Usage Examples

You: "Compare the major tech giants - Apple, Microsoft, Google, Meta, and Amazon across key financial metrics"

Assistant: I'll analyze and compare the key financial metrics across the major tech companies.

🔧 Tools used: get_cik_by_ticker, get_xbrl_frames, get_company_concepts

📈 Tech Giants Financial Comparison (Latest Data):

**Revenue (TTM):**
• Amazon: $574.8B - Largest by revenue
• Apple: $383.3B - Premium pricing power
• Google: $307.4B - Search + Cloud dominance
• Microsoft: $245.1B - Enterprise software leader
• Meta: $134.9B - Social media monetization

**Profitability (Net Income TTM):**
• Apple: $99.8B (26.0% margin) - Highest absolute profit
• Microsoft: $88.1B (35.9% margin) - Highest margin
• Google: $73.8B (24.0% margin) - Search efficiency
• Meta: $39.1B (29.0% margin) - Ad revenue model
• Amazon: $30.4B (5.3% margin) - Scale over margin

**Key Insights:**
• Microsoft leads in profit margins due to software model
• Apple generates most absolute profit despite lower revenue
• Amazon prioritizes growth and market share over margins
• All companies show strong financial health and cash generation
### 📊 Financial Ratio Analysis

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You: "Calculate key financial ratios for Apple including ROE, ROA, debt-to-equity, and profit margin"

Assistant: I'll calculate Apple's key financial ratios using their latest SEC filing data.

🔧 Tools used: get_company_concepts, get_xbrl_frames

📊 Apple Financial Ratios (Latest Quarter):

**Profitability Ratios:**
• Return on Equity (ROE): 171.9% - Exceptional shareholder returns
• Return on Assets (ROA): 33.1% - Highly efficient asset utilization
• Net Profit Margin: 28.4% - Industry-leading profitability
• Gross Margin: 46.2% - Strong pricing power

**Leverage Ratios:**
• Debt-to-Equity: 2.11 - Moderate leverage
• Current Ratio: 0.95 - Efficient working capital
• Interest Coverage: 41.2x - Strong debt servicing ability

**Key Insights:**
• Apple's ROE is exceptionally high due to share buybacks reducing equity base
• Strong cash generation supports high dividend and buyback program
• Premium product positioning drives superior margins

You: "Extract ESG-related information from Apple's latest filings including environmental commitments and diversity metrics"

Assistant: I'll extract ESG-related information from Apple's SEC filings.

🔧 Tools used: get_filing_txt_sections, get_submissions

🌱 Environmental Commitments:
• Carbon neutral for corporate operations since 2020
• 2030 goal: Carbon neutral entire supply chain
• 100% renewable energy for all facilities
• 75% reduction in emissions since 2015
• 40% recycled materials in products
• $4.7B green bond issuance

👥 Social & Governance:
• Global workforce: 35% women (up from 33%)
• US ethnic diversity: 49% minorities
• Leadership diversity: 32% women in leadership
• Pay equity: 100% for equivalent work
• $100M Racial Equity and Justice Initiative

🏆 Recognition:
• MSCI ESG Rating: AAA
• Leading tech sector in sustainability metrics
• Best workplace for diversity (multiple awards)

You: "Monitor Apple for any recent insider trading activity and flag large transactions"

🔧 Tools used: get_submissions, get_filing_txt_sections

🔍 Insider Trading Analysis (Last 30 days):
• Total Form 4 filings: 12
• Insiders active: 5 executives/directors
• Total transaction value: $89.2 million

🚩 Large Transactions Flagged:
• Tim Cook (CEO): Sold 511,000 shares @ $189.50 ($96.8M)
  - Part of pre-arranged 10b5-1 plan
  - Filed within 2 business days ✅

• Luca Maestri (CFO): Sold 85,000 shares @ $188.25 ($16.0M)
  - Scheduled vesting and sale
  - Proper disclosure ✅

📊 Transaction Summary:
• All transactions appear to be routine executive stock sales
• No unusual trading patterns detected
• All filings submitted within SEC deadlines
• No insider purchases (typically bullish signal) detected