singa- finance

Fetch professional stock market data from Yahoo Finance (yfinance) and SEC EDGAR. Use when: user asks about stock prices, market data, company financials, ea...

Security Scan

The skill's code, instructions, and requirements align with its stated purpose of fetching Yahoo Finance and SEC EDGAR data and do not request unrelated credentials or elevated system privileges.

Purpose & Capability

Name/description match the included scripts and examples: the skill only needs python3 and yfinance to query Yahoo Finance and uses urllib to query SEC endpoints. No unrelated credentials, binaries, or config paths are requested.

Instruction Scope

Runtime instructions and CLI examples are focused on finance data. The SEC component accepts a URL for read-filing (intended to be the SEC URL from filings output) — that allows fetching arbitrary URLs if supplied, which is expected for 'read-filing' but could be misused to fetch internal resources (SSRF-like risk) if callers provide arbitrary URLs.

Install Mechanism

No packaged install; scripts are provided and SKILL.md instructs pip install -r requirements.txt. requirements.txt contains only yfinance, which is proportionate.

Credentials

Only optional SEC_EDGAR_USER_AGENT is suggested (per SEC policy). No secrets, API keys, or unrelated environment variables are requested.

Persistence & Privilege

Skill is not always-enabled and uses normal agent invocation. It does not request persistent system-wide changes or other skills' credentials.

Assessment

This skill appears to do what it says: it runs the included Python scripts to fetch Yahoo Finance and SEC EDGAR data and only needs python3 and the yfinance package. Before installing: (1) review and run the scripts in a safe environment if you can, (2) set SEC_EDGAR_USER_AGENT as recommended to comply with SEC policy, (3) be cautious when using the read-filing command — it will fetch the URL you provide, so don’t pass internal or sensitive network addresses, and (4) keep the yfinance dependency up-to-date. There are no unexpected credential requests or install steps.

Finance Data Skill

Fetch professional stock and financial data from Yahoo Finance (via yfinance) and SEC EDGAR (free public API).

Setup

Install the Python dependency (one-time):

pip install -r skills/finance-data/scripts/requirements.txt

SEC EDGAR requires a User-Agent header identifying the requester. Set the env var (optional — a default is provided):

export SEC_EDGAR_USER_AGENT="YourName [e-mail]"

Ticker Formats

Market	Format	Example
US stocks	Symbol	AAPL, MSFT, GOOGL
Shanghai A-shares	Code.SS	600519.SS (Moutai)
Shenzhen A-shares	Code.SZ	000858.SZ (Wuliangye)
Hong Kong	Code.HK	0700.HK (Tencent)
Tokyo	Code.T	7203.T (Toyota)
London	Code.L	HSBA.L (HSBC)
ETFs / Indices	Symbol	SPY, QQQ, ^GSPC, ^HSI

Yahoo Finance Commands

All commands output JSON to stdout.

Current Quote

python3 scripts/yfinance_query.py quote AAPL

Returns: price, volume, market cap, P/E, EPS, 52-week range, moving averages, dividend yield, beta, profit margins, etc.

Historical Prices (OHLCV)

# Last month, daily
python3 scripts/yfinance_query.py history AAPL

# Last year, weekly
python3 scripts/yfinance_query.py history AAPL --period 1y --interval 1wk

# Last 5 days, 5-minute bars
python3 scripts/yfinance_query.py history AAPL --period 5d --interval 5m

Period options: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max Interval options: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo

Financial Statements

# All statements (income, balance sheet, cash flow) — annual
python3 scripts/yfinance_query.py financials AAPL

# Quarterly income statement only
python3 scripts/yfinance_query.py financials AAPL --statement income --quarterly

# Balance sheet only
python3 scripts/yfinance_query.py financials AAPL --statement balance

# Cash flow only
python3 scripts/yfinance_query.py financials AAPL --statement cashflow

Full Company Profile

python3 scripts/yfinance_query.py info AAPL

Returns all available metadata: sector, industry, description, officers, full-year financials, etc.

Shareholders

python3 scripts/yfinance_query.py holders AAPL

Returns institutional holders, major holders breakdown, and insider transactions.

Analyst Recommendations & Price Targets

python3 scripts/yfinance_query.py analysts AAPL

Returns recent analyst recommendations (buy/hold/sell) and consensus price targets.

Dividend History

python3 scripts/yfinance_query.py dividends AAPL

Options Chain

# Nearest expiry (default)
python3 scripts/yfinance_query.py options AAPL

# Specific expiry date
python3 scripts/yfinance_query.py options AAPL --expiry 2025-06-20

Returns calls and puts with strike, bid, ask, volume, open interest, implied volatility.

Earnings

python3 scripts/yfinance_query.py earnings AAPL

Returns quarterly and annual earnings (revenue, earnings, surprise).

News

python3 scripts/yfinance_query.py news AAPL

Returns recent news headlines with links.

SEC EDGAR Commands

Free public API — no API key required. All US public company filings.

Full-Text Search

# Search across all filings
python3 scripts/sec_edgar.py search --query "artificial intelligence" --limit 10

# Filter by form type and date
python3 scripts/sec_edgar.py search --query "revenue growth" --form-type 10-K --date-from 2024-01-01

Company Filings

# Recent filings by ticker
python3 scripts/sec_edgar.py filings AAPL --limit 20

# Filter by form type
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K
python3 scripts/sec_edgar.py filings AAPL --form-type 10-Q
python3 scripts/sec_edgar.py filings AAPL --form-type 8-K

# By CIK number
python3 scripts/sec_edgar.py filings 320193 --form-type 10-K

Common form types: 10-K (annual), 10-Q (quarterly), 8-K (current events), DEF 14A (proxy), S-1 (IPO), 13F-HR (institutional holdings).

Read Filing Content

Download and extract readable text from an SEC filing. Use the url from the filings command output.

# Read full filing (first 50000 chars by default)
python3 scripts/sec_edgar.py read-filing --url "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm"

# Read a specific 10-K section (much more focused)
python3 scripts/sec_edgar.py read-filing --url "URL" --section 7    # MD&A
python3 scripts/sec_edgar.py read-filing --url "URL" --section 1    # Business
python3 scripts/sec_edgar.py read-filing --url "URL" --section 1a   # Risk Factors
python3 scripts/sec_edgar.py read-filing --url "URL" --section 8    # Financial Statements

# Control output length
python3 scripts/sec_edgar.py read-filing --url "URL" --max-chars 100000

10-K section numbers: 1 (Business), 1a (Risk Factors), 2 (Properties), 5 (Market), 7 (MD&A), 7a (Quantitative Disclosures), 8 (Financial Statements), 9a (Controls), 10 (Directors), 11 (Executive Compensation), 12 (Security Ownership).

Recommended workflow for reading annual reports:

# Step 1: find the latest 10-K filing
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K --limit 1

# Step 2: read a specific section using the url from step 1
python3 scripts/sec_edgar.py read-filing --url "<url_from_step_1>" --section 7

Filing Document Index

List all documents within a filing package (useful for finding exhibits, XBRL files, etc.):

python3 scripts/sec_edgar.py filing-index AAPL --accession "0000320193-25-000079"

Company Metadata

python3 scripts/sec_edgar.py submissions AAPL

Returns company name, CIK, SIC code, address, phone, fiscal year end, exchanges, and filing count.

Structured Financial Data (XBRL)

# List all available XBRL concepts for a company
python3 scripts/sec_edgar.py company AAPL

# Get time-series for a specific concept
python3 scripts/sec_edgar.py concept AAPL --concept Revenue
python3 scripts/sec_edgar.py concept AAPL --concept NetIncomeLoss
python3 scripts/sec_edgar.py concept AAPL --concept EarningsPerShareBasic
python3 scripts/sec_edgar.py concept AAPL --concept Assets
python3 scripts/sec_edgar.py concept AAPL --concept StockholdersEquity

Useful XBRL concepts: Revenue, NetIncomeLoss, EarningsPerShareBasic, EarningsPerShareDiluted, Assets, Liabilities, StockholdersEquity, OperatingIncomeLoss, CashAndCashEquivalentsAtCarryingValue, LongTermDebt.

Insider Transactions

python3 scripts/sec_edgar.py insider AAPL --limit 20

Returns Forms 3, 4, 5 filings (insider buys/sells/grants) with links to SEC documents.

Common Workflows

Quick stock check:

python3 scripts/yfinance_query.py quote TSLA

Fundamental analysis:

python3 scripts/yfinance_query.py financials MSFT --statement income
python3 scripts/yfinance_query.py financials MSFT --statement balance
python3 scripts/sec_edgar.py concept MSFT --concept Revenue
python3 scripts/sec_edgar.py concept MSFT --concept NetIncomeLoss

Read the latest annual report (10-K):

# 1. Find the latest 10-K
python3 scripts/sec_edgar.py filings AAPL --form-type 10-K --limit 1
# 2. Read the MD&A section (most important for investors)
python3 scripts/sec_edgar.py read-filing --url "<url>" --section 7
# 3. Read the risk factors
python3 scripts/sec_edgar.py read-filing --url "<url>" --section 1a

Due diligence / SEC filings:

python3 scripts/sec_edgar.py filings NVDA --form-type 10-K --limit 5
python3 scripts/sec_edgar.py insider NVDA --limit 20
python3 scripts/sec_edgar.py submissions NVDA

Compare multiple stocks:

Run quote or financials commands for each ticker and compare the JSON output side by side.

Notes

• yfinance data is sourced from Yahoo Finance — may have a 15-minute delay for real-time prices
• SEC EDGAR is official SEC data — always accurate but filings may lag by a few days
• SEC rate limit: max 10 requests/second per IP; the scripts respect this by default
• Chinese A-share tickers use .SS (Shanghai) or .SZ (Shenzhen) suffix in yfinance
• XBRL concepts are case-sensitive (e.g. Revenue not revenue)