July 2025
MCP Server
- MCP Support added.
- Users can add the MCP server to Cursor, Claude Code, etc. and interact with Finvera APIs.
- Server URL: https://docs.finvera.ai/mcp
May 2025
March 2025
Fundamentals Enhanced API (v1) Released
- Combines fundamentals with sector-specific KPIs and derived metrics.
- Includes TTM values, YoY and QoQ growth calculations.
- Coverage expansion to international markets and ETFs.
February 2025
Analyst Ratings API Enhancements
- Added analyst accuracy score and coverage history.
- Filters for firm, sector, and target price deviation metrics.
January 2025
Earnings Estimates API (v1) Released
- Provides consensus EPS and revenue forecasts per quarter and fiscal year.
- Includes historical revisions and surprise metrics post-earnings.
August 2024
Fundamentals API (v1) Released
- REST API for structured financials from SEC filings (10-Ks, 10-Qs).
- Normalized income statement, balance sheet, and cash flow data.
- Includes fiscal period mappings and XBRL confidence flags.
June 2024
Security Master Enhancement
- Added support for private companies, dual listings, and SPAC relationships.
- Enhanced issuer-level metadata (sector, location, corporate structure).
February 2024
Press Release API (v1) Released
- Stream of official company press releases.
- Extracted metadata: event type, headline, sentiment, and ticker match.
- Includes M&A, guidance, product announcements, and capital markets activity.
May 2023
Transcripts API Upgrade
- Introduced speaker diarization and structured sections (prepared remarks, Q&A).
- Added WebSocket support for real-time transcription stream.
- Support for small-cap universe extended.
January 2023
Analyst Ratings API (v1) Released
- Aggregates analyst upgrades, downgrades, initiations, and price target changes.
- Normalized across major brokerages.
- Delivered with timestamp, analyst name, and recommendation change.
July 2022
Security Master API (v1) Released
- Provides foundational security reference data.
- Includes mappings for tickers, CUSIPs, ISINs, FIGIs, and delisted symbols.
- Entity resolution engine for public companies and tickers.