Funda Data

Funda AI Skill

Funda AI exposes two complementary surfaces backed by the same data:

Both require an active Funda AI subscription.

---

Step 1: Decide Which Surface

Default to MCP for ambiguous research-style questions. Use REST when the user wants machine-readable structured data — or when the MCP refuses (real-time prices, raw quotes).

The MCP also refuses buy/sell calls, price targets, personalized portfolio advice, tax/legal advice, and trade execution. Those are out of scope for both surfaces — decline politely and don't fall through to REST hoping for a different answer.

---

Step 2: MCP Flow (Research)

2a. Verify the MCP is connected

!`claude mcp list 2>/dev/null | grep -iE "^funda:" || echo "FUNDA_MCP_NOT_CONNECTED"`

• A line starting with funda: → registered. The tool is callable as mcp__funda__agent_chat. Continue.
• FUNDA_MCP_NOT_CONNECTED → ask the user to install:

  claude mcp add --transport http funda https://funda.ai/api/mcp

A browser tab opens for OAuth approval (1-hour token + 30-day refresh, auto-managed). The Claude Code session may need to be restarted before the tool registers.

2b. Frame the question

agent_chat is a fresh research turn with no cross-call memory — bake the ticker, time horizon, and assumptions into the question text itself.

If the user gave only a ticker, ask one clarifying question to scope the turn (preview? recap? primer? DCF?) before calling — vague questions burn a turn and return vague answers.

If the user is following up on a prior Funda response, quote the relevant paragraph back inside the new question; the agent has no memory of prior calls.

For more example questions per topic, see references/research-topics.md.

2c. Call the tool

mcp__funda__agent_chat(question: "<full research question>")

Typical run is 15–60 seconds; the server streams progress notifications throughout, so the client doesn't time out.

Response shape:

• content[0].text — answer prefixed with [Funda research output — fundamental analysis, informational only…]. Keep the prefix.
• _meta["funda.io/conversation_id"] — UUID. The in-app history page is https://funda.ai/agent-chat?c=<id> (the /agent-chat route redirects to /agent-chat-v2?c=<id>).
• _meta["funda.io/timed_out"] — true if the agent hit its run budget. Answer is partial; offer to retry with a tighter scope.

If the call returns 403 subscription_required, the MCP is registered but the account isn't subscribed — direct the user to https://funda.ai to activate.

Each call costs a research turn. Don't speculatively re-call with a rephrased question if the first answer was reasonable.

---

Step 3: REST Flow (Raw Data)

3a. Resolve FUNDA_API_KEY

The skill resolves FUNDA_API_KEY in this order: 1. FUNDA_API_KEY environment variable 2. FUNDA_API_KEY in .env in the current directory 3. FUNDA_API_KEY in .env at the git repo root (so a worktree inherits the key from the main checkout)

!`if [ -n "$FUNDA_API_KEY" ]; then echo "KEY_FROM_ENV_VAR"; elif [ -f .env ] && grep -qE "^FUNDA_API_KEY=" .env; then echo "KEY_FROM_LOCAL_DOTENV:$(pwd)/.env"; else GIT_COMMON=$(git rev-parse --path-format=absolute --git-common-dir 2>/dev/null); if [ -n "$GIT_COMMON" ]; then ROOT=$(dirname "$GIT_COMMON"); if [ -f "$ROOT/.env" ] && grep -qE "^FUNDA_API_KEY=" "$ROOT/.env"; then echo "KEY_FROM_ROOT_DOTENV:$ROOT/.env"; else echo "KEY_NOT_SET"; fi; else echo "KEY_NOT_SET"; fi; fi`

Then act on the result:

• KEY_FROM_ENV_VAR — use $FUNDA_API_KEY directly in curl calls.
• KEY_FROM_LOCAL_DOTENV:<path> / KEY_FROM_ROOT_DOTENV:<path> — load once before calling:

  export FUNDA_API_KEY=$(grep -E "^FUNDA_API_KEY=" <path> | head -1 | cut -d= -f2- | sed 's/^["'\'']//;s/["'\'']$//')

• KEY_NOT_SET — ask the user for their key. They can either export FUNDA_API_KEY="..." or add FUNDA_API_KEY=... to .env at the repo root (preferred for worktrees).

3b. Find the right endpoint

Match the user's request to a category and read the corresponding reference file for full parameters and response schemas.

3c. Call the endpoint

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/<endpoint>?<params>" | python3 -m json.tool

All responses are {"code": "0", "message": "", "data": ...}. A non-zero code is an error — read message.

List endpoints paginate: {"items": [...], "page": 0, "page_size": 20, "next_page": 1, "total_count": N}. Pages are 0-based; next_page is -1 when exhausted.

For broad ticker overviews ("tell me about AAPL"), combine a few REST calls: /v1/company-profile for sector/CEO/mcap/price + /v1/financial-statements?type=key-metrics-ttm + /v1/analyst?type=price-target-summary.

---

Step 4: Respond to the User

• For MCP synthesis: surface with structure (tables, bullets, headings) — don't dump the raw blob. Preserve the Funda disclaimer; never repackage analysis as a recommendation, price target, or trade signal.
• For MCP responses, cite https://funda.ai/agent-chat?c={conversation_id} so the user can inspect the agent's full timeline.
• For REST responses, format numbers cleanly (prices to 2 decimals, ratios to 2-4, large numbers with commas or abbreviations like $2.8T). Use tables for comparative data; summarize trends rather than dumping time series.
• For DCF / valuation work, surface the assumptions Funda used so the user can adjust them.
• Note the source: "Funda AI" (whether MCP or REST).
• Never provide trading recommendations — present the data and let the user draw conclusions.

---

Reference Files

MCP path:

• references/research-topics.md — categorized example questions and tips for framing agent_chat queries.

REST path:

• references/market-data.md — quotes, historical prices, charts, technical indicators
• references/fundamentals.md — financial statements, company profile/details, search/screener, analyst, companies list
• references/options.md — chains, greeks, GEX, flow, IV, screener, contract-level data
• references/supply-chain.md — supply-chain KG, relationships, graph traversal
• references/alternative-data.md — Twitter, Reddit, Polymarket, government trading, ownership
• references/news-enriched.md — AI-enriched news, event timeline, aggregated sentiment
• references/filings-transcripts.md — SEC filings, earnings/podcast transcripts, research reports
• references/calendar-economics.md — calendars, economics, treasury, FRED
• references/other-data.md — news, market performance, funds, ESG, COT, bulk, market hours
• references/recruit.md — AI-company hiring signals, JD classifications, product clusters, launch probabilities
• references/claude-proxy.md — Claude API proxy via Bedrock

Funda Data

Query Funda AI financial data via two complementary surfaces:

• MCP server at https://funda.ai/api/mcp — single agent_chat tool for analyst-grade research synthesis. OAuth (auto via claude mcp add).
• REST API at https://api.funda.ai/v1 — 60+ endpoints for raw structured data. FUNDA_API_KEY Bearer auth.

The skill prefers the MCP for research/analysis questions and falls back to REST for raw data the MCP declines (real-time quotes, intraday candles, raw options chains, single line items, bulk downloads).

Triggers

MCP path (synthesis):

• Earnings previews/recaps, beat-miss decomposition
• Analyst estimate-revision trends
• SEC filing summaries (10-K, 10-Q, 8-K, S-1)
• Earnings call transcript digestion
• Company primers, competitive positioning, supply-chain mapping
• Sector deep-dives (semis, pharma, banks, retail, energy, mining, housing)
• DCF and comps modelling against caller-supplied assumptions
• Macro framing (Fed stance, Dalio quadrant, sector rotation)

REST path (raw data):

• Real-time / intraday / EOD prices and quotes
• Financial statements (income, balance sheet, cash flow) as structured JSON
• Options chains, greeks, GEX, IV, max pain, flow alerts
• Supply-chain knowledge graph (raw edges)
• Twitter, Reddit, Polymarket, congressional trades, ownership (13F)
• News, calendars, FRED, ESG, COT, AI-company hiring signals

Triggers on any mention of "funda", "funda.ai", or specific endpoints/topics above.

Out of Scope (Both Surfaces)

The Funda agent (and this skill) will not:

• Issue buy / sell / hold recommendations or price targets
• Provide personalized investment advice or portfolio allocation
• Give tax, legal, or regulatory advice
• Execute trades

Platform

CLI only — requires Claude Code (or another MCP-aware client with shell access) so claude mcp add and the curl-based REST flow both work.

Setup

Paid service — A Funda AI subscription is required. The MCP returns 403 subscription_required and the REST API rejects unsubscribed keys.

MCP

claude mcp add --transport http funda https://funda.ai/api/mcp

A browser tab opens for OAuth. The access token lasts 1 hour and auto-refreshes via a 30-day refresh token. Restart your Claude Code session after approval so the tool registers.

To remove later: claude mcp remove funda.

REST

Get an API key from Funda AI, then either:

export FUNDA_API_KEY="your-api-key-here"

…or add FUNDA_API_KEY=... to .env at the repo root (preferred when working across worktrees — the skill resolves the key from env, local .env, then the repo-root .env).

Reference Files

Alternative Data Reference

Social sentiment (Twitter, Reddit), prediction markets (Polymarket), government trading, and ownership data.

---

GET /v1/twitter-posts

Tweets from financial KOLs (key opinion leaders).

Parameters

Response fields: tweet_id, url, author_username, author_name, text, lang, retweet_count, reply_count, like_count, view_count, tickers, tweeted_at.

GET /v1/twitter-posts/{id}

Full details including entities, quoted_tweet, author profile.

# Tweets mentioning AAPL
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/twitter-posts?ticker=AAPL&page_size=10"

# Search tweets
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/twitter-posts?search=nvidia+earnings&page_size=10"

---

GET /v1/reddit-posts

Reddit posts from finance subreddits (wallstreetbets, stocks, etc.).

Parameters

Response fields: post_id, subreddit, author, title, selftext, link_flair_text, score, upvote_ratio, num_comments, tickers, posted_at.

GET /v1/reddit-comments

Reddit comments from finance subreddits.

Parameters

# WSB posts about TSLA
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/reddit-posts?subreddit=wallstreetbets&ticker=TSLA&page_size=10"

# DD posts on r/stocks
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/reddit-posts?subreddit=stocks&link_flair_text=DD&page_size=10"

---

GET /v1/polymarket/markets

Search prediction markets from Polymarket.

Parameters

Response fields: id, question, outcomes, outcome_prices, volume, volume_24hr, liquidity, active, closed, end_date.

GET /v1/polymarket/events

Search prediction market events (groups of related markets).

Same parameters as /markets. Response additionally includes a markets array with nested market details.

# Bitcoin prediction markets
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/polymarket/markets?keyword=bitcoin&active=true&order=volume24hr"

# Political events
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/polymarket/events?tag=politics&active=true"

---

GET /v1/government-trading

Congressional stock trades (Senate & House).

Parameters

Types

Response fields: disclosureDate, transactionDate, ticker, name, assetDescription, type (Purchase/Sale), amount, representative, district.

# Latest Senate trades
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/government-trading?type=senate-latest&limit=20"

# Congressional trades in NVDA
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/government-trading?type=senate-trades&ticker=NVDA"

---

GET /v1/ownership

Institutional ownership (13F) and insider trades (Form 4).

Parameters

Institutional Types (13F)

Insider Types (Form 4)

# Top institutional holders of AAPL
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/ownership?type=institutional-latest&ticker=AAPL&limit=10"

# Recent insider trades in TSLA
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/ownership?type=insider-search&ticker=TSLA&limit=10"

# Latest insider trades across all stocks
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/ownership?type=insider-latest&limit=20"

Calendar & Economics Reference

---

GET /v1/calendar

Corporate event calendars and earnings transcripts.

Parameters

Calendar Types

Transcript Types

Examples

# Upcoming earnings this week
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/calendar?type=earnings-calendar&date_after=2026-03-31&date_before=2026-04-04"

# Historical earnings for AAPL
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/calendar?type=earnings&ticker=AAPL&limit=8"

# Dividend calendar
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/calendar?type=dividends-calendar&date_after=2026-04-01&date_before=2026-04-30"

# Economic calendar
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/calendar?type=economic-calendar&date_after=2026-03-31&date_before=2026-04-07"

# Latest earnings transcript
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/calendar?type=transcript-latest&ticker=AAPL"

Earnings calendar response fields: date, ticker, eps, epsEstimated, time (amc/bmo), revenue, revenueEstimated, fiscalDateEnding.

---

GET /v1/economics

Economic indicators, treasury rates, and market risk premium.

Parameters

Types

Available Indicators

Examples

# Treasury rates
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/economics?type=treasury-rates&date_after=2026-01-01"

# GDP data
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/economics?type=indicators&indicator=GDP&date_after=2023-01-01"

# Unemployment rate
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/economics?type=indicators&indicator=unemploymentRate"

# CPI
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/economics?type=indicators&indicator=CPI"

# Market risk premium
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/economics?type=market-risk-premium"

Treasury rates response fields: date, month1, month2, month3, month6, year1, year2, year3, year5, year7, year10, year20, year30.

---

GET /v1/fred

FRED series data: sector indices, money supply, PCE, trade balance.

Uses type parameter. See full docs at https://api.funda.ai/docs/fred.md.

Claude API Proxy (Bedrock) Reference

Proxy for the Anthropic Messages API via AWS Bedrock. Lets team members use Claude Code (and any Anthropic SDK) without individual AWS credentials.

Endpoint

POST https://api.funda.ai/v1/claude/v1/messages

Base URL (for Anthropic SDK configuration): https://api.funda.ai/v1/claude

Authentication

Standard Funda auth: Authorization: Bearer <FUNDA_API_KEY>. The Anthropic SDK's x-api-key header is automatically converted to Authorization: Bearer by the proxy middleware.

Response format

Responses follow the standard Anthropic Messages API format — they are not wrapped in {"code","message","data"}. Streaming (SSE) is fully supported.

Model mapping

Unrecognized model IDs are rejected by Bedrock.

SDK usage

from anthropic import Anthropic

client = Anthropic(
    base_url="https://api.funda.ai/v1/claude",
    api_key="<FUNDA_API_KEY>",
)

message = client.messages.create(
    model="claude-sonnet-4-6",
    max_tokens=1024,
    messages=[{"role": "user", "content": "Hello"}],
)

Streaming:

with client.messages.stream(
    model="claude-sonnet-4-6",
    max_tokens=1024,
    messages=[{"role": "user", "content": "Hello"}],
) as stream:
    for text in stream.text_stream:
        print(text, end="", flush=True)

Refer to the Anthropic Messages API docs for full request/response schemas.

SEC Filings, Transcripts & Research Reports Reference

---

GET /v1/sec-filings

SEC filings with filtering and pagination.

Parameters

Response fields: id, accession_number, ticker, cik, filing_date, accepted_date, form_type, fiscal_year, fiscal_quarter, filing_index_url, primary_doc_url.

GET /v1/sec-filings/{filing_id}

Single filing by UUID.

# AAPL 10-K filings
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/sec-filings?ticker=AAPL&form_type=10-K&page_size=5"

# Recent 8-K filings for any company
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/sec-filings?form_type=8-K&page_size=10"

---

GET /v1/sec-filings-search

Search SEC filings. Uses type parameter for filing type. See full docs at https://api.funda.ai/docs/sec-filings-search.md.

---

GET /v1/transcripts

Earnings call and podcast transcripts.

Parameters

Earnings call response fields

id, ticker, date, year, quarter, type, content (full text), content_json (array of {speaker, title, text} objects).

Podcast response fields

id, type, title, source_url, content, content_json with nested: podcast, episode_title, youtube_id, url, published_at, channel_handle, segments (array of {text, start, duration}).

GET /v1/transcripts/{transcript_id}

Single transcript by UUID.

# AAPL earnings call Q1 2025
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/transcripts?ticker=AAPL&year=2025&quarter=1&type=earning_call"

# Latest podcast transcripts
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/transcripts?type=podcast&page_size=5"

# All transcripts from last month
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/transcripts?date_after=2026-03-01&date_before=2026-03-31"

---

GET /v1/investment-research-reports

Investment research reports with filtering.

Parameters

GET /v1/investment-research-reports/{report_id}

Single report by UUID.

See full docs at https://api.funda.ai/docs/investment-research-reports.md.

---

GET /v1/emails

Research emails ingested from the research inbox (UBS, JPMorgan, expert interviews, conference invites, etc.).

Parameters

List response excludes heavy/PII fields (content_html, content_text, attachments, extra, sender_email, recipient, cc, email_account); sender_name and subject are redacted against PII keywords.

GET /v1/emails/{email_id}

Single email with full content.

GET /v1/emails/max-date

Max value of a date field for incremental sync. Used by the ingestion pipeline.

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/emails?author=UBS&type=research_report&ticker=AAPL"

Fundamentals, Analyst & Search Reference

GET /v1/financial-statements

Financial statements, ratios, key metrics, and growth statistics.

Parameters

Types

Examples

# Annual income statement (last 5 years)
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/financial-statements?type=income-statement&ticker=AAPL&period=annual&limit=5"

# Quarterly balance sheet
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/financial-statements?type=balance-sheet&ticker=AAPL&period=quarter&limit=4"

# Key metrics TTM
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/financial-statements?type=key-metrics-ttm&ticker=AAPL"

# Revenue by product segment
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/financial-statements?type=revenue-product-segmentation&ticker=AAPL"

Key fields in income statement response: date, ticker, revenue, costOfRevenue, grossProfit, grossProfitRatio, operatingExpenses, operatingIncome, ebitda, netIncome, eps, epsdiluted, weightedAverageShsOutDil.

Key fields in key-metrics-ttm: peRatioTTM, priceToSalesRatioTTM, pbRatioTTM, evToSalesTTM, enterpriseValueOverEBITDATTM, roeTTM, roicTTM, debtToEquityTTM, currentRatioTTM, dividendYieldTTM, freeCashFlowYieldTTM.

---

GET /v1/company-profile

Quick company profile (price, market cap, beta, description, sector, CEO, trading flags). Single-ticker convenience endpoint.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/company-profile?ticker=NVO"

Key response fields: ticker, price, marketCap, beta, lastDividend, range, change, changePercentage, volume, averageVolume, companyName, currency, cik, isin, cusip, exchangeFullName, exchange, industry, sector, country, website, description, ceo, fullTimeEmployees, ipoDate, isEtf, isActivelyTrading, isAdr, isFund.

---

GET /v1/company-details

Company profile, executives, market cap, shares float, M&A history.

Parameters

Types

Examples

# Profile
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/company-details?type=profile&ticker=AAPL"

# Executives
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/company-details?type=executives&ticker=AAPL"

# Peer companies
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/company-details?type=peers&ticker=AAPL"

---

GET /v1/search

Search by symbol/name/CIK, stock screener, and market directories.

Parameters

Types

Examples

# Search by name
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/search?type=name&query=nvidia"

# Stock screener
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/search?type=screener&marketCapMoreThan=1000000000&sector=Technology&limit=10"

---

GET /v1/analyst

Analyst estimates, price targets, grades, and valuation models.

Parameters

Types

Aliases: price-target → price-target-summary, rating/ratings → ratings-snapshot.

Note: earnings-surprises lives at /v1/bulk?type=earnings-surprises, not here.

Examples

# Analyst estimates
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/analyst?type=estimates&ticker=AAPL&period=quarter"

# Price targets
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/analyst?type=price-target-summary&ticker=AAPL"

# DCF valuation
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/analyst?type=dcf&ticker=AAPL"

# Latest analyst grades
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/analyst?type=grades&ticker=AAPL&limit=10"

---

GET /v1/companies

List companies with pagination.

Parameters

When simple=true, returns only: id, ticker, company_name, industry.

Full response includes: id, ticker, company_name, description, currency, cik, isin, cusip, exchange, industry, sector, website, ceo, country, full_time_employees, ipo_date, is_etf, is_actively_trading.

Market Data & Prices Reference

GET /v1/quotes

Real-time and aftermarket quotes for stocks, ETFs, mutual funds, commodities, crypto, forex, and indexes.

Parameters

Types

Example: Real-time quote

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/quotes?type=realtime&ticker=AAPL"

Response fields: ticker, name, price, changesPercentage, change, dayLow, dayHigh, yearHigh, yearLow, marketCap, priceAvg50, priceAvg200, volume, avgVolume, exchange, open, previousClose, eps, pe, earningsAnnouncement, sharesOutstanding, timestamp.

Example: Batch quotes

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/quotes?type=batch&ticker=AAPL,MSFT,GOOGL"

---

GET /v1/stock-price

Historical end-of-day stock prices.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/stock-price?ticker=AAPL&date_after=2024-01-01&date_before=2024-12-31"

Response: {"data": {"ticker": "AAPL", "historical": [{"date", "open", "high", "low", "close", "volume", "vwap"}, ...]}}.

---

GET /v1/charts

Historical price charts (EOD and intraday) and technical indicators.

Parameters

Price Chart Types

Technical Indicator Types

Examples

# EOD chart
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/charts?type=light&ticker=AAPL&date_after=2024-01-01&date_before=2024-01-31"

# 5-minute intraday
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/charts?type=5min&ticker=AAPL&date_after=2024-01-31"

# 50-day SMA
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/charts?type=sma&ticker=AAPL&timeframe=1day&period_length=50"

# 14-day RSI
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/charts?type=rsi&ticker=AAPL&timeframe=1day&period_length=14"

---

GET /v1/commodities

Commodity quotes and historical prices. Uses type parameter — see full docs at https://api.funda.ai/docs/commodities.md.

GET /v1/forex

Forex pair quotes and historical rates. Uses type parameter — see full docs at https://api.funda.ai/docs/forex.md.

GET /v1/crypto

Cryptocurrency quotes and historical prices. Uses type parameter — see full docs at https://api.funda.ai/docs/crypto.md.

AI-Enriched News Reference

AI-processed news articles with sentiment, 3-bullet summaries, importance ratings, developing-story event timelines, and aggregated per-ticker sentiment.

Only articles that have been AI-enriched (have enriched_at in metadata) are returned. For raw news, use /v1/news or /v1/stock-news.

---

GET /v1/news/ticker

Enriched news articles mentioning a ticker, with AI-generated summaries, importance ratings, and per-ticker sentiment.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news/ticker?ticker=NVDA&page_size=10"

Response fields (per item)

• id, title, source, url, published_at, tickers
• summary: AI-generated 3-bullet array
• importance_rate: 1-10 (1=trivial, 10=black-swan)
• sentiment: {direction: positive|negative|neutral, confidence: 0-1, reason, explicit} for the requested ticker (or null)

---

GET /v1/news/timeline

Event timeline for a ticker — groups related articles into developing events.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news/timeline?ticker=NVDA&limit=10"

Response fields (per event)

• event_id, title, summary, status (e.g., developing)
• sectors, event_types, key_tickers
• item_count, created_at
• articles: array of {news_id, title, source, published_at, delta}

Events are ordered by creation date, most recent first.

---

GET /v1/news/sentiment

Aggregated sentiment for a ticker over a lookback window, broken down by ticker/sector/market.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news/sentiment?ticker=NVDA&days=30"

Response

• ticker, period_days
• ticker_sentiment: {positive, negative, neutral, total, latest: {direction, confidence, reason, explicit}}
• sector_sentiment: array of per-sector counts (empty under V1 sentiment data)
• market_sentiment: array of per-market counts (empty under V1 sentiment data)

Options Data Reference

All options data powered by Unusual Whales.

---

GET /v1/options/stock

Stock-level options data (32 types).

Parameters

---

Chains & Contracts

Volume & Open Interest

Greeks & GEX

Flow

IV & Volatility

Other

Examples

# Option chains
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=option-chains"

# Greeks for a specific expiry
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=greeks&expiry=2026-04-17"

# Gamma exposure (GEX)
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=greek-exposure"

# IV rank
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=iv-rank"

# Max pain
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=max-pain"

# Recent option flow
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=flow-recent"

# Net premium ticks
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=net-prem-ticks"

# OI change
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=oi-change"

# NOPE indicator
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/stock?ticker=AAPL&type=nope"

---

GET /v1/options/flow-alerts

Market-wide unusual options activity alerts.

Parameters

Example

# Unusual options: sweeps with >$100k premium
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/flow-alerts?is_sweep=true&min_premium=100000"

Response fields: type, ticker, strike, expiry, total_premium, volume, open_interest, underlying_price, iv_start, iv_end, has_sweep, has_multileg, alert_rule, option_chain, created_at.

---

GET /v1/options/contract

Contract-level options data.

Parameters

Types

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/contract?contract_id=AAPL260417C00250000&type=flow"

---

GET /v1/options/screener

Options screener for finding hottest option chains.

Parameters

Example

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/options/screener?min_volume=1000&min_premium=50000&order=volume&order_direction=desc"

Other Data Reference

News, market performance, funds, ESG, COT, crowdfunding, market hours, bulk data, stock news.

---

GET /v1/news

Financial news and press releases.

Parameters

Types

# AAPL stock news
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news?type=stock&ticker=AAPL&limit=10"

# Latest market news
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news?type=general-latest&limit=10"

# TSLA press releases
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/news?type=press-releases&ticker=TSLA&limit=5"

---

GET /v1/market-performance

Sector/industry performance, gainers, losers.

Uses type parameter. See full docs at https://api.funda.ai/docs/market-performance.md.

---

GET /v1/funds

ETF/mutual fund holdings, index constituents.

Uses type parameter. See full docs at https://api.funda.ai/docs/funds.md.

---

GET /v1/esg

ESG ratings, disclosures, benchmarks.

Uses type parameter. See full docs at https://api.funda.ai/docs/esg.md.

---

GET /v1/cot-report

Commitment of Traders reports.

Uses type parameter. See full docs at https://api.funda.ai/docs/cot-report.md.

---

GET /v1/crowdfunding

Crowdfunding offerings (Form C/D).

Uses type parameter. See full docs at https://api.funda.ai/docs/crowdfunding.md.

---

GET /v1/market-hours

Exchange trading hours and holiday schedules.

Uses type parameter. See full docs at https://api.funda.ai/docs/market-hours.md.

---

GET /v1/bulk

Bulk data downloads.

Uses type parameter. See full docs at https://api.funda.ai/docs/bulk.md.

Note: earnings-surprises is available at /v1/bulk?type=earnings-surprises.

---

GET /v1/stock-news

Stock news merged from internal database (moomoo, etc.) and FMP, deduplicated by URL, sorted by published date desc.

curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/stock-news?ticker=AAPL,MSFT&limit=10"

Response fields per item: tickers, published_at, source, title, image, text, url.

For AI-enriched news (summary, sentiment, importance rating, event timelines), see references/news-enriched.md (/v1/news/ticker, /v1/news/timeline, /v1/news/sentiment).

---

For companies listing (/v1/companies), see references/fundamentals.md.

For AI-company recruit signals (/v1/recruit-*), see references/recruit.md.

AI Company Recruit Signals Reference

Hiring-based alpha signals covering the major AI companies: OpenAI, Anthropic, Google, xAI, SurgeAI, Mercor.

Pipeline:

raw JDs  ─►  classifications ─►  product clusters ─►  launch probabilities ─►  stock impacts
                                                                        ╲
                                                                         ►  GTM products
news/emails ────────────────────────────────────────────►  enterprise events (with event-study alpha)

All list endpoints return paginated envelopes (items, page, page_size, next_page, total_count). Iterate with page_size=500–1000 until next_page=-1.

---

GET /v1/recruit-job-postings

Raw job postings scraped from company career pages. Both open (is_active=true) and historical closed postings are included; each item carries the full description.

Key parameters

GET /v1/recruit-job-postings/{job_posting_id}

Single posting by UUID. Detail adds requirements, extra, updated_at.

Notes: salary_period is annual for OpenAI/Anthropic/Google/xAI, hourly for Mercor contracts. Google live jobs have posted_at=null. Jobs with no description are excluded.

---

GET /v1/recruit-jd-classifications

Claude-inferred metadata per JD (vertical, intent, function, seniority), linked to a job posting via recruit_job_id.

Key parameters

List items exclude description. GET /v1/recruit-jd-classifications/{job_id} returns the full record including description and scraped_date.

---

GET /v1/recruit-product-signal-clusters

Product-level hiring signals grouped by (company, vertical) with urgency scoring and competing-company threat map.

Key parameters

List items include competing_public_companies but exclude product_description, hiring_signal, func_dist, vert_dist, enterprise_verticals, evidence_quotes. Detail (/{cluster_id}) returns all fields.

competing_public_companies entries: {ticker, name, threat_level, reason, hop} where hop=1 is Claude-identified and hop=2 is discovered via supply chain KG expansion.

---

GET /v1/recruit-gtm-products

Claude-extracted product names from Sales/GTM JDs, grouped by (company, vertical). Unique on (company, vertical).

Key parameters

Response fields: product_names (array), jd_count, evidence_sample, generated_at.

---

GET /v1/recruit-launch-probabilities

Product launch probability matrix per (company, vertical) from JD time-series analysis, phase detection, and spike alerts.

Key parameters

List items exclude monthly_jd_series, spike_alerts, formula components (jd_signal, spike_boost, phase_boost). Detail (/{item_id}) returns the full record.

status: LAUNCHED = probability=1.0 (already in market), PREDICTING = active signal, RESEARCH = early stage.

---

GET /v1/recruit-stock-impacts

Ticker-level impact scores — which public software stocks are most threatened by AI-company hiring signals. Unique on (ticker, report_date) (supports historical snapshots).

Key parameters

List items exclude related_products and vertical_breakdown. Detail (/{item_id}) returns the full record.

Score definitions:

• impact_score = base sector exposure × vertical match weight
• adj_score = impact_score × boosted launch probability (primary ranking metric)
• urgency = HIGH when adj_score >= 0.7 and launch probability is elevated
• biz_pct = estimated % revenue exposed to the threatened vertical (0–100)

---

GET /v1/recruit-enterprise-events

AI-company events (new models, pricing changes, partnerships, acquisitions, feature launches) extracted from news and expert emails, with Claude-assessed magnitude and event-study alpha vs QQQ (T+1 to T+10).

Key parameters

List items exclude description and alpha_detail. Detail (/{item_id}) returns the full record.

Fields:

• magnitude: 0.0–1.0 (Claude-assessed)
• sentiment: positive \| negative \| neutral
• alpha_t1_t10: cumulative abnormal return T+1→T+10 vs QQQ
• alpha_tstat: t-statistic; is_significant when p < 0.05
• alpha_detail: per-ticker breakdown [{ticker, alpha, tstat}, ...]

---

Typical workflows

• "What's OpenAI building in Healthcare?" → recruit-launch-probabilities?company=openai&vertical=Healthcare + recruit-product-signal-clusters?company=openai&vertical=Healthcare
• "Which public stocks are most threatened by AI hiring?" → recruit-stock-impacts?urgency=HIGH&order=-adj_score
• "Show significant AI-company events with market impact" → recruit-enterprise-events?is_significant=true&order=-event_date
• "What products is Anthropic selling?" → recruit-gtm-products?company=anthropic

Funda Research Topics

The Funda agent has access to ~170 fundamental-research skills plus a structured-data layer covering filings, transcripts, estimates, ownership flow, options structure, news, sentiment, and prediction markets. Below are the domains it covers, with example questions you can pass to agent_chat.

Earnings & Estimates

• "Preview AAPL's Q4 print — segment trends to watch, where consensus is aggressive vs conservative, and the historical beat/miss pattern."
• "Walk through MSFT's Q3: beat/miss by segment, guide vs consensus, and the analyst Q&A color on Azure growth."
• "How have analyst estimates for NVDA's FY26 EPS shifted over the last 90 days, and what drove the revisions?"
• "Decompose AMZN's last earnings beat — operating leverage vs one-time items vs segment mix."

Company & Sector Research

• "Give me a research primer on PLTR — business mix, customer base, growth drivers, key risks."
• "Who actually competes with CRWD in EDR, and how has CRWD's win rate trended over the last 4 quarters?"
• "Map ASML's top customers and their wafer-start exposure for the N3 / N2 ramp."
• "Summarize the 2026 capex cycle for hyperscalers — spending tiers by name, supplier exposure, gross-margin implications."
• "Walk me through the pharma pipeline economics for LLY — late-stage assets, peak-sales estimates, patent cliff exposure."
• "Frame the housing-cycle outlook for 2026 — affordability, inventory, builder margin compression."

SEC Filings & Transcripts

• "Diff the new risk factors in TSLA's latest 10-K versus the prior year — flag substantive additions."
• "Pull the substantive content from META's last 8-K and explain what it means for the equity story."
• "Summarize the analyst Q&A from GOOGL's last earnings call — which themes drew the most pushback?"
• "What did NVDA's last 10-Q say about gross-margin trajectory and customer concentration?"
• "Read the S-1 for [recent IPO] and surface the bear case the prospectus glosses over."

Valuation Methodology

Funda runs the math against assumptions you provide — it does not pick the assumptions for you, and the output is methodology, not a price target.

• "Walk through a DCF for NVDA assuming 25% data-center growth, 10% terminal margin, 9% WACC — surface the sensitivity table."
• "Build a comp set for SNOW — who belongs in it, what multiples apply, where does SNOW screen rich/cheap on each."
• "Bull / base / bear case for AMD's data-center segment over 8 quarters, with assumptions stated."
• "Review CRWD's capital allocation over the last 3 years — buybacks, M&A, R&D as % of revenue, and what it implies."

Macro & Cycle Context

• "Where is the Fed in the cutting cycle right now, and what does the dot plot vs market pricing imply for 2026?"
• "Which Dalio quadrant is the US economy in, and which assets historically lead/lag in that regime?"
• "What sectors typically lead in the late stage of a goods recession?"
• "Summarize the credit-cycle indicators flashing right now — corporate spreads, bank lending, default rates."

Structured Market Data (historical, not live)

• "Has institutional ownership of CRWD shifted in the latest 13F filings — net buyers vs sellers?"
• "What does the gamma exposure profile and skew look like for SPY heading into Friday's close?"
• "How has retail sentiment on PLTR shifted over the last 14 days across Reddit and Twitter?"
• "What is Polymarket pricing for the 2026 Fed rate path?"
• "Show recent congressional trades in semiconductor names and any cluster patterns."

Tips for Framing

• Stand-alone questions. Each agent_chat call is a fresh turn with no memory of prior calls. Re-state the ticker, horizon, and assumptions every time.
• Be specific about horizon. "Next quarter" vs "next 4 quarters" vs "FY26" — vague horizon gets a vague answer.
• Surface assumptions for valuation. Don't ask "is NVDA cheap?" — ask "model NVDA at X% growth and Y% margin and tell me what fair value falls out."
• One topic per turn. If you need both an earnings recap AND a DCF, that's two agent_chat calls — the agent's run budget is per-turn.
• Time horizons matter for filings. "Latest 10-K" → most recent annual; "this quarter's 10-Q" → most recent quarterly. Be explicit if you want a specific filing date.

Supply Chain Knowledge Graph Reference

Knowledge graph with stocks, edges (relationships), and graph traversal endpoints.

• Layers: T0 (raw materials) to T8 (vertical applications)
• Universe: semi (semiconductor), software, foundation_model
• Edge types: CUSTOMER_OF, SUPPLIER_TO, COMPETES_WITH, PARTNER_OF
• Confidence: 0.0–1.0 (higher = more reliable)

---

GET /v1/supply-chain/stocks

List stocks in the supply chain KG.

Parameters

Response fields: ticker, name, layer, universe, is_bottleneck, country.

---

GET /v1/supply-chain/stocks/{ticker}

Detailed info for a single stock.

Response fields: ticker, name, layer, exchange, country, notes, is_bottleneck, market_cap_usd, universe, sub_category, macro_market, extra_metadata.

---

GET /v1/supply-chain/stocks/bottlenecks

All bottleneck stocks (critical chokepoints with monopolistic positions).

Parameters

---

GET /v1/supply-chain/kg-edges

List knowledge graph edges (relationships between stocks).

Parameters

Edge semantics:

• CUSTOMER_OF: source buys from target
• SUPPLIER_TO: source supplies to target

Detailed edge response includes: id, source_ticker, target_ticker, edge_type, label, confidence, source_doc, universe, is_active, attributes.

---

Graph Traversal Endpoints

All return nodes with: ticker, name, layer, edge_type, label, confidence, distance.

GET /v1/supply-chain/kg-edges/graph/suppliers/{ticker}

Upstream suppliers (recursive traversal).

GET /v1/supply-chain/kg-edges/graph/customers/{ticker}

Downstream customers (recursive).

GET /v1/supply-chain/kg-edges/graph/competitors/{ticker}

Competitors.

GET /v1/supply-chain/kg-edges/graph/partners/{ticker}

Partners.

GET /v1/supply-chain/kg-edges/graph/neighbors/{ticker}

All direct neighbors (1-hop), grouped by relationship type.

Examples

# NVDA suppliers (2-level deep)
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/kg-edges/graph/suppliers/NVDA?depth=2"

# NVDA customers
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/kg-edges/graph/customers/NVDA?depth=2"

# NVDA competitors
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/kg-edges/graph/competitors/NVDA"

# All NVDA neighbors
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/kg-edges/graph/neighbors/NVDA"

# Bottleneck stocks in semiconductors
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/stocks/bottlenecks?universe=semi"

# Relationship edges with high confidence
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
  "https://api.funda.ai/v1/supply-chain/kg-edges?source_ticker=NVDA&confidence_min=0.8"