fundamentals

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Get fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.

AI & Automation 222 stars 54 forks Updated today MIT

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# 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. ```bash 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 ```bash uv run python scripts/piotroski.py SYMBOL ``` ### What is Piotroski F-Score? Piotroski's F-Score is a fundamental analysis tool developed by Joseph Piotroski that evaluates a company's financial strength using 9 criteria. Each criterion scores 1 point if passed, 0 if failed, for a maximum score of 9. ### The 9 Criteria 1. **Positive Net Income** - Company is profitable 2. **Positive ROA** - Assets are generating returns 3. **Positive Operating Cash Flow** - Company generates cash from operations 4. **Cash Flow > Net Income** - High-quality earnings (cash exceeds accounting profit) 5. **Lower Long-Term Debt** - Decreasing leverage (improving f...

Details

Author
staskh
Repository
staskh/trading_skills
Created
3 months ago
Last Updated
today
Language
Python
License
MIT

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