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Migrate from financialdatasets.ai

This guide maps the major financialdatasets.ai workflows onto Omni Datastream.

High-level differences

  • Omni Datastream ships primary-source filing, section, ownership, compensation, webhook, and MCP surfaces in one API
  • statements, facts, and filing provenance are exposed with SEC lineage instead of only normalized financial rows
  • pricing and quota signals are visible on every response through meter and plan headers

Route mapping

  • /financials/income-statement -> /v1/statements/income_statement
  • /financials/balance-sheet -> /v1/statements/balance_sheet
  • /financials/cash-flow-statement -> /v1/statements/cash_flow_statement
  • /financial-metrics -> /v1/facts plus statement endpoints
  • /sec-filings -> /v1/filings and /v1/filings/latest
  • /insider-trades -> /v1/insiders

Request translation examples

Income statement

curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/statements/income_statement?ticker=AAPL&period=annual&limit=4"

Balance sheet

curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/statements/balance_sheet?ticker=AAPL&period=annual&limit=4"

Filing retrieval

curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/filings/latest?ticker=AAPL&form=10-K"

Migration notes

  • Pin omni-version and compare statement-level fields before swapping production dashboards
  • Use /v1/facts when you need tag-level primary-source values instead of a pre-aggregated metrics bundle
  • Expect larger payloads than financialdatasets.ai on some statement calls because Omni includes provenance and richer structure
  • If you only need a token-efficient machine summary, prefer compact section mode and the statement-specific endpoints instead of full rendered filings
  1. statements
  2. facts
  3. filing search and latest filing retrieval
  4. insider and compensation workflows
  5. MCP or artifact workflows if you are consolidating tool surfaces