Choose a tool

Most questions need one or two tool calls. Start from the question, not the tool list.

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By question

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Overview vs. financials

stock_overview and stock_financials overlap on purpose. Reach for:

• stock_overview for a decision-grade snapshot of one company. It bundles the latest financials, the valuation block, and growth rates — and it is the only place market cap and price-based multiples live.
• stock_financials when you need the statements themselves: more periods (periods up to 20), a specific statement, quarterly data (period_kind: "quarter"), a specific vintage, or full per-cell provenance (detail: "full").

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The typical sequence

For a user-entered symbol, resolve first, then fan out only as far as the question needs:

1. stock_search — resolve and confirm is_covered.
2. stock_overview — one call for most “tell me about X” questions.
3. Then, only if needed — stock_financials (deep statements), stock_prices (universal price facts), stock_technicals (specialist analytics), or stock_filings / stock_insider / stock_ownership (SEC activity).

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Where the data ends

No tool here returns options, futures, FX, crypto, intraday ticks, analyst consensus, price targets, transcripts, news, or forecasts. If a question needs one of those, say so rather than blending in a guess — the whole point of the API is that it refuses instead of inventing. Every call costs quota, so stop as soon as the question is answered. See Batch workflows for many symbols, and Build an agent to wire this into a function-calling loop.