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Introduction

The Finance Agent API provides comprehensive access to financial data, AI-powered analysis, and earnings transcript search capabilities. The API is built on FastAPI and uses JWT-based authentication.

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Base URL

https://api.financeagent.com

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Authentication

All API endpoints (except public search) require authentication using JWT tokens. See Authentication for details. 
curl -H "Authorization: Bearer YOUR_JWT_TOKEN" \
  https://api.financeagent.com/user/profile

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Core Features

Chat

AI-powered financial analysis with streaming responses

Companies

Search and retrieve detailed company information

Transcripts

Access earnings call transcripts with highlighting

Screener

Natural language queries for financial data screening

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Rate Limits

The API implements rate limiting to ensure fair usage:
  • Per minute: 3 requests (standard users)
  • Per month: 20 requests (standard users)
  • Per month: 100 requests (admin users)
Rate limit information is returned in response headers: 
X-RateLimit-Limit: 20
X-RateLimit-Remaining: 15
X-RateLimit-Reset: 2026-04-01T00:00:00

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Response Format

All API responses follow a consistent JSON format: 
{
  "success": true,
  "data": {},
  "message": "Operation completed successfully",
  "execution_time": 0.123
}

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Error Handling

Errors are returned with appropriate HTTP status codes and descriptive messages: 
{
  "success": false,
  "error": "Rate limit exceeded",
  "message": "Monthly limit exceeded. Maximum 20 requests per month.",
  "rate_limit_info": {
    "limit_type": "month",
    "limit": 20,
    "reset_time": "2026-04-01T00:00:00"
  }
}

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Common Status Codes

CodeDescription
200Success
400Bad Request - Invalid parameters
401Unauthorized - Missing or invalid token
403Forbidden - Access denied
404Not Found - Resource does not exist
429Too Many Requests - Rate limit exceeded
500Internal Server Error
503Service Unavailable - System not initialized

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Streaming Responses

Some endpoints support Server-Sent Events (SSE) for real-time streaming: 
curl -N -H "Authorization: Bearer YOUR_JWT_TOKEN" \
  "https://api.financeagent.com/message/stream-v2"
Streaming events follow the SSE format: 
data: {"type": "progress", "message": "Analyzing question..."}

data: {"type": "result", "data": {...}}

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SDKs and Libraries

Official SDKs are available for:
  • Python (coming soon)
  • JavaScript/TypeScript (coming soon)
  • Go (coming soon)

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Support

For API support and questions:

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