Finance Data Skill#

Fetch professional stock and financial data from Yahoo Finance (via yfinance) and SEC EDGAR (free public API).

Setup#

Install the Python dependency (one-time):

bash

pip install -r skills/finance-data/scripts/requirements.txt

SEC EDGAR requires a User-Agent header identifying the requester. Set the env var (optional — a default is provided):

bash

export SEC_EDGAR_USER_AGENT="YourName your@email.com"

Ticker Formats#

MarketFormatExampleUS stocksSymbolAAPL, MSFT, GOOGLShanghai A-sharesCode.SS600519.SS (Moutai)Shenzhen A-sharesCode.SZ000858.SZ (Wuliangye)Hong KongCode.HK0700.HK (Tencent)TokyoCode.T7203.T (Toyota)LondonCode.LHSBA.L (HSBC)ETFs / IndicesSymbolSPY, QQQ, ^GSPC, ^HSI

Yahoo Finance Commands#

All commands output JSON to stdout.

Current Quote#

bash

python3 scripts/yfinance_query.py quote AAPL

Returns: price, volume, market cap, P/E, EPS, 52-week range, moving averages, dividend yield, beta, profit margins, etc.

Historical Prices (OHLCV)#

bash

# Last month, daily
python3 scripts/yfinance_query.py history AAPL

# Last year, weekly
python3 scripts/yfinance_query.py history AAPL --period 1y --interval 1wk

# Last 5 days, 5-minute bars
python3 scripts/yfinance_query.py history AAPL --period 5d --interval 5m

Period options: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max Interval options: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo

Financial Statements#

bash

# All statements (income, balance sheet, cash flow) — annual
python3 scripts/yfinance_query.py financials AAPL

# Quarterly income statement only
python3 scripts/yfinance_query.py financials AAPL --statement income --quarterly

# Balance sheet only
python3 scripts/yfinance_query.py financials AAPL --statement balance

# Cash flow only
python3 scripts/yfinance_query.py financials AAPL --statement cashflow

Full Company Profile#

bash

python3 scripts/yfinance_query.py info AAPL

Returns all available metadata: sector, industry, description, officers, full-year financials, etc.

Shareholders#

bash

python3 scripts/yfinance_query.py holders AAPL

Returns institutional holders, major holders breakdown, and insider transactions.

Analyst Recommendations & Price Targets#

bash

python3 scripts/yfinance_query.py analysts AAPL

Returns recent analyst recommendations (buy/hold/sell) and consensus price targets.

Dividend History#

bash

python3 scripts/yfinance_query.py dividends AAPL

Options Chain#

bash

# Nearest expiry (default)
python3 scripts/yfinance_query.py options AAPL

# Specific expiry date
python3 scripts/yfinance_query.py options AAPL --expiry 2025-06-20

Returns calls and puts with strike, bid, ask, volume, open interest, implied volatility.

Earnings#

bash

python3 scripts/yfinance_query.py earnings AAPL

Returns quarterly and annual earnings (revenue, earnings, surprise).

News#

bash

python3 scripts/yfinance_query.py news AAPL

Returns recent news headlines with links.

SEC EDGAR Commands#

Free public API — no API key required. All US public company filings.

Full-Text Search#

bash

# Search across all filings
python3 scripts/sec_edgar.py search --query "artificial intelligence" --limit 10

# Filter by form type and date
python3 scripts/sec_edgar.py search --query "revenue growth" --form-type 10-K --date-from 2024-01-01

Company Filings#

bash

# Recent filings by ticker
python3 scripts/sec_edgar.py filings AAPL --limit 20

# Filter by form type
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K
python3 scripts/sec_edgar.py filings AAPL --form-type 10-Q
python3 scripts/sec_edgar.py filings AAPL --form-type 8-K

# By CIK number
python3 scripts/sec_edgar.py filings 320193 --form-type 10-K

Common form types: 10-K (annual), 10-Q (quarterly), 8-K (current events), DEF 14A (proxy), S-1 (IPO), 13F-HR (institutional holdings).

Read Filing Content#

Download and extract readable text from an SEC filing. Use the url from the filings command output.

bash

# Read full filing (first 50000 chars by default)
python3 scripts/sec_edgar.py read-filing --url "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm"

# Read a specific 10-K section (much more focused)
python3 scripts/sec_edgar.py read-filing --url "URL" --section 7    # MD&A
python3 scripts/sec_edgar.py read-filing --url "URL" --section 1    # Business
python3 scripts/sec_edgar.py read-filing --url "URL" --section 1a   # Risk Factors
python3 scripts/sec_edgar.py read-filing --url "URL" --section 8    # Financial Statements

# Control output length
python3 scripts/sec_edgar.py read-filing --url "URL" --max-chars 100000

10-K section numbers: 1 (Business), 1a (Risk Factors), 2 (Properties), 5 (Market), 7 (MD&A), 7a (Quantitative Disclosures), 8 (Financial Statements), 9a (Controls), 10 (Directors), 11 (Executive Compensation), 12 (Security Ownership).

Recommended workflow for reading annual reports:

bash

# Step 1: find the latest 10-K filing
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K --limit 1

# Step 2: read a specific section using the url from step 1
python3 scripts/sec_edgar.py read-filing --url "<url_from_step_1>" --section 7

Filing Document Index#

List all documents within a filing package (useful for finding exhibits, XBRL files, etc.):

bash

python3 scripts/sec_edgar.py filing-index AAPL --accession "0000320193-25-000079"

Company Metadata#

bash

python3 scripts/sec_edgar.py submissions AAPL

Returns company name, CIK, SIC code, address, phone, fiscal year end, exchanges, and filing count.

Structured Financial Data (XBRL)#

bash

# List all available XBRL concepts for a company
python3 scripts/sec_edgar.py company AAPL

# Get time-series for a specific concept
python3 scripts/sec_edgar.py concept AAPL --concept Revenue
python3 scripts/sec_edgar.py concept AAPL --concept NetIncomeLoss
python3 scripts/sec_edgar.py concept AAPL --concept EarningsPerShareBasic
python3 scripts/sec_edgar.py concept AAPL --concept Assets
python3 scripts/sec_edgar.py concept AAPL --concept StockholdersEquity

Useful XBRL concepts: Revenue, NetIncomeLoss, EarningsPerShareBasic, EarningsPerShareDiluted, Assets, Liabilities, StockholdersEquity, OperatingIncomeLoss, CashAndCashEquivalentsAtCarryingValue, LongTermDebt.

Insider Transactions#

bash

python3 scripts/sec_edgar.py insider AAPL --limit 20

Returns Forms 3, 4, 5 filings (insider buys/sells/grants) with links to SEC documents.

Common Workflows#

Quick stock check:

bash

python3 scripts/yfinance_query.py quote TSLA

Fundamental analysis:

bash

python3 scripts/yfinance_query.py financials MSFT --statement income
python3 scripts/yfinance_query.py financials MSFT --statement balance
python3 scripts/sec_edgar.py concept MSFT --concept Revenue
python3 scripts/sec_edgar.py concept MSFT --concept NetIncomeLoss

Read the latest annual report (10-K):

bash

# 1. Find the latest 10-K
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K --limit 1
# 2. Read the MD&A section (most important for investors)
python3 scripts/sec_edgar.py read-filing --url "<url>" --section 7
# 3. Read the risk factors
python3 scripts/sec_edgar.py read-filing --url "<url>" --section 1a

Due diligence / SEC filings:

bash

python3 scripts/sec_edgar.py filings NVDA --form-type 10-K --limit 5
python3 scripts/sec_edgar.py insider NVDA --limit 20
python3 scripts/sec_edgar.py submissions NVDA

Compare multiple stocks:

Run quote or financials commands for each ticker and compare the JSON output side by side.

Notes#

• yfinance data is sourced from Yahoo Finance — may have a 15-minute delay for real-time prices
• SEC EDGAR is official SEC data — always accurate but filings may lag by a few days
• SEC rate limit: max 10 requests/second per IP; the scripts respect this by default
• Chinese A-share tickers use .SS (Shanghai) or .SZ (Shenzhen) suffix in yfinance
• XBRL concepts are case-sensitive (e.g. Revenue not revenue)