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Financial Data Collector

Pulls market and historical financial data for US-listed companies from yfinance and outputs one standardized JSON ready for valuation work.

Data & AnalyticsIntermediate1,323212AI score 8/10Last updated: Aug 8, 2026

What it does

Give it a ticker and it gathers free public financial data (yfinance) into a single standardized JSON file.

  • Market data: current price, shares outstanding, market cap, 5Y monthly beta
  • Historical financials: income statement, cash flow, balance sheet (5 years by default)
  • WACC inputs: risk-free rate via the 10Y Treasury (^TNX), beta
  • Analyst estimates: next two fiscal years of revenue and EPS
  • Validation script: cross-checks (Market Cap = Price × Shares), sanity ranges (beta 0.3–3.0, WACC 5–20%), sign conventions

The standout design choice is the strict no-fallback rule: missing fields become null with _source: "missing" instead of silently defaulting beta to 1.0. It also preserves the negative CapEx sign and flags in metadata that yfinance FCF excludes stock-based compensation — a common trap that inflates DCF cash flows for mega-caps.

Who it's for

  • Analysts and investors automating the data-gathering step before DCF or comps models
  • Anyone writing recurring US equity research or earnings reviews
  • Developers and data analysts building a financial data pipeline
  • Finance students practicing statement analysis and metric calculation

Examples

  1. "Collect 5 years of data for META" → produces META_financial_data.json and reports which years yfinance returned NaN
  2. "Pull DCF inputs for NVDA" → hands off beta, risk-free rate, net debt, and CapEx to a downstream DCF skill
  3. "Build comparison data for AAPL, MSFT, GOOGL" → one JSON per ticker, then run the validator to catch outliers

· · · Install guide · · ·

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the daymade-financial/financial-data-collector folder from the GitHub repo daymade/claude-code-skills into my ~/.claude/skills/financial-data-collector/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/daymade/claude-code-skills.git /tmp/daymade-skills && mkdir -p ~/.claude/skills && cp -r /tmp/daymade-skills/daymade-financial/financial-data-collector ~/.claude/skills/

This is a third-party skill. Check the source repository before installing.

  1. Open a terminal (Terminal on macOS, Git Bash on Windows).
  2. Install Python 3 and the required packages: pip install yfinance pandas
  3. Clone the repository: git clone https://github.com/daymade/claude-code-skills.git
  4. Create the skills folder: mkdir -p ~/.claude/skills
  5. Copy just this skill: cp -r claude-code-skills/daymade-financial/financial-data-collector ~/.claude/skills/
  6. Restart Claude Code and try a prompt like "Collect financial data for META".
  7. The output lands in your working directory as {TICKER}_financial_data.json. Any null fields must be filled manually from the company's 10-K.