Enable users to interact with your websockets

Real Time Transcripts

Channel for sending and receiving WebSocket messages

Actions to interact with the transcript stream

WebSocket Command

Stream.publish

Transcript message received after subscribing

Real-time Transcript

Stream.subscribe

apikey

Optional boolean for mock testing when no live transcripts.

Stock ticker symbol (e.g., AAPL) or '*' for all

Stream

Finvera Licensing Documentation

Welcome to Finvera's developer documentation. Our infrastructure is designed for high-performance financial data processing, utilizing modern technologies to ensure scalability, reliability, and speed.

Introduction

The Finvera API enables developers to retrieve various financial datasets that power firms from fintech startups, to enterprise brokerage applications. Below are the key concepts to understand before integrating.

Introduction - API Reference

How to handle errors with our API endpoints

Error Handling

The Analyst Ratings API provides structured, real-time and historical access to equity analyst upgrades, downgrades, initiations, and reiterations across U.S. publicly traded companies. Built for developers, quant researchers, and fintech platforms, the API surfaces granular rating activity from major sell-side firms, normalized into a consistent JSON format for easy integration.

Overview

Fetch Ratings

The Conference Call Transcripts API provides developers with programmatic access to earnings call transcripts from thousands of publicly traded companies, with a primary focus on the top 5k US companies. Coverage includes both real-time transcripts streamed via WebSocket during live calls, and post-processed, structured transcripts available through REST API endpoints shortly after the event concludes.

Get Conference Calls

Get conference call transcript by call_id.

Get Conference Call Info by ID

Get Summaries

Get Summary by Call ID

This API providess high quality company logos for brokerage display. Historically, this API has increased trade volume in a subtle way. The Company Logo API provides fast, reliable access to high-quality logos for publicly traded companies worldwide, designed to enhance investor dashboards, news platforms, and research tools with clean visual branding. The API returns logos in both SVG and PNG formats, supporting multiple sizes and orientations for different UI use cases.

Fetch logos and related security information for a given company symbol.

Fetch Company Logos

Everything you need to know about Fundamentals.

Retrieve basic company fundamentals for one or more symbols.

Fetch Fundamentals

Retrieve detailed company fundamentals with extended metrics and financial ratios.

Fetch Fundamentals Enhanced

The News API provides structured, real-time and historical access to market-moving news events across U.S.-listed companies. Designed for developers, trading platforms, and news aggregators, this API delivers enriched news articles with catalyst detection, security mapping, and metadata to power financial workflows and insights.

Returns curated news for a given symbol and related filters.

Fetch News

The Security Master API provides a centralized, canonical dataset of identifiers and metadata for global instruments. It is designed to serve as the foundational reference layer for any financial data platform, ensuring consistency across tickers, company names, CUSIPs, ISINs, FIGIs, PermIDs, exchange codes, and other identifiers used across downstream applications.

Perform a search for securities using a symbol or other search criteria.

Fetch Reference Data

A brief introduction to real-time data Websockets. This guide will help you get started with streaming, enabling you to subscribe to continuous updates on Conference Call Transcripts and other datasets

Changelog

Streaming Conference Call Transcripts

Perform a search for securities using a ticker or other search criteria.

This API providess high quality company logos for brokerage display. Historically, this API has increased trade volume in a subtle way.

WSS Documentation