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TASK PATH

Financial Data Selection: From Research Question to Validated Dataset

Start with the decision you need to support: a price chart, an explanation of a company result, or an event brief. These require different evidence. This guide connects existing selection guides to a small validation workflow; it does not rank every provider or promise free real-time access.

Choose your next step

  1. Compare quote and price sources

    Start here when choosing a source. Fix the exchange, instrument identifiers, currency, delay tolerance and redistribution needs before comparing quotas.

  2. Validate a daily price series

    For a chart or backtest, inspect trading dates, timezone, split/dividend adjustment and missing sessions. A recent quote alone cannot validate a historical series.

  3. Explain a company result

    Use statements for revenue and balance-sheet questions. Keep filing date, reporting period, units and restatements separate from price timestamps.

  4. Build a source-linked event brief

    Use news when the task is what changed and when. Deduplicate stories, retain publisher links and distinguish publication time from event time.

Inspect the available services

  • Alpha Vantage

    Inspect the current tool list for a price or indicator workload; the listing does not establish entitlement, freshness or a successful call.

  • Financial Modeling Prep

    Inspect available statement fields against the reporting-period and units requirements of your company-research task.

Define a verifiable first result

Write a one-symbol, one-period acceptance sheet before connecting: required fields, source URL, observation time, currency, units, acceptable delay and missing-data behavior. Compare returned values to an independent source for that same period. Record an empty response or quota error as a failure to validate, not a zero financial value.

Check current access conditions, coverage, licensing, rate limits and charges in the provider/tool details before execution. No provider call was performed to validate this navigation page.

Current MCP setup documentation · Product documentation

Financial Data Selection: From Research Question to Validated Dataset | QVeris Guides