March 26th, 2026
Announcing Our Partnership with Financial Datasets
By: Julius AI Team · 5 min read
Julius now has real-time financial market data. This means users can now pull the latest earnings, financial statements, stock prices, insider trades, and more just by prompting in Julius. Our mission is to build the world's most powerful AI Analyst and we're thrilled to partner with Financial Datasets on this.
Democratizing financial data
The era of agentic financial analysis is here. The data that powers Wall Street is no longer locked behind expensive APIs and clunky terminals. It's available to anyone inside Julius. Users can now access earnings, price history, insdier trades, and financial statements with simple prompts.
Be smarter than Wall Street
Comp tables, DCF models and margin trend analyses that used to eat up an analyst's entire morning can now be done in seconds. Just describe what you want to know about a publicly traded company and Julius pulls the data, runs the analysis, and delivers results with charts and tables.
Prompt 1: Comp table with valuation and margins
Pull the latest financial metrics snapshot for AAPL, NVDA, and MSFT. Build a comparison table showing market cap, P/E ratio, EV/EBITDA, gross margin, operating margin, net margin, return on equity, and free cash flow yield. Then pull the last 4 quarters of income statements for whichever company has the lowest operating margin and show me the quarterly trend. Is the margin compressing or expanding?
This is the kind of multi-step analysis that would normally take an hour of copying data between tabs. Julius handles it in a single prompt by pulling live snapshots and quarterly income statements from Financial Datasets, building the comp table, identifying the weakest margin, and charting the trend automatically.
Prompt 2: Debt coverage and balance sheet health
Pull the last 8 quarterly balance sheets and cash flow statements for NVDA. I want to see the trend in cash and equivalents, total debt, and free cash flow over the last 2 years. Is NVDA generating enough FCF to cover its debt? Calculate the net cash position each quarter and chart the trend. Also pull the financial metrics snapshot and show me the current ratio and interest coverage.
Julius queries multiple Financial Datasets endpoints in a single conversation, builds the time series, generates the charts, and writes the narrative summary. The output reads like a research report rather than a data dump.
Prompt 3: Revenue mix deep dive
Pull segmented revenues for AAPL and MSFT for the last 4 annual periods. For AAPL, show me how iPhone vs. Services revenue has trended as a percentage of total. For MSFT, show me Intelligent Cloud vs. Productivity and Business Processes. Which company has a more diversified revenue base? Which segment is growing fastest for each?
This prompt demonstrates something that used to require pulling 10-K filings and manually extracting segment data. Julius pulls the segmented revenue data directly, calculates the mix percentages, and compares the two companies side by side with charts and a written breakdown.
What you can access:
Through this partnership, Julius users now have access to a broad set of financial data endpoints including:
- Earnings reports and earnings surprises
- Income statements, balance sheets, and cash flow statements (quarterly and annual)
- Financial metrics snapshots (P/E, EV/EBITDA, margins, and more)
- Segmented revenue data
- Insider trades
- Stock prices and historical data
All of this data is available in real time and can be queried alongside your own datasets, spreadsheets, or data warehouse connections already in Julius.
Built for the way analysts actually work
The best analysis rarely comes from a single data source. What makes this integration powerful is that you can combine Financial Datasets with everything else in Julius. Pull public market data alongside your internal metrics from Snowflake. Compare a competitor's margin trend against your own numbers from BigQuery. Build a report that blends third-party financial data with your proprietary datasets, all in one conversation.
Our mission is to build the world's most powerful AI analyst, and this partnership with Financial Datasets is a major step in that direction.
Try it now
Financial Datasets is available today for all Julius users. Open a new conversation, ask a question about any publicly traded company, and see the results for yourself.
Your competition is still alt-tabbing between data sources. Your team could be running multi-step financial analysis in seconds.
