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What is Vantafin? A complete overview

Vantafin is an affordable financial data platform for investors and AI builders: company profiles, live data, SEC filings, a screener, AI chat, and APIs.

What is Vantafin? A complete overview - Overview (Vantafin Help Center)
Vantafin Team

On this page

  • What can you do with Vantafin?
  • Who is Vantafin for?
  • What data does Vantafin cover?
  • How is Vantafin priced?
  • Where should you start?

Vantafin is a financial data and research platform that gives individual investors, analysts, and developers institutional-grade market data without the enterprise price tag. In one place you get company profiles, live and delayed quotes, SEC filings back to 1994, fundamentals, earnings transcripts, a stock screener, AI research chat, and a full developer API, including an MCP server for AI assistants.

This overview explains what Vantafin does, who it is for, and where to go next. If you are brand new, start here and then follow the links to the how-to guides for each feature.

What can you do with Vantafin?

Vantafin covers the full research workflow, from a quick quote to a deep filing dive:

Job to be doneWhere you do itGuide
Look up a companyCompany profileCompany profile overview
Ask questions in plain EnglishAI ChatHow AI Chat works
Find stocks that match criteriaScreenerBuild your first screen
Track tickersWatchlistsCreate a watchlist
Get notified on movesAlertsCreate alerts
See upcoming eventsCalendarUse the market calendar
Pull data into code or AIAPI & MCPCreate an API key

Company profile

Open Apple and explore the full research stack

Start on a live company page to see quotes, fundamentals, filings, and news cross-linked in one place. Jump into financials when you want the statements.

AAPL overview→AAPL financials

Who is Vantafin for?

Vantafin serves three overlapping audiences:

  • Individual investors and analysts who want reliable data and research tools without a Bloomberg or FactSet subscription.
  • AI builders who want to feed verifiable market data into assistants like Claude, Cursor, and other MCP clients, or into their own apps over REST and WebSocket.
  • Developers who need a clean, well-documented financial data API with predictable pricing.

For example, a long-term investor might screen for profitable dividend growers, open the company profile for each result, then ask AI Chat to summarize the latest 10-K risk factors. A developer might instead pull the same fundamentals through the REST API.

What data does Vantafin cover?

Try it

Ask AI Chat a grounded research question

Open Chat and ask about a ticker you follow. Answers pull from Vantafin filings and fundamentals instead of generic web summaries.

Open AI Chat→How AI Chat works

Vantafin combines several data types into a single, cross-linked experience:

  • Quotes: live and delayed prices for stocks and ETFs, plus intraday minute charts.
  • Fundamentals: income statement, balance sheet, and cash flow, with history.
  • SEC filings: 10-K, 10-Q, 8-K, and more, indexed since 1994.
  • Earnings: dates, call transcripts, and investor materials.
  • Corporate actions: dividends, stock splits, and IPOs.
  • Ownership: institutional holders and insider (Form 3/4/5) transactions.
  • News: market-wide and per-ticker headlines.
  • Macro: key economic series for context.

Data availability varies by security type (for example, ETFs show holdings instead of earnings transcripts).

How is Vantafin priced?

Screen & track

Find ideas in the screener, then save a watchlist

Filter stocks by the metrics that matter to you, open a hit like NVDA for a deeper look, and keep your shortlist on a watchlist.

Open screener→Watchlists

Vantafin has three plans: Free, Pro, and Ultimate. Free covers research across tens of thousands of companies with delayed data. Pro adds live quotes, the full API, MCP, AI Chat, unlimited watchlists, and alerts. Ultimate adds WebSocket streaming and the highest limits. See a full breakdown in Free vs Pro vs Ultimate or the pricing page.

Where should you start?

  1. Create your Vantafin account so you can save watchlists and screens.
  2. Take a tour of the app to learn the layout.
  3. Open a company profile for a stock you follow.
  4. Ask AI Chat a question grounded in real filings.

Want the market-news angle instead of how-tos? Browse the Vantafin blog.

Frequently asked questions

Important Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.

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Vantafin provides market data and research tools for informational purposes only and does not constitute investment advice. Data may be delayed, incomplete, or incorrect. You are solely responsible for your investment decisions. See our Terms of Service.