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Step Guide: Financial Data

Research

Fetch financial data from FMP API

Overview

The Financial Data step fetches comprehensive financial information for a publicly traded company by ticker symbol. It returns current pricing, market cap, quote data, and 40+ historical data arrays covering revenue, income, cash flow, debt, and more. Both field sets are locked with system-defined fields.

When to Use

  • Build financial analysis workflows that compute metrics from raw company data
  • Generate investor reports with up-to-date financial figures
  • Compare financial metrics across multiple companies using a For Each loop
  • Feed financial data into AI steps for automated analysis or commentary

How It Works

The step reads a ticker string from its input record (must be non-empty). It calls the Financial Modeling Prep API and returns current_price, company_name, market_cap, quote data (change, volume, day_low, day_high, year_high, year_low, moving averages), and 40+ historical array fields (revenue_values, net_income_values, gross_profit_values, fcf_values, roe_values, ebitda_values, total_assets_values, total_debt_values, operating_cash_flow_values, and more).

Tips
  • Use Evaluate steps after this to compute ratios, growth rates, or CAGR from the array data
  • Historical data arrays are ordered chronologically. Use first() and last() in Evaluate expressions
  • Combine with SEC Filing data for a more complete financial picture
  • The ticker must be a valid, non-empty stock symbol