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import requests
import gradio as gr
from langchain_core.tools import tool
from typing import Annotated, Optional
FINANCIAL_DATASETS_API_BASE = "https://api.financialdatasets.ai"
STATEMENT_TYPE_KEY_MAP = {
"income-statements": "income_statements",
"balance-sheets": "balance_sheets",
"cash-flow-statements": "cash_flow_statements"
}
# --- LangChain Tool ---
@tool
def get_financial_statements(
ticker: Annotated[str, "e.g. AAPL"],
report_period_lte: Annotated[str, "End date (YYYY-MM-DD)"],
report_period_gte: Annotated[str, "Start date (YYYY-MM-DD)"],
statement_type: Annotated[Optional[str], "income-statements, balance-sheets, cash-flow-statements, or 'all'"] = None,
period: Annotated[str, "annual, quarterly, or ttm"] = "annual",
limit: Annotated[int, "1-10 records"] = 4,
api_key: Annotated[str, "Your FinancialDatasets API Key"] = ""
) -> str:
"""Fetch financial statements."""
if not api_key:
return "❌ Error: API key is required."
headers = {"X-API-KEY": api_key}
if not statement_type or statement_type == "all":
url = (
f"{FINANCIAL_DATASETS_API_BASE}/financials"
f"?ticker={ticker}&period={period}&limit={limit}"
f"&report_period_lte={report_period_lte}&report_period_gte={report_period_gte}"
)
response = requests.get(url, headers=headers)
if response.status_code != 200:
return f"❌ API Error: {response.status_code} - {response.text}"
return response.text
json_key = STATEMENT_TYPE_KEY_MAP.get(statement_type)
if not json_key:
return f"❌ Invalid statement_type: must be one of {list(STATEMENT_TYPE_KEY_MAP.keys())}"
url = (
f"{FINANCIAL_DATASETS_API_BASE}/financials/{statement_type}"
f"?ticker={ticker}&period={period}&limit={limit}"
f"&report_period_lte={report_period_lte}&report_period_gte={report_period_gte}"
)
response = requests.get(url, headers=headers)
if response.status_code != 200:
return f"❌ API Error: {response.status_code} - {response.text}"
return response.text
# --- Wrapper for Gradio ---
def run_financial_statements(
ticker, report_period_gte, report_period_lte,
statement_type, period, limit, api_key
):
result = get_financial_statements.invoke({
"ticker": ticker.strip(),
"report_period_gte": report_period_gte,
"report_period_lte": report_period_lte,
"statement_type": statement_type,
"period": period,
"limit": int(limit),
"api_key": api_key.strip()
})
return result
# --- Gradio UI ---
with gr.Blocks(theme=gr.themes.Soft(), css=".gr-button { font-size: 16px }") as demo:
gr.Markdown(
"""
# 📊 Financial Insights Assistant
Welcome to the **Financial News & Statements Explorer**!
🔍 Search for company financials such as income statements, balance sheets, or cash flow data
using official ticker symbols (e.g. `AAPL`, `MSFT`, `TSLA`).
👉 You’ll need a free API key from [financialdatasets.ai](https://financialdatasets.ai) to use this tool.
---
"""
)
with gr.Row():
with gr.Column(scale=1):
gr.Markdown("### 🔍 Query Inputs")
ticker = gr.Textbox(label="Ticker Symbol", placeholder="e.g. AAPL")
report_gte = gr.Textbox(label="Start Date (YYYY-MM-DD)", value="2020-01-01")
report_lte = gr.Textbox(label="End Date (YYYY-MM-DD)", value="2024-12-31")
statement_type = gr.Dropdown(
["all", "income-statements", "balance-sheets", "cash-flow-statements"],
label="Statement Type", value="all"
)
period = gr.Radio(["annual", "quarterly", "ttm"], label="Period", value="annual")
limit = gr.Slider(1, 10, value=4, step=1, label="Limit")
api_key = gr.Textbox(
label="FinancialDatasets API Key",
placeholder="Enter your API key (Get one at financialdatasets.ai)",
type="password"
)
gr.Markdown(
"🔑 Don’t have an API key? [Get one here](https://financialdatasets.ai)"
)
submit = gr.Button("📈 Get Financials", variant="primary")
with gr.Column(scale=1):
gr.Markdown("### 📄 Output")
output = gr.Code(label="JSON Result", language="json")
# Hook
submit.click(
fn=run_financial_statements,
inputs=[ticker, report_gte, report_lte, statement_type, period, limit, api_key],
outputs=output
)
# Footer
gr.Markdown("---")
gr.Markdown("Built with ❤️ using [LangChain](https://www.langchain.com) and [FinancialDatasets.ai](https://financialdatasets.ai)")
# Run it
if __name__ == "__main__":
demo.launch(mcp_server=True)
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