S&P Global

Get 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 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 the financial line item associated with a list of identifiers. Returns Capital IQ data. - 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 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"])

Returns 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 company-issued financial guidance for a given identifier. Returns Capital IQ data. 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 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 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 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 issuer-level credit ratings for one or more entities (companies and sovereigns). Returns ratings from credit rating agencies organized by organization type (e.g., ICR) and rating type (e.g., FCLONG for foreign currency long-term, STDSHORT for short-term). Each rating includes the current rating, rating action, credit watch status, outlook, and historical ratings. - Supports multiple identifiers in a single call (tickers, company IDs, company names, country names, ISO alpha-3 codes, ISINs, CUSIPs). - Works with both corporate entities (e.g., "AAPL", "Microsoft") and sovereign entities (e.g., "USA", "Germany"). - Returns the latest rating along with full rating history for each entity. - Includes outlook (Stable, Positive, Negative) and credit watch information when available. Examples: Query: "What are the credit ratings for Apple?" Function: get_issuer_ratings_from_identifiers(identifiers=["Apple"]) Query: "Get issuer ratings for Microsoft and Amazon" Function: get_issuer_ratings_from_identifiers(identifiers=["Microsoft", "Amazon"]) Query: "What is the sovereign credit rating for the United States?" Function: get_issuer_ratings_from_identifiers(identifiers=["United States"]) Query: "Compare ratings for JPMorgan Chase and Bank of America" Function: get_issuer_ratings_from_identifiers(identifiers=["JPMorgan Chase", "Bank of America"])

Get 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 the latest annual reporting year, latest quarterly reporting quarter and year, and current date.

Get 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"])

Retrieves all merger and acquisition transactions involving the specified company. This is the entry point for ALL M&A questions: it maps a company to its transactions. If a start_date and/or end_date is specified, only mergers where the merger timeline intersects with the date range are returned. The merger timeline is considered to be from the earliest event associated with the merger to the latest event. If any date between (and inclusive of) these two event dates falls within the passed-in date range, the merger is returned. If only an announcement date is found for a merger, the merger timeline is taken to be until the earlier of the current date or 10 years after the announcement date. Results are categorized by the company's role: target (being acquired), buyer (making the acquisition), or seller (divesting an asset). This tool returns ONLY transaction_id, status, start_date, closed_date, target, and buyers for each transaction. It does NOT return deal/transaction values, amounts paid, or participant details. To get any of those, take all relevant transaction_ids from this responses and call get_mergers_info_from_transaction_ids with them. - The numeric identifier of a COMPANY is never a transaction_id. Always obtain transaction_id values from this tool's response — never pass a company identifier to get_mergers_info_from_transaction_ids. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - When requesting all mergers, leave start_date and end_date null. - Only specify date ranges when the user explicitly requests mergers and acquisitions during some date range. - Provides transaction_id, status, start_date, closed_date, target, and buyers. 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"]) Query: "What companies was Apple selling between 2019 and 2022?" Function: get_mergers_from_identifiers(identifiers=["Apple"], start_date="2019-01-01", end_date="2022-12-31")

Provides comprehensive information about merger or acquisition transactions, including their timeline (announced date, closed date), participants' company_names, company_ids, and advisors if advisors are requested (participants are categorized as target, buyers, sellers), financial consideration details (including monetary values), and high-level merger details (including a comment about the merger if comments are requested). Use this tool for questions about announcement dates, deal/transaction values or amounts paid, completion status, and transaction details. The transaction_ids MUST come from get_mergers_from_identifiers responses. They are NOT company_ids or tickers. If you have not yet called get_mergers_from_identifiers for the company in question, do that first. When a question concerns more than one transaction (e.g. "all acquisitions over $5B", "deals since 2020"), call this tool and pass in EVERY transaction_id from the get_mergers_from_identifiers response that matches the criteria — not just the first one. 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 <transaction_id> from the response where Ben & Jerry's was the target. Function 2: get_mergers_info_from_transaction_ids(transaction_ids=[<transaction_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 <transaction_id> from the response where Vodafone was the buyer and Mannesmann was the target. Function 2: get_mergers_info_from_transaction_ids(transaction_ids=[<transaction_id>]) Query: "List Microsoft's acquisitions over $5 billion announced since 2020, along with the advisors and context for the acquisitions." Function 1: get_mergers_from_identifiers(identifiers=["Microsoft"], start_date="2020-01-01") # Function 1 returns transactions where Microsoft was the buyer, each with a transaction_id. Deal value and announcement date are NOT in that response, so call get_mergers_info_from_transaction_ids, passing in EVERY candidate transaction_id to check the $5B threshold, the announcement date, and advisors. Use include_comments to include a comment that provides additional details and context for each transaction. Function 2: get_mergers_info_from_transaction_ids(transaction_ids=[<transaction_id_1>, <transaction_id_2>, <transaction_id_3>], include_advisors=True, include_comments=True)

Get the year and quarter corresponding to [n] quarters before the current quarter.

Get 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 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 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 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)

Returns 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

Returns 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 the templated business or geographic segments associated with a list of identifiers. Returns Capital IQ data. - 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 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 consensus analyst estimates for a list of identifiers. Returns Visible Alpha data. Prefer this over `get_consensus_estimates_from_identifiers` (Capital IQ) unless the user asks for Capital IQ data or the requested data is not available in Visible Alpha. Returns the consensus value for each matched metric per period. When periods have ended, actual reported values are also returned. Estimate data is available through 2045. - For a ratio, percentage, or proportion, prefer a pre-computed ratio metric from the results or `top_ranked_alternatives`, if available, over fetching a single raw component. - When possible, pass multiple identifiers in a single call rather than making multiple calls. - To fetch the most recent estimates, 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_forward, num_periods_backward)—but not both. Examples: Query: "Get consensus EPS estimates for AAPL" Function: get_visible_alpha_consensus_estimates_from_identifiers(identifiers=["AAPL"], estimate_search="EPS") Query: "Consensus iPhone unit sales for Apple for the next 4 quarters" Function: get_visible_alpha_consensus_estimates_from_identifiers(identifiers=["AAPL"], estimate_search="iPhone unit sales", period_type="quarterly", num_periods_forward=4) Query: "SAP consensus revenue estimates for fiscal 2027 through 2029 in euros" Function: get_visible_alpha_consensus_estimates_from_identifiers(identifiers=["SAP"], estimate_search="revenue", period_type="annual", start_year=2027, end_year=2029, currency="EUR") Query: "Get consensus EPS estimates for AAPL in EUR" Function: get_visible_alpha_consensus_estimates_from_identifiers(identifiers=["AAPL"], estimate_search="EPS", currency="EUR")

Get any reported financial metric for a list of identifiers: including company-level, segment-level, product-level, and geographic metrics, as well as ratios and per-unit figures. This is the primary tool for a specific named metric. The freeform `line_item_search` query is matched semantically against a large catalog, so phrase it descriptively and prefer this tool before segment- or statement-specific tools. Returns Visible Alpha data. Prefer this over `get_financial_line_item_from_identifiers` (Capital IQ) unless the user asks for Capital IQ data or the requested data is not available in Visible Alpha. - Returns reported (actual, historical) figures. For forward-looking forecasts or consensus expectations, use `get_visible_alpha_consensus_estimates_from_identifiers` instead. - For a ratio, percentage, or proportion, prefer a pre-computed ratio metric from the results or `top_ranked_alternatives`, if available, over fetching a single raw component. - 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. - 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_visible_alpha_financial_line_item_from_identifiers(line_item_search="total revenue", identifiers=["MSFT", "AAPL"], period_type="quarterly") Function: get_visible_alpha_financial_line_item_from_identifiers(line_item_search="gross profit", identifiers=["MSFT", "AAPL"], period_type="quarterly") Query: "How much money did TSMC make for 5nm wafers" Function: get_visible_alpha_financial_line_item_from_identifiers(line_item_search="revenue from 5nm wafers", identifiers=["TSMC"]) Query: "Tesla automotive gross margin for FY2023" Function: get_visible_alpha_financial_line_item_from_identifiers(line_item_search="automotive gross margin", identifiers=["Tesla"], period_type="annual", calendar_type="fiscal", start_year=2023, end_year=2023) Query: "Most recent three quarters except one ppe for Exxon and Hasbro" Function: get_visible_alpha_financial_line_item_from_identifiers(line_item_search="property plant and equipment", period_type="quarterly", num_periods=2, num_periods_back=1, identifiers=["Exxon", "Hasbro"]) Query: "Get AAPL revenue in EUR" Function: get_visible_alpha_financial_line_item_from_identifiers(line_item_search="revenue", identifiers=["AAPL"], currency="EUR")

Get the templated business or geographic segments associated with a list of identifiers. Returns Visible Alpha data. Prefer this over `get_segments_from_identifiers` (Capital IQ) unless the user asks for Capital IQ data or the requested data is not available in Visible Alpha. Use only for a full segment breakdown, not for specific segment metrics. - 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_visible_alpha_segments_from_identifiers(identifiers=["AT&T"], segment_type="business") Query: "Get most recent geographic segments for Pfizer and JNJ" Function: get_visible_alpha_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_visible_alpha_segments_from_identifiers(segment_type="business", period_type="ltm", calendar_type="calendar", num_periods=2, num_periods_back=1, identifiers=["SPGI"]) Query: "Get Apple's business segments in EUR" Function: get_visible_alpha_segments_from_identifiers(identifiers=["AAPL"], segment_type="business", currency="EUR")