Fundamentals Skills

Fundamentals skills pull company financials snapshots, side-by-side comparisons, point-in-time data, and analyst consensus. Most are backed by FMP; fundamentals.pit uses SEC filings for as-of-date accuracy.

Every result includes the provenance envelope. Point-in-time calls are essential when backtesting — using current fundamentals for a historical date is lookahead bias.

Skill summary

Skill ID	Tool name	Source	Runtime	Description
`fundamentals.get`	`fundamentals_get`	fmp	interactive	Full fundamentals snapshot for a ticker
`fundamentals.compare`	`fundamentals_compare`	fmp	interactive	Side-by-side fundamentals for multiple tickers
`fundamentals.pit`	`fundamentals_pit`	sec	interactive	Point-in-time fundamentals as of a date
`analyst.ratings`	`analyst_ratings`	archive-community	interactive	Analyst ratings + price targets

fundamentals.get

Returns a full fundamentals snapshot: valuation multiples, profitability ratios, growth rates, and balance-sheet summary. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`period`	string	no	`annual`	`annual` or `quarterly`
`statement`	string	no	`all`	`income`, `balance`, `cashflow`, `ratios`, or `all`
`as_of`	ISO date	no	latest	Snapshot date (uses most recent filing on or before)
`include_estimates`	bool	no	`false`	Include consensus estimates

Source: fmp Example

fundamentals_get({ "symbol": "MSFT", "period": "annual", "statement": "ratios" })

{
  "skill_id": "fundamentals.get",
  "data": {
    "symbol": "MSFT",
    "period": "annual",
    "as_of": "2025-06-30",
    "ratios": {
      "pe_ttm": 36.2, "forward_pe": 32.1, "peg": 2.4,
      "ps": 11.8, "pb": 9.1, "ev_ebitda": 24.3,
      "roe": 0.39, "roa": 0.18, "gross_margin": 0.69,
      "net_margin": 0.36, "debt_to_equity": 0.22
    }
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 2, "tier": "basic" }, "warnings": [] }
}

fundamentals.compare

Side-by-side fundamentals for up to 10 tickers. Returns the same fields as fundamentals.get but pivoted by symbol. Arguments

Name	Type	Required	Default	Description
`symbols`	string[]	yes	—	Tickers (max 10)
`period`	string	no	`annual`	`annual` or `quarterly`
`fields`	string[]	no	core set	Field names to include (e.g. `["pe_ttm","roe","gross_margin"]`)
`as_of`	ISO date	no	latest	Snapshot date

Source: fmp Example

fundamentals_compare({ "symbols": ["NVDA","AMD","INTC"], "fields": ["pe_ttm","roe","gross_margin","rev_growth_yoy"] })

{
  "skill_id": "fundamentals.compare",
  "data": {
    "as_of": "2025-06-30",
    "fields": ["pe_ttm","roe","gross_margin","rev_growth_yoy"],
    "rows": [
      { "symbol": "NVDA", "pe_ttm": 68.2, "roe": 0.91, "gross_margin": 0.75, "rev_growth_yoy": 2.08 },
      { "symbol": "AMD",  "pe_ttm": 152.4, "roe": 0.04, "gross_margin": 0.50, "rev_growth_yoy": 0.16 },
      { "symbol": "INTC", "pe_ttm": null,  "roe": -0.18, "gross_margin": 0.35, "rev_growth_yoy": -0.09 }
    ]
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 6, "tier": "basic" }, "warnings": ["INTC: pe_ttm null (negative earnings)"] }
}

fundamentals.pit

Point-in-time fundamentals — the values that were actually known on a given date. This is the lookahead-safe variant for backtests. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`as_of`	ISO date	yes	—	The date to snapshot (returns the most recent filing on or before)
`period`	string	no	`annual`	`annual` or `quarterly`
`statement`	string	no	`all`	`income`, `balance`, `cashflow`, `ratios`, or `all`
`filing_type`	string	no	`10-K,10-Q`	Restrict to specific filing types

Source: sec

Use fundamentals.pit (not fundamentals.get) whenever you’re computing something on historical dates. fundamentals.get with as_of returns the current values filtered by date, not the values known at that date.

Example

fundamentals_pit({ "symbol": "AAPL", "as_of": "2023-01-15", "statement": "income" })

{
  "skill_id": "fundamentals.pit",
  "data": {
    "symbol": "AAPL",
    "as_of": "2023-01-15",
    "filing_date": "2022-11-03",
    "filing_type": "10-K",
    "income": { "revenue": 394328000000, "net_income": 99803000000, "eps": 6.15 }
  },
  "provenance": { "source": "sec", "freshness": { "as_of": "2023-01-15T00:00:00Z", "lag_seconds": 0 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": [] }
}

analyst.ratings

Analyst consensus ratings, price targets, and recent rating actions. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`include_actions`	bool	no	`true`	Include recent upgrade/downgrade actions
`include_targets`	bool	no	`true`	Include price target distribution
`lookback_days`	int	no	`90`	How far back to include actions
`limit`	int	no	`20`	Max actions

Source: archive-community Example

analyst_ratings({ "symbol": "TSLA", "lookback_days": 30 })

{
  "skill_id": "analyst.ratings",
  "data": {
    "symbol": "TSLA",
    "consensus": { "rating": "Hold", "score": 2.8, "n_analysts": 38 },
    "price_target": { "mean": 218.40, "median": 215.00, "high": 310.00, "low": 85.00, "n": 38 },
    "actions": [
      { "date": "2025-06-24", "firm": "Morgan Stanley", "action": "downgrade", "from": "Overweight", "to": "Equal-Weight", "target": 250 },
      { "date": "2025-06-20", "firm": "Wedbush", "action": "maintain", "rating": "Outperform", "target": 275 }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T18:00:00Z", "lag_seconds": 7200 }, "cost": { "credits": 2, "tier": "free" }, "warnings": [] }
}

Next steps

Financials & Earnings Skills

Income statements, balance sheets, cash flow, transcripts, earnings calendars, dividends, splits.

Congress & Insider Skills

Congressional trades, late filings, insider Form 4 activity, and politician portfolios.

​Skill summary

​fundamentals.get

​fundamentals.compare

​fundamentals.pit

​analyst.ratings

​Next steps

Financials & Earnings Skills

Congress & Insider Skills

Skill summary

fundamentals.get

fundamentals.compare

fundamentals.pit

analyst.ratings

Next steps