function-toolkit
Financial Analyst
Deterministic financial-analysis toolkit — data + compute operations behind x402 micropayments, with a machine-readable analyst persona.
financialanalyticsequitiesvaluationrisk
What is Financial Analyst?
A neutral, deterministic financial-analysis backend usable by any agentic AI. It exposes granular tool operations (data fetchers and compute engines) for use inside an agent's own reasoning loop, plus a single-call /fa/ask orchestration endpoint. Every computed number comes from the deterministic engine; the persona's hard rule is that no LLM arithmetic ever substitutes for it.
Pay per call in USDC, EURC across Base, Arbitrum, Polygon, Avalanche, Ethereum, Robinhood and Arc via the x402 micropayment protocol — no subscriptions, no API keys, no wallets to configure for the caller.
Every agentic AI can GET /persona and adopt the machine-readable persona/SOUL as a temporary role.
Operations
Show all operations
data
| Method | Endpoint | Description | Tier |
|---|---|---|---|
POST | /fa/quote | Fetch a fundamentals snapshot for a symbol (price, shares, mcap, debt, EPS, growth). | basic |
POST | /fa/prices | Fetch price history for a symbol as a canonical series (dates + prices). | basic |
POST | /fa/benchmark | Fetch the matching index series (^NSEI for Indian names, ^GSPC otherwise). | basic |
POST | /fa/rates | Fetch a risk-free rate snapshot (US 10y/3m or INR 10y G-sec). | basic |
POST | /fa/news | Fetch recent headlines for a ticker / pair / topic. | basic |
POST | /fa/screen | Resolve a company name to its screener tickers/slugs. | basic |
POST | /fa/filings | Fetch recent exchange filings for an NSE symbol (primary evidence). | basic |
compute
| Method | Endpoint | Description | Tier |
|---|---|---|---|
POST | /fa/risk | Return/risk metrics from a series (CAGR, vol, Sharpe, Sortino, MDD, beta, alpha…). | basic |
POST | /fa/statements | Financial-statement engine: common-size, ratios, DuPont 5-way, FCF, CCC. | basic |
POST | /fa/multiples | EV assembly + valuation multiples with market-cap reconciliation. | basic |
POST | /fa/factor | Correlation, covariance, single-factor OLS, z-scores, rolling stats. | basic |
POST | /fa/dcf | Deterministic DCF / reverse-DCF from caller-supplied fundamentals + assumptions. 10y explicit FCFF path, PV-vs-terminal split, WACC x g sensitivity grid; reverse mode returns the market-implied terminal FCFF / revenue and breakeven capex ratio. | basic |
POST | /fa/cross_verify | Run deterministic cross-verification checks (market_cap, dupont_roe, ebitda_bridge, eps_bridge) with the contract's hard-fail thresholds. Each check: {name, a, b, [threshold]}. | basic |
validate
| Method | Endpoint | Description | Tier |
|---|---|---|---|
POST | /fa/validate | Validate an input document against the canonical schema (correct the request before paying for compute). | basic |
assembly
| Method | Endpoint | Description | Tier |
|---|---|---|---|
POST | /fa/snapshot | One structured packet: quote + 1y prices + news + valuation multiples for a fast read. | basic |
POST | /fa/ask | One-call structured financial analysis. DeepSeek orchestrates the tool operations and returns a structured report (snapshot, valuation, statements, flags, caveats, bottom line). | exclusive |
helper
| Method | Endpoint | Description | Tier |
|---|---|---|---|
POST | /fa/knowledge | Retrieve the service's methodology corpus (source registry, conventions, workflows, verification rules). | basic |
POST | /fa/sources | List the service's data sources and their reliability ratings. | basic |
Workflows
- snapshot — why is X moving:
quote -> prices -> news -> multiples— cross-verify market cap vs price × shares - valuation — peer-compare valuation:
quote -> multiples— batch quote per ticker, table ratios between names - dcf — discounted cash flow / fair value:
quote -> statements -> dcf -> knowledge— decompose via statements, anchor to latest actuals, always include WACC x g grid - risk — return/risk metrics:
prices -> benchmark -> risk - fundamentals — fundamental deep-dive:
quote -> filings -> screen -> statements -> multiples -> cross_verify - forensic — governance / diligence:
filings -> news -> knowledge— tag every claim VERIFIED / REPORTED / UNVERIFIED
Data sources
- Yahoo v8 chart API — keyless; set a desktop User-Agent
- Yahoo quoteSummary — needs cookie+crumb flow
- Google News RSS — prefer when:ND filter
- RBI G-sec yield curve — INR risk-free
- NSE corporate announcements — primary evidence; best-effort (headline in attchmntText)
- screener.in search API — name → ticker resolution
Examples
snapshot
quick read on a name
{
"question": "Give me a snapshot of TSLA and why it moved this week",
"mode": "snapshot"
}quote
fundamentals for valuation
{
"symbol": "TSLA",
"sector": "non_financials"
}risk
return/risk profile
{
"series": {
"symbol": "TSLA",
"periodicity": "daily",
"dates": [
"2026-01-02",
"2026-01-03"
],
"prices": [
400.0,
402.5
]
}
}