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.
- 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
- 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
- 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
- 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)
- 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
- 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.