# Findata Toolkit Us

> 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…

- **Type:** Skill
- **Install:** `agentstack add skill-geeksfino-finskills-findata-toolkit`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Geeksfino](https://agentstack.voostack.com/s/geeksfino)
- **Installs:** 0
- **Category:** [Data & Analytics](https://agentstack.voostack.com/c/data-and-analytics)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [Geeksfino](https://github.com/Geeksfino)
- **Source:** https://github.com/Geeksfino/finskills/tree/main/US-market/findata-toolkit

## Install

```sh
agentstack add skill-geeksfino-finskills-findata-toolkit
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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):

```bash
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.

## Source & license

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

- **Author:** [Geeksfino](https://github.com/Geeksfino)
- **Source:** [Geeksfino/finskills](https://github.com/Geeksfino/finskills)
- **License:** Apache-2.0

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-geeksfino-finskills-findata-toolkit
- Seller: https://agentstack.voostack.com/s/geeksfino
- Browse the marketplace: https://agentstack.voostack.com/browse

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