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longbridge

longbridge

Official

Financial Statements

financial_statement
Read-onlyIdempotent

Retrieve financial statements (income, balance sheet, cash flow) for any security. Specify symbol, statement kind, and report period.

Instructions

Get financial statements (income statement, balance sheet, or cash flow) for a security. kind: IS/BS/CF/ALL. report: af (annual), saf (semi-annual), qf (quarterly full), q1/q2/q3.

Input Schema

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

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

Annotations already declare readOnlyHint and idempotentHint, indicating safe, idempotent reads. The description adds that it fetches data for a security, but does not exceed behavioral disclosure beyond annotations. No contradictions.

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?

Two sentences, no wasted words. Front-loaded with the core purpose, then enumeration of parameter options. Efficient and scannable.

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, and the description does not explain the return format or structure of financial statements. For a tool with moderate complexity (3 parameters, multiple options), more context on output would improve completeness.

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?

Input schema descriptions cover all three parameters (symbol, kind, report) comprehensively. The tool description reiterates the meaning of kind and report values, adding minimal extra insight beyond the schema. With 100% schema coverage, baseline is 3.

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 financial statements (income statement, balance sheet, cash flow) for a security, with explicit parameter values for kind and report. This is specific and distinct from siblings like financial_report and statement_export.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage by listing the types of statements and report periods, but does not provide explicit guidance on when to use this tool over alternatives (e.g., financial_report, statement_export). No when-not-to-use or context for selecting report options.

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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