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JerBouma

Finance Toolkit

by JerBouma

profitability

Read-onlyIdempotent

Compute essential financial ratios such as gross margin, operating margin, net margin, ROE, ROA, ROIC, and ROCE for any ticker. Supports quarterly data and custom date ranges.

Instructions

Pre-computed profitability ratios (gross margin, operating margin, net margin, ROE, ROA, ROIC, ROCE). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date.

Available indicators: get_gross_margin, get_operating_margin, get_net_profit_margin, get_interest_coverage_ratio, get_income_before_tax_profit_margin, get_effective_tax_rate, get_return_on_assets, get_return_on_equity, get_return_on_invested_capital, get_return_on_capital_employed, get_return_on_tangible_assets, get_income_quality_ratio, get_net_income_per_ebt, get_free_cash_flow_operating_cash_flow_ratio, get_EBT_to_EBIT, get_EBIT_to_revenue, get_cash_tax_rate, get_tax_rate_divergence.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lagNoNumber of periods to lag when computing growth rates.
growthNoReturn period-over-period growth rates instead of absolute values.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-07-14
trailingNoTrailing window size in number of periods. Sums the raw values over the trailing N periods (e.g. trailing=4 on quarterly data gives a trailing-4-quarter / TTM-style sum) instead of returning one value per period.
indicatorYesName of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators.
quarterlyNoReturn quarterly data instead of annual when True.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-07-15
standardizeNoReturn the Z-Score (standard score) instead of the raw values, i.e. how many standard deviations each value is from the mean of its own series. When combined with growth=True, the growth values are standardized instead of the raw values.
show_columnsNoComma-separated names to filter the output. For historical data use the key names visible in any response record (e.g. 'Close,Volume,Return'). For financial statements use the 'metric' field values from the response (e.g. 'Revenue,Net Income,EBITDA'). Call the tool once without this parameter to see all available names, then repeat with show_columns to reduce response size and token usage.
benchmark_tickerNoTicker used as the market benchmark, e.g. 'SPY' or '^GSPC'.SPY
dividend_adjustedNoValue for dividend_adjusted.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

The description aligns with annotations (readOnlyHint, idempotentHint) by stating data is 'Pre-computed'. It adds useful context like requiring tickers and supporting quarterly vs annual data. No contradictions are present, and the description discloses the read-only nature and scope of the tool effectively.

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 front-loaded with the purpose and key usage hints. While the list of 18 indicators is lengthy, it is necessary for the agent to know available metrics. No redundant sentences; the structure is reasonably concise.

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?

Given the rich annotations (readOnlyHint, openWorldHint, idempotentHint), output schema, and 100% schema coverage, the description is sufficiently complete. It explains when to use the tool (instead of raw statements) and the key parameters (tickers, quarterly, dates). Advanced params like lag and growth are left to the schema, which is acceptable.

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 100%, so the baseline is 3. The description reinforces the tickers parameter with an example but does not add significant new meaning beyond the schema's descriptions. The indicator list is repeated from the enum, providing no extra depth.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it provides pre-computed profitability ratios like gross margin, ROE, etc. for given tickers. It distinguishes from raw financial statements but does not explicitly contrast with sibling tools like 'solvency' or 'efficiency', which have similar financial ratio outputs.

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

Usage Guidelines3/5

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

The description advises to 'Use instead of raw financial statements' and mentions quarterly=true and date range support. However, it does not provide explicit when-not-to-use or alternative tool recommendations, leaving the agent to infer from sibling names.

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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