# Aries API

## Docs

- [Add to AI Agents](https://finance.dev/ai-agents/add-skill.md): Add Aries API documentation as a skill to your AI coding assistant. Use this skill in your app or project to build integrations faster.
- [API Reference](https://finance.dev/api-reference.md): Build on top of the Aries trading platform with our OAuth2-secured REST API
- [Account Balances](https://finance.dev/api-reference/accounts/balances.md): Retrieve comprehensive account balance information including cash balances, buying power, margin requirements, and account equity. Monitor available funds and trading capacity in real-time.
- [Account Orders](https://finance.dev/api-reference/accounts/orders.md): Retrieve recent orders for a specific trading account. The response includes an `orders` array and an `availability` object describing whether cached data is present and its source.
- [Account Positions](https://finance.dev/api-reference/accounts/positions.md): Retrieve all open positions for a specific trading account including quantity, cost basis, current market value, and unrealized profit/loss. Track portfolio holdings and performance metrics in real-time.
- [User Accounts](https://finance.dev/api-reference/accounts/user-accounts.md): Retrieve all trading accounts associated with the authenticated user including account IDs, types, statuses, and basic account information. Access multiple accounts for users managing individual, joint, or retirement accounts.
- [Sector Tickers](https://finance.dev/api-reference/analytics/equity-sector-tickers.md): Retrieve all stock tickers and symbols within a specific market sector such as Technology, Healthcare, or Finance. Filter and analyze stocks by industry classification for sector-based portfolio construction and thematic investing.
- [Sector-wise Change](https://finance.dev/api-reference/analytics/equity-sector-wise-change.md): Retrieve average percentage change and performance metrics for each market sector. Compare sector performance to identify leading and lagging industries, helping traders spot rotation trends and sector momentum.
- [Top Gaining Stocks](https://finance.dev/api-reference/analytics/equity-top-gainers.md): Retrieve stocks with the largest percentage gains during the trading session. Identify momentum stocks and trending equities with significant upward price movement, volume, and volatility metrics.
- [Top Losing Stocks](https://finance.dev/api-reference/analytics/equity-top-losers.md): Retrieve stocks with the largest percentage losses during the trading session. Monitor declining stocks for potential short opportunities, risk management, and identifying market weakness across different sectors.
- [Most Active Stocks](https://finance.dev/api-reference/analytics/equity-top-most-active.md): Retrieve stocks with the highest trading volume and liquidity during the session. Track heavily-traded securities with exceptional market interest, news catalysts, or significant institutional activity for improved trade execution.
- [Market Breadth](https://finance.dev/api-reference/analytics/market-breadth.md): Retrieve market breadth indicators including advancing vs declining stocks, new highs vs new lows, and up vs down volume. Assess overall market health and participation to validate trend strength and identify potential reversals.
- [Net Inflow](https://finance.dev/api-reference/analytics/net-inflow.md): Retrieve net capital inflow and outflow data for major exchanges including NASDAQ and NYSE. Track institutional money flow and market sentiment by analyzing whether capital is entering or exiting the market.
- [Top Volume Options for ETFs](https://finance.dev/api-reference/analytics/options-etfs-top-volume.md): Retrieve ETF options contracts with the highest trading volume. Identify most actively traded ETF options for liquidity analysis and discovery.
- [Top Options Gainers for Stocks](https://finance.dev/api-reference/analytics/options-stocks-top-gainers.md): Retrieve top-performing stock options contracts with significant price gains. Discover options moves for momentum trading opportunities.
- [Top Volume Options for Stocks](https://finance.dev/api-reference/analytics/options-stocks-top-volume.md): Retrieve stock options contracts with the highest trading volume. Identify the most actively traded equity options contracts.
- [Analyst Ratings](https://finance.dev/api-reference/analytics/ratings.md): Retrieve professional analyst ratings, price targets, and recommendation changes for stocks with advanced filtering options. Access consensus ratings, upgrades, downgrades, and analyst sentiment to inform investment decisions.
- [Stock Screener](https://finance.dev/api-reference/analytics/stock-screener.md): Screen securities by sending a POST request with a JSON body containing operator and clauses (and optional groups). Use query params for page size, sort order, and primary-only filter.
- [Earnings Calendar](https://finance.dev/api-reference/calendars/earnings.md): Retrieve upcoming and historical earnings announcement dates, expected EPS, revenue estimates, and confirmed reporting times. Filter by date range or specific symbols to track quarterly earnings releases and plan trades around volatility events.
- [Economics Calendar](https://finance.dev/api-reference/calendars/economics.md): Retrieve scheduled economic data releases including GDP, inflation reports, employment data, Fed announcements, and other macro indicators. Track high-impact economic events that drive market volatility and influence trading decisions.
- [Conference Calls](https://finance.dev/api-reference/calendars/get-conference-calls.md): Retrieve scheduled earnings conference call times, dial-in information, and webcast links for publicly traded companies. Access management commentary and Q&A sessions that provide deeper insights beyond earnings press releases.
- [Historical Economic Indicator Data](https://finance.dev/api-reference/calendars/historical.md): Retrieve historical time-series data for economic indicators such as unemployment rates, inflation metrics, GDP growth, and other macro variables. Analyze long-term economic trends and correlations with market performance.
- [Chart Configuration](https://finance.dev/api-reference/chart/get-config.md): Retrieves the chart configuration metadata including supported time resolutions, intraday multipliers, and data capabilities. This endpoint provides essential information for initializing charting libraries and understanding available data granularity options.
- [Historical Bars](https://finance.dev/api-reference/chart/get-historical-bars.md): Retrieves historical OHLCV (Open, High, Low, Close, Volume) price bars for a specified symbol across various timeframes. Returns time-series candlestick data essential for technical analysis, backtesting, and chart visualization.
- [Quotes](https://finance.dev/api-reference/chart/get-quotes.md): Retrieves current market quotes for multiple symbols including bid/ask prices, last trade price, volume, and change metrics.
- [Server Time](https://finance.dev/api-reference/chart/get-server-time.md): Returns the current server time as a Unix timestamp in Seconds. This endpoint ensures time synchronization between client applications and the trading server, which is critical for accurate order timing and market data correlation.
- [Symbol Information](https://finance.dev/api-reference/chart/get-symbol-info.md): Retrieves comprehensive metadata about a specific trading symbol including name, type, exchange, tick size, trading hours, and supported order types. Essential for understanding symbol characteristics before placing trades.
- [Search Symbols](https://finance.dev/api-reference/chart/search-symbols.md): Searches for trading symbols using a query string to match symbol tickers, company names, or descriptions. Returns a filtered list of matching securities with basic identifying information for user selection.
- [Equity Details](https://finance.dev/api-reference/marketdata/equity-details.md): Batch equity details for comma-separated symbols. Response includes `data` with per-symbol fields from cache; JSON names match the API (`bidPrice`, `openPrice`, `sicCode`, `hasOptions`, `isETF`, etc.).
- [Search Symbols](https://finance.dev/api-reference/marketdata/search.md): Searches for trading symbols across multiple asset classes including stocks, ETFs, and options using query string matching. Supports prefix-based search for equities and dot-prefix search for options chains with intelligent filtering.
- [Authorization Code Flow](https://finance.dev/api-reference/oauth2/auth-code-flow.md): Server-side OAuth2 implementation using client_secret. Use for web backends, CLI tools, and apps that can securely store credentials.
- [OAuth2 Authentication](https://finance.dev/api-reference/oauth2/guide.md): Overview of OAuth2 flows for the Aries API. Choose between Authorization Code (server-side) and PKCE (SPAs, mobile apps).
- [PKCE Flow](https://finance.dev/api-reference/oauth2/pkce-flow.md): OAuth2 implementation for SPAs and mobile apps using PKCE. Secures the authorization code flow without storing client_secret.
- [OAuth2 Token](https://finance.dev/api-reference/oauth2/token.md): Exchanges authorization codes for access and refresh tokens, or uses refresh tokens to obtain new access tokens. This endpoint supports multiple OAuth2 grant types including authorization_code and refresh_token flows.
- [Cancel Order](https://finance.dev/api-reference/orders/cancel-order.md): Cancels an existing open or partially filled order identified by order ID. This action immediately requests order cancellation from the exchange, preventing further execution while preserving any partial fills already completed.
- [Place Order](https://finance.dev/api-reference/orders/place-order.md): Submits a new trading order to the market with specified parameters including symbol, quantity, order type, and price. Supports market, limit, stop, and stop-limit orders for both equity and option securities with advanced order features.
- [Preview Order](https://finance.dev/api-reference/orders/preview-order.md): Simulates an order submission to calculate estimated costs, fees, commissions, and buying power impact before actual execution. Returns detailed breakdown of order economics without committing to the trade.
- [Replace Order](https://finance.dev/api-reference/orders/update-order.md): Modifies an existing open order by replacing it with updated parameters such as price or quantity. This operation cancels the original order and submits a new one atomically, maintaining order continuity.
- [Get Candidate Totals](https://finance.dev/api-reference/prediction/get-candidate-totals.md): Return per-cycle financial totals for a specific candidate, including receipts, disbursements, contributions, loans, debts, and cash-on-hand.
- [Get Governor Ratings](https://finance.dev/api-reference/prediction/get-governor.md): Return governor race outlook records as a flat list.
- [Get House Ratings](https://finance.dev/api-reference/prediction/get-house.md): Return U.S. House race outlook records as a flat list.
- [Get Senate Ratings](https://finance.dev/api-reference/prediction/get-senate.md): Return U.S. Senate race outlook records as a flat list.
- [List Candidate Totals](https://finance.dev/api-reference/prediction/list-candidate-totals.md): Return aggregated candidate receipts, disbursements, cash-on-hand, and related totals grouped by cycle.
- [List Disbursements](https://finance.dev/api-reference/prediction/list-disbursements.md): Return itemized disbursement records that explain how committees and other filers spend money.
- [List Independent Expenditures](https://finance.dev/api-reference/prediction/list-independent-expenditures.md): Return line-item independent expenditure records, including support or oppose indicators, candidate metadata, payee details, dissemination timing, and filing information.
- [List Receipts](https://finance.dev/api-reference/prediction/list-receipts.md): Return itemized receipt records that explain how committees raise money.
- [Search Candidates](https://finance.dev/api-reference/prediction/search-candidates.md): Search candidates using keywords and structured filters such as office, state, party, district, status, and election year.
- [Get Event Instruments](https://finance.dev/api-reference/predictions/get-event-instruments.md): Return a single prediction-market event together with every instrument defined under it.
- [Get Historical Ticks](https://finance.dev/api-reference/predictions/get-history.md): Return YES/NO price history for a single prediction-market instrument.
- [Batch Historical Ticks](https://finance.dev/api-reference/predictions/get-history-batch.md): Return historical ticks for up to 5 prediction-market symbols in a single request. Each query may carry its own optional `from`/`to`/`limit`.
- [Get Product Aggregate](https://finance.dev/api-reference/predictions/get-product-aggregate.md): Return a prediction-market product together with every event under it, and each event's instruments.
- [Search Prediction Market](https://finance.dev/api-reference/predictions/search-prediction-market.md): Full-text search across prediction-market instruments, events, and products. Query is matched with prefix/token-level fuzziness against `symbol`, `event_display_name`, `question`, `event_question`, `description`, and `product_id`.
- [Quick Start](https://finance.dev/api-reference/quickstart.md): Connect your app to Aries and make your first API call in a few simple steps.
- [Analyst Insights](https://finance.dev/api-reference/supplemental/analyst-insights.md): Retrieve comprehensive analyst insights and research data for financial instruments. Access analyst ratings, price targets, recommendations, and research reports from leading financial institutions.
- [Company Executives](https://finance.dev/api-reference/supplemental/company-executive.md): Retrieve information about company executives and key management personnel including names, titles, compensation, and tenure. Useful for leadership research and due diligence.
- [Company Financial Metrics](https://finance.dev/api-reference/supplemental/company-metrics.md): Retrieve key financial metrics and ratios including market capitalization, P/E ratio, dividend yield, profit margins, and return on equity. Perfect for fundamental analysis and stock screening.
- [Company Peers](https://finance.dev/api-reference/supplemental/company-peers.md): Retrieve a list of peer companies within the same industry or sector that are comparable in size and business model. Essential for competitive analysis and sector comparison.
- [Company Profile](https://finance.dev/api-reference/supplemental/company-profile.md): Retrieve comprehensive company information including business description, industry classification, headquarters location, and key identifiers. Essential for researching company background and fundamentals.
- [Dividend History](https://finance.dev/api-reference/supplemental/dividends.md): Retrieve historical dividend payments including amounts, ex-dividend dates, and payment schedules. Essential for income investment analysis and yield calculations.
- [ETF Country Allocation](https://finance.dev/api-reference/supplemental/etf-country.md): Retrieve ETF geographic exposure showing percentage allocation across countries and regions. Assess international diversification and regional risk exposure.
- [ETF Holdings](https://finance.dev/api-reference/supplemental/etf-holdings.md): Retrieve complete list of ETF constituent holdings with percentage weights and share counts. Analyze fund composition and concentration risk.
- [ETF Profile](https://finance.dev/api-reference/supplemental/etf-profile.md): Retrieve comprehensive ETF information including assets under management (AUM), expense ratio, tracking index, and investment strategy. Essential for ETF research and comparison.
- [ETF Sector Allocation](https://finance.dev/api-reference/supplemental/etf-sector.md): Retrieve ETF sector exposure breakdown showing percentage allocations across industries like Technology, Healthcare, and Financials. Understand fund diversification and sector bets.
- [Financial Statements](https://finance.dev/api-reference/supplemental/financial-statements.md): Retrieve standardized financial statements including balance sheet, income statement, and cash flow statement. Essential for fundamental analysis and company valuation.
- [Cash Flow Statements](https://finance.dev/api-reference/supplemental/financials-cash-flow-statements.md): Retrieve SEC cash flow statement rows by filing period. Filter by CIK, tickers, filing and period dates, fiscal year and quarter, timeframe, and pagination.
- [Income Statements](https://finance.dev/api-reference/supplemental/financials-income-statements.md): Retrieve SEC income statement rows by filing period. Filter by CIK, tickers, filing and period dates, fiscal year and quarter, timeframe, and pagination.
- [Reported Financials](https://finance.dev/api-reference/supplemental/financials-reported.md): Retrieve as-reported financial data directly from SEC filings without standardization or adjustments. Access raw XBRL data for detailed financial analysis and audit purposes.
- [Fund Ownership Data](https://finance.dev/api-reference/supplemental/fund-ownership.md): Retrieve mutual fund and ETF ownership data showing which funds hold positions in a specific security and their holding amounts. Monitor institutional fund interest and concentration.
- [Bull & Bear Analysis](https://finance.dev/api-reference/supplemental/get-bullbear-cases-single-symbol.md): Retrieve AI-generated bullish and bearish investment arguments for a specific stock. Review both sides of the investment thesis for balanced decision-making.
- [Latest Inflation Expectations](https://finance.dev/api-reference/supplemental/get-inflation-expectations-latest.md): Retrieve market expectations for future inflation rates based on surveys and forecasts. Track anticipated economic trends and central bank policy implications.
- [Latest Inflation Data](https://finance.dev/api-reference/supplemental/get-inflation-latest.md): Retrieve the most recent consumer price index (CPI) and inflation rate data. Monitor economic health and inflationary pressures for investment decisions.
- [Market News](https://finance.dev/api-reference/supplemental/get-news.md): Retrieve latest financial news articles, market updates, and company announcements with headlines, summaries, and source links. Stay informed on market-moving events.
- [Get News by ID](https://finance.dev/api-reference/supplemental/get-news-by-id.md): Retrieve a specific news article or press release by its unique ID. Returns detailed information including headline, body, authors, related symbols, and timestamp.
- [Option Open/Close Data](https://finance.dev/api-reference/supplemental/get-open-close-aapl-call-option.md): Retrieve detailed opening and closing prices for specific option contracts on a given date. Calculate intraday option price changes and volatility.
- [Options Activity](https://finance.dev/api-reference/supplemental/get-option-activity.md): Retrieve unusual options activity including high volume trades, large block transactions, and notable put/call ratios. Identify smart money positioning and potential catalysts.
- [Options Unusual Activity by Symbol](https://finance.dev/api-reference/supplemental/get-options-unusual-activity.md): Retrieve options unusual activity for a specific underlying symbol (e.g. AAPL, TSLA). Returns options unusual activity data such as unusual volume and block trades.
- [Previous Day Option Data](https://finance.dev/api-reference/supplemental/get-previous-day-aapl-call-option.md): Retrieve previous trading day's option contract data including open, high, low, close, and volume. Analyze option price movements and trading patterns.
- [Financial Ratios](https://finance.dev/api-reference/supplemental/get-ratios-by-ticker.md): Retrieve calculated financial ratios including liquidity, profitability, leverage, and efficiency metrics. Compare company performance against industry standards.
- [Short Interest Data](https://finance.dev/api-reference/supplemental/get-short-interest-by-ticker.md): Retrieve short interest data showing the number of shares sold short and days to cover. Identify heavily shorted stocks and potential squeeze opportunities.
- [Short Volume Data](https://finance.dev/api-reference/supplemental/get-short-volume-by-ticker.md): Retrieve daily short sale volume and total trading volume for a specific ticker. Monitor short selling activity and market sentiment shifts.
- [Tender Offers](https://finance.dev/api-reference/supplemental/get-tender-offers-symbol.md): Retrieve tender offer announcements including offer prices, acceptance periods, and terms. Monitor buyback programs and acquisition attempts for arbitrage opportunities.
- [Latest Treasury Yields](https://finance.dev/api-reference/supplemental/get-treasury-yields-latest.md): Retrieve current U.S. Treasury bond yields across various maturities from 1-month to 30-year bonds. Monitor risk-free rates and yield curve dynamics.
- [Technical Indicator Data](https://finance.dev/api-reference/supplemental/indicator.md): Retrieve time-series data for specific technical indicators including SMA, RSI, MACD, and Bollinger Bands. Build custom technical analysis and charting tools.
- [Index Bar Data](https://finance.dev/api-reference/supplemental/indices-bar.md): Retrieve historical OHLC (Open, High, Low, Close) bar data for market indices across various timeframes. Perform technical analysis on index movements.
- [Index Bars](https://finance.dev/api-reference/supplemental/indices-bars.md): Retrieve OHLC (Open, High, Low, Close) bar data for multiple market indices in a single request. Returns historical price bars with volume data for batch analysis of index movements.
- [Indices By Group](https://finance.dev/api-reference/supplemental/indices-by-group.md): Retrieve all market indices belonging to a specific group category. Returns detailed information about indices within groups like Technology, Healthcare, International, or Custom portfolios.
- [Index Chart Data](https://finance.dev/api-reference/supplemental/indices-chart-bars.md): Retrieve formatted chart data for market indices optimized for visualization and charting applications. Build interactive index charts and performance dashboards.
- [Index Groups](https://finance.dev/api-reference/supplemental/indices-groups.md): Retrieve list of available market index categories such as equity, fixed income, commodities, and regional indices. Explore different index families and asset classes.
- [Index List](https://finance.dev/api-reference/supplemental/indices-list.md): Retrieve all indices within a specific index group including major market benchmarks like S&P 500, NASDAQ, and Dow Jones. Access comprehensive index coverage.
- [Realtime Indices Values](https://finance.dev/api-reference/supplemental/indices-realtime-values.md): Retrieve real-time values for multiple market indices simultaneously. Returns current index levels, percentage changes, and last update timestamps for a batch of indices in a single request.
- [Search Indices](https://finance.dev/api-reference/supplemental/indices-search.md): Search for market indices by name or keyword to find specific benchmarks and sector indices. Quickly locate relevant indices for analysis and tracking.
- [Insider Transactions](https://finance.dev/api-reference/supplemental/insider-transactions.md): Retrieve insider trading activity including purchases, sales, and option exercises by company executives, directors, and major shareholders. Track insider sentiment and potential price signals.
- [Institutional Ownership](https://finance.dev/api-reference/supplemental/institutional-ownership.md): Retrieve institutional ownership data for a specific security showing which institutions hold positions and their stake percentages. Useful for identifying smart money positioning.
- [Institutional Portfolio](https://finance.dev/api-reference/supplemental/institutional-portfolio.md): Retrieve complete portfolio holdings for a specific institutional investor using their CIK number. Analyze investment strategies and position changes of major institutions.
- [IPO Calendar](https://finance.dev/api-reference/supplemental/ipo-calendar.md): Retrieve upcoming and historical initial public offering (IPO) dates with pricing details and offering sizes. Track new market entrants and investment opportunities.
- [Search Company Logos](https://finance.dev/api-reference/supplemental/logos-search.md): Search and retrieve company logo images by ticker symbol or company name. Access high-quality logos for displaying in applications and dashboards.
- [Sync Company Logos](https://finance.dev/api-reference/supplemental/logos-sync.md): Synchronize and update company logo database with latest brand assets. Keep logos up to date for consistent branding across applications.
- [Market Holidays](https://finance.dev/api-reference/supplemental/market-holiday.md): Retrieve market holiday schedules showing dates when exchanges are closed for official holidays and early close days. Essential for planning trading schedules.
- [Market Status](https://finance.dev/api-reference/supplemental/market-status.md): Retrieve current market status indicating whether exchanges are open, closed, or in pre-market/after-hours trading sessions. Useful for determining real-time trading availability.
- [Mergers & Acquisitions](https://finance.dev/api-reference/supplemental/mergers-acquisitions.md): Retrieve upcoming and historical merger and acquisition announcements with deal values, target companies, and transaction terms. Track M&A activity and consolidation trends.
- [News Sentiment](https://finance.dev/api-reference/supplemental/news-sentiment.md): Retrieve AI-powered news sentiment analysis including buzz scores, bullish/bearish percentages, and article sentiment distribution. Gauge market sentiment and media attention.
- [Options Contract Symbols](https://finance.dev/api-reference/supplemental/options-contract-symbols.md): Retrieve all option contract symbols (OCC symbols) for a specific underlying ticker and expiration date. Returns the complete list of available call and put contracts with their strike prices.
- [Options Expiry Dates](https://finance.dev/api-reference/supplemental/options-expiry-dates.md): Retrieve all available expiration dates for options contracts of a specific underlying symbol. Returns a list of dates when options for the specified ticker expire.
- [Options Last Trade](https://finance.dev/api-reference/supplemental/options-last-trade.md): Get the most recent trade for an options contract. Returns the latest executed options trade with price, size, and timestamp.
- [Options Quotes](https://finance.dev/api-reference/supplemental/options-quotes.md): Get quote data for options contracts including bid, ask, and Greeks. Track bid-ask spreads and historical quote changes for options.
- [Option chain snapshot](https://finance.dev/api-reference/supplemental/options-snapshot-chain.md): Retrieve a paginated snapshot of option contracts for an underlying equity, with optional filters on strike, expiration, and contract type.
- [Option contract snapshot](https://finance.dev/api-reference/supplemental/options-snapshot-contract.md): Retrieve a point-in-time snapshot for a single option contract: metadata, day bar, last quote, last trade, Greeks, and underlying context when available. Responses may be cached for a short period.
- [Options Trades](https://finance.dev/api-reference/supplemental/options-trades.md): Get tick-level trade data for options contracts with precise timestamps. Includes trade conditions, exchange information, and participant timestamps.
- [Company Ownership Data](https://finance.dev/api-reference/supplemental/ownership.md): Retrieve detailed ownership structure showing percentage stakes held by institutional investors, insiders, and retail shareholders. Track major shareholder positions and ownership changes.
- [Revenue Breakdown](https://finance.dev/api-reference/supplemental/revenue-breakdown.md): Retrieve detailed revenue segmentation by product lines, geographic regions, and business units. Understand revenue composition and identify growth drivers.
- [Technical Patterns](https://finance.dev/api-reference/supplemental/scan-pattern.md): Retrieve detected chart patterns such as head and shoulders, triangles, and double tops/bottoms. Identify potential breakout and reversal setups.
- [Support & Resistance Levels](https://finance.dev/api-reference/supplemental/scan-support-resistance.md): Retrieve calculated support and resistance price levels based on historical price action and volume. Plan entry and exit points for trading strategies.
- [Aggregate Technical Indicators](https://finance.dev/api-reference/supplemental/scan-technical-indicator.md): Retrieve combined buy/sell signals aggregated from multiple technical indicators including moving averages, RSI, and MACD. Get consensus technical analysis recommendations.
- [SEC Filings](https://finance.dev/api-reference/supplemental/sec-filings.md): Retrieve SEC filing documents including 10-K, 10-Q, 8-K, and proxy statements with metadata and filing dates. Access official company disclosures for compliance and research.
- [Filings Similarity Index](https://finance.dev/api-reference/supplemental/similarity-index.md): Retrieve similarity scores comparing current and previous SEC filings to detect material changes in financial statements. Identify significant updates and disclosure modifications.
- [Corporate Spinoffs](https://finance.dev/api-reference/supplemental/spinoffs.md): Retrieve corporate spinoff information including parent and subsidiary companies, distribution ratios, and effective dates. Track corporate restructuring and new investment opportunities.
- [Bank Branch](https://finance.dev/api-reference/supplemental/stock-bank-branch.md): Retrieve list of US bank branches for a given symbol (e.g. JPM). Includes branch identifiers, address, state, zip code, and date.
- [Congressional Trading](https://finance.dev/api-reference/supplemental/stock-congressional-trading.md): Retrieve stock trades disclosed by members of Congress. Filter by symbol and date range.
- [COVID-19 US](https://finance.dev/api-reference/supplemental/stock-covid19-us.md): Retrieve COVID-19 cases in the US with a state-by-state breakdown. Data is sourced from CDC and reputable sources.
- [Earnings Surprises](https://finance.dev/api-reference/supplemental/stock-earnings.md): Retrieve historical earnings surprises comparing actual results versus analyst estimates. Identify patterns in earnings beats and misses for trading strategies.
- [Earnings Call Live](https://finance.dev/api-reference/supplemental/stock-earnings-call-live.md): Retrieve live earnings call audio and event data. Optional filters by date range and symbol.
- [Earnings Quality Score](https://finance.dev/api-reference/supplemental/stock-earnings-quality-score.md): Retrieve company earnings quality score. Higher score indicates higher earnings quality. Supports annual and quarterly frequency.
- [EBIT Estimates](https://finance.dev/api-reference/supplemental/stock-ebit-estimate.md): Retrieve analyst EBIT (Earnings Before Interest and Taxes) estimates for operating profitability analysis. Monitor core earnings expectations excluding financing costs.
- [EBITDA Estimates](https://finance.dev/api-reference/supplemental/stock-ebitda-estimate.md): Retrieve analyst EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) estimates for profitability forecasting. Analyze operational earnings expectations.
- [EPS Estimates](https://finance.dev/api-reference/supplemental/stock-eps-estimate.md): Retrieve analyst earnings per share (EPS) estimates including quarterly and annual forecasts with consensus and revision trends. Essential for earnings season preparation.
- [Company ESG](https://finance.dev/api-reference/supplemental/stock-esg.md): Retrieve company ESG (Environmental, Social, Governance) scores for a symbol. Useful for sustainable investing and risk assessment.
- [FDA Advisory Committee Calendar](https://finance.dev/api-reference/supplemental/stock-fda-advisory-committee-calendar.md): Retrieve FDA advisory committee meeting calendar. Committees support the agency's mission; each committee is subject to renewal at two-year intervals.
- [Historical ESG](https://finance.dev/api-reference/supplemental/stock-historical-esg.md): Retrieve historical ESG scores and indicators for 7000+ global companies. Data is collected from public ESG disclosure and public sources.
- [Investment Theme](https://finance.dev/api-reference/supplemental/stock-investment-theme.md): Retrieve investment theme portfolio data for a given theme identifier. Use one of the supported theme values below.
- [Lobbying](https://finance.dev/api-reference/supplemental/stock-lobbying.md): Retrieve reported lobbying activities in the Senate and the House for public companies. Filter by symbol and date range.
- [Company Presentation](https://finance.dev/api-reference/supplemental/stock-presentation.md): Retrieve company presentation and slides data for a symbol.
- [Analyst Price Targets](https://finance.dev/api-reference/supplemental/stock-price-target.md): Retrieve analyst price targets including consensus estimates, high/low targets, and individual analyst projections for stock valuation. Compare current prices against target forecasts.
- [Revenue Estimates](https://finance.dev/api-reference/supplemental/stock-revenue-estimate.md): Retrieve analyst revenue estimates including quarterly and annual projections with consensus forecasts and estimate revisions. Track top-line growth expectations.
- [Social Sentiment](https://finance.dev/api-reference/supplemental/stock-social-sentiment.md): Retrieve social sentiment metrics for a symbol. Optional date range (from, to) for time-bounded analysis.
- [Stock Split History](https://finance.dev/api-reference/supplemental/stock-split.md): Retrieve historical stock split information including split ratios, execution dates, and split types (forward/reverse). Adjust historical prices for accurate analysis.
- [Supply Chain](https://finance.dev/api-reference/supplemental/stock-supply-chain.md): Retrieve supply chain relationships for a symbol (e.g. suppliers, customers, or related entities).
- [Transcript by ID](https://finance.dev/api-reference/supplemental/stock-transcripts.md): Retrieve a single earnings call transcript by id. Returns full transcript content and audio URL.
- [Transcripts List](https://finance.dev/api-reference/supplemental/stock-transcripts-list.md): Retrieve earnings call transcripts list metadata for a symbol. Use this to get available transcript IDs and metadata before fetching a single transcript.
- [Analyst Upgrades & Downgrades](https://finance.dev/api-reference/supplemental/stock-upgrade-downgrade.md): Retrieve analyst rating changes including upgrades, downgrades, and reiterations from investment banks and research firms. Track sentiment shifts and potential catalysts.
- [USA Spending](https://finance.dev/api-reference/supplemental/stock-usa-spending.md): Retrieve government spending (USASpending) for public companies. Filter by symbol and date range (actionDate). Only recent data is available via the API.
- [USPTO Patent](https://finance.dev/api-reference/supplemental/stock-uspto-patent.md): Retrieve USPTO patents for companies. Limit 250 records per API call. Filter by symbol and date range (from, to).
- [Visa Application (H1-B)](https://finance.dev/api-reference/supplemental/stock-visa-application.md): Retrieve H1-B and permanent visa applications from the DOL for companies. Data is updated quarterly. Filter by symbol and date range (from, to) on beginDate.
- [Aggregate Bars](https://finance.dev/api-reference/supplemental/stocks-aggs.md): Get aggregate bars for a stock over a time range with customizable time spans (second, minute, hour, day, week, month, quarter, year). Returns OHLCV data with volume-weighted average price.
- [Daily Market Summary](https://finance.dev/api-reference/supplemental/stocks-grouped.md): Get the daily open, high, low, and close (OHLC) for the entire market on a specific date. Provides aggregated market-wide data.
- [Last Quote (NBBO)](https://finance.dev/api-reference/supplemental/stocks-last-quote.md): Get the most recent NBBO (National Best Bid and Offer) quote for a stock. Returns current bid and ask prices with sizes and exchange information.
- [Last Trade](https://finance.dev/api-reference/supplemental/stocks-last-trade.md): Get the most recent trade for a stock. Returns the latest executed trade with price, size, and timestamp information.
- [Daily Ticker Summary](https://finance.dev/api-reference/supplemental/stocks-open-close.md): Get the open, close and afterhours prices of a stock on a specific date. Includes pre-market and after-hours data for comprehensive daily trading information.
- [Previous Day Bar](https://finance.dev/api-reference/supplemental/stocks-prev.md): Get the previous day's OHLCV (Open, High, Low, Close, Volume) data for a stock. Quick access to yesterday's trading information.
- [Stock Quotes (NBBO)](https://finance.dev/api-reference/supplemental/stocks-quotes.md): Get NBBO (National Best Bid and Offer) quotes for a stock with historical quote data. Track bid-ask spreads and quote changes over time.
- [Full Market Snapshot](https://finance.dev/api-reference/supplemental/stocks-snapshot.md): Get snapshot of all tickers or specific tickers with current day data including latest price, volume, and daily changes. Provides real-time market overview.
- [Stock Trades](https://finance.dev/api-reference/supplemental/stocks-trades.md): Get tick-level trade data for a stock with precise timestamps. Provides granular trade information including exchange, conditions, and participant timestamps.
- [Unified Snapshot](https://finance.dev/api-reference/supplemental/stocks-unified-snapshot.md): Get unified snapshots across multiple asset classes (stocks, options, fx, crypto, indices) in a single request. Comprehensive market data with FMV, last trade, and session information.
- [Delete All Watchlists](https://finance.dev/api-reference/watchlist/delete-all-watchlists.md): Permanently removes all watchlists associated with a specific trading account. This bulk deletion action clears all saved symbol collections while preserving individual account data and trading history.
- [Delete Watchlist by ID](https://finance.dev/api-reference/watchlist/delete-watchlist-by-id.md): Permanently removes a specific watchlist identified by its unique ID. This targeted deletion removes the watchlist and its symbol collection without affecting other watchlists or account data.
- [Changelog](https://finance.dev/changelog.md): Latest updates and changes to the Aries API
- [Developer Agreement](https://finance.dev/legal/developer-agreement.md): Legal agreement governing the use of Aries Financial Inc. API and developer services
- [MCP Authentication](https://finance.dev/mcp-auth.md): Connect AI tools to the Aries API via MCP. Common Client Center and OAuth steps, then choose your platform for step-by-step setup.
- [ChatGPT](https://finance.dev/mcp-auth/chatgpt.md): Connect ChatGPT to Aries via MCP. Create an app in ChatGPT (developer mode), set MCP URL and OAuth, use User-Defined OAuth Client with your Client ID, then Connect to complete the Aries OAuth screen.
- [Claude Code](https://finance.dev/mcp-auth/claude-code.md): Add the Aries MCP server to Claude Code via the CLI. Use the HTTP transport and your Client ID, then authenticate with /mcp to complete the OAuth screen.
- [Claude Desktop](https://finance.dev/mcp-auth/claude-desktop.md): Connect Claude Desktop to Aries via MCP. Simple steps: get credentials from Client Center, add them in Claude, sign in once, then trade from Claude.
- [Claude Mobile](https://finance.dev/mcp-auth/claude-mobile.md): Connect Claude on your phone to Aries via MCP. Get credentials from Client Center, add them in Claude Mobile, sign in once, then trade by voice or text.
- [Claude.ai (Web)](https://finance.dev/mcp-auth/claude-web.md): Connect Claude in the browser (claude.ai) to Aries via MCP. Add a custom connector with the MCP URL and your Client ID, then complete the OAuth screen once.
- [Microsoft Copilot Studio](https://finance.dev/mcp-auth/copilot-studio.md): Connect Microsoft Copilot Studio to Aries via MCP. Add MCP tool with Manual OAuth 2.0, use Aries authorization and token URLs, then create a connection and complete the Aries OAuth screen.
- [Cursor](https://finance.dev/mcp-auth/cursor.md): Add the Aries MCP server in Cursor. Put your Client ID in auth.CLIENT_ID in mcp.json, restart, click Connect — your browser opens the Aries OAuth screen to sign in.
- [Perplexity](https://finance.dev/mcp-auth/perplexity.md): Connect Perplexity to Aries via MCP. Account settings > Connectors > + Custom connector (Remote), add MCP URL and OAuth Client ID, then click the connector to authorize and toggle it on under Sources.
- [Prediction API](https://finance.dev/prediction-api/overview.md): Candidate search, campaign finance totals, receipts, disbursements, independent expenditures, prediction-market historical ticks, and prediction-market reference data.
- [Accounts](https://finance.dev/sdks/go/accounts.md): Retrieve account balances, orders, and positions with the Go SDK
- [Analytics](https://finance.dev/sdks/go/analytics.md): Access market analytics, top movers, sector data, and analyst ratings with the Go SDK
- [Authentication](https://finance.dev/sdks/go/authentication.md): Learn how to authenticate with the Aries API using OAuth2 and manage access tokens in Go
- [Chart](https://finance.dev/sdks/go/chart.md): Get historical chart data and real-time quotes with the Go SDK
- [Market Data](https://finance.dev/sdks/go/market-data.md): Get real-time quotes and equity details with the Go SDK
- [News & Calendars](https://finance.dev/sdks/go/news-calendars.md): Access financial news, economic calendars, and earnings data with the Go SDK
- [Orders](https://finance.dev/sdks/go/orders.md): Place, update, cancel, and preview orders with the Go SDK
- [Go SDK](https://finance.dev/sdks/go/overview.md): Official Go SDK for the Aries API
- [Go SDK Quick Start](https://finance.dev/sdks/go/quick-start.md): Get started with the Aries Go SDK in minutes
- [Settings & Clients](https://finance.dev/sdks/go/settings-clients.md): Manage settings and OAuth2 clients with the Go SDK
- [Users](https://finance.dev/sdks/go/users.md): Manage user accounts, profiles, and settings with the Go SDK
- [Watchlist](https://finance.dev/sdks/go/watchlist.md): Create and manage watchlists with the Go SDK
- [Accounts](https://finance.dev/sdks/javascript/accounts.md): Retrieve account balances, orders, and positions with the JavaScript SDK
- [Analytics](https://finance.dev/sdks/javascript/analytics.md): Access market analytics, top movers, sector data, and analyst ratings with the JavaScript SDK
- [Authentication](https://finance.dev/sdks/javascript/authentication.md): Learn how to authenticate with the Aries API using OAuth2 and manage access tokens in JavaScript/TypeScript
- [Chart](https://finance.dev/sdks/javascript/chart.md): Get historical chart data and real-time quotes with the JavaScript SDK
- [Market Data](https://finance.dev/sdks/javascript/market-data.md): Get real-time quotes and equity details with the JavaScript SDK
- [News & Calendars](https://finance.dev/sdks/javascript/news-calendars.md): Access financial news, economic calendars, and earnings data with the JavaScript SDK
- [Orders](https://finance.dev/sdks/javascript/orders.md): Place, update, cancel, and preview orders with the JavaScript SDK
- [JavaScript SDK](https://finance.dev/sdks/javascript/overview.md): Official JavaScript/Node.js SDK for the Aries API
- [JavaScript SDK Quick Start](https://finance.dev/sdks/javascript/quick-start.md): Get started with the Aries JavaScript/Node.js SDK in minutes
- [Settings & Clients](https://finance.dev/sdks/javascript/settings-clients.md): Manage settings and OAuth2 clients with the JavaScript SDK
- [Users](https://finance.dev/sdks/javascript/users.md): Manage user accounts, profiles, and settings with the JavaScript SDK
- [Watchlist](https://finance.dev/sdks/javascript/watchlist.md): Create and manage watchlists with the JavaScript SDK
- [Aries SDKs](https://finance.dev/sdks/overview.md): Official SDKs for integrating with the Aries API
- [Accounts](https://finance.dev/sdks/python/accounts.md): Retrieve account balances, orders, and positions with the Python SDK
- [Analytics](https://finance.dev/sdks/python/analytics.md): Access market analytics, top movers, sector data, and analyst ratings with the Python SDK
- [Authentication](https://finance.dev/sdks/python/authentication.md): Learn how to authenticate with the Aries API using OAuth2 and manage access tokens
- [Chart](https://finance.dev/sdks/python/chart.md): Get historical chart data and real-time quotes with the Python SDK
- [Market Data](https://finance.dev/sdks/python/market-data.md): Get real-time quotes and equity details with the Python SDK
- [News & Calendars](https://finance.dev/sdks/python/news-calendars.md): Access financial news, economic calendars, and earnings data with the Python SDK
- [Orders](https://finance.dev/sdks/python/orders.md): Place, update, cancel, and preview orders with the Python SDK
- [Python SDK](https://finance.dev/sdks/python/overview.md): Official Python SDK for the Aries API
- [Python SDK Quick Start](https://finance.dev/sdks/python/quick-start.md): Get started with the Aries Python SDK in minutes
- [Settings & Clients](https://finance.dev/sdks/python/settings-clients.md): Manage settings and OAuth2 clients with the Python SDK
- [Users](https://finance.dev/sdks/python/users.md): Manage user accounts, profiles, and settings with the Python SDK
- [Watchlist](https://finance.dev/sdks/python/watchlist.md): Create and manage watchlists with the Python SDK
- [Supplemental API](https://finance.dev/supplemental-api/overview.md): Options, stocks, analytics, company data, stock alternative, and more. Supplemental endpoints for research, market data, and fundamentals.
- [Account Updates WebSocket](https://finance.dev/websockets/account-updates.md): Real-time WebSocket API for trading account updates, orders, positions, balances, and P&L candles. Subscribe to specific account events to receive instant notifications minimizing bandwidth and latency.
- [Market Data WebSocket](https://finance.dev/websockets/market-data.md): Real-time streaming API for equity quotes, trades, and market indices. Subscribe to specific symbols with field-level granularity to receive only the data you need, minimizing bandwidth and latency.
- [WebSockets](https://finance.dev/websockets/overview.md): Real-time data streaming with WebSocket connections
- [Charting WebSocket](https://finance.dev/websockets/tradingview-chart.md): Real-time WebSocket API for TradingView chart data. Stream live quotes and trades for equities and options. Connect, authenticate, then subscribe to symbols.
- [Watchlist WebSocket](https://finance.dev/websockets/watchlist.md): Real-time WebSocket API for watchlist updates. Subscribe to receive instant notifications when symbols in your watchlist are updated, added, or removed.
- [Finance.dev](https://finance.dev/welcome.md): Build trading applications with real-time market data, order execution, and portfolio analytics. Quick start, OAuth2 authentication, and full API reference.

## OpenAPI Specs

- [openapi](https://finance.dev/openapi.json)
- [fundamentals-openapi](https://finance.dev/fundamentals-openapi.json)
- [finnhub-endpoints](https://finance.dev/finnhub-endpoints.json)
- [aries-trading-platform-api-with-code-samples](https://spec.speakeasy.com/aries/aries/aries-trading-platform-api-with-code-samples)

## AsyncAPI Specs

- [market-data](https://finance.dev/asyncapi-specs/market-data.json)
- [tradingview-chart](https://finance.dev/asyncapi-specs/tradingview-chart.json)
- [account-updates](https://finance.dev/asyncapi-specs/account-updates.json)
- [asyncapi](https://finance.dev/api-reference/asyncapi.json)