Analyze P&L Trend
analyze_pl_trendDEFAULT P&L / Profit and Loss / T12 tool — runs the 12-month recap report (ProfitLossRecapMonth, report 45) and returns COMPUTED TEXT, not a file.
Use this for ANY general "show me / give me" P&L request: "show me
a P&L", "give me the profit and loss", "T12 for SCE", "trailing
12-month financials", "how has NOI moved", "which month did
expenses spike". This is the correct default — NOT
analyze_financials (single-period line-item detail) and NOT
analyze_noi (single aggregate NOI number).
DOWNLOAD REQUESTS — do NOT use this wrapper. When the user asks
for "the P&L in PDF / Excel / XLSX" or says "download the P&L",
call run_report(report_id=45, format='pdf'|'xlsx', ...)
instead. Rent Manager produces the formatted file natively; we
return a signed URL. Never call this wrapper and then synthesize
a PDF from the numbers — that produces an unauthorized,
differently-formatted document.
Output: a single COMBINED Income / Expenses / NOI series with one
column per month over the requested range (all requested parks rolled
into one statement, the way Rent Manager shows it natively), plus the
list of parks included. Issues one RM call regardless of park count.
To see a single park, scope with portfolio or property_ids.
Args: portfolio: Portfolio name or 3-letter prefix. property_ids: Comma-separated property IDs. start_date: MM/DD/YYYY. Defaults to Jan 1 of current year. end_date: MM/DD/YYYY. Defaults to today.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | No | ||
| portfolio | No | ||
| start_date | No | ||
| property_ids | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |