FinTech

The fintech analyst's data terminal. Insider trading (Form 4), activist investors (13D), material events (8-K), real-time stock quotes, SEC filings, bank health, consumer complaints, and DeFi analytics.

Included Packs

📄

SEC EDGAR

Company filings, XBRL financials, full-text search across all SEC submissions

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FDIC BankFind

Bank health, call reports, enforcement actions, industry aggregates, failure history

📋

CFPB

Consumer complaint database. Search by company, product, date. Track complaint trends

📈

Alpha Vantage

Stock quotes, daily time series, company fundamentals, income statements, balance sheets (BYO key)

🔗

DefiLlama

DeFi protocol TVL, fees/revenue, chain comparisons, stablecoin data, yield pools

🌍

World Bank

GDP, financial inclusion, development indicators across 200+ countries

💱

FRED

Federal funds rate, credit data, money supply, yield curves, 800K+ economic time series

💳

Stripe

Customers, charges, subscriptions, balance, invoices (BYO key)

💰

QuickBooks

Accounting queries, customers, invoices, accounts (OAuth)

🏧

PayPal

Transactions, orders, invoices, disputes (BYO key)

🪙

Crypto

Real-time crypto prices and market data

📊

Exchange & Treasury

FX rates, treasury yield curves

All Tools

Insider Trading 4 tools

insider_trades Form 4 insider buy/sell filings — who's buying and selling shares

insider_8k Material events (earnings, M&A, officer changes, material agreements)

insider_13d Activist investor filings — 5%+ ownership stakes (13D/G)

insider_activity_summary Combined insider activity overview — trades, events, activists in one call

Finnhub 4 tools

get_quote Real-time stock quote — price, change, high, low, volume

get_company_news Recent news articles for a company

get_earnings_calendar Upcoming and recent earnings dates and estimates

search_symbol Search for stock ticker symbols by company name

SEC EDGAR 5 tools

edgar_search_filings Full-text search across all SEC filings

edgar_company_filings List filings for a specific company

edgar_company_facts All XBRL facts for a company

edgar_company_concept Single XBRL concept time series

edgar_ticker_to_cik Convert ticker symbol to CIK number

CFPB 5 tools

cfpb_search_complaints Search consumer complaints by keyword

cfpb_company_complaints Complaints for a specific company

cfpb_get_complaint Get a single complaint by ID

cfpb_top_companies Companies with most complaints

cfpb_product_breakdown Complaint counts by product category

FDIC BankFind 5 tools

fdic_search_institutions Search FDIC-insured institutions

fdic_get_institution Get details for a specific bank

fdic_financials Bank financial call report data

fdic_failures Historical bank failure records

fdic_summary Industry-wide aggregate statistics

Alpha Vantage 6 tools

av_quote Real-time stock quote

av_daily Daily price time series

av_overview Company overview and fundamentals

av_income_statement Annual and quarterly income statements

av_balance_sheet Annual and quarterly balance sheets

av_earnings Earnings per share history

DefiLlama 6 tools

defi_tvl_protocols List protocols by total value locked

defi_protocol_detail Detailed protocol TVL and chain breakdown

defi_chain_tvl TVL for a specific blockchain

defi_protocol_fees Protocol fees and revenue data

defi_stablecoins Stablecoin market data and supply

defi_yields DeFi yield pools and APY data

World Bank 4 tools

get_worldbank_indicator Fetch any World Bank indicator by code

get_country Country metadata and classifications

get_population Population data for any country

get_gdp GDP data for any country

FRED 5 tools

fred_get_series Fetch time series observations

fred_search Search for economic data series

fred_series_info Metadata for a specific series

fred_category Browse data by category

fred_releases Economic data release schedule

Crypto 2 tools

get_crypto_price Real-time cryptocurrency price

get_crypto_market Market cap, volume, and rankings

Exchange & Treasury 2 tools

get_exchange_rate Foreign exchange rates

get_treasury_rates US Treasury yield curve data

Stripe 6 tools

stripe_list_customers List Stripe customers

stripe_get_customer Get a specific customer

stripe_list_charges List payment charges

stripe_list_subscriptions List active subscriptions

stripe_get_balance Current Stripe balance

stripe_list_invoices List invoices

QuickBooks 5 tools

qb_query Run accounting queries

qb_get_customer Get a specific customer

qb_list_invoices List invoices

qb_get_invoice Get a specific invoice

qb_list_accounts List chart of accounts

PayPal 5 tools

paypal_list_transactions List recent transactions

paypal_get_order Get order details

paypal_list_invoices List invoices

paypal_get_invoice Get a specific invoice

paypal_list_disputes List payment disputes

Common questions

What data sources are included in the FinTech vertical?

SEC EDGAR (filings, XBRL financials, full-text search across all submissions), FDIC BankFind (call reports, enforcement, failure history), CFPB (consumer complaint database), Alpha Vantage (real-time quotes, fundamentals), and DeFi APIs. Covers insider trading (Form 4), activist investors (13D), material events (8-K), and bank health alongside live market data.

Can my AI agent monitor insider trading or 13D filings in real time?

Yes. EDGAR full-text search and the recent_changes meta-tool let an agent watch a ticker or CIK for new Form 4 insider trades, 13D activist filings, 8-K material events, or any other SEC form. recent_changes accepts a since window (e.g., 7d, 30d) and returns structured items rather than HTML.

Do I need an Alpha Vantage API key for real-time stock quotes?

Bring your own — Alpha Vantage's free tier is 25 calls per day, and the shared demo key returns rate-limit errors. Sign up for a free personal key in about 30 seconds at alphavantage.co/support/#api-key. SEC and FDIC data require no keys.

How current is the financial data — is anything cached or stale?

SEC EDGAR is queried live (filings appear within minutes of acceptance). Alpha Vantage quotes are live with end-of-day fundamentals. CFPB and FDIC publish on their own cadence (CFPB roughly daily, FDIC quarterly). Every response carries _meta.cache.fresh_until so an agent can reason about freshness before reusing data.