analyze_stock
One-call stock brief. filed holds fundamentals from SEC filings (TTM revenue and growth, gross and
operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income,
efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers
efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned,
net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value
per share with and without AOCI), each filing cited by accession in
sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance
input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of.
market holds delayed price, 52-week range, 50/200-day averages and RSI(14); derived holds market
cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be
computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive
observations, including any quarter whose tax rate or non-operating income moves net income. News
sentiment on Pro. Start here for "tell me about X".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Stock ticker, e.g. 'AAPL' |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||