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.