AgentSkillsCN

fundamentals

获取财务基本面数据，包括财务报表、盈利情况以及关键指标。当用户询问财务状况、盈利表现、收入、利润、资产负债表、损益表，或公司基本面信息时使用。

SKILL.md
--- frontmatter
name: fundamentals
description: Get fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.
dependencies: ["trading-skills"]

Fundamentals

Fetch fundamental financial data from Yahoo Finance.

Instructions

Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

bash
uv run python scripts/fundamentals.py SYMBOL [--type TYPE]

Arguments

  • •SYMBOL - Ticker symbol
  • •--type - Data type: all, financials, earnings, info (default: all)

Output

Returns JSON with:

  • •info - Key metrics (market cap, PE, EPS, dividend, etc.)
  • •financials - Recent quarterly/annual income statement data
  • •earnings - Historical and estimated earnings

Present key metrics clearly. Compare actual vs estimated earnings if relevant.

Piotroski F-Score

Calculate Piotroski's F-Score to evaluate a company's financial strength using 9 fundamental criteria.

Instructions

bash
uv run python scripts/piotroski.py SYMBOL

What is Piotroski F-Score?

Piotroski's F-Score is a fundamental analysis tool developed by Joseph Piotroski that evaluates a company's financial strength using 9 criteria. Each criterion scores 1 point if passed, 0 if failed, for a maximum score of 9.

The 9 Criteria

  1. •Positive Net Income - Company is profitable
  2. •Positive ROA - Assets are generating returns
  3. •Positive Operating Cash Flow - Company generates cash from operations
  4. •Cash Flow > Net Income - High-quality earnings (cash exceeds accounting profit)
  5. •Lower Long-Term Debt - Decreasing leverage (improving financial position)
  6. •Higher Current Ratio - Improving liquidity
  7. •No New Shares Issued - No dilution (or share buybacks)
  8. •Higher Gross Margin - Improving profitability efficiency
  9. •Higher Asset Turnover - More efficient use of assets

Score Interpretation

  • •8-9: Excellent - Very strong financial health
  • •6-7: Good - Strong financial health
  • •4-5: Fair - Moderate financial health
  • •0-3: Poor - Weak financial health

Output

Returns JSON with:

  • •score - F-Score (0-9)
  • •max_score - Maximum possible score (9)
  • •criteria - Detailed breakdown of each criterion with pass/fail status and values
  • •interpretation - Text description of financial health level
  • •data_available - Boolean indicating if year-over-year comparison data is available for criteria 5-9

Implementation Details

  • •Criteria 1-4 use quarterly financial data (most recent year)
  • •Criteria 5-9 use annual financial data for year-over-year comparisons
  • •Compares most recent fiscal year vs previous fiscal year

Use Cases

Use Piotroski F-Score when:

  • •Evaluating fundamental financial strength
  • •Screening for value stocks with improving fundamentals
  • •Assessing financial health trends
  • •Comparing financial strength across companies
  • •Identifying companies with strong fundamentals but undervalued prices

Dependencies

  • •pandas
  • •yfinance