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fundamentals

Fundamentals pulls financial data from Yahoo Finance, including key metrics, earnings history, and income statement figures. It also calculates Piotroski F-Score to assess a company's financial strength across nine criteria, helping you evaluate profitability, cash flow, leverage, and operational efficiency.

Fundamentals retrieves key financial data, earnings, and metrics for any stock ticker from Yahoo Finance.

AI-generated summary based on this skill's SKILL.md

★ 299  68 MITupdated by staskh

Decision gist · record as of 2026-07-20

Fundamentals retrieves key financial data, earnings, and metrics for any stock ticker from Yahoo Finance. Fundamentals pulls financial data from Yahoo Finance, including key metrics, earnings history, and income statement figures. It also calculates Piotroski F-Score to assess a company's financial strength across nine criteria, helping you evaluate profitability, cash flow, leverage, and operational efficiency.

manual: git clone https://github.com/staskh/trading_skills → cp -r trading_skills/.claude/skills/fundamentals ~/.claude/skills/fundamentals
.claude/skills/fundamentals/SKILL.md · version f629bca9

Use it when

  • Fundamentals lets you check earnings and revenue by pulling quarterly and annual earnings report data along with revenue figures.
  • Fundamentals calculates Piotroski F-Score to assess company financial strength across nine criteria covering profitability, cash flow.

Verify before relying

Read SKILL.md below before installing (3 files). Open directory: indexed for reading, not audited.

Same gist for agents: .md · .json

Install

staskh/trading_skills/fundamentals · repository language: Python

Open directory. Skills are indexed for reading, not audited. Review a skill's body before installing it.

Frequently asked questions

AI-generated answers based on this skill's SKILL.md and metadata

What financial data does fundamentals retrieve?

Fundamentals retrieves fundamental financial data including earnings, revenue, and key metrics from Yahoo Finance. The skill pulls income statement figures, balance sheet information, and historical earnings data to give you a comprehensive view of a company's financial position and performance.

How do I check earnings and revenue with fundamentals?

Fundamentals lets you check earnings and revenue by pulling quarterly and annual earnings report data along with revenue figures. You can look up specific companies to see their earnings history and revenue trends, making it easy to track financial performance over time.

What is the Piotroski F-Score and how does fundamentals calculate it?

Fundamentals calculates Piotroski F-Score to assess company financial strength across nine criteria covering profitability, cash flow, leverage, and operational efficiency. The score helps you evaluate overall financial health and identify companies with strong fundamental positions for investment screening.

Can fundamentals show me balance sheet and income statement data?

Yes, fundamentals analyzes balance sheet and income statement data to give you detailed financial metrics. You can retrieve key figures like net income, cash flow, profit margins, and other ratios that reveal how efficiently a company operates and manages its finances.

How does fundamentals help with stock screening?

Fundamentals screens stocks by financial health and fundamental criteria, allowing you to evaluate multiple companies against key metrics. Combined with Piotroski F-Score calculation, it helps you identify stocks with strong financial positions for your investment analysis.

Does fundamentals compare actual versus estimated earnings?

Fundamentals compares actual versus estimated earnings and financial metrics, helping you see how companies perform relative to expectations. This comparison reveals whether earnings surprises or misses occurred and provides insight into market sentiment versus actual results.

SKILL.md

Rendered from the published skill. Quoted content, verbatim.

Fundamentals

Fetch fundamental financial data from Yahoo Finance.

Instructions

> Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

uv run python scripts/fundamentals.py SYMBOL [--type TYPE]

Arguments

  • SYMBOL - Ticker symbol
  • --type - Data type: all, financials, earnings, info (default: all)

Output

Returns JSON with: - info - Key metrics (market cap, PE, EPS, dividend, etc.) - financials - Recent quarterly/annual income statement data - earnings - Historical and estimated earnings

Present key metrics clearly. Compare actual vs estimated earnings if relevant.


Piotroski F-Score

Calculate Piotroski's F-Score to evaluate a company's financial strength using 9 fundamental criteria.

Instructions
uv run python scripts/piotroski.py SYMBOL
What is Piotroski

(truncated - see the full file via the links below)

File tree — 3 files
.claude/skills/fundamentals/SKILL.md
.claude/skills/fundamentals/scripts/fundamentals.py
.claude/skills/fundamentals/scripts/piotroski.py

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Tags
valuation-metricscash-flow-analysisfinancial-health-scoringfundamental-screeningearnings-databalance-sheet-metricsquality-assessmentfinancial-strength-ranking