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Fundamentals skills pull company financials snapshots, side-by-side comparisons, point-in-time data, and analyst consensus. Most are backed by FMP; fundamentals.pit uses SEC filings for as-of-date accuracy.
Every result includes the provenance envelope. Point-in-time calls are essential when backtesting — using current fundamentals for a historical date is lookahead bias.

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Skill summary

Skill IDTool nameSourceRuntimeDescription
fundamentals.getfundamentals_getfmpinteractiveFull fundamentals snapshot for a ticker
fundamentals.comparefundamentals_comparefmpinteractiveSide-by-side fundamentals for multiple tickers
fundamentals.pitfundamentals_pitsecinteractivePoint-in-time fundamentals as of a date
analyst.ratingsanalyst_ratingsarchive-communityinteractiveAnalyst ratings + price targets

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fundamentals.get

Returns a full fundamentals snapshot: valuation multiples, profitability ratios, growth rates, and balance-sheet summary. Arguments
NameTypeRequiredDefaultDescription
symbolstringyes—Ticker symbol
periodstringnoannualannual or quarterly
statementstringnoallincome, balance, cashflow, ratios, or all
as_ofISO datenolatestSnapshot date (uses most recent filing on or before)
include_estimatesboolnofalseInclude consensus estimates
Source: fmp Example 
fundamentals_get({ "symbol": "MSFT", "period": "annual", "statement": "ratios" })

{
  "skill_id": "fundamentals.get",
  "data": {
    "symbol": "MSFT",
    "period": "annual",
    "as_of": "2025-06-30",
    "ratios": {
      "pe_ttm": 36.2, "forward_pe": 32.1, "peg": 2.4,
      "ps": 11.8, "pb": 9.1, "ev_ebitda": 24.3,
      "roe": 0.39, "roa": 0.18, "gross_margin": 0.69,
      "net_margin": 0.36, "debt_to_equity": 0.22
    }
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 2, "tier": "basic" }, "warnings": [] }
}

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fundamentals.compare

Side-by-side fundamentals for up to 10 tickers. Returns the same fields as fundamentals.get but pivoted by symbol. Arguments
NameTypeRequiredDefaultDescription
symbolsstring[]yes—Tickers (max 10)
periodstringnoannualannual or quarterly
fieldsstring[]nocore setField names to include (e.g. ["pe_ttm","roe","gross_margin"])
as_ofISO datenolatestSnapshot date
Source: fmp Example 
fundamentals_compare({ "symbols": ["NVDA","AMD","INTC"], "fields": ["pe_ttm","roe","gross_margin","rev_growth_yoy"] })

{
  "skill_id": "fundamentals.compare",
  "data": {
    "as_of": "2025-06-30",
    "fields": ["pe_ttm","roe","gross_margin","rev_growth_yoy"],
    "rows": [
      { "symbol": "NVDA", "pe_ttm": 68.2, "roe": 0.91, "gross_margin": 0.75, "rev_growth_yoy": 2.08 },
      { "symbol": "AMD",  "pe_ttm": 152.4, "roe": 0.04, "gross_margin": 0.50, "rev_growth_yoy": 0.16 },
      { "symbol": "INTC", "pe_ttm": null,  "roe": -0.18, "gross_margin": 0.35, "rev_growth_yoy": -0.09 }
    ]
  },
  "provenance": { "source": "fmp", "freshness": { "as_of": "2025-06-27T22:00:00Z", "lag_seconds": 3600 }, "cost": { "credits": 6, "tier": "basic" }, "warnings": ["INTC: pe_ttm null (negative earnings)"] }
}

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fundamentals.pit

Point-in-time fundamentals — the values that were actually known on a given date. This is the lookahead-safe variant for backtests. Arguments
NameTypeRequiredDefaultDescription
symbolstringyes—Ticker symbol
as_ofISO dateyes—The date to snapshot (returns the most recent filing on or before)
periodstringnoannualannual or quarterly
statementstringnoallincome, balance, cashflow, ratios, or all
filing_typestringno10-K,10-QRestrict to specific filing types
Source: sec
Use fundamentals.pit (not fundamentals.get) whenever you’re computing something on historical dates. fundamentals.get with as_of returns the current values filtered by date, not the values known at that date.
Example 
fundamentals_pit({ "symbol": "AAPL", "as_of": "2023-01-15", "statement": "income" })

{
  "skill_id": "fundamentals.pit",
  "data": {
    "symbol": "AAPL",
    "as_of": "2023-01-15",
    "filing_date": "2022-11-03",
    "filing_type": "10-K",
    "income": { "revenue": 394328000000, "net_income": 99803000000, "eps": 6.15 }
  },
  "provenance": { "source": "sec", "freshness": { "as_of": "2023-01-15T00:00:00Z", "lag_seconds": 0 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": [] }
}

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analyst.ratings

Analyst consensus ratings, price targets, and recent rating actions. Arguments
NameTypeRequiredDefaultDescription
symbolstringyes—Ticker symbol
include_actionsboolnotrueInclude recent upgrade/downgrade actions
include_targetsboolnotrueInclude price target distribution
lookback_daysintno90How far back to include actions
limitintno20Max actions
Source: archive-community Example 
analyst_ratings({ "symbol": "TSLA", "lookback_days": 30 })

{
  "skill_id": "analyst.ratings",
  "data": {
    "symbol": "TSLA",
    "consensus": { "rating": "Hold", "score": 2.8, "n_analysts": 38 },
    "price_target": { "mean": 218.40, "median": 215.00, "high": 310.00, "low": 85.00, "n": 38 },
    "actions": [
      { "date": "2025-06-24", "firm": "Morgan Stanley", "action": "downgrade", "from": "Overweight", "to": "Equal-Weight", "target": 250 },
      { "date": "2025-06-20", "firm": "Wedbush", "action": "maintain", "rating": "Outperform", "target": 275 }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T18:00:00Z", "lag_seconds": 7200 }, "cost": { "credits": 2, "tier": "free" }, "warnings": [] }
}

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Next steps

Financials & Earnings Skills

Income statements, balance sheets, cash flow, transcripts, earnings calendars, dividends, splits.

Congress & Insider Skills

Congressional trades, late filings, insider Form 4 activity, and politician portfolios.