tn-financial-data 0.3.1 → 0.4.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +24 -1
- package/dist/cli.js +311 -13
- package/dist/client/index.d.ts +85 -2
- package/dist/client/index.js +19 -1
- package/package.json +1 -1
- package/skills/tn-financial-data/SKILL.md +8 -3
- package/skills/tn-financial-data/references/cli.md +39 -0
package/README.md
CHANGED
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@@ -25,7 +25,7 @@ This package is the hosted agent-facing surface only. The repo's website, local
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## Features
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- Company facts, financials, prices, news, insider trades, ownership,
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- Company facts, financials, prices, news, insider trades, ownership, earnings transcript structure, stored macro history, and raw SEC filings through one hosted API
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- Multi-ticker resolve and snapshot reads for lower-latency agent workflows
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- Earnings calendar, dividends, and stock splits through the same hosted read contract
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- Cross-ticker news search over article title, summary, and body text with ticker, provider, publisher, and date filters
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@@ -33,6 +33,7 @@ This package is the hosted agent-facing surface only. The repo's website, local
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- Packaged skill bundle for Claude and OpenCode installs
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- Typed TypeScript client from the root package export
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- Stable production default at `https://api.truenorth-financial.ai/v1`
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- Stored macro endpoints for FRED-backed US rates and economic indicators, plus global central-bank rate history through `global-rates`, `us-rates`, and `us-economic-indicators`
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## Installation
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@@ -71,8 +72,11 @@ tn-financial-data query resolve-ticker --query google --query meta --query nvda
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tn-financial-data query available-tickers
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tn-financial-data query snapshot --tickers AAPL,MSFT,NVDA
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tn-financial-data query financial-metrics-snapshot --tickers AAPL,MSFT,NVDA --period annual
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tn-financial-data query earnings-transcripts --ticker AAPL --limit 4
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tn-financial-data query earnings-calendar --tickers AAPL,MSFT --start-date 2026-04-02 --end-date 2026-04-16
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tn-financial-data query dividends --ticker AAPL --limit 10
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tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000
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tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120
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tn-financial-data query company --ticker AAPL
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tn-financial-data query news-search --query "tariff semiconductor" --ticker NVDA --limit 10
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tn-financial-data query filings --ticker AAPL --filing-type 8-K --limit 5
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@@ -103,10 +107,13 @@ tn-financial-data query financial-metrics-snapshot --tickers AAPL,MSFT,NVDA --pe
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tn-financial-data query financials --ticker AAPL --period annual --statement all
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tn-financial-data query financial-metrics --ticker AAPL --period annual --limit 4
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tn-financial-data query earnings --ticker AAPL --period quarterly --limit 8
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tn-financial-data query earnings-transcripts --ticker AAPL --limit 4
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tn-financial-data query earnings-calendar --tickers AAPL,MSFT --start-date 2026-04-02 --end-date 2026-04-16
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tn-financial-data query quarterly-highlights --ticker AAPL
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tn-financial-data query dividends --ticker AAPL --limit 10
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tn-financial-data query splits --ticker AAPL --limit 10
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tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000
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tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120
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tn-financial-data query filings --ticker AAPL --filing-type 10-K,10-Q,8-K --limit 10
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tn-financial-data query filing-items --ticker AAPL --accession-number 0000320193-26-000005 --item 2.02 --include-exhibits
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tn-financial-data query prices --ticker AAPL --interval day --start-date 2025-01-01 --end-date 2025-01-31
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@@ -202,6 +209,22 @@ const calendar = await client.getEarningsCalendar({
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console.log(calendar.events.map((row) => `${row.ticker}:${row.event_date_start}`));
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const transcripts = await client.getEarningsTranscripts({
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ticker: "NVDA",
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limit: 1,
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});
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console.log(transcripts.transcripts[0]?.quarter_label, transcripts.transcripts[0]?.question_count);
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const usRates = await client.getUsInterestRates({
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series: ["us_treasury_10y", "fed_funds_rate"],
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startDate: "2021-01-01",
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endDate: "2026-04-01",
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limit: 2000,
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});
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console.log(usRates.rates.map((row) => `${row.key}:${row.latest?.value}`));
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const filings = await client.getFilings("AAPL", {
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filingTypes: ["8-K"],
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limit: 3,
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package/dist/cli.js
CHANGED
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@@ -274,6 +274,12 @@ var TnFinancialData = class {
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`/earnings?${this.buildOptionalFinancialParams(ticker, opts)}`
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);
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}
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async getEarningsTranscripts(ticker, opts) {
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const params = new URLSearchParams({ ticker });
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if (opts?.limit !== void 0) params.set("limit", String(opts.limit));
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if (opts?.reportPeriod) params.set("report_period", opts.reportPeriod);
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return this.request(`/earnings/transcripts?${params.toString()}`);
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}
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async getEarningsCalendar(opts) {
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const params = this.buildEarningsCalendarParams(opts);
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return this.request(
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return this.request(`/institutional-ownership/investor?${params}`);
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}
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async getGlobalInterestRates(opts) {
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const params = this.buildMacroSeriesParams(opts);
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return this.request(`/macro/interest-rates/global?${params}`);
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}
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async getUsInterestRates(opts) {
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const params = this.buildMacroSeriesParams(opts);
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return this.request(`/macro/interest-rates/us?${params}`);
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}
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async getUsEconomicIndicators(opts) {
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const params = this.buildMacroSeriesParams(opts);
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return this.request(`/macro/economic-indicators/us?${params}`);
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}
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buildMacroSeriesParams(opts) {
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const params = new URLSearchParams();
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if (opts?.limit !== void 0) params.set("limit", String(opts.limit));
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if (opts?.startDate) params.set("start_date", opts.startDate);
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if (opts?.endDate) params.set("end_date", opts.endDate);
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if (opts?.series && opts.series.length > 0) params.set("series", opts.series.join(","));
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return
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return params;
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}
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async getAnalystEstimates(ticker) {
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return this.request(
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"tn-financial-data",
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"",
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"Usage:",
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" tn-financial-data query <available-tickers|resolve-ticker|company|filings|filing-items|general-overview|financials|financial-metrics|financial-metrics-snapshot|earnings|earnings-calendar|quarterly-highlights|analyst-estimates|prices|snapshot|dividends|splits|news|news-search|insider-trades|institutional-ownership|investor-portfolio|global-rates|segmented-revenues|screen|screen-fields> [options]",
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" tn-financial-data query <available-tickers|resolve-ticker|company|filings|filing-items|general-overview|financials|financial-metrics|financial-metrics-snapshot|earnings|earnings-transcripts|earnings-calendar|quarterly-highlights|analyst-estimates|prices|snapshot|dividends|splits|news|news-search|insider-trades|institutional-ownership|investor-portfolio|global-rates|us-rates|us-economic-indicators|segmented-revenues|screen|screen-fields> [options]",
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" tn-financial-data skill <install|print|targets> [--tool claude|opencode]",
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" tn-financial-data describe opencli",
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" tn-financial-data --version",
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" tn-financial-data query snapshot --tickers AAPL,MSFT,NVDA",
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" tn-financial-data query financial-metrics-snapshot --tickers AAPL,MSFT,NVDA --period annual",
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" tn-financial-data query earnings --ticker AAPL --period quarterly --limit 8",
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" tn-financial-data query earnings-transcripts --ticker AAPL --limit 4",
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" tn-financial-data query earnings-calendar --tickers AAPL,MSFT --start-date 2026-04-02 --end-date 2026-04-16",
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" tn-financial-data query quarterly-highlights --ticker AAPL",
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" tn-financial-data query analyst-estimates --ticker AAPL",
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" tn-financial-data query institutional-ownership --ticker AAPL --limit 20",
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" tn-financial-data query investor-portfolio --investor vanguard --limit 20",
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" tn-financial-data query global-rates --series ecb_refi,boe_sonia --limit 10",
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" tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000",
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" tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120",
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' tn-financial-data query screen --filter "trailing_pe < 25" --filter "recommendation_key = buy" --limit 10',
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" tn-financial-data skill install --tool opencode",
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" tn-financial-data query financial-metrics --ticker <symbol> [--period <annual|quarterly|ttm>] [--limit <n>] [--report-period <date>] [--report-period-gte <date>] [--report-period-lte <date>] [--report-period-gt <date>] [--report-period-lt <date>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query financial-metrics-snapshot (--ticker <symbol> | --tickers <csv>) [--period <annual|quarterly|ttm>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query earnings --ticker <symbol> [--period <annual|quarterly|ttm>] [--limit <n>] [--report-period <date>] [--report-period-gte <date>] [--report-period-lte <date>] [--report-period-gt <date>] [--report-period-lt <date>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query earnings-transcripts --ticker <symbol> [--limit <n>] [--report-period <date>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query earnings-calendar [--ticker <symbol> | --tickers <csv>] [--start-date <date>] [--end-date <date>] [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query quarterly-highlights --ticker <symbol> [--report-period <date>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query analyst-estimates --ticker <symbol> [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query institutional-ownership --ticker <symbol> [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query investor-portfolio (--cik <cik> | --investor <alias>) [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query global-rates [--series <csv>] [--start-date <date>] [--end-date <date>] [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query us-rates [--series <csv>] [--start-date <date>] [--end-date <date>] [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query us-economic-indicators [--series <csv>] [--start-date <date>] [--end-date <date>] [--limit <n>] [--api-key <key>] [--base-url <url>]",
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" tn-financial-data query segmented-revenues --ticker <symbol> --period <annual|quarterly|ttm> [--limit <n>] [--segment-type <type>] [--report-period <date>] [--report-period-gte <date>] [--report-period-lte <date>] [--report-period-gt <date>] [--report-period-lt <date>] [--api-key <key>] [--base-url <url>]",
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' tn-financial-data query screen --filter "field operator value" [--filter "field operator value"] [--limit <n>] [--api-key <key>] [--base-url <url>]',
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" tn-financial-data query screen-fields [--api-key <key>] [--base-url <url>]",
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info: {
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title: "tn-financial-data",
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summary: "Server-backed US equity financial data CLI for agents and operators.",
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description: "Query company facts, SEC financial statements, issuer-centric ownership data, investor-centric SEC 13F portfolios, global
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description: "Query company facts, SEC financial statements, issuer-centric ownership data, investor-centric SEC 13F portfolios, global and US macro series, and daily or hourly prices from the tn-financial-data API.",
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version,
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license: {
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identifier: "MIT",
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"tn-financial-data query financial-metrics-snapshot --ticker AAPL",
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"tn-financial-data query financial-metrics-snapshot --tickers AAPL,MSFT,NVDA --period annual",
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"tn-financial-data query earnings --ticker AAPL --period quarterly --limit 8",
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"tn-financial-data query earnings-transcripts --ticker AAPL --limit 4",
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"tn-financial-data query earnings-calendar --tickers AAPL,MSFT --start-date 2026-04-02 --end-date 2026-04-16",
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"tn-financial-data query quarterly-highlights --ticker AAPL",
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"tn-financial-data query analyst-estimates --ticker AAPL",
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"tn-financial-data query institutional-ownership --ticker AAPL --limit 20",
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"tn-financial-data query investor-portfolio --investor vanguard --limit 20",
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"tn-financial-data query global-rates --series ecb_refi,boe_sonia --limit 10",
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"tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000",
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'tn-financial-data query screen --filter "trailing_pe < 25" --filter "recommendation_key = buy" --limit 10',
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"tn-financial-data skill install --tool opencode",
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"tn-financial-data skill install --tool claude",
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{
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name: "earnings-transcripts",
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description: "Fetch normalized earnings call transcript metadata, participants, and speaker-turn structure for a single ticker.",
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options: [
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{
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name: "ticker",
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required: true,
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arguments: [{ name: "ticker", required: true, description: "Ticker symbol." }],
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description: "Ticker to fetch."
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},
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{
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name: "limit",
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arguments: [{ name: "limit", required: true, description: "Positive integer." }],
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description: "Maximum number of transcript artifacts to return."
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},
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{
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name: "report-period",
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arguments: [
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{
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name: "date",
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required: true,
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description: "Exact linked reporting-period end date."
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}
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],
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description: "Exact linked report-period filter."
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}
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]
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},
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name: "quarterly-highlights",
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description: "Fetch issuer-reported supplemental quarterly highlights from the linked SEC Exhibit 99.1 release for supported companies.",
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{
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name: "us-rates",
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description: "Fetch US Treasury and Fed funds series with historical observations.",
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+
options: [
|
|
1602
|
+
{
|
|
1603
|
+
name: "series",
|
|
1604
|
+
arguments: [
|
|
1605
|
+
{
|
|
1606
|
+
name: "series",
|
|
1607
|
+
required: true,
|
|
1608
|
+
acceptedValues: [
|
|
1609
|
+
"us_treasury_3m",
|
|
1610
|
+
"us_treasury_2y",
|
|
1611
|
+
"us_treasury_5y",
|
|
1612
|
+
"us_treasury_10y",
|
|
1613
|
+
"us_treasury_30y",
|
|
1614
|
+
"fed_funds_rate"
|
|
1615
|
+
],
|
|
1616
|
+
description: "Comma-separated series key list."
|
|
1617
|
+
}
|
|
1618
|
+
],
|
|
1619
|
+
description: "Comma-separated US rates series list. Defaults to all supported US rates."
|
|
1620
|
+
},
|
|
1621
|
+
{
|
|
1622
|
+
name: "start-date",
|
|
1623
|
+
arguments: [{ name: "date", required: true, description: "Window start date." }],
|
|
1624
|
+
description: "Inclusive start date filter."
|
|
1625
|
+
},
|
|
1626
|
+
{
|
|
1627
|
+
name: "end-date",
|
|
1628
|
+
arguments: [{ name: "date", required: true, description: "Window end date." }],
|
|
1629
|
+
description: "Inclusive end date filter."
|
|
1630
|
+
},
|
|
1631
|
+
{
|
|
1632
|
+
name: "limit",
|
|
1633
|
+
arguments: [{ name: "limit", required: true, description: "Positive integer." }],
|
|
1634
|
+
description: "Maximum observations per series to return."
|
|
1635
|
+
}
|
|
1636
|
+
]
|
|
1637
|
+
},
|
|
1638
|
+
{
|
|
1639
|
+
name: "us-economic-indicators",
|
|
1640
|
+
description: "Fetch US CPI, GDP, and unemployment series with historical observations.",
|
|
1641
|
+
options: [
|
|
1642
|
+
{
|
|
1643
|
+
name: "series",
|
|
1644
|
+
arguments: [
|
|
1645
|
+
{
|
|
1646
|
+
name: "series",
|
|
1647
|
+
required: true,
|
|
1648
|
+
acceptedValues: ["us_cpi", "us_gdp", "us_unemployment"],
|
|
1649
|
+
description: "Comma-separated series key list."
|
|
1650
|
+
}
|
|
1651
|
+
],
|
|
1652
|
+
description: "Comma-separated US economic indicator series list. Defaults to all supported indicators."
|
|
1653
|
+
},
|
|
1654
|
+
{
|
|
1655
|
+
name: "start-date",
|
|
1656
|
+
arguments: [{ name: "date", required: true, description: "Window start date." }],
|
|
1657
|
+
description: "Inclusive start date filter."
|
|
1658
|
+
},
|
|
1659
|
+
{
|
|
1660
|
+
name: "end-date",
|
|
1661
|
+
arguments: [{ name: "date", required: true, description: "Window end date." }],
|
|
1662
|
+
description: "Inclusive end date filter."
|
|
1663
|
+
},
|
|
1664
|
+
{
|
|
1665
|
+
name: "limit",
|
|
1666
|
+
arguments: [{ name: "limit", required: true, description: "Positive integer." }],
|
|
1667
|
+
description: "Maximum observations per series to return."
|
|
1668
|
+
}
|
|
1669
|
+
]
|
|
1670
|
+
},
|
|
1543
1671
|
{
|
|
1544
1672
|
name: "snapshot",
|
|
1545
1673
|
description: "Fetch the latest daily price snapshot for one ticker or a small ticker batch.",
|
|
@@ -1940,6 +2068,20 @@ var GLOBAL_INTEREST_RATE_SERIES_KEYS = [
|
|
|
1940
2068
|
"rba_3m",
|
|
1941
2069
|
"snb_call_money"
|
|
1942
2070
|
];
|
|
2071
|
+
var US_INTEREST_RATE_SERIES_KEYS = [
|
|
2072
|
+
"us_treasury_3m",
|
|
2073
|
+
"us_treasury_2y",
|
|
2074
|
+
"us_treasury_5y",
|
|
2075
|
+
"us_treasury_10y",
|
|
2076
|
+
"us_treasury_30y",
|
|
2077
|
+
"fed_funds_rate"
|
|
2078
|
+
];
|
|
2079
|
+
var US_ECONOMIC_INDICATOR_SERIES_KEYS = ["us_cpi", "us_gdp", "us_unemployment"];
|
|
2080
|
+
var MACRO_SERIES_KEYS = [
|
|
2081
|
+
...GLOBAL_INTEREST_RATE_SERIES_KEYS,
|
|
2082
|
+
...US_INTEREST_RATE_SERIES_KEYS,
|
|
2083
|
+
...US_ECONOMIC_INDICATOR_SERIES_KEYS
|
|
2084
|
+
];
|
|
1943
2085
|
|
|
1944
2086
|
// src/reference-data/global-rates-series.ts
|
|
1945
2087
|
var GLOBAL_INTEREST_RATE_SERIES_ALIASES = {
|
|
@@ -1966,6 +2108,61 @@ function normalizeGlobalInterestRateSeriesKey(value) {
|
|
|
1966
2108
|
return GLOBAL_INTEREST_RATE_SERIES_ALIASES[normalized] ?? null;
|
|
1967
2109
|
}
|
|
1968
2110
|
|
|
2111
|
+
// src/reference-data/us-macro-series.ts
|
|
2112
|
+
var US_INTEREST_RATE_SERIES_ALIASES = {
|
|
2113
|
+
"3m": "us_treasury_3m",
|
|
2114
|
+
"3mo": "us_treasury_3m",
|
|
2115
|
+
"3_month": "us_treasury_3m",
|
|
2116
|
+
treasury_3m: "us_treasury_3m",
|
|
2117
|
+
us_3m: "us_treasury_3m",
|
|
2118
|
+
us_tbill_3m: "us_treasury_3m",
|
|
2119
|
+
"2y": "us_treasury_2y",
|
|
2120
|
+
treasury_2y: "us_treasury_2y",
|
|
2121
|
+
us_2y: "us_treasury_2y",
|
|
2122
|
+
"5y": "us_treasury_5y",
|
|
2123
|
+
treasury_5y: "us_treasury_5y",
|
|
2124
|
+
us_5y: "us_treasury_5y",
|
|
2125
|
+
"10y": "us_treasury_10y",
|
|
2126
|
+
treasury_10y: "us_treasury_10y",
|
|
2127
|
+
us_10y: "us_treasury_10y",
|
|
2128
|
+
"30y": "us_treasury_30y",
|
|
2129
|
+
treasury_30y: "us_treasury_30y",
|
|
2130
|
+
us_30y: "us_treasury_30y",
|
|
2131
|
+
fed_funds: "fed_funds_rate",
|
|
2132
|
+
fedfunds: "fed_funds_rate",
|
|
2133
|
+
fedfundsrate: "fed_funds_rate",
|
|
2134
|
+
ffr: "fed_funds_rate"
|
|
2135
|
+
};
|
|
2136
|
+
var US_ECONOMIC_INDICATOR_SERIES_ALIASES = {
|
|
2137
|
+
cpi: "us_cpi",
|
|
2138
|
+
gdp: "us_gdp",
|
|
2139
|
+
unemployment: "us_unemployment",
|
|
2140
|
+
unemployment_rate: "us_unemployment"
|
|
2141
|
+
};
|
|
2142
|
+
function canonicalizeSeriesKeyInput2(value) {
|
|
2143
|
+
return value.trim().toLowerCase().replace(/[\s-]+/g, "_");
|
|
2144
|
+
}
|
|
2145
|
+
function normalizeUsInterestRateSeriesKey(value) {
|
|
2146
|
+
const normalized = canonicalizeSeriesKeyInput2(value);
|
|
2147
|
+
if (!normalized) {
|
|
2148
|
+
return null;
|
|
2149
|
+
}
|
|
2150
|
+
if (US_INTEREST_RATE_SERIES_KEYS.includes(normalized)) {
|
|
2151
|
+
return normalized;
|
|
2152
|
+
}
|
|
2153
|
+
return US_INTEREST_RATE_SERIES_ALIASES[normalized] ?? null;
|
|
2154
|
+
}
|
|
2155
|
+
function normalizeUsEconomicIndicatorSeriesKey(value) {
|
|
2156
|
+
const normalized = canonicalizeSeriesKeyInput2(value);
|
|
2157
|
+
if (!normalized) {
|
|
2158
|
+
return null;
|
|
2159
|
+
}
|
|
2160
|
+
if (US_ECONOMIC_INDICATOR_SERIES_KEYS.includes(normalized)) {
|
|
2161
|
+
return normalized;
|
|
2162
|
+
}
|
|
2163
|
+
return US_ECONOMIC_INDICATOR_SERIES_ALIASES[normalized] ?? null;
|
|
2164
|
+
}
|
|
2165
|
+
|
|
1969
2166
|
// src/cli/query-subcommand-help.ts
|
|
1970
2167
|
function renderHelp(command, description, options, example) {
|
|
1971
2168
|
return [
|
|
@@ -2123,6 +2320,20 @@ var QUERY_SUBCOMMAND_HELP = {
|
|
|
2123
2320
|
],
|
|
2124
2321
|
"tn-financial-data query earnings --ticker AAPL --period quarterly --limit 8"
|
|
2125
2322
|
),
|
|
2323
|
+
"earnings-transcripts": renderHelp(
|
|
2324
|
+
"earnings-transcripts",
|
|
2325
|
+
[
|
|
2326
|
+
"Fetch normalized earnings call transcript metadata, participants, and speaker-turn structure for a single ticker."
|
|
2327
|
+
],
|
|
2328
|
+
[
|
|
2329
|
+
"--ticker <symbol> Required. Stock ticker symbol.",
|
|
2330
|
+
"--limit <n> Number of transcript artifacts to return.",
|
|
2331
|
+
"--report-period <date> Exact linked report period (YYYY-MM-DD).",
|
|
2332
|
+
"--api-key <key> API key. Overrides TN_FINANCIAL_DATA_API_KEY.",
|
|
2333
|
+
"--base-url <url> API base URL override."
|
|
2334
|
+
],
|
|
2335
|
+
"tn-financial-data query earnings-transcripts --ticker AAPL --limit 4"
|
|
2336
|
+
),
|
|
2126
2337
|
"earnings-calendar": renderHelp(
|
|
2127
2338
|
"earnings-calendar",
|
|
2128
2339
|
[
|
|
@@ -2284,7 +2495,7 @@ var QUERY_SUBCOMMAND_HELP = {
|
|
|
2284
2495
|
),
|
|
2285
2496
|
"global-rates": renderHelp(
|
|
2286
2497
|
"global-rates",
|
|
2287
|
-
["Fetch
|
|
2498
|
+
["Fetch stored global policy and money-market rate history from the hosted API."],
|
|
2288
2499
|
[
|
|
2289
2500
|
"--series <csv> Optional comma-separated series keys.",
|
|
2290
2501
|
"--start-date <date> Optional start date (YYYY-MM-DD).",
|
|
@@ -2295,6 +2506,32 @@ var QUERY_SUBCOMMAND_HELP = {
|
|
|
2295
2506
|
],
|
|
2296
2507
|
"tn-financial-data query global-rates --series ecb_refi,boe_sonia --limit 10"
|
|
2297
2508
|
),
|
|
2509
|
+
"us-rates": renderHelp(
|
|
2510
|
+
"us-rates",
|
|
2511
|
+
["Fetch stored US Treasury and Fed funds history from the hosted API."],
|
|
2512
|
+
[
|
|
2513
|
+
"--series <csv> Optional comma-separated US rates series keys.",
|
|
2514
|
+
"--start-date <date> Optional start date (YYYY-MM-DD).",
|
|
2515
|
+
"--end-date <date> Optional end date (YYYY-MM-DD).",
|
|
2516
|
+
"--limit <n> Number of observations to return per series.",
|
|
2517
|
+
"--api-key <key> API key. Overrides TN_FINANCIAL_DATA_API_KEY.",
|
|
2518
|
+
"--base-url <url> API base URL override."
|
|
2519
|
+
],
|
|
2520
|
+
"tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000"
|
|
2521
|
+
),
|
|
2522
|
+
"us-economic-indicators": renderHelp(
|
|
2523
|
+
"us-economic-indicators",
|
|
2524
|
+
["Fetch stored US CPI, GDP, and unemployment history from the hosted API."],
|
|
2525
|
+
[
|
|
2526
|
+
"--series <csv> Optional comma-separated US economic indicator keys.",
|
|
2527
|
+
"--start-date <date> Optional start date (YYYY-MM-DD).",
|
|
2528
|
+
"--end-date <date> Optional end date (YYYY-MM-DD).",
|
|
2529
|
+
"--limit <n> Number of observations to return per series.",
|
|
2530
|
+
"--api-key <key> API key. Overrides TN_FINANCIAL_DATA_API_KEY.",
|
|
2531
|
+
"--base-url <url> API base URL override."
|
|
2532
|
+
],
|
|
2533
|
+
"tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120"
|
|
2534
|
+
),
|
|
2298
2535
|
"segmented-revenues": renderHelp(
|
|
2299
2536
|
"segmented-revenues",
|
|
2300
2537
|
["Fetch reported segment revenue rows for a single issuer."],
|
|
@@ -2524,6 +2761,17 @@ function buildEarningsCalendarCliOptions(parsed) {
|
|
|
2524
2761
|
}
|
|
2525
2762
|
return options;
|
|
2526
2763
|
}
|
|
2764
|
+
function parseMacroSeriesSelection(value, acceptedValues, normalize) {
|
|
2765
|
+
return value?.split(",").map((item) => item.trim()).filter((item) => item.length > 0).map((item) => {
|
|
2766
|
+
const normalized = normalize(item);
|
|
2767
|
+
if (!normalized) {
|
|
2768
|
+
throw new CliUsageError(
|
|
2769
|
+
`series must be a comma-separated list of: ${acceptedValues.join(", ")}.`
|
|
2770
|
+
);
|
|
2771
|
+
}
|
|
2772
|
+
return normalized;
|
|
2773
|
+
});
|
|
2774
|
+
}
|
|
2527
2775
|
async function handleQuery(parsed, runtime, deps) {
|
|
2528
2776
|
const resource = parsed.positionals[1];
|
|
2529
2777
|
if (!resource) {
|
|
@@ -2702,6 +2950,20 @@ async function handleQuery(parsed, runtime, deps) {
|
|
|
2702
2950
|
printJson(runtime, await client.getEarningsCalendar(buildEarningsCalendarCliOptions(parsed)));
|
|
2703
2951
|
return 0;
|
|
2704
2952
|
}
|
|
2953
|
+
case "earnings-transcripts": {
|
|
2954
|
+
const ticker = requireOption(parsed, "ticker");
|
|
2955
|
+
const options = {};
|
|
2956
|
+
const limit = getOption(parsed, "limit");
|
|
2957
|
+
const reportPeriod = getOption(parsed, "report-period");
|
|
2958
|
+
if (limit) {
|
|
2959
|
+
options.limit = parsePositiveInt(limit, "limit");
|
|
2960
|
+
}
|
|
2961
|
+
if (reportPeriod) {
|
|
2962
|
+
options.reportPeriod = reportPeriod;
|
|
2963
|
+
}
|
|
2964
|
+
printJson(runtime, await client.getEarningsTranscripts(ticker, options));
|
|
2965
|
+
return 0;
|
|
2966
|
+
}
|
|
2705
2967
|
case "quarterly-highlights": {
|
|
2706
2968
|
const ticker = requireOption(parsed, "ticker");
|
|
2707
2969
|
const options = {};
|
|
@@ -2848,15 +3110,11 @@ async function handleQuery(parsed, runtime, deps) {
|
|
|
2848
3110
|
}
|
|
2849
3111
|
case "global-rates": {
|
|
2850
3112
|
const limit = getOption(parsed, "limit");
|
|
2851
|
-
const series =
|
|
2852
|
-
|
|
2853
|
-
|
|
2854
|
-
|
|
2855
|
-
|
|
2856
|
-
);
|
|
2857
|
-
}
|
|
2858
|
-
return normalized;
|
|
2859
|
-
});
|
|
3113
|
+
const series = parseMacroSeriesSelection(
|
|
3114
|
+
getOption(parsed, "series"),
|
|
3115
|
+
GLOBAL_INTEREST_RATE_SERIES_KEYS,
|
|
3116
|
+
normalizeGlobalInterestRateSeriesKey
|
|
3117
|
+
);
|
|
2860
3118
|
printJson(
|
|
2861
3119
|
runtime,
|
|
2862
3120
|
await client.getGlobalInterestRates({
|
|
@@ -2868,6 +3126,46 @@ async function handleQuery(parsed, runtime, deps) {
|
|
|
2868
3126
|
);
|
|
2869
3127
|
return 0;
|
|
2870
3128
|
}
|
|
3129
|
+
case "us-rates": {
|
|
3130
|
+
const limit = getOption(parsed, "limit");
|
|
3131
|
+
const series = parseMacroSeriesSelection(
|
|
3132
|
+
getOption(parsed, "series"),
|
|
3133
|
+
US_INTEREST_RATE_SERIES_KEYS,
|
|
3134
|
+
normalizeUsInterestRateSeriesKey
|
|
3135
|
+
);
|
|
3136
|
+
const options = {
|
|
3137
|
+
startDate: getOption(parsed, "start-date"),
|
|
3138
|
+
endDate: getOption(parsed, "end-date")
|
|
3139
|
+
};
|
|
3140
|
+
if (limit) {
|
|
3141
|
+
options.limit = parsePositiveInt(limit, "limit");
|
|
3142
|
+
}
|
|
3143
|
+
if (series && series.length > 0) {
|
|
3144
|
+
options.series = series;
|
|
3145
|
+
}
|
|
3146
|
+
printJson(runtime, await client.getUsInterestRates(options));
|
|
3147
|
+
return 0;
|
|
3148
|
+
}
|
|
3149
|
+
case "us-economic-indicators": {
|
|
3150
|
+
const limit = getOption(parsed, "limit");
|
|
3151
|
+
const series = parseMacroSeriesSelection(
|
|
3152
|
+
getOption(parsed, "series"),
|
|
3153
|
+
US_ECONOMIC_INDICATOR_SERIES_KEYS,
|
|
3154
|
+
normalizeUsEconomicIndicatorSeriesKey
|
|
3155
|
+
);
|
|
3156
|
+
const options = {
|
|
3157
|
+
startDate: getOption(parsed, "start-date"),
|
|
3158
|
+
endDate: getOption(parsed, "end-date")
|
|
3159
|
+
};
|
|
3160
|
+
if (limit) {
|
|
3161
|
+
options.limit = parsePositiveInt(limit, "limit");
|
|
3162
|
+
}
|
|
3163
|
+
if (series && series.length > 0) {
|
|
3164
|
+
options.series = series;
|
|
3165
|
+
}
|
|
3166
|
+
printJson(runtime, await client.getUsEconomicIndicators(options));
|
|
3167
|
+
return 0;
|
|
3168
|
+
}
|
|
2871
3169
|
case "segmented-revenues": {
|
|
2872
3170
|
const ticker = requireOption(parsed, "ticker");
|
|
2873
3171
|
const period = assertAcceptedValue(
|
package/dist/client/index.d.ts
CHANGED
|
@@ -35,6 +35,10 @@ interface ScreenerStringInFilter {
|
|
|
35
35
|
type ScreenerFilter = ScreenerNumericFilter | ScreenerStringEqFilter | ScreenerStringInFilter;
|
|
36
36
|
declare const GLOBAL_INTEREST_RATE_SERIES_KEYS: readonly ["ecb_refi", "ecb_deposit", "boj_call_money", "boe_sonia", "boc_call_money", "rba_3m", "snb_call_money"];
|
|
37
37
|
type GlobalInterestRateSeriesKey = (typeof GLOBAL_INTEREST_RATE_SERIES_KEYS)[number];
|
|
38
|
+
declare const US_INTEREST_RATE_SERIES_KEYS: readonly ["us_treasury_3m", "us_treasury_2y", "us_treasury_5y", "us_treasury_10y", "us_treasury_30y", "fed_funds_rate"];
|
|
39
|
+
type UsInterestRateSeriesKey = (typeof US_INTEREST_RATE_SERIES_KEYS)[number];
|
|
40
|
+
declare const US_ECONOMIC_INDICATOR_SERIES_KEYS: readonly ["us_cpi", "us_gdp", "us_unemployment"];
|
|
41
|
+
type UsEconomicIndicatorSeriesKey = (typeof US_ECONOMIC_INDICATOR_SERIES_KEYS)[number];
|
|
38
42
|
|
|
39
43
|
interface IncomeStatementData {
|
|
40
44
|
ticker: string;
|
|
@@ -470,6 +474,10 @@ interface FinancialMetricsOpts extends OptionalFinancialQueryOpts {
|
|
|
470
474
|
}
|
|
471
475
|
interface EarningsOpts extends OptionalFinancialQueryOpts {
|
|
472
476
|
}
|
|
477
|
+
interface EarningsTranscriptsOpts {
|
|
478
|
+
limit?: number;
|
|
479
|
+
reportPeriod?: string;
|
|
480
|
+
}
|
|
473
481
|
interface EarningsCalendarOpts {
|
|
474
482
|
ticker?: string;
|
|
475
483
|
tickers?: readonly string[];
|
|
@@ -499,6 +507,18 @@ interface GlobalInterestRatesOpts {
|
|
|
499
507
|
endDate?: string;
|
|
500
508
|
series?: readonly GlobalInterestRateSeriesKey[];
|
|
501
509
|
}
|
|
510
|
+
interface UsInterestRatesOpts {
|
|
511
|
+
limit?: number;
|
|
512
|
+
startDate?: string;
|
|
513
|
+
endDate?: string;
|
|
514
|
+
series?: readonly UsInterestRateSeriesKey[];
|
|
515
|
+
}
|
|
516
|
+
interface UsEconomicIndicatorsOpts {
|
|
517
|
+
limit?: number;
|
|
518
|
+
startDate?: string;
|
|
519
|
+
endDate?: string;
|
|
520
|
+
series?: readonly UsEconomicIndicatorSeriesKey[];
|
|
521
|
+
}
|
|
502
522
|
interface IncomeStatementsResponse extends ReadMetadata {
|
|
503
523
|
period: FinancialPeriod;
|
|
504
524
|
income_statements: IncomeStatement[];
|
|
@@ -536,6 +556,33 @@ interface EarningsResponse extends ReadMetadata {
|
|
|
536
556
|
period: FinancialPeriod;
|
|
537
557
|
earnings: EarningsRow[];
|
|
538
558
|
}
|
|
559
|
+
interface EarningsTranscriptParticipant {
|
|
560
|
+
participant_index: number;
|
|
561
|
+
name: string;
|
|
562
|
+
title: string | null;
|
|
563
|
+
firm: string | null;
|
|
564
|
+
role: string;
|
|
565
|
+
}
|
|
566
|
+
interface EarningsTranscriptSpeakerTurn {
|
|
567
|
+
turn_index: number;
|
|
568
|
+
speaker: string;
|
|
569
|
+
role: string;
|
|
570
|
+
}
|
|
571
|
+
interface EarningsTranscript {
|
|
572
|
+
headline: string;
|
|
573
|
+
report_period: string | null;
|
|
574
|
+
quarter_label: string | null;
|
|
575
|
+
published_at: string | null;
|
|
576
|
+
call_date: string | null;
|
|
577
|
+
question_count: number;
|
|
578
|
+
total_speaker_turns: number;
|
|
579
|
+
qa_turn_start_index: number | null;
|
|
580
|
+
participants: EarningsTranscriptParticipant[];
|
|
581
|
+
speaker_turns: EarningsTranscriptSpeakerTurn[];
|
|
582
|
+
}
|
|
583
|
+
interface EarningsTranscriptsResponse extends ReadMetadata {
|
|
584
|
+
transcripts: EarningsTranscript[];
|
|
585
|
+
}
|
|
539
586
|
interface EarningsCalendarEvent extends SnakeCasedProperties<Omit<EarningsCalendarEventData, "refreshedAt">> {
|
|
540
587
|
name: string;
|
|
541
588
|
refreshed_at: string;
|
|
@@ -813,7 +860,7 @@ interface GlobalInterestRateSeries {
|
|
|
813
860
|
label: string;
|
|
814
861
|
region: string;
|
|
815
862
|
country_code: string;
|
|
816
|
-
frequency: "daily" | "monthly";
|
|
863
|
+
frequency: "daily" | "monthly" | "quarterly";
|
|
817
864
|
latest: GlobalInterestRateObservation | null;
|
|
818
865
|
observations: GlobalInterestRateObservation[];
|
|
819
866
|
}
|
|
@@ -823,6 +870,38 @@ interface GlobalInterestRatesResponse {
|
|
|
823
870
|
as_of: string | null;
|
|
824
871
|
rates: GlobalInterestRateSeries[];
|
|
825
872
|
}
|
|
873
|
+
interface UsInterestRateSeries {
|
|
874
|
+
key: UsInterestRateSeriesKey;
|
|
875
|
+
series_id: string;
|
|
876
|
+
label: string;
|
|
877
|
+
region: string;
|
|
878
|
+
country_code: string;
|
|
879
|
+
frequency: "daily" | "monthly" | "quarterly";
|
|
880
|
+
latest: GlobalInterestRateObservation | null;
|
|
881
|
+
observations: GlobalInterestRateObservation[];
|
|
882
|
+
}
|
|
883
|
+
interface UsInterestRatesResponse {
|
|
884
|
+
source: "fred";
|
|
885
|
+
availability: DataAvailability;
|
|
886
|
+
as_of: string | null;
|
|
887
|
+
rates: UsInterestRateSeries[];
|
|
888
|
+
}
|
|
889
|
+
interface UsEconomicIndicatorSeries {
|
|
890
|
+
key: UsEconomicIndicatorSeriesKey;
|
|
891
|
+
series_id: string;
|
|
892
|
+
label: string;
|
|
893
|
+
region: string;
|
|
894
|
+
country_code: string;
|
|
895
|
+
frequency: "daily" | "monthly" | "quarterly";
|
|
896
|
+
latest: GlobalInterestRateObservation | null;
|
|
897
|
+
observations: GlobalInterestRateObservation[];
|
|
898
|
+
}
|
|
899
|
+
interface UsEconomicIndicatorsResponse {
|
|
900
|
+
source: "fred";
|
|
901
|
+
availability: DataAvailability;
|
|
902
|
+
as_of: string | null;
|
|
903
|
+
indicators: UsEconomicIndicatorSeries[];
|
|
904
|
+
}
|
|
826
905
|
type AnalystEstimate = SnakeCasedProperties<Omit<AnalystEstimateData, "ticker">>;
|
|
827
906
|
type AnalystPriceTarget = SnakeCasedProperties<AnalystPriceTargetData>;
|
|
828
907
|
interface AnalystEstimatesResponse {
|
|
@@ -956,6 +1035,7 @@ declare class TnFinancialData {
|
|
|
956
1035
|
getFinancialMetricsSnapshot(ticker: string, opts?: Pick<FinancialMetricsOpts, "period">): Promise<ApiResponse<FinancialMetricsSnapshotResponse>>;
|
|
957
1036
|
getBatchFinancialMetricsSnapshots(tickers: readonly string[], opts?: Pick<FinancialMetricsOpts, "period">): Promise<ApiResponse<BatchFinancialMetricsSnapshotsResponse>>;
|
|
958
1037
|
getEarnings(ticker: string, opts?: EarningsOpts): Promise<ApiResponse<EarningsResponse>>;
|
|
1038
|
+
getEarningsTranscripts(ticker: string, opts?: EarningsTranscriptsOpts): Promise<ApiResponse<EarningsTranscriptsResponse>>;
|
|
959
1039
|
getEarningsCalendar(opts?: EarningsCalendarOpts): Promise<ApiResponse<EarningsCalendarResponse>>;
|
|
960
1040
|
getGeneralOverview(ticker: string, opts?: GeneralOverviewOpts): Promise<ApiResponse<GeneralOverviewResponse>>;
|
|
961
1041
|
getKeyStatistics(ticker: string): Promise<ApiResponse<KeyStatisticsResponse>>;
|
|
@@ -975,6 +1055,9 @@ declare class TnFinancialData {
|
|
|
975
1055
|
getInstitutionalOwnership(ticker: string, opts?: InstitutionalOwnershipOpts): Promise<ApiResponse<InstitutionalOwnershipResponse>>;
|
|
976
1056
|
getInvestorPortfolio(opts: InvestorPortfolioOpts): Promise<ApiResponse<InvestorPortfolioResponse>>;
|
|
977
1057
|
getGlobalInterestRates(opts?: GlobalInterestRatesOpts): Promise<ApiResponse<GlobalInterestRatesResponse>>;
|
|
1058
|
+
getUsInterestRates(opts?: UsInterestRatesOpts): Promise<ApiResponse<UsInterestRatesResponse>>;
|
|
1059
|
+
getUsEconomicIndicators(opts?: UsEconomicIndicatorsOpts): Promise<ApiResponse<UsEconomicIndicatorsResponse>>;
|
|
1060
|
+
private buildMacroSeriesParams;
|
|
978
1061
|
getAnalystEstimates(ticker: string): Promise<ApiResponse<AnalystEstimatesResponse>>;
|
|
979
1062
|
getCompanyFacts(ticker: string): Promise<ApiResponse<{
|
|
980
1063
|
company_facts: CompanyFacts;
|
|
@@ -985,4 +1068,4 @@ declare class TnFinancialData {
|
|
|
985
1068
|
screen(request: ScreenerRequest): Promise<ApiResponse<ScreenerResponse>>;
|
|
986
1069
|
}
|
|
987
1070
|
|
|
988
|
-
export { type AnalystEstimate, type AnalystEstimatesResponse, type AnalystPriceTarget, ApiError, type ApiResponse, type AvailableTicker, type AvailableTickersResponse, type BalanceSheet, type BalanceSheetsResponse, type BatchFinancialMetricsSnapshotEntry, type BatchFinancialMetricsSnapshotsResponse, type BatchNotFoundEntry, type BatchPriceSnapshotEntry, type BatchPriceSnapshotsResponse, type BatchTickerResolutionResponse, type CashFlowStatement, type CashFlowStatementsResponse, type ClientOptions, type CompanyFacts, type ConsensusSurprise, type CorporateActionsOpts, DEFAULT_API_BASE_URL, type DataAvailability, type DividendEvent, type DividendsResponse, type EarningsCalendarEvent, type EarningsCalendarOpts, type EarningsCalendarResponse, type EarningsOpts, type EarningsResponse, type EarningsRow, type FilingExhibit, type FilingItemSection, type FilingItemsOpts, type FilingItemsResponse, type FilingMetadata, type FilingsOpts, type FilingsResponse, type FinancialMetric, type FinancialMetricsOpts, type FinancialMetricsResponse, type FinancialMetricsSnapshotResponse, type FinancialOpts, type FinancialsResponse, type GeneralOverviewFinancials, type GeneralOverviewNews, type GeneralOverviewOpts, type GeneralOverviewPriceSnapshot, type GeneralOverviewResponse, type GlobalInterestRateObservation, type GlobalInterestRateSeries, type GlobalInterestRatesOpts, type GlobalInterestRatesResponse, type IncomeStatement, type IncomeStatementsResponse, type InsiderTrade, type InsiderTradesOpts, type InsiderTradesResponse, type InstitutionalOwnershipEntry, type InstitutionalOwnershipOpts, type InstitutionalOwnershipResponse, type InvestorPortfolioHolding, type InvestorPortfolioInvestor, type InvestorPortfolioOpts, type InvestorPortfolioResponse, type InvestorPortfolioSummary, type KeyStatistics, type KeyStatisticsResponse, type NewsArticle, type NewsOpts, type NewsResponse, type NewsSearchArticle, type NewsSearchOpts, type NewsSearchResponse, type OptionalFinancialQueryOpts, type PriceBar, type PriceHistoryResponse, type PriceOpts, type PriceSnapshot, type PriceSnapshotResponse, type QuarterlyHighlightsMetric, type QuarterlyHighlightsOpts, type QuarterlyHighlightsPayload, type QuarterlyHighlightsResponse, type RateLimitAnnotatedResponse, type RateLimitInfo, type ReadMetadata, type ReportPeriodFilterOpts, type ScreenerFieldMetadata, type ScreenerFieldsResponse, type ScreenerRequest, type ScreenerResponse, type ScreenerResultRow, type SegmentedRevenueItem, type SegmentedRevenuePeriod, type SegmentedRevenuesOpts, type SegmentedRevenuesResponse, type SnakeCase, type SplitEvent, type SplitsResponse, type TickerResolutionCandidate, type TickerResolutionConfidence, type TickerResolutionIntent, type TickerResolutionMatchKind, type TickerResolutionRelationship, type TickerResolutionResponse, type TickerResolutionStatus, TnFinancialData };
|
|
1071
|
+
export { type AnalystEstimate, type AnalystEstimatesResponse, type AnalystPriceTarget, ApiError, type ApiResponse, type AvailableTicker, type AvailableTickersResponse, type BalanceSheet, type BalanceSheetsResponse, type BatchFinancialMetricsSnapshotEntry, type BatchFinancialMetricsSnapshotsResponse, type BatchNotFoundEntry, type BatchPriceSnapshotEntry, type BatchPriceSnapshotsResponse, type BatchTickerResolutionResponse, type CashFlowStatement, type CashFlowStatementsResponse, type ClientOptions, type CompanyFacts, type ConsensusSurprise, type CorporateActionsOpts, DEFAULT_API_BASE_URL, type DataAvailability, type DividendEvent, type DividendsResponse, type EarningsCalendarEvent, type EarningsCalendarOpts, type EarningsCalendarResponse, type EarningsOpts, type EarningsResponse, type EarningsRow, type EarningsTranscript, type EarningsTranscriptParticipant, type EarningsTranscriptSpeakerTurn, type EarningsTranscriptsOpts, type EarningsTranscriptsResponse, type FilingExhibit, type FilingItemSection, type FilingItemsOpts, type FilingItemsResponse, type FilingMetadata, type FilingsOpts, type FilingsResponse, type FinancialMetric, type FinancialMetricsOpts, type FinancialMetricsResponse, type FinancialMetricsSnapshotResponse, type FinancialOpts, type FinancialsResponse, type GeneralOverviewFinancials, type GeneralOverviewNews, type GeneralOverviewOpts, type GeneralOverviewPriceSnapshot, type GeneralOverviewResponse, type GlobalInterestRateObservation, type GlobalInterestRateSeries, type GlobalInterestRatesOpts, type GlobalInterestRatesResponse, type IncomeStatement, type IncomeStatementsResponse, type InsiderTrade, type InsiderTradesOpts, type InsiderTradesResponse, type InstitutionalOwnershipEntry, type InstitutionalOwnershipOpts, type InstitutionalOwnershipResponse, type InvestorPortfolioHolding, type InvestorPortfolioInvestor, type InvestorPortfolioOpts, type InvestorPortfolioResponse, type InvestorPortfolioSummary, type KeyStatistics, type KeyStatisticsResponse, type NewsArticle, type NewsOpts, type NewsResponse, type NewsSearchArticle, type NewsSearchOpts, type NewsSearchResponse, type OptionalFinancialQueryOpts, type PriceBar, type PriceHistoryResponse, type PriceOpts, type PriceSnapshot, type PriceSnapshotResponse, type QuarterlyHighlightsMetric, type QuarterlyHighlightsOpts, type QuarterlyHighlightsPayload, type QuarterlyHighlightsResponse, type RateLimitAnnotatedResponse, type RateLimitInfo, type ReadMetadata, type ReportPeriodFilterOpts, type ScreenerFieldMetadata, type ScreenerFieldsResponse, type ScreenerRequest, type ScreenerResponse, type ScreenerResultRow, type SegmentedRevenueItem, type SegmentedRevenuePeriod, type SegmentedRevenuesOpts, type SegmentedRevenuesResponse, type SnakeCase, type SplitEvent, type SplitsResponse, type TickerResolutionCandidate, type TickerResolutionConfidence, type TickerResolutionIntent, type TickerResolutionMatchKind, type TickerResolutionRelationship, type TickerResolutionResponse, type TickerResolutionStatus, TnFinancialData, type UsEconomicIndicatorSeries, type UsEconomicIndicatorsOpts, type UsEconomicIndicatorsResponse, type UsInterestRateSeries, type UsInterestRatesOpts, type UsInterestRatesResponse };
|
package/dist/client/index.js
CHANGED
|
@@ -272,6 +272,12 @@ var TnFinancialData = class {
|
|
|
272
272
|
`/earnings?${this.buildOptionalFinancialParams(ticker, opts)}`
|
|
273
273
|
);
|
|
274
274
|
}
|
|
275
|
+
async getEarningsTranscripts(ticker, opts) {
|
|
276
|
+
const params = new URLSearchParams({ ticker });
|
|
277
|
+
if (opts?.limit !== void 0) params.set("limit", String(opts.limit));
|
|
278
|
+
if (opts?.reportPeriod) params.set("report_period", opts.reportPeriod);
|
|
279
|
+
return this.request(`/earnings/transcripts?${params.toString()}`);
|
|
280
|
+
}
|
|
275
281
|
async getEarningsCalendar(opts) {
|
|
276
282
|
const params = this.buildEarningsCalendarParams(opts);
|
|
277
283
|
return this.request(
|
|
@@ -367,12 +373,24 @@ var TnFinancialData = class {
|
|
|
367
373
|
return this.request(`/institutional-ownership/investor?${params}`);
|
|
368
374
|
}
|
|
369
375
|
async getGlobalInterestRates(opts) {
|
|
376
|
+
const params = this.buildMacroSeriesParams(opts);
|
|
377
|
+
return this.request(`/macro/interest-rates/global?${params}`);
|
|
378
|
+
}
|
|
379
|
+
async getUsInterestRates(opts) {
|
|
380
|
+
const params = this.buildMacroSeriesParams(opts);
|
|
381
|
+
return this.request(`/macro/interest-rates/us?${params}`);
|
|
382
|
+
}
|
|
383
|
+
async getUsEconomicIndicators(opts) {
|
|
384
|
+
const params = this.buildMacroSeriesParams(opts);
|
|
385
|
+
return this.request(`/macro/economic-indicators/us?${params}`);
|
|
386
|
+
}
|
|
387
|
+
buildMacroSeriesParams(opts) {
|
|
370
388
|
const params = new URLSearchParams();
|
|
371
389
|
if (opts?.limit !== void 0) params.set("limit", String(opts.limit));
|
|
372
390
|
if (opts?.startDate) params.set("start_date", opts.startDate);
|
|
373
391
|
if (opts?.endDate) params.set("end_date", opts.endDate);
|
|
374
392
|
if (opts?.series && opts.series.length > 0) params.set("series", opts.series.join(","));
|
|
375
|
-
return
|
|
393
|
+
return params;
|
|
376
394
|
}
|
|
377
395
|
async getAnalystEstimates(ticker) {
|
|
378
396
|
return this.request(
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
---
|
|
2
2
|
name: tn-financial-data
|
|
3
|
-
description: Use this skill first for covered US equity data questions and covered-universe screens. Query server-backed company facts, general overviews, financials, analyst estimates, segmented revenues, prices, corporate actions, news, insider trades, institutional ownership, investor 13F portfolios, raw SEC filings, and global
|
|
3
|
+
description: Use this skill first for covered US equity data questions and covered-universe screens. Query server-backed company facts, general overviews, financials, analyst estimates, segmented revenues, prices, corporate actions, news, insider trades, institutional ownership, investor 13F portfolios, raw SEC filings, and global or US macro series through the tn-financial-data CLI.
|
|
4
4
|
license: MIT
|
|
5
5
|
---
|
|
6
6
|
|
|
@@ -29,7 +29,7 @@ Covered reads include:
|
|
|
29
29
|
- insider trades, issuer-level institutional ownership, and investor `13F` portfolios
|
|
30
30
|
- SEC filing discovery plus bounded raw filing text for `10-K`, `10-Q`, and `8-K`
|
|
31
31
|
- covered-universe screening and ranking
|
|
32
|
-
-
|
|
32
|
+
- stored global central-bank history plus FRED-backed US macro history through the hosted `tn-financial-data` API
|
|
33
33
|
|
|
34
34
|
## Routing Principles
|
|
35
35
|
|
|
@@ -70,6 +70,7 @@ tn-financial-data query financials --ticker AAPL --period annual --statement all
|
|
|
70
70
|
tn-financial-data query financial-metrics --ticker AAPL --period annual --limit 4
|
|
71
71
|
tn-financial-data query financial-metrics-snapshot --ticker AAPL
|
|
72
72
|
tn-financial-data query earnings --ticker AAPL --period quarterly --limit 8
|
|
73
|
+
tn-financial-data query earnings-transcripts --ticker AAPL --limit 4
|
|
73
74
|
tn-financial-data query earnings-calendar --tickers AAPL,MSFT --start-date 2026-04-02 --end-date 2026-04-16
|
|
74
75
|
tn-financial-data query quarterly-highlights --ticker AAPL
|
|
75
76
|
tn-financial-data query filings --ticker AAPL --filing-type 8-K --limit 10
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@@ -87,6 +88,8 @@ tn-financial-data query investor-portfolio --investor vanguard --limit 20
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87
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tn-financial-data query screen-fields
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88
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tn-financial-data query screen --filter "trailing_pe < 25" --filter "recommendation_key = buy" --limit 10
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89
90
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tn-financial-data query global-rates --series ecb_refi,boe_sonia --limit 10
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91
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+
tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000
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92
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+
tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120
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```
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92
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Practical defaults:
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@@ -94,13 +97,15 @@ Practical defaults:
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- Use `general-overview` for broad one-ticker prompts like “what’s up with NVDA?”
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95
98
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- Use `resolve-ticker` first when the user gives a company name, brand name, or broad one-company phrase without a trusted symbol
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96
99
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- Repeat `--query` on `resolve-ticker` when the user gives multiple ambiguous company names and you need to normalize them before batch comparisons
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100
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+
- Use `earnings-transcripts` when the user wants call participants, speaker order, or analyst-question structure rather than transcript prose
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97
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- Use `earnings-calendar` for upcoming date-window questions like “what earnings are coming up this week?” or “show me the next AAPL and MSFT earnings dates”
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98
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- Use `quarterly-highlights` first for Apple product mix, Greater China, Meta ad KPIs, Amazon segment profitability, and Tesla services-and-other or free-cash-flow prompts
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99
103
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- Use `filings` plus `filing-items` when the user explicitly asks for an SEC filing, `8-K`, `10-K`, `10-Q`, or raw filing text
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100
104
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- Do not start Apple product-mix prompts with `segmented-revenues`; that surface only exposes broad `Product` and `Service` rollups, while `quarterly-highlights` carries the product-line fields the prompt usually wants
|
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101
105
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- Use `financials`, `financial-metrics`, `earnings`, `analyst-estimates`, `segmented-revenues`, `prices`, `snapshot`, `dividends`, `splits`, or `news` when the user asks for a specific slice
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102
106
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- Use `investor-portfolio` for prompts like “What does Vanguard hold?” or “Show Berkshire’s latest 13F portfolio.”
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103
|
-
- Use `global-rates` for central-bank and rate-comparison prompts
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|
107
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+
- Use `global-rates` for central-bank and cross-country rate-comparison prompts
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|
108
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+
- Use `us-rates` and `us-economic-indicators` for FRED-backed US macro history such as Treasury yields, Fed funds, CPI, GDP, and unemployment
|
|
104
109
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105
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## References
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106
111
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@@ -19,6 +19,7 @@ Auth rule:
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19
19
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- for compare prompts, try to use matching command families and comparable periods across the names
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|
20
20
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- for investor-filer prompts like "what does Vanguard hold?", start with `investor-portfolio`
|
|
21
21
|
- for central-bank / global-rate comparisons, start with `global-rates`
|
|
22
|
+
- for US Treasury, Fed, CPI, GDP, or unemployment prompts, start with `us-rates` or `us-economic-indicators`
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22
23
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23
24
|
## Query Commands
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|
24
25
|
|
|
@@ -136,6 +137,19 @@ Meaning:
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136
137
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- if no matching quarterly statement exists for a reported quarter, the row still appears but statement-derived fields can be `null`
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137
138
|
- do not use Yahoo key-statistics growth fields as a substitute for statement-line YoY when the question is about revenue, operating income, net income, or EPS
|
|
138
139
|
|
|
140
|
+
Earnings transcripts:
|
|
141
|
+
|
|
142
|
+
```bash
|
|
143
|
+
tn-financial-data query earnings-transcripts --ticker AAPL --limit 4
|
|
144
|
+
tn-financial-data query earnings-transcripts --ticker AAPL --report-period 2025-12-27
|
|
145
|
+
```
|
|
146
|
+
|
|
147
|
+
Meaning:
|
|
148
|
+
- structured transcript metadata view over stored earnings transcript artifacts
|
|
149
|
+
- returns `headline`, linked `report_period`, `quarter_label`, `published_at`, `call_date`, `question_count`, participant roster, and ordered `speaker_turns`
|
|
150
|
+
- this surface intentionally excludes upstream source provenance fields such as source URL, parser version, and raw payload references
|
|
151
|
+
- use it when the question is about who joined the call, how many analyst questions there were, or the speaking order rather than the full transcript prose
|
|
152
|
+
|
|
139
153
|
Earnings calendar:
|
|
140
154
|
|
|
141
155
|
```bash
|
|
@@ -332,8 +346,33 @@ tn-financial-data query global-rates --series ecb_refi,boe_sonia --limit 10
|
|
|
332
346
|
|
|
333
347
|
Meaning:
|
|
334
348
|
- preferred first read for central-bank and global-rate prompts
|
|
349
|
+
- reads stored macro history from the hosted API, including FRED-backed US series
|
|
335
350
|
- natural-language mappings include ECB refi, ECB deposit, BOE Sonia, SNB call money, BOJ call money, BOC call money, and RBA 3M
|
|
336
351
|
|
|
352
|
+
US rates:
|
|
353
|
+
|
|
354
|
+
```bash
|
|
355
|
+
tn-financial-data query us-rates --series us_treasury_2y,us_treasury_10y,fed_funds_rate --start-date 2021-01-01 --end-date 2026-04-01 --limit 2000
|
|
356
|
+
```
|
|
357
|
+
|
|
358
|
+
Meaning:
|
|
359
|
+
- preferred first read for US Treasury curve and Fed funds prompts
|
|
360
|
+
- reads stored macro history from the hosted API, including FRED-backed US series
|
|
361
|
+
- returns historical observations plus a `latest` point per series
|
|
362
|
+
- natural-language aliases include `2y`, `5y`, `10y`, `30y`, and `fedfunds`
|
|
363
|
+
|
|
364
|
+
US economic indicators:
|
|
365
|
+
|
|
366
|
+
```bash
|
|
367
|
+
tn-financial-data query us-economic-indicators --series us_cpi,us_unemployment,us_gdp --start-date 2021-01-01 --end-date 2026-04-01 --limit 120
|
|
368
|
+
```
|
|
369
|
+
|
|
370
|
+
Meaning:
|
|
371
|
+
- preferred first read for US CPI, GDP, and unemployment prompts
|
|
372
|
+
- reads stored macro history from the hosted API
|
|
373
|
+
- raw series only: `us_cpi` is the CPI index level, not a computed YoY inflation transform
|
|
374
|
+
- natural-language aliases include `cpi`, `gdp`, and `unemployment`
|
|
375
|
+
|
|
337
376
|
Shared query options:
|
|
338
377
|
- `--api-key`
|
|
339
378
|
- `--base-url`
|