io.github.TGM-Ventures/tgmcharts
name:io.github.tgm-ventures/tgmcharts
US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.
- transport:
- remote
- credential class:
- open
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- compare_stocksshallow
Use to compare companies against each other. Side-by-side headline fundamentals for 2–4 tickers (latest values with as-of context): market cap, close, P/E, P/S, margins, ROE, dividend yield, and 5-year revenue/EPS CAGRs. Uncovered symbols are reported honestly, not dropped silently.
- get_chartshallow
Use when the answer should show a picture of a metric's history. A ready-to-embed 1600×900 PNG chart of a metric's history in TGMCharts' house style (watermarked, as-of stamped). Returns the canonical URL — fetch or embed it directly (<img src=…>); it is edge-cached and needs no key. Sector-gated or empty histories render an honest explanation card rather than failing.
- get_financial_statementshallow
Use for line items as filed with the SEC (revenue, net income, cash flow, dividends paid, debt…) by year or quarter. Raw as-filed statement rows (income statement, balance sheet, or cash flow) sourced exclusively from SEC EDGAR XBRL company facts — public domain, latest-filed per period, honest nulls (never zero-filled, never vendor-backfilled). Derived quarters are disclosed. Token-frugal default: 5 fiscal years without per-value provenance; set include_provenance for the winning us-gaap tag + accession per value, or use https://tgmcharts.com/api/v1/statements/{symbol}/{statement} for full depth (30y, CSV).
- get_metric_seriesshallow
Use for a metric's history or trend (is the P/E high versus its past? how have margins moved?). Historical series for a TGMCharts-computed metric (daily valuation/yield lines, rolling TTM flows, quarterly margins). Points are even-time downsampled to max_points (default 120) to stay token-frugal — raw density is available at https://tgmcharts.com/api/v1/series/{symbol}/{metric}. points:null = intentionally withheld (sector-inappropriate, message included); [] = no stored history.
- get_stock_summaryshallow
Use first for any question about one company. Compact fundamentals summary for one ticker (~5 KB): latest close, market cap, valuation ratios, margins, returns, dividend record, and 3/5/10-year growth CAGRs, with as-of dates and applicability notes. Null values are honest gaps or sector-inappropriate metrics — never zeros.
- list_metricsshallow
Use to find the right metric slug before get_metric_series or get_chart. The full metric catalog: slug, label, unit, basis (daily/monthly/annual/quarterly/ttm — the stored sampling density, never overstated), methodology, and whether each metric is available as a JSON series (get_metric_series) and/or a chart render (get_chart). The same dictionary is the resource tgmcharts://metrics.
- screen_stocksshallow
Use to find companies that meet conditions (cheap, high dividend, fast growth…). Filter and rank the covered universe (about 4,000 US-listed names) on fundamental fields (marketCap, peRatio, dividendYield, consecutiveYears, margins, 5y CAGRs, …). Returns at most 25 rows — the MCP tier's cap; the full screener lives at https://tgmcharts.com/screener. Units: yields, margins, growth and CAGRs are fractions, not percents (dividendYield gt 0.03 = above 3%; see the field description). Example: filters [{field: "dividendYield", operator: "gt", value: 0.03}, {field: "consecutiveYears", operator: "gte", value: 25}], sortBy "dividendYield".
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