quant_models
Calculate financial models including WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, and intrinsic valuation for tickers. Supports quarterly data and custom date ranges.
Instructions
Pre-computed financial models (WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value/DCF). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Supports quarterly=true and start_date/end_date.
Available indicators: get_altman_z_score, get_dupont_analysis, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_gorden_growth_model, get_intrinsic_valuation, get_piotroski_score, get_present_value_of_growth_opportunities, get_weighted_average_cost_of_capital.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| indicator | Yes | Name of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators. | |
| tickers | No | Comma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'. | |
| start_date | No | Start of the date range in YYYY-MM-DD format. | 2021-06-22 |
| end_date | No | End of the date range in YYYY-MM-DD format. | 2026-06-21 |
| quarterly | No | Return quarterly data instead of annual when True. | |
| benchmark_ticker | No | Ticker used as the market benchmark, e.g. 'SPY' or '^GSPC'. | SPY |
| diluted | No | Value for diluted. | |
| rounding | No | Number of decimal places to round results to. | |
| growth | No | Return period-over-period growth rates instead of absolute values. | |
| lag | No | Number of periods to lag when computing growth rates. | |
| trailing | No | Number of trailing periods for rolling-window calculations. | |
| rate_of_return | No | Value for rate_of_return. | |
| growth_rate | No | Assumed constant growth rate as a decimal. | |
| project_periods | No | Value for project_periods. | |
| perpetual_growth_rate | No | Terminal (perpetual) growth rate used in DCF models. | |
| weighted_average_cost_of_capital | No | WACC as a decimal, e.g. 0.09 for 9 %. | |
| periods | No | Value for periods. | |
| cash_flow_type | No | Value for cash_flow_type. | Free Cash Flow |
| calculate_daily | No | Value for calculate_daily. | |
| include_dividends | No | Value for include_dividends. | |
| show_full_results | No | Value for show_full_results. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |