Linking SimFin as a source
This source is currently in alpha. The interface and available tables may change.
The SimFin connector syncs standardized financial statements, derived ratios, daily share prices, shares outstanding, and company metadata for the stock tickers you choose into the PostHog Data warehouse, so you can analyze market and fundamentals data alongside your product data.
Prerequisites
You need a SimFin account with a confirmed e-mail address and an API key. A free account works, but historical depth, dataset access, and request rate limits depend on your SimFin plan.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking SimFin, you'll need:
- API key – find it in the SimFin app. Make sure you've confirmed your account e-mail first, or the API rejects every request.
- Tickers – a comma-separated list of the stock tickers to sync (e.g.
AAPL, MSFT, GOOG), up to 100.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
SimFin has no change cursor, so every table syncs as a full refresh. Each selected table costs one API request per configured ticker on every sync, and SimFin rate limits requests per second by plan tier, so prefer a modest ticker list and a daily sync schedule.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Tickers (comma-separated) | text | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
companies | Catalog of every company in the SimFin database (SimFin ID, ticker, name, ISIN, sector and industry). One row per company. Full refresh. | Full refresh | — | id |
company_details | Detailed company profile (market, fiscal-year end, employee count, business description) for each configured ticker. One row per company. Full refresh. | Full refresh | — | id |
income_statements | Standardized profit & loss statements for each configured ticker, all fiscal years and periods. One row per company, fiscal year and period. Full refresh. | Full refresh | — | id, fiscal_year, fiscal_period |
balance_sheets | Standardized balance sheets for each configured ticker, all fiscal years and periods. One row per company, fiscal year and period. Full refresh. | Full refresh | — | id, fiscal_year, fiscal_period |
cash_flow_statements | Standardized cash-flow statements for each configured ticker, all fiscal years and periods. One row per company, fiscal year and period. Full refresh. | Full refresh | — | id, fiscal_year, fiscal_period |
derived_ratios | Derived ratios and indicators (EBITDA, free cash flow, margins, per-share figures) for each configured ticker, all fiscal years and periods. Full refresh. | Full refresh | — | id, fiscal_year, fiscal_period |
share_prices | Daily share prices (split-adjusted) with volume and dividends for each configured ticker. One row per company and trading day. Full refresh. | Full refresh | — | id, date |
common_shares_outstanding | Point-in-time common shares outstanding for each configured ticker. One row per company and change date. Full refresh. | Full refresh | — | id, date |
weighted_shares_outstanding | Basic and diluted weighted shares outstanding per fiscal period for each configured ticker. One row per company, fiscal year and period. Full refresh. | Full refresh | — | id, date, fiscal_year, period |
Troubleshooting
- If you see an authentication error, your API key is invalid or your SimFin account e-mail isn't confirmed yet. Confirm the e-mail, check the key in the SimFin app, then reconnect.
- If you see a permissions error on a specific table, your SimFin plan doesn't include that dataset. Upgrade your plan or deselect the table.
- If a ticker returns no rows, it isn't in SimFin's database under that symbol. Look the company up in the
companiestable to find the ticker SimFin uses.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.