Financial Datasets

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

Set up your virtual environment

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

uv venv --python 3.12
.venv\Scripts\activate

Install dependencies

uv pip install -U agno openai requests

Export your API keys

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"

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

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Financial Datasets

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