Stocks

Stocks Skill

56+ financial tools via Yahoo Finance. Prices, fundamentals, earnings, options, crypto, forex, commodities, news.

Setup

Run from the skill directory:

python3 -m venv .venv
.venv/bin/python3 -m pip install -r requirements.txt

Windows: use .venv\Scripts\python3 instead of .venv/bin/python3.

AGNOSTIC OS / One-shot Design ( Goals )

• This skill is designed to be agnostic to OS and execution environment.
• It loads only essential context on first use and uses a single-shot interaction pattern for reliability.
• Basic usage pattern provided in TOOLS.md and the All Functions list in SKILL.md body.

Quotation / Command Execution Reliability (common pitfall)

• If a command invocation uses complex shell quoting, it may fail in various environments. Use a here-doc style or a tiny helper script to avoid escaping issues.
• Crucially, ensure you are executing Python scripts using the interpreter from the skill's virtual environment. Simply calling python3 might not use the correct interpreter if the venv is not activated, leading to ModuleNotFoundError.
• Always use the full path to the venv's Python interpreter for execution, e.g.: /home/openclaw/.openclaw/venv/stocks/bin/python3
• Ensure that all necessary packages (like pydantic for yfinance-ai) are installed within this specific venv using its associated pip command: /home/openclaw/.openclaw/venv/stocks/bin/pip install <package_name>
• Example robust pattern using a here-doc:

/home/openclaw/.openclaw/venv/stocks/bin/python3 - << 'PY'
import asyncio, sys
sys.path.insert(0, '.')
from yfinance_ai import Tools

t = Tools()
async def main():
    r = await t.get_key_ratios(ticker='UNH')
    print(r)
asyncio.run(main())
PY

• If complex inline scripts are problematic, wrap the call in a small Python script file in the workspace (e.g., in scripts/) and execute that script using the venv's Python interpreter.

Agent Quick-Start

After setup, copy the template below into your agent's TOOLS.md (or whichever file your framework injects into every session). This is the single most important step — if the agent can see the invocation pattern, it will work every time.

Replace SKILL_DIR with the absolute path to this skill's directory (e.g. where scripts/ and .venv/ live).

# Stocks Skill

## Usage

```bash
cd SKILL_DIR/scripts && SKILL_DIR/.venv/bin/python3 -c "
import asyncio, sys
sys.path.insert(0, '.')
from yfinance_ai import Tools
t = Tools()
async def main():
    result = await t.METHOD(ARGS)
    print(result)
asyncio.run(main())
" 2>/dev/null
```

Replace METHOD(ARGS) with any call below. Suppress stderr (2>/dev/null) to hide warnings.

## Common Calls

| Need | Method |
|---|---|
| Stock price | `get_stock_price(ticker='AAPL')` |
| Key ratios (P/E, ROE, margins) | `get_key_ratios(ticker='AAPL')` |
| Company overview | `get_company_overview(ticker='AAPL')` |
| Full deep-dive | `get_complete_analysis(ticker='AAPL')` |
| Compare stocks | `compare_stocks(tickers='AAPL,MSFT,GOOGL')` |
| Crypto | `get_crypto_price(symbol='BTC')` |
| Forex | `get_forex_rate(pair='EURUSD')` |
| Commodities | `get_commodity_price(commodity='gold')` |
| News | `get_stock_news(ticker='AAPL')` |
| Market indices | `get_market_indices()` |
| Dividends | `get_dividends(ticker='AAPL')` |
| Earnings | `get_earnings_history(ticker='AAPL')` |
| Analyst recs | `get_analyst_recommendations(ticker='AAPL')` |
| Options chain | `get_options_chain(ticker='SPY')` |
| Market open/closed | `get_market_status()` |

## Routing

- Price / quote → `get_stock_price`
- Ratios / valuation → `get_key_ratios`
- "Tell me about" → `get_company_overview`
- Deep dive → `get_complete_analysis`
- Compare → `compare_stocks`
- Crypto → `get_crypto_price`
- Forex → `get_forex_rate`
- Commodities → `get_commodity_price`
- News → `get_stock_news`

All Functions

See skill.json for the full list of 56+ functions, parameters, and trigger keywords. Categories:

• Quotes: get_stock_price, get_stock_quote, get_fast_info, get_historical_data
• Company: get_company_info, get_company_overview, get_company_officers
• Financials: get_income_statement, get_balance_sheet, get_cash_flow, get_key_ratios, get_financial_summary
• Earnings: get_earnings_history, get_earnings_dates, get_analyst_estimates, get_eps_trend
• Analyst: get_analyst_recommendations, get_analyst_price_targets, get_upgrades_downgrades
• Ownership: get_institutional_holders, get_insider_transactions, get_major_holders
• Dividends: get_dividends, get_stock_splits, get_corporate_actions
• Options: get_options_chain, get_options_expirations
• Market: get_market_indices, get_sector_performance, get_market_status
• Crypto/Forex/Commodities: get_crypto_price, get_forex_rate, get_commodity_price
• Compare: compare_stocks, get_peer_comparison, get_historical_comparison
• News: get_stock_news, get_sec_filings
• Utility: search_ticker, validate_ticker, run_self_test

Notes

• Data from Yahoo Finance. Slight real-time delays possible.
• All functions are async — the asyncio.run() wrapper handles this.
• Works on Linux, macOS, and Windows (adjust venv path for Windows).