Fundamentals

Fetch fundamental financial data from Yahoo Finance.

Instructions

Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

uv run python scripts/fundamentals.py SYMBOL [--type TYPE]

Arguments

• SYMBOL

• Ticker symbol

• --type

• Data type: all, financials, earnings, info (default: all)

Output

Returns JSON with:

• info

• Key metrics (market cap, PE, EPS, dividend, etc.)

• financials

• Recent quarterly/annual income statement data

• earnings

• Historical and estimated earnings

Present key metrics clearly. Compare actual vs estimated earnings if relevant.

Piotroski F-Score

Calculate Piotroski's F-Score to evaluate a company's financial strength using 9 fundamental criteria.

Instructions

uv run python scripts/piotroski.py SYMBOL

What is Piotroski F-Score?

Piotroski's F-Score is a fundamental analysis tool developed by Joseph Piotroski that evaluates a company's financial strength using 9 criteria. Each criterion scores 1 point if passed, 0 if failed, for a maximum score of 9.

The 9 Criteria

• Positive Net Income - Company is profitable

• Positive ROA - Assets are generating returns

• Positive Operating Cash Flow - Company generates cash from operations

• Cash Flow > Net Income - High-quality earnings (cash exceeds accounting profit)

• Lower Long-Term Debt - Decreasing leverage (improving financial position)

• Higher Current Ratio - Improving liquidity

• No New Shares Issued - No dilution (or share buybacks)

• Higher Gross Margin - Improving profitability efficiency

• Higher Asset Turnover - More efficient use of assets

Score Interpretation

• 8-9: Excellent - Very strong financial health

• 6-7: Good - Strong financial health

• 4-5: Fair - Moderate financial health

• 0-3: Poor - Weak financial health

Output

Returns JSON with:

• score

• F-Score (0-9)

• max_score

• Maximum possible score (9)

• criteria

• Detailed breakdown of each criterion with pass/fail status and values

• interpretation

• Text description of financial health level

• data_available

• Boolean indicating if year-over-year comparison data is available for criteria 5-9

Implementation Details

• Criteria 1-4 use quarterly financial data (most recent year)

• Criteria 5-9 use annual financial data for year-over-year comparisons

• Compares most recent fiscal year vs previous fiscal year

Use Cases

Use Piotroski F-Score when:

• Evaluating fundamental financial strength

• Screening for value stocks with improving fundamentals

• Assessing financial health trends

• Comparing financial strength across companies

• Identifying companies with strong fundamentals but undervalued prices

Dependencies

• pandas

• yfinance