findata-toolkit-us

Business

Financial data toolkit for US market analysis. Provides scripts to fetch real-time stock data (yfinance), SEC filings and insider trades (EDGAR), financial statement calculators (DuPont, Z-Score, M-Score, F-Score), portfolio analytics (VaR, stress testing, health scoring), multi-factor screening, and macro indicators (FRED). Use when you need live US market data to ground investment analysis. All data sources are free — no API keys required.

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FinData Toolkit — US Market

A self-contained data toolkit providing live financial data and quantitative calculations for US market analysis. All data sources are free and require no API keys.

Setup

Install dependencies (one-time):

pip install -r requirements.txt

Available Tools

All scripts are in the scripts/ directory. Run from the skill root directory.

1. Stock Data (`scripts/stock_data.py`)

Fetch stock fundamentals, price history, and financial metrics via yfinance.

Command	Purpose
`python scripts/stock_data.py AAPL`	Basic company info
`python scripts/stock_data.py AAPL --metrics`	Full financial metrics (valuation, profitability, leverage, growth, analyst consensus)
`python scripts/stock_data.py AAPL --history --period 1y`	OHLCV price history
`python scripts/stock_data.py AAPL --financials`	Income statement, balance sheet, cash flow
`python scripts/stock_data.py AAPL MSFT GOOGL --screen`	Screen stocks against value filters

2. SEC EDGAR (`scripts/sec_edgar.py`)

Fetch insider trading data (Form 4), company filings, and CIK lookups.

Command	Purpose
`python scripts/sec_edgar.py insider AAPL`	Recent insider trades
`python scripts/sec_edgar.py insider AAPL --days 90`	Insider trades in last 90 days
`python scripts/sec_edgar.py filings AAPL --form-type 10-K`	Recent 10-K filings
`python scripts/sec_edgar.py cik AAPL`	Look up CIK number

3. Financial Calculators (`scripts/financial_calc.py`)

DuPont decomposition, Altman Z-Score, Beneish M-Score, Piotroski F-Score, earnings quality, and working capital analysis.

Command	Purpose
`python scripts/financial_calc.py AAPL --all`	All calculations
`python scripts/financial_calc.py AAPL --dupont`	5-factor DuPont decomposition
`python scripts/financial_calc.py AAPL --zscore`	Altman Z-Score (bankruptcy risk)
`python scripts/financial_calc.py AAPL --mscore`	Beneish M-Score (manipulation detection)
`python scripts/financial_calc.py AAPL --fscore`	Piotroski F-Score (financial strength)
`python scripts/financial_calc.py AAPL --quality`	Earnings quality assessment
`python scripts/financial_calc.py AAPL --working-capital`	Working capital & CCC analysis

4. Portfolio Analytics (`scripts/portfolio_analytics.py`)

Portfolio risk analysis: concentration, correlation clusters, VaR/CVaR, stress testing, and health scoring.

Command	Purpose
`python scripts/portfolio_analytics.py --holdings "AAPL:30,MSFT:25,GOOGL:20,AMZN:15,META:10"`	Full health score (0–100)
`... --concentration`	Concentration analysis (HHI, sector)
`... --correlation`	Correlation clusters & EDR
`... --risk`	VaR/CVaR, Sharpe, Sortino, beta
`... --stress`	Historical stress testing (5 scenarios)

5. Factor Screener (`scripts/factor_screener.py`)

Multi-factor stock scoring: value, momentum, quality, low volatility, size, growth.

Command	Purpose
`python scripts/factor_screener.py --universe "AAPL,MSFT,GOOGL,AMZN" --top 5`	Screen custom universe
`python scripts/factor_screener.py --sp500-sample --top 10`	Screen S&P 500 sample
`... --factors value,quality`	Use specific factors only

6. Macro Data (`scripts/macro_data.py`)

US macroeconomic indicators from FRED.

Command	Purpose
`python scripts/macro_data.py --dashboard`	Full macro dashboard
`python scripts/macro_data.py --rates`	Interest rates & yield curve
`python scripts/macro_data.py --inflation`	CPI, PCE, breakevens
`python scripts/macro_data.py --gdp`	GDP & leading indicators
`python scripts/macro_data.py --employment`	Unemployment, payrolls, JOLTS
`python scripts/macro_data.py --cycle`	Business cycle phase assessment

Data Sources

Source	Data	API Key
Yahoo Finance (yfinance)	Stock quotes, financials, history	Not required
SEC EDGAR	Filings, insider trades (Form 4)	Not required
FRED	Macro indicators	Not required

Output Format

All scripts output JSON to stdout for easy parsing. Errors go to stderr.

Configuration

Optional: Edit config/data_sources.yaml to customize rate limits or add API keys for premium data sources.

How to use this skill

FinData Toolkit — US Market

Setup

Available Tools

1. Stock Data (scripts/stock_data.py)

2. SEC EDGAR (scripts/sec_edgar.py)

3. Financial Calculators (scripts/financial_calc.py)

4. Portfolio Analytics (scripts/portfolio_analytics.py)

5. Factor Screener (scripts/factor_screener.py)

6. Macro Data (scripts/macro_data.py)