Get Financial Statements

get_financial_statements

Pull standardized financial statements from Alpha Vantage's fundamentals endpoints — no PDF scraping, no data cleaning. Returns one JSON note keyed by statement type, each trimmed to the most recent ~4 annual + 4 quarterly periods.

Statement keys → Alpha Vantage endpoint:

• income → INCOME_STATEMENT
• balance → BALANCE_SHEET
• cash_flow → CASH_FLOW
• earnings → EARNINGS (annual + quarterly EPS, surprises)
• overview → OVERVIEW (description, sector, market cap, key ratios — flat)

Required environment

• ALPHA_VANTAGE_API_KEY — the same key stock-price uses.

Examples

{"thought": "get the 3 core statements for IBM", "tool": "get_financial_statements", "ticker": "IBM"}

{"thought": "I only need the balance sheet and overview for Apple", "tool": "get_financial_statements", "ticker": "AAPL", "statements": ["balance", "overview"]}

Notes & rate limits

• Free tier is tight: 25 requests/day, ~5/min, ~1 request/sec burst. Each statement type is one request — the default 3-statement call costs 3. A full peer-set comparison (3–5 companies) can exhaust the daily budget, so sequence calls deliberately; don't fan out across many tickers at once.
• The tool self-throttles (spaces successive requests ≥1s apart) and retries once on a throttle response, but it cannot raise the daily ceiling.
• AV fundamentals are less granular than dedicated providers — adequate for the core statements and trend analysis, not line-item-exhaustive.