> ## Documentation Index > Fetch the complete documentation index at: https://agno-v2-himanshu-v3-tools-models-docs.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Finance > FinanceTools give an agent one set of finance tools with swappable market-data providers. v3.0.0 **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](/tools/toolkits/others/yfinance) and [FinancialDatasetsTools](/tools/toolkits/others/financial-datasets) 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`: ```shell theme={null} 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: ```shell theme={null} export FINANCIAL_DATASETS_API_KEY=*** ``` ## Example ```python cookbook/91_tools/finance/01_market_brief.py theme={null} 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](https://www.financialdatasets.ai) for plans and rate limits. To add a provider, subclass `FinanceProvider`, declare its `capabilities`, and call `register_provider` — the [custom provider cookbook](https://github.com/agno-agi/agno/blob/main/cookbook/91_tools/finance/06_custom_provider.py) 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](#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. ## Developer Resources * [Tools](https://github.com/agno-agi/agno/blob/main/libs/agno/agno/tools/finance/toolkit.py) * [Cookbook](https://github.com/agno-agi/agno/tree/main/cookbook/91_tools/finance)