FinImpulse
14 min
finimpulse is an ai powered financial analysis platform that automates data collection, reporting, and insights for businesses integrating finimpulse with make com enables automated financial data syncing, real time report generation, and streamlined alerting for finance teams this is ai generated content based on official finimpulse documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact finimpulse https //finimpulse com/contact/ directly requirements to use the finimpulse app in make, you must have an active account and an api key, create your account on finimpulse https //finimpulse com/ for subscription, refer to the finimpulse pricing page https //finimpulse com/ connect finimpulse and to get started, you must first create a connection between finimpulse and , allowing the two services to communicate obtain your api key in your finimpulse account create the connection in make obtain your api key in your finimpulse account before you create the connection in , you should first obtain your api key in your finimpulse account to obtain your api key switch to api mode navigate to api settings click the eye icon next to the api key copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //finimpulse com/help/api tokens/ create the connection in account https //www make com/en/register , add the finimpulse module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your finimpulse account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page finimpulse modules after connecting to the finimpulse app, you can choose from a list of available modules to build your get asset summary retrieves a comprehensive overview of an asset, providing its current price, fundamental data, and important financial metrics get key metrics retrieves detailed financial and performance metrics for a specific asset, such as its valuation, historical performance, and other important indicators get recommendation trends provides a detailed summary of analyst recommendations for a specific asset over time, showing the number of ratings in each category strong buy, buy, hold, sell, and strong sell make an api call executes a custom api request to the connected service using your authorized credentials search analyst actions retrieves a list of analyst rating actions for a specific asset, detailing any upgrades, downgrades, repeated ratings, and changes to price targets search analyst ratings retrieves detailed information about analysts who cover a specific asset, including their ratings, sentiment analysis, price targets, and most recent updates search annual returns retrieves yearly performance data for a specific asset, providing historical annual returns organized by calendar year search asset profile retrieves key details about a specific asset, including its associated company information, industry sector, and classification type search assets retrieves a list of stocks, etfs, and funds that match your specified search criteria search earnings data retrieves detailed earnings information for a specific asset, such as earnings per share (eps), revenue figures, analyst estimates, estimate revisions, earnings trends, and growth statistics search news retrieves the most recent news articles and press releases related to a specific asset search price history retrieves historical data for an asset, including its price changes, dividend payments, stock splits, and other time based financial information search risk metrics provides detailed risk and risk adjusted performance metrics for a specific asset, such as volatility, drawdown, and additional risk indicators templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created finimpulse resources you can have access to more resources related to this app on the following links finimpulse website https //finimpulse com/finimpulse documentation n/afinimpulse api documentation finimpulse page on make https //www make com/en/integrations/finimpulse