---
title: ToolRouter — Workflow
description: A multi-tool workflow showing how to combine ToolRouter tools for a complex task.
url: https://toolrouter.com/workflows/financial-due-diligence
---
# Financial Due Diligence

Perform financial due diligence by extracting SEC filing data, gathering analyst insights, assessing macroeconomic conditions, and visualizing results.

This workflow streamlines the financial due diligence process for evaluating companies. It starts by extracting hard financial data directly from SEC filings, ensuring accuracy from regulatory sources. Analyst insights layer in market expectations and professional assessments.

Macroeconomic indicators from the World Bank contextualize the company's performance within broader economic trends. Finally, automated chart generation transforms raw numbers into clear financial visualizations suitable for investment committees and board presentations.

**Tools:** sec-filings, stock-market, world-economy, generate-chart
**Category:** data

## Steps

### 1. Financial Facts Extraction

Pull key financial facts from SEC filings including revenue, net income, assets, liabilities, and cash flow data.

- **Tool:** sec-filings
- **Skill:** financial_facts
- **Input:** Company ticker symbol or CIK number
- **Output:** Structured financial facts from SEC XBRL data across reporting periods

### 2. Analyst Insights

Gather analyst ratings, price targets, and consensus estimates to understand market expectations for the company.

- **Tool:** stock-market
- **Skill:** analyst_insights
- **Input:** Stock ticker symbol from SEC filings
- **Output:** Analyst ratings, price targets, earnings estimates, and recommendation trends

### 3. Macroeconomic Context

Retrieve macroeconomic indicators to assess the broader economic environment the company operates in.

- **Tool:** world-economy
- **Skill:** indicator
- **Input:** Country code and relevant economic indicators (GDP, inflation, interest rates)
- **Output:** Time-series economic data providing macro context for the financial analysis

### 4. Financial Visualizations

Create charts showing revenue trends, profitability ratios, and financial performance overlaid with economic indicators.

- **Tool:** generate-chart
- **Skill:** create_chart
- **Input:** Financial metrics and economic data from previous steps
- **Output:** Financial charts including trend lines, ratio comparisons, and performance dashboards

## Benefits

- Sources financial data directly from SEC regulatory filings
- Incorporates professional analyst ratings and price targets
- Contextualizes company performance within macroeconomic trends
- Generates presentation-ready financial charts automatically
