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Retrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health.
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Based on SOC occupation classification
Retrieves stock and cryptocurrency price data via Financial Datasets API. Use when asked about stock prices, crypto prices, historical prices, or price performance.
Extracts content from SEC filings (10-K, 10-Q, 8-K) via Financial Datasets API. Use when asked about risk factors, MD&A, business descriptions, or SEC filing content.
Workflow for multi-step financial research requiring multiple data sources. Use for company comparisons, due diligence, comprehensive analysis, or complex financial questions.
Retrieves insider trading data and company news via Financial Datasets API. Use when asked about insider buys/sells, Form 4 filings, executive transactions, or company news.
| name | analyzing-financials |
| description | Retrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health. |
| Tool | Returns |
|---|---|
get_income_statements | Revenue, expenses, net income, EPS |
get_balance_sheets | Assets, liabilities, equity |
get_cash_flow_statements | Operating/investing/financing flows |
get_all_financial_statements | All three above (more efficient) |
get_financial_metrics_snapshot | Current P/E, market cap, dividend yield |
get_financial_metrics | Historical metrics over time |
get_analyst_estimates | EPS forecasts |
get_segmented_revenues | Revenue by segment/geography |
All tools require ticker. Most accept:
period: annual, quarterly, or ttmlimit: Number of periods (default 10)report_period_gte/report_period_lte: Date filters (YYYY-MM-DD)Input: "What's Apple's P/E ratio?"
get_financial_metrics_snapshot(ticker: "AAPL")
Output: Lead with the number: "Apple's P/E ratio is 28.5 based on TTM earnings."
Input: "How has NVDA's revenue grown?"
get_income_statements(ticker: "NVDA", period: "annual", limit: 4)
Output: Calculate YoY growth from the data: "NVIDIA's revenue grew 126% YoY to $60.9B in FY2024, up from $27.0B in FY2023."
Input: "Compare MSFT and GOOGL margins"
get_income_statements(ticker: "MSFT", period: "annual", limit: 1)
get_income_statements(ticker: "GOOGL", period: "annual", limit: 1)
Output: Calculate margins (operating_income / revenue), compare: "Microsoft's operating margin (44%) exceeds Google's (32%) by 12 percentage points."
Input: "Is Tesla financially healthy?"
get_all_financial_statements(ticker: "TSLA", period: "annual", limit: 2)
Output: Assess liquidity, debt, cash flow: "Tesla has $22B cash, $5B debt (0.2x debt-to-equity), and generated $4B free cash flow in FY2024."