search_companies
Search for companies by name or ticker with intelligent fuzzy matching.
Handles partial names ("micro" -> Microsoft), typos, and variations.
Returns ticker, full name, CIK, and business description.
Best for: finding the right ticker before using other tools.
get_company_overview
Get comprehensive financial overview for a company in a single call.
Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns),
cash flow (OCF, FCF, yields), balance sheet (debt, equity, ratios), capital allocation (buybacks, shares outstanding, shareholder yield),
latest earnings insights, filing intelligence highlights, and company flags.
Latest snapshot only — use get_financials for multi-year trends, get_filing_intelligence for deep filing analysis, compare_companies for peer benchmarking.
Use search_companies first if unsure of the exact ticker.
get_financials
Get multi-period financial statements: income statement, balance sheet, and cash flow in one call.
Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years.
For qualitative analysis (risks, accounting quality, management tone), use get_filing_intelligence instead.
Use Cases:
- "Show me AAPL's financials" -> all statements
- "MSFT revenue trend 5 years" -> period="annual", years=5
- "Is Tesla's debt increasing?" -> statements=["balance"]
get_filing_intelligence
Triage layer for SEC filings — ranked signals with drill-down pointers to specific sections.
Returns severity-ranked findings across 5 passes (narrative, accounting, hidden liabilities, risk, segments)
for 10-K/10-Q filings, plus latest 8-K earnings release data (revenue, EPS, beat/miss, guidance).
Includes get_filing_section() hints for drilling into the raw filing text.
Use this to discover what's interesting, then get_filing_section() to read the actual content.
Pass-specific queries (saves tokens):
- Risks and threats? -> passes=["risk_landscape"]
- Accounting quality / red flags? -> passes=["accounting"]
- Management tone and strategy? -> passes=["narrative"]
- Off-balance-sheet exposure? -> passes=["hidden_liabilities"]
- Business segment breakdown? -> passes=["segments"]
- Latest earnings release? -> passes=["earnings"]
Use Cases:
- "What should I look at in Apple's latest filing?" -> get_filing_intelligence("AAPL", limit=1)
- "What risks does Tesla face?" -> get_filing_intelligence("TSLA", passes=["risk_landscape"])
- "Red flags for ENPH?" -> get_filing_intelligence("ENPH", passes=["accounting"])
- "How were NVDA's latest earnings?" -> get_filing_intelligence("NVDA", passes=["earnings"])
compare_companies
Compare a company against its peers with 70+ metrics, sector percentile rankings, and trends.
Returns side-by-side comparison with pre-computed relative strengths and weaknesses.
Peers auto-selected from same sector if custom_peers not specified.
Use Cases:
- "Compare AAPL vs MSFT" -> compare_companies("AAPL", custom_peers="MSFT")
- "How does NVDA stack up?" -> compare_companies("NVDA")
screen_companies
Screen companies by financial criteria. Find stocks matching metric thresholds.
Metric IDs: pe_ratio, pb_ratio, ev_ebitda, gross_margin, oper_margin, roe, roa, roic_v1, fcf_margin, debt_to_equity, etc.
Sectors: TECH, FIN, HLTH, CONS, INDU, ENER, UTIL, REAL, MATL, COMM, COND
Operators: gt (>), gte (>=), lt (<), lte (<=), eq (=), between
Use Cases:
- "High ROIC tech stocks" -> filters=[{metric_id:"roic_v1", operator:"gt", value:15}], sectors=["TECH"]
- "Undervalued industrials" -> filters=[{metric_id:"pe_ratio", operator:"lt", value:15}], sectors=["INDU"]