Data & Docs · CONNECTIONLook up stock, ETF and fund prices, financials, holders, analyst views, options, filings, calendars, macro data and news with FinImpulse.
Explore 38 workflow actions for FinImpulse, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Returns a paginated list of analyst-level coverage records for an asset, including per-analyst scores, current rating, sentiment, price target, and the latest announcement date.
Returns a feed of analyst rating actions for a ticker, including upgrades/downgrades (rating changes), reiterations, and price target changes.
Returns a paginated list of insider transaction records for an asset, including recent insider actions, roles, and reported positions.
Returns a profile and descriptive metadata for an asset, including identity, classification, governance fields, and fund-specific attributes where applicable.
Returns upcoming and historical corporate events associated with specific ticker symbols, including earnings announcements and Initial Public Offerings (IPOs).
Returns annual macroeconomic indicators by country, including GDP, inflation, employment, interest rates, trade, and government finances.
Returns historical annual total returns for an asset by calendar year.
Returns consolidated portfolio composition and holdings-level aggregates for a fund-like asset, including ETFs and mutual funds.
Returns the latest news and press releases for financial assets.
Returns a search result for global market indices, such as the S&P 500, Dow Jones, and Nasdaq Composite, with closing prices and key performance metrics.
Returns the full holdings composition for a selected ETF on a specific historical reporting date.
Returns the list of available historical holdings reporting dates for the selected ETF.
Returns historical price data for an asset, including dividends, splits, and capital gains, in a single stream.
Provides key Valuation Measures for stocks and some funds, including P/E, EV/EBITDA, P/B, etc.
Returns a high-level ownership snapshot for an asset, focused on institutional and insider holdings where available.
Returns a paginated list of institutional holders for an asset.
Returns a lightweight, cross-asset search result for stocks, ETFs, and mutual funds.
Returns a focused snapshot of key identification, market, and fundamental data for a single asset symbol.
Returns scheduled macroeconomic events, indicators, and data releases for countries globally (e.g., Unemployment Rate, CPI, Retail Sales).
Returns a current market price snapshot for a single asset symbol.
Returns a list of mutual funds and ETFs that hold a given stock, including their reported position size, percent held, and estimated value.
Returns a single option contract snapshot for a specific contract identifier.
Returns risk and risk-adjusted performance metrics for an asset across standardized time horizons.
Returns a unified, cross-asset search result for stocks, ETFs, and mutual funds.
Returns filing events for an asset, including filing dates, form types, document metadata, and source URLs.
Returns a consolidated set of key statistics and performance indicators for an asset.
Returns analyst recommendation breakdown for a ticker over time (rating distribution), including counts for Strong Buy/Buy/Hold/Sell/Strong Sell.
Returns the list of available option expiration dates for a single underlying symbol.
Returns the option chain for a single underlying ticker and expiration date.
Returns detailed Balance Sheet data for stocks and some funds, including assets, liabilities, and equity for the selected period.
Returns detailed Cash Flow Statement data, including operating, investing, and financing cash flows.
Returns earnings- and estimate-related analysis records for an asset, including earnings, revenue, EPS actuals, EPS trends, revisions, and growth metrics (depending on requested types).
Returns dividend data, returns, profitability, growth, leverage, and business quality metrics for a single asset symbol.
Returns detailed Income Statement data for stocks and some funds, including revenue, expenses, and net income for the selected period.
Provides transaction-level data and is more granular than /holders/insiders.
Returns a unified snapshot of identity, profile, market data, fundamentals, ownership, analyst coverage, and fund metrics for a single asset symbol.
Returns the list of top 10 holdings for a fund-like asset, including ETFs and mutual funds.
Returns the user’s account email, API token name, and current balance.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in FinImpulse. A saved workflow is not a completed provider action.
