Finance Tools

One finance toolkit, swappable data providers. FinanceTools gives an agent a fixed set of market-data tools that return the same JSON shape no matter which provider is behind them. Change the provider with one argument; the agent code never changes.

python

from agno.agent import Agent
from agno.tools.finance import FinanceTools

agent = Agent(
    name="Finance Agent",
    model="openai:gpt-5.6",
    tools=[FinanceTools()],
    instructions="Lead with the answer, then show the evidence.",
)

agent.print_response("Give me a market brief on NVIDIA", stream=True)

Swap the data provider with one argument:

python

from agno.tools.finance.providers import FinancialDatasets

agent = Agent(model="openai:gpt-5.6", tools=[FinanceTools(provider=FinancialDatasets())])

Overview

Tools (frozen names; every tool has a sync and an async variant):

Tool	What it returns	Default
`search_symbols(query, limit)`	company name -> ticker matches	on
`get_quote(symbol)`	price, day change, OHLC, volume, market cap, 52-week range, `as_of`	on
`get_price_history(symbol, period, interval)`	OHLCV bars (`period` 1d..max, `interval` 1d/1wk/1mo)	on
`get_company_profile(symbol)`	name, description, sector, industry, exchange, location, employees	on
`get_key_metrics(symbol)`	market cap, P/E, PEG, P/B, P/S, EV/EBITDA, EPS, margins, growth, leverage	on
`get_news(symbol, limit)`	recent headlines with source, url, published_at	on
`get_analyst_recommendations(symbol)`	consensus, rating counts, price targets	on
`get_financials(symbol, statement, period, limit)`	income / balance_sheet / cash_flow by annual / quarterly / ttm	`all=True` or `financials=True`
`get_insider_trades(symbol, limit)`	insider buys, sells, grants	`all=True` or `insider_trades=True`
`get_earnings(symbol, limit)`	reported vs estimated EPS by period, upcoming dates	`all=True` or `earnings=True`
`get_sec_filings(symbol, form_type, limit)`	recent filings with links	`all=True` or `sec_filings=True`

Every payload carries provider (which data source answered) and, where available, as_of. Errors come back as {"error": "...", "symbol": "...", "provider": "..."} so the model can say "N/A" instead of guessing.

Providers

Provider	`provider=`	Key	Serves	Notes
Yahoo Finance (`yfinance`)	`YFinance()` (default) or `"yfinance"`	none	all 11 tools	`pip install yfinance`. Unofficial, rate-limited under load, personal-use terms.
financialdatasets.ai	`FinancialDatasets()` or `"financial_datasets"`	`FINANCIAL_DATASETS_API_KEY`	9 tools (no `search_symbols`, no `get_analyst_recommendations`)	Structured, real-time, commercial use on all plans. Requests cost credits (see financialdatasets.ai/pricing). No extra dependency.
Your own	`FinanceProvider` subclass	-	whatever it declares	See `06_custom_provider.py`.

Providers live in agno.tools.finance.providers and are re-exported from agno.tools.finance. Pass an instance (recommended: constructor kwargs like api_key, timeout, session are explicit) or a registered id string (handy for env/config-driven setups). The toolkit registers only the tools the selected provider declares, so the model never sees a tool it cannot use.

Examples

File	Description
`01_market_brief.py`	The simplest finance agent: `FinanceTools()`, no key, "market brief on NVIDIA"
`02_financial_datasets.py`	Same agent on financialdatasets.ai (`provider="financial_datasets"`, `all=True`)
`03_swap_provider.py`	Same agent, one per configured provider, same prompt - compare answers
`04_analyst_mode.py`	`all=True`: statements, insider trades, earnings, filings for a deep dive
`05_async.py`	`agent.arun()` fanned out over three tickers; async tool variants used automatically
`06_custom_provider.py`	Bring your own provider (an internal price table) and register it by id

Configuration

Parameter	Type	Default	Description
`provider`	`FinanceProvider \| str \| None`	`None`	Provider instance (e.g. `FinancialDatasets()`), registered id (`"financial_datasets"`), or None (`YFinance()` if `yfinance` is installed, else `FinancialDatasets()` if its key is set)
`search_symbols`, `quote`, `price_history`, `company_profile`, `key_metrics`, `news`, `analyst_recommendations`	`bool`	`True`	Market-brief tools
`financials`, `insider_trades`, `earnings`, `sec_filings`	`bool`	`False`	Analyst tools (larger payloads)
`all`	`bool`	`False`	Register every tool the provider supports
`instructions` / `add_instructions`	`str` / `bool`	generated / `True`	Toolkit instructions listing the registered tools and data-handling rules
`timeout`	`float`	provider default	Forwarded when the provider is built from an id / None
`include_tools`, `exclude_tools`, `cache_results`, ...			Standard `Toolkit` options

Using a provider directly

Providers are usable without an agent and return typed dataclasses:

python

from agno.tools.finance.providers import YFinance

quote = YFinance().get_quote("NVDA")
print(quote.price, quote.currency, quote.as_of)

Running

bash

# Ensure the demo environment is set up
./scripts/demo_setup.sh

# Default provider (yfinance) - no key needed
.venvs/demo/bin/python cookbook/91_tools/finance/01_market_brief.py

# financialdatasets.ai
export FINANCIAL_DATASETS_API_KEY=...
.venvs/demo/bin/python cookbook/91_tools/finance/02_financial_datasets.py