Finance

FinanceTools provide one finance toolkit with swappable data providers: the same eleven tool names, parameters, and JSON response shape, whatever supplies the data. The default provider is Yahoo Finance (via the yfinance package); financialdatasets.ai is built in, and custom providers can be registered. Agent code does not change when the data source does. Agno ships three finance toolkits, coexisting by design. FinanceTools fixes the tool names while the provider is swappable; YFinanceTools and FinancialDatasetsTools each expose one data source directly, with their own tool names. The older two are not deprecated.

Prerequisites

The default provider needs the yfinance package; the example also uses openai:

uv pip install -U yfinance openai

The financialdatasets.ai provider needs no extra package — it uses httpx, an Agno core dependency — but requires an API key:

export FINANCIAL_DATASETS_API_KEY=***

Example

cookbook/91_tools/finance/01_market_brief.py

from agno.agent import Agent
from agno.models.openai import OpenAIResponses
from agno.tools.finance import FinanceTools

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

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

Provider Selection

provider accepts a FinanceProvider instance, a registered provider id ("yfinance", "financial_datasets", or one you added with register_provider), or None. With None (the default), FinanceTools uses Yahoo Finance if the yfinance package is importable, otherwise financialdatasets.ai if FINANCIAL_DATASETS_API_KEY is set, and otherwise raises an ImportError at construction telling you to install yfinance or set the key. An unknown id raises a ValueError listing the registered providers. Each provider declares the tools it serves, and FinanceTools registers only those:

Yahoo Finance ("yfinance") serves all eleven tools. No API key is needed.
Financial Datasets ("financial_datasets") serves nine — it has no search_symbols or get_analyst_recommendations, and the agent never sees them. Requests carry the FINANCIAL_DATASETS_API_KEY as an X-API-KEY header; see financialdatasets.ai for plans and rate limits.

To add a provider, subclass FinanceProvider, declare its capabilities, and call register_provider — the custom provider cookbook shows the shape. At call time, provider failures are returned to the agent as JSON {"error": ...} envelopes, never raised.

Toolkit Params

Parameter	Type	Default	Description
`provider`	`Union[FinanceProvider, str, None]`	`None`	Data provider: an instance, a registered id, or `None` for automatic selection. See Provider Selection.
`search_symbols`	`bool`	`True`	Register the search_symbols tool.
`quote`	`bool`	`True`	Register the get_quote tool.
`price_history`	`bool`	`True`	Register the get_price_history tool.
`company_profile`	`bool`	`True`	Register the get_company_profile tool.
`key_metrics`	`bool`	`True`	Register the get_key_metrics tool.
`news`	`bool`	`True`	Register the get_news tool.
`analyst_recommendations`	`bool`	`True`	Register the get_analyst_recommendations tool.
`financials`	`bool`	`False`	Register the get_financials tool.
`insider_trades`	`bool`	`False`	Register the get_insider_trades tool.
`earnings`	`bool`	`False`	Register the get_earnings tool.
`sec_filings`	`bool`	`False`	Register the get_sec_filings tool.
`all`	`bool`	`False`	Register all tools the provider supports.
`instructions`	`Optional[str]`	`None`	Custom instructions. When unset, instructions are generated from the tools that actually registered.
`add_instructions`	`bool`	`True`	Whether to add the instructions to the agent’s context.
`timeout`	`Optional[float]`	`None`	Per-request timeout in seconds, applied only when FinanceTools builds the provider itself (from an id or `None`); it is ignored, with a warning, when you pass a provider instance. `None` means no timeout for Yahoo Finance but 30 seconds for Financial Datasets.

Toolkit Functions

Function	Description
`search_symbols`	Search for ticker symbols. Parameters: `query` (str), `limit` (int, default=5, capped at 25).
`get_quote`	Get the current quote for a symbol. Parameters: `symbol` (str).
`get_price_history`	Get price history. Parameters: `symbol` (str), `period` (str, default=“1mo”, one of 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, ytd, max), `interval` (str, default=“1d”, one of 1d, 1wk, 1mo).
`get_company_profile`	Get the company profile for a symbol. Parameters: `symbol` (str).
`get_key_metrics`	Get key financial metrics for a symbol. Parameters: `symbol` (str).
`get_financials`	Get financial statements. Parameters: `symbol` (str), `statement` (str, default=“income”, one of income, balance_sheet, cash_flow), `period` (str, default=“annual”, one of annual, quarterly, ttm), `limit` (int, default=4, capped at 20).
`get_news`	Get recent news for a symbol. Parameters: `symbol` (str), `limit` (int, default=10, capped at 50).
`get_analyst_recommendations`	Get analyst recommendations for a symbol. Parameters: `symbol` (str).
`get_insider_trades`	Get insider trades. Parameters: `symbol` (str), `limit` (int, default=20, capped at 100).
`get_earnings`	Get earnings history. Parameters: `symbol` (str), `limit` (int, default=8, capped at 40).
`get_sec_filings`	Get SEC filings. Parameters: `symbol` (str), `form_type` (Optional[str]), `limit` (int, default=10, capped at 100).

Every tool returns JSON carrying a provider field, and each has an async variant registered under the same name, used automatically with arun and aprint_response. Invalid arguments are returned as JSON errors before any provider call.

Get Started

Basics

Advanced

Production

Providers

Other

Additional Resources

Prerequisites

Example

Provider Selection

Toolkit Params

Toolkit Functions

Developer Resources

​Prerequisites

​Example

​Provider Selection

​Toolkit Params

​Toolkit Functions

​Developer Resources

Prerequisites

Example

Provider Selection

Toolkit Params

Toolkit Functions

Developer Resources