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Quarterly Revenue

skill-kezsmeister-claude-finance-skills-quarterly-revenue · by kezsmeister

Extract quarterly Total Revenue for one or more public company tickers (comma-separated) by browsing Yahoo Finance in Chrome. Produces two markdown tables per ticker - (1) raw quarterly revenue for the past 10 years and (2) YoY growth rate per quarter. Use when the user wants quarterly revenue data, revenue history, or top-line growth trends for a stock.

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Install

$ agentstack add skill-kezsmeister-claude-finance-skills-quarterly-revenue

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Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Quarterly Revenue Table Builder

Extract and display quarterly Total Revenue for $0 covering the past 10 fiscal years by browsing Yahoo Finance in Chrome.

Multi-Ticker Support

The argument $0 may contain multiple tickers separated by commas (e.g., AAPL,MSFT,GOOG).

  1. Parse $0 by splitting on commas and trimming whitespace to get a list of tickers.
  2. Always use the Task tool to launch one subagent per ticker in parallel (all Task calls in a single message). Each subagent should:
  • Receive the full instructions from Step 1 onward, with $0 replaced by its single ticker
  • Be of type general-purpose
  • Work independently to extract data and build the tables
  1. If there is only one ticker, present the subagent's Table 2 (YoY growth rates) directly; skip Table 1 (raw data).
  2. If there are multiple tickers, combine all results into a single summary table with fiscal years as rows and paired columns per ticker (Full Year value + YoY):

| FY | TICKER1 | YoY | TICKER2 | YoY | |----|---------|-----|---------|-----| | 2025 | $X.XXB | +X.X% | $X.XXB | +X.X% | | 2024 | $X.XXB | -X.X% | $X.XXB | +X.X% | | ... | ... | ... | ... | ... | | 2016 | $X.XXB | – | $X.XXB | – |

Replace TICKER1, TICKER2, etc. with actual ticker symbols. Use for the earliest year's YoY (no prior year data). Do not present separate tables per ticker.

Step 1: Navigate to Yahoo Finance Financials

  1. List pages and select an existing Yahoo Finance page (or any available page).
  2. Navigate to https://finance.yahoo.com/quote/$0/financials/
  3. Wait for the page to load.

Step 2: Switch to Quarterly View

  1. Take a snapshot of the page.
  2. The snapshot will be very large. Save it to a file and use Grep to find the "Quarterly" tab element (search for Quarterly).
  3. Click the Quarterly tab (it will be a tab element with text "Quarterly" and a uid).

Step 3: Extract Column Headers and Total Revenue Data

After clicking Quarterly, use evaluate_script to extract the table headers and Total Revenue row in one call:

() => {
  const rows = document.querySelectorAll('div.tableBody div.row');
  const result = {};

  // Get column headers
  const headerRow = document.querySelector('div.tableHeader div.row');
  const headers = [];
  if (headerRow) {
    headerRow.querySelectorAll('div.column').forEach(col => {
      headers.push(col.textContent.trim());
    });
  }

  // Find Total Revenue row
  rows.forEach(row => {
    const label = row.querySelector('div.column div.rowTitle');
    if (label && label.textContent.trim() === 'Total Revenue') {
      const columns = row.querySelectorAll('div.column');
      const values = [];
      columns.forEach(col => {
        values.push(col.textContent.trim());
      });
      result.label = 'Total Revenue';
      result.values = values;
    }
  });

  result.headers = headers;
  return result;
}

This returns:

  • headers: Array starting with ["Breakdown", "TTM", "MM/DD/YYYY", ...] — quarter-end dates
  • values: Array starting with ["Total Revenue", "", "", ...]

Step 4: Parse and Organize Data

  1. Skip the first header ("Breakdown") and first value ("Total Revenue").
  2. Skip the TTM column (second header / second value).
  3. Pair each remaining header (date string like "12/31/2024") with its corresponding revenue value.
  4. Parse each date to extract the year and quarter:
  • Month 3 (3/31) → Q1
  • Month 6 (6/30) → Q2
  • Month 9 (9/30) → Q3
  • Month 12 (12/31) → Q4
  • Any non-standard month-end dates (e.g., 10/31) should be flagged as anomalies and excluded from the main table (note them separately).
  1. Filter to the past 10 full calendar years only. If the current year is incomplete (fewer than 4 quarters reported), still include it and mark missing quarters as "N/A".
  2. Revenue values of "--" should be treated as missing/N/A.
  3. Revenue values from Yahoo Finance are displayed in thousands (e.g., "6,345,000" means $6.345B). Parse by removing commas and converting to numbers. For display, format in millions (divide by 1,000) with one decimal place and an M suffix, or in billions (divide by 1,000,000) with two decimal places and a B suffix — choose whichever is more readable for the company's scale.

Step 5: Build Table 1 — Quarterly Total Revenue

Present a markdown table with this format:

| Year | Q1 (Mar) | Q2 (Jun) | Q3 (Sep) | Q4 (Dec) | Full Year |
|------|----------|----------|----------|----------|-----------|
| 2025 | $X.XXB   | $X.XXB   | $X.XXB   | $X.XXB   | $X.XXB    |
| ...  | ...      | ...      | ...      | ...      | ...       |
  • Full Year = sum of Q1 + Q2 + Q3 + Q4 (bold the column header and values).
  • Show dollar signs on all values.
  • Bold the year column values.
  • Order rows from most recent year at top to oldest at bottom.

Step 6: Build Table 2 — YoY Growth per Quarter

Calculate YoY growth as: (Current Quarter Revenue - Same Quarter Prior Year Revenue) / Same Quarter Prior Year Revenue * 100

Present a markdown table:

| Year | Q1 (Mar) | Q2 (Jun) | Q3 (Sep) | Q4 (Dec) | Full Year |
|------|----------|----------|----------|----------|-----------|
| 2025 | +X.X%    | -X.X%    | +X.X%    | +X.X%    | +X.X%     |
| ...  | ...      | ...      | ...      | ...      | ...       |
  • Full Year growth = (Current FY sum - Prior FY sum) / Prior FY sum * 100.
  • Prefix positive values with +, negative values naturally show -.
  • The earliest year in the table will have no prior year to compare, so exclude it from this table (show 9 rows of growth for 10 years of data).
  • If either the current or prior quarter revenue is missing/zero, show "N/A" for that growth cell.

Step 7: Add Notes

Below the tables, include a Notes section mentioning:

  • That all revenue values are as reported per Yahoo Finance (in thousands on the source, converted for display).
  • Any anomalous dates found (e.g., 10/31 quarter-ends) and that they were excluded.
  • Any notable spikes or drops and likely causes if obvious (e.g., acquisitions, divestitures, pandemic impact).
  • The data source: Yahoo Finance $0 Financials (Quarterly Income Statement, Total Revenue).

Source & license

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

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

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Versions

  • v0.1.0 Imported from the upstream source.