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gmoneyn

FinAgent

by gmoneyn

financial_data

Retrieve stock quotes, income statements, balance sheets, cash flows, analyst estimates, insider trades, and key ratios for any ticker. Choose annual or quarterly reporting periods with a configurable limit.

Instructions

Retrieve financial data for a stock ticker.

Args: ticker: Stock ticker symbol (e.g. "AAPL", "MSFT"). data_type: One of: quote, income_statement, balance_sheet, cash_flow, analyst_estimates, insider_trades, key_ratios. period: Reporting period — "annual" or "quarterly" (default "annual"). limit: Maximum number of periods to return (default 4).

Returns: JSON string with the requested data or an error object.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
periodNoannual
tickerYes
data_typeYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

With no annotations, the description carries the behavioral burden. It provides defaults, valid data_type values, and the return format (JSON string or error), but does not disclose side effects, authentication requirements, or error conditions beyond returning an error object.

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 a compact, well-organized docstring with a clear title, Args, and Returns sections. No filler or redundancy.

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?

The combination of parameter documentation, return type, and defaults fully describes the tool for an agent. The output schema handles detailed return structure, and the description covers the rest.

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?

With 0% schema coverage, the description fully explains each parameter: ticker with examples, data_type with allowed values, period with options, and limit with default. This adds substantial meaning beyond the bare 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?

Description explicitly states 'Retrieve financial data for a stock ticker' with a specific verb and resource, and the data_type options further clarify scope. This distinguishes it from the sibling market_news tool, which is for news.

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 clearly indicates this tool is for financial data retrieval, which differentiates it from market_news. However, it does not explicitly state when to use it versus alternatives or provide exclusions.

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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