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Step Guide: Financial Data

Research

Fetch stock prices, financials, and market data by ticker

Overview

The Financial Data step fetches comprehensive financial information for a publicly traded company by ticker symbol. It returns current pricing, market cap, trading data, and historical financials covering revenue, income, cash flow, debt, and more. All fields are pre-configured.

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

Provide a stock ticker symbol as input. The step returns current price, company name, market cap, trading data (volume, day range, year range, moving averages), and historical lists for revenue, net income, profit, cash flow, debt, 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

Frequently Asked Questions

Which companies are supported?
Any publicly traded company with a valid stock ticker symbol. Coverage focuses on US-listed companies; major international tickers and ADRs are also typically supported.
How current is the financial data?
Pricing and trading data are current as of the request. Historical financial arrays (revenue, income, cash flow) are updated as new earnings are reported.
Can I compare multiple companies?
Yes. Use a For Each loop over a list of tickers, place this step inside the loop, and use Collect to aggregate the results into a single dataset.