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
Install
staskh/trading_skills/fundamentals · repository language: Python
git clone https://github.com/staskh/trading_skills
cp -r trading_skills/.claude/skills/fundamentals ~/.claude/skills/fundamentalsnpx skillfed install staskh/trading_skills/fundamentalsFrequently 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)
Read as markdown · JSON record · Browse the source repository
File tree — 3 files
.claude/skills/fundamentals/SKILL.md
.claude/skills/fundamentals/scripts/fundamentals.py
.claude/skills/fundamentals/scripts/piotroski.py