# Changelog Source: https://docs.ainvest.com/docs/changelog Product updates and release plan **Breaking change!**
[News](/reference/news/wires-content) and [Articles](/reference/news/articles-content) details endpoints now require to use content\_id instead of seo\_key to retrieve content body [Financial statements by stock ticker](/reference/securities/stock-statements) updated to reflect proper hierarchical structure of every item [Economic events calendar](/reference/calendar/economics) interface to report major economic events, like agricultural reports, Federal Reserve rates changes, Unemployment claims updates, Treasury auctions and so on. [News wires](/reference/news/wires) is changed to separate content body as a separate endpoint [News content](/reference/news/wires-content) [Financial statements by stock ticker](/reference/securities/stock-statements), includes income, cashflow and balance sheets [Dividends by stock ticker](/reference/securities/stock-dividends). ETFs are not supported yet. [Earnings by stock ticker](/reference/securities/stock-earnings) includes links to official SEC filings, investor call transcripts and AI-generated summary of call transcripts [Candles](/reference/marketdata/candles) now supports `adjustment` parameter that calculates backward or forward-adjusted historical prices. [Earnings AI backtesting](/reference/calendar/earnings-backtesting) that provides statistics of a stock performance after earnings reports [Dividends by date](/reference/calendar/dividends) [Earnings by date](/reference/calendar/earnings) [IPO by date](/reference/calendar/ipo) [Splits by date](/reference/calendar/corporateactions) by date [ETF profile](/reference/securities/etf-profile) by ticker [ETF holdings](/reference/securities/etf-holdings) by ticker [Historical prices](/reference/marketdata/candles) as candlesticks in open-high-low-close-volume format. [Tick data](/reference/marketdata/trades) for current trading day. [Company financials](/reference/securities/stock-financials) collected from public earning reports and balance sheets. [Securities search](/reference/securities/search) by ticker or security name [US Congress trades](/reference/ownership/congress). Purchases and sales made by members of US Congress [Insider trades](/reference/ownership/insider). Purchases and sales made by officers, directors, and those that hold more than 10% of any class of a company’s securities. [Analyst ratings](/reference/analysis-ratings/history) dataset to allow to drill down to firm and date level to see the history of ratings **MCP Server** to connect with AI models [News wires](/reference/news/wires). Near-realtime aggregated news feed curated by human financial professionals and enriched by our AI models. [Average analysts rating](/reference/analysis-ratings/consensus). Recommendations given to a stock by financial analysts. # MCP servers Source: https://docs.ainvest.com/docs/mcp-servers Connecting AI chatbots to Ainvest financial data An MCP server is a component of the Model Context Protocol (MCP), an open standard developed by Anthropic, the company behind Claude. MCP is used for connecting AI models with external tools and data sources. It acts as a bridge, enabling AI applications to access and use external API. ## Remote Ainvest MCP Server url: [https://docsmcp.ainvest.com](https://docsmcp.ainvest.com). Make sure you configure your MCP client to pass the Authorization header the same way as you would call an API endpoint: ``` Authorization: Bearer {AUTH_TOKEN} ``` ## Configuring Claude Code With Claude Code command line client installed, run the following command: ``` claude mcp add --transport http ainvest https://docsmcp.ainvest.com --header "Authorization: Bearer ${AUTH_TOKEN}" -s user ``` ## Configuring Claude Desktop Claude offers direct connectivity to remote MCP servers with their more expensive subscription plan. With free version you can still use MCP servers, but they have to be run locally. One of the easier ways is to use [https://www.npmjs.com/package/mcp-remote](https://www.npmjs.com/package/mcp-remote), which is run locally and simply converts local calls to remote calls. Add this to Claude Desktop configuration. Note that you still need to have nodejs and npx installed on your machine: ```json theme={null} "remote ainvest": { "command": "npx", "args": [ "mcp-remote", "https://docsmcp.ainvest.com", "--header", "Authorization: Bearer ${AUTH_TOKEN}" ], "env": { "AUTH_TOKEN": "your token goes here" } } ``` # Getting started Source: https://docs.ainvest.com/docs/quickstart Financial data suite built by finance people for engineers. Simple steps to try now ## See the data in action If not yet, register an account with [Ainvest](https://ainvest.com). When logged in, go to the [Developer center](https://www.ainvest.com/business/widgets/developer-manage/) to create your api keys. No credit card or other payment is required. Our free data plan allows limited amount of api calls per minute and per day, but this is quite enough for development and testing purposes. Go to our [API playground](/reference), paste the key to the Authorization header field to try it directly from the browser. Production base url is [https://openapi.ainvest.com/open](https://openapi.ainvest.com/open) # Analyst ratings Source: https://docs.ainvest.com/reference/analysis-ratings ## Basics An analyst rating is a one-word recommendation given to a stock by a financial analyst, indicating their view on whether the stock is a good buy, sell, or hold. These ratings help investors understand the analyst's perspective on a stock's future performance. Analysts are usually operating with the following or similar categories **strong\_buy**: The analyst believes the stock is undervalued and has potential for significant growth, making it a good investment opportunity.
**buy**: A more positive rating than **hold**, indicating the stock is expected to outperform its benchmark index.
**hold**: Good enough to keep in a portfolio but not worthy of additional investment.
**sell**: A more negative rating than **hold**, suggesting the stock is expected to underperform its benchmark index.
**strong\_sell**: The analyst believes the stock is overvalued and likely to decline in price, suggesting it's best to sell. The SEC and FINRA have rules in place to help make sure there is objectivity and transparency in research reports. Any recommendations, ratings, or price targets in reports must have a reasonable basis. Ratings should reflect research outcomes and be based on facts, independent of any conflicts of interest that the firm or its employees may have. ## Examples With this data, you can create data widgets. You can also analyze the data to drill further down to firms and dates of their research reports. Another good approach is to connect it to an LLM for further analysis. # Average rating Source: https://docs.ainvest.com/reference/analysis-ratings/consensus reference/analysis-ratings/analysis-ratings.yaml GET /analysis-ratings/consensus Get current rating and target price averaged across all analysts opinions ```json Response example for AAPL theme={null} "data": { "analysts_ratings": { "count": 50, "buy": 32, "hold": 14, "sell": 4, "average_rating": "Buy" }, "target_price": { "count": 16, "high": 300.0, "average": 226.97625, "low": 170.0 } } ``` # All ratings Source: https://docs.ainvest.com/reference/analysis-ratings/history reference/analysis-ratings/analysis-ratings.yaml GET /analysis-ratings/history Get all ratings along with target prices, firm names and dates of the research publication ```json Response example for AAPL theme={null} "data": { "data": [ { "date": "2025-06-26", "firm": "JP Morgan", "action": "Maintained", "rating_previous": null, "rating": "Overweight", "target_price_previous": 240.0, "price_target": 230.0 }, { "date": "2025-06-10", "firm": "Needham", "action": "Maintained", "rating_previous": null, "rating": "Hold", "target_price_previous": null, "price_target": null }, { "date": "2025-06-10", "firm": "B of A Securities", "action": "Maintained", "rating_previous": null, "rating": "Buy", "target_price_previous": null, "price_target": 235.0 } ] } ``` # Splits calendar Source: https://docs.ainvest.com/reference/calendar/corporateactions reference/calendar/calendar.yaml GET /calendar/corporateactions Get corporate actions (stock splits and reverse splits) on the specified date. # Dividends calendar Source: https://docs.ainvest.com/reference/calendar/dividends reference/calendar/calendar.yaml GET /calendar/dividends Get dividends on the specified ex-date. Both historical or upcoming dividends can be retrieved. Asking Claude about dividends income using Ainvest MCP server # Earnings calendar Source: https://docs.ainvest.com/reference/calendar/earnings reference/calendar/calendar.yaml GET /calendar/earnings Get earnings announcements on the specified date For more info including corresponding SEC forms and investor call transcripts, please refer to [earnings by ticker](/reference/securities/stock-earnings) API endpoint. An earnings report is a company's official statement showing how much money they made (or lost) during the previous quarter. Securities and Exchange Commission (SEC) requires all public companies to file Form 10-Q for each of the first three quarters of the company's fiscal year. At the last quarter of a fiscal year the quarterly report is not published, the annual Form 10-K must be filed instead. This report, unlike the quarterly one, is audited by an independent audit firm and tends to have more details. The exact filing dates depend on organization's fiscal year. ### The two numbers that matter most Earnings reports matter because they're the closest thing to financial truth in the stock market. **Earnings Per Share (EPS)**: This is the company's total profit divided by the number of shares outstanding. If a company earned \$100 million and has 50 million shares, that's \$2 per share. EPS tells you how profitable the company is. **Revenue**: This is the total amount of money flowing into the company before expenses. Revenue shows whether the business is growing, shrinking, or staying flat. A company might have great revenue but poor profits, or they might have lower revenue but excellent profit margins. Here's where it gets interesting for traders. Before each earnings report, analysts make predictions about what they think the EPS and revenue will be. These are called "estimates" or "expectations". Beat expectations? Stock often jumps up. Miss expectations? Stock often goes down. Sometimes even good news sends stocks down if investors were expecting *great* news. There are multiple strategies that can help making a decision, one of them is [testing on historical data](/reference/calendar/earnings-backtesting). # Earnings backtesting Source: https://docs.ainvest.com/reference/calendar/earnings-backtesting reference/calendar/calendar.yaml GET /calendar/earnings/backtesting Get earnings backtesting results Earnings reports are anticipated by analysts and traders because they reveal the hard numbers on a company's wellbeing. After the report is published, traders expect price movements. To help them make a decision, our [Aime the AI](https://www.ainvest.com/chat) does some backtesting analysis by looking back at all previous earnings reports and tracking the stock price after each report. With this data in hand, Aime provides some statistics on how the stock price usually performs after actual earnings beat forecasts. For example, according to Aime's analysis on July 31 2025, the stock price of [CMCSA (Comcast)](https://www.ainvest.com/stocks/NASDAQ-CMCSA) grows within the next 3 days in 80% of cases. In 30 days after the earnings report, the returns tend to stay positive. ```json theme={null} { "data": { "headline": "Backtest CMCSA Earning Beats", "summary": "The backtest shows CMCSA consistently outperforms following earnings beats, with an 80% win rate over three days and sustained positive returns up to 30 days. In contrast, the broader Media Industry exhibits negligible impact from earnings beats, suggesting company-specific factors drive CMCSA's success. Furthermore, Comcast's earnings beat positively influences the overall market but negatively affects the Healthcare Services sector due to shifting consumer spending. This indicates a sector-specific dynamic where strong telecom earnings can bolster market confidence yet divert attention from healthcare. Investors might benefit from focusing on CMCSA directly while monitoring sector rotations." }, "status_code": 0, "status_msg": "success" } ``` # Economic events calendar Source: https://docs.ainvest.com/reference/calendar/economics reference/calendar/calendar.yaml GET /calendar/economics Get economic events (e.g. GDP releases, employment reports) on the specified date. # IPO calendar Source: https://docs.ainvest.com/reference/calendar/ipo reference/calendar/calendar.yaml GET /calendar/ipo Get Initial Public Offerings (IPO) scheduled on the specified date. Both historical or upcoming IPOs can be retrieved. IPOs (Initial Public Offerings) are how private companies first sell shares to the public and get listed on stock exchanges. A company wanting to go public typically hires investment banks as underwriters. These banks help determine the company's value, prepare regulatory filings (like the S-1 with the SEC), and market the shares to institutional investors. The banks define a range of prices to accept bids from potential investors. This allows underwriters to gauge investor demand. If there's strong interest, they can price at the high end or even above the range. Weak demand might push pricing to the low end or cause a delay. The actual IPO price is set the evening before public trading begins, based on the order book from institutional investors. This "book building" process shows real demand at different price levels, allowing underwriters to optimize both the price and allocation of shares. The goal is to price the IPO so it trades positively on the first day (showing investor confidence) but doesn't leave too much money on the table for the company. # Codes Source: https://docs.ainvest.com/reference/codes Some API endpoints return exchanges as internal codes: | Exchange | Code | | -------- | ---- | | NYSE | 169 | | AMEX | 170 | | CBOE | 171 | | NASDAQ | 185 | # Candles Source: https://docs.ainvest.com/reference/marketdata/candles reference/marketdata/marketdata.yaml GET /marketdata/candles Use this endpoint to get prices as OHLCV (open-high-low-closed-volume) data for specified period, aggregation interval and trading session # Trades Source: https://docs.ainvest.com/reference/marketdata/trades reference/marketdata/marketdata.yaml GET /marketdata/trades Use this endpoint to get `count` trades for a specific stock `ticker`, printed immediately before the `to` timestamp. The trades are ordered by time, ascending. Currently only returns data for current trading day. Access to historical tick data is not implemented yet # Articles Source: https://docs.ainvest.com/reference/news/articles reference/news/news.yaml GET /news/v1/article/page/history Returns latest articles ordered by time latest first, supports pagination and filtering options. # Articles content Source: https://docs.ainvest.com/reference/news/articles-content reference/news/news.yaml GET /news/v1/article/info/{content_id} Returns the article content body for a given article ID. For performance reasons, content body is not included in the articles list [page](/reference/news/articles) endpoint. # News wires Source: https://docs.ainvest.com/reference/news/wires reference/news/news.yaml GET /news/v1/wire/page/history Returns latest news wires ordered by time latest first, supports pagination and filtering options. The news wires, or newswire, is a near-realtime aggregated news feed curated by human financial professionals and enhanced by our AI models. * The news are based on public news outlets * Our AI generates and attaches an eye-catching cover image * After that it identifies and tags any trading tickers mentioned in the content * Then it determines the 'importance' of the news and marks accordingly so that API consumers could emphasize it to their end-users The data is pushed very often, many times a minute. The endpoint supports filtering by stock symbol, industry or category. For performance reasons, this endpoint does not expose content body, please use [info](/reference/news/wires-content) to get the content by id # Wire content Source: https://docs.ainvest.com/reference/news/wires-content reference/news/news.yaml GET /news/v1/wire/info/{content_id} Returns the news content body for a given news ID. For performance reasons, content body is not included in the news headline [page](/reference/news/wires) endpoint. # US Congress trades Source: https://docs.ainvest.com/reference/ownership/congress reference/ownership/ownership.yaml GET /ownership/congress Get trades by US politicians, including date, type of trade, approximate dollar value Since 2012, the Stop Trading on Congressional Knowledge (STOCK) Act requires certain federal officials, including members of Congress, to publicly disclose their financial transactions over \$1000 in those involving stocks, bonds, and some commodities. This is done through the Periodic Transaction Report (OGE Form 278-T), which must be filed within 30 days of notification of the transaction, but no later than 45 days after the transaction. Political figures on Capitol Hill often have access to information that could influence market movements before it becomes public. By following their trades through this API, you can: * Monitor when senators purchase stocks in sectors before favorable legislation * Identify House of Representatives members' trading patterns around regulatory announcements * Analyze timing between committee hearings and politician stock transactions * Identify politicians with consistently late filings (beyond the 45-day requirement) # Insider trades Source: https://docs.ainvest.com/reference/ownership/insider reference/ownership/ownership.yaml GET /ownership/insider Get insider trades as filed with SEC, including date, type of trade, number of shares and price The federal securities laws require certain individuals (such as officers, directors, and those that hold more than 10% of any class of a company’s securities) to report purchases, sales, and holdings of their company’s securities by filing Forms 3, 4, and 5. When a person becomes an insider (for example, when they are hired as an officer or director), they must file a Form 3 to initially disclose his or her ownership of the company’s securities. Form 3 must be filed within 10 days after the person becomes an insider. In most cases, when an insider executes a transaction, he or she must file a Form 4. With this form filing, the public is made aware of the insider’s various transactions in company securities, including the amount purchased or sold and the price per share. Form 4 must be filed within two business days following the transaction date. Transactions in a company’s common stock as well as derivative securities, such as options, warrants, and convertible securities, are reported on the form. A Form 5 is generally due to the SEC no later than 45 days after the company’s fiscal year ends and is only required from an insider when at least one transaction, because of an exemption or failure to earlier report, was not reported during the year. For example, some transactions, such as certain purchases by an insider of less than \$10,000 in a six-month period, don’t have to be reported on Form 4 when they occur but do have to be reported on Form 5. This information is public, we collect the filed forms, parse them and expose as nicely structured json here. # ETF holdings Source: https://docs.ainvest.com/reference/securities/etf-holdings reference/securities/securities.yaml GET /securities/etf/holdings Get a list of holdings in an ETF. Also provides history of changes for known dates. Currently returns data for top 10 holdings only # ETF profile Source: https://docs.ainvest.com/reference/securities/etf-profile reference/securities/securities.yaml GET /securities/etf/profile Get general information about an ETF, including its name, industry, aum, fee rates, dividend rates and other details. # Securities search Source: https://docs.ainvest.com/reference/securities/search reference/securities/securities.yaml GET /securities/search Search for US stocks by ticker symbol or company name. Returns a list of matching securities ordered by relevance. ```json Response example for ?query=Bank of America theme={null} { "data": { "data": [ { "ticker": "BAC", "name": "Bank Of America", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpN", "name": "Bank Of America Pref LL ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BMLpJ", "name": "Bank Of America Pref 4 ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpB", "name": "Bank Of America Pref GG ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpQ", "name": "Bank Of America Pref QQ ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BMLpG", "name": "Bank Of America Pref 1 ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpO", "name": "Bank Of America Pref NN ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpL", "name": "Bank Of America Pref L", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpP", "name": "Bank Of America Pref PP ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpS", "name": "Bank Of America Pref SS ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BMLpL", "name": "Bank Of America Pref 5 ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpM", "name": "Bank Of America Pref KK ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpE", "name": "Bank Of America Pref E ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BMLpH", "name": "Bank Of America Pref 2 ADR", "security_tag": "stock", "exchange": "NYSE" }, { "ticker": "BACpK", "name": "Bank Of America Pref HH ADR", "security_tag": "stock", "exchange": "NYSE" } ] }, "status_code": 0, "status_msg": "success" } ``` # Stock dividends Source: https://docs.ainvest.com/reference/securities/stock-dividends reference/securities/securities.yaml GET /securities/stock/financials/dividends Get dividends for a specified stock ETFs are not supported yet # Stock earning reports Source: https://docs.ainvest.com/reference/securities/stock-earnings reference/securities/securities.yaml GET /securities/stock/financials/earnings Get earnings reports for a specified stock, including revenue, earnings per share, and links to relevant SEC documents and investor call recordings. # Company financials Source: https://docs.ainvest.com/reference/securities/stock-financials reference/securities/securities.yaml GET /securities/stock/financials Get financial metrics of a stock, including earnings per share, net profit, operating income, etc. # Stock financial statements Source: https://docs.ainvest.com/reference/securities/stock-statements reference/securities/securities.yaml GET /securities/stock/financials/statements Get financial statements for a specified stock, including income statements, balance sheet, and cash flow statements. This API provides income statements, balance sheets, and cashflow statements. The data points are presented as name value pairs. The names are consistent across all items. Not all reports have the same data points, in this case the name still presents in the array but the value is null. ### Income statements | line | | ------------------------------------------------------------------------ | | 1. Revenue | | --- 2. Sales and Services Revenue | | --- 3. Financing Services Revenue | | --- 4. Other Revenue | | 5. Cost of Revenue | | --- 6. Cost of Goods and Services | | --- 7. Cost of Financing Services | | --- 8. Other Cost | | 9. Gross Profit | | 10. Other Operating Income | | 11. Operating Expenses | | --- 12. Selling, General and Administrative Expenses | | ------ 13. Selling and Marketing Expenses | | ------ 14. General and Administrative Expenses | | --- 15. Research and Development Expenses | | --- 16. Loss on Bad Debts | | --- 17. Loss on Impairment of Other Assets | | --- 18. Loss on Disposal of Assets | | --- 19. Other Operating Expenses | | 20. Operating Income | | 21. Non-Operating Income (Loss) | | --- 22. Income (Loss) from Affiliates | | ------ 23. Income (Loss) from Associates | | ------ 24. Income (Loss) from Joint ventures | | --- 25. Gain (Loss) on Other Investment | | --- 26. Gain (Loss) on Change in Fair Value | | --- 27. Gain (Loss) on Foreign Currency Exchange | | --- 28. Other Non-Operating Income (Loss) | | --- 29. Net Interest Expense | | ------ 30. Interest Expense | | ------ 31. Interest Income | | 32. Pretax Income From Continuing Operations | | 33. Income Tax Expense | | --- 34. Current Income Tax | | --- 35. Deferred Income Tax | | --- 36. Income Tax Adjustments | | 37. Net Income from Continuing Operations | | 38. Income from Discontinued Operations | | 39. Other Items Before Net Income | | 40. Net Income | | --- 41. Net Income Attributable to Minority Interests | | --- 42. Net Income Attributable to Owners of the Company | | ------ 43. Preferred Stock Dividends | | ------ 44. Other Adjustments | | ------ 45. Net Income Attributable to Common Stockholders | | 46. Other Comprehensive Income | | 47. Total Comprehensive Income | | --- 48. Total Comprehensive Income Attributable to Minority Interests | | --- 49. Total Comprehensive Income Attributable to Owners of the Company | | 50. Basic EPS | | --- 51. Basic EPS from Continuing Operations | | --- 52. Basic EPS from Discontinued Operations | | 53. Diluted EPS | | --- 54. Diluted EPS from Continuing Operations | | --- 55. Diluted EPS from Discontinued Operations | ### Cashflow statements | line | | ---------------------------------------------------------------------------------- | | 1. Net Cash Flows from Operating Activities | | --- 2. Net Income | | --- 3. Depreciation and Amortization | | --- 4. Stock-based Compensation | | --- 5. Deferred Taxs | | --- 6. Interest Income(expense) | | --- 7. Impairment of Assets | | --- 8. Change in Working Capital | | ------ 9. Change in Accounts Receivable | | ------ 10. Change in Inventories | | ------ 11. Change in Accounts Payable | | ------ 12. Change in Prepaid Expenses | | ------ 13. Change in Contract liabilities | | ------ 14. Change in Deferred Revenue | | ------ 15. Change in Other Working Capital | | --- 16. Other Non-cash Adjustments | | --- 17. Net Cash from Discontinued Operating Activities | | 18. Net Cash Flows from Investing Activities | | --- 19. Change in PPE and Intangible Assets | | ------ 20. Disposal of PPE and Intangible Assets | | ------ 21. Purchase of PPE and Intangible Assets | | --- 22. Change in Investments | | ------ 23. Decrease in Investments | | ------ 24. Increase in Investments | | --- 25. Change in long-term Equity Investments | | ------ 26. Change in Associates and Joint Ventures | | ------ 27. Change in Subsidiaries | | --- 28. Dividends Received | | --- 29. Interest Received | | --- 30. Other Investing Activities | | --- 31. Net Cash from Discontinued Investing Activities | | 32. Net Cash Flows from Financing Activities | | --- 33. Dividends Paid | | --- 34. Change in Debt | | ------ 35. Issuance of Short-term Debt | | ------ 36. Repayment of Short-term Debt | | ------ 37. Issuance of long-term Debt | | ------ 38. Repayment of long-term Debt | | --- 39. Change in Capital Stock | | ------ 40. Increase in Capital Stock | | ------ 41. Decrease in Capital Stock | | --- 42. Interest Paid | | --- 43. Other Financing Activities | | --- 44. Net Cash from Discontinued Financing Activities | | --- 45. Effect of Foreign Exchange Rate Changes | | --- 46. Other Accounts Affecting Net Increase in Cash and Cash Equivalents | | 47. Net Increase in Cash and Cash Equivalents | | 48. Cash and Cash Equivalents at Beginning of Period | | --- 59. Other Accounts that Affect the Ending Balance of Cash and Cash Equivalents | | 50. Cash and Cash Equivalents at End of Period | ### Balance sheets | line | | -------------------------------------------------------- | | 1. Total Assets | | 2. Total Current Assets | | --- 3. Cash, Cash Equivalents and Short-term Investments | | ------ 4. Cash and Cash Equivalents | | ------ 5. Short-term Investments | | --- 6. Restricted Deposits and Cash | | --- 7. Receivables | | ------ 8. Accounts and Notes Receivable | | ------ 9. Income Taxes Receivable | | ------ 10. Other Receivables | | ------ 11. Amounts Due from Related Parties | | --- 12. Inventories | | ------ 13. Raw Materials | | ------ 14. Work in Process | | ------ 15. Finished Goods | | ------ 16. Other Inventory | | --- 17. Derivative Financial Assets(current) | | --- 18. Prepaid Expenses(current) | | --- 19. Assets Held for Sale | | --- 20. Contract Assets(current) | | --- 21. Other Current Assets | | 22. Total Non-current Assets | | --- 23. Property, Plant and Equipment, Net | | ------ 24. Gross Property, Plant and Equipment | | ------ 25. Accumulated Depreciation | | --- 26. Long-term Investments and Receivables | | ------ 27. Long-term Investments | | ------ 28. Long-term Receivables | | --- 29. Goodwill and Intangible Assets | | ------ 30. Goodwill | | ------ 31. Intangible Assets | | --- 32. Investment Properties | | --- 33. Derivative Financial Assets(non-current) | | --- 34. Prepaid Expenses(non-current) | | --- 35. Prepaid Pension Costs | | --- 36. Contract Assets(non-current) | | --- 37. Deferred Tax Assets | | --- 38. Investments in Affiliates | | ------ 39. Investments in Associates | | ------ 40. Investments in Joint Ventures | | --- 41. Other Non-current Assets | | 42. Total liabilities | | 43. Total Current Liabilities | | --- 44. Short-term Debt | | ------ 45. Short-term Borrowings | | ------ 46. Short-term Lease Liabilities | | ------ 47. Current Portion of Long-term Debt | | --- 48. Amounts Due to Related Parties | | ------ 49. Accounts and Notes Payable | | ------ 50. Income taxes payable | | ------ 51. Interest and Dividends Payable | | ------ 52. Other Payables and Accruals | | ------ 53. Amounts Due to Related Parties | | --- 54. Derivative Financial Liabilities(current) | | --- 55. Liabilities Held for Sale | | --- 56. Advances from customers(current) | | --- 57. Deferred Revenue(current) | | --- 58. Contract Liabilities(current) | | --- 59. Other Current Liabilities | | 60. Total Non-current Liabilities | | --- 61. Long-term debt | | ------ 62. Long-term borrowings | | ------ 63. Long-term Lease Liabilities | | --- 64. Accrued Liabilities | | --- 65. Pension Liabilities | | ------ 66. Pensions | | ------ 67. Other Post-ret Benefits | | --- 68. Deferred Compensation | | --- 69. Derivative Financial Liabilities(non-current) | | --- 70. Deferred Tax Liabilities | | --- 71. Advances from customers(non-current) | | --- 72. Deferred Revenue(non-current) | | --- 73. Contract Liabilities(non-current) | | --- 74. Other Non-current Liabilities | | 75. Total Equity | | --- 76. Equity Attributable to Minority Interests | | 77. Equity Attributable to Owners of the Company | | --- 78. Preferred Equity | | --- 79. Hybrid Capital | | --- 80. Equity Attributable to Common Stockholders | | ------ 81. Common Stock | | ------ 82. Additional Paid in Capital | | ------ 83. Retained Earnings | | ------ 84. Treasury Stock | | ------ 85. Accumulated Other Comprehensive Income | | ------ 86. Other Equity of Common Stockholders | | 87. Total Liabilities and Equity | # Automation Source: https://docs.ainvest.com/terminal/automations Create recurring market monitors with natural language. Automation turns a plain-language request into a monitor that runs repeatedly. Use it for price and volume conditions, market events, screeners, earnings, and other checks you do not want to repeat manually. ## Create a monitor Open **Automation**, then select **New automation**. You can also start from an example. Write the request in one sentence. Include the symbol, event or threshold, when it should be checked, and what the notification should contain. AInvest interprets the request, plans the trigger conditions, and creates the monitor. Open the monitor to verify its schedule, source, trigger condition, and next run. ## Manage a monitor The Automation page shows monitors being created and those currently running. Open a monitor to view the original request, AI-generated condition, and run history. Use the available controls to run it, edit it, change its settings, or stop it. Each AI run consumes Credits. More frequent monitors can use Credits more quickly. # Changelog Source: https://docs.ainvest.com/terminal/changelog See recent AInvest Terminal releases and open the complete release history. For the latest version, complete release notes, and full release history, visit the [AInvest Terminal changelog](https://www.ainvest.com/terminal/changelog/). # Chat Source: https://docs.ainvest.com/terminal/chat Ask questions, choose how AInvest should work, and organize related conversations. Chat is the main place to ask AInvest for market research, company analysis, comparisons, summaries, and follow-up work. ## Start a conversation Select **New chat** from the sidebar. Include the ticker or market, the relevant time period, and the question you want answered. Add supporting context when needed. Select an available AIME model and adjust the reasoning level from faster to smarter. Follow the working status, then check the answer, sources, and timestamps. Ask a follow-up question to refine the result. ## Use the composer From the composer, you can add context, use voice input, choose a project, select a model, and adjust the reasoning level. Check the permission mode before sending requests that may use connected tools or data. You can stop a response while it is running. ## Home market overview The Chat start screen provides a quick view of major indices, the global market heatmap, U.S. sectors, active stocks, and current news. Use it to identify a topic, then ask AInvest to investigate it in a new conversation. ## Projects and conversations Use projects to keep conversations about the same company, strategy, or research goal together. Continue a recent conversation from the sidebar, or archive chats you no longer need from **Settings > Archived chats**. Chat messages and any AI tools used during the conversation consume Credits. # Credits and Rewards Source: https://docs.ainvest.com/terminal/credits Understand Credits, check usage, and earn or add more. Credits are the usage balance for AI features in AInvest Terminal. Chat and any other action that calls AI consume Credits, including AI work in Trading Studio, Automation, and Extensions. ## Check your Credits Open the account menu, then select **Usage**. The Usage page shows your current balance, Credits used during the selected period, individual Credit grants or packs, and their expiration dates when applicable. You can switch between 7, 30, and 90-day views. ## Earn Credits in Rewards Open **Rewards** in the lower-left corner to see the tasks available to your account. * Invite friends with your personal link or invitation code. * Earn additional rewards when invited friends register, sign in to AInvest Terminal, or complete a qualifying purchase. * Unlock milestone rewards by inviting the required number of friends. * Share content you created with AInvest on an eligible social platform, then submit the post link for verification. * Complete available social-channel tasks and claim the reward. Open Rewards and review its requirements and current reward. Follow the task action, such as copying an invitation link, following a channel, or publishing a post. Provide verification when requested. Claim the Credits when the task becomes eligible. ## Add more Credits Select **Credit Booster Packs** or **Upgrade** from the account menu to view the options currently available to your account. Booster packs add Credits without changing how you use Terminal. Tasks, eligibility rules, reward amounts, prices, and expiration terms can change. Always follow the current details shown in Terminal. # Extensions Source: https://docs.ainvest.com/terminal/extensions Manage plugins, specialized skills, and MCP connections. Extensions expand what AInvest can do. Open **Extensions** from the sidebar to manage three types of capabilities. | Type | What it adds | | ------- | ---------------------------------------------------------------------------------------------------------- | | Plugins | Product workflows such as Automation, Browser Use, and Trading Studio | | Skills | Specialized instructions for financial research, screening, portfolio analysis, planning, and web research | | MCP | Connections to external tools and data sources | ## Manage extensions Switch between **Plugins**, **Skills**, and **MCP** at the top of the page. Search by name or description and use the category filter when available. A checkmark identifies an installed item. Use **Add** to install an available extension. For MCP, select **Add server** and enter the connection details provided by the service. Describe your task in Chat or the relevant workspace. AInvest can use the installed capability when it matches your request. Only connect services you trust, and review the access they receive. AI work performed through extensions consumes Credits. # AInvest Terminal Source: https://docs.ainvest.com/terminal/overview Learn the core workflows in AInvest's desktop AI investing workspace. AInvest Terminal combines AI conversations, financial research, live market workspaces, and recurring monitoring in one desktop app. ## Choose a workflow Ask market questions, analyze ideas, and continue related work in projects. Build a multi-panel financial workspace with AI and market components. Manage plugins, financial skills, and MCP connections. Create monitors that run repeatedly and notify you when conditions are met. ## Get started Name the company, ticker, market, or event, then describe the result you need. Use Chat for analysis, Trading Studio for visual workflows, and Automation for ongoing monitoring. Check sources, timestamps, assumptions, and any proposed action before relying on the output. ## Account and settings Open the account menu in the lower-left corner to manage your profile, view Credit usage, change language or appearance, and sign out. Select **Settings** for model and provider options, investment memory, keyboard shortcuts, Browser use, AI Pet, and archived chats. Investment memory can reuse your investing preferences across Chat and Trading Studio, and can be disabled or reset at any time. AI features use Credits. Open **Usage** to check your current balance, usage, and any expiration dates. # Trading Studio Source: https://docs.ainvest.com/terminal/trading-studio Build and control a multi-panel financial workspace with AI. Trading Studio is an AI financial workstation. Describe what you want to study, and AInvest can assemble the relevant market components on a flexible canvas.