get_fundamentals

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Returns XBRL-tagged financial fundamentals from public-company 10-K and 10-Q filings, sourced from SEC EDGAR's company-facts API. Each record is one observation of one concept at one period end. Use this when the user asks about: revenue, profit, margins, cash position, debt, shareholder equity, EPS, share count, operating vs. financing cash flow, or any line-item-level financial state of a public company. v1A scope: a curated 40-concept watchlist covering: - income_statement: Revenues / RevenueFromContractWithCustomer / CostOfRevenue / GrossProfit / OperatingExpenses / R&D / SG&A / OperatingIncomeLoss / InterestExpense / IncomeTaxExpenseBenefit / NetIncomeLoss - balance_sheet: Assets / AssetsCurrent / Cash / AccountsReceivable / Inventory / PP&E / Goodwill / Liabilities / LongTermDebt / StockholdersEquity / CommonStockSharesOutstanding - cash_flow: NetCash{Operating/Investing/Financing}Activities / PaymentsToAcquirePPE (capex) / PaymentsForRepurchaseOfCommonStock / PaymentsOfDividends / DepreciationDepletionAndAmortization - metrics: EarningsPerShareBasic/Diluted, weighted-avg share counts - entity: EntityCommonStockSharesOutstanding (dei taxonomy) Key cautions on the data: - The same concept can appear in multiple units (e.g., 'USD' and 'USD/shares' for EPS). Filter by unit if you need a specific shape. - Many concepts have BOTH year-to-date cumulative observations AND quarterly-period observations on 10-Q filings. The `frame` field (e.g., 'CY2025Q3') marks the per-quarter point-period observation; rows with empty `frame` are typically cumulative YTD. - Older filings may use deprecated concept names; KeyVex catalog includes both modern and legacy names where companies migrated (e.g., Revenues AND RevenueFromContractWithCustomerExcludingAssessedTax). Set `latest_only=true` to get one record per (ticker × concept) — the most-recent observation. Useful for 'current state' snapshots. Pure-publisher posture: values are AS FILED. We do NOT compute derived ratios (P/E, ROE, ROIC), YoY/QoQ deltas, or 'real' vs nominal versions. Agents calculate those on top.