YCharts
Financial data API for stock prices, fundamentals, mutual fund data, and economic indicators across 20,000+ securities.
Three ways to use YCharts
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 YCharts.
Get Company Data Points
Returns single date-value pairs for specified metrics and companies.
Get Company Data Series
Returns time-series of date-value pairs for specified metrics and companies.
Get Company Dividends
Returns dividend history for specified companies within an optional date range.
Get Company Fund Holdings
Returns fund/ETF holdings for specified companies. Max 25 symbols per request.
Get Company Info
Returns metadata fields (name, exchange, industry, etc.) for specified companies.
Get Company Stock Spinoffs
Returns stock spinoff history for specified companies within an optional date range.
Get started automating YCharts
Ready-to-use workflows
Prompts using YCharts
Mutual fund due diligence one-pager for analysts
When an analyst drops a fund ticker into an Airtable queue, get a polished Notion one-pager covering profile, performance, risk, holdings, and distributions.
Weekly macro briefing in Notion
Every Friday at 4:30pm ET, get a written macro briefing on the US economy published to your Notion research database, ready to read or share.
Client meeting prep briefs for wealth advisors
Every weekday at 6:30am ET, get a one-page Google Doc for each client review on your calendar, pre-loaded with portfolio prices, returns, and talking points.
Daily portfolio snapshot logger in Google Sheets
Log every position's closing price, value, and daily change to a Google Sheet right after the US market close, so you build a clean history for charting.
Pre-market watchlist briefing in Slack
Every US trading day at 8:30am ET, get a written watchlist briefing in Slack covering biggest movers, 52-week extremes, and valuation flags before the bell.
