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Integrate Finviz with your AI CRM

Finviz provides market screening and research data through its official API for ELITE subscribers.

Explore Triggers and Actions

Get Options Chain

Return the options chain for one ticker, optionally restricted to an expiration date or strike price. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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Get Portfolio

Return an existing Finviz portfolio using a configured portfolio URL or portfolio ID. Explicit fields override values parsed from portfolio_url. The response preserves CSV values as strings and includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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Get Stock History

Return OHLCV price history for one ticker at a selected bar timeframe and history range. Finviz does not support every timeframe and range combination. CSV values, including prices and volume, are preserved as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Calendar

Return economic events, company earnings, or company dividends for an inclusive date range. Select the calendar with calendar_type. Results preserve dynamic CSV columns and string values and include a bounded record prefix plus the matching row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Insider Transactions

Return recent market-wide or ticker-specific insider transactions, filtered to all transactions, purchases, or sales. Results preserve numeric-looking values and SEC links exactly as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Investor Holdings

Return a bounded prefix of one manager's or fund's complete unpaginated holdings export and report its full row count. Select the resource with investor_type and pass its Investor ID or combined slug. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Investors

Return the institutional-manager or fund directory, optionally narrowed by name. Records preserve Investor ID for FINVIZ_LIST_INVESTOR_HOLDINGS. max_records returns a bounded prefix, and Finviz may cap the export itself, so the result is not guaranteed to be an exhaustive directory. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Latest Filings

Return the latest SEC filings for one ticker, optionally filtered by filing category and ordered by filing date, report date, or form. Results preserve all CSV cells, including filing and document links, exactly as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List Market Groups

Return aggregate Finviz market groups for a selected grouping and data view. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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List News

Return market, stock, ETF, or crypto news from Finviz. Stock and ETF feeds can optionally be restricted to one ticker; market and crypto feeds are market-wide. Results use the export's dynamic CSV header and preserve every cell as a string. The response includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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Screen Stocks

Return stocks from a configured Finviz screener URL or explicit screener controls. Explicit fields override values parsed from screener_url. Unknown filter codes may be silently ignored. The response preserves CSV values as strings and includes a bounded record prefix and the full export row count. A truncated response has no continuation page. Requests are paced only within one worker; external callers and multi-worker runners must serialize Finviz requests.

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How the Finviz integration works

The Finviz integration connects your Dench AI CRM directly to Finviz, so agents can read and act on your Finviz data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

11 actions are available for agents to invoke on your behalf. Every call runs through Finviz's own authorization, scoped to the account you connect.

Set up Finviz in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Finviz and click Connect — you'll authorize access through Finviz's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Finviz in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Finviz integration work with Dench?

The Dench Finviz integration connects your AI CRM to Finviz, so AI agents can work with your Finviz data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Finviz via Dench?

The Finviz integration currently exposes 11 actions, including Get Options Chain, Get Portfolio, Get Stock History, List Calendar, List Insider Transactions, and List Investor Holdings. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Finviz to Dench?

No. You connect Finviz from your Dench workspace using Finviz's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Finviz integration secure?

Connections are authorized through Finviz's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Finviz connection from your workspace settings at any time.

Finviz | Dench AI CRM