get_financial_statements
Get income statement, balance sheet, cash flow, and financial ratios from SEC 10-K and 10-Q filings. Analyze company performance with annual or quarterly data.
Instructions
Financial Statements | Income Statement | Balance Sheet | Cash Flow - Access comprehensive financial data from SEC 10-K (annual) and 10-Q (quarterly) filings. Get income statements, balance sheets, cash flow statements, and calculated financial ratios.
Available Data:
Income Statement: Revenue, gross profit, operating income, net income, EPS, EBITDA
Balance Sheet: Assets, liabilities, equity, cash, debt, working capital
Cash Flow: Operating cash flow, capital expenditures, free cash flow
Financial Ratios: Profitability, liquidity, leverage, and efficiency metrics
Financial Ratios Calculated:
Profitability: Gross margin, operating margin, net margin, ROA, ROE
Liquidity: Current ratio, quick ratio
Leverage: Debt-to-equity, debt-to-assets
Efficiency: Asset turnover
Use Cases:
"Get Apple's annual financial statements"
"Show me quarterly financials for Tesla"
"What is Microsoft's profit margin?"
"Compare balance sheets over 4 quarters"
"Calculate financial ratios for NVDA"
Returns: Complete financial statements, calculated ratios, period information, SEC filing links.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Number of periods to retrieve (default: 4 for quarterly, 3 for annual). Useful for trend analysis over time. Max: 10. | |
| symbol | Yes | Stock ticker symbol to get financial statements for (e.g., "AAPL", "TSLA"). Required. | |
| periodType | No | Type of financial period: "annual" = Annual reports (10-K), "quarterly" = Quarterly reports (10-Q). Default: "annual". | |
| includeRatios | No | When true, calculates and includes financial ratios: profitability (margins, ROA, ROE), liquidity (current, quick), leverage (debt ratios), efficiency (asset turnover). Default: true. |