Sterling's data and AI, in your product.
A single API for company financials, sector intelligence, and grounded AI Q&A. Built for fintech teams that don't want to assemble it themselves.
What you can build
Three patterns we see today
Most partners start with one of these and grow into the others over time.
Embedded research
Drop Sterling charts into your client portal. Two-line iframe or component-level integration via the SDK.
AI assistant for finance
Ground your chatbot in real SEC filings and quarterly numbers. We handle retrieval and source attribution.
Sector and KPI feeds
Pull Sterling's sector intelligence and curated operational KPIs into your own dashboards. Read-only JSON.
API surface
The v1 plan
None of these endpoints are live yet. This is the surface we are building with design partners. Order and shape will move based on partner feedback.
- POST
/v1/askAsk Sterling AI. Streaming JSON with source citations on every claim.
- GET
/v1/sectorsSector list with editorial dashboards and representative companies.
- GET
/v1/sectors/{slug}Single sector. Strategy commentary, KPIs, ranked competitive view.
- GET
/v1/companies/{ticker}/kpisSterling-curated operational KPIs. Tesla deliveries, iPhone units, energy storage MWh, and similar.
- GET
/v1/filings/{accession}Parsed SEC filing data with extracted figures and tables.
- POST
/v1/webhooksSubscribe to events: new filings parsed, new KPIs landed.
What is not in the API
Raw quarterly financials (income statement, balance sheet, cash flow) are not available as JSON endpoints. Our financial data is licensed under terms that do not allow API redistribution. If you need these in your product, get in touch and we will talk through the options.
Try it
A request looks like this
Design-partner preview. Live keys provisioned at kickoff.
curl https://api.sterlingcharts.com/v1/ask \
-H "Authorization: Bearer sk_live_..." \
-d '{"q":"Tesla auto margin last 4 quarters?"}'import { Sterling } from "@sterlingcharts/sdk";
const sterling = new Sterling({ apiKey });
const answer = await sterling.ask(
"Tesla auto margin last 4 quarters?",
);SDKs and docs
Tooling for the integration
TypeScript SDK
Coming with v1npm install @sterlingcharts/sdk. Typed responses, retries, streaming for AI endpoints.
OpenAPI spec
At kickoffGenerated from source. Compatible with any code generator. Use it to wire up clients in any language.
Integrations
Where Sterling shows up
The API is the foundation. These are the surfaces we are building on top of it. Vote with your design-partner application: integrations with the most partner demand ship first.
Slack
PlannedDaily digests and AI Q&A from an /ask slash command.
Notion and Coda
PlannedEmbedded charts that update live alongside your docs.
Excel and Google Sheets
PlannedPull Sterling-curated KPIs and AI answers into a cell with a custom function.
Zapier
PlannedTrigger workflows when a filing lands or a tracked KPI updates.
Push, not just pull
For partners who want to react to events rather than poll, signed webhooks fire when a new SEC filing is parsed or fresh quarterly numbers land. Subscribe per event type, with HMAC signatures and replay protection.
Pricing
Three ways to engage
Design partner
Free, year one
We work directly with your team. Three slots total. Roadmap input, reference rights.
Standard
Usage-based
Monthly platform fee plus metered requests. Quote on request.
Embedded / OEM
Flat platform fee
Per-end-user component. Pairs with our white-label offer.
White label detailsBuilt on audited infrastructure
Same SOC 2 Type 2 and ISO 27001 aligned providers that power Sterling. Per-org API keys, request signing, IP allowlists for enterprise plans, and granular per-endpoint rate limits.
Security detailsFrequently asked
Common questions
Is there a free tier?
Design partners get year one free. After that, usage-based pricing kicks in. Final per-request pricing will be set before public launch.
Why aren't quarterly financials in the API?
Our financial data is licensed under terms that do not allow API redistribution. If you need income statement, balance sheet, or cash flow data in your product, get in touch and we will talk through the options.
Can I self-host?
No. Sterling's data pipeline is the product. We host the API and the underlying ingest.
What are the rate limits?
Per-key, per-endpoint. Defaults will be published in the docs. Design partners get raised limits as part of the program.
How fresh is the data?
SEC filings ingested within minutes of release. Sterling-curated KPIs updated each reporting period. AI answers reflect data as of the last ingest.
Building with public-market data?
Tell us what you are building. We will get back within two business days with sandbox access and a working session offer.
Request API access