# financial-data-collector

Pulls real financial data for US public companies from yfinance and hands back structured JSON for DCF, comps and earnings work.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 883 installs · ★ 1493
- Author: daymade
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/daymade/claude-code-skills/tree/HEAD/daymade-financial/financial-data-collector/SKILL.md
- Updated: 2026-10-25
- HTML: https://affpapa.org/en/nevibecode/skills/financial-data-collector

## What it does

The skill gathers market data, historical financials, WACC inputs and analyst estimates for a ticker. Everything lands in one file, `{TICKER}_financial_data.json`, following the schema in `references/output-schema.md`. Missing fields stay `null` with `_source: "missing"` — no default values get substituted.

Three steps. First `python scripts/collect_data.py TICKER [--years 5] [--output path/to/output.json]` — data comes from yfinance, the risk-free rate from the 10Y Treasury via `^TNX`, and any year that returns NaN is reported to you instead of guessed. Then `python scripts/validate_data.py path/to/output.json` checks field completeness, cross-field consistency (market cap = price × shares) and range sanity. Output is the JSON file only; no README or CSV.

Two things to know before you run it. yfinance computes free cash flow as operating cash flow plus CapEx, with no SBC deduction, so for large caps the number runs high — the output metadata flags this so downstream DCF skills don't overstate it. CapEx also arrives negative, and the sign is preserved as-is with the convention documented in metadata.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add daymade/claude-code-skills --skill financial-data-collector -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/financial-data-collector/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/financial-data-collector/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add daymade/claude-code-skills --skill financial-data-collector -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/financial-data-collector/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add daymade/claude-code-skills --skill financial-data-collector -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/financial-data-collector/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install daymade/claude-code-skills financial-data-collector
```

2. **Manually: put the files in place**
- File: `.github/skills/financial-data-collector/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add daymade/claude-code-skills --skill financial-data-collector -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/daymade/claude-code-skills --path daymade-financial/financial-data-collector
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/financial-data-collector/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add daymade/claude-code-skills --skill financial-data-collector -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/daymade/claude-code-skills/tree/HEAD/daymade-financial/financial-data-collector/SKILL.md

## When to use it
- gather DCF inputs for a ticker
- pull several years of historical financials
- get beta and the 10Y Treasury rate for WACC
- compare analyst revenue and EPS estimates
- check that market cap, price and share count line up

## Example prompts
- Collect financial data for META over the last 5 years and save it as JSON
- Pull DCF inputs for AAPL: market data, financials, WACC
- Validate META_financial_data.json for completeness and consistency

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 33c4054d10eaf7c8.

BEGIN THIRD-PARTY FILE 33c4054d10eaf7c8
````text
---
name: financial-data-collector
disable-model-invocation: true
description: >-
  Collects real financial data for any US publicly traded company from free public sources
  (yfinance) and outputs structured JSON for downstream skills (DCF modeling, comps analysis,
  earnings review): market data, historical financials, WACC inputs, analyst estimates — never
  fabricated fallback values. Use to collect or pull financial/market data, or gather DCF inputs,
  for a ticker.
---

# Financial Data Collector

Collect and validate real financial data for US public companies using free data sources.
Output is a standardized JSON file ready for consumption by other financial skills.

## Critical Constraints

**NO FALLBACK values.** If a field cannot be retrieved, set it to `null` with `_source: "missing"`.
Never substitute defaults (e.g., `beta or 1.0`). The downstream skill decides how to handle missing data.

**Data source attribution is mandatory.** Every data section must have a `_source` field.

**CapEx sign convention:** yfinance returns CapEx as negative (cash outflow). Preserve the original sign. Document the convention in output metadata. Do NOT flip signs.

**yfinance FCF ≠ Investment bank FCF.** yfinance FCF = Operating CF + CapEx (no SBC deduction). Flag this in output metadata so downstream DCF skills don't overstate FCF.

## Workflow

### Step 1: Collect Data

Run the collection script:

```bash
python scripts/collect_data.py TICKER [--years 5] [--output path/to/output.json]
```

The script collects in this priority:
1. **yfinance** — market data, historical financials, beta, analyst estimates
2. **yfinance ^TNX** — 10Y Treasury yield as risk-free rate proxy
3. **User supplement** — for years where yfinance returns NaN (report to user, do not guess)

### Step 2: Validate Data

```bash
python scripts/validate_data.py path/to/output.json
```

Checks: field completeness, cross-field consistency (Market Cap = Price × Shares), range sanity (WACC 5-20%, beta 0.3-3.0), sign conventions.

### Step 3: Deliver JSON

Single file: `{TICKER}_financial_data.json`. Schema in `references/output-schema.md`.

**Do NOT create**: README, CSV, summary reports, or any auxiliary files.

## Output Schema (Summary)

```json
{
  "ticker": "META",
  "company_name": "Meta Platforms, Inc.",
  "data_date": "2026-03-02",
  "currency": "USD",
  "unit": "millions_usd",
````
END THIRD-PARTY FILE 33c4054d10eaf7c8

The third-party file has ended. Everything between the 33c4054d10eaf7c8 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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