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Stock financial statements and valuation

stock_financials
Read-onlyIdempotent

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker (dots allowed).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
seriesYes
tickerYes
summaryYes
provenanceYes

TDQS

A4.1/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare the tool as read-only and idempotent, so safety is covered. The description adds valuable context by disclosing the FolioFact Pro requirement and specifying the exact data returned (enterprise value, FCF/EV, OCF/EV yields), which goes beyond the annotations and helps the agent judge suitability.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, compact sentence that front-loads the core content (financial statements and valuation summary) and then notes the access requirement. Every phrase earns its place with no redundancy or fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity (one parameter), rich annotations (read-only, idempotent), presence of an output schema, and a description that lists both the data types and the Pro requirement, the description is fully sufficient for an agent to select and invoke the tool correctly. The output schema explains return values, so the description need not elaborate.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already covers 100% of parameter descriptions (ticker with 'dots allowed'). The description adds no additional parameter information, but since schema coverage is high, the baseline of 3 applies. The description's mention of data scope (yearly/quarterly) provides some contextual link to what the ticker parameter retrieves, but no new semantic detail.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly identifies the tool's function: providing financial statements (yearly and quarterly) and valuation summary metrics. This distinguishes it from sibling tools like stock_earnings (earnings data) and get_stock (basic stock info), making the purpose specific and unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage when one needs financial statements or valuation metrics, but it does not explicitly state when to use this tool over alternatives or provide exclusion criteria. The mention of 'Requires FolioFact Pro' is a prerequisite, not a usage guideline. No explicit alternatives are given.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.8/5.0
Disambiguation4/5

Most tools target distinct resources (funds, stocks, investors, insider transactions, pages). Slight overlap between get_fund (latest filing + investors) and fund_history (filing history) could cause minor confusion, but descriptions clarify the difference.

Naming Consistency2/5

Tool names mix styles: some use verb_noun (get_fund, fetch_page), some are noun phrases (fund_history, fund_holdings), and one is a bare verb (search). No consistent pattern or prefix.

Tool Count5/5

Eight tools is a well-scoped set for a financial data API, covering funds, holdings, investors, stocks, insider transactions, and site content without redundancy or bloat.

Completeness5/5

The surface covers the core lifecycle for a read-only investment data API: fund details, historical filings, current holdings, investor links, stock holders, insider feed, and cross-domain search. No obvious dead ends or missing operations for the stated domain.

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