Fundamentals tools
fundamentals_toolsRead-onlyIdempotent
Company fundamentals: financial statements, metrics, growth, dividends, peers, screener, XBRL facts and price snapshots. Use it for a company's financials, ratios and growth, or to screen stocks. Pick one of its 22 operations in operation and pass its arguments in arguments.
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": {
"operation": "<operation>"
},
"name": "fundamentals_tools"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| arguments | No | The operation's own arguments, by the names its line gives. search_tools returns any operation's full inputSchema. | |
| operation | Yes | The operation to run. One line each: name(its arguments, * = required): what it does. fundamentals_all(ticker*, period, limit): All three financial statements (income, balance sheet, cash flow) for a ticker in one call (default quarterly, last 4) fundamentals_balance_sheets(ticker*, period, limit): SEC-reported balance sheets for a ticker: assets, liabilities and equity per period, quarterly or annual (default quarterly, last 8) fundamentals_cash_flow_statements(ticker*, period, limit): SEC EDGAR cash-flow statements for a ticker: operating, investing, and financing flows per period, quarterly or annual (default quarterly, last 8 periods) fundamentals_company_facts(ticker*): Static company profile for one ticker: sector, industry, CIK, exchange, market cap and employee count (employees; the source gives no as-of date) fundamentals_company_full(ticker*): One-call company snapshot: profile, latest fiscal year and quarter, trailing twelve months (income, cash flow with its operating bridge, ratios)... fundamentals_dividends(tickers*): Dividend profile per ticker: DPS, payout ratio, consecutive-growth streak and 10Y history; accepts comma-separated tickers fundamentals_full(ticker*): One-shot fundamentals bundle for a ticker, fetched in parallel fundamentals_growth(tickers*, limit): Growth metrics: YoY, 3Y CAGR, 5Y CAGR and margin trends; accepts comma-separated tickers for one-call bulk comparison fundamentals_historical(ticker*, statement_type, start_year, end_year, include_quarterly): Multi-decade historical financial statements for one ticker from SEC EDGAR fundamentals_income_statements(ticker*, period, limit): SEC-reported income statements (revenue to net income, EPS), quarterly, annual or TTM (default quarterly, last 8) fundamentals_metrics(ticker*, period, limit): Derived financial-metric rows per period for a ticker (P/E, ROE, margins, FCF yield, debt ratios), quarterly, annual... fundamentals_metrics_snapshot(ticker*): Latest fundamentals snapshot for a ticker in one call fundamentals_news(ticker*, limit, start_date, end_date): Curated news articles for one ticker from the fundamentals market-data feed, with start_date/end_date filtering (default 50) fundamentals_peers(ticker*, limit, min_relative_size): Same-industry comparables for a ticker (default 10): the company's GICS sub-industry among US exchange listings... fundamentals_price_snapshot(ticker*, asset_class): Latest quote for one ticker fundamentals_prices(ticker*, asset_class, interval, interval_multiplier, start_date, end_date, +1 more): Historical OHLCV bars for one ticker at second/minute/hour/day/week/month granularity... fundamentals_screener(sector, industry, roe_min_pct, roe_max_pct, roa_min_pct, net_margin_min_pct, +30 more): Multi-filter stock screener combining profitability (ROE, ROA, net margin), growth (revenue, EPS)... fundamentals_screener_presets(): Catalog of pre-built screener strategies: Aristocrats, Cash Cows, Value, Quality and more fundamentals_search(q*, limit): Fuzzy company lookup: resolves a free-text name or partial ticker to matching companies (default 10) fundamentals_tickers(is_sp500, sector, limit, page): Paged listing of the full covered ticker universe, filterable to S&P 500 membership or one sector... xbrl_concept_history(ticker*, concept*, taxonomy, unit, form, start, +4 more): One XBRL concept's as-reported history (period, value, SEC form, accession, filed date) from SEC EDGAR's live companyfacts document xbrl_concepts(ticker*, search, limit): Directory of every as-reported XBRL concept (us-gaap/dei/ifrs-full) a company has filed (unit(s), observation count and period coverage) from SEC EDGAR's live... |