Agent skill

Financial Data Collector

by daymade in daymade/claude-code-skills

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)…

MITAuto-check passedBusiness, Finance & HR

Install Financial Data Collector

skills CLI
$ npx skills add daymade/claude-code-skills --skill financial-data-collector -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install daymade/claude-code-skills financial-data-collector --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/daymade/claude-code-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/daymade-financial/financial-data-collector .claude/skills/financial-data-collector && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-data-collector
GitHub stars
1.4k
Token cost
~1.4k tokens
SKILL.md length
309 words
Files
6 (incl. scripts, references)
Skills in repo
104
Repo updated
First seen
Licence
MIT

At a glance

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)…

  • Works in 3 steps: Collect Data → Validate Data → Deliver JSON
  • Pull financial/market data
  • SKILL.md covers Critical Constraints, Workflow, Output Schema (Summary) and Known yfinance Pitfalls
  • Runs Python scripts from its folder; calls python

What it does

Financial Data Collector is an agent skill from daymade/claude-code-skills. 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.

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 7 other files, including scripts and reference files (for example `references/output-schema.md`, `references/yfinance-pitfalls.md` and `scripts/collect_data.py`).

It sits in Business, Finance & HR, covering Stock and market analysis and Financial modeling. It works with yfinance. The repository describes itself as: Professional Claude Code skills marketplace featuring production-ready skills for enhanced development workflows. The licence is MIT.

When your agent uses it

  • Pull financial/market data
  • Gather DCF inputs

Example prompts

  • “Use the financial-data-collector skill to collect real financial data for any US publicly traded company from free public sources (yfinance) and…”
  • “/financial-data-collector”

Requirements

  • Python 3

Workflow steps

3 steps, taken from the step headings in SKILL.md.

  1. Collect Data
  2. Validate Data
  3. Deliver JSON

What it can do on your machine

Read from SKILL.md and the folder at commit 0e52df5. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 2 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Data Collector loads about 1.4k tokens when it runs, and up to ~3.1k if it reads all its reference files. Until then it costs about 102 tokens; SKILL.md has 309 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~102
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from daymade/claude-code-skills at commit 0e52df5, republished under its MIT licence (© daymade). 309 words, ~1,379 tokens.

Download SKILL.mdSave it as .claude/skills/financial-data-collector/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
financial-data-collector
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.
disable-model-invocation
true

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",
  "data_sources": { "market_data": "...", "2022_to_2024": "..." },
  "market_data": { "current_price": 648.18, "shares_outstanding_millions": 2187, "market_cap_millions": 1639607, "beta_5y_monthly": 1.284 },
  "income_statement": { "2024": { "revenue": 164501, "ebit": 69380, "tax_expense": ..., "net_income": ..., "_source": "yfinance" } },
  "cash_flow": { "2024": { "operating_cash_flow": ..., "capex": -37256, "depreciation_amortization": 15498, "free_cash_flow": ..., "change_in_nwc": ..., "_source": "yfinance" } },
  "balance_sheet": { "2024": { "total_debt": 30768, "cash_and_equivalents": 77815, "net_debt": -47047, "current_assets": ..., "current_liabilities": ..., "_source": "yfinance" } },
  "wacc_inputs": { "risk_free_rate": 0.0396, "beta": 1.284, "credit_rating": null, "_source": "yfinance + ^TNX" },
  "analyst_estimates": { "revenue_next_fy": 251113, "revenue_fy_after": 295558, "eps_next_fy": 29.59, "_source": "yfinance" },
  "metadata": { "_capex_convention": "negative = cash outflow", "_fcf_note": "yfinance FCF = OperatingCF + CapEx. Does NOT deduct SBC." }
}

Full schema with all field definitions: references/output-schema.md

<correct_patterns>

Handling Missing Years
python
if pd.isna(revenue):
    result[year] = {"revenue": None, "_source": "yfinance returned NaN — supplement from 10-K"}
# Report missing years to the user. Do NOT skip or fill with estimates.
CapEx Sign Preservation
python
capex = cash_flow.loc["Capital Expenditure", year_col]  # -37256.0
result["capex"] = float(capex)  # Preserve negative
Datetime Column Indexing
python
year_col = [c for c in financials.columns if c.year == target_year][0]
revenue = financials.loc["Total Revenue", year_col]
Field Name Guards
python
if "Total Revenue" in financials.index:
    revenue = financials.loc["Total Revenue", year_col]
elif "Revenue" in financials.index:
    revenue = financials.loc["Revenue", year_col]
else:
    revenue = None

</correct_patterns>

<common_mistakes>

Mistake 1: Default Values for Missing Data
python
# ❌ WRONG
beta = info.get("beta", 1.0)
growth = data.get("growth") or 0.02

# ✅ RIGHT
beta = info.get("beta")  # May be None — that's OK
Mistake 2: Assuming All Years Have Data
python
# ❌ WRONG — 2020-2021 may be NaN
revenue = float(financials.loc["Total Revenue", year_col])

# ✅ RIGHT
value = financials.loc["Total Revenue", year_col]
revenue = float(value) if pd.notna(value) else None
Mistake 3: Using yfinance FCF in DCF Models Directly

yfinance FCF does NOT deduct SBC. For mega-caps like META, SBC can be $20-30B/yr, making yfinance FCF ~30% higher than investment-bank FCF. Always flag this in output.

Mistake 4: Flipping CapEx Sign
python
# ❌ WRONG — double-negation risk downstream
capex = abs(cash_flow.loc["Capital Expenditure", year_col])

# ✅ RIGHT — preserve original, document convention
capex = float(cash_flow.loc["Capital Expenditure", year_col])  # -37256.0

</common_mistakes>

Known yfinance Pitfalls

See references/yfinance-pitfalls.md for detailed field mapping and workarounds.

© daymade, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 5 other files (scripts, references) in daymade-financial/financial-data-collector of daymade/claude-code-skills.

  • SKILL.md
  • .gitignore
  • references/output-schema.md
  • references/yfinance-pitfalls.md
  • scripts/collect_data.py
  • scripts/validate_data.py

Open the folder on GitHubat commit 0e52df5

Compare with similar skills

Financial Data Collector next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Data Collector compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Data Collector this skilldaymade/claude-code-skills1.4k—~1.4kAutomated safety check: PassMIT
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Stock Analysis24mlight/StockClaw1012 repos~2kAutomated safety check: NotesMIT
Equity ResearchrollingSirius/equity-research-skill453—~1.5kAutomated safety check: PassMIT
Regimejackson-video-resources/markov-hedge-fund-method484—~1.6kAutomated safety check: PassCustom licence
Yahoo Finance24mlight/StockClaw1012 repos~1.1kAutomated safety check: NotesMIT

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Works with

Questions about Financial Data Collector

What does Financial Data Collector do?

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)…. Financial Data Collector is an agent skill from daymade/claude-code-skills. 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.

When should I use Financial Data Collector?

Financial Data Collector fits situations like: pull financial/market data; gather DCF inputs.

How do I install Financial Data Collector in Claude Code?

Run `npx skills add daymade/claude-code-skills --skill financial-data-collector -a claude-code`. Or copy the skill folder (daymade-financial/financial-data-collector in daymade/claude-code-skills) into .claude/skills/financial-data-collector in your project. Claude Code loads it when a task matches its description.

How do I install Financial Data Collector in Codex?

Run `npx skills add daymade/claude-code-skills --skill financial-data-collector -a codex`. Or copy the skill folder (daymade-financial/financial-data-collector in daymade/claude-code-skills) into .agents/skills/financial-data-collector in your project. Codex loads it when a task matches its description.

Can I use Financial Data Collector in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add daymade/claude-code-skills --skill financial-data-collector -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-data-collector, .gemini/skills/financial-data-collector, .github/skills/financial-data-collector and .opencode/skills/financial-data-collector in your project.

What does Financial Data Collector need to run?

Going by SKILL.md and its folder, Financial Data Collector needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Financial Data Collector access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Data Collector safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Financial Data Collector use?

Financial Data Collector is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Data Collector use?

About 1.4k tokens (SKILL.md is roughly 5.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.7k tokens, read only when the agent opens those files.

What are the alternatives to Financial Data Collector?

Skills that share tags, products or a category with Financial Data Collector: Stock Value Analyzer (FunnyKun/stock-value-analyzer, 141 stars), Stock Analysis (24mlight/StockClaw, 101 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars) and Regime (jackson-video-resources/markov-hedge-fund-method, 484 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Data Collector?

daymade (a GitHub user) maintains it in daymade/claude-code-skills, which has 1,448 GitHub stars. The repository holds 104 skills in this directory. The repository was last updated on October 10, 2026.

Source: daymade/claude-code-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.