Build a sourced company research snapshot or results review
company_snapshotOne-call company overview. Two views:
view="snapshot" (default): latest TTM SEC financials, ratios, earnings-quality indicators, valuation, recent 10-K/10-Q filings, and insider transactions. Valuation uses a Tiingo IEX or end-of-day price and can be unavailable without quote configuration. Each section reports availability independently.
view="results_review": a structured, unpublished review packet on the latest 10-Q or 10-K results — SEC XBRL results, comparable history, 1–5 peers you name in peerTickers (period-aligned), and changed MD&A/Risk Factors passages. If the user asks for a results review without naming peers, ask which companies to compare against rather than guessing. Missing or stale values are called out and never treated as zero; source filing identifiers are included. Research summary, not financial advice.
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": {
"ticker": "<ticker>"
},
"name": "company_snapshot"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| view | No | snapshot | |
| ticker | Yes | US ticker symbol | |
| peerTickers | No | Required for view=results_review: one to five distinct comparison companies, not including the subject ticker |