query-line-item

name

query-line-item

description

Look up a specific financial metric for a company and period. Returns the value with full provenance (verbatim quote, section reference, source file). Use this skill when the user asks "what was MSFT's FY2025 capex?", "how much did Amazon spend on PP&E?", "show me Google's revenue", or any question about a specific financial data point for a tracked company. The skill checks the extractions cache first and only invokes read-and-extract on a cache miss, so repeated queries are instant.

query-line-item

Purpose

This is the user-facing front door for data retrieval. Given a question about a specific metric for a specific company, it resolves the question, checks the extractions cache in the database, and returns the value with full provenance. If the value hasn't been extracted yet, it triggers the read-and-extract skill to fill the cache.

When to trigger

• "What was MSFT's FY2025 capex?"
• "How much did Amazon spend on property and equipment?"
• "Show me Google's revenue for the latest year"
• "What's Alibaba's operating cash flow?"
• Any question asking for a specific financial data point for a tracked company

Inputs

{
  "ticker": "MSFT",
  "metric": "capex",                    # natural language or canonical key
  "period": "FY2025"                    # optional, defaults to latest
}

The metric field can be a natural-language phrase ("capex", "capital expenditures") or a canonical key ("capital_expenditures"). Resolution uses the aliases array in metric_definitions to map from user phrases to canonical keys.

Outputs

{
  "ticker": "MSFT",
  "period": "2025-06-30",
  "metric_key": "capital_expenditures",
  "value": 88000,
  "value_text": "$88.0 billion",
  "unit": "USD_millions",
  "quote": "purchases of property and equipment were $88.0 billion",
  "section_ref": "Item 8 - Consolidated Statements of Cash Flows",
  "source_path": "data/_sources/MSFT/_raw/msft-20250630.htm",
  "sha256": "99d693f...",
  "cache_hit": true,
  "xbrl_anchor_match": true
}

Implementation

Lives in src/capex/query/line_items.py.

What this skill does NOT do

• No extraction. It calls read-and-extract on cache miss.
• No file I/O (beyond DB queries).
• No model calls (beyond triggering read-and-extract).