> ## Documentation Index
> Fetch the complete documentation index at: https://stockcontext.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Choose a tool

> One question, the smallest set of tool calls that answers it.

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

## By question

| The question                                 | Call               | Notes                                                                                                               |
| -------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------- |
| What security is this ticker / name / CIK?   | `stock_search`     | Also reports `is_covered`. Do this first for user-entered input.                                                    |
| Tell me about this company.                  | `stock_overview`   | Profile, DEI, latest filings, financials, valuation, and growth in one call.                                        |
| What are the exact statement numbers?        | `stock_financials` | Full income statement, balance sheet, cash flow with provenance; multiple periods.                                  |
| How is it valued right now?                  | `stock_overview`   | The `valuation` block: market cap, P/E, EV multiples, yields (`computed_from_prices`).                              |
| What is the price / recent action?           | `stock_prices`     | The default snapshot for latest price context, `history` for a series, or `corporate_actions` for dividends/splits. |
| What do the technical indicators / beta say? | `stock_technicals` | RSI, ADX, stochastic, OBV, averages, MACD/Bollinger/ATR, drawdowns, SPY-relative analytics, and opt-in series.      |
| What has it filed with the SEC?              | `stock_filings`    | Inventory with accession, dates, and the primary document.                                                          |
| What are insiders doing?                     | `stock_insider`    | Form 4 transactions over a trailing window.                                                                         |
| Who (institutionally) holds it?              | `stock_ownership`  | Tracked 13F managers only — a subset, never exhaustive.                                                             |
| What does this token / rule / concept mean?  | `stock_reference`  | Resolve refusal reasons, rule IDs, concepts, units, shapes at runtime.                                              |
| I think a served value is wrong.             | `stock_flag`       | Feedback only: records a report for human triage and never changes served data.                                     |

## 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"`).

## 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).

## 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](/docs/guides/batch-workflows) for many symbols, and [Build an agent](/docs/guides/build-an-agent) to wire this into a function-calling loop.

<Card title="Decision brief" icon="file-text" href="/docs/guides/decision-brief">
  See the search → overview → financials path assembled into one answer.
</Card>