Finmei
Overviews
How it works?
Connect your Finmei account
Establish a secure connection between CodeWords and Finmei by authenticating with your API credentials. This integration unlocks access to comprehensive financial data, market analytics, and economic indicators for your automated workflows.
Configure data collection rules
Define which financial metrics, companies, sectors, or economic indicators you want to monitor. Set parameters for data freshness, historical depth, and specific data points that align with your research or investment strategy.
Set up market monitoring
Create triggers that watch for significant changes in financial metrics, company performance indicators, or market conditions. Monitor earnings releases, analyst rating changes, price movements, or fundamental metric shifts that matter to your analysis.
Retrieve financial datasets
Pull comprehensive financial information including company fundamentals, market data, economic indicators, and industry statistics. Access balance sheets, income statements, cash flow data, and valuation metrics for your research and reporting needs.
Process and analyze data
Transform raw financial data into actionable insights using CodeWords automation capabilities. Calculate custom metrics, compare companies, identify trends, or apply screening criteria to large datasets without manual spreadsheet work.
Integrate with analytics tools
Send processed financial data to your business intelligence platforms, spreadsheets, or custom databases. Ensure your investment models, dashboards, and reporting systems receive accurate and timely financial information for decision-making.
Create intelligent alerts
Build notification systems that inform you when companies meet specific financial criteria or when market conditions change. Receive alerts about earnings surprises, valuation anomalies, or investment opportunities that match your screening parameters.
Generate research reports
Automate the creation of financial analysis reports combining Finmei data with your commentary and conclusions. Compile company comparisons, sector analyses, or market overviews and distribute them to stakeholders on regular schedules.
Configure
Build
Investment screening automation
Develop an automated stock screening system that continuously evaluates companies based on your investment criteria using Finmei financial data. Set up workflows that scan for companies meeting specific valuation, growth, profitability, or quality metrics, then compile results into watchlists and send detailed analysis to your research team for further evaluation.
Portfolio monitoring system
Create a comprehensive portfolio tracking solution that monitors your holdings using real-time financial data from Finmei. Track fundamental changes in your portfolio companies, receive alerts when metrics deteriorate or improve significantly, and generate regular performance reports that combine market data with position sizing and attribution analysis.
Market intelligence distribution
Build an information delivery system that aggregates relevant financial data and market insights for different teams or clients. Pull sector-specific data, economic indicators, and company metrics from Finmei, format them into digestible summaries, and distribute customized intelligence reports via email or collaboration platforms based on each recipient's focus areas.
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