Compare two stocks over the same dates
smartfin_compare_two_stocksCompares two US-listed stocks or index ETFs on identical dates with the same money, on daily closing prices adjusted for stock splits with dividends reinvested, the way SmartFin's Compare Two Stocks page does. Returns, for each, the value of the starting amount and its total and yearly return, the worst fall with its dates and the months back to the high before it (or that it hasn't recovered), and, with monthly_amount, the whole holding (with_monthly: purchases made, money put in, value, and total return on the money put in) with that amount added once for each 1st of a month after the start date and on or before the end date, on the trading day nearest that 1st. Use when someone asks how two stocks or funds did against each other, e.g. "apple vs microsoft stock over 10 years" or "voo vs qqq since 2015". Do not use for one stock (use smartfin_calculate_investment_return), for ways of buying one stock (use smartfin_compare_investment_strategies), for future returns, or to say which to buy: it states both figures and never picks one. Limits: today's S&P 500 companies and major index ETFs only, prices in US dollars; both start on the same trading day, and when one stock's history starts later, both start then and the summary says so.
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": {
"first_ticker": "<first_ticker>",
"second_ticker": "<second_ticker>"
},
"name": "smartfin_compare_two_stocks"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| amount | No | Starting amount invested once in each, in US dollars. Default 1000 | |
| end_date | No | End date, YYYY-MM-DD; a weekend or holiday uses the nearest trading day. Omit for the latest close | |
| start_date | No | Start date, YYYY-MM-DD; a weekend or holiday uses the nearest trading day (the earlier on a tie). Omit for 10 years before the latest close | |
| first_ticker | Yes | Stock or ETF symbol, not a company name: AAPL not Apple. Covers 508 symbols: the S&P 500 companies plus the index ETFs SPY, VOO, IVV, QQQ, DIA, IWM, VTI. | |
| second_ticker | Yes | Stock or ETF symbol, not a company name: AAPL not Apple. Covers 508 symbols: the S&P 500 companies plus the index ETFs SPY, VOO, IVV, QQQ, DIA, IWM, VTI. | |
| monthly_amount | No | Optional amount added to each every month after the start, in US dollars. Default 0 |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cite | Yes | How to credit this result | |
| data | Yes | ||
| next | Yes | Suggested follow-up calls | |
| links | Yes | ||
| how_to | Yes | Steps for the user to see or redo this on smartfin.fyi | |
| source | Yes | ||
| summary | Yes | Plain-language result the assistant can quote |