QVeris
Finance & Market Data · DataSinking

Financial Report API:
Search and read sections with DataSinking

Filter company reports by ticker, report type and reporting period, then retrieve section headings and Markdown text. Access DataSinking through QVeris to supply source material for AI agent questions, summaries and Financial RAG.

· Created by the QVeris team

A researcher reviewing financial charts and documents at a desk; illustrative scene, not a report sample
Financial reports · Section retrieval
From finding reports to reading the text

Search company filings and retrieve Markdown text.

From financial figures to source evidence

DataSinking financial-report tools are available through QVeris. An AI agent connected to QVeris can locate a company and report, inspect its section headings, and retrieve relevant chapters or the full report. Risk factors, management discussion, accounting policies and notes can then become source material for an answer. Explore the current tools on the DataSinking provider page.

Structured financial data is a direct input for questions about reported figures. Questions about management's explanation of a change require the original narrative. DataSinking supplies report content as Markdown; see its official API documentation for interfaces and content format.

The responsibilities are distinct: QVeris provides tool discovery, connection and invocation; DataSinking returns report information and content; the AI agent chooses what to read, analyzes the material and writes the answer. This guide explains how to try and connect these tools through QVeris, check their pricing, and retrieve and verify report evidence.

Three tools connect reports and sections

For a long annual report, begin by obtaining its document ID, then choose a section. These QVeris tool pages describe the current inputs and responses.

ToolInput and resultAppropriate task
List financial-report metadataFilter by ticker, report type and reporting period to obtain document IDs; content is excluded by defaultIdentify the company, year and report
List report section headingsPass a real document ID to retrieve headingsLocate risk factors, management discussion or notes
Read a report or sectionPass the document ID; section selects a fuzzy-matched heading, while omitting it requests full textRetrieve relevant narrative and tables

If the issuer is unclear, inspect the exchange and stock directory tools on the DataSinking provider page. Obtain IDs from actual responses, and distinguish local stock codes across exchanges.

How to use the DataSinking API through QVeris

QVeris brings DataSinking report search, section listings and content retrieval into one tool discovery and calling workflow. Start with a report question on the website, then connect the same tools to an AI agent or application.

Try a tool on the QVeris website

Choose an endpoint from the DataSinking tool list. Its detail page offers Quick Start, Parameters and Execute: review an example, inspect the inputs, then prepare a call.

  • Use the report metadata tool to locate a report by issuer, type and reporting period.
  • Pass the returned document ID to the section-list tool to inspect actual headings.
  • In the content tool's Execute area, enter id and optionally section. Review the displayed pre-call price, complete sign-in and authorization as prompted, then select Run Call.

The prefilled parameters are examples. Replace the sample ID with the ID returned by your own report search to avoid retrieving a different issuer or period. For a natural-language task, use the Live Demo entry at the end of this article.

Connect the tools to your AI agent

Select Continue setup on the chosen tool page to open QVeris AI setup, then follow the instructions for your AI client. The entry carries the selected tool's public identifier so the capability can be confirmed during setup.

After connecting, ask your agent to find a company's annual report, list its sections and read the management discussion. Have it confirm the current tool, inputs and quote before execution, and base its answer on the returned Markdown. Completing setup does not itself run a report query.

Call from an application through REST or an SDK

Configure credentials using the QVeris REST API documentation. The base URL is https://qveris.ai/api/v1; send the API key in the Authorization: Bearer header and keep it in a server-side environment variable.

StageQVeris operationRole in this workflow
Discover toolsDiscover · POST /searchFind DataSinking capabilities and obtain real tool and search IDs
Inspect a contractInspect · POST /tools/by-idsCheck inputs, examples and billing rules when needed
Check a requestProbe · POST /tools/probeValidate specific parameters and obtain a pre-call quote when needed
Retrieve dataCall · POST /tools/executeRun the selected tool for report metadata, headings or content

For an SDK integration, use the example in the tool page's Quick Start. Carry actual discovered identifiers and valid inputs through report search, section listing and content retrieval. A discovery response is not the financial report itself.

Work through one financial-report question

Start with a bounded task: “What macroeconomic and trade risks did Apple disclose in its fiscal 2025 Form 10-K?” Keep the company, report and evidence target explicit.

Identify the issuer and reporting period

Use the metadata tool with inputs such as symbol=AAPL and doc_type=annual, then verify the title and reporting period. report_period describes the period covered; announcement_time is the disclosure timestamp. For material available as of a particular date, check disclosure time separately.

Success means obtaining a document ID whose issuer, report type and period match the task. If the list is empty, report that no document was found and check the ticker, market and period filters.

Inspect headings before requesting content

Pass the returned ID to the section-list tool, choose a relevant heading from its actual response, and supply it as section to the content tool. The target in this example is Item 1A. Risk Factors. If that heading is absent, inspect the actual structure instead of inventing a successful match.

Parsed headings can contain page numbers, duplicates or separators. Check that the returned Markdown really contains the intended risk discussion. For missing or incorrectly matched sections, revisit the directory and, when appropriate, retrieve the full report within a defined scope. See the report-or-section tool description.

Answer with locatable evidence

For each conclusion, retain the issuer, reporting period, section heading, a brief supporting excerpt and source. For numbers, preserve currency, units and consolidated or segment scope. When calculating ratios, use suitable structured data and record the calculation inputs.

The QVeris REST API documentation explains the integration path: Discover tools, optionally use Inspect for contract details or Probe for parameter validation and a quote, then execute Call. Discovery or successful validation alone does not mean report content has been retrieved.

Where to check DataSinking API tool pricing

Open the Pricing tab on the DataSinking provider page for an overview. On an individual tool page, check Execute → Before this Call for the displayed pre-call price.

When checked on October 16, 2026, all five tools below displayed 1 QVeris credit per call. These are dated public-page prices; check the current quote before use.

DataSinking toolDisplayed price per callWhen to use it
Report metadata search1 credit / callFind report records and real document IDs
Report section listing1 credit / callRetrieve section headings
Full-report or section retrieval1 credit / callRetrieve Markdown content
Exchange directory1 credit / callIdentify the market
Stock directory1 credit / callIdentify the issuer and ticker

Estimate the tool cost of a report-reading task

For “find a report → list sections → read one section,” one call to each of the three tools at the displayed rate gives an estimated tool cost of 3 credits. Reading more sections, looking up the issuer or making additional calls changes that estimate. It excludes any model charges.

The QVeris REST API documentation lists Discover, Inspect and Probe as free; Call follows the selected tool's billing_rule. Probe validates and quotes without executing the provider request. Use post-call Usage records and the credits ledger to confirm the final charge.

QVeris credits and a direct DataSinking subscription are separate billing arrangements. Consult DataSinking's official documentation for direct access rather than treating its prices or allowances as interchangeable with QVeris.

The AAPL case: risk questions need report text

The supplied test report dated October 16, 2026 compared three retrieval paths for AAPL's fiscal 2025 Form 10-K. Each had the same task: extract two substantive risks and their locations, without filling missing risk text from general knowledge.

Retrieval pathContent recorded in the source test reportRole in this risk task
Filing metadataAccession number, reporting period, filing date, form type and primary documentEstablished document identity; did not supply risk text
Structured financial reportFinancial statements, figures and notes; only a cross-reference to Item 1AUseful for calculations and comparisons; this sample lacked the risk chapter
DataSinking section retrievalRisk Factors text, headings and source labelsSupplied evidence for specific risk summaries

The source report identified macroeconomic conditions affecting demand and supply chains, and trade restrictions, tariffs and geopolitical disruption affecting supply, costs and operations. Those themes can be checked against Apple's official 2025 Form 10-K on SEC EDGAR.

This comparison concerns the fit between an input and a task. Structured data remains useful for margins, revenue changes and debt analysis; narrative evidence is needed to explain disclosed risks and management judgments. One sample does not establish that every structured API lacks risk information.

Five-market samples preserve language and context

The source report records the following representative results. They show the same workflow applied to different languages, without establishing complete coverage for every issuer, market or year.

Market and languageRepresentative report in the source recordRetrieved material
United States · EnglishAAPL 2025 Form 10-KRisk factors
Mainland China · Simplified ChineseMoutai 2025 annual and 2026 Q1 reports; CATL 2026 interim reportManagement discussion and quarterly text
Japan · JapaneseToyota fiscal 2026 annual reportNarrative and tables
South Korea · KoreanSamsung Electronics 2025 annual reportManagement analysis and segment tables
Taiwan · Traditional ChineseTSMC 2025 annual reportSignificant accounting policies

Preserve original units, business names and periods when answering across languages. In a segment analysis such as the Korean sample, growth in one division's operating profit must remain distinct from group profit growth or that division's revenue growth. Translation must retain those qualifiers.

The source report records 21 Execute calls returning success=true and five representative paths producing usable text. The UK sample reached report identification and directory exploration only. These are source-reported observations: this editorial adaptation did not rerun the calls or review all raw responses. A successful status is not a content-accuracy score or a coverage guarantee.

Choose full text or a section to fit the question

Long annual reports often benefit from inspecting headings before retrieving a section. A short quarterly report may be more useful in full; metadata can be enough for document screening. The metadata tool also accepts the explicit string with_content="1" to include content; check the potential response size first.

For the same Moutai 2026 Q1 report, the supplied test record compared five response modes:

Response modeLocally serialized business JSONWhen to choose it
Metadata only378 bytesConfirm document identity and reporting period
Section headings383 bytesDetermine what to read
Selected section24,619 bytesRetrieve the part needed for the question
Full report24,974 bytesPreserve complete context for a short report
Metadata with content24,463 bytesRetrieve identity and content within a bounded report selection

These are UTF-8 sizes after local JSON serialization in the source test report, not token counts or compressed network traffic. The selected section covered almost the entire short report, so its size was close to the full response. This does not establish a fixed token-saving percentage.

Large responses may also encounter platform truncation. Check completeness before answering and follow the current tool's full-response retrieval mechanism when needed. Treat a truncated response as partial evidence.

Turn sections into Financial RAG evidence

Retrieved text is an intermediate result. The following evidence record is a recommended output design, not a promise that DataSinking returns these exact API field names.

Evidence recordWhat to retainError it helps prevent
Issuer identityCompany name, ticker and exchangeConfusing similar names or market codes
Document identityActual ID, title and report typeCiting another report or revision
TimeReporting period, disclosure time and retrieval timeMixing periods, publication dates or as-of dates
Source locationSection, relevant subheading and short excerptConclusions that cannot be traced to text
Numeric contextCurrency, unit, group or segment scope and original periodMisapplied units or segment growth rates
Source and completenessProvider attribution, verified original URL and missing/truncated statusOverconfident answers from incomplete inputs

A source label and document ID help verification but do not automatically constitute a regulator's original URL. If the response lacks an official link, locate and verify one separately; otherwise mark that check as pending. Distinguish reported facts, calculations and inference, and preserve gaps when evidence is insufficient.

For retrieval, citations and numeric validation, continue to the Financial RAG guide. To integrate filing evidence into a wider research process, see AI agents for financial research.

Frequently asked questions

Do DataSinking tools replace structured financial APIs?

The inputs support different tasks. Structured data supports extraction, calculation and comparison; report text supplies risks, management explanations and accounting context. An agent can combine them after checking issuer, period and accounting scope.

Can every overseas report be read using a standard section name?

Do not assume identical headings. Languages, document structures and parsing results vary. Inspect the actual directory and matched text; adjust the reading scope and record anomalies when headings are duplicated, missing or merely page numbers.

Does calling through QVeris have the same pricing as connecting directly to DataSinking?

Do not equate the two. Through QVeris, inspect the current tool billing rule and use Probe when a request-specific quote is needed. Direct provider keys, quotas and plans are governed by DataSinking's documentation. This guide promises neither free execution nor a fixed price.

Does this article establish accuracy across all markets or fixed response times?

No. The market cases and response sizes come from representative tests in the supplied source report. This adaptation rechecked public tool descriptions, relevant references and links, without rerunning the test suite. The cases establish neither an SLA, full-corpus accuracy nor a fixed saving rate.

Build a risk-evidence brief in Live Demo

Start with Apple's fiscal 2025 Form 10-K. Identify the report, inspect its sections, and produce two risk summaries with sources and locations. Live Demo prefills the task in Playground; review the current tools, access conditions and billing prompts before choosing to run it.