Financial Data API - Stocks, ETFs, Funds, Indicators, YCharts

Export stock metrics and price history, mutual fund and ETF data and holdings, institutional and insider ownership, and economic indicator time series into an Apify dataset using your own YCharts API key.

This actor wraps the YCharts API v4. It turns a list of tickers, indicator codes or saved screen IDs into clean, deduplicated rows you can download as JSON, CSV or Excel, schedule, or feed into other actors, spreadsheets and AI agents.

What it does

• Stock data: up to 25 YCharts metrics per stock (price, market cap, valuation ratios, fundamentals and more) for any number of tickers, as the latest value, the value on a chosen date, or one row per date over a range.
• Stock metric catalogue: every metric code the stock route accepts, with its display name and unit.
• Stock ownership: number of institutional and insider holders, buyers and sellers, and the shares they own, bought and sold, each dated by the filing it reflects.
• Fund and ETF data: YCharts' default fund metrics and info fields for mutual funds and ETFs, latest, dated or as a history.
• Fund holdings: the top 25 holdings of each fund, or every holding of one fund, with weights in percent.
• Economic indicators: search YCharts' indicator library by region, source, category or report, then read their info fields, latest value or full time series with resampling, fill and aggregation.
• Your saved work: list the security lists, company and fund screens and watchlists in your YCharts account, and export the securities each screen matches or each watchlist holds.
• Pay only for results: a symbol or code the API cannot find is recorded as a free row that says why, never charged.

Input

Field	Used by	What it does
mode	all	One of stockData, stockMetrics, stockOwnership, fundData, fundHoldings, fundAllHoldings, indicatorSearch, indicatorInfo, indicatorPoints, indicatorSeries, securityLists, screeners, screenerResults, watchlists, watchlistItems
symbols	stock and fund modes	Tickers such as AAPL or SPY, one per line, sent 25 to a request
metrics	stock data	Up to 25 metric codes such as price or market_cap; empty means the default set
date	stock, fund, indicator value	The value on or before this date (YYYY-MM-DD; -N periods back for indicators)
startDate, endDate	stock, fund, indicator series	A range: one row per date
indicatorCodes	indicator modes	Codes such as I:USGDP or I:10YTR
infoFields	indicator info	Fields such as security_name and description
resampleFrequency, resampleFunction, fillMethod, aggregateFunction, forceDateRange	indicator series	Resampling and aggregation, as the API documents them
regions, indicatorSources, indicatorCategories, indicatorReports	indicator search	Filters such as USA, department_of_labor, gdp
listSearch	security lists	Words matched against list names
screenerType, screenerIds	screens	Company or fund screens, and which ones to export
watchlistIds	watchlist items	Which watchlists to export
nameContains, includeMine, includeShared, includePublic, watchlistType, sortBy	screens, watchlists	Narrow and order your saved items
maxResults	all	Row ceiling for the run
apiKey	all	Your YCharts API key (secret). Or set the DATA_API_KEY environment secret

Inputs a mode does not use are left off the request and named in the log, so a stray filter never silently changes your results.

How to get a YCharts API key

YCharts sells API access as an add-on to a YCharts subscription (the API V4 add-on). Once it is on your account, the key is shown, and can be regenerated, on the API page of your account at ycharts.com/api_v4. Paste it into the API key field. There is no free tier or self-serve trial for the API; contact YCharts sales for access.

Example output

{
    "mode": "stockData",
    "modeLabel": "Stock data",
    "recordType": "security",
    "identifier": "AAPL,MSFT",
    "found": true,
    "parentId": null,
    "symbol": "AAPL",
    "name": "Apple Inc",
    "date": "2026-10-07",
    "value": 251.32,
    "security_type": "stock",
    "price": 251.32,
    "price_date": "2026-10-07",
    "market_cap": 3741000000000,
    "market_cap_date": "2026-10-07",
    "pe_ratio": 37.9,
    "pe_ratio_date": "2026-10-07",
    "retrievedAt": "2026-10-08T09:00:00.000Z",
    "note": null
}

Every field the provider returns is kept. Each [date, value] metric becomes two columns, the value and <metric>_date. With a start date, each row is one date with a column per metric. value is the price for securities, the weight for holdings and the reading for indicators; parentId is the fund, screen or watchlist a row belongs to.

FAQ

What is the YCharts API?

YCharts is an investment research platform used by financial advisors and asset managers. Its API gives programmatic access to the same data: curated stock metrics and fundamentals, mutual fund and ETF data and holdings (Lipper, NASDAQ and QUODD sourced), institutional and insider ownership, and a large library of economic indicators. This actor calls the v4 read endpoints under https://api.ycharts.com/v4, including /stocks/{symbols}, /stocks/{symbol}/ownership, /funds/{symbols}, /funds/{symbols}/holdings, /indicators, /indicators/{codes}/series, /screeners and /watchlists.

Do I need my own API key?

Yes. This actor is bring your own key: you need a YCharts subscription with the API V4 add-on. Your key is stored as an Apify secret, sent only in the x-ychartsauthorization header, and removed from every log line. Without a key the run stops immediately with a clear message and no charge.

How do I get price history for several stocks?

Choose Stock data, list the tickers, set metrics to codes such as price and market_cap, and set a start date such as 2025-01-01. Each stock then produces one row per date with a column per metric. Leave the dates empty for the latest values only.

How do I find the right metric or indicator codes?

Run the Stock metric catalogue mode for every stock metric code with its name and unit. For economic data, run Economic indicator search with a region such as USA or a category such as gdp; each result's symbol is the code to use, such as I:USGDP.

Can I export my YCharts screens and watchlists?

Yes. Saved screens and Watchlists list what your account can see (yours, shared with you and public, each switchable). Put the id values into Screen results or Watchlist items to export the matching securities. The actor only reads them; nothing in your account is changed.

What are the rate limits?

YCharts allows 10 requests per second and 10,000 per hour per key. The actor paces itself (120 requests per minute by default), groups up to 25 tickers or codes per request, waits out short 429 throttles, and ends cleanly with a message if the hourly allowance is used up.

What do I pay?

The actor charges per returned record: 0.01 USD per stock or fund snapshot, ownership summary or indicator info record; 0.005 USD per dated data point row, fund holding or reference record (metric definitions, indicator search results, security lists, screens, watchlists and watchlist items); and 0.008 USD per security matched by a screen. Apify platform usage is included. Symbols the API cannot find and empty results are free. YCharts bills your subscription separately.

What happens if my key is wrong or my plan lacks a feature?

A rejected key (401) or a feature your plan does not include, such as All Fund Holdings (403), ends the run cleanly with the provider's own explanation as the status message. A fund your licence does not cover is reported by YCharts as not found and becomes a free row.

Keyword map

financial data API, stock market data API, stock fundamentals API, ETF data API, mutual fund holdings API, institutional ownership data, insider ownership, economic indicators API, macroeconomic time series, GDP and interest rate data, stock screener export, watchlist export, YCharts API, YCharts data export.

Terms and data use

You need your own YCharts subscription with API access, and your use of the data is governed by your agreement with YCharts. YCharts' API documentation states that the API is for its customers' internal use only and that any redistribution or commercial use of data from the API is prohibited without YCharts' prior written consent. Keep exported data inside your organisation unless YCharts has agreed otherwise. Fund data is licensed by YCharts from third parties, and funds outside your licence are reported as not found. This actor is an independent tool and is not made or endorsed by YCharts.