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Glama

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Valuation and profitability

get_valuation_metrics
Read-onlyIdempotent

Returns, by fiscal period, margins, return on equity, assets and invested capital, free cash flow and its margin, debt to equity, market multiples at period end (price, market cap, P/E, P/B, EV/EBITDA, dividend yield) and two assumption-free reference values, the Graham number and net current asset value per share. Use this when the user asks what a company trades at or how profitable it is. An intrinsic value under stated assumptions comes from compute_dcf.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of periods, 1 to 40; defaults to 5, e.g. 8.
periodNoannual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly.annual
tickerYesTicker symbol or SEC CIK of the company, e.g. AAPL.
as_of_dateNoPoint-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
fiscal_yearNoFiscal year to return, four digits; omit for the most recent years, e.g. 2024.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes
_metaYesProvenance envelope — data lineage for every MCP response
periodYes
tickerYes
as_of_dateYes
periods_returnedYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed21 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns data with accepted_at on or before this date. Eliminates look-ahead bias for backtesting."New value: +"Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30."
    • changedInput schema / properties / fiscal_year / description
      Previous value: -"Fiscal year (YYYY). Omit to return most recent periods."New value: +"Fiscal year to return, four digits; omit for the most recent years, e.g. 2024."
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of periods to return (1–40). Defaults to 5."New value: +"Maximum number of periods, 1 to 40; defaults to 5, e.g. 8."
    • changedInput schema / properties / period / description
      Previous value: -"Filing period granularity. Annual uses 10-K; quarterly uses 10-Q."New value: +"annual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly."
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'."New value: +"Ticker symbol or SEC CIK of the company, e.g. AAPL."
    • removedOutput schema / properties / _meta / properties / cost_usd
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
      -  "properties": {
      -    "amount_usd": {
      -      "minimum": 0,
      -      "type": "number"
      -    },
      -    "basis": {
      -      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
      -      "enum": [
      -        "payg_charge",
      -        "payg_rate_card"
      -      ],
      -      "type": "string"
      -    },
      -    "billed": {
      -      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
      -      "type": "boolean"
      -    }
      -  },
      -  "required": [
      -    "amount_usd",
      -    "billed",
      -    "basis"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / data_plan
      Removed value: -{
      -  "description": "Access plan: sample | sp500 | pro | full",
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."New value: +"Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
    • removedOutput schema / properties / _meta / properties / last_updated
      Removed value: -{
      -  "description": "ISO timestamp when the snapshot was exported",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / latency_ms
      Removed value: -{
      -  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      -  "minimum": 0,
      -  "type": "integer"
      -}
    • removedOutput schema / properties / _meta / properties / limit_warnings
      Removed value: -{
      -  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
      -  "items": {
      -    "additionalProperties": true,
      -    "properties": {
      -      "code": {
      -        "const": "LIMIT_EXCEEDED",
      -        "type": "string"
      -      },
      -      "current_plan": {
      -        "type": "string"
      -      },
      -      "extensions": {
      -        "additionalProperties": {},
      -        "type": "object"
      -      },
      -      "limit_type": {
      -        "type": "string"
      -      },
      -      "limit_value": {},
      -      "remediation": {
      -        "additionalProperties": true,
      -        "properties": {
      -          "contact_sales": {
      -            "type": "string"
      -          },
      -          "default_action": {
      -            "type": "string"
      -          },
      -          "options": {
      -            "items": {
      -              "additionalProperties": {},
      -              "type": "object"
      -            },
      -            "type": "array"
      -          },
      -          "pricing_page": {
      -            "type": "string"
      -          }
      -        },
      -        "required": [
      -          "options",
      -          "default_action",
      -          "pricing_page",
      -          "contact_sales"
      -        ],
      -        "type": "object"
      -      },
      -      "requested_value": {},
      -      "returned_value": {},
      -      "subcode": {
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "code",
      -      "subcode",
      -      "limit_type",
      -      "current_plan",
      -      "remediation"
      -    ],
      -    "type": "object"
      -  },
      -  "type": "array"
      -}
    • removedOutput schema / properties / _meta / properties / payg_override
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
      -  "properties": {
      -    "amount_cents": {
      -      "type": "number"
      -    },
      -    "entity_scope_hash": {
      -      "type": "string"
      -    },
      -    "meter": {
      -      "type": "string"
      -    },
      -    "quote_id": {
      -      "type": "string"
      -    },
      -    "retry_token_hash": {
      -      "type": "string"
      -    },
      -    "ticker_count": {
      -      "type": "number"
      -    },
      -    "tool": {
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "quote_id",
      -    "tool",
      -    "meter",
      -    "amount_cents",
      -    "ticker_count",
      -    "entity_scope_hash",
      -    "retry_token_hash"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / rate_limit
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Caller's remaining budget",
      -  "properties": {
      -    "limit": {
      -      "type": "integer"
      -    },
      -    "remaining": {
      -      "type": "integer"
      -    },
      -    "reset_at": {
      -      "description": "ISO 8601 timestamp when the window resets",
      -      "type": "string"
      -    },
      -    "window": {
      -      "enum": [
      -        "minute",
      -        "hour"
      -      ],
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "limit",
      -    "remaining",
      -    "reset_at",
      -    "window"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / request_id
      Removed value: -{
      -  "description": "Per-request correlation id (8-char)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / schema_version
      Removed value: -{
      -  "description": "Parquet schema version from manifest.json",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / snapshot
      Removed value: -{
      -  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "data_plan",
      -  "schema_version",
      -  "snapshot",
      -  "last_updated",
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "source",
      +  "pit_safe"
      +]
    • removedOutput schema / properties / data / items / properties / metrics_display / description
      Removed value: -"The figure rendered exactly as it should be quoted in prose ($402.83B, 59.65%, $6.11). QUOTE THESE VERBATIM. Do not re-render the raw number in `metrics` yourself: a figure you reformat no longer matches the string Valuein can bind to its filing, so it is reported to the reader as unverified even though the underlying fact was sound."
  2. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
  3. Changed9 schema fields changed
    • removedOutput schema / properties / data / items / properties / dcf_model
      Removed value: -{
      -  "additionalProperties": false,
      -  "properties": {
      -    "dcf_value_per_share": {
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    },
      -    "ddm_value_per_share": {
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    },
      -    "fcf_base_per_share": {
      -      "description": "Pipeline DCF base earnings, PER-SHARE USD (from valuation.base_earnings). NOT the absolute total-company FCF base compute_dcf reports as `fcf_base_total_usd`.",
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    },
      -    "stage1_growth_rate": {
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    },
      -    "status": {
      -      "additionalProperties": false,
      -      "properties": {
      -        "detail": {
      -          "type": "string"
      -        },
      -        "reason": {
      -          "enum": [
      -            "INPUT_MISSING",
      -            "DENOMINATOR_NEGATIVE",
      -            "VALUATION_NOT_COMPUTED",
      -            "PIPELINE_NOT_AVAILABLE",
      -            "PRICE_NOT_AVAILABLE"
      -          ],
      -          "type": "string"
      -        }
      -      },
      -      "required": [
      -        "reason",
      -        "detail"
      -      ],
      -      "type": "object"
      -    },
      -    "terminal_growth_rate": {
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    },
      -    "wacc": {
      -      "type": [
      -        "number",
      -        "null"
      -      ]
      -    }
      -  },
      -  "required": [
      -    "wacc",
      -    "fcf_base_per_share",
      -    "stage1_growth_rate",
      -    "terminal_growth_rate",
      -    "dcf_value_per_share",
      -    "ddm_value_per_share"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / data / items / properties / null_reasons / additionalProperties / $ref
      Removed value: -"#/properties/data/items/properties/dcf_model/properties/status"
    • addedOutput schema / properties / data / items / properties / null_reasons / additionalProperties / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / null_reasons / additionalProperties / properties
      Added value: +{
      +  "detail": {
      +    "type": "string"
      +  },
      +  "reason": {
      +    "enum": [
      +      "INPUT_MISSING",
      +      "DENOMINATOR_NEGATIVE",
      +      "PIPELINE_NOT_AVAILABLE",
      +      "PRICE_NOT_AVAILABLE"
      +    ],
      +    "type": "string"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / null_reasons / additionalProperties / required
      Added value: +[
      +  "reason",
      +  "detail"
      +]
    • addedOutput schema / properties / data / items / properties / null_reasons / additionalProperties / type
      Added value: +"object"
    • addedOutput schema / properties / data / items / properties / reference_points
      Added value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "graham_number": {
      +      "additionalProperties": false,
      +      "description": "sqrt(22.5 * diluted EPS * book value per share). A parameter-free screening threshold, NOT an intrinsic-value estimate — it takes no assumptions about growth or discount rate.",
      +      "properties": {
      +        "unit": {
      +          "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +        },
      +        "value": {
      +          "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +        }
      +      },
      +      "required": [
      +        "value",
      +        "unit"
      +      ],
      +      "type": "object"
      +    },
      +    "ncav_per_share": {
      +      "additionalProperties": false,
      +      "description": "Graham net current asset value per share ((current assets − total liabilities) / diluted shares). A parameter-free liquidation-floor reference point, NOT an intrinsic-value estimate.",
      +      "properties": {
      +        "unit": {
      +          "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +        },
      +        "value": {
      +          "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +        }
      +      },
      +      "required": [
      +        "value",
      +        "unit"
      +      ],
      +      "type": "object"
      +    }
      +  },
      +  "required": [
      +    "graham_number",
      +    "ncav_per_share"
      +  ],
      +  "type": "object"
      +}
    • changedOutput schema / properties / data / items / required
      Previous value: -[
      -  "fiscal_year",
      -  "fiscal_period",
      -  "period_end",
      -  "accepted_at",
      -  "profitability",
      -  "cash_flow",
      -  "leverage",
      -  "valuation_multiples",
      -  "dcf_model"
      -]New value: +[
      +  "fiscal_year",
      +  "fiscal_period",
      +  "period_end",
      +  "accepted_at",
      +  "profitability",
      +  "cash_flow",
      +  "leverage",
      +  "valuation_multiples",
      +  "reference_points"
      +]
    • removedOutput schema / properties / dcf_pit
      Removed value: -{
      -  "description": "Present only when as_of_date is supplied. The DCF/DDM leg comes from valuation.parquet, which is filtered by created_at (the pipeline computation timestamp), NOT the SEC accepted_at — so even with an as_of_date cut the DCF figures are BEST-EFFORT point-in-time, not strictly look-ahead-free. The profitability/cash-flow/leverage legs ARE strictly PIT-safe (fact.parquet, accepted_at).",
      -  "enum": [
      -    "best_effort"
      -  ],
      -  "type": "string"
      -}
  4. Changed2 schema fields changed
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT"New value: +"Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'."
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"
  5. Changed1 schema field changed
    • addedOutput schema / properties / data / items / properties / metrics_display
      Added value: +{
      +  "additionalProperties": {
      +    "type": [
      +      "string",
      +      "null"
      +    ]
      +  },
      +  "description": "The figure rendered exactly as it should be quoted in prose ($402.83B, 59.65%, $6.11). QUOTE THESE VERBATIM. Do not re-render the raw number in `metrics` yourself: a figure you reformat no longer matches the string Valuein can bind to its filing, so it is reported to the reader as unverified even though the underlying fact was sound.",
      +  "type": "object"
      +}
  6. Changed33 schema fields changed
    • addedOutput schema / properties / _meta / properties / fundamentals_as_of
      Added value: +{
      +  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / price_as_of
      Added value: +{
      +  "description": "ISO timestamp when the price surfaces were last refreshed.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / current_price / description
      Added value: +"Period-end close for THIS fiscal period — NOT the current market price. Aligned to this row's period_end, so on a historical row it is a historical price. For the latest quote call get_stock_price; for current multiples call get_pit_valuation_ratios with as_of_date omitted."
    • removedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / $ref
      Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / description
      Added value: +"Dividend yield at this row's period_end — historical, not the current yield."
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / properties
      Added value: +{
      +  "unit": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +  },
      +  "value": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / required
      Added value: +[
      +  "value",
      +  "unit"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / type
      Added value: +"object"
    • removedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / $ref
      Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / description
      Added value: +"EV/EBITDA at this row's period_end — a historical multiple, not the current one."
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / properties
      Added value: +{
      +  "unit": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +  },
      +  "value": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / required
      Added value: +[
      +  "value",
      +  "unit"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / type
      Added value: +"object"
    • removedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / $ref
      Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / description
      Added value: +"Market cap at this row's period_end close — NOT the current market cap."
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / properties
      Added value: +{
      +  "unit": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +  },
      +  "value": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / required
      Added value: +[
      +  "value",
      +  "unit"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / type
      Added value: +"object"
    • removedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / $ref
      Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / description
      Added value: +"P/B at this row's period_end — a historical multiple, not the current one."
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / properties
      Added value: +{
      +  "unit": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +  },
      +  "value": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / required
      Added value: +[
      +  "value",
      +  "unit"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / type
      Added value: +"object"
    • removedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / $ref
      Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / additionalProperties
      Added value: +false
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / description
      Added value: +"P/E at this row's period_end — a historical multiple, not the current one."
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / properties
      Added value: +{
      +  "unit": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
      +  },
      +  "value": {
      +    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
      +  }
      +}
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / required
      Added value: +[
      +  "value",
      +  "unit"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / type
      Added value: +"object"
  7. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / cost_usd
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
      +  "properties": {
      +    "amount_usd": {
      +      "minimum": 0,
      +      "type": "number"
      +    },
      +    "basis": {
      +      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
      +      "enum": [
      +        "payg_charge",
      +        "payg_rate_card"
      +      ],
      +      "type": "string"
      +    },
      +    "billed": {
      +      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
      +      "type": "boolean"
      +    }
      +  },
      +  "required": [
      +    "amount_usd",
      +    "billed",
      +    "basis"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / latency_ms
      Added value: +{
      +  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      +  "minimum": 0,
      +  "type": "integer"
      +}
  8. Changed3 schema fields changed
    • changedOutput schema / properties / data / items / properties / dcf_model / properties / status / properties / reason / enum
      Previous value: -[
      -  "INPUT_MISSING",
      -  "DENOMINATOR_NEGATIVE",
      -  "VALUATION_NOT_COMPUTED",
      -  "PIPELINE_NOT_AVAILABLE"
      -]New value: +[
      +  "INPUT_MISSING",
      +  "DENOMINATOR_NEGATIVE",
      +  "VALUATION_NOT_COMPUTED",
      +  "PIPELINE_NOT_AVAILABLE",
      +  "PRICE_NOT_AVAILABLE"
      +]
    • addedOutput schema / properties / data / items / properties / valuation_multiples
      Added value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "current_price": {
      +      "additionalProperties": false,
      +      "properties": {
      +        "unit": {
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "value": {
      +          "type": [
      +            "number",
      +            "null"
      +          ]
      +        }
      +      },
      +      "required": [
      +        "value",
      +        "unit"
      +      ],
      +      "type": "object"
      +    },
      +    "dividend_yield": {
      +      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
      +    },
      +    "ev_ebitda": {
      +      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
      +    },
      +    "market_cap": {
      +      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
      +    },
      +    "pb_ratio": {
      +      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
      +    },
      +    "pe_ratio": {
      +      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
      +    }
      +  },
      +  "required": [
      +    "current_price",
      +    "market_cap",
      +    "pe_ratio",
      +    "pb_ratio",
      +    "ev_ebitda",
      +    "dividend_yield"
      +  ],
      +  "type": "object"
      +}
    • changedOutput schema / properties / data / items / required
      Previous value: -[
      -  "fiscal_year",
      -  "fiscal_period",
      -  "period_end",
      -  "accepted_at",
      -  "profitability",
      -  "cash_flow",
      -  "leverage",
      -  "dcf_model"
      -]New value: +[
      +  "fiscal_year",
      +  "fiscal_period",
      +  "period_end",
      +  "accepted_at",
      +  "profitability",
      +  "cash_flow",
      +  "leverage",
      +  "valuation_multiples",
      +  "dcf_model"
      +]
  9. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / pit_safe / description
      Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"
    • addedOutput schema / properties / dcf_pit
      Added value: +{
      +  "description": "Present only when as_of_date is supplied. The DCF/DDM leg comes from valuation.parquet, which is filtered by created_at (the pipeline computation timestamp), NOT the SEC accepted_at — so even with an as_of_date cut the DCF figures are BEST-EFFORT point-in-time, not strictly look-ahead-free. The profitability/cash-flow/leverage legs ARE strictly PIT-safe (fact.parquet, accepted_at).",
      +  "enum": [
      +    "best_effort"
      +  ],
      +  "type": "string"
      +}
  10. Changed5 schema fields changed
    • removedOutput schema / properties / data / items / properties / dcf_model / properties / fcf_base
      Removed value: -{
      -  "type": [
      -    "number",
      -    "null"
      -  ]
      -}
    • addedOutput schema / properties / data / items / properties / dcf_model / properties / fcf_base_per_share
      Added value: +{
      +  "description": "Pipeline DCF base earnings, PER-SHARE USD (from valuation.base_earnings). NOT the absolute total-company FCF base compute_dcf reports as `fcf_base_total_usd`.",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • changedOutput schema / properties / data / items / properties / dcf_model / required
      Previous value: -[
      -  "wacc",
      -  "fcf_base",
      -  "stage1_growth_rate",
      -  "terminal_growth_rate",
      -  "dcf_value_per_share",
      -  "ddm_value_per_share"
      -]New value: +[
      +  "wacc",
      +  "fcf_base_per_share",
      +  "stage1_growth_rate",
      +  "terminal_growth_rate",
      +  "dcf_value_per_share",
      +  "ddm_value_per_share"
      +]
    • addedOutput schema / properties / data / items / properties / metrics_availability
      Added value: +{
      +  "additionalProperties": {
      +    "description": "Explicit availability status. A real reported zero is 'available' with value 0 — never null. 'not_reported' = filing omitted it; 'not_mapped' = XBRL mapping uncertain; 'suppressed' = below confidence; 'error' = compute/retrieval failed.",
      +    "enum": [
      +      "available",
      +      "not_reported",
      +      "not_mapped",
      +      "suppressed",
      +      "error"
      +    ],
      +    "type": "string"
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / properties / data / items / properties / metrics_provenance
      Added value: +{
      +  "additionalProperties": {
      +    "additionalProperties": false,
      +    "description": "Provenance pointer: origin 'dataset' carries the SHA-256 fact_id + source filing; origin 'computed' carries the formula + the input fact_ids (verify with verify_fact_lineage).",
      +    "properties": {
      +      "accepted_at": {
      +        "type": "string"
      +      },
      +      "fact_id": {
      +        "type": "string"
      +      },
      +      "formula": {
      +        "type": "string"
      +      },
      +      "inputs": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "fact_id": {
      +              "type": "string"
      +            },
      +            "role": {
      +              "type": "string"
      +            },
      +            "value": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            }
      +          },
      +          "required": [
      +            "role"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "origin": {
      +        "enum": [
      +          "dataset",
      +          "computed"
      +        ],
      +        "type": "string"
      +      },
      +      "source_filing": {
      +        "type": "string"
      +      },
      +      "source_url": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "origin"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "object"
      +}
  11. Changed2 schema fields changed
    • addedOutput schema / properties / data / items / properties / dcf_model / properties / status
      Added value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "detail": {
      +      "type": "string"
      +    },
      +    "reason": {
      +      "enum": [
      +        "INPUT_MISSING",
      +        "DENOMINATOR_NEGATIVE",
      +        "VALUATION_NOT_COMPUTED",
      +        "PIPELINE_NOT_AVAILABLE"
      +      ],
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "reason",
      +    "detail"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / data / items / properties / null_reasons
      Added value: +{
      +  "additionalProperties": {
      +    "$ref": "#/properties/data/items/properties/dcf_model/properties/status"
      +  },
      +  "type": "object"
      +}
  12. Changed3 schema fields changed
    • addedOutput schema / properties / _meta / properties / payg_override / properties / entity_scope_hash
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / payg_override / properties / ticker_count
      Added value: +{
      +  "type": "number"
      +}
    • changedOutput schema / properties / _meta / properties / payg_override / required
      Previous value: -[
      -  "quote_id",
      -  "tool",
      -  "meter",
      -  "amount_cents",
      -  "retry_token_hash"
      -]New value: +[
      +  "quote_id",
      +  "tool",
      +  "meter",
      +  "amount_cents",
      +  "ticker_count",
      +  "entity_scope_hash",
      +  "retry_token_hash"
      +]
  13. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / payg_override
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
      +  "properties": {
      +    "amount_cents": {
      +      "type": "number"
      +    },
      +    "meter": {
      +      "type": "string"
      +    },
      +    "quote_id": {
      +      "type": "string"
      +    },
      +    "retry_token_hash": {
      +      "type": "string"
      +    },
      +    "tool": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "quote_id",
      +    "tool",
      +    "meter",
      +    "amount_cents",
      +    "retry_token_hash"
      +  ],
      +  "type": "object"
      +}
  14. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / limit_warnings
      Added value: +{
      +  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
      +  "items": {
      +    "additionalProperties": true,
      +    "properties": {
      +      "code": {
      +        "const": "LIMIT_EXCEEDED",
      +        "type": "string"
      +      },
      +      "current_plan": {
      +        "type": "string"
      +      },
      +      "extensions": {
      +        "additionalProperties": {},
      +        "type": "object"
      +      },
      +      "limit_type": {
      +        "type": "string"
      +      },
      +      "limit_value": {},
      +      "remediation": {
      +        "additionalProperties": true,
      +        "properties": {
      +          "contact_sales": {
      +            "type": "string"
      +          },
      +          "default_action": {
      +            "type": "string"
      +          },
      +          "options": {
      +            "items": {
      +              "additionalProperties": {},
      +              "type": "object"
      +            },
      +            "type": "array"
      +          },
      +          "pricing_page": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "options",
      +          "default_action",
      +          "pricing_page",
      +          "contact_sales"
      +        ],
      +        "type": "object"
      +      },
      +      "requested_value": {},
      +      "returned_value": {},
      +      "subcode": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "code",
      +      "subcode",
      +      "limit_type",
      +      "current_plan",
      +      "remediation"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
  15. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / truncation
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
      +  "properties": {
      +    "current_plan": {
      +      "type": "string"
      +    },
      +    "plan_limit": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "reason": {
      +      "enum": [
      +        "PLAN_LIMIT",
      +        "DATA_NOT_AVAILABLE",
      +        "FISCAL_YEAR_BOUNDARY_FILTER",
      +        "OTHER"
      +      ],
      +      "type": "string"
      +    },
      +    "requested": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "returned": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "upgrade_required_for": {
      +      "type": "string"
      +    },
      +    "upgrade_url": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "requested",
      +    "returned",
      +    "reason"
      +  ],
      +  "type": "object"
      +}
  16. Changed3 schema fields changed
    • addedOutput schema / properties / _meta / properties / data_quality
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Server-side invariants run on this response",
      +  "properties": {
      +    "notes": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    },
      +    "validation_failed": {
      +      "items": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "detail": {
      +            "type": "string"
      +          },
      +          "rule": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "rule",
      +          "detail"
      +        ],
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "validation_passed": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    }
      +  },
      +  "required": [
      +    "validation_passed",
      +    "validation_failed",
      +    "notes"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / rate_limit
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Caller's remaining budget",
      +  "properties": {
      +    "limit": {
      +      "type": "integer"
      +    },
      +    "remaining": {
      +      "type": "integer"
      +    },
      +    "reset_at": {
      +      "description": "ISO 8601 timestamp when the window resets",
      +      "type": "string"
      +    },
      +    "window": {
      +      "enum": [
      +        "minute",
      +        "hour"
      +      ],
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "limit",
      +    "remaining",
      +    "reset_at",
      +    "window"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / request_id
      Added value: +{
      +  "description": "Per-request correlation id (8-char)",
      +  "type": "string"
      +}
  17. Changed4 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns data with knowledge_at on or before this date. Eliminates look-ahead bias for backtesting."New value: +"Point-in-time date (YYYY-MM-DD). Only returns data with accepted_at on or before this date. Eliminates look-ahead bias for backtesting."
    • addedOutput schema / properties / data / items / properties / accepted_at
      Added value: +{
      +  "type": "string"
      +}
    • removedOutput schema / properties / data / items / properties / knowledge_at
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / data / items / required
      Previous value: -[
      -  "fiscal_year",
      -  "fiscal_period",
      -  "period_end",
      -  "knowledge_at",
      -  "profitability",
      -  "cash_flow",
      -  "leverage",
      -  "dcf_model"
      -]New value: +[
      +  "fiscal_year",
      +  "fiscal_period",
      +  "period_end",
      +  "accepted_at",
      +  "profitability",
      +  "cash_flow",
      +  "leverage",
      +  "dcf_model"
      +]
  18. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint and non-destructive behavior, so the safety profile is covered. The description adds genuine context beyond that: it labels the Graham number and NCAV as 'assumption-free reference values' and notes multiples are measured 'at period end', which clarifies interpretation. No mention of auth, rate limits, or stale-data behavior, but the annotation bar is met.

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

Conciseness4/5

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

Front-loaded with the return contents and then the usage trigger, so the most decision-relevant information leads. The first sentence is very dense with metric names, but each clause maps to a distinct data family rather than being filler.

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

Completeness4/5

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

With an output schema present and full annotation coverage, the description needn't explain return shape; it nonetheless enumerates the metric families, which aids tool selection. It also routes to compute_dcf for valuation-with-assumptions. Nothing an agent needs to invoke it correctly appears missing.

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?

Schema description coverage is 100%, so all five parameters (limit, period, ticker, as_of_date, fiscal_year) are documented with examples and ranges; baseline 3 applies. The description adds only light semantics via 'by fiscal period' and 'at period end', which map loosely to period/fiscal_year and as_of_date but give no format or edge-case detail beyond the schema.

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?

Opens with a specific verb and resource ('Returns, by fiscal period, margins, ROE, ROA, ROIC, FCF, debt-to-equity, market multiples...') and enumerates the metric families so an agent knows exactly what data comes back. It also distinguishes itself from compute_dcf, which handles assumption-based intrinsic value.

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

Usage Guidelines5/5

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

Gives an explicit trigger ('Use this when the user asks what a company trades at or how profitable it is') and names the alternative tool with the condition that selects it ('An intrinsic value under stated assumptions comes from compute_dcf'). No inference required.

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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