Zacks Financial Data

Balance-sheet fundamentals (cash & short-term investments, receivables, inventory, current assets, net PP&E, goodwill & intangibles, total assets, current liabilities, long-term debt, total liabilities, retained earnings, total equity) for one or more companies, by period. Values are in millions of the reporting currency. Returns the most recent periods (default 4); raise `periods` for longer trends.

get_balance_sheet

Cash-flow fundamentals (operating cash flow, depreciation & amortization, capex, investing cash flow, financing cash flow, dividends paid, net stock buyback, net change in cash, ending cash) for one or more companies, by period. Values are in millions of the reporting currency. Returns the most recent periods (default 4); raise `periods` for longer trends.

get_cash_flow

Condensed fundamentals snapshot (revenue, gross profit, operating income, net income, diluted EPS, EBITDA, total assets/liabilities/equity, operating cash flow, cash) for one or more companies, by period. Values are in millions of the reporting currency. Returns the most recent periods (default 4); raise `periods` for longer trends.

get_company_snapshot

Get the top holdings of an ETF by weight. Returns the constituent stocks with their portfolio weights, from Zacks Investment Research daily ETF holdings data. Use for questions like "what's inside SPY?", "top 10 holdings of QQQ", or to analyze fund overlap and concentration. Default returns the top 10 holdings; request more with `top_n` (max 100). Rows come back ordered by weight, heaviest first, so the first row is the largest holding. `weight_pct` is the percent of fund assets and `shares` is the share count held. If the requested symbol is not a covered ETF (e.g. a single stock like AAPL) the result is a single row whose `note` column explains that holdings are unavailable — report that rather than inferring holdings.

get_etf_holdings

Detailed income-statement fundamentals (revenue, COGS, gross profit, R&D, SG&A, operating income, interest, pre-tax income, tax, net income, basic & diluted EPS, EBIT/EBITDA) for one or more companies, by period. Values are in millions of the reporting currency. Returns the most recent periods (default 4); raise `periods` for longer trends.

get_income_statement