Getting Started

Equibles gives your AI assistant, your code and your spreadsheets structured financial data on US-listed companies: SEC filings, fundamentals, institutional holdings, insider and congressional trades, short data, prices and options, analyst estimates, macro series and earnings-call intelligence. Listings in Europe, China, Hong Kong, Japan and Canada are in the screener, the MCP server reads their prices, financials and earnings calls by MIC:TICKER, and European regulators' short-position, director-dealing and report disclosures have their own endpoints; see data coverage. There are three ways to connect, all free to start. Pick one:

Not sure which fits? See MCP vs REST. All three share one account and one daily limit, explained in Plans & limits. Prefer to ask in the browser with nothing to set up? Use ALVIS, the AI analyst on equibles.com.

Start in two minutes

1. Connect your AI assistant. Install Equibles in ChatGPT or add it as a connector in Claude, then sign in to Equibles. These connections use OAuth, so there is no API key to create.
2. Ask for Equibles by name. Try "Using Equibles, who are NVIDIA's largest institutional holders?" Without the name, the assistant may answer from memory or a web search instead.
3. Writing code instead? Create an API key and make your first REST call.

The Quickstart walks through all three, with a working request for each.

Explore

MCP server

• Connect a client: setup guides for ChatGPT, Claude, Cursor, VS Code and other clients.
• Tool reference: every tool your agent can call, with a real example each.
• Recipes: multi-tool workflows, such as analyzing an earnings call or mapping a company's competitors.

REST API

• REST API overview: base URL, pagination and the response format.
• Endpoint reference: every endpoint, grouped, with a worked example each.
• Errors & retries: status codes, the error envelope and rate-limit headers.

Account

• Authentication: OAuth sign-in, API keys and connection troubleshooting.
• Plans & limits: daily request limits per plan, and the data that needs a paid plan.

Web app

• ALVIS: the AI analyst on equibles.com, with cited answers, workflows and shared chats.
• Stock screener: filter the market on any metric and export the result as CSV.
• Portfolios and watchlists: holdings, cost basis, P&L, and stocks you watch.
• Trackers: turn a web page into structured data on a schedule.
• Email alerts: new SEC filings, earnings-call transcripts and upcoming earnings.
• Organizations: put colleagues on one subscription, with shared portfolios and API keys.

Reference

• Data coverage: every dataset and where it comes from.
• Data methodology: sourcing, verification and how figures are handled.
• Changelog: what's new, newest first.

Choose a dataset

Each guide explains the available data, supported requests and coverage limits, with links to the MCP and REST reference:

• Financial statements API: income statements, balance sheets, cash flows and valuation multiples.
• Earnings call transcript API: speaker-labelled transcripts, call events, guidance and briefs.
• Institutional holdings API: SEC 13F stock ownership, filer portfolios and quarterly activity.
• Insider trading API: SEC insider transactions, ownership and proposed sales.
• Congressional trading API: disclosed stock trades by ticker or member of Congress.
• Short interest API: short interest, daily short volume and off-exchange volume.
• Options chain API: expirations, strikes, quotes and Greeks; chain reads require a paid plan.
• Stock index constituents API: current index membership and constituent changes.
• Supply chain API: customers, suppliers and competitors named in 10-K filings; names require Pro.

Built for AI agents

Every page here is available as clean Markdown for LLMs and coding assistants. Open any page's Open as Markdown menu to copy it, or pull the whole set from llms.txt (a linked index) and llms-full.txt (the entire docs in one file).