America. Examples include US. It tracks Stocks and Cryptos. Identifiers include Ticker and CIK.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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