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jon-fox

Agentic-Investor

by jon-fox

get_financial_statements

Retrieve detailed financial statements (income, balance, cash flow) for any public company. Supports quarterly or annual periods up to 20 quarters for deep fundamental analysis.

Instructions

Get detailed financial statements including income statements (revenue, expenses, net income, EPS), balance sheets (assets, liabilities, equity, cash, debt), and cash flow statements (operating cash flow, investing activities, financing activities, free cash flow). Supports both quarterly and annual reporting frequencies with up to 20 historical periods. Use this when asked about company financials, revenue trends, profitability, cash position, debt levels, financial health, accounting metrics, earnings quality, or fundamental analysis. Essential for DCF models, financial modeling, and deep-dive company research. Returns data in structured format with all line items. Example: "Show me AAPL's last 8 quarters of income statements" or "Get TSLA's annual balance sheets".

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
input_dataYes
Behavior3/5

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

Without annotations, the description discloses key behaviors: supports quarterly/annual frequencies, up to 20 periods, and returns structured data. It does not mention idempotency, error handling, or data source, but covers main aspects.

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 well-organized and front-loaded with the purpose. It lists many line items which adds verbosity but is helpful. Could be slightly more concise, but overall efficient.

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?

No output schema is provided, so the description should cover return format. It states 'structured format with all line items' which is vague but adequate with the examples. Given the tool's complexity, more detail could be added.

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?

The input schema already contains detailed descriptions and examples for each parameter. The description adds context by explaining what the returned data contains, but does not add new parameter-level meaning beyond what the schema provides.

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 it retrieves detailed financial statements, listing specific line items like income statements, balance sheets, and cash flow statements. It is distinct from sibling tools which focus on price history, options, or technical indicators.

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 explicitly states when to use the tool, e.g., 'when asked about company financials, revenue trends, profitability,' and provides example queries. It does not explicitly state when not to use, but the context is clear.

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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