Frequently Asked Questions
What is Flexreport Finance?
Flexreport Finance is a research terminal built on a curated database of institutional equity data — fundamentals, ownership, filings, transcripts, estimates, technicals, and macro data — searchable in plain English by you or by your AI agent.
What exactly is in the 600M+ datapoints?
Quarterly and annual fundamentals back to 2009 (123 statement line items and 59 curated ratios), 76 technical indicator datasets plus 60 candlestick patterns with signals precomputed, quarterly 13F institutional ownership with position deltas across 13 investor types, Form 3/4/5 insider activity with 10b5-1 flagging, earnings transcripts segmented into numbered speaker turns, analyst estimates with dispersion bands and analyst counts, as-reported XBRL from EDGAR, macro and FRED series, dividends, IPOs, and peer and sector rollups — 187+ curated relations in all.
What do I get with Flexreport Finance?
Direct access to the data layer, plus the applications built on top of it: research reports, scheduled delivery, a bespoke report builder, a stock screener, curated stock picks, and a portfolio optimizer. Agents get the same data over MCP as typed tools.
How many companies are covered?
Flexreport Finance provides global coverage for 2,900+ publicly traded companies and pricing data for over 350 indices. Coverage spans micro, small, medium, large, and mega-cap equities, including full Dow Jones, S&P 500, and NASDAQ 100 coverage.
What data goes into the reports?
In addition to providing a data layer to AI Agents, Flexreport Finance has its own AI Agents leverage the data layer to provide analyst reports for over 2,900+ equities. Reports draw on fundamental financials (quarterly and annual), financial ratios, pricing and technical data, institutional ownership, analyst ratings, analyst estimates, earnings surprises, SEC filings (including 13Fs), and real-time news.
How often are companies/reports updated?
The AI analyst continuously monitors covered companies throughout the day. News is monitored every 3 minutes, earnings transcripts every 20 minutes, financials every 5 minutes, 13F filings every 15 minutes, and price moves every 30 minutes.
How is this different from ChatGPT, Gemini, and Claude?
Those are general-purpose models with no dedicated market database behind them. Flexreport answers from a curated database, enabling it to trace every claim it makes to the source (SEC filing, news article, earnings transcript, investor deck, etc.) On top of that, Flexreport's AI analyst has built up a deep understanding of every company it covers, closely tracking financial performance, earnings trends, management commentary, and price action over time. It continuously updates its investment thesis as new information arrives, just as a human analyst would. The result is a system that gets smarter about each company the longer it runs.