yfinance-data

# yfinance Data Skill Fetches financial and market data from Yahoo Finance using the [yfinance](https://github.com/ranaroussi/yfinance) Python library. **Important**: yfinance is not affiliated with Yahoo, Inc. Data is for research and educational purposes. --- ## Step 1: Ensure yfinance Is Available **Current environment status:** ``` !`python3 -c "exec('try:\n import yfinance\n print(\'yfinance \' + yfinance.__version__ + \' installed\')\nexcept Exception:\n print(\'YFINANCE_NOT_INSTALLED\')')"` ``` If `YFINANCE_NOT_INSTALLED`, install it before running any code: ```python import subprocess, sys subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"]) ``` If yfinance is already installed, skip the install step and proceed directly. --- ## Step 2: Identify What the User Needs Match the user's request to one or more data categories below, then use the corresponding code from `references/api_reference.md`. | User Request | Data Category | Primary Method | |---|---|---| | Stock price, quote | Current price | `ticker.info` or `ticker.fast_info` | | Price history, chart data | Historical OHLCV | `ticker.history()` or `yf.download()` | | Balance sheet | Financial statements | `ticker.balance_sheet` | | Income statement, revenue | Financial statements | `ticker.income_stmt` | | Cash flow | Financial statements | `ticker.cashflow` | | Dividends | Corporate actions | `ticker.dividends` | | Stock splits | Corporate actions | `ticker.splits` | | Options chain, calls, puts | Options data | `ticker.option_chain()` | | Earnings, EPS | Analysis | `ticker.earnings_history` | | Analyst price targets | Analysis | `ticker.analyst_price_targets` | | Recommendations, ratings | Analysis | `ticker.recommendations` | | Upgrades/downgrades | Analysis | `ticker.upgrades_downgrades` | | Institutional holders | Ownership | `ticker.institutional_holders` | | Insider transactions | Ownership | `ticker.insider_transactions` | | Company overview, sector | General info | `ticker.info` | | Compare multiple stocks | Bulk download | `yf.download()` | | Screen/filter stocks | Screener | `yf.screen()` + `yf.EquityQuery` | | Sector/industry data | Market data | `yf.Sector` / `yf.Industry` | | News | News | `ticker.news` | --- ## Step 3: Write and Execute the Code ### General pattern ```python import yfinance as yf ticker = yf.Ticker("AAPL") # ... use the appropriate method from the reference ``` ### Key rules 1. **Always wrap in try/except** — Yahoo Finance may rate-limit or return empty data 2. **Use `yf.download()` for multi-ticker comparisons** — it's faster with multi-threading 3. **For options, list expiration dates first** with `ticker.options` before calling `ticker.option_chain(date)` 4. **For quarterly data**, use `quarterly_` prefix: `ticker.quarterly_income_stmt`, `ticker.quarterly_balance_sheet`, `ticker.quarterly_cashflow` 5. **For large date ranges**, be mindful of intraday limits — 1m data only goes back ~7 days, 1h data ~730 days 6. **Print DataFrames clearly** — use `.to_string()` or `.to_markdown()` for readability, or select key columns 7. **Timezone handling** — yfinance returns tz-aware datetime indices (e.g., `America/New_York`). When comparing dates, always use `pd.Timestamp(..., tz=...)` or strip timezones with `.tz_localize(None)`. See the reference file for details. ### Valid periods and intervals | Periods | `1d`, `5d`, `1mo`, `3mo`, `6mo`, `1y`, `2y`, `5y`, `10y`, `ytd`, `max` | |---|---| | **Intervals** | `1m`, `2m`, `5m`, `15m`, `30m`, `60m`, `90m`, `1h`, `1d`, `5d`, `1wk`, `1mo`, `3mo` | --- ## Step 4: Present the Data Answer with the numbers the user asked for first, then the supporting table (markdown, or a trimmed DataFrame with the key columns). Call out anything notable in the data — an earnings beat or miss, unusual volume, a dividend change — and add context such as sector averages, historical ranges, or analyst consensus where it changes how the numbers read. If the user wants a chart, pair the data with a visualization. --- ## Reference Files - `references/api_reference.md` — Complete yfinance API reference with code examples for every data category Read the reference file when you need exact method signatures or edge case handling.