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JerBouma

Finance Toolkit

market_data

Read-onlyIdempotent

Retrieve raw financial data such as historical prices, income statements, balance sheets, and more. Select from over a dozen indicators to get the exact data you need.

Instructions

Raw financial data (historical prices, income statement, balance sheet, cash flow statement, company profile, quotes, analyst estimates, dividend/earnings calendars, statistics). Use this ONLY for raw data needs — for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead. Requires tickers='AAPL' — use comma-separated values for multiple tickers.

Available indicators: get_analyst_estimates, get_balance_sheet_statement, get_cash_flow_statement, get_dividend_calendar, get_earnings_calendar, get_historical_data, get_historical_statistics, get_income_statement, get_intraday_data, get_profile, get_quote, get_rating, get_revenue_geographic_segmentation, get_revenue_product_segmentation, get_statistics_statement, get_treasury_data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
indicatorYesName of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-06-22
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-06-21
quarterlyNoReturn quarterly data instead of annual when True.
benchmark_tickerNoTicker used as the market benchmark, e.g. 'SPY' or '^GSPC'.SPY
roundingNoNumber of decimal places to round results to.
growthNoReturn period-over-period growth rates instead of absolute values.
lagNoNumber of periods to lag when computing growth rates.
enforce_sourceNoValue for enforce_source.
trailingNoNumber of trailing periods for rolling-window calculations.
actual_datesNoValue for actual_dates.
periodNoObservation frequency, e.g. 'monthly', 'quarterly', or 'annual'.daily
return_columnNoValue for return_column.Adj Close
include_dividendsNoValue for include_dividends.
fill_nanNoValue for fill_nan.
show_ticker_seperationNoValue for show_ticker_seperation.
risk_free_rateNoValue for risk_free_rate.
divide_ohlc_byNoValue for divide_ohlc_by.
show_errorsNoValue for show_errors.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true, which the description does not contradict. The description adds that omitting indicator returns a list of available indicators and mentions the ticker format. However, it does not disclose behavior around failed requests, rate limits, or the impact of many optional parameters.

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?

The description is a single paragraph with a clear front-loaded structure: first sentence states purpose, second gives usage guidance, third mentions required parameters. However, the list of available indicators repeats the schema's enum, which is somewhat redundant but not excessive.

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

Completeness3/5

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

Given 20 parameters and numerous sibling tools, the description provides essential context about raw vs. computed data and the required indicator/tickers. It does not explain the interplay of parameters like quarterly, growth, or trailing, but the presence of a full input schema and output schema reduces the burden.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description provides extra context for the indicator parameter (behavior when omitted) and the tickers parameter (example format). This adds value beyond the schema, especially for the required parameters.

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 the tool provides 'raw financial data' and lists specific data types (historical prices, income statement, etc.). It distinguishes itself from sibling tools by saying 'for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead'. This makes the purpose unambiguous.

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 explicitly says 'Use this ONLY for raw data needs' and points to alternative dedicated tools for computed metrics. It also provides a required parameter example ('tickers='AAPL'') and notes that omitting indicator returns available list. However, it lacks more detailed when-not-to-use scenarios.

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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