get_company_financials
Get key financial figures for one company as a yearly series (revenue,
gross profit, operating income, net income, EPS, assets, equity, operating
cash flow, capex) plus latest_period, the freshest annual or quarterly
figures. US (NYSE, NASDAQ) and Nordic (HEL, STO). For line items use
get_financial_statement; for several companies, compare_companies.
Args:
company: Name or ticker, e.g. "Apple", "AAPL"; fuzzy matching.
years: Annual years in by_year (default 5, max 10).
market: "nordic" or "us"; omit to auto-detect.
period_type: "auto" (default; newest annual or quarterly),
"annual", "quarterly" (adds by_quarter) or "both"
(by_year plus by_quarter).
quarters: Quarters in by_quarter. Nordic: default 12, max 40. US:
default 8, max 20; US Q4 is derived as FY - (Q1+Q2+Q3) and flagged
derived: true.
year / quarter: Pin latest_period; quarter (1-4) forces
quarterly. These are the company's OWN fiscal year and quarter
(Apple's fiscal Q2 is January-March): check period_end.
Returns:
entity (if entity.ambiguous, confirm the company from
entity.candidates), by_year (cite its
_provenance.citation_markdown), latest_period and, when asked,
by_quarter plus quarterly_coverage. A pinned period with no data
gives latest_period.available = false with reason: "requested_period_not_available" and nearest_available: say so,
never present another period as the one asked. Surface
data_quality_warnings (Nordic PDF figure vs market-data conflicts).
conventions holds the rules for every market: US key names,
ratios in percent, outflows positive. A ratio's basis is
reported (company definition) or computed (Clarifo formula):
name it when quoting and never mix the two. by_quarter carries
operating_margin and yoy vs the same quarter a year earlier.
Chart: per the server "Charts" guidance (a line chart for a 3+ year trend); in ChatGPT call render_chart(source_tool="get_company_financials", source_args=, output="python").
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"company": "<company>"
},
"name": "get_company_financials"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| year | No | ||
| years | No | ||
| market | No | ||
| company | Yes | ||
| quarter | No | ||
| quarters | No | ||
| period_type | No | auto |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||