# Trellis — Financial Intelligence API

> Structured financial intelligence for autonomous agents.
> Real-time and historical market data, fundamental analysis, analyst consensus,
> smart screening, and event calendars across global equities, ETFs, and funds.

## Authentication

All paid endpoints use the Machine Payments Protocol (MPP).
Send an unauthenticated request to receive a 402 challenge, then pay via Tempo and retry with your credential.
Free endpoints: GET /, GET /health, GET /llms.txt, GET /docs

## Pricing

- Data tier ($0.001): /v1/market/status, /v1/search, /v1/news
- Market tier ($0.005): /v1/quote, /v1/history, /v1/holders, /v1/insiders, /v1/calendar, /v1/sectors, /v1/industries
- Intelligence tier ($0.05): /v1/financials/*, /v1/options, /v1/analysis/*, /v1/screener

## Endpoints

### Market Data

GET /v1/history?symbol={symbol}&period=1mo&interval=1d&start=&end=&prepost=false
  Historical OHLCV price data. Periods: 1d,5d,1mo,3mo,6mo,1y,2y,5y,10y,ytd,max.
  Intervals: 1m,2m,5m,15m,30m,60m,90m,1h,1d,5d,1wk,1mo,3mo.

GET /v1/quote?symbol={symbol}&fast=false
  Current quote and company information. Set fast=true for key metrics only.

GET /v1/options?symbol={symbol}&expiration=
  Option chain — calls, puts, and available expirations.

GET /v1/market/status?market=US
  Market open/close status and session times.

### Financial Intelligence

GET /v1/financials/income?symbol={symbol}&freq=yearly
  Income statement — revenue, net income, operating expenses, margins.
  freq: yearly, quarterly, trailing.

GET /v1/financials/balance-sheet?symbol={symbol}&freq=yearly
  Balance sheet — assets, liabilities, equity, capital structure.
  freq: yearly, quarterly.

GET /v1/financials/cash-flow?symbol={symbol}&freq=yearly
  Cash flow — operating, investing, financing activities.
  freq: yearly, quarterly, trailing.

GET /v1/financials/earnings?symbol={symbol}&freq=yearly
  Historical earnings data.

### Market Intelligence

GET /v1/analysis/price-targets?symbol={symbol}
  Consensus analyst price targets — current, low, high, mean, median.

GET /v1/analysis/recommendations?symbol={symbol}
  Analyst buy/sell/hold ratings and upgrade/downgrade history.

GET /v1/analysis/estimates?symbol={symbol}
  Consensus earnings and revenue estimates with EPS trends.

GET /v1/analysis/growth?symbol={symbol}
  Growth rate estimates and sustainability metrics.

### Holders & Insiders

GET /v1/holders?symbol={symbol}&type=major
  Shareholder data. type: major, institutional, mutualfund.

GET /v1/insiders?symbol={symbol}&view=transactions
  Insider activity. view: transactions, purchases, roster.

### Discovery & Screening

GET /v1/search?q={query}&max_results=8
  Search instruments by name, symbol, or keyword.

GET /v1/screener?query={predefined}&size=25&sort_field=ticker&sort_asc=false
  Predefined screeners: day_gainers, day_losers, most_actives, most_shorted_stocks,
  undervalued_growth_stocks, undervalued_large_caps, growth_technology_stocks,
  aggressive_small_caps, small_cap_gainers, top_mutual_funds, high_yield_bond,
  portfolio_anchors, conservative_foreign_funds, solid_large_growth_funds,
  solid_midcap_growth_funds.

POST /v1/screener?size=25&sort_field=ticker&sort_asc=false
  Custom screener. Body: {"operator": "AND", "operands": [{"operator": "GT", "operands": ["percentchange", 3]}]}

GET /v1/sectors?key={sector_key}
  Sector overview — top companies, ETFs, mutual funds, industries.
  Keys: technology, healthcare, financial-services, consumer-cyclical, etc.

GET /v1/industries?key={industry_key}
  Industry data — top performing and growth companies.

### Events & Calendar

GET /v1/news?symbol={symbol}&count=10
  Latest news articles.

GET /v1/calendar?symbol={symbol}
  Company-specific earnings calendar and upcoming dates.

GET /v1/calendar?type=earnings&start=&end=&limit=25
  Market-wide calendar. type: earnings, ipo, economic, splits.