Financials
financials⭐ Company FINANCIAL STATEMENTS — income / balance / cash-flow + auto-detected abnormality signals. Read ONE
company or COMPARE up to 8 (revenue, growth, margins, ROE, FCF…), on a clean normalized feed uniform across every
industry (banks, insurers, REITs).
🔴 To compare SEVERAL, pass them ALL in ONE call (tickers='TSLA.US,MSFT.US') — a single call aligns them on a
common basis+currency and costs a fraction of N calls. Pick ONE period (quarterly already carries YoY).
🎚 fields: leave EMPTY for the DIGEST (small default — headline + ratios + capital-return + signals; covers most
compares); set it for specific line items, a whole statement ('income'|'balance'|'cashflow'), or 'all'.
⏱ period = the window (5y / 2022 / 2022-2023 / 5q / 2024Q2), mapped to each fiscal year. 🌐 currency=USD (auto for
multi-company) converts totals at each period's date. 🗣 The digest carries a plain read (facts, not advice) and may
carry _notes (per-period comparability flags — the warning is FACT, each likely_causes is an inferred lead to VERIFY).
📏 LIMITS: ≤8 companies · ≤20 fields · ~4–5y history. A non-equity/unlisted entry → ok:false.
🔴 pulse(kind='asset') on a stock ALREADY embeds this digest — call financials only for a dedicated read/compare or a
specific fields/statement pull, not right after pulse(kind='asset').
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": {
"tickers": "<tickers>"
},
"name": "financials"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | OPTIONAL — the granularity dial. LEAVE EMPTY for the DIGEST (headline + ratios ROE/ROA/margins/debt/current/quick + capital-return dividends/buybacks + abnormality signals) — the safe default that already answers most reads/compares. Set it ONLY for a specific LINE ITEM the digest lacks. Comma-separated / a list. 🆕 EACH entry can be EITHER an exact key OR a plain-English description — the SERVER resolves it for you (no need to know the exact key, no separate resolver call): • exact key if you know it → used directly (fast): revenue, cost_of_revenue, gross_profit, operating_income, ebit, ebitda, net_income, total_assets, current_assets, cash, inventory, receivables, net_ppe, goodwill, intangibles, total_liabilities, current_debt, long_term_debt, total_debt, total_equity, retained_earnings, operating_cash_flow, free_cash_flow, capex, dividends_paid, buybacks, … (BANK/INSURANCE lines too). • don't know the key? just DESCRIBE the line — 🔴 in ENGLISH (translate first: ค่าความนิยม→'goodwill', 投資不動産→'investment properties') — e.g. 'construction in progress', 'held-to-maturity securities', 'accrued interest receivable'. Loose/approximate English is fine (the server matches meaning). • 'income' | 'balance' | 'cashflow' → that WHOLE statement · 'all' → every reported line (large). 🔴 If a term is AMBIGUOUS or NOT a financial-statement line, the tool returns `needs_confirmation` — follow its `_guide`/`note` (pick from candidates and re-call, or tell the user it's unavailable). Unreported-but-valid line → empty/`unavailable_fields`; state absences plainly, never fabricate. NOTE: ratios/multiples (ROE, P/E) live in the DIGEST, not here. | |
| period | No | OPTIONAL time selector, mapped to each company's FISCAL year. Forms: '5' or '5y' = last 5 years (default 5) · '2022' = that fiscal year · '2022-2023' = a range · '2020,2022' = specific years · '5q' = last 5 quarters · '2024Q2' = one quarter · 'quarterly' = latest quarters. History reaches ~4–5 years back — an older specific year may be unavailable (the server says so). | |
| context | No | OPTIONAL but RECOMMENDED — paste the user's FULL request VERBATIM (any language: 'ขอราคาผลไม้ apple', 'compare Apple and Microsoft stock'). The server uses it to disambiguate which candidate each `ticker` entity means (the apple COMPANY vs the fruit COMMODITY; which Samsung). One context per call, shared by all tickers here. | |
| tickers | Yes | 1–8 comma-separated COMMON-STOCK companies to read/compare financial statements for. EACH entry can be EITHER an exact Ava Advisor ticker ('AAPL.US', '2330.TW') — used directly — OR a bare symbol / company name ('AAPL', 'Apple', 'トヨタ') which the SERVER resolves for you (no separate lookup step). 🔴 If an entry is AMBIGUOUS (same name/symbol across markets or entities) or is NOT a company, the tool returns `needs_confirmation` — follow its `_guide`. NOT for ETF/commodity/bond/crypto — no company financials. | |
| currency | No | Convert ABSOLUTE totals to this currency (e.g. USD) at each period's date so cross-currency companies compare — margins/growth are currency-neutral anyway. A multi-company compare defaults to USD. |