Use Financial Datasets with
Sokko.
Connect Financial Datasets and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Financial Datasets
Every Financial Datasets action Sokko can run. Ask for one in a sentence and it's done.
Get As-Reported Financials
Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
Get Beneficial Ownership
Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
Get Company Facts
Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
Get Company KPIs
Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
Get Earnings
Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
Get Financial Metrics
Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.
Get Financial Statements
Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
Get GPU Prices
Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.
Get Index Fund Holdings
Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
Get Inflation
Return the latest CPI values for all or one inflation series, or monthly history for one series.
Get Insider Ownership
Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
Get Institutional Holdings
Return one page of SEC 13F holdings by institution CIK or held-company ticker.
Get Interest Rates
Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue.
Get Labor Market
Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
Get Price History
Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
Get Price Snapshot
Return a real-time price snapshot for one ticker or snapshots for the broad market.
Get SEC Filing Items
Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.
Get Segmented Financials
Return one page of company-reported business or product segments for one statement family or all statements.
Get Treasury Yield Curve
Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page.
List Dataset Identifiers
List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
List Filing Options
List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it.
List Insider Trades
Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
List IPO Filings
Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
List Macro Options
List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
List News
Return one page of recent company-specific or broad-market news articles.
List Screener Filters
List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
List SEC Filings
Return one page of SEC filing metadata and source URLs with optional company and form filters.
Screen Companies
Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
Search Financial Line Items
Return selected financial line items for one or more company tickers and a reporting period type.
Search Institutional Investors
Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.
Get connected
Live in your Slack in two minutes.
No workflows to wire up. Turn on the tools you already use, and your agent gets to work.
Add to Slack
1
Add Sokko to Slack
One click from the Slack marketplace. Your whole team gets Sokko at once.
2
Connect your tools
Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with Financial Datasets?
3
Put Sokko to work
@mention Sokko in any channel and it gets going. Minutes, not a weekend.
Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to Financial Datasets, and approve the connection when prompted. From then on you can ask Sokko to do things in Financial Datasets whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Financial Datasets, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Financial Datasets and the rest of your stack in a single request.