fundamentals
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.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/staskh/trading_skills --skill fundamentals- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads fundamentals automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Fundamentals
Fetch fundamental financial data from Yahoo Finance.
Instructions
Note: If
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin 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 dataearnings- 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 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
- Positive Net Income - Company is profitable
- Positive ROA - Assets are generating returns
- Positive Operating Cash Flow - Company generates cash from operations
- Cash Flow > Net Income - High-quality earnings (cash exceeds accounting profit)
- Lower Long-Term Debt - Decreasing leverage (improving financial position)
- Higher Current Ratio - Improving liquidity
- No New Shares Issued - No dilution (or share buybacks)
- Higher Gross Margin - Improving profitability efficiency
- Higher Asset Turnover - More efficient use of assets
Score Interpretation
- 8-9: Excellent - Very strong financial health
- 6-7: Good - Strong financial health
- 4-5: Fair - Moderate financial health
- 0-3: Poor - Weak financial health
Output
Returns JSON with:
score- F-Score (0-9)max_score- Maximum possible score (9)criteria- Detailed breakdown of each criterion with pass/fail status and valuesinterpretation- Text description of financial health leveldata_available- Boolean indicating if year-over-year comparison data is available for criteria 5-9
Implementation Details
- Criteria 1-4 use quarterly financial data (most recent year)
- Criteria 5-9 use annual financial data for year-over-year comparisons
- Compares most recent fiscal year vs previous fiscal year
Use Cases
Use Piotroski F-Score when:
- Evaluating fundamental financial strength
- Screening for value stocks with improving fundamentals
- Assessing financial health trends
- Comparing financial strength across companies
- Identifying companies with strong fundamentals but undervalued prices
Dependencies
pandasyfinance
Timezone
All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.
FAQ
What does the fundamentals skill do?
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.
How do I install fundamentals?
Run npx skills add https://github.com/staskh/trading_skills --skill fundamentals in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/fundamentals/ (personal) or .claude/skills/fundamentals/ (project).
Which AI agents can use fundamentals?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is fundamentals safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains fundamentals?
It is published by staskh in staskh/trading_skills. It has 179 recorded installs.
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