Financial data API · the inventory · REST + MCP
A financial data API, listed out: exactly what we have, how far back, and when it refreshes
Most financial data API pages tell you it is “comprehensive”. This one tells you what is in the box. Below is every data family EvidInvest serves — statements back to 1985, 30+ years for about 6,000 US companies, every row from 2009 on linked to its filing, growth rates, multiples and peers, Cboe delayed prices, and the valuation models — with its coverage and refresh time, and the tool that returns it. What we do not have is listed too.
Free calls to start on your first key, no card. Then credits — the same packs the site uses. Need the filings themselves, searchable from an LLM? That is the SEC filings page.
Coverage at a glance
1985 →
Annual and quarterly statements; 30+ years for about 6,000 US companies
2009 →
Every row links to its SEC filing, with first-disclosure dates
10-K 10-Q 20-F 40-F
The filings behind the statements, IFRS filers included
6,500+
US-listed symbols; Cboe daily prices back to 2004
48 tools
Statements, growth, multiples, prices, valuation, filing search, portfolio
15 min
Price delay (Cboe); stated in every price-bearing response
04:00 UTC
Nightly refresh; post-earnings refresh at 06:00 and 18:00 UTC
The inventory
One row per data family. The tool names are the ones in the OpenAPI spec and the MCP server.
| Data | What exactly | Coverage | Refresh | Tools |
|---|---|---|---|---|
| Financial statements, as filed | Income statement, balance sheet, cash flow — annual and quarterly, back to 1985 for thousands of US companies (30+ years for about 6,000 of them). From fiscal 2009 on, rows come from the 10-K / 10-Q (and 20-F / 40-F for IFRS filers) via SEC XBRL and carry the date of the filing they first appeared in, so restatements do not overwrite history. Older rows are vendor-sourced history without a filing link. | US companies, fiscal 1985 onward; filing-linked from 2009 | Nightly 04:00 UTC; post-earnings refresh 06:00 and 18:00 UTC | get_income_statement · get_balance_sheet · get_cash_flow |
| Company profile and snapshot | Name, sector, industry, exchange, description; a one-call snapshot with price, market cap, multiples, revenue, EBITDA and net income. | US-listed symbols | Nightly | get_company_profile · get_company_snapshot |
| Growth | Compound annual growth rates for revenue, net income, EPS, equity and cash flow; a 1 / 3 / 5 / 10 / 15-year CAGR matrix; EPS growth trajectory with its shape (accelerating, steady, decelerating) and a two-stage fair-value range. | Derived from the statements above | Nightly | get_growth_rates · get_cagr_matrix · get_growth_trajectory |
| Segment, geographic and customer breakdowns | Product and operating-segment revenue and revenue by geography from the 10-K / 10-Q; customers over 10% of revenue from the 10-K. Several thousand companies carry segment data; not every filer reports it. | Companies that disclose it, 10-K / 10-Q | With each new filing | get_segment_revenue · get_geographic_revenue · get_major_customers |
| Multiples, peers and industry medians | P/E (basic and diluted) history with statistical bands, P/B, P/S, EV/EBITDA, PEG; enterprise value with debt and cash; a peer group per company and the multiples of that group and of the industry. | US-listed symbols with filed statements | Nightly with prices | get_pe_ratios · get_trading_multiples · get_enterprise_value · get_company_peers · get_peer_multiples · get_industry_multiples · compare_stocks |
| Prices | Latest price and trading data, and daily price history. Cboe data, at least 15 minutes delayed; every price-bearing response carries an attribution field saying so. Not real-time, not for trading systems. | US-listed symbols, daily history back to 2004 | Intraday, delayed; history nightly | get_current_price · get_historical_prices |
| Valuation outputs | Bear / base / bull fair-value range from several methods; full DCF with year-by-year projections, terminal value and WACC; reverse DCF (the growth the price implies); margin of safety; comparables; DDM; single-metric interpretations. | Any US-listed symbol with enough filed data; every method returns its inputs | Nightly; calculators run on demand | get_fair_value_range · get_dcf_valuation · get_reverse_dcf · calculate_dcf · calculate_wacc · calculate_margin_of_safety · calculate_comparables · calculate_ddm · get_valuation_metric |
| Filing text and earnings calls | Semantic search over 10-K / 10-Q / 8-K sections and press exhibits, and over earnings-call transcripts by speaker turn — each hit with the exact passage, accession number and sec.gov link. Plus cited supply-chain profiles, supplier/customer edges, Item 1A risks and chokepoints. | EDGAR filings and calls; see the filings page | As filings are ingested | search_sec_filings · search_earnings_transcripts · sec_get_profile · sec_get_supply_chain · sec_get_risks · sec_find_chokepoints · sec_search · sec_compare |
| Portfolio and lists | Markowitz weight optimisation and risk decomposition (marginal contribution, VaR and CVaR at 95%) for a set of symbols; your own watchlists and portfolio lists, readable and writable through the API. | Any symbols with price history | On demand | optimize_portfolio · portfolio_risk_decomposition · list_user_stock_lists · get_list_items · … |
Full schemas for every tool in the OpenAPI spec; the same list, grouped, on the developer page.
On the website but not in the API — and not included at all
So you do not find out after you have written the code.
Website only, for now
Institutional ownership (13F)
Who holds a stock and what a fund owns, by filer, with quarter-over-quarter changes — on the website’s holder pages.
Options board
Daily open-interest summary (call and put walls) and an intraday flow scanner for several hundred liquid names — on the website’s options page.
Screener
Twelve fundamental filters and one-click presets, with a fair-value run on the results — free on the website; the underlying multiples and growth rates are in the API.
Not included
- —Analyst estimates or consensus numbers — nothing that is not filed.
- —Non-SEC foreign listings. Filing links before fiscal 2009 — those rows are historical vendor data.
- —Real-time prices; Cboe data is at least 15 minutes delayed.
- —Dividend history — the tool was retired on 2026-08-27; dividend text is available through filing search.
Fundamentals are SEC-filed only. If a number is not in a filing, it is not in this API — that is the point of it.
How you get the data
One REST call, or one MCP tool from Claude, Cursor or any MCP client. Same key, same credits either way.
import os, requests
r = requests.post(
"https://mcp.evidinvest.com/v1/tools/get_income_statement",
headers={"Authorization": f"Bearer {os.environ['EVIDINVEST_API_KEY']}"},
json={"arguments": {"symbol": "NVDA", "period": "annual"}},
timeout=30,
)
statements = r.json()["result"] # back to 1985; filing-linked from 2009claude mcp add --transport http evidinvest https://mcp.evidinvest.com/mcp \
--header "Authorization: Bearer YOUR_API_KEY"Every statement response names the filing it came from; every price carries its delay notice; every filing passage carries its accession number and sec.gov link.
01
Create a key
Sign in, open API keys, create one, copy it once. Free calls to start, no card.
02
Call a tool
POST /v1/tools/<tool> with {"arguments": {...}}, or add the MCP server to your client.
03
Keep the source
Store the filing date and accession that come back with the numbers; they are what make the table auditable later.
Pay as you go. No subscription.
One credit balance per account, shared by the website, the REST API and MCP. Free calls to start on your first key; then the same three packs the site sells. Credits never expire.
Starter
$10
Starter usage
Plus
$20
2× the starter usage
Pro
$59
5.5× the starter usage
You get more when you connect your own model. An analysis written on the site spends credits on our model. A call from your own LLM through MCP or REST only spends them on the data — so the same pack goes much further.
Questions developers ask
- Where does a statement number come from?
- From the company’s own XBRL filing on EDGAR — 10-K and 10-Q for US GAAP filers, 20-F and 40-F for IFRS filers. Each fiscal period is tagged with the date of the filing in which it was first disclosed, so a later restatement does not silently rewrite the history you already pulled.
- Is there a bulk download?
- No. The API is per-symbol, per-tool, at 60 requests per minute per key. For a universe-wide pull, loop over symbols; the nightly refresh means a symbol only needs to be re-pulled after it files.
- What is free?
- The website is free. Your first API key comes with free calls to start, once per account, no card. After that usage is metered against your credit balance — packs from $10, no subscription to cancel. At a balance of 0 the API returns HTTP 402 with a top-up link; the refused call is not charged.
- Can I show the data to my users?
- Fundamentals come from SEC EDGAR filings, which are public records. Prices are Cboe, 15 minutes delayed; every price-bearing response carries an attribution field with the delay notice — keep both if you display prices.
EvidInvest never says buy or sell. It shows what the filings say and how each number was computed. Research, not investment advice.