Fundamentals

Fetch live company fundamentals and compute a Piotroski F-Score from Yahoo Finance

Tested · Works

Test report

Verdict
Tested · Works
Score
8.8/10
Tested
Jul 31, 2026
Environment
Claude Code 2.x (agent harness)
Upstream re-checked
Aug 10, 2026 · 93971e8

Cloned the repo, ran `uv sync`, and executed both referenced scripts on AAPL. `fundamentals.py AAPL --type info` returned live JSON (market cap 4,537,070,911,488; trailing PE 35.34; EPS 8.74; generated_at NY timestamp). `piotroski.py AAPL` computed a full 9/9 F-Score with per-criterion YoY figures (e.g. LT debt 78,328,000,000 vs 85,750,000,000) and interpretation "Excellent". Baseline-from-memory could only guess ~$3.5T market cap and could NOT produce an F-Score at all — the live figures and computed 9-criterion score are the concrete delta. Both scripts fetched HTTP 200; no security smells. Real friction: scripts import the `trading_skills` package, so a bare skill-dir copy is non-functional until `pip install trading-skills` (or repo `uv sync`) is run.

Scored on four weighted criteria — install, triggering, output vs. baseline, docs. How scoring works

  • Installs cleanly 5/5
  • Triggers reliably 5/5
  • Output vs. baseline 8/10
  • Docs & honesty 4/5

What Fundamentals does

Pulls fundamental financial data (key metrics, income statement, earnings estimates) for a ticker from Yahoo Finance and computes Piotroski's 9-criterion F-Score for financial-strength screening. Triggers when a user asks about a company's financials, earnings, revenue, profit, balance sheet, income statement, or overall fundamental health. Requires the trading-skills Python package (yfinance/pandas) installed.

How to install Fundamentals

git clone --depth 1 https://github.com/staskh/trading_skills.git /tmp/fundamentals-src
mkdir -p ~/.claude/skills
cp -R /tmp/fundamentals-src/.claude/skills/fundamentals ~/.claude/skills/fundamentals
# The scripts import the `trading_skills` package (yfinance + pandas) — install it or they fail:
#   pip install trading-skills           # standalone
#   # OR run from a checkout of the repo with: cd /tmp/fundamentals-src && uv sync
# Then invoke, e.g.:
#   uv run python ~/.claude/skills/fundamentals/scripts/fundamentals.py AAPL --type info
#   uv run python ~/.claude/skills/fundamentals/scripts/piotroski.py AAPL
# Data source: Yahoo Finance (no API key). Requires Python 3.12+.

Skills live in ~/.claude/skills/ (global) or .claude/skills/ (per-project). Restart Claude Code after installing.

Commands — how to trigger Fundamentals

  • /fundamentals Fetch live company fundamentals and compute a Piotroski F-Score from Yahoo Finance

It also activates on plain-language prompts like these:

  • Show the balance sheet for this company
  • Get quarterly revenue and profit figures
  • Pull fundamental metrics for this stock

Frequently asked questions

Is the Fundamentals skill free?
Yes. The skill itself is free from staskh/trading_skills. SkillProof publishes the install command and an independent test verdict at no cost.
Does Fundamentals work with Claude Code?
We tested it with Claude Code 2.x (agent harness) on Jul 31, 2026. Verdict: Tested · Works. Cloned the repo, ran `uv sync`, and executed both referenced scripts on AAPL. `fundamentals.py AAPL --type info` returned live JSON (market cap 4,537,070,911,488; trailing PE 35.34; EPS 8.74; generated_at NY timestamp). `piotroski.py AAPL` computed a full 9/9 F-Score with per-criterion YoY figures (e.g. LT debt 78,328,000,000 vs 85,750,000,000) and interpretation "Excellent". Baseline-from-memory could only guess ~$3.5T market cap and could NOT produce an F-Score at all — the live figures and computed 9-criterion score are the concrete delta. Both scripts fetched HTTP 200; no security smells. Real friction: scripts import the `trading_skills` package, so a bare skill-dir copy is non-functional until `pip install trading-skills` (or repo `uv sync`) is run.
What is the Fundamentals SkillProof Score?
8.8/10 — installs cleanly 5/5, triggers reliably 5/5, output vs. baseline 8/10, docs & honesty 4/5.
How do I install Fundamentals?
Copy the install command from this page, run it in your terminal, and restart Claude Code. Skills live in ~/.claude/skills/ (global) or .claude/skills/ inside a project.
Can I use Fundamentals with Cursor, Copilot, Gemini CLI, Codex or other AI tools?
The SKILL.md format is native to Claude (Claude Code, Desktop, claude.ai). The instructions inside adapt to other assistants: Cursor rules, GitHub Copilot instructions, Windsurf rules, Custom GPTs, AGENTS.md for OpenAI Codex, and GEMINI.md for Google Gemini CLI — our conversion guides cover each, and the free converter on the tools page does the wrapping for you.