Financial Research
Company fundamentals, SEC filings, insider trading, and stock screening.
Three ways to use Financial Research
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Financial Research.
Get Balance Sheet
Get balance sheet financial data including total assets, liabilities, equity, cash, and debt for a company.
Get Cash Flow Statement
Get cash flow statement data including operating cash flow, free cash flow, dividends, and capital expenditures.
Get Company Profile
Get a comprehensive profile of a public company including price, market cap, sector, industry, CEO, and description.
Get Income Statement
Get income statement financial data including revenue, net income, EPS, and EBITDA for a company.
Get Insider Trading
Get insider trading transactions (buys and sells) for a company.
Get SEC Filings
Get SEC filing history for a company, with optional filters for filing type and date range.
Get started automating Financial Research
Ready-to-use workflows
Prompts using Financial Research
Daily SEC filings sales signals on your HubSpot target accounts
Every weekday at 7am ET, turn overnight SEC filings on your HubSpot target accounts into ready-to-act notes, tasks, and a Slack roll-up.
Daily Slack briefing on the public companies you're meeting
Every weekday at 6:30am ET, get a one-page financial brief in Slack on each public company you have a meeting with, so you walk in prepared.
Monday morning insider buying digest for your watchlist
Every Monday at 8am ET, scan your stock watchlist for cluster insider buying and post a ranked digest in Slack.
Daily SEC filings brief for your watchlist
Every weekday morning, get a one-page executive brief on overnight 10-K, 10-Q, and 8-K filings for tickers you cover, posted to Slack and archived in Notion.
Daily small-cap stock screener log in Google Sheets
Every weekday at 9:30am ET, run your stock screen, log every candidate to Google Sheets, and post a one-line summary in Slack.