• DATA
  • RATIOS
  • TRENDS
  • HUMAN

How to analyze company financial health with your AI

Connect IEX Cloud to your AI client to access live market data. Once linked, your agent can pull and compare financial statements for any ticker.

Ask AI about this page

Short answer

How can I use my AI to check a company's financial health?

Your AI pulls balance sheets and income statements to evaluate liquidity, debt, and earnings trends. You get a direct comparison of these metrics across different periods. This breakdown shows you how to set it up.

The outcomes

What your analysis produces

The AI handles the data retrieval so you can focus on the numbers.

DATA

Structured statements

The AI pulls specific balance sheets and income statements. You get clean, organized data ready for review.

RATIOS

Automated calculations

Your agent calculates debt-to-equity and current ratios. It turns raw figures into meaningful stability markers.

TRENDS

Historical comparisons

The AI compares multiple reporting periods. You see how revenue or liabilities have shifted over time.

HUMAN

Final judgment

The AI provides the math and the data. You make the actual investment decisions based on the results.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between IEX Cloud and your chat interface.

  1. Fetch statements

    The AI pulls the specific financial documents for the ticker you provide.

    get_stock_financials

  2. Get market context

    It retrieves market cap and other stats to provide context for the financials.

    get_stock_stats

  3. Run comparisons

    The agent compares different income statements to find growth or decline.

    get_stock_financials

  4. Calculate health

    It uses the retrieved data to determine liquidity and solvency.

    get_stock_financials

Try it

Copy these to start.

Use these prompts to begin your research.

Starting points

Swap out the tickers and company names for the ones you are researching.

IEX Cloud Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_O79cbxcrMDrOnBhilTwa0Ze8ax41IT7WzpekK0gx/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — IEX Cloud capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "iex-cloud-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_O79cbxcrMDrOnBhilTwa0Ze8ax41IT7WzpekK0gx/mcp"
    }
  }
}
Copy into chat04

  • Pull the last three years of income statements for AAPL and compare the net income trends.

  • Get the balance sheet for TSLA and calculate the current ratio.

  • Compare the debt-to-equity ratio of MSFT against its recent financials.

  • Check the stock stats for NVDA and tell me how the market cap relates to its earnings.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect IEX Cloud once, then ask.

One click connects the data to your agent. Your credentials stay encrypted and secure on our side.

Connect IEX Cloud to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades?

    No. The AI only retrieves and analyzes data. You must execute all trades manually in your brokerage account.

  • 02

    Can the AI change my account settings?

    No. This connection is read-only. The AI cannot modify your external accounts or settings.

  • 03

    How recent is the data?

    The AI pulls the most recent available data provided by IEX Cloud through the tools.

  • 04

    Can I analyze private companies?

    No. The tools only work for companies with public financial data available through IEX Cloud.

  • 05

    Does the AI save these reports to my computer?

    No. The AI provides the data in your chat, but it does not save files to your local drive.

  • More questions about IEX Cloud? See everything the IEX Cloud Connector can do

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