# Finance and current data

When available in your workspace, Neo can retrieve current or historical market data, company reference information, fundamentals, earnings, dividends, macroeconomic series, market news, and grounded research.

## Ask precisely

Identify:

- the company, instrument, ticker, exchange, or series;
- the requested date, range, and timezone;
- currency, units, and adjustment basis;
- comparison set or benchmark;
- whether you want a factual snapshot, explanation, or research brief;
- the as-of time required.

> Compare the last four reported quarters of revenue and operating margin for these three companies. Use company filings as the primary source, keep reported currencies, cite each figure, and state the filing date and fiscal period.

## Different questions need different data

A current quote, historical close, company fundamental, consensus estimate, economic series, and news report are different evidence types. Ask Neo to identify which type it used rather than blending them into one answer.

## Source and timing matter

Financial information should include the provider or original source and an as-of time. Market data can be delayed, stale, adjusted, restated, or subject to fallback warnings. Company names and tickers can also be ambiguous across exchanges.

## Validate calculations

For returns, growth rates, ratios, currency conversions, or aggregations, ask Neo to show the formula, inputs, units, and rounding. Confirm whether prices are adjusted for splits or dividends and whether fiscal periods align across companies.

## Research and news

Separate reported facts from commentary and market interpretation. Prefer filings, exchange notices, central banks, statistical agencies, and company investor materials for primary facts. Check when a story was published and when the underlying event occurred.

## Important limits

Treat finance research as informational, not investment advice. Verify important figures with authoritative sources and consult a qualified professional for decisions with financial, tax, accounting, or legal consequences.