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findata-toolkit-us

findata-toolkit-us

github.com/geeksfinoData & databases28586 installsUpdated 34w ago
Repository

About findata-toolkit-us

FinData Toolkit — US Market is a financial data and quantitative analysis toolkit for US market research and portfolio analysis. Its command-line scripts cover stocks, SEC filings, macro data, factor screening, and portfolio risk, with JSON output and data sources that require no API keys.

Key features

  1. 01Fetch stock fundamentals, price history, and financial metrics
  2. 02Retrieve SEC filings and insider trades
  3. 03Calculate financial quality and risk measures
  4. 04Analyze portfolio concentration, correlations, and risk
  5. 05Screen stocks with multiple factors
  6. 06View US macroeconomic indicators

Use cases

  1. 01Review company financials, valuation, and price history
  2. 02Inspect SEC disclosures and insider trades
  3. 03Assess portfolio risk and run historical stress tests
  4. 04Screen stocks or review macroeconomic conditions

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/geeksfino/finskills --skill findata-toolkit-us

After installing, type/findata-toolkit-usin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

LICENSE.txt
requirements.txt
config/
data_sources.yaml
scripts/
factor_screener.py
financial_calc.py
macro_data.py
portfolio_analytics.py
sec_edgar.py
stock_data.py
scripts/common/
__init__.py
config.py
utils.py

Details

From the project README

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.

1. Stock Data (scripts/stock_data.py)

Fetch stock fundamentals, price history, and financial metrics via yfinance.

CommandPurpose
python scripts/stock_data.py AAPLBasic company info
python scripts/stock_data.py AAPL --metricsFull financial metrics (valuation, profitability, leverage, growth, analyst consensus)
python scripts/stock_data.py AAPL --history --period 1yOHLCV price history
python scripts/stock_data.py AAPL --financialsIncome statement, balance sheet, cash flow
python scripts/stock_data.py AAPL MSFT GOOGL --screenScreen stocks against value filters
2. SEC EDGAR (scripts/sec_edgar.py)

Fetch insider trading data (Form 4), company filings, and CIK lookups.

CommandPurpose
python scripts/sec_edgar.py insider AAPLRecent insider trades
python scripts/sec_edgar.py insider AAPL --days 90Insider trades in last 90 days
python scripts/sec_edgar.py filings AAPL --form-type 10-KRecent 10-K filings
python scripts/sec_edgar.py cik AAPLLook up CIK number
3. Financial Calculators (scripts/financial_calc.py)

DuPont decomposition, Altman Z-Score, Beneish M-Score, Piotroski F-Score, earnings quality, and working capital analysis.

CommandPurpose
python scripts/financial_calc.py AAPL --allAll calculations
python scripts/financial_calc.py AAPL --dupont5-factor DuPont decomposition
python scripts/financial_calc.py AAPL --zscoreAltman Z-Score (bankruptcy risk)
python scripts/financial_calc.py AAPL --mscoreBeneish M-Score (manipulation detection)
python scripts/financial_calc.py AAPL --fscorePiotroski F-Score (financial strength)
python scripts/financial_calc.py AAPL --qualityEarnings quality assessment
python scripts/financial_calc.py AAPL --working-capitalWorking capital & CCC analysis
4. Portfolio Analytics (scripts/portfolio_analytics.py)

Portfolio risk analysis: concentration, correlation clusters, VaR/CVaR, stress testing, and health scoring.

CommandPurpose
python scripts/portfolio_analytics.py --holdings "AAPL:30,MSFT:25,GOOGL:20,AMZN:15,META:10"Full health score (0–100)
... --concentrationConcentration analysis (HHI, sector)
... --correlationCorrelation clusters & EDR
... --riskVaR/CVaR, Sharpe, Sortino, beta
... --stressHistorical stress testing (5 scenarios)
5. Factor Screener (scripts/factor_screener.py)

Multi-factor stock scoring: value, momentum, quality, low volatility, size, growth.

CommandPurpose
python scripts/factor_screener.py --universe "AAPL,MSFT,GOOGL,AMZN" --top 5Screen custom universe
python scripts/factor_screener.py --sp500-sample --top 10Screen S&P 500 sample
... --factors value,qualityUse specific factors only
6. Macro Data (scripts/macro_data.py)

US macroeconomic indicators from FRED.

CommandPurpose
python scripts/macro_data.py --dashboardFull macro dashboard
python scripts/macro_data.py --ratesInterest rates & yield curve
python scripts/macro_data.py --inflationCPI, PCE, breakevens
python scripts/macro_data.py --gdpGDP & leading indicators
python scripts/macro_data.py --employmentUnemployment, payrolls, JOLTS
python scripts/macro_data.py --cycleBusiness cycle phase assessment

Data Sources

SourceDataAPI Key
Yahoo Finance (yfinance)Stock quotes, financials, historyNot required
SEC EDGARFilings, insider trades (Form 4)Not required
FREDMacro indicatorsNot 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.

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