SKILL.md
Analyzing Financials
Tools
| Tool | Returns |
|---|---|
getincomestatements |
Revenue, expenses, net income, EPS |
getbalancesheets |
Assets, liabilities, equity |
getcashflow_statements |
Operating/investing/financing flows |
getallfinancial_statements |
All three above (more efficient) |
getfinancialmetrics_snapshot |
Current P/E, market cap, dividend yield |
getfinancialmetrics |
Historical metrics over time |
getanalystestimates |
EPS forecasts |
getsegmentedrevenues |
Revenue by segment/geography |
Parameters
All tools require ticker. Most accept:
period:annual,quarterly, orttmlimit: Number of periods (default 10)reportperiodgte/reportperiodlte: Date filters (YYYY-MM-DD)
Examples
Input: "What's Apple's P/E ratio?"
get_financial_metrics_snapshot(ticker: "AAPL")
Output: Lead with the number: "Apple's P/E ratio is 28.5 based on TTM earnings."
Input: "How has NVDA's revenue grown?"
get_income_statements(ticker: "NVDA", period: "annual", limit: 4)
Output: Calculate YoY growth from the data: "NVIDIA's revenue grew 126% YoY to $60.9B in FY2024, up from $27.0B in FY2023."
Input: "Compare MSFT and GOOGL margins"
get_income_statements(ticker: "MSFT", period: "annual", limit: 1)
get_income_statements(ticker: "GOOGL", period: "annual", limit: 1)
Output: Calculate margins (operating_income / revenue), compare: "Microsoft's operating margin (44%) exceeds Google's (32%) by 12 percentage points."
Input: "Is Tesla financially healthy?"
get_all_financial_statements(ticker: "TSLA", period: "annual", limit: 2)
Output: Assess liquidity, debt, cash flow: "Tesla has $22B cash, $5B debt (0.2x debt-to-equity), and generated $4B free cash flow in FY2024."