Vantafin

Get Time

Return the current date and time. Pass ``timezone`` as an IANA name (e.g. ``America/New_York``, ``Europe/London``, ``Asia/Tokyo``) or a common city/region alias (e.g. ``Tokyo``, ``London``, ``NYC``). Omit it to use the chat user's local timezone when set, otherwise US Eastern (ET).

Search Companies

Search US-listed companies/ETFs by name, ticker prefix, or CIK. Returns matching ticker symbols and company names. Always call this first to resolve a company name (e.g. "Apple") into a ticker symbol before using tools that require a symbol, such as get_quotes, get_financials, or get_valuation_metrics.

Get Quotes

Live US equity/ETF market data from Vantafin's quote store (updates ~every second). Returns price, day change, day change %, previous session close, volume, day low/high, open, market cap, plus float and outstanding shares and latest FINRA short interest when available. Day change / change % use the same last-completed-session close as the company profile header (chart ``day_aggs``, not the raw Massive previous_close). Pass a list of uppercase ticker symbols, e.g. ["AAPL", "

Get Company Profile

Company/ETF profile: name, exchange, sector, industry, country, CEO, employees, website, CIK, and business description. Use for "what does this company do" and for reference fields. Input is a single ticker symbol.

Get Valuation Metrics

Valuation snapshot: market cap, price, trailing-twelve-month (TTM) revenue, net income and EPS, plus derived ratios P/E, P/S and net margin. Best tool for questions like "what is Apple's P/E ratio and market cap". Input is a single ticker symbol.

Get Financials

Reported financial statements. ``statement`` is income | balance-sheet | cash-flow; ``period`` is annual | quarterly; ``limit`` is how many recent periods (default 4). Use for "show me Tesla's income statement for the last 4 quarters" or to compare revenue/earnings across companies and periods. Input is a single ticker symbol.

Get Revenue Segmentation

Revenue broken down by business segment. ``dimension`` is product | geographic; ``period`` is annual | quarterly. Best tool for "break down Amazon's revenue by business segment". Input is a single ticker symbol.

Get Etf Holdings

Top constituent holdings and weights for an ETF or fund. Best tool for "what are SPY's top holdings and their weights". Input is an ETF/fund ticker symbol.

Get Price History

Split-adjusted OHLCV price history with a performance summary. ``timespan`` is minute | day | week | month | year; ``date_from``/``date_to`` are YYYY-MM-DD (optional). Best tool for "how has X's price changed over the past year". Returns first/last close, percent change, and the high/low across the window. Input is a single ticker symbol.

Build Blog Chart

Build a ready-to-paste visual chart block for blog posts and rich answers. Returns a `` ```vantafin-chart `` fenced JSON block (rendered as an interactive line/bar chart on vantafin.com). Do not add a data table under the chart - the chart alone is enough for readers. ``chart_kind`` (required): - ``price_line`` - close price over time (uses OHLCV bars; downsampled) - ``earnings_eps`` - actual vs estimated EPS (grouped bars; one ticker only) - ``earnings_revenu

Search Filings

Semantic search inside chunked SEC filings (10-K, 10-Q, 8-K, etc.). Best tool for finding a specific section or topic in filings, e.g. "find the Risk Factors section from Microsoft's latest 10-K". Pass ``symbol`` to restrict to one company and ``forms`` (comma-separated, e.g. "10-K") to restrict form types. Returns the most relevant excerpts with their filing form and date. To read or summarize a whole filing (e.g. the latest 10-Q), use ``read_filing`` instead - do not rely o

List Filings

List a company's recent SEC filings (metadata only: form type, date, filing id). Pass ``forms`` (comma-separated) to filter, e.g. "10-K,10-Q". Use ``read_filing`` with a filing ``id`` from this list (or pass ``symbol`` + ``form`` to ``read_filing`` directly) to read the full chunked text. Use ``search_filings`` only to find a topic inside filings.

Read Filing

Read the chunked text of a specific SEC filing for summarization or detailed review. Provide ``filing_id`` from ``list_filings`` (the ``id=...`` value), OR pass ``symbol`` plus ``form`` (e.g. ``10-Q`` or ``10-K``) to load the company's most recent filing of that type. Returns sequential excerpts from the filing (MD&A, risk factors, financial notes, etc.). Prefer this over ``search_filings`` when the user asks to summarize or review a whole filing. ``max_chunks`` controls how

List Transcripts

List a company's indexed earnings-call transcripts (newest first): period, fiscal year, date, and ``id`` for ``read_transcript``. Use before ``read_transcript`` when the user wants a specific call rather than the latest.

Read Transcript

Read an earnings-call transcript for summarization or detailed review. Pass ``symbol`` alone to load the company's most recent transcript, or pass ``transcript_id`` from ``list_transcripts``. Returns sequential excerpts with source tags for citation. When the user asks to summarize or quote the earnings call / transcript, use this tool - not ``read_filing``, ``search_filings``, or ``get_earnings`` - as the primary source.

Search Transcripts

Semantic search inside chunked earnings-call transcripts for a specific topic (guidance, margins, AI, etc.). Pass ``symbol`` to restrict to one company. For summarizing the latest call or reviewing a whole transcript, use ``read_transcript`` instead - not this tool alone.

Search Earnings Materials

Semantic search inside earnings materials - the investor-relations documents attached to earnings events (earnings presentations/slide decks, press releases, financial supplements, shareholder letters). Pass ``symbol`` to restrict to one company. Use this for what management showed/published at a quarter (deck slides, supplement tables, the release) - distinct from ``search_transcripts`` (the spoken call) and ``search_filings`` (SEC filings).

Get Earnings

Earnings results and estimates: report date, actual vs estimated EPS and revenue. Returns released (past) reports first, then upcoming scheduled dates. Best for "latest earnings" or "when did they last report". Input is a ticker; ``limit`` is how many past reports (default 8).

Screen Stocks

Screen US stocks across the FULL metric set the Vantafin screener supports - security info, market data, technicals, financials, valuation, margins, growth and dividends. ``filters`` is a SEMICOLON-separated list of ``metric:operator:value`` clauses: - Numeric operators: above, below, above_or_equal, below_or_equal, equal, between (two values), outside (two values). Example clauses: ``peRatio:below:20`` ``marketCap:above:1e9`` ``revenueGrowthYoy:above:25``

Get News

Latest market news. Omit ``symbol`` for general market headlines ("what's happening in the markets today"); pass a ticker for company-specific news. Returns headlines, publishers, and dates.

Get Events

Corporate calendar events (earnings dates, ex-dividend, splits, etc.). Filter by ``symbol`` and/or a ``date_from``/``date_to`` window (YYYY-MM-DD). Useful for "what companies just reported earnings" (use a recent date window) or upcoming events.

Get Macro

Macroeconomic data series. Omit ``category`` to list available categories; pass a category to get its latest values. Best tool for "what are the current central bank interest rates" and similar macro questions.

Get Corporate Actions

Recent stock splits and dividends for a company. Input is a single ticker symbol. ``limit`` controls how many of each to return (default 10).

Get Ipos

Initial public offerings (IPOs), past and upcoming. Merges the IPO calendar, SEC disclosure filings and prospectus pricing into one record per listing. Pass a single ticker in ``symbol`` for one company's IPO, or leave it blank to list IPOs across all tickers. Optionally bound the IPO date with ``date_from`` / ``date_to`` (YYYY-MM-DD); with no symbol or dates, upcoming IPOs are returned. ``limit`` caps how many rows are returned (default 20).

Get User Holdings

Read the signed-in Vantafin user's OWN linked brokerage portfolio. Returns their account balances and equity/ETF positions with quantity, average cost, live market value, and unrealized gain/loss, plus a total portfolio value in USD. Use this when the user asks about "my portfolio", "my holdings", "my positions", "what do I own", how their investments are doing, etc. This only works when the user has (a) linked a brokerage account on Vantafin and (b) explicitly enabled