Financials & Earnings Skills

Financials and earnings skills pull statements, transcripts, calendars, dividends, and splits from the Ithaca archive. Statement data comes from FMP; transcripts, calendars, dividends, and splits come from the community archive.

Every result includes the provenance envelope. For backtests, prefer fundamentals.pit over financials.* to avoid lookahead bias on statement data.

Skill summary

Skill ID	Tool name	Source	Runtime	Description
`financials.income`	`financials_income`	fmp	interactive	Income statement (annual + quarterly)
`financials.balance`	`financials_balance`	fmp	interactive	Balance sheet
`financials.cashflow`	`financials_cashflow`	fmp	interactive	Cash flow statement
`earnings.transcript`	`earnings_transcript`	archive-community	interactive	Earnings call transcript
`earnings.calendar`	`earnings_calendar`	archive-community	interactive	Upcoming earnings dates
`dividends`	`dividends`	archive-community	interactive	Dividend history + yield
`stock.splits`	`stock_splits`	archive-community	interactive	Split history

financials.income

Income statement — revenue, COGS, gross profit, operating income, net income, EPS — annual or quarterly. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`period`	string	no	`annual`	`annual` or `quarterly`
`from`	ISO date	no	`now - 5y`	Start period
`to`	ISO date	no	latest	End period
`limit`	int	no	`20`	Max periods

Source: fmp Example

financials_income({ "symbol": "MSFT", "period": "annual", "limit": 3 })

{
  "skill_id": "financials.income",
  "data": {
    "symbol": "MSFT", "period": "annual",
    "statements": [
      { "fiscal_year": "FY2024", "revenue": 245122000000, "gross_profit": 169198000000, "operating_income": 109429000000, "net_income": 88116000000, "eps": 11.80 },
      { "fiscal_year": "FY2023", "revenue": 211915000000, "gross_profit": 145773000000, "operating_income": 88523000000, "net_income": 72361000000, "eps": 9.68 }
    ]
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 2, "tier": "basic" }, "warnings": [] }
}

financials.balance

Balance sheet — assets, liabilities, equity, cash, debt. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`period`	string	no	`annual`	`annual` or `quarterly`
`from`	ISO date	no	`now - 5y`	Start period
`to`	ISO date	no	latest	End period
`limit`	int	no	`20`	Max periods

Source: fmp Example

financials_balance({ "symbol": "AAPL", "period": "quarterly", "limit": 4 })

{
  "skill_id": "financials.balance",
  "data": {
    "symbol": "AAPL", "period": "quarterly",
    "statements": [
      { "period": "2025-Q1", "total_assets": 365000000000, "total_liabilities": 290000000000, "total_equity": 75000000000, "cash": 67000000000, "total_debt": 110000000000 }
    ]
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 2, "tier": "basic" }, "warnings": [] }
}

financials.cashflow

Cash flow statement — operating, investing, financing cash flows + free cash flow. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`period`	string	no	`annual`	`annual` or `quarterly`
`from`	ISO date	no	`now - 5y`	Start period
`to`	ISO date	no	latest	End period
`limit`	int	no	`20`	Max periods

Source: fmp Example

financials_cashflow({ "symbol": "NVDA", "period": "annual", "limit": 3 })

{
  "skill_id": "financials.cashflow",
  "data": {
    "symbol": "NVDA", "period": "annual",
    "statements": [
      { "fiscal_year": "FY2025", "operating_cf": 28100000000, "investing_cf": -6800000000, "financing_cf": -12000000000, "free_cf": 22300000000, "capex": -5800000000 }
    ]
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 2, "tier": "basic" }, "warnings": [] }
}

earnings.transcript

Earnings call transcript — full text, segmented by speaker. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`quarter`	string	no	latest	e.g. `Q1 2025` or ISO date
`include_qa`	bool	no	`true`	Include Q&A section
`format`	string	no	`text`	`text` or `segments`

Source: archive-community Example

earnings_transcript({ "symbol": "NVDA", "quarter": "Q1 2025" })

{
  "skill_id": "earnings.transcript",
  "data": {
    "symbol": "NVDA", "quarter": "Q1 2025", "date": "2025-05-28",
    "speakers": ["Jensen Huang (CEO)", "Colette Kress (CFO)"],
    "prepared_remarks": "Thank you for joining us today...",
    "qa": [ { "question": "Can you talk about data center demand?", "answer": "..." } ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-05-28T00:00:00Z", "lag_seconds": 86400 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": [] }
}

earnings.calendar

Upcoming earnings dates — confirmed and expected. Arguments

Name	Type	Required	Default	Description
`symbols`	string[]	no	—	Filter to specific tickers
`from`	ISO date	no	`now`	Range start
`to`	ISO date	no	`now + 30d`	Range end
`status`	string	no	—	`confirmed`, `expected`, or `all`
`limit`	int	no	`50`	Max events

Source: archive-community Example

earnings_calendar({ "to": "2025-07-31", "limit": 5 })

{
  "skill_id": "earnings.calendar",
  "data": {
    "events": [
      { "symbol": "AAPL", "date": "2025-07-31", "time": "after_close", "status": "confirmed", "quarter": "Q3 FY2025" },
      { "symbol": "MSFT", "date": "2025-07-22", "time": "after_close", "status": "confirmed", "quarter": "Q4 FY2025" }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T18:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 1, "tier": "free" }, "warnings": [] }
}

dividends

Dividend history and current yield. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`from`	ISO date	no	`now - 5y`	Start date
`to`	ISO date	no	latest	End date
`include_yield`	bool	no	`true`	Include current yield

Source: archive-community Example

dividends({ "symbol": "KO", "from": "2020-01-01" })

{
  "skill_id": "dividends",
  "data": {
    "symbol": "KO", "current_yield": 0.031, "annual_rate": 1.94,
    "history": [
      { "ex_date": "2025-05-30", "pay_date": "2025-07-01", "amount": 0.485 },
      { "ex_date": "2025-02-14", "pay_date": "2025-04-01", "amount": 0.485 }
    ],
    "growth_5y_cagr": 0.032
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T20:00:00Z", "lag_seconds": 86400 }, "cost": { "credits": 1, "tier": "free" }, "warnings": [] }
}

stock.splits

Stock split history — ratio and effective date. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	Ticker symbol
`from`	ISO date	no	`now - 20y`	Start date
`to`	ISO date	no	latest	End date

Source: archive-community Example

stock_splits({ "symbol": "NVDA", "from": "2020-01-01" })

{
  "skill_id": "stock.splits",
  "data": {
    "symbol": "NVDA",
    "splits": [
      { "date": "2024-06-10", "ratio": "10:1", "pre_split_price": 1210.00, "post_split_price": 121.00 },
      { "date": "2021-07-19", "ratio": "4:1", "pre_split_price": 759.12, "post_split_price": 189.78 }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T20:00:00Z", "lag_seconds": 86400 }, "cost": { "credits": 1, "tier": "free" }, "warnings": [] }
}

Financials & Earnings Skills

Skill summary

financials.income

financials.balance

financials.cashflow

earnings.transcript

earnings.calendar

dividends

stock.splits

Next steps

Short Interest Skills

Fundamentals Skills

​Skill summary

​financials.income

​financials.balance

​financials.cashflow

​earnings.transcript

​earnings.calendar

​dividends

​stock.splits

​Next steps

Short Interest Skills

Fundamentals Skills

Skill summary

financials.income

financials.balance

financials.cashflow

earnings.transcript

earnings.calendar

dividends

stock.splits

Next steps