Financial research structured for agent context.
Finterm combines financial data with filtered sources, calculated signals, filing diffs, and outputs designed for limited context windows.
Examples below use runs from June 23 and July 6, 2026. Each example states its historical or current comparison window.
Ticker data bundle
finterm bundle run ticker_data NVDA --delivery-mode inline_result Creates the NVIDIA ticker_data run and returns the structured ticker snapshot inline.
The full ticker snapshot in one bundle: earnings, guidance, price reaction, ratios, options sentiment, short pressure, technicals, statements, and pre-earnings context.
Example run dated June 23, 2026. Data sections: Earnings, Guidance, Prices, Ratios, Options, Statements. Output facts: Earnings: actuals + surprise; Guidance: revenue + EPS; Prices: T-1 / T0 / T+5; Options: P/C + liquidity; Technicals: RSI · MACD · SMA.
SEC filing diffs
finterm tool sec_filing_diff NVDA --base 2026:Q3 --compare 2027:Q1 Compares NVIDIA filings section by section and returns the changed language.
Example comparison dated June 23, 2026. Changed filing lines: Item 7. MD&A — First Quarter FY2027 Summary; Revenue $57.0B · GM 73.4% · net income $31.9B · EPS $1.30 (Q3 FY2026); Revenue $81.6B · GM 74.9% · net income $58.3B · EPS $2.39 (Q1 FY2027, +85% YoY); Item 1A. Risk Factors — China export controls; ≈$50M H20 revenue under USG licenses to China-based customers (Aug 2025); H200 now carries a 25% U.S. import tariff; no Hopper shipments to China this quarter vs $4.6B a year ago; New: $18.6B into private cos/infra funds; up to $10B in Anthropic; equity stake in Intel pending approval. Summary: MD&A · 131% churn; Risk Factors · 60% churn; QA-checked.
Ticker Deep Research
finterm bundle run company_deep_research NVDA --company-name "NVIDIA Corporation" --param q=Q1 --param fy=2027 --param prev_q=Q3 --param prev_fy=2026 --delivery-mode summary_json Runs the search, crawl, dedupe, and source-labeling pass for NVDA.
Fetches hundreds of links for a ticker, then filters AI slop, SEO spam, syndicated reprints, and off-topic results into a deduplicated research packet.
Example run dated June 23, 2026. 40 searches produced 742 unique URLs; 470 were kept and labeled, including 84 primary, 351 secondary, and 35 noise-tier results. 272 were dropped, including 27 AI-slop results, and 11 duplicate reprints were merged.
Insider and 13F flows, netted
finterm tool insider_trades NVDA Returns NVIDIA Form 4 insider transactions with the trailing 90-day open-market net.
Example run dated June 23, 2026. Open-market Form 4 · NVDA · 90d: $275.6 million net selling. Transactions: Form 4, M. Stevens · Director, Sell, −1.00M, −$221.1M; Form 4, A. Puri · EVP Ops, Sell, −270,134, −$49.2M; Form 4, C. Kress · CFO, Sell, −30,201, −$5.3M; Form 4, S. Gawel · PAO, Grant, +59,509, RSU; 13F, Rathbones Group, Hold, 6.05M, $1.05B.
Ticker sentiment
finterm tool ticker_sentiment NVDA Scores seven components against NVDA’s own trailing year and returns the 0–100 composite.
Example run dated July 6, 2026. Score 14 out of 100, extreme fear; up from 6 a week ago · Δ5d +8.2; coverage 5/7. Subscores: Trend: 10; Flow: —; Positioning: 20. Scored components: Price vs 125-day average: 17; 52-week range position: 2; Up-day volume share (20d): 12; Short interest: 13; Implied-volatility rank: 27. Omitted components: Put/call volume (5-day avg): history accruing; Open-interest put/call tilt: history accruing.
Finterm gathers and structures the data before analysis.
It returns ticker data, filing diffs, ownership flows, market context, and filtered research. Sourced research findings retain links, timestamps, and caveats.
Give your agent a question and let the CLI pull the relevant financial context.
Results come back as structured data your agent can read, cite, and reuse.
Sourced findings retain links, timestamps, and caveats for inspection.
Compare three cloud-company filings in one workflow.
A real run: the prompt, your agent’s sourced answer, and the exact
finterm calls underneath.
Mapped the three cloud brands to their SEC filers (Alphabet/GOOGL, Amazon/AMZN, Microsoft/MSFT) and diffed consecutive 10-Qs section by section.
Ran SEC filing diff · Alphabet (GOOGL)
Ran SEC filing diff · Amazon (AMZN)
Ran SEC filing diff · Microsoft (MSFT)
Selected excerpts from the comparison show four forms of AI-related capital intensity:
- An AI-capex step-change. Alphabet more than doubled
quarterly capital expenditures year over year and tied the increase to
technical infrastructure.
“During the three months ended March 31, 2025 and 2026, we spent $17.2 billion and $35.7 billion on capital expenditures, respectively.” Alphabet 10-Q · FY2026 Q1 · MD&A
- AI written into the risk factors. Alphabet expanded its
risk language to address AI infrastructure and return on capital.
“…building AI-optimized infrastructure, including our custom TPUs… Our investments ultimately may not be commercially viable or may not result in an adequate return of capital.” Alphabet 10-Q · FY2026 Q1 · Risk Factors
- A multi-billion-dollar model-company stake. Amazon disclosed
a $15.0 billion investment and a conditional commitment for more.
“In Q1 2026, we invested $15.0 billion in OpenAI’s Series C Preferred Stock and entered into an equity commitment letter agreement to purchase an additional $35.0 billion…” Amazon 10-Q · FY2026 Q1 · Financial Statements
- Data-center and power commitments. Alphabet disclosed
uncommenced leases and credit backstops for third-party infrastructure.
“…up to $33.3 billion of future backstops to support the build-out of data center and energy supply infrastructure, alongside uncommenced data-center leases of $75.6 billion.” Alphabet 10-Q · FY2026 Q1 · Commitments
These Alphabet and Amazon excerpts show how AI investment appears in capital spending, risk language, equity commitments, leases, and credit support. Each quote identifies and links to its filing and section; the commands above show the three-filer comparison workflow.
Start with a research question.
Use a plain-language prompt. Finterm supplies the structured data and sources for your agent to analyze.
Is this dip in NVDA being bought or sold by insiders? Pull Form 4 activity and the latest 13F holders, and net it out.
Give me the bull and bear case on AMD’s data-center demand this quarter, from multiple sources, deduped and labeled primary or secondary.
What’s the options market pricing into TSLA earnings, and where does sentiment sit versus its own trailing year?
Diff Apple’s latest 10-K against last year’s and flag every new or softened risk factor.
Compare the bundle with separate data categories.
The table compares Finterm’s coverage with category prices from a July 2026 review of public price lists.
Purchased separately: $300–450/month (APIs alone)
Finterm Pro: $200/month (fetched data cached, yours to keep)
Ranges reflect a July 2026 review of public price lists. Plans and feature coverage vary.
Set up Finterm for your agent.
3-day free trial, card required.
Preview price for the first 1,000 users: $150 per month, $50 below the $200 standard price, during the preview period.
Once you have an account, give finterm to your coding agent:
Not investment advice.