Why Financial Search Matters
Financial search on Valyu provides real-time, authoritative market data that enables:- Investment Research - Access earnings, financial statements, and market trends
- Risk Assessment - Monitor market conditions and regulatory changes
- Portfolio Management - Track holdings and performance metrics
- Compliance Monitoring - Stay updated on regulatory filings and requirements
Key Financial Features
Real-Time Market Data
Live Market Intelligence Access current stock prices, crypto rates,
forex data, and market movers as they happen.
Structured Financial Data
Clean Financial Metrics Get organized earnings data, balance sheets,
income statements, and cash flows.
Regulatory Filings
SEC Documents & Compliance Search through 10-K, 10-Q, 8-K filings and
regulatory announcements.
Market Intelligence
Advanced Analytics Insider transactions, dividend data, and
institutional activity tracking.
Available Financial Datasets
Valyu provides comprehensive financial data through specialized datasets:Market Data
Dataset | Content | Use Case |
---|---|---|
valyu/valyu-stocks-US | Real-time US stock prices (NASDAQ & NYSE) | Live market monitoring |
valyu/valyu-crypto | Cryptocurrency prices for major digital assets | Crypto trading and analysis |
valyu/valyu-forex | Foreign exchange rates and currency data | Currency trading and hedging |
Fundamental Analysis
Dataset | Content | Use Case |
---|---|---|
valyu/valyu-earnings-US | Quarterly and annual earnings data | Performance analysis |
valyu/valyu-statistics-US | Key financial metrics and ratios | Quick company metrics |
valyu/valyu-balance-sheet-US | Complete balance sheet data | Financial health analysis |
valyu/valyu-income-statement-US | Revenue, expenses, profitability metrics | Profitability assessment |
valyu/valyu-cash-flow-US | Operating, investing, financing activities | Liquidity analysis |
valyu/valyu-dividends-US | Historical and projected dividend information | Income investing |
Market Intelligence
Dataset | Content | Use Case |
---|---|---|
valyu/valyu-insider-transactions-US | Executive and institutional trading activity | Sentiment analysis |
valyu/valyu-market-movers-US | Biggest gainers, losers, most active stocks | Market trend identification |
Regulatory & Compliance
Dataset | Content | Use Case |
---|---|---|
valyu/valyu-sec-filings | SEC documents and regulatory filings | Compliance and deep research |
Data Selection Tip: Use structured datasets (earnings, balance sheets) for
financial metrics. Use SEC filings for detailed regulatory context and
qualitative analysis.
Quick Start Examples
Automatic Financial Search (Recommended)
Let Valyu automatically find the best datasets for your financial queries:Real-Time Market Data
Access current market conditions and trading activity:Company Financial Analysis
Get comprehensive financial statements and metrics:Advanced Financial Analysis
Dataset-Specific Search
When you need precise control over data sources:SEC Filings and Regulatory Research
Access detailed regulatory documents with natural language:The default response length is 25000 characters which may be too short for
some full SEC filings. If you want the full filing, set
response_length
to
“max” as in the Python example. Be aware that full filings can go up to
400,000 characters or approximately 100,000 tokens. Retrieve full
filings only if you are confident that the context window supports it.Market News and Analysis
Combine authoritative financial news sources:Use Cases
- Investment research: earnings, KPIs, valuation comps, guidance analysis
- Market monitoring: real-time movers, news, crypto/forex, insider activity
- Portfolio analytics: holdings performance, dividends, risk exposures
- Regulatory & compliance: 10-K/10-Q/8-K, risk factors, SEC updates
- Competitive intelligence: product mentions, partnerships, AI strategy in filings
- Risk assessment: macro sensitivity, sector risks, policy impacts
Use Case Examples
Investment Research
Comprehensive analysis for investment decisions:Portfolio Management
Monitor holdings and market performance:Regulatory Compliance
Stay informed on regulatory changes and requirements:Market Intelligence
Track market trends and opportunities:Data Type Selection Guide
Efficiency Tip: Choose the right dataset for your needs. Structured
datasets provide clean metrics, while SEC filings offer detailed context.
When to Use Structured Datasets
✅ Use structured datasets for:- Quick financial ratios and metrics
- Earnings comparisons across quarters
- Balance sheet analysis
- Cash flow tracking
- Dividend history
When to Use SEC Filings
✅ Use SEC filings for:- Detailed business strategy analysis
- Risk factor assessment
- Management discussion and analysis (MD&A)
- Competitive positioning
- Qualitative business insights
Best Practices
Search Strategy: Start with descriptive prompts and let Valyu
automatically find relevant datasets. Use
included_sources
only when you
need to restrict results to specific data types.Effective Financial Queries
Query Type | Effective Example | Why It Works |
---|---|---|
Earnings Analysis | ”Apple Q4 2024 earnings revenue growth year-over-year” | Specific company, timeframe, and metrics |
Market Trends | ”Stock performance biggest gainers today” | Clear sector focus with current data |
Financial Health | ”Tesla balance sheet debt levels cash position” | Specific financial statement and metrics |
Regulatory Impact | ”Federal Reserve rate hikes impact on banking stocks” | Event context with sector focus |
Strategic Source Selection
For Market Analysis:Research Performance Optimisation
- Descriptive Queries: Use financial terminology to trigger relevant datasets automatically
- Company Specificity: Include company names or ticker symbols for targeted results
- Time Context: Add “latest,” “Q4 2024,” or “recent” for current data
- Metric Focus: Specify financial metrics like “earnings,” “revenue,” or “cash flow”
Limitations and Considerations
- Data Delays: Market data may have standard delays (1-5 minutes for real-time quotes)
- Regional Focus: Structured datasets currently cover US markets (NASDAQ, NYSE)
- Access Levels: Some premium financial content may require institutional subscriptions