Eodhd Api

Skill: eodhd-api

Purpose

Use EODHD market data APIs to fetch, normalize, and summarize financial data including:

• Prices (historical, intraday, real-time)
• Company fundamentals and financial statements
• Options data with Greeks (from EODHD Marketplace)
• Technical indicators
• News and sentiment
• Macro-economic indicators
• Corporate events (dividends, splits, earnings, IPOs)
• US Treasury interest rates (bill rates, long-term rates, yield curves, real yield curves)
• ESG / environmental scores (from EODHD Marketplace — Investverte)
• Risk analytics and multi-factor reports (from EODHD Marketplace — PRAAMS)
• Bank financials and bond analysis (from EODHD Marketplace — PRAAMS)
• Tick-level market data (from EODHD Marketplace)
• Trading hours and market status (from EODHD Marketplace — TradingHours)

Supports equities, ETFs, indices, forex, crypto, and bonds across 70+ exchanges worldwide.

Trigger

Use this skill whenever the user's task involves financial data, markets, investing, or building financial tools. This includes — but is not limited to — the categories below.

Direct data requests

• End-of-day or historical stock/ETF/index/forex/crypto prices
• Intraday price bars (1m, 5m, 1h intervals)
• Real-time or delayed quotes, extended US quotes with bid/ask
• Company fundamentals, financials, valuation metrics, or financial ratios
• Options chains, Greeks, or options analytics (from EODHD Marketplace)
• Technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands, Stochastic, ADX, ATR, etc.)
• Company or market news, sentiment scores, trending topics
• Stock screening / filtering by fundamental or technical criteria
• Exchange listings, ticker search, or market metadata
• Macro-economic indicators (GDP, inflation, unemployment, interest rates, trade balance, etc.)
• Corporate calendar events (earnings, dividends, splits, IPOs)
• Insider trading activity (executive purchases, sales, SEC filings)
• ESG scores and environmental data — company, sector, country level (from EODHD Marketplace — Investverte)
• Risk scoring, volatility analytics, beta, risk/return profiles (from EODHD Marketplace — PRAAMS)
• Bank balance sheets, income statements, bond analysis (from EODHD Marketplace — PRAAMS)
• US Treasury rates (bill rates, long-term rates, yield curves, real yield curves)
• Historical market capitalisation
• Index composition and components
• Bulk data exports for an entire exchange
• Symbol change history and delisted tickers
• Trading hours, market status, and market holidays (from EODHD Marketplace — TradingHours)
• Company logos and branding assets

> Endpoint support tiers — not all endpoints are equally reliable. Check > [references/general/support-matrix.md](references/general/support-matrix.md) (generated > from registry/capabilities.json) for the authoritative list: > - validated — call via the Python client (scripts/eodhd_client.py); covered by e2e tests. > - fallback — in the Python client but not e2e-verified; works, but verify the response. > - documented — marketplace add-ons (options, ESG/Investverte, PRAAMS, TradingHours, > tick data); call via curl per the endpoint doc. Not in the Python client.

Building financial tools and applications

Activate this skill when the user is programming or designing any of:

• Stock screeners / scanners — filtering stocks by P/E, market cap, sector, growth, dividends, etc.
• Portfolio trackers — tracking holdings, calculating P&L, showing allocation
• Investment dashboards / panels — visualising market data, watchlists, sector heatmaps
• Trading systems / bots — algorithmic or rule-based strategies that need price feeds
• Backtesting engines — testing strategies against historical price and volume data
• Price alert / notification systems — monitoring price levels, volume spikes, or indicator crossovers
• Dividend trackers / income planners — modelling dividend income from a portfolio
• Earnings calendars / event trackers — upcoming earnings, IPOs, splits, economic releases
• Financial data pipelines / ETL — ingesting market data into databases, data warehouses, or analytics platforms
• Market data APIs or microservices — wrapping EODHD data for downstream consumers
• Charting / technical analysis tools — rendering candlestick charts, overlaying indicators
• Options analysis tools — payoff diagrams, implied volatility surfaces, Greeks dashboards
• Risk management tools — VaR calculators, portfolio risk decomposition, drawdown analysis
• Sector / industry analysis tools — comparing metrics across sectors or industries
• Financial reporting generators — producing PDF / HTML reports with market data
• Watchlist applications — letting users curate and monitor symbol lists
• Market data widgets or embeds — price tickers, mini-charts, quote cards for websites
• Robo-advisor prototypes — automated portfolio construction using fundamental and technical data
• Tax-loss harvesting helpers — identifying lots to sell, calculating wash-sale windows
• Crypto portfolio tools — tracking crypto alongside equities, forex, and bonds

Financial analysis, research, and advice

Activate this skill when the user is performing or asking for:

• Fundamental analysis — valuation (DCF, comparables), financial-statement review, ratio analysis
• Technical analysis — chart patterns, indicator interpretation, support/resistance, trend analysis
• Quantitative / statistical analysis — correlation, regression, factor models, Monte Carlo simulation using market data
• Risk assessment — portfolio volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk
• Peer / competitive comparison — comparing financial metrics across a group of companies
• Sector or industry research — analysing sector performance, rotation, relative strength
• Macro-economic research — linking GDP, inflation, or interest-rate data to market performance
• Event studies — measuring price impact around earnings, M&A announcements, policy changes
• Insider-activity analysis — tracking executive buying/selling as a signal
• ESG / sustainability research — screening by environmental or governance scores
• Dividend analysis — yield, payout ratio, growth rate, sustainability
• Earnings quality analysis — trends, surprises, revision momentum
• IPO research — upcoming offerings, sector trends, pricing
• Bond and fixed-income analysis — yield curves, duration, credit spread trends
• Currency / forex analysis — exchange-rate trends, carry-trade research
• Investment advice or recommendations — when the user asks "what should I invest in?", "is X a good buy?", or similar questions that benefit from real market data
• Portfolio allocation or rebalancing — constructing or adjusting a portfolio using current and historical data
• Retirement or financial planning — modelling scenarios that reference market returns, inflation, interest rates
• Academic or educational projects — coursework, papers, or tutorials that need real market data

Required inputs

• API key — the EODHD_API_TOKEN environment variable. If it is not set, ask the user to provide their API key interactively. Once received, export it in the current shell session (export EODHD_API_TOKEN=""). The user can obtain a free or paid key at https://eodhd.com/. If the user is concerned the key may have been compromised, they can provide a new key at any time and the session variable will be updated.
• Instrument identifier in EODHD format: {TICKER}.{EXCHANGE} (e.g., AAPL.US, BMW.XETRA)
• Date range (--from-date, --to-date) for time-series requests
• Endpoint-specific parameters (e.g., --function for technical indicators)

Workflow

1. Clarify the request

• Check that EODHD_API_TOKEN is set; if not, ask the user for their key and export it
• Identify objective: price analysis, screening, fundamentals, event study, etc.
• Confirm symbol(s), date range, and specific metrics needed
• Determine output format (tables, charts, summary)

1. Select endpoint(s)

• Reference references/endpoints/README.md or individual files in references/endpoints/ for endpoint specs
• Choose minimal set of endpoints to satisfy the request
• Consider endpoint-specific parameters

1. Execute API calls

• Use scripts/eodhd_client.py for supported endpoints
• For unsupported endpoints, construct curl commands per endpoint docs
• Handle pagination for large result sets

1. Validate response

• Confirm symbol exists and has data for requested range
• Check for null/missing fields
• Verify date coverage is adequate

1. Process and present

• Transform data as needed (calculate returns, ratios, etc.)
• Use templates/analysis_report.md for structured output
• Include tables for comparisons, bullet points for conclusions

1. Document reproducibility

• Include exact commands used
• Note any data limitations or caveats
• Provide token-redacted curl examples

Supported endpoints (Python client)

| Endpoint | Description | Key Parameters | |----------|-------------|----------------| | eod | Historical OHLCV | --symbol, --from-date, --to-date | | intraday | Intraday bars | --symbol, --interval (1m/5m/1h) | | real-time | Live quotes | --symbol | | fundamentals | Company data | --symbol | | news | Financial news with sentiment | --symbol, --limit, --from-date | | sentiment | Daily sentiment scores | --symbol, --from-date, --to-date | | news-word-weights | Trending topics in news (AI-processed, higher latency) | --symbol, --from-date, --to-date, --limit | | technical | Technical indicators | --symbol, --function, --period | | dividends | Dividend history | --symbol | | splits | Stock splits | --symbol | | macro-indicator | Macro data | --symbol (country code), --indicator | | screener | Stock screener | --filters (JSON), --sort, --signals, --limit, --offset | | calendar/earnings | Earnings calendar | --from-date, --to-date or --symbol¹ | | calendar/trends | Earnings trends | --symbol¹ (comma-separated, required) | | calendar/ipos | IPO calendar | --from-date, --to-date | | calendar/splits | Stock splits calendar | --from-date, --to-date or --symbol¹ | | calendar/dividends | Dividends calendar | --symbol², --from-date, --to-date, --limit, --offset | | economic-events | Economic events | --from-date, --to-date, --country, --comparison, --limit, --offset | | insider-transactions | Insider trading activity | --symbol, --from-date, --to-date, --limit | | exchange-symbol-list | Exchange tickers | --symbol (exchange code) | | exchanges-list | All exchanges | (no symbol needed) | | exchanges-details | Exchange details + trading hours + holidays | --symbol (exchange code) | | eod-bulk-last-day | Bulk EOD data | --symbol (exchange code) | | bulk-fundamentals | Bulk fundamentals for exchange | --symbol (exchange code), --symbols, --limit, --offset, --version | | index-components | Index constituents + historical membership | --symbol (index ID, e.g. GSPC.INDX) | | user | Account details and API usage | (no parameters needed) | | us-quote-delayed | US extended quotes (Live v2) | --symbol (comma-separated for batch), --limit, --offset | | ust/bill-rates | US Treasury Bill Rates | --filter-year, --limit, --offset | | ust/long-term-rates | US Treasury Long-Term Rates | --filter-year, --limit, --offset | | ust/yield-rates | US Treasury Par Yield Curve Rates | --filter-year, --limit, --offset | | ust/real-yield-rates | US Treasury Par Real Yield Curve Rates | --filter-year, --limit, --offset |

> ¹ Calendar parameter mapping: The Python client accepts --symbol, but the underlying API parameter is symbols= (plural). If you build curl commands directly, use symbols=AAPL.US,MSFT.US — using symbol= (singular) will be silently ignored, returning empty results with HTTP 200. For calendar/earnings, providing symbols= causes the API to ignore from/to dates. > > ² Dividends calendar parameter mapping: The API uses bracket-style parameters: filter[symbol], filter[date_from], filter[date_to], page[limit], page[offset]. The Python client translates --symbol/--from-date/--to-date/--limit/--offset automatically. For raw curl, use the bracket format directly (see references/endpoints/upcoming-dividends.md). > > The table above covers Python client support only. An additional 30+ endpoints (Marketplace: options, ESG/Investverte, PRAAMS, TradingHours, tick data, logos, search, WebSockets, etc.) are documented in references/endpoints/ and require curl or manual HTTP calls. See references/endpoints/README.md for the full index.

API call costs: Most endpoints cost 1 call. technical and intraday cost 5 calls. fundamentals costs 10 calls. News-related endpoints (news, sentiment, news-word-weights) cost 5 calls + 5 per ticker. Bulk endpoints cost 100 calls (+ N symbols if --symbols used). Marketplace endpoints (options, ESG, PRAAMS, index-components, tick data) typically cost 10 calls per request. See references/general/rate-limits.md for full details.

Output requirements

• State exact parameters: symbols, date ranges, endpoints used
• Separate facts from interpretation: clearly distinguish API data from analysis
• Note limitations: mention missing fields, null values, date gaps
• Use appropriate formats:
• Tables for multi-symbol comparisons
• Bullet points for conclusions and insights
• JSON/code blocks for raw data samples
• Include reproducible commands: token-redacted curl or client commands

Guardrails

• Never fabricate data: if retrieval fails, report the error and command attempted
• Validate before acting: confirm symbol exists before making multiple calls
• Respect rate limits: avoid unnecessary duplicate requests
• Handle errors gracefully: provide actionable error messages
• Warn on large requests: ask for confirmation before broad multi-exchange pulls
• Protect the API key: never echo or print the token in plain text to the user. Always redact it in example commands (EODHD_API_TOKEN=***). If the user suspects their key is compromised, prompt them to supply a new one and re-export it
• Disclaim on advice: when providing investment recommendations or analysis that could be interpreted as advice, include "This is not financial advice. Data is for informational purposes only."
• Warn on stale data: for real-time/intraday endpoints outside US market hours or on weekends/holidays, note that data may be delayed or from a prior session
• Check Marketplace access: before calling Marketplace endpoints (options, ESG, PRAAMS, TradingHours, tick data), warn that these require specific subscription tiers and consume 10+ API calls per request
• Note currency context: prices are in local exchange currency, not always USD — mention this when presenting data from non-US exchanges

Common patterns

See references/workflows.md for detailed recipes.

Core analysis workflows

1. Single-ticker deep dive: EOD + fundamentals + news + insider activity
2. Peer comparison: Screener + fundamentals for multiple symbols
3. Event study: Intraday bars around earnings/announcements
4. Macro context: Stock performance vs. economic indicators
5. Technical analysis: Price data + indicators (SMA, RSI, MACD)
6. Options analysis: Options chains + Greeks (from EODHD Marketplace)

Building financial tools

1. Stock screener / scanner: Use screener endpoint with filters, then enrich top results with fundamentals and eod for display
2. **Portfolio

…

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: EodHistoricalData
• Source: EodHistoricalData/eodhd-claude-skills
• License: MIT
• Homepage: https://eodhd.com

Install and usage instructions live in the source repository linked above.