get_advisors_for_company_in_transaction
ChatGPTReturns a list of advisor companies that provided advisory services to the specified company during a particular merger or acquisition transaction. Examples: Query: "Who advised S&P Global during their purchase of Kensho?" Function 1: get_mergers_from_identifiers(identifiers=["S&P Global"]) Function 1 returns all M&A's that involved S&P Global. Extract the <key_dev_id> from the response where S&P Global was the buyer and Kensho was the target. Function 2: get_advisors_for_company_in_transaction(identifier="S&P Global", transaction_id=<key_dev_id>) Query: "Which firms advised AAPL in transaction 67890?" Function: get_advisors_for_company_in_transaction(identifier="AAPL", transaction_id=67890)
get_analyst_recommendations_from_identifiers
ChatGPTGet analyst recommendations for a given company. Returns the current consensus analyst recommendation breakdown including buy, hold, sell counts and overall rating.
get_business_relationship_from_identifiers
ChatGPTGet the current and previous companies that have a specified business relationship with each of the provided identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - Results include both "current" (active) and "previous" (historical) relationships. Examples: Query: "Who are the current and previous suppliers of Intel?" Function: get_business_relationship_from_identifiers(identifiers=["Intel"], business_relationship="supplier") Query: "What are the borrowers of SPGI and JPM?" Function: get_business_relationship_from_identifiers(identifiers=["SPGI", "JPM"], business_relationship="borrower") Query: "Who are Dell's customers?" Function: get_business_relationship_from_identifiers(identifiers=["Dell"], business_relationship="customer")
get_capitalization_from_identifiers
ChatGPTGet the historical market cap, tev (Total Enterprise Value), or shares outstanding for a group of identifiers between inclusive start_date and inclusive end date. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - When requesting the most recent values, leave start_date and end_date null. - For annual data (e.g., "market cap in 2020", "FY2021 values"), use the full year range: start_date as January 1st and end_date as December 31st. - For "latest" or "current" values, always leave dates null to get the most recent data point. - Only specify date ranges when the user explicitly requests historical data over a specific period. Examples: Query: "What are the market caps of Visa and Mastercard?" Function: get_capitalization_from_identifiers(capitalization="market_cap", identifiers=["Visa", "Mastercard"], start_date=null, end_date=null) Query: "What was MDT's market cap in 2020?" Function: get_capitalization_from_identifiers(capitalization="market_cap", identifiers=["MDT"], start_date="2020-01-01", end_date="2020-12-31") Query: "Market cap trends for MSFT from Q1 2020 to Q3 2021" Function: get_capitalization_from_identifiers(capitalization="market_cap", identifiers=["MSFT"], start_date="2020-01-01", end_date="2021-09-30")
get_company_description_from_identifiers
ChatGPTGet detailed descriptions of companies, broken down into sections, which may include information about the company's Primary business, Segments (including Products and Services for each), Competition, Significant events, and History. Within the text, four spaces represent a new paragraph. Note that the description is divided into sections with headers, where each section has a new paragraph (four spaces) before and after the section header. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "Get detailed descriptions for Netflix and Disney" Function: get_company_description_from_identifiers(identifiers=["Netflix", "Disney"]) Query: "What are the detailed company descriptions for KO and PEP?" Function: get_company_description_from_identifiers(identifiers=["KO", "PEP"])
get_company_other_names_from_identifiers
ChatGPTGiven a list of identifiers, fetch the alternate, historical, and native names associated with each identifier. Alternate names are additional names a company might go by (for example, Hewlett-Packard Company also goes by the name HP). Historical names are previous names for the company if it has changed over time. Native names are primary non-Latin character native names for global companies, including languages such as Arabic, Russian, Greek, Japanese, etc. This also includes limited history on native name changes. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "What are the alternate names for Meta and Alphabet?" Function: get_company_other_names_from_identifiers(identifiers=["Meta", "Alphabet"]) Query: "Get other names for NSRGY" Function: get_company_other_names_from_identifiers(identifiers=["NSRGY"])
get_company_summary_from_identifiers
ChatGPTGet one paragraph summary/short descriptions of companies, including information about the company's primary business, products and services offered and their applications, business segment details, client/customer groups served, geographic markets served, distribution channels, strategic alliances/partnerships, founded/incorporated year, latest former name, and headquarters and additional offices. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "Give me summaries of Tesla and General Motors" Function: get_company_summary_from_identifiers(identifiers=["Tesla", "General Motors"]) Query: "What are the summaries for F and STLA?" Function: get_company_summary_from_identifiers(identifiers=["F", "STLA"])
get_competitors_from_identifiers
ChatGPTRetrieves a list of company_id and company_name that are competitors for a list of companies, filtered by the source of the competitor information. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - Available competitor sources: all, filing (from SEC filings), key_dev (from key developments), contact (from contact relationships), third_party (from third-party sources), self_identified (self-identified), named_by_competitor (from competitor's perspective) Examples: Query: "Who are Microsoft's competitors from SEC filings?" Function: get_competitors_from_identifiers(identifiers=["Microsoft"], competitor_source="filing") Query: "Get all competitors of AAPL and GOOGL" Function: get_competitors_from_identifiers(identifiers=["AAPL", "GOOGL"], competitor_source="all")
get_consensus_estimates_from_identifiers
ChatGPTGet consensus analyst estimates (EPS, Revenue, EBITDA, etc.) for a given identifier. Returns statistical aggregates including high, low, mean, median, and number of estimates. When periods have ended, actual reported values are also returned.
get_consensus_target_price_from_identifiers
ChatGPTGet consensus target price estimates for a given company. Returns the current consensus analyst target price including high, low, mean, and median values.
get_cusip_from_identifiers
ChatGPTGet the CUSIPs for a group of identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "What is the CUSIP for Humana?" Function: get_cusip_from_identifiers(identifiers=["Humana"]) Query: "Get CUSIPs for ATO and DTE" Function: get_cusip_from_identifiers(identifiers=["ATO", "DTE"])
get_earnings_from_identifiers
ChatGPTGet all earnings calls for a list of identifiers. Returns a list of dictionaries with 'name' (str), 'key_dev_id' (int), and 'datetime' (str in ISO 8601 format with UTC timezone) attributes for each identifier. - Use get_latest_earnings_from_identifiers to get only the most recent earnings - Use get_next_earnings_from_identifiers to get only the next upcoming earnings - To fetch the full transcript, call get_transcript_from_key_dev_id with the key_dev_id Examples: Query: "Get all earnings calls for Microsoft" Function: get_earnings_from_identifiers(identifiers=["Microsoft"]) Query: "Get earnings for CRM and ORCL" Function: get_earnings_from_identifiers(identifiers=["CRM", "ORCL"])
get_financial_auditors_from_identifiers
ChatGPTGet the financial auditors for a list of companies, grouped by period. Each period lists the auditor company name and auditor company ID. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - To fetch all available auditor history, leave all time parameters as null. - Use start_year and end_year to filter the date range. - Set calendar_type based on how the query references the time period—use "fiscal" for fiscal year references and "calendar" for calendar year references. calendar_type controls which year system start_year and end_year apply to. - When calendar_type=None, it defaults to 'fiscal'. Examples: Query: "Who are the auditors for S&P Global?" Function: get_financial_auditors_from_identifiers(identifiers=["S&P Global"]) Query: "Get the financial auditors for Apple and Microsoft from 2020 to 2023" Function: get_financial_auditors_from_identifiers(identifiers=["Apple", "Microsoft"], start_year=2020, end_year=2023) Query: "Who has audited Tesla since fiscal year 2020?" Function: get_financial_auditors_from_identifiers(identifiers=["Tesla"], calendar_type="fiscal", start_year=2020) Query: "Get auditors for WMT for calendar years 2019 to 2021" Function: get_financial_auditors_from_identifiers(identifiers=["WMT"], calendar_type="calendar", start_year=2019, end_year=2021)
get_financial_line_item_from_identifiers
ChatGPTGet the financial line item associated with a list of identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - To fetch the most recent value, leave all time parameters as null. - Line item names are case-insensitive, use underscores, and support common aliases (e.g., 'revenue' and 'normal_revenue' return the same data). - To filter by time, use either absolute time (start_year, end_year, start_quarter, end_quarter) OR relative time (num_periods, num_periods_back)—but not both. - Set calendar_type based on how the query references the time period—use "fiscal" for fiscal year references and "calendar" for calendar year references. - When calendar_type=None, it defaults to 'fiscal'. - Exception: with multiple identifiers and absolute time, calendar_type=None defaults to 'calendar' for cross-company comparability; calendar_type='fiscal' returns fiscal data but should not be compared across companies since fiscal years have different end dates. Examples: Query: "Get MSFT and AAPL revenue and gross profit quarterly" Function: get_financial_line_item_from_identifiers(line_item="revenue", identifiers=["MSFT", "AAPL"], period_type="quarterly") Function: get_financial_line_item_from_identifiers(line_item="gross_profit", identifiers=["MSFT", "AAPL"], period_type="quarterly") Query: "General Electric's ebt excluding unusual items for FY2023" Function: get_financial_line_item_from_identifiers(line_item="ebt_excluding_unusual_items", identifiers=["General Electric"], period_type="annual", calendar_type="fiscal", start_year=2023, end_year=2023) Query: "What is the most recent three quarters except one ppe for Exxon and Hasbro?" Function: get_financial_line_item_from_identifiers(line_item="ppe", period_type="quarterly", num_periods=2, num_periods_back=1, identifiers=["Exxon", "Hasbro"]) Query: "What are the ytd operating income values for Hilton for the calendar year 2022?" Function: get_financial_line_item_from_identifiers(line_item="operating_income", period_type="ytd", calendar_type="calendar", start_year=2022, end_year=2022, identifiers=["Hilton"]) Query: "Compare AAPL and MSFT revenue for 2023" Function: get_financial_line_item_from_identifiers(line_item="revenue", identifiers=["AAPL", "MSFT"], period_type="annual", calendar_type="calendar", start_year=2023, end_year=2023) Note: This tool automatically includes explanatory notes about data sources, fiscal period warnings, and terminology guidelines.
get_financial_statement_from_identifiers
ChatGPTGet a financial statement (balance_sheet, income_statement, or cashflow) for a group of identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - To fetch the most recent statement, leave all time parameters as null. - To filter by time, use either absolute time (start_year, end_year, start_quarter, end_quarter) OR relative time (num_periods, num_periods_back)—but not both. - Set calendar_type based on how the query references the time period—use "fiscal" for fiscal year references and "calendar" for calendar year references. - When calendar_type=None, it defaults to 'fiscal'. - Exception: with multiple identifiers and absolute time, calendar_type=None defaults to 'calendar' for cross-company comparability; calendar_type='fiscal' returns fiscal data but should not be compared across companies since fiscal years have different end dates. Examples: Query: "Fetch the balance sheets of Bank of America and Goldman Sachs for 2024" Function: get_financial_statement_from_identifiers(identifiers=["Bank of America", "Goldman Sachs"], statement="balance_sheet", period_type="annual", start_year=2024, end_year=2024) Query: "Get income statements for NEE and DUK" Function: get_financial_statement_from_identifiers(identifiers=["NEE", "DUK"], statement="income_statement") Query: "Q2 2023 cashflow for XOM" Function: get_financial_statement_from_identifiers(identifiers=["XOM"], statement="cashflow", period_type="quarterly", start_year=2023, end_year=2023, start_quarter=2, end_quarter=2) Query: "What is the balance sheet for The New York Times for the past 7 years except for the most recent 2 years?" Function: get_financial_statement_from_identifiers(statement="balance_sheet", num_periods=5, num_periods_back=2, identifiers=["NYT"]) Query: "What are the annual income statement for the calendar years between 2013 and 2016 for BABA and W?" Function: get_financial_statement_from_identifiers(statement="income_statement", period_type="annual", calendar_type="calendar", start_year=2013, end_year=2016, identifiers=["BABA", "W"])
get_funding_summary_from_identifiers
ChatGPTReturns aggregate funding statistics: total_capital_raised, total_rounds count, first/most recent funding dates, rounds_by_type breakdown. No individual round details. ⚠️ Use for SIMPLE aggregates only (single summary numbers). For "CUMULATIVE" or "ACROSS ALL ROUNDS" questions, use get_rounds_of_funding_from_identifiers instead—those need individual rounds for verification/filtering. Use THIS for: • "How much TOTAL capital has X raised?" (if you don't need to verify individual rounds) • "How many rounds did X complete?" • "When was X's first/most recent funding?" DON'T use for: • "What is the cumulative amount raised by X across all disclosed rounds?" → Use get_rounds_of_funding_from_identifiers • "Show me X's funding history" → Use get_rounds_of_funding_from_identifiers • Any specific round questions → Use get_rounds_of_funding_from_identifiers ⚠️ If returns 0 rounds or null data, MUST follow up with get_rounds_of_funding_from_identifiers (summary often incomplete).
get_guidance_from_identifiers
ChatGPTGet company-issued financial guidance for a given identifier. Returns the most recent guidance provided by the company for future periods, or the final guidance issued before results were reported for past periods.
get_history_metadata_from_identifiers
ChatGPTGet the history metadata associated with a list of identifiers. History metadata includes currency, symbol, exchange name, instrument type, and first trade date. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "What exchange does Starbucks trade on?" Function: get_history_metadata_from_identifiers(identifiers=["Starbucks"])
get_info_from_identifiers
ChatGPTGet the information associated with a list of identifiers. Info includes company name, status, type, simple industry, number of employees (if available), founding date, webpage, HQ address, HQ city, HQ zip code, HQ state, HQ country, HQ country iso code, and CIQ company_id. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "What's the company information for Northrop Grumman and Lockheed Martin?" Function: get_info_from_identifiers(identifiers=["Northrop Grumman", "Lockheed Martin"]) Query: "Get company info for UBER and LYFT" Function: get_info_from_identifiers(identifiers=["UBER", "LYFT"])
get_isin_from_identifiers
ChatGPTGet the ISINs for a group of identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. Examples: Query: "What is the ISIN for Autodesk?" Function: get_isin_from_identifiers(identifiers=["Autodesk"]) Query: "Get ISINs for RCL and CCL" Function: get_isin_from_identifiers(identifiers=["RCL", "CCL"])
get_key_devs_from_identifier
ChatGPTGet key development events for a single identifier within an optional date range. Key developments include events like client announcements, earnings releases, mergers and acquisitions, management changes, and other significant corporate events. Results are grouped by category. - Only one identifier can be queried at a time. - start_date and end_date are optional. Leave null to get all key developments. - Optionally filter by key_dev_category to get only specific types of events. - Results are categorized by event type (e.g., "Client Announcements", "Earnings Releases"). - Each event includes a key_dev_id, situation description, dates, source, and company role. Examples: Query: "What are all the key developments for Apple?" Function: get_key_devs_from_identifier(identifier="Apple", start_date=null, end_date=null) Query: "What key developments happened at S&P Global between October and November 2025?" Function: get_key_devs_from_identifier(identifier="S&P Global", start_date="2025-10-01", end_date="2025-11-30") Query: "Get transaction-related key developments for Apple in 2025" Function: get_key_devs_from_identifier(identifier="Apple", start_date="2025-01-01", end_date="2025-12-31", key_dev_category="ANNOUNCED_OR_COMPLETED_TRANSACTIONS")
get_latest
ChatGPTGet the latest annual reporting year, latest quarterly reporting quarter and year, and current date.
get_latest_earnings_from_identifiers
ChatGPTGet the latest (most recent) earnings call for a list of identifiers. Returns a dictionary with 'name' (str), 'key_dev_id' (int), and 'datetime' (str in ISO 8601 format with UTC timezone) attributes for each identifier. - Use get_earnings_from_identifiers for all historical earnings - Use get_next_earnings_from_identifiers for upcoming earnings - To fetch the full transcript, call get_transcript_from_key_dev_id with the key_dev_id Examples: Query: "What was Microsoft's latest earnings call?" Function: get_latest_earnings_from_identifiers(identifiers=["Microsoft"]) Query: "Get latest earnings for JPM and GS" Function: get_latest_earnings_from_identifiers(identifiers=["JPM", "GS"])
get_merger_info_from_transaction_id
ChatGPTProvides comprehensive information about a specific merger or acquisition transaction, including its timeline (announced date, closed date), participants' company_name and company_id (target, buyers, sellers), and financial consideration details (including monetary values). Use this tool for questions about announcement dates and transaction details. Examples: Query: "When was the acquisition of Ben & Jerry's announced?" Function 1: get_mergers_from_identifiers(identifiers=["Ben & Jerry's"]) Function 1 returns all M&A's that involved Ben & Jerry's. Extract the <key_dev_id> from the response where Ben & Jerry's was the target. Function 2: get_merger_info_from_transaction_id(transaction_id=<key_dev_id>) Query: "What was the transaction size of Vodafone's acquisition of Mannesmann?" Function 1: get_mergers_from_identifiers(identifiers=["Vodafone"]) Function 1 returns all M&A's that involved Vodafone. Extract the <key_dev_id> from the response where Vodafone was the buyer and Mannesmann was the target. Function 2: get_merger_info_from_transaction_id(transaction_id=<key_dev_id>)
get_mergers_from_identifiers
ChatGPTRetrieves all merger and acquisition transactions involving the specified company. Results are categorized by the company's role: target (being acquired), buyer (making the acquisition), or seller (divesting an asset). - When possible, pass multiple identifiers in a single call rather than making multiple calls. - Provides transaction_id, merger_title, and transaction closed_date. Examples: Query: "Which companies did Microsoft purchase?" Function: get_mergers_from_identifiers(identifiers=["Microsoft"]) Query: "Get acquisitions for AAPL and GOOGL" Function: get_mergers_from_identifiers(identifiers=["AAPL", "GOOGL"])
get_n_quarters_ago
ChatGPTGet the year and quarter corresponding to [n] quarters before the current quarter.
get_next_earnings_from_identifiers
ChatGPTGet the next scheduled earnings call for a list of identifiers. Returns a dictionary with 'name' (str), 'key_dev_id' (int), and 'datetime' (str in ISO 8601 format with UTC timezone) attributes for each identifier. - Use get_latest_earnings_from_identifiers for the most recent completed earnings - Use get_earnings_from_identifiers for all historical earnings - To fetch the full transcript (once available), call get_transcript_from_key_dev_id with the key_dev_id Examples: Query: "When is Waste Management's next earnings call?" Function: get_next_earnings_from_identifiers(identifiers=["Waste Management"]) Query: "Get next earnings for FDX and UPS" Function: get_next_earnings_from_identifiers(identifiers=["FDX", "UPS"])
get_prices_from_identifiers
ChatGPTGet the historical open, high, low, and close prices, and volume of a group of identifiers between inclusive start_date and inclusive end date. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - When requesting the most recent values, leave start_date and end_date null. - For annual queries (e.g., "prices in 2020"), use the full year range from January 1st to December 31st. - If requesting prices for long periods of time (e.g., multiple years), consider using a coarser periodicity (e.g., weekly or monthly) to reduce the amount of data returned. Examples: Query: "What are the prices of Facebook and Google?" Function: get_prices_from_identifiers(identifiers=["Facebook", "Google"], start_date=null, end_date=null) Query: "Get prices for META and GOOGL" Function: get_prices_from_identifiers(identifiers=["META", "GOOGL"], start_date=null, end_date=null) Query: "How did Meta's stock perform in 2020?" Function: get_prices_from_identifiers(identifiers=["Meta"], start_date="2020-01-01", end_date="2020-12-31", periodicity="day")
get_professionals_from_identifiers
ChatGPTGet the professionals (employees or board members) at one or more companies. Returns a roster per identifier grouped by job function with person_id, name, title, professional_types, and tenure dates. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - For per-person details (biography, role history at other companies, or compensation for a specific past fiscal year), follow up with get_professionals_from_person_ids using the person_ids returned here. Examples: Query: "Current board members of Coca-Cola" Function: get_professionals_from_identifiers(identifiers=["Coca-Cola"], professional_type="board_members", timeframe="current") Query: "Management restructuring at Ford from 2018 to 2024" Function: get_professionals_from_identifiers(identifiers=["Ford"], professional_type="employees", timeframe="all") Query: "Most recent compensation for Starbucks executives" Function: get_professionals_from_identifiers(identifiers=["Starbucks"], professional_type="employees", timeframe="current", include_compensation=True)
get_professionals_from_person_ids
ChatGPTGet per-person profiles for one or more people by person_id, including their full role history across all companies. The person_ids are obtained from get_professionals_from_identifiers. - When possible, pass multiple person_ids in a single call rather than making multiple calls. Examples: Query: "Biography summary for Disney's CEO" Function 1: get_professionals_from_identifiers(identifiers=["Disney"], professional_type="employees", timeframe="current") Function 1 returns Disney's current employees. Extract the <person_id> for the CEO. Function 2: get_professionals_from_person_ids(person_ids=[<person_id>], include_biography=True) Query: "2023 stock awards for Nike's top executives" Function 1: get_professionals_from_identifiers(identifiers=["Nike"], professional_type="employees", timeframe="all") Function 1 returns Nike's employees. Extract the <person_ids> for the top executives. Function 2: get_professionals_from_person_ids(person_ids=[<person_ids>], include_compensation=True) Query: "Biography summary for IBM's former Chairman, Jane Doe" Function 1: get_professionals_from_identifiers(identifiers=["IBM"], professional_type="board_members", timeframe="all") Function 1 returns IBM's board members. Extract the <person_id> for Jane Doe. Function 2: get_professionals_from_person_ids(person_ids=[<person_id>], include_biography=True)
get_rounds_of_funding_from_identifiers
ChatGPTReturns funding round overviews: transaction_ids, types, dates, basic notes. Use for funding/capital raising questions (NOT M&A). ⚠️ TWO-STEP REQUIREMENT: Most questions need BOTH tools: 1. Call THIS → get transaction_ids 2. Call get_rounds_of_funding_info_from_transaction_ids with those IDs 3. Answer using data from BOTH STEP 2 MANDATORY for: pricing trends (up/down-rounds), exact valuations, security details (preferred shares, classes, participation caps), advisors, board seats, liquidation terms, use of proceeds, pre-deal context, investor contribution amounts, transaction specifics (upsizing, textual notes), fees. ⚠️ Don't rely on funding_round_notes alone—it's unstructured/incomplete. Always call STEP 2 for detailed questions. ROLE PARAMETER: • 'company_raising_funds': Company receiving funds (e.g., "What rounds did Stripe raise?") • 'company_investing_in_round_of_funding': Investor's perspective (e.g., "Which companies did Sequoia invest in?") ⚠️ INVESTOR QUESTIONS: "How much did [INVESTOR] contribute to [COMPANY]'s round?" → Use INVESTOR's identifier with role=company_investing_in_round_of_funding Example: "How much did Blackbird VC contribute to Morse Micro's Series C?" → identifier=Blackbird VC, role=company_investing_in_round_of_funding
get_rounds_of_funding_info_from_transaction_ids
ChatGPTReturns DETAILED transaction data. STEP 2 of the two-step workflow—call after get_rounds_of_funding_from_identifiers. Pass transaction_ids from STEP 1. Default: pass ALL IDs (efficient), then filter results. Only pass specific IDs if question names exact rounds (e.g., "Series A"). Provides: advisors (legal, financial), board seats, governance rights, liquidation preferences/multiples, security terms (anti-dilution, participation caps, redemption), exact valuations (pre/post-money), use of proceeds, investor contribution amounts, transaction specifics (upsizing, textual notes), fees. MANDATORY for questions about: pricing trends (up/down-rounds), security details (preferred shares, classes), advisors, board seats, liquidation terms, exact valuations, use of proceeds, pre-deal context, investor contributions, transaction details (upsizing, notes), fees. Examples requiring this: • "What is the funding price trend for X—up or down-rounds?" • "Did X issue participating preferred shares with a cap?" • "How much did [investor] contribute to [company]'s Series C?" • "What was the post-money valuation for X's Series E?" • "Did X outline pre-deal operating context?"
get_segments_from_identifiers
ChatGPTGet the templated business or geographic segments associated with a list of identifiers. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - To fetch the most recent segment data, leave all time parameters as null. - To filter by time, use either absolute time (start_year, end_year, start_quarter, end_quarter) OR relative time (num_periods, num_periods_back)—but not both. - Set calendar_type based on how the query references the time period—use "fiscal" for fiscal year references and "calendar" for calendar year references. - When calendar_type=None, it defaults to 'fiscal'. - Exception: with multiple identifiers and absolute time, calendar_type=None defaults to 'calendar' for cross-company comparability; calendar_type='fiscal' returns fiscal data but should not be compared across companies since fiscal years have different end dates. Examples: Query: "What are the business segments for AT&T?" Function: get_segments_from_identifiers(identifiers=["AT&T"], segment_type="business") Query: "Get most recent geographic segments for Pfizer and JNJ" Function: get_segments_from_identifiers(identifiers=["Pfizer", "JNJ"], segment_type="geographic") Query: "What are the ltm business segments for SPGI for the last three calendar quarters but one?" Function: get_segments_from_identifiers(segment_type="business", period_type="ltm", calendar_type="calendar", num_periods=2, num_periods_back=1, identifiers=["SPGI"])
get_transcript_from_key_dev_id
ChatGPTGet the raw transcript text for an earnings call by key_dev_id. The key_dev_id is obtained from earnings tools (get_earnings_from_identifiers, get_latest_earnings_from_identifiers, or get_next_earnings_from_identifiers). Example: Query: "Get the transcript for earnings call 12346" Function: get_transcript_from_key_dev_id(key_dev_id=12346)
get_advisors_for_company_in_transactions
Claudeget_business_relationship_from_identifiers
Claudeget_capitalization_from_identifiers
Claudeget_company_description_from_identifiers
Claudeget_company_other_names_from_identifiers
Claudeget_company_summary_from_identifiers
Claudeget_competitors_from_identifiers
Claudeget_cusip_from_identifiers
Claudeget_earnings_from_identifiers
Claudeget_financial_line_item_from_identifiers
Claudeget_financial_statement_from_identifiers
Claudeget_info_from_identifiers
Claudeget_isin_from_identifiers
Claudeget_latest
Claudeget_latest_earnings_from_identifiers
Claudeget_merger_info_from_transaction_id
Claudeget_mergers_from_identifiers
Claudeget_n_quarters_ago
Claudeget_next_earnings_from_identifiers
Claudeget_prices_from_identifiers
Claudeget_segments_from_identifiers
Claudeget_transcript_from_key_dev_id
Claude
