Documentation Index
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pip install agno
export FINANCIAL_DATASETS_API_KEY=your_api_key_here
from agno.agent import Agent
from agno.tools.financial_datasets import FinancialDatasetsTools
agent = Agent(
name="Financial Data Agent",
tools=[FinancialDatasetsTools()],
description="You are a financial data specialist that helps analyze financial information for stocks and cryptocurrencies.",
instructions=[
"When given a financial query:",
"1. Use appropriate Financial Datasets methods based on the query type",
"2. Format financial data clearly and highlight key metrics",
"3. For financial statements, compare important metrics with previous periods when relevant",
"4. Calculate growth rates and trends when appropriate",
"5. Handle errors gracefully and provide meaningful feedback",
],
markdown=True,
show_tool_calls=True,
)
# Get the most recent income statement for Apple
agent.print_response("Get the most recent income statement for AAPL and highlight key metrics")
| Parameter | Type | Default | Description |
|---|---|---|---|
api_key | Optional[str] | None | Optional API key. If not provided, uses FINANCIAL_DATASETS_API_KEY environment variable |
enable_financial_statements | bool | True | Enable financial statement related functions (income statements, balance sheets, etc.) |
enable_company_info | bool | True | Enable company information related functions |
enable_market_data | bool | True | Enable market data related functions (stock prices, earnings, metrics) |
enable_ownership_data | bool | True | Enable ownership data related functions (insider trades, institutional ownership) |
enable_news | bool | True | Enable news related functions |
enable_sec_filings | bool | True | Enable SEC filings related functions |
enable_crypto | bool | True | Enable cryptocurrency related functions |
enable_search | bool | True | Enable search related functions |
| Function | Description |
|---|---|
get_income_statements(ticker: str, period: str = "annual", limit: int = 10) | Get income statements for a company with options for annual, quarterly, or trailing twelve months (ttm) periods |
get_balance_sheets(ticker: str, period: str = "annual", limit: int = 10) | Get balance sheets for a company with period options |
get_cash_flow_statements(ticker: str, period: str = "annual", limit: int = 10) | Get cash flow statements for a company |
get_company_info(ticker: str) | Get company information including business description, sector, and industry |
get_crypto_prices(symbol: str, interval: str = "1d", limit: int = 100) | Get cryptocurrency prices with configurable time intervals |
get_earnings(ticker: str, limit: int = 10) | Get earnings reports with EPS estimates, actuals, and revenue data |
get_financial_metrics(ticker: str) | Get key financial metrics and ratios for a company |
get_insider_trades(ticker: str, limit: int = 50) | Get data on insider buying and selling activity |
get_institutional_ownership(ticker: str) | Get information about institutional investors and their positions |
get_news(ticker: Optional[str] = None, limit: int = 50) | Get market news, optionally filtered by company |
get_stock_prices(ticker: str, interval: str = "1d", limit: int = 100) | Get historical stock prices with configurable time intervals |
search_tickers(query: str, limit: int = 10) | Search for stock tickers based on a query string |
get_sec_filings(ticker: str, form_type: Optional[str] = None, limit: int = 50) | Get SEC filings with optional filtering by form type (10-K, 10-Q, etc.) |
get_segmented_financials(ticker: str, period: str = "annual", limit: int = 10) | Get segmented financial data by product category and geographic region |
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