Financial Analyst

Professional-grade financial analysis using historical market data and comprehensive financial metrics from the defeatbeta dataset.

Defaults

Unless the user specifies otherwise:

• Always call get_latest_data_update_date first — this is "today" for all relative time queries
• Default analysis: When given only a ticker (e.g., /defeatbeta-analyst AAPL), run Template 1: Quick Investment Screening
• ROIC and Equity Multiplier: Not applicable to banks/financial institutions — check sector in profile first
• Date format: "YYYY-MM-DD"
• Data limits: Price/valuation APIs return max 1000 rows — use date ranges for large datasets

Template Selection

Choose the template that best matches the user's request. Read analysis-templates.md for the full workflow of any template.

API Gotchas

REQUIRED: Before calling any API, read the relevant section in defeatbeta-api-reference.md to confirm the correct parameters and response schema.

1. Fiscal periods: Earnings transcripts use fiscal periods (may differ from calendar) — specify both fiscal_year and fiscal_quarter
2. SEC filing access: Must use sec_user_agent field value as User-Agent header when accessing SEC URLs (SEC blocks without it)

Rendering Financial Statements

When displaying results from get_stock_*_income_statement, get_stock_*_balance_sheet, or get_stock_*_cash_flow, you MUST follow these rules. The response contains a statement array where each row has label, indent, is_section, and values fields.

Rules:

1. Preserve row order — never reorder, skip, or merge rows
2. Indent — prefix each label with indent × 2 spaces (indent=0 → no prefix, indent=1 → 2 spaces, indent=2 → 4 spaces, etc.)
3. is_section=true — render the label in bold; this row is a section header and the rows immediately below it (with indent = this.indent + 1) are its children
4. is_section=false — render the label in normal weight
5. values[i] corresponds to periods[i]; null means data not available
6. Do NOT add calculated rows (e.g. margin %) that are not present in the data

Example — given these rows:

Correct rendered output:

Reference Documentation

Detailed step-by-step workflows (T1–T23) → analysis-templates.md

API parameters, response schemas, examples (60+ APIs) → defeatbeta-api-reference.md