Finviz for your voice agent
Finviz is a market screening and research service with an official API for ELITE subscribers. It helps traders and analysts quickly screen stocks, track market movers, and research tickers.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Finviz and paste it on a secure page in Connected apps.
- What it reads
- 10 actions, such as get Options Chain, get Portfolio and get Stock History.
- What it changes
- 1 actions, such as screen Stocks.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 11. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Finviz actions
Reads 10
- Get Options Chain
- Get Portfolio
- Get Stock History
- List Calendar
- List Market Groups
- List Insider Transactions
- List Investor Holdings
- List Investors
- List Latest Filings
- List News
Changes 1
- Screen Stocks
Finviz setup
Pasting a Finviz API key
Create an API key in Finviz, choose Finviz in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 11 actions the agent may use. Start with lookups and add the ones that change Finviz when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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