Agent skill

yfinance-data

Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market data. Triggers include: any mention of stock price, ticker symbol (AAPL, MSFT, TSLA, etc.), "get me the financials", "show earnings", "what's the price of", "download stock data", "options chain", "dividend history", "balance sheet", "income statement", "cash flow", "analyst targets", "institutional holders", "compare stocks", "screen for stocks", or any request involving Yahoo Finance data. Always use this skill even if the user only provides a ticker — infer intent from context.

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Install this agent skill to your Project

npx add-skill https://github.com/himself65/finance-skills/tree/main/plugins/market-analysis/skills/yfinance-data

SKILL.md

yfinance Data Skill

Fetches financial and market data from Yahoo Finance using the yfinance Python library.

Important: yfinance is not affiliated with Yahoo, Inc. Data is for research and educational purposes.


Step 1: Ensure yfinance Is Available

Current environment status:

!`python3 -c "import yfinance; print('yfinance ' + yfinance.__version__ + ' installed')" 2>/dev/null || echo "YFINANCE_NOT_INSTALLED"`

If YFINANCE_NOT_INSTALLED, install it before running any code:

python
import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])

If yfinance is already installed, skip the install step and proceed directly.


Step 2: Identify What the User Needs

Match the user's request to one or more data categories below, then use the corresponding code from references/api_reference.md.

User Request Data Category Primary Method
Stock price, quote Current price ticker.info or ticker.fast_info
Price history, chart data Historical OHLCV ticker.history() or yf.download()
Balance sheet Financial statements ticker.balance_sheet
Income statement, revenue Financial statements ticker.income_stmt
Cash flow Financial statements ticker.cashflow
Dividends Corporate actions ticker.dividends
Stock splits Corporate actions ticker.splits
Options chain, calls, puts Options data ticker.option_chain()
Earnings, EPS Analysis ticker.earnings_history
Analyst price targets Analysis ticker.analyst_price_targets
Recommendations, ratings Analysis ticker.recommendations
Upgrades/downgrades Analysis ticker.upgrades_downgrades
Institutional holders Ownership ticker.institutional_holders
Insider transactions Ownership ticker.insider_transactions
Company overview, sector General info ticker.info
Compare multiple stocks Bulk download yf.download()
Screen/filter stocks Screener yf.Screener + yf.EquityQuery
Sector/industry data Market data yf.Sector / yf.Industry
News News ticker.news

Step 3: Write and Execute the Code

General pattern

python
import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])

import yfinance as yf

ticker = yf.Ticker("AAPL")
# ... use the appropriate method from the reference

Key rules

  1. Always wrap in try/except — Yahoo Finance may rate-limit or return empty data
  2. Use yf.download() for multi-ticker comparisons — it's faster with multi-threading
  3. For options, list expiration dates first with ticker.options before calling ticker.option_chain(date)
  4. For quarterly data, use quarterly_ prefix: ticker.quarterly_income_stmt, ticker.quarterly_balance_sheet, ticker.quarterly_cashflow
  5. For large date ranges, be mindful of intraday limits — 1m data only goes back ~7 days, 1h data ~730 days
  6. Print DataFrames clearly — use .to_string() or .to_markdown() for readability, or select key columns

Valid periods and intervals

Periods 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max
Intervals 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo

Step 4: Present the Data

After fetching data, present it clearly:

  1. Summarize key numbers in a brief text response (current price, market cap, P/E, etc.)
  2. Show tabular data formatted for readability — use markdown tables or formatted DataFrames
  3. Highlight notable items — earnings beats/misses, unusual volume, dividend changes
  4. Provide context — compare to sector averages, historical ranges, or analyst consensus when relevant

If the user seems to want a chart or visualization, combine with an appropriate visualization approach (e.g., generate an HTML chart or describe the trend).


Reference Files

  • references/api_reference.md — Complete yfinance API reference with code examples for every data category

Read the reference file when you need exact method signatures or edge case handling.

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