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.
| Tool | Input and result | Appropriate task |
|---|---|---|
| List financial-report metadata | Filter by ticker, report type and reporting period to obtain document IDs; content is excluded by default | Identify the company, year and report |
| List report section headings | Pass a real document ID to retrieve headings | Locate risk factors, management discussion or notes |
| Read a report or section | Pass the document ID; section selects a fuzzy-matched heading, while omitting it requests full text | Retrieve 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
idand optionallysection. 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.
| Stage | QVeris operation | Role in this workflow |
|---|---|---|
| Discover tools | Discover · POST /search | Find DataSinking capabilities and obtain real tool and search IDs |
| Inspect a contract | Inspect · POST /tools/by-ids | Check inputs, examples and billing rules when needed |
| Check a request | Probe · POST /tools/probe | Validate specific parameters and obtain a pre-call quote when needed |
| Retrieve data | Call · POST /tools/execute | Run 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 tool | Displayed price per call | When to use it |
|---|---|---|
| Report metadata search | 1 credit / call | Find report records and real document IDs |
| Report section listing | 1 credit / call | Retrieve section headings |
| Full-report or section retrieval | 1 credit / call | Retrieve Markdown content |
| Exchange directory | 1 credit / call | Identify the market |
| Stock directory | 1 credit / call | Identify 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 path | Content recorded in the source test report | Role in this risk task |
|---|---|---|
| Filing metadata | Accession number, reporting period, filing date, form type and primary document | Established document identity; did not supply risk text |
| Structured financial report | Financial statements, figures and notes; only a cross-reference to Item 1A | Useful for calculations and comparisons; this sample lacked the risk chapter |
| DataSinking section retrieval | Risk Factors text, headings and source labels | Supplied 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 language | Representative report in the source record | Retrieved material |
|---|---|---|
| United States · English | AAPL 2025 Form 10-K | Risk factors |
| Mainland China · Simplified Chinese | Moutai 2025 annual and 2026 Q1 reports; CATL 2026 interim report | Management discussion and quarterly text |
| Japan · Japanese | Toyota fiscal 2026 annual report | Narrative and tables |
| South Korea · Korean | Samsung Electronics 2025 annual report | Management analysis and segment tables |
| Taiwan · Traditional Chinese | TSMC 2025 annual report | Significant 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 mode | Locally serialized business JSON | When to choose it |
|---|---|---|
| Metadata only | 378 bytes | Confirm document identity and reporting period |
| Section headings | 383 bytes | Determine what to read |
| Selected section | 24,619 bytes | Retrieve the part needed for the question |
| Full report | 24,974 bytes | Preserve complete context for a short report |
| Metadata with content | 24,463 bytes | Retrieve 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 record | What to retain | Error it helps prevent |
|---|---|---|
| Issuer identity | Company name, ticker and exchange | Confusing similar names or market codes |
| Document identity | Actual ID, title and report type | Citing another report or revision |
| Time | Reporting period, disclosure time and retrieval time | Mixing periods, publication dates or as-of dates |
| Source location | Section, relevant subheading and short excerpt | Conclusions that cannot be traced to text |
| Numeric context | Currency, unit, group or segment scope and original period | Misapplied units or segment growth rates |
| Source and completeness | Provider attribution, verified original URL and missing/truncated status | Overconfident 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.
