yfinance-data

yfinance Data Skill

Fetches financial and market data from Yahoo Finance using the yfinance Python library.

Important: yfinance is not affiliated with Yahoo, Inc. Data is for research and educational purposes.

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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:

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.

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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

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Step 3: Write and Execute the Code

General pattern

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

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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.

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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.