Basic Finance
This document provides API documentation for the Basic finance tools.
get_ticker_data(ticker: str) -> str
Get comprehensive report for ticker: overview, metrics, sector / industry valuation, performance, dates, analyst recommendations, and upgrades/downgrades.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
COMPANY OVERVIEW
Company Name NVIDIA Corporation
Sector Technology
Industry Semiconductors
Market Cap $4,552,889,204,736.00
Employees 36,000
Beta 2.10
KEY METRICS
Current Price $187.00
52-Week Range $86.62 - $187.35
Market Cap $4,552,889,204,736.00
Trailing P/E 52.23464
Forward P/E 45.38835
PEG Ratio 1.3256
Price/Book 45.47
Dividend Yield 0.02%
Short % of Float 0.93%
SECTOR AVERAGE VALUATION
Name Technology
P/E 42.71
Fwd P/E 27.82
PEG 2.02
P/S 7.73
P/B 10.49
P/C 27.5
P/FCF 41.56
EPS past 5Y 31.29%
EPS next 5Y 21.14%
Sales past 5Y 23.27%
INDUSTRY AVERAGE VALUATION
Name Semiconductors
P/E 48.83
Fwd P/E 27.23
PEG 1.55
P/S 14.57
P/B 12.29
P/C 35.66
P/FCF 56.29
EPS past 5Y 56.81%
EPS next 5Y 31.43%
Sales past 5Y 40.31%
PERFORMANCE METRICS
Return on Equity 109.42%
Return on Assets 53.09%
Profit Margin 52.41%
Operating Margin 60.84%
Debt to Equity 10.58
Current Ratio 4.21
ANALYST COVERAGE
Analyst Count 56
Mean Target $213.81
High Target $270.00
Low Target $100.00
Recommendation Strong_Buy
IMPORTANT DATES & ESTIMATES
Event Details
Earnings Date 2025-11-19
Earnings Estimate 1.14 - 1.34 (Avg: 1.24214)
Revenue Estimate 53,461,000,000 - 58,340,000,000 (Avg: 54,603,117,970)
RECENT ANALYST RECOMMENDATIONS
Period Strong Buy Buy Hold Sell Strong Sell
0m 11 48 4 1 0
-1m 11 47 6 1 0
-2m 11 48 6 1 0
-3m 12 47 6 1 0
RECENT UPGRADES/DOWNGRADES
Date Firm Change
2025-09-30 Keybanc Overweight → Overweight
2025-09-30 Citigroup Buy → Buy
2025-09-29 Jefferies Buy → Buy
2025-09-25 Barclays Overweight → Overweight
2025-09-23 DA Davidson Buy → Buy
Returns
str: A comprehensive report for the ticker.
get_financial_statements(ticker: str, statement_type: Literal["income", "balance", "cash"] = "income", frequency: Literal["quarterly", "annual"] = "quarterly") -> str
Get financial statements.
Parameters
ticker(str): The stock ticker symbol.statement_type(Literal["income", "balance", "cash"]): The type of financial statement to retrieve.frequency(Literal["quarterly", "annual"]): The frequency of the financial statement.
Sample Response
QUARTERLY INCOME STATEMENT FOR NVDA:
(Values in billions/millions USD)
Metric 2025-07-31 2025-04-30 2025-01-31 2024-10-31 2024-07-31 2024-01-31
Tax Effect Of Unusual Items $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Tax Rate For Calcs $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Normalized EBITDA $31.9B $22.6B $25.8B $22.9B $19.7B N/A
Total Unusual Items N/A N/A N/A N/A N/A $0.0M
Total Unusual Items Excluding Goodwill N/A N/A N/A N/A N/A $0.0M
Net Income From Continuing Operation Net Minority Interest $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Reconciled Depreciation $669.0M $611.0M $543.0M $478.0M $433.0M N/A
Reconciled Cost Of Revenue $12.9B $17.4B $10.6B $8.9B $7.5B N/A
EBITDA $31.9B $22.6B $25.8B $22.9B $19.7B N/A
EBIT $31.3B $22.0B $25.3B $22.4B $19.3B N/A
Net Interest Income $530.0M $452.0M $450.0M $411.0M $383.0M N/A
Interest Expense $62.0M $63.0M $61.0M $61.0M $61.0M N/A
Interest Income $592.0M $515.0M $511.0M $472.0M $444.0M N/A
Normalized Income $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income From Continuing And Discontinued Operation $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Total Expenses $18.3B $22.4B $15.3B $13.2B $11.4B N/A
Total Operating Income As Reported $28.4B $21.6B $24.0B $21.9B $18.6B N/A
Diluted Average Shares $24.5B $24.6B $24.7B $24.8B $24.8B N/A
Basic Average Shares $24.4B $24.4B $24.5B $24.5B $24.6B N/A
Diluted EPS $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Basic EPS $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Diluted NI Availto Com Stockholders $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Common Stockholders $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Including Noncontrolling Interests $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Continuous Operations $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Tax Provision $4.8B $3.1B $3.1B $3.0B $2.6B N/A
Pretax Income $31.2B $21.9B $25.2B $22.3B $19.2B N/A
Other Income Expense $2.2B $-180.0M $733.0M $36.0M $189.0M N/A
Other Non Operating Income Expenses $2.2B $-180.0M $733.0M $36.0M $189.0M N/A
Special Income Charges N/A N/A N/A N/A N/A $0.0M
Restructuring And Mergern Acquisition N/A N/A N/A N/A N/A $0.0M
Net Non Operating Interest Income Expense $530.0M $452.0M $450.0M $411.0M $383.0M N/A
Interest Expense Non Operating $62.0M $63.0M $61.0M $61.0M $61.0M N/A
Interest Income Non Operating $592.0M $515.0M $511.0M $472.0M $444.0M N/A
Operating Income $28.4B $21.6B $24.0B $21.9B $18.6B N/A
Operating Expense $5.4B $5.0B $4.7B $4.3B $3.9B N/A
Research And Development $4.3B $4.0B $3.7B $3.4B $3.1B N/A
Selling General And Administration $1.1B $1.0B $975.0M $897.0M $842.0M N/A
Gross Profit $33.9B $26.7B $28.7B $26.2B $22.6B N/A
Cost Of Revenue $12.9B $17.4B $10.6B $8.9B $7.5B N/A
Total Revenue $46.7B $44.1B $39.3B $35.1B $30.0B N/A
Operating Revenue $46.7B $44.1B $39.3B $35.1B $30.0B N/A
Returns
str: The financial statement data.
get_earnings_history(ticker: str) -> str
Get earnings history with estimates and surprises.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
EARNINGS HISTORY FOR NVDA:
Date EPS Est EPS Act Surprise Surprise %
2024-10-31 $0.75 $0.81 $0.06 0.1%
2025-01-31 $0.85 $0.89 $0.04 0.1%
2025-04-30 $0.75 $0.81 $0.06 0.1%
2025-07-31 $1.01 $1.05 $0.04 0.0%
Returns
str: The earnings history data.
get_price_history(ticker: str, period?: string, start_date?: string, end_date?: string) -> str
Get historical price data with optional technical indicators and risk metrics. Supports two modes:
- Period Mode (default): Returns comprehensive analysis with statistics, technical indicators, risk metrics, and pattern recognition
- Date Range Mode: Returns raw OCHLCV data for custom date ranges
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
ticker |
string | Yes | Stock ticker symbol (e.g., "AAPL", "NVDA") |
period |
string | No | Time period for analysis. Cannot be used with start_date/end_date. Valid values: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max. Default: 6mo |
start_date |
string | No | Start date in yyyy-mm-dd format. Requires end_date. Returns raw OCHLCV data only. |
end_date |
string | No | End date in yyyy-mm-dd format. Requires start_date. Returns raw OCHLCV data only. |
Sample Response (Period Mode)
PRICE HISTORY FOR NVDA (6mo):
===== TECHNICAL SIGNAL SUCCESS RATE =====
- RSI (14): 64.6/100 signals were successful (Upward movement followed RSI crosses above 30 in the past 250 days)
- MACD: 73.3/100 signals were successful (MACD crossed above signal line in past 250 days)
- Bollinger Bands: 58.0/100 signals were successful (Price crossed below lower Bollinger Band in past 250 days)
- Stochastic: 52.0/100 signals were successful (Stochastic %K crossed above %D in past 250 days)
===== TIME SERIES DIGEST =====
===== BASIC STATISTICS =====
- Period: 2025-04-01 to 2025-09-30
- Data Points: 126
- Mean Price: $123.45
- Std Dev: $18.32
- Min: $86.62
- Max: $187.35
- Latest Close: $186.84
===== TIME SERIES SUMMARY =====
- Overall Trend: Strong Uptrend
- Volatility: High (Std Dev > 15% of mean)
- Recent Momentum: Strong Positive
- Price Position: Near 6-month High
===== TECHNICAL INDICATORS =====
- RSI (14): 64.6 (Neutral, no clear divergence)
- MACD: 8.52 (Signal: 5.21, Histogram: 3.31) - Bullish
- Bollinger Bands: Price near upper band ($184.21)
- Stochastic %K/%D: 65.9/58.2 - Neutral
- ATR (14): 4.82 - High Volatility
- ADX: 42.3 - Strong Trend
===== RISK METRICS =====
- Sharpe Ratio: 1.82 (Excellent)
- Sortino Ratio: 2.45 (Excellent)
- Max Drawdown: -23.4%
- VaR (95%): -8.2%
- CVaR (95%): -12.1%
===== FIBONACCI RETRACEMENT =====
- Current Price: $186.84
- 0% (Low): $86.62
- 23.6%: $110.34
- 38.2%: $125.12
- 50.0%: $136.99
- 61.8%: $148.85
- 78.6%: $165.78
- 100% (High): $187.35
===== PATTERN RECOGNITION =====
- Current Patterns: No clear patterns detected
- Recent Historical Patterns: Double Bottom (2025-08), Bull Flag (2025-09)
===== RECENT DATA SAMPLE =====
Date Open High Low Close Volume
2025-09-24 176.23 179.45 175.89 178.92 45,234,567
2025-09-25 178.92 182.56 177.34 181.23 52,123,456
2025-09-26 181.23 184.12 179.45 182.78 48,567,890
2025-09-27 182.78 185.67 181.23 184.12 41,234,567
2025-09-30 184.12 187.35 183.45 186.84 55,678,901
Sample Response (Date Range Mode)
PRICE HISTORY FOR NVDA (2025-09-01 to 2025-09-10):
Date Open Close Volume Dividends Splits
2025-09-01 117.23 118.45 42,123,456 - -
2025-09-02 118.45 119.67 38,456,789 - -
2025-09-03 119.67 121.23 35,678,901 - -
2025-09-04 121.23 120.45 42,345,678 - -
2025-09-05 120.45 122.34 44,567,890 - -
2025-09-08 122.34 123.56 41,234,567 - -
2025-09-09 123.56 124.78 39,876,543 - -
2025-09-10 124.78 125.89 37,654,321 - -
Returns
str: Historical price data with optional technical analysis. Period mode returns a comprehensive digest with statistics, technical indicators, risk metrics, and pattern recognition. Date range mode returns raw OCHLCV data.
Notes
- Use period mode when you need AI-optimized analysis including technical indicators, risk metrics, and pattern recognition
- Use date range mode when you need raw price data for custom analysis or charting
- Period and date range parameters cannot be used together
- Recommended period for technical analysis:
3mo,6mo, or1y
get_ticker_news_tool(ticker: str) -> list[dict]
For getting financial news of a ticker.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
{
"date": "2025-09-30",
"title": "Nvidia stock high, Wolfspeed exits bankruptcy, Pfiezer drug prices",
"summary": "Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including Nvidia (NVDA) shares reaching a new intraday high, Wolfspeed's (WOLF) stock reaction to exiting Chapter 11 bankruptcy, and Pfizer (PFE) striking a deal with the Trump administration to lower drug prices. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute."
}
Returns
list[dict]: A list of dictionaries containing the news articles.