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Stocklake — AI Stock Intelligence

Get Stock Financials

get_stock_financials
Read-onlyIdempotent

Raw financial statements - balance sheet, income statement, and cash flow line items. This is the underlying statement data itself, not a derived summary - for the forensic-accounting scores computed FROM these statements (Altman Z / Piotroski F / Beneish M), see get_stock()'s forensic_scores block instead.

Each returned statement is shaped {line_item_name: {period_end_iso: value}}

  • e.g. income_stmt["Total Revenue"]["2025-12-31"] - so a caller can compute its own trends/deltas/CAGRs, not just read the latest value. Values are in the company's reporting currency (financial_currency).

Tiers:

  • Free and guest: the LATEST fiscal year only. Every line item's {period_end: value} map has one entry and periods lists one date. All three statements and the statement filter work. period= "quarterly"/"both" returns that latest annual year with quarterly=null plus a pro_unlocks note (not an error). annual_periods_available says how many years Pro would return.

  • Pro: period="annual" (default) returns up to 5 fiscal years; some symbols return fewer. period="quarterly" returns up to roughly 7-8 of the most recent quarters. period="both" returns both blocks in one call.

~50-60 curated line items per statement (not a raw dump of every reported row): balance sheet structure (assets/liabilities/equity/debt/ working capital), income statement (revenue through EPS), and cash flow (operating/investing/financing, free cash flow, buybacks, stock-based comp). Coverage genuinely varies by symbol and sector - a bank has no "Inventory" line, a company with no buyback program has no "Repurchase Of Capital Stock" entry. A missing line item means it is not reported for this company, not a fetch error.

quarterly can come back null (with a quarterly_note) for a symbol whose real quarterly data isn't available. annual/quarterly can both be entirely absent (with a note) if this symbol hasn't yet been through the financials sync, or if it's not an equity (no data for ETFs/crypto/ forex/indices) - these states read the same for every tier.

For informational purposes only. Not financial advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNo'annual' (default; Pro: up to 5 fiscal years, free: the latest fiscal year), 'quarterly' (Pro: up to ~7-8 most recent quarters), or 'both' (Pro). Free/guest asking for 'quarterly' or 'both' gets the latest annual year plus a pro_unlocks note, not an error.annual
symbolYesStock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol.
statementNo'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' - restricts which statement(s) are returned.all

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedInput schema / properties / period / description
      Previous value: -"'annual' (up to 5 fiscal years, default), 'quarterly' (up to ~7-8 most recent quarters), or 'both'."New value: +"'annual' (default; Pro: up to 5 fiscal years, free: the latest fiscal year), 'quarterly' (Pro: up to ~7-8 most recent quarters), or 'both' (Pro). Free/guest asking for 'quarterly' or 'both' gets the latest annual year plus a pro_unlocks note, not an error."
    • changedInput schema / properties / statement / description
      Previous value: -"'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' — restricts which statement(s) are returned."New value: +"'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' - restricts which statement(s) are returned."
  2. Added

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