Fundamentals (Financial Data & Piotroski F-Score)
Pulls financials, earnings and key metrics from Yahoo Finance and scores a company's financial strength with the Piotroski F-Score.
Data & AnalyticsIntermediate★ 334⑂ 74AI score 9/10Last updated: Aug 10, 2026
What it does
- Runs
scripts/fundamentals.py SYMBOLto return JSON with key metrics (market cap, P/E, EPS, dividend), quarterly/annual income statement data, and historical vs estimated earnings. - Supports
--type all|financials|earnings|infoso you can pull only what you need. - Runs
scripts/piotroski.py SYMBOLto compute the Piotroski F-Score (0–9) across nine criteria: net income, ROA, operating cash flow, earnings quality, long-term debt, current ratio, share dilution, gross margin, and asset turnover. - Returns a per-criterion pass/fail breakdown plus a plain-language interpretation (8–9 excellent, 6–7 good, 4–5 fair, 0–3 poor), with all timestamps in America/New_York and
generated_at/data_delayfields.
Who it's for
- Retail investors who want a fast fundamental health check on a ticker
- Value screeners looking for improving-fundamentals candidates
- Analysts comparing financial strength across a watchlist
- Python developers automating investment research with yfinance
Example uses
- "Did AAPL beat earnings estimates last quarter?" → compares actual vs estimated earnings.
- "Compute the Piotroski F-Score for MSFT" → returns the 9-criterion breakdown and total score.
- "Compare P/E, dividend yield and operating cash flow for KO vs PEP" → queries both tickers and tabulates the results.
· · · Install guide · · ·
Try it now, no install
Paste this into Claude to use the skill without installing anything.
Read the instructions in this file and follow them to help me: https://raw.githubusercontent.com/staskh/trading_skills/HEAD/.claude/skills/fundamentals/SKILL.md What I want: (describe your task here)
If Claude can't open the link, open it yourself and paste the contents instead.
↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.
Install in the Claude app (no terminal)
- Download the ZIP with the button below.
- In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
- Go to Customize → Skills → + → 'Upload a skill' and upload the 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 .claude/skills/fundamentals folder from the GitHub repo staskh/trading_skills into my ~/.claude/skills/fundamentals/. When it's done, tell me in one line what this skill can do.
Install with a command instead
git clone https://github.com/staskh/trading_skills.git && mkdir -p ~/.claude/skills && cp -r trading_skills/.claude/skills/fundamentals ~/.claude/skills/⚠ This is a third-party skill. Check the source repository before installing.
- Open a terminal and clone the repo:
git clone https://github.com/staskh/trading_skills.git - Create the skills directory:
mkdir -p ~/.claude/skills - Copy the skill:
cp -r trading_skills/.claude/skills/fundamentals ~/.claude/skills/ - The skill calls Python files under the repo's
scripts/folder, so run Claude Code from inside the cloned repo for the paths to resolve. - Install dependencies:
pip install pandas yfinance(oruv syncat the repo root). - If you don't have
uv, substitutepythonforuv run pythonas the skill notes. - Restart Claude Code and try: "Show me AAPL fundamentals and its Piotroski score."
View source on GitHub ↗License: MIT