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AI-powered financial research

Beyond a web subscription. Your entire research system.

Access millions of financial datasets, including fundamentals, historical financials, quantitative factors, ownership, industry benchmarks and market data, and extract exactly the research you need in the file format you prefer: Excel, PDF, Word, PowerPoint or CSV.

Bring institutional and quant-grade premium and alternative datasets into your own research system through the CSIMarket API and MCP. Ask a question in plain language; get back finished, professional research.

CSIMarket Data API MCP AI Analysis Professional Research

Your AI agent gets access to the CSIMarket datasets included in your subscription. Professional and Enterprise differ in access and depth.

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Professional Subscription
1. Web Subscription · 2. Advanced MCP access enables AI assistants to perform more professional research · 3. API

Build Your Own Financial Research Platform

Bring CSIMarket's structured, quality-controlled financial data directly into your own research systems, AI workflows and applications.

Professional is built forInvestment & Portfolio Management, Risk & Credit, Financial Modeling & Valuation, Consulting & Corporate Strategy, Regulatory, Compliance & Governance, Quantitative Research, AI & Automation for small teams

That means you can:

  • Build your own financial research platform and proprietary dashboards.
  • Benchmark companies and industries across growth, profitability, valuation and financial strength, using 20 years of historic data.Benchmark your company, portfolios or custom inputs against industry peers, market segments and broader company universes. Ask your AI assistant or your financial system to benchmark your numbers against CSIMarket data.
  • Power credit and risk analysis with structured financial data.Run quantitative credit and risk analysis, benchmark financial strength, identify deteriorating companies and detect early-warning signals across companies, portfolios and industries.
  • Build quantitative investment strategies using factors, scores, risk metrics and historical data.
  • Factor models and factor investing.Build single- and multi-factor models across value, quality, profitability, growth, leverage, momentum and risk. Rank the universe on each factor, combine factors into a composite score, and form long, short or long-short baskets. CSIMarket's factor scores and z-scores give you the normalized, cross-sectionally comparable inputs a factor model needs, so you're not re-deriving them from raw statements.
  • Systematic screening and stock selection.Turn any investment thesis into a repeatable rule set (for example, high quality, improving profitability, reasonable valuation, low financial risk) and run it across the whole universe. The screener and factor/risk panel let you define, save and re-run these screens as the market moves, which is the backbone of any rules-based selection strategy.
  • Cross-sectional ranking and scoring systems.Score every company on a custom weighted blend of metrics and rank them within their industry or sector. This is how you build "top decile / bottom decile" strategies, tilt portfolios, and watchlists that update as fundamentals change.
  • Risk modeling and screening.Use the risk measures, leverage metrics and z-scores (including distress-style signals) to build risk filters: screen out high-financial-risk names, cap sector exposure, or flag deteriorating balance sheets before they show up in price.
  • Industry and sector rotation.With industry and sector analytics and benchmarks, build rotation models that overweight sectors improving on profitability, margins or growth and underweight those deteriorating: a classic top-down systematic overlay.
  • Ownership and positioning signals.Ownership data supports strategies built around institutional accumulation and distribution, concentration, and changes in holder composition as a secondary signal layer.
  • Fundamental momentum and revision strategies.Track quarter-over-quarter and year-over-year changes in margins, returns, leverage and growth to build "fundamental momentum" signals (buying improving fundamentals, avoiding deteriorating ones) over multi-year history.
  • Peer and relative-value strategies.Because every company can be benchmarked against its industry peers, you can build relative-value strategies: long the cheapest and highest-quality names relative to their own peer group rather than the market as a whole.
  • Portfolio construction and backtesting.Feed any of the above signals into portfolio construction (equal weight, factor weight, risk-managed weight) and, because the data has historical depth, backtest the strategy across multiple years and market regimes before committing capital.
  • Develop and backtest factor-based models in your own research environment.
  • Automate financial screening, monitoring and research workflows.
  • Power AI-powered research by connecting CSIMarket to your AI assistant through MCP.
  • Support consulting, compliance, benchmarking and risk analysis work, including ESG and climate use cases.Carbon footprint analysis (measuring a company's overall carbon footprint), ESG data and analytics (the broader category covering environmental, social and governance data), and climate risk analysis (assessing financial exposure to climate-related risks).
  • Supply-chain concentration analysis.Identify dependence on major customers, suppliers, industries or geographic markets and quantify concentration risk.
  • Relationship-driven investment research.Use supplier, customer and corporate relationships to discover second-order investment opportunities, risks and fundamental transmission effects.
CSIMarket data API Your systems
CSIMarket data MCP Your AI assistant
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Whether you're working professionally or deploying AI across an organization, there is a plan designed for your workflow.

1. Choose your profileProfessional or organization.
2. Compare what you getSee the data, access and workflow differences.
3. Start researchingConnect your AI and turn questions into finished research.
How it works

From a plain-language question to finished research.

Your AI provides the reasoning. CSIMarket provides the financial intelligence. MCP connects the two.

The CSIMarket website only scratches the surface of our database. MCP allows your AI agent to work with the structured financial intelligence behind the website and turn it into professional research.

Ask questions like
  • “Compare the 25 largest companies in Aerospace & Defense and identify which have the strongest combination of profitability, financial strength, valuation and five-year improvement.”
  • “Screen companies for strong quality factors, improving fundamentals and low financial risk, then rank the results.”
  • “Compare these companies against their industry peers and explain where each company is outperforming or underperforming.”
  • “Perform a five-year financial and quantitative comparison of these companies and create an Excel workbook with the results.”
From question to finished research
  1. 1Research
  2. 2Compare
  3. 3Benchmark
  4. 4Screen
  5. 5Analyze
  6. 6Explain
  7. 7Produce
And deliver the result as
Excel CSV Word PDF PowerPoint Tables Charts Research Reports
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For professionals

Professional

For professionals who need deeper research, broader access and advanced AI-powered workflows.
$292 / mo
Billed annually as $3,500/yr
Best forAnalysts, consultants, boutique investment firms, quantitative researchers and professional research teams.
  • Full API access
  • AI agent access through MCP
  • Web access
  • 300 requests/min
  • Full fundamentals + quant + stocks data
  • 117 research endpoints
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See all 117 included endpoints
Company
Companies: List List all companies
Company Overview Overview
Company Growth Revenue, income & FCF growth rates · YoY/CAGR/vs-industry
Company Profitability Gross, operating & net margins, FCF margin · TTM/FY/Q
Company Valuation P/E, P/S, P/B, EV/EBITDA multiples & yields · TTM/FY/Q
Company Financial Strength Liquidity, leverage, debt coverage, Altman Z-score
Company Efficiency Asset turnover, working capital cycle & capex intensity
Company Management Effectiveness ROA, ROE, ROIC, cash conversion · TTM/FY/Q
Company Per-Share EPS, book value, FCF per share
Company Scores Factor scores, Piotroski, Beneish, Altman
Company Z-Scores Cross-sectional z-scores vs industry peers
Company Quant Profile 5-year statistical profiles
Company Signals Probabilistic signals & regimes
Company Dashboard All analytics combined
Company Market Structure: Advanced Full factor & risk panel
Company Market Structure: History Historical snapshots
Company Quant Factor & Risk 90-field factor & risk panel · D + Q series · 10,020 cos
Company Income Statements Historical flat rows · TTM/FY/Q
Company Balance Sheets Historical flat rows
Company Cash Flow Statements Historical flat rows
Income Statement: Display Display view · ticker or CIK
Balance Sheet: Display Display view
Cash Flow: Display Display view
Company Ownership Ownership summary · aggregate, concentration (HHI/Gini) & by-manager-type mix
Company Ownership: Holders Institutional (13F) holders list
Company Ownership: Top Holders Largest holders by market value
Company Ownership: Changes Quarter-over-quarter position changes
Company Ownership: History Ownership & holder count over time
Manager Portfolio Manager portfolio · by manager CIK
Manager Holdings: By Name Manager portfolio · by name search
Manager History Manager AUM & holdings over time
Stock Price Real-time/latest price for a ticker
Stock Price History Historical price series for a ticker
Company Relationships Supply-chain and commercial relationship graph across 12 dimensions: competitor, customer (clients it sells to), supplier (vendors it buys from), partner, investment, jv, licensing, distribution, card_network, payment_network, card_processor, tech_vendor. Each edge names provenance (REPORTED / GENERAL_KNOWLEDGE / INFERRED); ?tier returns ALL by default and narrows to reported (own announcements), news, established_relationships or general_knowledge. Supplier edges carry roles (?role=, 11).
Relationship Evidence Provenance behind each relationship, for full auditability. Each evidence record names its source category: company_announcements (the company's own filings and releases), news (published articles and wire items), established_relationships (the curated long-standing graph) or general_knowledge (commonly known, not traced to a single document), with excerpts, years and the source reference. Audit any supply-chain claim: the filing or news behind each supplier, customer or partner link.
Company Competitors Competitors - materiality-ranked. All provenances are returned by default, each edge naming its own; ?tier=reported narrows to the companies' own announcements. Disclosed competitive set, for peer group and market-share work.
Company Customers Company customers (reverse-view aware: the company's own disclosures plus inverse views of counterparties that named this company as a customer). Per-row disclosure provenance: reported_by_viewed_company, disclosed_by, corroborated.
Company Suppliers Company suppliers (reverse-view aware: direct disclosures + inverse views). Each supplier carries a roles array - foundry, packaging_testing, contract_manufacturer, equipment, raw_material, logistics, energy, technology_software, infrastructure, outsourced_service, component - with confidence, evidence and method. ?role= filters to one function; response includes role_facets.
Company Partners Partners & alliances
Company Investments Investments & M&A stakes
Company Joint Ventures Joint ventures
Company Licensing Licensing relationships
Company Distribution Distribution relationships
Company Relationships History Batch relationship history - every edge's observed timeline in one call Supply-chain history: how supplier and customer relationships changed over time.
Relationship by ID Single relationship edge by stable rel_uid One supplier, customer, partner or competitor relationship by stable id.
Relationship History Observed timeline - years present, evidence-by-year, status Timeline for a single supplier or customer relationship.
Relationships: Compare Compare 2-5 companies - shared / unique suppliers, customers, competitors - one call Compare supply chains: shared suppliers and customers across 2-5 companies.
Company Segments Business segment revenue & operating income; reportable vs disaggregation, % of consolidated revenue, reconciliation flag, point-in-time.
Company Geographic Exposure Geographic revenue exposure; by_region and by_country as independent partitions (never summed across).
Company Exposure Business segments and geographic exposure in a single call.
Segment Detail A single segment or geography member by its stable member_uid.
Supply-Chain Geography Counterparty geography from the relationship graph: WHERE a company's suppliers/customers are located (by_country / by_region + coverage). Relationship COUNTS by geography, not economic exposure; NOT the company's own revenue geography (see Company Geographic Exposure). Reverse-view aware. Procurement geography: where a company's suppliers and customers are located.
Supplier Dependency Supplier and vendor DEPENDENCY dataset (evidence-first, NOT a score) for procurement and sourcing risk. Concentration is not dependency: 20 suppliers is not diversified if one is a sole-source foundry. Per disclosed supplier: role and criticality, persistence (absence is not termination), geography (unknown RETAINED, never assumed domestic), public/private, sole_source_flag and single_source_flag (EXPLICIT disclosure only, never inferred), economic exposure (explicit vs derived) and events.
Relationship Risk (Integrated) Integrated relationship-risk DATASET (explainable, NOT a score) over customer and client concentration, supplier and vendor dependency, roles and criticality, geography, economic exposure, events and evidence. Decomposable factor sections plus risk_drivers[] (OBSERVED signals) and risk_unknowns[] (DATA LIMITATIONS). Emits no single risk number, never sums explicit with derived value, and never treats unattributed revenue, unknown geography or an absent sole-source flag as zero.
Company Semantic Search Resolve a company by name - typos, partial names, spacing/punctuation variants - to its ticker and CIK via semantic (vector) name search over company + subsidiary names. Returns ranked matches (score per hit), one row per CIK, entitlement-filtered. Use before the company data endpoints when you only have a name.
Company Business Discovery Find companies by BUSINESS or concept (e.g. electric vehicle makers, offshore oil and gas drilling, online payment processing). Semantic (vector) search over company business descriptions; returns a ranked SET of companies operating in the space with ticker/CIK/score. Complements /companies/search (name lookup). Surfaces companies whose primary business matches - not necessarily the market leader.
Point-in-Time Fundamentals As-of/original/latest fundamentals with knowledge-time and duration. Values are RAW currency units.
Company Insider Transactions Recent insider transactions (officer, director and 10%-owner buys, sells, awards and dispositions) for one company.
Company Insider Summary Net open-market insider buying vs selling, unique insiders and sentiment over a lookback window.
Insider Transactions by Person Transactions of a single reporting owner across all companies, by insider id.
Company Similar Same-industry companies ranked by business-description similarity
Company Research Dossier Composed research dossier: 13 sections (profile, statements, ratios vs industry, market context, quant factors, relationship risk, peers, industry, supply chain, ownership changes), each section gated by its own scope
Graph: Relationship Neighborhood N-hop relationship neighborhood over the disclosed graph (both-views union per hop), with resolution status, disclosure provenance and coverage accounting. All 12 relationship dimensions are traversable via ?types=, and ?tier returns every provenance by default. Multi-hop supply chain: suppliers of suppliers, customers of customers.
Graph: Relationship Paths Evidence-ranked relationship paths between two companies (weakest-link confidence rule, documented in meta). All 12 dimensions traversable; ?tier returns every provenance by default and narrows to reported, news, established_relationships or general_knowledge. Supply-chain connection paths between two companies.
Graph: Indirect Exposure Indirect supplier/customer exposure set N hops out, with industry rollup over resolved nodes; weighted propagation typed not_available (data-blocked). All 12 dimensions traversable; ?tier returns every provenance by default. Indirect supply-chain exposure N hops out (tier-2 and tier-3 suppliers and customers).
Earnings-Announcement Calendar Per-company calendar of formal statement filings paired with the date results were separately announced (8-K/6-K), when detected. gap_days = report_filed minus announced_at.
Market Share vs Competitors Whole-company revenue market share vs named competitors, across the full peer set / same industry / same sector, for TTM, most recent quarter and prior quarter. peer_source=graph (filing-grounded, default) or legacy (odnosi_novi, disclosed stale since 2025-05).
Market Share History (Annual TTM) Historic TTM market share, one point per fiscal year (each company own fiscal year-end), going back multiple years - unlike the current-snapshot market-share endpoint. peer_source=graph (filing-grounded, default) or legacy. Peer set reflects TODAY relationships applied retrospectively.
Company Overview Report AI-ready composite company overview in one call: identity and classification, live market and quant snapshot, and TTM headline fundamentals. Each section is gated by its own scope and carries a typed status, so a section your plan does not license is labelled rather than silently dropped, and a figure with a known data-quality issue is flagged instead of presented as clean. Section coverage expands as later phases ship.
Upcoming Earnings Calendar When a company has said it will release its next results, read from its own advance 8-K announcement. Current best guess per period plus next_earnings_date; as_of returns what was known on a past date. Each row carries status, confidence and the source 8-K.
Industry
Industries: List List all industries
Industry Overview Overview
Industry Growth Revenue, income & FCF growth rates · TTM/FY/Q
Industry Profitability Margins, EBITDA, trend & dispersion · TTM/FY/Q
Industry Valuation P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Industry Financial Strength Liquidity, leverage, Altman Z-score · TTM/FY/Q
Industry Efficiency Asset turnover, DPO, cash conversion cycle · TTM/FY/Q
Industry Management Effectiveness ROE, ROA, ROIC, capital efficiency · TTM/FY/Q
Industry Dashboard All 6 analytics combined
Sectors: List List all sectors
Sector Overview Overview
Sector Growth Revenue, income & FCF growth rates · TTM/FY/Q
Sector Profitability Margins, EBITDA, trend & dispersion · TTM/FY/Q
Sector Valuation P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Sector Financial Strength Liquidity, leverage, Altman Z-score · TTM/FY/Q
Sector Efficiency Asset turnover, DPO, cash conversion cycle · TTM/FY/Q
Sector Management Effectiveness ROE, ROA, ROIC, capital efficiency · TTM/FY/Q
Sector Dashboard All 6 analytics combined
Industry Semantic Search Semantic industry/sector lookup by name: tolerates typos, partial names and colloquialisms. Returns ranked classification ids backed by ratio data.
Market
Total Market Overview Total-market overview · cap, revenue, EBITDA, income, company counts
Market Growth Revenue, income & FCF growth across the entire market · TTM/FY/Q
Market Profitability Aggregate margins, EBITDA & dispersion · TTM/FY/Q
Market Valuation Market P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Market Financial Strength Aggregate liquidity, leverage & Altman Z-score · TTM/FY/Q
Market Efficiency Asset turnover, cash conversion cycle · TTM/FY/Q
Market Management Effectiveness ROE, ROA, ROIC across the market · TTM/FY/Q
Market Dashboard All 6 analytics combined
Market Performance Cap-weighted market returns, breadth and market cap for any trading day
Market Movers Top gainers, losers and most active
Index Composite U.S.A. 500 / Tech 100 / Small Caps performance, breadth and top contributors
Sector Performance Cap-weighted returns and breadth per sector for any trading day
Industry Performance Cap-weighted returns and breadth per industry for any trading day
Market Regime Rules-based market-regime classification with documented formula, breadth, VIX band, dispersion and sector leadership
Sector Rotation Per-sector rotation analytics: return windows, rank and rank change vs ~20 sessions ago, quadrant classification vs the market
Industry Rotation Per-industry rotation analytics: return windows, rank and rank change vs ~20 sessions ago, quadrant classification vs the market
Upcoming Earnings Calendar (All Companies) Every company with an announced earnings release date in a date range (default next 30 days, max 92), read from advance 8-K announcements. Same row shape as the per-company calendar: status, confidence and the source 8-K on every row.
News
News: Company news News for a company
News: Industry news News for an industry
News: Sector news News for a sector
News: Market news Market-wide news
News: Universal feed Canonical silver news feed
News: Events Event-typed quant feed
News: Article One canonical article
News: Story cluster Deduplicated multi-source story
Reports
Custom Report Downloads Generate CSV, Excel or JSON report files from any licensed CSIMarket dataset via the MCP server. Per-call report generation; distinct from the all-companies bulk export.
Screening
Quant Factor Screener Cross-sectional screener across the full universe · factor z-scores, risk scores, index membership, momentum regime
Ownership Screener POST · cross-sectional ownership screener
For organizations

Enterprise

For organizations that need to deploy AI-powered financial research across teams, workflows and business functions.
$708 / mo
Billed annually as $8,500/yr
Best forFinancial institutions, research teams, investment firms and organizations with broader deployment needs.
  • Full API access
  • AI agent access through MCP
  • Organization-wide deployment
  • Web access
  • 600 requests/min
  • Full fundamentals + quant + stocks data
  • 129 research endpoints
  • Bulk & CSV export access
Subscribe
See all 129 included endpoints
Company
Companies: List List all companies
Company Overview Overview
Company Growth Revenue, income & FCF growth rates · YoY/CAGR/vs-industry
Company Profitability Gross, operating & net margins, FCF margin · TTM/FY/Q
Company Valuation P/E, P/S, P/B, EV/EBITDA multiples & yields · TTM/FY/Q
Company Financial Strength Liquidity, leverage, debt coverage, Altman Z-score
Company Efficiency Asset turnover, working capital cycle & capex intensity
Company Management Effectiveness ROA, ROE, ROIC, cash conversion · TTM/FY/Q
Company Per-Share EPS, book value, FCF per share
Company Scores Factor scores, Piotroski, Beneish, Altman
Company Z-Scores Cross-sectional z-scores vs industry peers
Company Quant Profile 5-year statistical profiles
Company Signals Probabilistic signals & regimes
Company Dashboard All analytics combined
Company Market Structure: Advanced Full factor & risk panel
Company Market Structure: History Historical snapshots
Company Quant Factor & Risk 90-field factor & risk panel · D + Q series · 10,020 cos
Company Income Statements Historical flat rows · TTM/FY/Q
Company Balance Sheets Historical flat rows
Company Cash Flow Statements Historical flat rows
Income Statement: Display Display view · ticker or CIK
Balance Sheet: Display Display view
Cash Flow: Display Display view
Company Ownership Ownership summary · aggregate, concentration (HHI/Gini) & by-manager-type mix
Company Ownership: Holders Institutional (13F) holders list
Company Ownership: Top Holders Largest holders by market value
Company Ownership: Changes Quarter-over-quarter position changes
Company Ownership: History Ownership & holder count over time
Manager Portfolio Manager portfolio · by manager CIK
Manager Holdings: By Name Manager portfolio · by name search
Manager History Manager AUM & holdings over time
Stock Price Real-time/latest price for a ticker
Stock Price History Historical price series for a ticker
Company Relationships Supply-chain and commercial relationship graph across 12 dimensions: competitor, customer (clients it sells to), supplier (vendors it buys from), partner, investment, jv, licensing, distribution, card_network, payment_network, card_processor, tech_vendor. Each edge names provenance (REPORTED / GENERAL_KNOWLEDGE / INFERRED); ?tier returns ALL by default and narrows to reported (own announcements), news, established_relationships or general_knowledge. Supplier edges carry roles (?role=, 11).
Relationship Evidence Provenance behind each relationship, for full auditability. Each evidence record names its source category: company_announcements (the company's own filings and releases), news (published articles and wire items), established_relationships (the curated long-standing graph) or general_knowledge (commonly known, not traced to a single document), with excerpts, years and the source reference. Audit any supply-chain claim: the filing or news behind each supplier, customer or partner link.
Relationship Economic Value Economic-value observations for one relationship, each with value_provenance. EXPLICIT = a source disclosed the amount (contracts, purchase commitments, deals, investments; carries source and event_date). DERIVED = CSIMarket-computed buyer exposure = customer-concentration percent x reported revenue (carries concentration_pct, revenue_basis, fiscal_year, calculation) and is NEVER presented as disclosed. Returns counts_by_provenance and the typed values[] series; ?value_provenance filters.
Company Competitors Competitors - materiality-ranked. All provenances are returned by default, each edge naming its own; ?tier=reported narrows to the companies' own announcements. Disclosed competitive set, for peer group and market-share work.
Company Customers Company customers (reverse-view aware: the company's own disclosures plus inverse views of counterparties that named this company as a customer). Per-row disclosure provenance: reported_by_viewed_company, disclosed_by, corroborated.
Company Suppliers Company suppliers (reverse-view aware: direct disclosures + inverse views). Each supplier carries a roles array - foundry, packaging_testing, contract_manufacturer, equipment, raw_material, logistics, energy, technology_software, infrastructure, outsourced_service, component - with confidence, evidence and method. ?role= filters to one function; response includes role_facets.
Company Partners Partners & alliances
Company Investments Investments & M&A stakes
Company Joint Ventures Joint ventures
Company Licensing Licensing relationships
Company Distribution Distribution relationships
Company Relationships History Batch relationship history - every edge's observed timeline in one call Supply-chain history: how supplier and customer relationships changed over time.
Relationship by ID Single relationship edge by stable rel_uid One supplier, customer, partner or competitor relationship by stable id.
Relationship History Observed timeline - years present, evidence-by-year, status Timeline for a single supplier or customer relationship.
Relationships: Compare Compare 2-5 companies - shared / unique suppliers, customers, competitors - one call Compare supply chains: shared suppliers and customers across 2-5 companies.
Company Segments Business segment revenue & operating income; reportable vs disaggregation, % of consolidated revenue, reconciliation flag, point-in-time.
Company Geographic Exposure Geographic revenue exposure; by_region and by_country as independent partitions (never summed across).
Company Exposure Business segments and geographic exposure in a single call.
Segment Detail A single segment or geography member by its stable member_uid.
Company Segments: History Segment revenue and operating income time series; quarterly or annual.
Company Geographic Exposure: History Geographic revenue exposure over time; quarterly or annual.
Segment Detail: History One segment member's time series by stable member_uid.
Supply-Chain Geography Counterparty geography from the relationship graph: WHERE a company's suppliers/customers are located (by_country / by_region + coverage). Relationship COUNTS by geography, not economic exposure; NOT the company's own revenue geography (see Company Geographic Exposure). Reverse-view aware. Procurement geography: where a company's suppliers and customers are located.
Customer Concentration Customer and corporate-client revenue-concentration analytics (DERIVED): how dependent revenue is on a company's largest buyers. Top-1/3/5/10 cumulative percent, hhi_named_customers computed over the NAMED share ONLY, and per-client exposure (concentration_pct, derived_revenue_exposure_usd, evidence). HARD RULE: unknown customers are UNKNOWN, not zero - coverage (attributed_revenue_pct, unknown_revenue_pct, coverage_status) is first-class, so HHI is never read as the full customer base.
Supplier Dependency Supplier and vendor DEPENDENCY dataset (evidence-first, NOT a score) for procurement and sourcing risk. Concentration is not dependency: 20 suppliers is not diversified if one is a sole-source foundry. Per disclosed supplier: role and criticality, persistence (absence is not termination), geography (unknown RETAINED, never assumed domestic), public/private, sole_source_flag and single_source_flag (EXPLICIT disclosure only, never inferred), economic exposure (explicit vs derived) and events.
Relationship Risk (Integrated) Integrated relationship-risk DATASET (explainable, NOT a score) over customer and client concentration, supplier and vendor dependency, roles and criticality, geography, economic exposure, events and evidence. Decomposable factor sections plus risk_drivers[] (OBSERVED signals) and risk_unknowns[] (DATA LIMITATIONS). Emits no single risk number, never sums explicit with derived value, and never treats unattributed revenue, unknown geography or an absent sole-source flag as zero.
Company Semantic Search Resolve a company by name - typos, partial names, spacing/punctuation variants - to its ticker and CIK via semantic (vector) name search over company + subsidiary names. Returns ranked matches (score per hit), one row per CIK, entitlement-filtered. Use before the company data endpoints when you only have a name.
Company Business Discovery Find companies by BUSINESS or concept (e.g. electric vehicle makers, offshore oil and gas drilling, online payment processing). Semantic (vector) search over company business descriptions; returns a ranked SET of companies operating in the space with ticker/CIK/score. Complements /companies/search (name lookup). Surfaces companies whose primary business matches - not necessarily the market leader.
Point-in-Time Fundamentals As-of/original/latest fundamentals with knowledge-time and duration. Values are RAW currency units.
Company Insider Transactions Recent insider transactions (officer, director and 10%-owner buys, sells, awards and dispositions) for one company.
Company Insider Summary Net open-market insider buying vs selling, unique insiders and sentiment over a lookback window.
Insider Transactions by Person Transactions of a single reporting owner across all companies, by insider id.
Company Similar Same-industry companies ranked by business-description similarity
Company Research Dossier Composed research dossier: 13 sections (profile, statements, ratios vs industry, market context, quant factors, relationship risk, peers, industry, supply chain, ownership changes), each section gated by its own scope
Graph: Relationship Neighborhood N-hop relationship neighborhood over the disclosed graph (both-views union per hop), with resolution status, disclosure provenance and coverage accounting. All 12 relationship dimensions are traversable via ?types=, and ?tier returns every provenance by default. Multi-hop supply chain: suppliers of suppliers, customers of customers.
Graph: Relationship Paths Evidence-ranked relationship paths between two companies (weakest-link confidence rule, documented in meta). All 12 dimensions traversable; ?tier returns every provenance by default and narrows to reported, news, established_relationships or general_knowledge. Supply-chain connection paths between two companies.
Graph: Indirect Exposure Indirect supplier/customer exposure set N hops out, with industry rollup over resolved nodes; weighted propagation typed not_available (data-blocked). All 12 dimensions traversable; ?tier returns every provenance by default. Indirect supply-chain exposure N hops out (tier-2 and tier-3 suppliers and customers).
Earnings-Announcement Calendar Per-company calendar of formal statement filings paired with the date results were separately announced (8-K/6-K), when detected. gap_days = report_filed minus announced_at.
Market Share vs Competitors Whole-company revenue market share vs named competitors, across the full peer set / same industry / same sector, for TTM, most recent quarter and prior quarter. peer_source=graph (filing-grounded, default) or legacy (odnosi_novi, disclosed stale since 2025-05).
Market Share History (Annual TTM) Historic TTM market share, one point per fiscal year (each company own fiscal year-end), going back multiple years - unlike the current-snapshot market-share endpoint. peer_source=graph (filing-grounded, default) or legacy. Peer set reflects TODAY relationships applied retrospectively.
Company Overview Report AI-ready composite company overview in one call: identity and classification, live market and quant snapshot, and TTM headline fundamentals. Each section is gated by its own scope and carries a typed status, so a section your plan does not license is labelled rather than silently dropped, and a figure with a known data-quality issue is flagged instead of presented as clean. Section coverage expands as later phases ship.
Upcoming Earnings Calendar When a company has said it will release its next results, read from its own advance 8-K announcement. Current best guess per period plus next_earnings_date; as_of returns what was known on a past date. Each row carries status, confidence and the source 8-K.
Industry
Industries: List List all industries
Industry Overview Overview
Industry Growth Revenue, income & FCF growth rates · TTM/FY/Q
Industry Profitability Margins, EBITDA, trend & dispersion · TTM/FY/Q
Industry Valuation P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Industry Financial Strength Liquidity, leverage, Altman Z-score · TTM/FY/Q
Industry Efficiency Asset turnover, DPO, cash conversion cycle · TTM/FY/Q
Industry Management Effectiveness ROE, ROA, ROIC, capital efficiency · TTM/FY/Q
Industry Dashboard All 6 analytics combined
Sectors: List List all sectors
Sector Overview Overview
Sector Growth Revenue, income & FCF growth rates · TTM/FY/Q
Sector Profitability Margins, EBITDA, trend & dispersion · TTM/FY/Q
Sector Valuation P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Sector Financial Strength Liquidity, leverage, Altman Z-score · TTM/FY/Q
Sector Efficiency Asset turnover, DPO, cash conversion cycle · TTM/FY/Q
Sector Management Effectiveness ROE, ROA, ROIC, capital efficiency · TTM/FY/Q
Sector Dashboard All 6 analytics combined
Industry Semantic Search Semantic industry/sector lookup by name: tolerates typos, partial names and colloquialisms. Returns ranked classification ids backed by ratio data.
Market
Total Market Overview Total-market overview · cap, revenue, EBITDA, income, company counts
Market Growth Revenue, income & FCF growth across the entire market · TTM/FY/Q
Market Profitability Aggregate margins, EBITDA & dispersion · TTM/FY/Q
Market Valuation Market P/E, EV/EBITDA, P/S, earnings yield · TTM/FY/Q
Market Financial Strength Aggregate liquidity, leverage & Altman Z-score · TTM/FY/Q
Market Efficiency Asset turnover, cash conversion cycle · TTM/FY/Q
Market Management Effectiveness ROE, ROA, ROIC across the market · TTM/FY/Q
Market Dashboard All 6 analytics combined
Market Performance Cap-weighted market returns, breadth and market cap for any trading day
Market Movers Top gainers, losers and most active
Index Composite U.S.A. 500 / Tech 100 / Small Caps performance, breadth and top contributors
Sector Performance Cap-weighted returns and breadth per sector for any trading day
Industry Performance Cap-weighted returns and breadth per industry for any trading day
Market Regime Rules-based market-regime classification with documented formula, breadth, VIX band, dispersion and sector leadership
Sector Rotation Per-sector rotation analytics: return windows, rank and rank change vs ~20 sessions ago, quadrant classification vs the market
Industry Rotation Per-industry rotation analytics: return windows, rank and rank change vs ~20 sessions ago, quadrant classification vs the market
Upcoming Earnings Calendar (All Companies) Every company with an announced earnings release date in a date range (default next 30 days, max 92), read from advance 8-K announcements. Same row shape as the per-company calendar: status, confidence and the source 8-K on every row.
News
News: Company news News for a company
News: Industry news News for an industry
News: Sector news News for a sector
News: Market news Market-wide news
News: Universal feed Canonical silver news feed
News: Events Event-typed quant feed
News: Article One canonical article
News: Story cluster Deduplicated multi-source story
Reports
Custom Report Downloads Generate CSV, Excel or JSON report files from any licensed CSIMarket dataset via the MCP server. Per-call report generation; distinct from the all-companies bulk export.
Screening
Quant Factor Screener Cross-sectional screener across the full universe · factor z-scores, risk scores, index membership, momentum regime
Ownership Screener POST · cross-sectional ownership screener
Bulk Income Statements All companies · cursor-paginated
Bulk Income Statements: Export Async CSV/JSON export
Bulk Balance Sheets All companies · cursor-paginated
Bulk Balance Sheets: Export Async CSV/JSON export
Bulk Cash Flow Statements All companies · cursor-paginated
Bulk Cash Flow Statements: Export Async CSV/JSON export
Segment Exposure Screener Cross-sectional exposure screen by region, dimension, or % of consolidated revenue.
Make the difference obvious

What's different as you move up?

The goal is not to make you compare every line. These are the differences that matter most when choosing a plan.

Capability
Professional
Enterprise
AI agent via MCP
Web access
Full API access
Bulk & CSV export
Organization-wide deployment
Request capacity
300/min
600/min
Beyond a database

What your AI research analyst can do.

Ask questions in plain language and let your AI retrieve, compare, analyze and synthesize structured financial intelligence.

01

Research across thousands of data points

Pull financial data across companies, industries and time periods in a single research workflow.

02

Ask questions instead of searching

Describe what you need in plain language and let the AI retrieve and assemble the relevant data.

03

Multi-company analysis

Analyze multiple companies in one workflow instead of opening one page per company.

04

Industry benchmarking

Compare companies and peer groups against industry and sector benchmarks.

05

Quantitative research

Use factor scores, risk measures, signals and quantitative metrics for systematic research.

06

Historical analysis

Analyze trends and turning points across years of historical financials and market data.

07

Research synthesis

Combine multiple datasets into a clear analytical conclusion instead of a simple data dump.

See it in action

Ask the question. Get the research.

Examples of the kind of work your AI research analyst can perform with CSIMarket data.

Company research

“Analyze Apple, Microsoft, Nvidia and Amazon and compare their profitability, valuation, financial strength and efficiency over the last five years.”

Industry research

“Analyze the Aerospace & Defense industry and identify the companies with the strongest improvement in profitability and financial strength.”

Quantitative research

“Screen the universe for companies with strong quality factors, improving profitability, reasonable valuation and low financial risk.”

Competitive intelligence

“Compare these five companies against their industry peers and identify where each company has a competitive advantage or disadvantage.”

Historical research

“Show me which companies in this industry have consistently outperformed their peers over the last ten years and explain why.”

Research report

“Perform a complete peer analysis of these companies and create a professional report with tables and charts.”

Why CSIMarket?

Why is this different from just using ChatGPT?

Your AI provides the reasoning. CSIMarket provides the structured financial intelligence to reason with.

Your AI model

  • Reasoning
  • Writing
  • Analysis
  • Natural-language interaction

CSIMarket

  • Structured financial datasets
  • Historical financial data
  • Quantitative metrics
  • Industry benchmarks
  • Research endpoints
Together professional financial research
Enterprise

Need a custom or organization-wide deployment?

Talk with our team about enterprise access, deployment requirements and commercial licensing options.

Commercial licensing →
Questions

Frequently asked questions.

Which plan should I choose?

Professional is for people who use financial research as part of their professional workflow. Enterprise is for organization-wide deployment and broader business requirements.

Can I switch between monthly and annual billing?

Use the billing selector above to compare the available billing options.

What is MCP access?

MCP connects your AI assistant to the structured financial datasets available through your CSIMarket subscription.

Do I need an enterprise plan for a team?

The right plan depends on how the data and AI workflows need to be deployed. Contact the team if you have organization-wide requirements.

Ready to research?

Choose your plan and connect your AI to CSIMarket.

Start with the workflow that matches your needs today.

View plans Contact sales