Features
Everything is built to work together. That is still the feature.
This page is deliberately more granular than the product pages. It is here so you can see the layer-by-layer inventory, the built-in skill surface, and the parts of the stack that make the whole thing feel coherent instead of accidental.
Layer inventory
The platform, layer by layer.
Start broad, then drill into the skill inventory underneath.
The foundational public-market data layer
Datastream is the substrate. If the substrate is messy, everything above it stays brittle.
Canonical entity graph
Resolve issuers, filers, managers, insiders, funds, and aliases across ticker, CIK, FIGI, ISIN, and CUSIP without rebuilding identity logic in every client.
Filing search that fits agents
Search by ticker, form, accession, date range, and sort order with compact metadata and predictable pagination.
Section and item extraction
Pull the filing slices that matter instead of dragging an entire document through every workflow.
Statements and facts
Use normalized statements, facts, bundles, segmented revenues, and share-float reads with provenance attached.
Ownership and insider reads
Track 13F, insider, beneficial ownership, and ticker-holder workflows from a single data layer.
Fund and governance reads
Pull N-PORT holdings, board composition, and enforcement-event surfaces from the same public contract family.
Historical depth
Keep hot-path reads fast while holding a deeper historical corpus behind the same object model.
Freshness metadata
Every serious downstream system needs to know how fresh the answer is. OMNI makes that explicit.
Parser and provenance metadata
Materialization version, source URLs, accession references, request IDs, and trace references stay close to the payload.
Filing-page traceability
Go from a filing-derived number to the correct filing document and page instead of hand-hunting through PDFs.
Rights-safe market utilities
Market calendars, approved index rosters, and derived public-market utilities live alongside SEC data.
Hosted MCP
The same primitives are exposed to coding agents without forcing a custom wrapper first.
API, SDK, and CLI parity
The platform is built so the docs, reference, SDKs, and programmatic surfaces reinforce each other.
OMNI Agent skill inventory
Every built-in OMNI Agent skill in the current public-safe inventory.
These are the active skills currently shipped in omni-apps. Internal-only implementation details stay out. The workflow surface stays in.
Research skills
Skills that help OMNI Agent build context around one company, one theme, or one peer set quickly.
product
Company Primer
Builds the investor-grade 'what does this company do and why does it matter' memo.
company-primer
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Competitors
Finds direct peers, substitutes, and important adjacent players with a reason for each inclusion.
competitors
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Earnings Preview
Builds a pre-earnings brief around expectations, key KPIs, and what can actually move the story.
earnings-preview
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Earnings Recap
Turns a fresh quarter into a scorecard, a reaction read, and a faster first-pass summary.
earnings-recap
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Estimate Analysis
Pulls consensus expectations, ratings, and target posture so the agent can explain what the market is leaning toward.
estimate-analysis
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Industry Primer
Builds the market-structure and profit-pool context around a sector before the company-level work begins.
industry-primer
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Investment Thesis
Builds a clear bull case, bear case, catalyst map, and risk frame from the same grounded inputs.
investment-thesis
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Deep Research (last30days)
Searches the last month of web, social, and media chatter when fresh outside-the-filing context matters.
last30days
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Multi-Company Analysis
Normalizes a universe and compares several companies without drifting into inconsistent one-offs.
multi-company-analysis
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Read News
Filters the daily news feed down to what matters for a ticker, theme, or watchlist.
read-news
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Upcoming Events
Surfaces the next earnings, dividends, splits, IPOs, and macro events before they surprise the workflow.
upcoming-events
Pulse surfaces
The product surfaces that make the stack feel daily instead of theoretical.
Pulse home
A live market dashboard with global context, mini charts, volatility, ticker tape, and an always-on sense of what changed.
Briefings
Daily written and audio briefings turn the open into something you can actually catch up with.
Portfolio-aware news
The feed starts with what matters to your holdings instead of making you hunt through generic market noise.
Ask Omni
Chat is not isolated from the rest of the product. It can work from the page, the market context, and your history.
Terminal
Jump across markets, holdings, models, factors, live views, TV, and symbol detail without leaving the workspace.
Watchlists and inbox
Keep repeated monitoring loops close at hand and let alerts roll into a single place.
Symbol quick views
Open a ticker and move quickly through company detail, context, and adjacent actions.
Live TV and media
Keep the market in view with Bloomberg, Yahoo Finance, and other streams inside the product.
Desktop and web continuity
The same workspace posture carries across native and browser surfaces.
Source and skill surfaces
The product can expose sources, skills, and workflow power without breaking the day into separate apps.
Embedded attachments and file context
Work with the documents, spreadsheets, and page context already in front of you.
Fast route switching
Markets, briefings, news, chat, and terminal routes are one shortcut away, not seven tabs away.
Datastream contract families
The public contract is wide, but it is organized.
Entities
Canonical issuer, filer, manager, insider, fund, and alias resolution with cleaner identity joins and security identifiers.
Filings
Latest filing reads, historical search, accession retrieval, rendering, and filing-scoped section access.
Sections
Section search and extraction paths built for compact agent workflows and citation-safe research.
Statements
Income statement, balance sheet, cash flow, all-statements bundle, facts, segmented revenues, and share float.
Ownership
Institutional ownership by investor and ticker, 13F reads, historical extracts, and compare workflows.
Events, governance, and funds
Insider trading, beneficial ownership, enforcement events, board composition, N-PORT holdings, and offerings in the same contract family.
Agent workflow classes
The agent is broad because the investor day is broad.
Research loops
Primers, thesis work, competitor mapping, earnings prep, earnings recap, and multi-company analysis.
Modeling loops
DCF, comps, profit and loss projection, three-statement modeling, revenue analysis, and estimate reads.
Market loops
Macro data, treasury, options, factor analysis, market data, and event monitoring.
Ownership loops
SEC filings, ETF holdings, institutional holdings, insider trades, and politician trade reads.
Document loops
PDF, DOCX, spreadsheets, chart prep, workbook verification, and code-assisted spreadsheet work.
Operating loops
Alerts, watchlists, Google Workspace, skill management, and other stack-level support workflows.
Pulse route inventory
The workspace only works if the routes feel close together.
Pulse home
Live market dashboard, watchlist posture, volatility cues, and ticker tape.
Briefings
Written and audio market or portfolio briefings that compress the catch-up loop.
News
Portfolio-aware, company, technology, hard-science, and bolt-on feed views.
Terminal
Markets, macro, models, factors, holdings, live, TV, and symbol routes in one workspace shell.
Chat
Page-aware and portfolio-aware OMNI Agent conversations that stay in context.
Symbol detail
Fast ticker-specific context, quick views, and adjacent actions without losing the rest of the day.
Developer surfaces
The integration paths that keep the platform programmable.
REST API
Use wire-level control when you want exact requests, exact retries, and exact responses.
JavaScript SDK
The native path for web apps, backend services, and TypeScript-heavy teams.
Python SDK
A clean fit for notebooks, research jobs, and data-heavy services.
Go SDK
A lightweight path for typed backend integrations and infra-oriented services.
Rust SDK
For async-heavy or performance-sensitive services that still want the OMNI contract directly.
Hosted MCP
Give coding agents direct access to grounded investor workflows without inventing a glue layer first.
Trust surfaces
The proof layer is part of the product too.
Freshness
Source publish time, API availability, and normalized availability are published as separate trust signals.
Provenance
Responses keep accession references, source URLs, parser lineage, and trace references nearby.
Materialization
Parser version and materialization version remain visible on relevant public-market responses.
Traceability
Filing-derived responses can point back to the source filing and page instead of asking users to reconstruct the chain manually.
Benchmarks
Competitive proof uses structured methodology, dated captures, and plain-language caveats.
Changelog
Shipped changes stay visible so product movement is not hidden behind silent rewrites.
Operations
Health, readiness, diagnostics, and release verification stay documented instead of tribal.
Read the proof
If a claim matters, the supporting page should be close.
Use the docs trust surfaces when you want to inspect benchmark method, freshness posture, changelog history, or the operator-facing runbooks behind the public product story.