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Migrate from Financial Datasets

This guide helps you swap Financial Datasets workflows onto SEC API without losing the normalized statement views you already depend on.

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What changes when you switch

Primary-source lineage

SEC API exposes SEC-backed provenance and freshness alongside normalized rows.

More than statements

Filings, sections, ownership, compensation, webhooks, streams, and MCP all live in the same product.

Usage signals in every response

Meter and plan headers stay visible while you migrate and benchmark.

Better section and filing context

SEC API gives you normalized financials plus the filing context that produced them.

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Route mapping

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

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Request translation examples

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Income statement

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

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Balance sheet

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

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Filing retrieval

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

Copy this SEC API prompt for your agent.

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Migration notes

  • Pin secapi-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 Financial Datasets on some statement calls because SEC API 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 agent tooling

Statements reference

Open the exact normalized statement and bundle endpoints.

Ownership workflows

See the institutional and beneficial ownership flows that sit beyond standard financials APIs.

Auth and pricing

Understand plan headers, usage state, and onboarding before cutover.