VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Financial Datasets Review, Pricing, and Features
Financial Datasets
Domain Rating by Ahrefs
Financial Datasets provides a REST API and hosted MCP server for US company fundamentals, prices, filings, insider trades, institutional ownership, news, screening, and selected crypto and macro data. It has no recurring free plan, and redistribution of underlying data requires Scale or a separate agreement.
Best for
- Developers building agents, screeners, research products, and portfolio tools with a REST API or hosted MCP server.
- Individuals comparing a $20 request pack with the $200 monthly Build plan.
- Teams that need 1 million monthly requests, redistribution rights, webhooks, or an uptime agreement.
Watch out
- The current introduction documents 27,000+ active and delisted US tickers, while the pricing FAQ calls these global tickers. Confirm non-US coverage by endpoint before buying.
- There is no recurring free plan. API use requires prepaid Credits or a Build, Scale, or Enterprise plan.
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Pricing
From $200/mo · Enterprise · 4 plans
Credits
One-time credit pack for light API use.
Build
Monthly plan with 100,000 included requests.
Scale
Monthly plan for higher volume, redistribution, and webhooks.
Enterprise
Quoted terms for custom volume and delivery.
Key features
- REST endpoints and a hosted MCP server provide two ways to query the service.
- Datasets include financial statements, segmented financials, stock prices, metrics, earnings, insider trades, institutional holdings, SEC filings, news, crypto prices, and central-bank rates.
- The introduction lists more than 27,000 active and delisted US tickers, while the pricing FAQ says global tickers. Confirm non-US coverage by endpoint.
- Historical stock prices are available at daily, weekly, monthly, and yearly intervals. A separate endpoint returns current US stock-price snapshots.
- The stock screener applies field, operator, and value filters to available financial metrics.
- SEC endpoints list filings and extract sections from 10-K, 10-Q, and 8-K filings.
- Ownership endpoints include insider transactions and holdings reported on Form 13F. Form 13F data has the statutory reporting lag.
- The MCP server supports OAuth 2.1 for interactive clients and API-key authentication for programmatic clients.
- Credits costs $20 once for 1,000 requests. Build costs $200 monthly for 100,000 requests. Scale costs $2,000 monthly for 1 million requests.
- Premium endpoints consume multiple request units: 8x on Credits, 4x on Build, and 2x on Scale.
- The service is data infrastructure, not a broker, charting terminal, or portfolio-accounting system.
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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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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