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finance.company-profile

Retrieve a company's recent SEC filings, key financial fundamentals, and insider transactions using a stock ticker. Streamline equity research and due diligence.

Instructions

Company 360 by ticker — merges recent SEC filings + curated XBRL fundamentals (revenue, net income, EPS, assets) + recent insider (Form 4) transactions in one call. Equity research, due diligence, monitoring.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYesUS-listed ticker symbol.
formTypeNoOptional filings filter, e.g. "10-K".
Behavior2/5

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

With no annotations provided, the description carries the full burden. It discloses data sources but omits important behavioral traits such as rate limits, authentication requirements, data freshness, pagination, or error handling.

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

Conciseness5/5

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

The description is two sentences, front-loaded with the core function, and includes use cases. Every word adds value, with no redundancy.

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

Completeness2/5

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

Despite a clear overview, the description lacks details on output format, pagination, and data limits, which are critical for a tool merging multiple data sources. The absence of output schema heightens this gap.

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 coverage is 67% (ticker and formType described). The description adds no parameter details beyond the schema, so it meets the baseline for moderate coverage but does not enhance understanding.

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?

The description clearly states it provides a 'Company 360' that merges SEC filings, XBRL fundamentals, and insider transactions, distinguishing it from sibling tools like 'finance.sec-filings' and 'finance.insider-trades'.

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

Usage Guidelines4/5

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

The description lists use cases ('Equity research, due diligence, monitoring') and implies it is a comprehensive alternative to separate tools, but does not explicitly state when not to use it or compare to siblings.

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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