finbardocs

Overview

IntroductionYour accountGetting help

Web

Web appWorkspace basicsSpreadsheetsWriting notesAI-powered researchAnalyzing companiesReports & filingsExtracting dataWatchlistsSupport tickets

Excel

Excel add-inDocument basicsBuilding modelsUpdating modelsAI Research in ExcelReset your add-in

API and MCP

API and MCP overviewUsage and limits

Data concepts

Metrics, series and scopesReporting periodsValues and sources

MCP

Connect an assistantTools and workflows

REST API

API quickstartAuthenticationCompaniesDocumentsDataset catalogueDataset queriesErrors and pagination

Web app

Use the Finbar web app as the main research workspace.


The Finbar web app is the main place to browse companies, open documents, extract data, run AI-assisted research, manage watchlists, and track support requests.

Basics

Learn how to navigate and customize the workspace.

Analyze companies

Get up to speed on thousands of companies worldwide.

Fundamental data

Quickly extract and compare datapoints across millions of financial reports.

AI-powered research

Use AI with fully-integrated data, spreadsheet, charting, and report-writing tools to accelerate your investment research.