"""Pydantic models for the Financial Statements tool."""
from typing import List, Literal, Dict
from pydantic import BaseModel, Field, ConfigDict
from agentic_investor.interfaces.tool import BaseToolInput
class FinancialStatementsInput(BaseToolInput):
"""Input schema for Financial Statements tool."""
model_config = ConfigDict(
json_schema_extra={
"examples": [
{
"ticker": "AAPL",
"statement_types": ["income"],
"frequency": "quarterly",
"max_periods": 8,
},
{
"ticker": "TSLA",
"statement_types": ["income", "balance", "cash"],
"frequency": "annual",
"max_periods": 4,
},
]
}
)
ticker: str = Field(description="Stock ticker symbol (e.g., AAPL, TSLA)")
statement_types: List[Literal["income", "balance", "cash"]] = Field(
default=["income"], description="Types of financial statements to retrieve"
)
frequency: Literal["quarterly", "annual"] = Field(
default="quarterly", description="Reporting frequency"
)
max_periods: int = Field(
default=8, description="Maximum number of periods to return", ge=1, le=20
)
class FinancialStatementsOutput(BaseModel):
"""Output schema for Financial Statements tool."""
model_config = ConfigDict(
json_schema_extra={
"examples": [
{
"statements": {
"income": "Date,Revenue,NetIncome\n2024-Q3,100000000,25000000\n",
"balance": "Date,TotalAssets,TotalLiabilities\n2024-Q3,500000000,200000000\n",
}
}
]
}
)
statements: Dict[str, str] = Field(
description="Dictionary mapping statement type to CSV formatted data"
)
