Finance Search Guide

Use Valyu DeepSearch API for financial search and analysis

Search real-time market data, earnings reports, SEC filings, and regulatory updates. Valyu gives you structured financial data through a single API.

What You Can Do

• 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

Features

Real-Time Market Data

Current stock prices, crypto rates, forex data, and market movers.

Structured Financial Data

Earnings data, balance sheets, income statements, and cash flows.

Regulatory Filings

SEC 10-K, 10-Q, 8-K filings and regulatory announcements.

Market Intelligence

Insider transactions, dividend data, and institutional activity.

Available Datasets

Market Data

Dataset	Content	Use Case
valyu/valyu-stocks	Real-time global stock prices	Live market monitoring
valyu/valyu-crypto	Cryptocurrency prices	Crypto trading and analysis
valyu/valyu-forex	Foreign exchange rates	Currency trading and hedging
valyu/valyu-etfs	ETF prices and data	ETF trading and analysis
valyu/valyu-funds	Mutual fund prices	Fund research and tracking
valyu/valyu-commodities	Commodity futures prices	Commodity trading

Fundamental Analysis

Dataset	Content	Use Case
valyu/valyu-earnings-US	Quarterly and annual earnings	Performance analysis
valyu/valyu-statistics-US	Key financial metrics and ratios	Quick company metrics
valyu/valyu-balance-sheet-US	Balance sheet data	Financial health analysis
valyu/valyu-income-statement-US	Revenue, expenses, profitability	Profitability assessment
valyu/valyu-cash-flow-US	Cash flow activities	Liquidity analysis
valyu/valyu-dividends-US	Dividend information	Income investing

Market Intelligence

Dataset	Content	Use Case
valyu/valyu-insider-transactions-US	Executive and institutional trading	Sentiment analysis
valyu/valyu-market-movers-US	Biggest gainers, losers, most active	Trend identification

Regulatory

Dataset	Content	Use Case
valyu/valyu-sec-filings	SEC documents and regulatory filings	Compliance and deep research

Economic Data

Dataset	Content	Use Case
valyu/valyu-destatis-labour	German labour market statistics	German economic research
valyu/valyu-fred	Federal Reserve data (interest rates, GDP, inflation)	US economic analysis
valyu/valyu-bls	Bureau of Labor Statistics data	US labour market and inflation
valyu/valyu-worldbank-indicators	World Bank development indicators	Global economic research
valyu/valyu-usaspending	US federal spending data	Government spending analysis

Use structured datasets (earnings, balance sheets) for metrics. Use SEC filings for detailed context and qualitative analysis.

Quick Start

Basic Search

Let Valyu find the right datasets automatically:

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

response = valyu.search(
    "Apple's latest quarterly earnings and revenue growth trends"
)

print(response)

Real-Time Market Data

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "today's biggest stock gainers and notable insider trading activity"
)

# Crypto and forex
crypto_response = valyu.search(
    "Bitcoin price trends this week and current EUR/USD exchange rate"
)

Company Analysis

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "Tesla's latest income statement and cash flow analysis Q4 2024"
)

performance = valyu.search(
    "Microsoft stock price performance and recent quarterly results"
)

Advanced Usage

Target Specific Datasets

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

# Just earnings data
earnings_only = valyu.search(
    "Tesla quarterly earnings",
    included_sources=["valyu/valyu-earnings-US"]
)

# Multiple financial datasets
comprehensive = valyu.search(
    "Microsoft financial performance analysis",
    included_sources=[
        "valyu/valyu-income-statement-US",
        "valyu/valyu-balance-sheet-US",
        "valyu/valyu-cash-flow-US"
    ]
)

SEC Filings

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

# Annual report
annual_report = valyu.search(
    "show me Tesla's annual report business strategy section",
    response_length="max"  # Full filing
)

# Risk factors
risk_factors = valyu.search(
    "get Apple's risk factors from their latest 10-K filing"
)

# AI strategy mentions
competition = valyu.search(
    "find mentions of AI strategy in Microsoft's 2024 SEC filings"
)

Default response length is 25,000 characters. Full filings can be up to 400,000 characters (~100,000 tokens). Set response_length="max" only if your context window supports it.

Financial News

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "Federal Reserve interest rate policy impact on banking sector",
    included_sources=[
        "bloomberg.com",
        "reuters.com",
        "wsj.com",
        "federalreserve.gov"
    ]
)

Common 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 filings, risk factors, SEC updates
• Competitive intelligence: Product mentions, partnerships, strategy in filings
• Risk assessment: Macro sensitivity, sector risks, policy impacts

Examples

Investment Research

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")
response = valyu.search(
    "NVIDIA financial performance GPU market share competitive position 2024",
    max_num_results=15
)

analyst_view = valyu.search(
    "NVIDIA stock analyst ratings price targets Q4 2024",
    included_sources=[
        "bloomberg.com",
        "reuters.com",
        "marketwatch.com"
    ]
)

Portfolio Management

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

portfolio_earnings = valyu.search(
    "Apple Microsoft Tesla quarterly earnings results 2024"
)

dividend_stocks = valyu.search(
    "high dividend yield stocks quarterly payments 2024",
    included_sources=["valyu/valyu-dividends-US"]
)

Regulatory Compliance

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

reg_updates = valyu.search(
    "SEC cryptocurrency regulation banking industry impact 2024",
    included_sources=[
        "sec.gov",
        "federalreserve.gov",
        "reuters.com/business"
    ]
)

compliance = valyu.search(
    "new ESG reporting requirements public companies 2024"
)

Market Intelligence

Python

from valyu import Valyu

valyu = Valyu("your-api-key-here")

sector_analysis = valyu.search(
    "renewable energy sector growth rates market opportunities 2024"
)

insider_activity = valyu.search(
    "technology sector insider buying activity large transactions",
    included_sources=["valyu/valyu-insider-transactions-US"]
)

Choosing the Right Dataset

Choose the right dataset for your needs. Structured datasets give you clean metrics; SEC filings provide detailed context.

Structured Datasets

Use for:

• Quick financial ratios and metrics
• Earnings comparisons across quarters
• Balance sheet analysis
• Cash flow tracking
• Dividend history

response = valyu.search(
    "Apple P/E ratio debt-to-equity current ratio",
    included_sources=["valyu/valyu-statistics-US"]
)

SEC Filings

Use for:

• Business strategy analysis
• Risk factor assessment
• Management discussion and analysis
• Competitive positioning
• Qualitative insights

response = valyu.search(
    "Tesla's business strategy and competitive advantages analysis"
)

Best Practices

Start with descriptive prompts and let Valyu find relevant datasets. Use included_sources only when you need specific data types.

Effective Queries

Query Type	Example	Why It Works
Earnings	”Apple Q4 2024 earnings revenue growth year-over-year”	Specific company, timeframe, and metrics
Market Trends	”Stock performance biggest gainers today”	Clear focus with current data
Financial Health	”Tesla balance sheet debt levels cash position”	Specific statement and metrics
Regulatory Impact	”Federal Reserve rate hikes impact on banking stocks”	Event context with sector focus

Source Selection

Market Analysis:

included_sources = [
    "bloomberg.com",
    "reuters.com/business",
    "wsj.com",
    "marketwatch.com"
]

Company Fundamentals:

included_sources = [
    "valyu/valyu-earnings-US",
    "valyu/valyu-statistics-US",
    "valyu/valyu-balance-sheet-US"
]

Regulatory Research:

included_sources = [
    "sec.gov",
    "federalreserve.gov",
    "treasury.gov"
]

Tips

1. Use financial terms to trigger relevant datasets automatically
2. Include company names or tickers for targeted results
3. Add time context (“latest”, “Q4 2024”, “recent”) for current data
4. Specify metrics like “earnings”, “revenue”, or “cash flow”

Limitations

• Data delays: Market data may have 1-5 minute delays
• Regional focus: Some Structured datasets currently cover US markets
• Access levels: Some premium content may require subscriptions