Search financial data
finance_searchSearch financial data and return an answer with an inline widget.
Covers stocks, macro, forex, crypto, commodities, earnings, technicals,
and related market questions. Pass the user's question in `query` without
rephrasing.
To screen a named watchlist or portfolio, call list_watchlists or
list_portfolios first, then pass the symbols here with filter criteria in
`query`.
Exclusive modes when a Deep Dive exists:
focus=ai + section=… → narrative section
focus=raw + source=… → thin data slice
focus=catalog → list available Deep Dives
Args:
query: The user's financial question
symbols: Optional ticker universe to screen (e.g. from list_watchlists)
section: Optional Deep Dive section (competition, valuation, thesis,
forecast, analyst_consensus, people, financials, earnings,
technicals, overview, moves, markets, flow, calendar, catalysts, odds)
or raw tapes: options, buzz, acceleration, heatmap, etf, bonds.
The ETF board is section=etf with no ticker. One fund's holdings
are section=etf plus that ticker. The bond board is section=bonds.
A TIPS yield labeled real is the real yield. A spread marked n/a
stays n/a. Do not use an option-adjusted spread as the page spread.
Thesis is section=thesis and opens /stock/T/thesis.
Business is section=competition (/stock/T/competition).
Price is /stock/T/overview; Large Moves on that tab are section=moves.
Forecast narrative is section=forecast (/stock/T/analysis).
Street targets and stance are section=analyst_consensus (/stock/T/valuation).
Dividends, buybacks, and the alignment / allocation boxes are
section=financials. There is no Capital section.
Buzz, social media, reddit, twitter, sentiment, or what people are
talking about MUST be section=buzz. Do not send those to news or
catalysts. Consumer sentiment and analyst sentiment are not Buzz.
Stocks accelerating, price acceleration, speeding up, or speeding
down MUST be section=acceleration. Do not send those to movers.
Revenue, earnings, and growth acceleration are not this board.
Advance/decline, names within 10% of the 52-week high or low, or
the market P/S, P/E, and P/FCF medians MUST be section=heatmap.
Do not send those to the sector treemap. One company's P/E is not
this row.
One name's options, realized vol, vola, call or put volume, or
call or put premium MUST be section=options. The 21-day realized
vol is a yearly rate that places the percentile strikes. A band
word compares today's session with the prior 20 sessions.
A press release, presentation, 10-Q, or 10-K for one ticker is
section=earnings, focus=raw, source=earnings_documents. That is
not the Earnings write-up.
Stocks Flow lines are Insiders, Politicians, Institutional, and
Large Holders. Pass those questions verbatim and do not set
section=flow. section=flow is only the Flow Deep Dive. Open,
Increase, Decrease, and Close are the four moves. A politician
Purchase is an Increase and a plain Sale is a Decrease; an
asterisk means the form did not say. Institutional ETFs and
Stocks are a listing. Latest, Largest, and Best are gone. Large
Holders is 13D and 13G. Do not invent a dollar value there.
focus: Optional exclusive mode: ai | raw | auto | catalog
source: Optional thin raw slice when focus=raw (comparison_peers,
price_targets, consensus, quote, key_financials,
earnings_documents, …)
strategy_id: Optional strategy UUID from list_strategies. When set,
this search is tagged on that strategy's activity.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| focus | No | ||
| query | Yes | ||
| source | No | ||
| section | No | ||
| symbols | No | ||
| strategy_id | No |