Fundamentals

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.

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

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