Fundamentals
Fetch live company fundamentals and compute a Piotroski F-Score from Yahoo Finance
Test report
- Verdict
- Tested · Works
- Score
- 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
-
/fundamentalsFetch 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.