finance▌

Financial data terminal powered by Yahoo Finance. All commands via the yf script.

Personal finance analysis, spending tracking, and budget recommendations from transaction data. \n \n Extracts transactions from PDFs, CSVs, and JSON files; processes and categorizes financial data automatically \n Generates interactive HTML reports with pie charts (spending by category) and bar charts (income vs. expenses over time) \n Calculates key metrics including savings rate, daily averages, top expenses, and category breakdowns with benchmark comparisons \n Provides personalized budget r

Expert guidance for financial systems, FinTech applications, banking platforms, and payment processing. \n \n Covers payment gateway integration (Stripe), open banking APIs (Plaid), and core banking concepts including PCI-DSS, SOX, and Basel III compliance \n Includes practical code examples for payment processing, refunds, webhook handling, and bank account/transaction retrieval \n Provides financial calculation utilities for compound interest, loan amortization, NPV, and ROI with proper Decima

Access 220+ Chinese financial market data APIs covering stocks, indices, funds, futures, and macroeconomic indicators. \n \n Supports A-shares, Hong Kong stocks, US stocks, funds, futures, bonds, and macro data (GDP, CPI) through Tushare Pro \n Requires Tushare Token configuration via environment variable; Python dependencies include tushare and pandas \n Data returned as pandas DataFrames with standardized date format (YYYYMMDD) and stock code format (ts_code) \n Organized interface documentati

Search the full body text of SEC EDGAR filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 13F, 13D/G, Form 4, etc., 2001-present) via the public efts.sec.gov JSON API, with filters for form type, filer (CIK or name), filer location, SIC code, and date range. Returns structured filing metadata plus canonical filing-index and document URLs.

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Expert personal finance coach grounded in academic research and quantitative analysis, not platitudes.

Production-ready financial analysis skill for strategic decision-making.

Fetch stock prices, quotes, fundamentals, earnings, options, and analyst ratings from Yahoo Finance without API keys. \n \n Supports 10+ command categories including price quotes, fundamentals, earnings dates, dividends, analyst ratings, options chains, and historical data \n Works with US stocks, Indian NSE/BSE symbols, cryptocurrencies, forex pairs, and ETFs \n Requires Python 3.11+ and uv package manager; dependencies auto-install on first run via PEP 723 inline script metadata \n Includes sy

Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.