Equities

Preview

Fundamentals, filings, estimates and quantitative analysis.

Equity tooling is read-only and oriented around primary sources: filings first, aggregated data second, commentary last.

Tools#

markets.quote(symbols): Delayed or real-time prices depending on entitlement, with the delay disclosed in the response.
markets.fundamentals(symbol, period): Income statement, balance sheet and cash-flow items, restatement-aware.
markets.filings(symbol, type, range): Regulatory filings with section-level retrieval and page provenance.
markets.estimates(symbol): Consensus estimates with dispersion and contributor count.
markets.ownership(symbol): Institutional and insider holdings as disclosed.
markets.timeseries(symbol, field, range): Historical series for quantitative work, point-in-time correct.

Analysis in code, not in prose#

Quantitative claims are computed in an execution environment and verified by recomputation. Numbers produced by narration are not accepted as results.

python

import polars as pl

f = pl.read_parquet(class="tok-str">"/work/fundamentals.parquet")

metrics = (
    f.with_columns([
        (pl.col(class="tok-str">"gross_profit") / pl.col(class="tok-str">"revenue")).alias(class="tok-str">"gross_margin"),
        (pl.col(class="tok-str">"fcf") / pl.col(class="tok-str">"revenue")).alias(class="tok-str">"fcf_margin"),
        (pl.col(class="tok-str">"revenue") / pl.col(class="tok-str">"revenue").shift(class="tok-num">4) - class="tok-num">1).alias(class="tok-str">"yoy_growth"),
    ])
    .select([class="tok-str">"period", class="tok-str">"gross_margin", class="tok-str">"fcf_margin", class="tok-str">"yoy_growth"])
    .tail(class="tok-num">8)
)
print(metrics)

Last updated 2026-09-08