AgentSkillsCN

findata-toolkit-us

面向美国市场分析的金融数据工具包。提供各类脚本，助力实时获取美股行情、SEC备案文件与内幕交易信息（EDGAR）、财务报表计算工具（杜邦分析、Z值评分、M值评分、F值评分）、投资组合分析工具（VaR、压力测试、健康评分）、多因子筛选功能，以及宏观指标（FRED）。当您需要实时美股市场数据来支撑投资分析时，可调用此技能。所有数据源免费开放，无需API密钥。

SKILL.md
--- frontmatter
name: findata-toolkit-us
description: Financial data toolkit for US market analysis. Provides scripts to fetch real-time stock data (yfinance), SEC filings and insider trades (EDGAR), financial statement calculators (DuPont, Z-Score, M-Score, F-Score), portfolio analytics (VaR, stress testing, health scoring), multi-factor screening, and macro indicators (FRED). Use when you need live US market data to ground investment analysis. All data sources are free — no API keys required.
license: Apache-2.0

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):

bash
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.