Financial Datasets

Query income statements and balance sheets through the current Financial Datasets API contracts.

Query company financial statements with FinancialDatasetsTools.

Several additional methods in Agno v2.7.2 target older Financial Datasets endpoint or parameter contracts. This example registers only get_income_statements and get_balance_sheets, which match the current Financial Datasets OpenAPI.

from agno.agent import Agent
from agno.tools.financial_datasets import FinancialDatasetsTools

agent = Agent(
    name="Financial Statement Agent",
    tools=[
        FinancialDatasetsTools(
            include_tools=["get_income_statements", "get_balance_sheets"]
        )
    ],
    description="Analyze company income statements and balance sheets.",
    instructions=[
        "Use the financial statement tools for the requested ticker.",
        "Compare important metrics across periods when relevant.",
        "Format the result clearly and identify the source periods.",
    ],
    markdown=True,
)

if __name__ == "__main__":
    agent.print_response(
        "Get the most recent income statement for AAPL and highlight key metrics",
        stream=True,
    )
    agent.print_response(
        "Analyze the balance sheets for MSFT over the last 3 years. "
        "Focus on debt-to-equity ratio and cash position.",
        stream=True,
    )

Run the Example

1. Set up your virtual environment

   Mac

   uv venv --python 3.12
   source .venv/bin/activate
   

   uv venv --python 3.12
   .venv\Scripts\activate
   
2. Install dependencies

   uv pip install -U agno openai requests
   
3. Export your API keys

   Mac/Linux

   export FINANCIAL_DATASETS_API_KEY="your_financial_datasets_api_key_here"
   export OPENAI_API_KEY="your_openai_api_key_here"
   

   $Env:FINANCIAL_DATASETS_API_KEY="your_financial_datasets_api_key_here"
   $Env:OPENAI_API_KEY="your_openai_api_key_here"
   
4. Run the example

   Save the code above as financial_datasets_tools.py, then run:

   python financial_datasets_tools.py
   

Full source: cookbook/91_tools/financial_datasets_tools.py