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longbridge

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Financial Report Snapshot

financial_report_snapshot
Read-onlyIdempotent

Get a financial report snapshot with text summary, actual vs forecast for revenue, EBIT, EPS, and financial ratios.

Instructions

Get financial report snapshot: report_desc (text summary), fo_revenue/fo_ebit/fo_eps (actual vs forecast with yoy/cmp), fr_* financial ratios (ROE, margins, assets, cash flow). report: qf/saf/af.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"
reportNoReport type: "qf" (quarterly), "saf" (semi-annual), "af" (annual)
fiscal_yearNoFiscal year, e.g. 2024
fiscal_periodNoFiscal period, e.g. "1" "2" "3" "4"
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint. Description adds context about returned fields but no additional behavioral details beyond what annotations imply.

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?

Single sentence with necessary details, but abbreviations may reduce clarity. Efficient and front-loaded.

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?

With no output schema, description lists output fields, which is helpful. However, lacks guidance on usage context relative to siblings and does not explain how to interpret the returned snapshot.

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?

Schema coverage is 100% and parameters are well-documented. Description briefly reiterates report types but adds minimal new meaning beyond schema descriptions.

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 clearly states it retrieves a financial report snapshot with specific fields (report_desc, fo_*, fr_*). It distinguishes from sibling tools like financial_report and financial_report_latest by indicating the snapshot format.

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 vs alternatives like financial_report or forecast_eps. Does not mention prerequisites, filters, or limitations.

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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