Financials: valuation, growth, profit, quarterly revenue trend
get_financialsA company's fundamentals from its SEC filings (10-Q/10-K): market cap, P/E, price/sales, dividend yield, 12-month revenue and net income with year-over-year growth (growing / flat / declining, accelerating or slowing), margins, free cash flow, cash, debt, cash runway, stock-based pay, and a quarter-by-quarter table of revenue, net income and EPS with YoY change for each quarter. Use for 'is revenue growing?', 'what's the P/E?', 'does it pay a dividend?', 'is it profitable?', 'show the last 8 quarters'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker, e.g. 'SOFI'. | |
| quarters | No | Quarters of history (4–12). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Caveats, data-quality notes, next steps. | |
| results | Yes | Structured results (rows or an object). | |
| sources | Yes | Links to official SEC filings / pages backing the answer. | |
| summary | Yes | Plain-language answer. Quote this, then cite sources. | |
| data_as_of | Yes | Latest SEC filing date included in the data (YYYY-MM-DD). | |
| disclaimer | No | Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation. |