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JerBouma

Finance Toolkit

ratios_efficiency

Read-onlyIdempotent

Calculate efficiency ratios like asset turnover, inventory turnover, and cash conversion cycle for one or multiple tickers, with options for quarterly data and custom date ranges.

Instructions

Pre-computed efficiency ratios (asset turnover, inventory turnover, days sales outstanding, days payable outstanding, cash conversion cycle). 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_days_of_inventory_outstanding, get_days_of_sales_outstanding, get_operating_cycle, get_days_of_accounts_payable_outstanding, get_cash_conversion_cycle, get_cash_conversion_efficiency, get_receivables_turnover, get_inventory_turnover_ratio, get_accounts_payables_turnover_ratio, get_sga_to_revenue_ratio, get_fixed_asset_turnover, get_asset_turnover_ratio, get_operating_ratio.

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
daysNoNumber of calendar days used in day-count-based calculations.
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.
trailingNoNumber of trailing periods for rolling-window calculations.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds detail about what the tool returns (pre-computed ratios) and lists available indicators, providing useful behavioral context without contradiction.

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 main purpose and includes a list of indicators. While the list repeats enum values from the schema, it is helpful. Could be slightly shortened, but remains clear and well-structured.

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?

The description covers most aspects, but there is a minor inconsistency: it says 'Requires tickers="AAPL"' implying tickers is required, yet the schema marks only indicator as required with tickers having a default. This could confuse. Output schema is present, so return values are documented elsewhere. Overall, good but not perfect.

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 parameters are well documented in the schema. The description adds value by providing usage examples (e.g., 'tickers="AAPL"'), mentioning comma-separated values, and listing indicators, which complements the schema.

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 pre-computed efficiency ratios, listing specific examples like asset turnover, inventory turnover, etc. The tool name includes 'efficiency' and siblings include other ratio categories, making distinction clear.

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 advises to use this tool instead of raw financial statements, and notes it requires tickers with comma-separated values. It mentions support for quarterly data and date ranges. However, it does not explicitly compare to sibling ratio tools or specify when not to use it.

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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