Financial Insights API - All the Signals. Autonomous Finance. One API
Building the Future of Financial Intelligence: Unlocking the Power of AI-Driven APIs
At Charli, we’ve always been an API-first organization. Every component within our Agentic AI architecture is powered by fine-grained APIs that seamlessly integrate into the intelligent workflows driving Charli. Our core architecture, designed years ago, has always centered on an API-first approach built around microservices. This is a core tenet of our Adaptive Agentic AI design: the AI intelligently determines what resources to use, and when to apply them, for optimal results.
The team is thrilled to announce that the ‘vault’ is about to open and our much-anticipated Financial Insights API is ready to be exposed to developers. We’re on the verge of making this game-changing tool available in the second half of 2025, and are already testing the API with a select group of enterprise customers ahead of the public release.
Not Just Another API: A Developer-Grade Financial Intelligence Engine
This is no ordinary finance API. The Insights API gives developers access to the same robust intelligence engine that Charli uses internally to decode markets, assess market sentiment, and run speculative AI models at scale.
We’re talking about real, in-depth access to critical financial signals: quantitative data, sentiment analysis, inferred fundamentals, event-driven triggers, macroeconomic factors, and deep what-if scenario analysis. This is not surface-level insight—it’s embedded intelligence, designed for the most demanding financial applications and complex use cases.
Advanced API Features: Built for AI-First Workflows
Our Insights API is built with an AI-first architecture, and it supports standard REST, webhook, real-time data streams, and a powerful command-line interface (CLI) tailored to AI-native workflows. Whether you’re orchestrating complex workflows or automating dynamic reasoning, this API is designed to handle tasks with precision.
Beyond the API endpoints, the CLI is a tool our team uses daily within Charli for control, admin, and testing, and it’s built on the exact same API that powers our platform. It is command instruction-oriented, enabling you to trigger AI workflows for everything from simple queries to intricate, multi-step processes. And you’ll get full visibility into the execution of workflows through an intuitive administrative console.
For those looking for seamless integration, the API also supports access via an API gateway and iPaaS for direct integration into backend systems.
Project and Portfolio Orientation: Architected for Advanced Modeling
The Charli Insights API is engineered with native support for both project-centric and portfolio-level analysis, providing developers and system architects with the ability to organize, scope, and scale financial intelligence across complex data environments.
At the core of this capability is Charli’s Dynamic Collection Framework—a flexible logical-partitioning and context-management layer that allows you to group and persist related insights, structure domain-specific modeling, and execute analysis across thematic clusters. This framework supports a wide range of high-value applications, from investment portfolio modeling and deal pipeline tracking to hypothesis-driven, scenario-based "what-if" analysis.
Rather than treating each query as a standalone task, Charli enables stateful analysis within defined projects, offering persistent context across multiple AI operations. This design abstracts away the stateless limitations of conventional LLM endpoints and opens the door to more intelligent orchestration across structured and unstructured data flows.
Use cases include:
Sector or theme-based investment modeling
Dynamic portfolio rebalancing based on cross-entity sentiment and signals
Iterative research across entities, assets, or macro trends
Context-aware hypothesis testing and speculative simulation
This architecture also serves as the foundational layer for Charli’s upcoming Hypercluster AI Engine (launching late 2025), which will extend the platform’s multidimensional capabilities even further—enabling high-resolution modeling across federated data sets, multi-agent reasoning, and adaptive narrative generation for advanced decision support.
Agentic by Design: What Sets Charli’s Insights API Apart?
The Charli Financial Insights API is architected from the ground up around a true Agentic AI framework—not just agent-based automation (that’s not AI), but fully adaptive, context-aware intelligence capable of bi-directional communication. This includes human-to-AI interaction, as well as AI-to-AI orchestration, enabling coordinated, multi-agent reasoning at scale.
Internally, the platform uses this very same API to allow our AI agents to communicate with each other, creating a fully integrated, intelligent system that operates across heterogeneous environments.
Unlike traditional APIs that simply serve data on request, Charli’s system facilitates dynamic workflows—built on agentic flows that adapt, and autonomously determine the optimal sequence of analytical tasks. This eliminates the operational burden of hardcoded configurations and brittle pipeline logic.
In the world of AI automation, workflows are everything—and Charli’s Agentic AI Workflows are uniquely self-directed, stateful, and goal-oriented. They’re capable of interpreting high-level intent and decomposing it into sub-tasks—retrieving data, performing analysis, verifying results, and synthesizing outputs autonomously.
With a Developer-First mindset, the Insights API gives developers fine-grained control over both how the AI operates and what it returns. Whether you're looking for:
Precision-calculated metrics
Rich, explainable metadata
Structured datasets
Narrative-style summaries
Charli dynamically determines the best method to generate and deliver it.
Instead of combing through datasets, developers can issue structured prompts or configure workflows that tell the AI exactly what to prioritize—quantitative vs. qualitative, shallow vs. deep analysis, short-form vs. long-form output.
This is more than an evolution of API design—it’s a new interaction model. One where the AI doesn’t just respond, it thinks, plans, and produces. It locates the relevant data, normalizes it, cross-references it, and returns outcomes that are both intelligible and decision-grade.
The Future of Finance Starts Here
If you’re building the future of finance, the Charli Insights API is the backend you’ve been waiting for. With deep, real-time financial intelligence and the power of AI-driven workflows, this is the tool you need to elevate your applications to the next level.
Download the Insights API Whitepaper for more details and head over to Charli for more information on the wealth of capital data available within the platform.
