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longbridge

longbridge

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Financial Report

financial_report
Read-onlyIdempotent

Retrieve financial reports (income statement, balance sheet, cash flow) for any stock. Choose annual, semi-annual, or quarterly periods.

Instructions

Get financial reports (income statement, balance sheet, cash flow). kind: IS/BS/CF/ALL. report_type: af (annual), saf (semi-annual), q1/q2/q3, qf (quarterly full).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"
kindNoStatement kind: "IS" (income statement), "BS" (balance sheet), "CF" (cash flow), "ALL" (default)
report_typeNoReport period: "af" (annual), "saf" (semi-annual), "q1"/"q2"/"q3" (quarterly), "qf" (quarterly full)
Behavior3/5

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

Annotations already indicate readOnlyHint and idempotentHint, so the description's claim of 'Get' is consistent. It adds semantic detail but does not disclose additional behavioral traits beyond what annotations provide.

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 minimal—a single sentence plus abbreviation expansions—with no extraneous words, making it easy to parse.

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?

Given no output schema, the description does not explain the return format or additional constraints. For a tool with only 3 parameters and clear annotations, it is adequate but lacks depth.

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?

All parameters are described in the schema (100% coverage). The description adds value by expanding abbreviations (IS, BS, CF, etc.) and report type codes, clarifying meanings beyond 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 retrieves financial reports (income statement, balance sheet, cash flow) and specifies the key parameters (kind and report_type) with abbreviations, making the purpose unambiguous.

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?

The description provides no guidance on when to use this tool versus siblings like financial_report_latest or financial_statement, nor does it mention any prerequisites or use cases.

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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