// 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.
| 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"] |
Fetch fundamental financial data from Yahoo Finance.
Note: If
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
uv run python scripts/fundamentals.py SYMBOL [--type TYPE]
SYMBOL - Ticker symbol--type - Data type: all, financials, earnings, info (default: all)Returns JSON with:
info - Key metrics (market cap, PE, EPS, dividend, etc.)financials - Recent quarterly/annual income statement dataearnings - Historical and estimated earningsPresent key metrics clearly. Compare actual vs estimated earnings if relevant.
Calculate Piotroski's F-Score to evaluate a company's financial strength using 9 fundamental criteria.
uv run python scripts/piotroski.py SYMBOL
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.
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 valuesinterpretation - Text description of financial health leveldata_available - Boolean indicating if year-over-year comparison data is available for criteria 5-9Use Piotroski F-Score when:
pandasyfinanceAll timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.
Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.
Convert a markdown file to PDF using mistune + reportlab. Use when the user wants to convert a .md file to PDF, or when another skill needs to produce a PDF from markdown output.
Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.
Fetch trade executions from Interactive Brokers filtered by account, date range, or symbol. Supports live API (~7 days history) and FlexReport (full history). Use when user asks about their trades, executions, or transaction history. Requires TWS or IB Gateway running locally.
Analyze PMCC (Poor Man's Covered Call / diagonal spread) positions from IB portfolio. For each diagonal spread, reports short leg risk (delta, IV, assignment probability), daily P&L projections, top-3 roll candidates, and a side-by-side comparison table. Requires TWS or IB Gateway running locally.