# SimFin

US fundamentals extracted from filings, shipped as bulk CSV datasets, not REST calls.

*https://stockmarketstack.com/tools/simfin · Stock Market Data APIs*

## Facts

### At a glance

| Field | Value |
| --- | --- |
| Vendor | SimFin |
| Category | Stock Market Data APIs |
| Job | fundamentals |
| Website | https://www.simfin.com |
| Pricing model | subscription |
| Free tier | true |
| Open source | false |
| Licence | none |
| Self-hosted | false |
| Tested hands-on | false |
| Last updated | 2026-09-14 |

### Pricing

| Tier | USD | Period |
| --- | --- | --- |
| FREE | 0 USD | month |
| START | 25 USD | month |
| BASIC | 59 USD | month |
| PRO | 119 USD | month |
| Enterprise | on request | month |

### Coverage

| Field | Value |
| --- | --- |
| Asset classes | stocks |
| Markets | us, eu, ca, asia |
| Works outside the US | true |
| Data latency | eod |
| Platforms | web, library |
| AI features | none |

### Interfaces

| Field | Value |
| --- | --- |
| API | true |
| Webhooks | false |
| Scripting | none |
| Python | true |
| Spreadsheet add-in | true |
| MCP server | false |
| Export | csv, json |

### Capabilities

Yes: charting, screening, backtesting

No: scanning, automation, live_trading, paper_trading, portfolio_tracking, broker_import, tax_reporting, alerts, news, options_analysis

*Verified: pricing 2026-09-14; capabilities 2026-09-14; coverage 2026-09-14.*

## What it is

SimFin is a small German vendor — SimFin Analytics GmbH, in Halle — that produces its own
fundamentals instead of reselling somebody else's. Statements are extracted by machine learning
from 10-K, 10-Q, 20-F and 40-F filings the day they appear on EDGAR, checked for mathematical
inconsistency, reviewed by hand where that check fails, and published with a link back to the
page of the report each figure came from. The company says it generates over 99% of its data
itself and buys in only the share prices.

What separates it from the REST-first vendors next to it is the delivery shape. The whole
database is published as zipped CSV tables — companies, income, balance, cashflow, derived
ratios, share prices, with separate tables for banks and insurers because their statements have
different line items — and the first-party Python package downloads them, caches them on disk
and hands back pandas DataFrames. Every statement table comes in two variants: most recently
restated, and strictly as-reported for backtesting. A REST API and a browser screener and
backtester come with the same subscription.

## Pricing

Four plans and a quoted Enterprise tier, and the pricing page opens on the annual toggle. Month
to month it is 25, 59 and 119 dollars for START, BASIC and PRO; the 15, 35 and 71 in the big
type are the annual rates, billed as 180, 420 and 852 dollars a year.

Money buys history and rate limit, not more asset classes. API history runs 7, 10, 15 and 20+
years across the four plans, at 2, 5, 10 and 20 requests a second; bulk history runs 5 years
(delayed), 10, 20+ and 20+. The derived ratio datasets and the wider variants carrying the
source link start at BASIC, which the live dataset catalogue confirms — nothing at the free or
START access level includes them. Filing downloads are capped at 8, 40 and 400 a day. Note that
the free plan card claims 5 years of fundamentals while the comparison table on the same page
says 7. Students get 50% off BASIC, paid plans carry a 14-day refund, and there is a
5-dollar trial that the vendor says deliberately withholds some bulk datasets.

## Data & coverage

US equities, and effectively nothing else. The vendor's own bulk-download catalogue on 14
September 2026 listed 6,592 companies in the US dataset against 32 in Germany, 5 in China and 3
in Canada — the non-US markets exist as datasets rather than as coverage, and what is in them
are foreign SEC filers. Fundamentals are quarterly, annual and trailing-twelve-month; prices are
daily closes. There are no options, futures, forex, crypto, ETFs, estimates, news or intraday
bars anywhere in the product, and history starts in 2000 where availability allows.

## Integrations

REST v3 returns JSON in a compact or verbose form, with endpoints for companies, statements,
prices, shares outstanding and filings. Bulk download is a zipped CSV per dataset, filtered by
market and variant. The Excel plugin starts at START. The `simfin` package on PyPI is the
vendor's own — published by SimFin, MIT-licensed, last released as 1.0.2 in April 2026 — which
is worth saying, because on several competing cards the obvious package name belongs to a
stranger. There is no MCP server, no WebSocket and no webhooks.

## Limitations

- The free tier is 12 months stale by design. It is enough to write and test a pipeline, and
  useless for anything that depends on the last four quarters.
- The licence is a rental, not a purchase. FREE and BASIC are non-commercial personal research,
  PRO is commercial but internal-use-only, and redistribution needs a separate agreement. The
  rights end with the subscription, and SimFin's own FAQ says you are then obliged to delete the
  data you downloaded and clean it out of backups — an unusual thing to agree to for a product
  whose main output is a CSV on your disk. The licence text names FREE, BASIC and PRO and never
  mentions START at all.
- Data quality rests on one vendor's own extraction, unaudited from outside. The site in 2018
  ran on a different model — machine collection with the community invited to cross-check and
  correct it — and promised the core dataset would always be free for private individuals. Both
  the community layer and that promise are gone.
- The published roadmap's last entry is August 2023 and the API changelog's is April 2024, while
  the FAQ still promises Canada, the EU and Asia within quarters and 30,000 companies worldwide
  by the end of 2024. The Python release in April 2026 is the clearest evidence of current work.

## Alternatives

If coverage matters more than delivery shape, [Financial Modeling
Prep](https://stockmarketstack.com/tools/financial-modeling-prep) and [EODHD](https://stockmarketstack.com/tools/eodhd) both sell fundamentals across
60-plus exchanges at comparable money, over REST rather than in bulk files. For US fundamentals
as-reported and standardised with a commercial licence you can actually buy,
[Intrinio](https://stockmarketstack.com/tools/intrinio) is the same job at ten times the price. The rest of the
[market data APIs](https://stockmarketstack.com/categories/market-data-apis) sit alongside.

## FAQ

### What does the SimFin free tier actually give you?

An API key good for 7 years of fundamentals at 2 requests a second and 8 filing downloads a day, plus the bulk CSV datasets — but the free copies of those files hold 5 years and are delayed by 12 months. The ratio datasets are not in the free set at all.

### Does SimFin still offer a bulk CSV download?

Yes, and it is the reason to pick SimFin over a REST-only vendor. Every dataset is a zipped CSV keyed by SimFin ID, on every plan including the free one, with the history window and the ratio tables set by the plan.

### How much non-US data does SimFin have?

Very little. On 14 September 2026 the live dataset catalogue held 6,592 US companies against 32 German, 5 Chinese and 3 Canadian ones. Treat SimFin as a US dataset with a handful of foreign SEC filers attached.

### Can I use SimFin data in a commercial product?

Not on the cheap plans. SimFin's licence makes FREE and BASIC non-commercial, PRO a commercial licence for internal use only, and redistribution a separate agreement you have to ask for. The rights also end with the subscription.

## Also worth comparing

- [Financial Modeling Prep](https://stockmarketstack.com/tools/financial-modeling-prep.md) — Financial statements, ratios and filings for 70,000+ securities across 60+ exchanges.
- [Intrinio](https://stockmarketstack.com/tools/intrinio.md) — XBRL-standardised US financials, options analytics and an MCP server.
- [ROIC.ai](https://stockmarketstack.com/tools/roic-ai.md) — Forty years of global fundamentals over REST, an MCP server and Google Sheets.
- [AlgoSeek](https://stockmarketstack.com/tools/algoseek.md) — Lossless SIP, OPRA and CME tick history with published per-asset-class lease pricing.
- [Alpaca Market Data](https://stockmarketstack.com/tools/alpaca-market-data.md) — Free IEX data forever, full SIP and OPRA for a flat $99 a month.
- [Alpha Vantage](https://stockmarketstack.com/tools/alpha-vantage.md) — The API most people's first script talks to — free key, wide coverage, hard rate limits.