Fundamental data tools

fundamental_data_tools

Functions:

Name	Description
`get_fundamentals`	Retrieve comprehensive fundamental data for a given ticker symbol.
`get_balance_sheet`	Retrieve balance sheet data for a given ticker symbol.
`get_cashflow`	Retrieve cash flow statement data for a given ticker symbol.
`get_income_statement`	Retrieve income statement data for a given ticker symbol.

get_fundamentals

get_fundamentals(ticker: str, curr_date: str) -> str

Retrieve comprehensive fundamental data for a given ticker symbol.

Parameters:

Name	Type	Description	Default
`ticker`	`str`	Ticker symbol of the company.	required
`curr_date`	`str`	Current trading date in YYYY-MM-DD format.	required

Returns:

Name	Type	Description
`str`	`str`	A formatted report containing comprehensive fundamental data.

Source code in src/tradingagents/agents/utils/fundamental_data_tools.py

@tool
def get_fundamentals(
    ticker: Annotated[str, "ticker symbol"],
    curr_date: Annotated[str, "current date you are trading at, yyyy-mm-dd"],
) -> str:
    """Retrieve comprehensive fundamental data for a given ticker symbol.

    Args:
        ticker (str): Ticker symbol of the company.
        curr_date (str): Current trading date in YYYY-MM-DD format.

    Returns:
        str: A formatted report containing comprehensive fundamental data.
    """
    return _get_fundamentals(ticker, curr_date)

get_balance_sheet

get_balance_sheet(ticker: str, freq: str = 'quarterly', curr_date: str | None = None) -> str

Retrieve balance sheet data for a given ticker symbol.

Parameters:

Name	Type	Description	Default
`ticker`	`str`	Ticker symbol of the company.	required
`freq`	`str`	Reporting frequency, either annual or quarterly. Defaults to "quarterly".	`'quarterly'`
`curr_date`	`str \| None`	Current trading date in YYYY-MM-DD format. Defaults to None.	`None`

Returns:

Name	Type	Description
`str`	`str`	A formatted report containing balance sheet data.

Source code in src/tradingagents/agents/utils/fundamental_data_tools.py

@tool
def get_balance_sheet(
    ticker: Annotated[str, "ticker symbol"],
    freq: Annotated[str, "reporting frequency: annual/quarterly"] = "quarterly",
    curr_date: Annotated[str | None, "current date you are trading at, yyyy-mm-dd"] = None,
) -> str:
    """Retrieve balance sheet data for a given ticker symbol.

    Args:
        ticker (str): Ticker symbol of the company.
        freq (str, optional): Reporting frequency, either annual or quarterly.
            Defaults to "quarterly".
        curr_date (str | None, optional): Current trading date in YYYY-MM-DD
            format. Defaults to None.

    Returns:
        str: A formatted report containing balance sheet data.
    """
    return _get_balance_sheet(ticker, freq, curr_date)

get_cashflow

get_cashflow(ticker: str, freq: str = 'quarterly', curr_date: str | None = None) -> str

Retrieve cash flow statement data for a given ticker symbol.

Parameters:

Name	Type	Description	Default
`ticker`	`str`	Ticker symbol of the company.	required
`freq`	`str`	Reporting frequency, either annual or quarterly. Defaults to "quarterly".	`'quarterly'`
`curr_date`	`str \| None`	Current trading date in YYYY-MM-DD format. Defaults to None.	`None`

Returns:

Name	Type	Description
`str`	`str`	A formatted report containing cash flow statement data.

Source code in src/tradingagents/agents/utils/fundamental_data_tools.py

@tool
def get_cashflow(
    ticker: Annotated[str, "ticker symbol"],
    freq: Annotated[str, "reporting frequency: annual/quarterly"] = "quarterly",
    curr_date: Annotated[str | None, "current date you are trading at, yyyy-mm-dd"] = None,
) -> str:
    """Retrieve cash flow statement data for a given ticker symbol.

    Args:
        ticker (str): Ticker symbol of the company.
        freq (str, optional): Reporting frequency, either annual or quarterly.
            Defaults to "quarterly".
        curr_date (str | None, optional): Current trading date in YYYY-MM-DD
            format. Defaults to None.

    Returns:
        str: A formatted report containing cash flow statement data.
    """
    return _get_cashflow(ticker, freq, curr_date)

get_income_statement

get_income_statement(ticker: str, freq: str = 'quarterly', curr_date: str | None = None) -> str

Retrieve income statement data for a given ticker symbol.

Parameters:

Name	Type	Description	Default
`ticker`	`str`	Ticker symbol of the company.	required
`freq`	`str`	Reporting frequency, either annual or quarterly. Defaults to "quarterly".	`'quarterly'`
`curr_date`	`str \| None`	Current trading date in YYYY-MM-DD format. Defaults to None.	`None`

Returns:

Name	Type	Description
`str`	`str`	A formatted report containing income statement data.

Source code in src/tradingagents/agents/utils/fundamental_data_tools.py

@tool
def get_income_statement(
    ticker: Annotated[str, "ticker symbol"],
    freq: Annotated[str, "reporting frequency: annual/quarterly"] = "quarterly",
    curr_date: Annotated[str | None, "current date you are trading at, yyyy-mm-dd"] = None,
) -> str:
    """Retrieve income statement data for a given ticker symbol.

    Args:
        ticker (str): Ticker symbol of the company.
        freq (str, optional): Reporting frequency, either annual or quarterly.
            Defaults to "quarterly".
        curr_date (str | None, optional): Current trading date in YYYY-MM-DD
            format. Defaults to None.

    Returns:
        str: A formatted report containing income statement data.
    """
    return _get_income_statement(ticker, freq, curr_date)

Fundamental data tools