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balance_sheet

Retrieve balance sheet data for any company using its stock ticker. Choose annual or quarterly reports to access total assets, liabilities, equity, cash, debt, and more.

Instructions

Get balance sheet for a company.

Returns total assets, total liabilities, shareholder equity, cash, debt, inventory, receivables, and more.

Args: symbol: Stock ticker (e.g., RELIANCE, TCS, AAPL, MSFT) quarterly: If True, quarterly data. If False (default), annual.

Examples: balance_sheet("HDFCBANK") → HDFC Bank annual balance sheet balance_sheet("AAPL", quarterly=True) → Apple quarterly balance sheet

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYes
quarterlyNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

No annotations provided. The description implies a read-only data retrieval but does not disclose any behavioral traits such as data latency, required permissions, or limits. It is minimally adequate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with a brief summary, return items listed, an Args section, and examples. Every part serves a purpose with no redundant text.

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

Completeness5/5

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

Given the presence of an output schema, the description does not need to detail return values. It provides all necessary information for an agent to invoke the tool correctly, including parameter usage and example calls.

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

Parameters5/5

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

Both parameters are explained with examples and default values. The description adds significant meaning beyond the schema, clarifying that symbol is a stock ticker and quarterly controls annual vs quarterly data.

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 'Get balance sheet for a company' with a specific verb and resource. It lists the items returned and provides examples, distinguishing it from sibling tools like cash_flow and income_statement.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives. The description is self-contained but fails to mention that this is for balance sheet data only, not for other financial statements or ratios.

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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