Market data
Stock prices, trading volumes, and historical data from financial portals.
Secure browsers for financial data
Financial portals were not built for agents. Browserbase gives your fintech apps secure, isolated browsers to collect market data, download statements, and navigate banking portals reliably.
The Problem
Financial data lives behind logins
- Market data scattered across portals with no APIs.
- Bank statements locked behind MFA and session timeouts.
- Portfolio data siloed across multiple brokerages.
- Compliance documents buried in legacy dashboards.
- Automation blocked by bot detection on financial sites.
The Solution
How Browserbase handles financial portals
- Session persistence: stay logged in across runs with the Contexts API.
- Secure isolation: each browser session runs in its own sandboxed environment.
- File downloads: capture PDFs, CSVs, and statements.
- MFA handling: persist authentication state to skip repeated verification.
- Verified: reach protected financial portals with no extra configuration.
- Agent Identity: Web Bot Auth signs your agent's requests, so portals can verify it instead of guessing.
Financial data you can collect
Account statements
Bank statements, transaction history, and account balances as PDFs or structured data.
Portfolio holdings
Position data, asset allocations, and performance metrics across brokerages.
Compliance documents
SEC filings, regulatory reports, and audit documents from official sources.
Templates to get you started
Extract SEC Filing Data
Web Automation, Know Your Customer
Search SEC EDGAR by company name, ticker, or CIK and extract recent filing metadata including 10-K, 10-Q, and 8-K reports.
View Template
Download Financial Statements
Downloads
Navigate investor relations pages and download quarterly earnings reports as PDFs
View Template
Search Business Registries for KYC
Know Your Customer
Search business registries and extract registration details, NAICS codes, and ownership data
View TemplateFrequently Asked Questions
Is Browserbase secure enough for financial data?
Yes. Browserbase is SOC-2 Type II certified with full session isolation. Each browser runs in its own sandboxed environment, and you control what data is logged. We also offer self-hosted deployment for teams with strict compliance requirements.
How do I handle MFA on banking portals?
Use the Contexts API to persist authentication state across sessions. Complete MFA once, save the session context, and reuse it for subsequent runs. Your automation skips the MFA prompt as long as the session remains valid.
Can I download bank statements and PDFs?
Yes. Browserbase captures file downloads automatically. When your browser clicks a download link, the file is captured and made available via API. Works with PDFs, CSVs, Excel files, and any other download type.
How do I avoid getting blocked on financial sites?
Browserbase includes Verified access, which handles fingerprint management and residential proxies for you. Combined with session persistence and human-style navigation via the Stagehand® SDK, your automation reaches financial portals reliably. Agent Identity adds Web Bot Auth signed requests, so portals can verify your agent instead of guessing.
What financial portals can my agents access?
Browserbase works with any web-based portal. Teams use it to collect data from brokerage platforms, banking dashboards, market data providers, regulatory filing databases, and internal financial systems. If you can access it in a browser, you can automate it.
How does Browserbase compare to financial data APIs?
APIs are great when they exist and cover what you need. Browserbase fills the gaps: portals without APIs, data behind logins, documents that only exist as downloads. Many fintech teams use both, with Browserbase handling the sources that APIs can't reach.