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longbridge

longbridge

Official

Financial Report

financial_report
Read-onlyIdempotent

Retrieve financial reports (income statement, balance sheet, cash flow) for a security. Specify symbol, statement kind, and report period: annual, semi-annual, or quarterly.

Instructions

Get financial reports for a symbol. report_type: annual or quarterly

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 declare readOnlyHint, idempotentHint, and openWorldHint as true. The description adds no additional behavioral context (e.g., permissions, rate limits), so it is adequate but unhelpful.

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 one sentence with a brief clarification, extremely concise and front-loaded with no wasted words.

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 the simple tool with 3 parameters fully described in the schema, the description is adequate but could mention the return format (e.g., financial statements) since there is no output schema.

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

Parameters2/5

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

Schema coverage is 100% with clear descriptions for all parameters. However, the description simplifies report_type to 'annual or quarterly', which is less accurate than the schema's 'af', 'saf', 'q1', etc., potentially misleading the agent.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states 'Get financial reports for a symbol', which is clear but lacks detail about the type of reports (income statement, balance sheet, etc.) and does not differentiate from sibling tools like 'statement_export' or 'filings'.

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 alternatives. It only mentions report_type but does not explain context or 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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