defeatbeta/yahoo-finance-data

The Financial data from Yahoo!

*** Key Points to Note *** All financial data is sourced from Yahoo!Ⓡ Finance, Nasdaq!Ⓡ, and the U.S. Department of the Treasury via publicly available APIs, and is intended for research and educational purposes. I will update the data regularly, and you are welcome to follow this project and use the data. Each time the data is updated, I will record the update time in spec.json.

Data Usage Instructions

Use DuckDB or Python API or Claude AI or Manus AI to Access Data

All datasets are publicly accessible and stored in Parquet format.

When using AI, you can also use skills for enhanced data analysis capabilities.

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Datasets Overview

1. stock_profile

   • Source: https://finance.yahoo.com/quote/{$symbol}/profile/
   • Description: Contains company details such as address, industry, and employee count.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     address	VARCHAR	Company address
     city	VARCHAR	City
     country	VARCHAR	Country
     phone	VARCHAR	Phone number
     zip	VARCHAR	Zip code
     industry	VARCHAR	Industry type
     sector	VARCHAR	Business sector
     long_business_summary	VARCHAR	Business summary
     full_time_employees	INTEGER	Number of full-time staff
     report_date	VARCHAR	Data reporting date

2. stock_officers

   • Source: https://finance.yahoo.com/quote/{$symbol}/profile/
   • Description: Lists company executives, including their pay and title.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     name	VARCHAR	Executive's name
     title	VARCHAR	Executive's job title
     age	INTEGER	Executive's age
     born	INTEGER	Year of birth
     pay	INTEGER	Wage (USD)
     exercised	INTEGER	Stock options exercised
     unexercised	INTEGER	Unexercised stock options

3. stock_tailing_eps

   • Source: https://ycharts.com/companies/${symbol}/eps_ttm
   • Description: Provides financial metrics such as Trailing earnings per share (TTM EPS).
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     tailing_eps	DECIMAL(38,2)	Trailing EPS
     update_time	VARCHAR	Last update time

4. stock_earning_calendar

   • Source: https://www.nasdaq.com/market-activity/earnings
   • Description: Contains information about companies' earnings reports, including their ticker symbols, reporting dates, names, and fiscal quarter end dates.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     name	VARCHAR	Company Simple Name
     fiscal_quarter_ending	VARCHAR	Fiscal quarter end date

5. stock_statement

   • Source: https://finance.yahoo.com/quote/${symbol}/financials/
   • Description: Contains financial statement details of companies, including ticker symbols, reporting dates, specific financial items, their values, and related statement types and periods.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     item_name	VARCHAR	Name of the financial statement item
     item_value	DECIMAL(38,2)	Value of the financial statement item
     finance_type	VARCHAR	Type of financial statement (e.g., balance_sheet, income_statement, cash_flow)
     period_type	VARCHAR	Reporting period type (e. g., annual, quarterly)

6. stock_prices

   • Source: https://finance.yahoo.com/quote/${symbol}/chart
   • Description: Contains historical stock market data, including ticker symbols, reporting dates, and key trading metrics such as open, close, high, low prices, and trading volume.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Trading date
     open	DECIMAL(38,2)	Opening price of the stock
     close	DECIMAL(38,2)	Closing price of the stock
     high	DECIMAL(38,2)	Highest price
     low	DECIMAL(38,2)	Lowest price
     volume	BIGINT	Number of shares traded

7. stock_dividend_events

   • Source: https://finance.yahoo.com/quote/${symbol}/chart
   • Description: Contains dividend data, including stock tickers, reporting dates, and dividend values.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     amount	DECIMAL(38,2)	Financial amount (e.g., dividend, interest)

8. stock_split_events

   • Source: https://finance.yahoo.com/quote/${symbol}/chart
   • Description: Contains data about stock splits, including the stock ticker, reporting date, and the split factor.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     split_factor	VARCHAR	The factor by which shares are split

9. exchange_rate

   • Source: https://finance.yahoo.com/quote/${symbol}/chart
   • Description: Contains currency exchange data for a report date, including opening, closing, highest, and lowest prices.
   • Columns:

     Column Name	Column Type	Description
     symbol	VARCHAR	Stock ticker symbol
     report_date	VARCHAR	Reporting date
     open	DECIMAL(38,2)	Opening price
     close	DECIMAL(38,2)	Closing price
     high	DECIMAL(38,2)	Highest price during the day
     low	DECIMAL(38,2)	Lowest price during the day

10. daily_treasury_yield

    • Source: https://home.treasury.gov/
    • Description: Contains data related to daily treasury yield values for different time periods (monthly and yearly).
    • Columns:

      Column Name	Column Type	Description
      report_date	VARCHAR	Reporting date
      bc1_month	DECIMAL(38,2)	Treasury yield for 1 month
      bc2_month	DECIMAL(38,2)	Treasury yield for 2 months
      bc3_month	DECIMAL(38,2)	Treasury yield for 3 months
      bc6_month	DECIMAL(38,2)	Treasury yield for 6 months
      bc1_year	DECIMAL(38,2)	Treasury yield for 1 year
      bc2_year	DECIMAL(38,2)	Treasury yield for 2 years
      bc3_year	DECIMAL(38,2)	Treasury yield for 3 years
      bc5_year	DECIMAL(38,2)	Treasury yield for 5 years
      bc7_year	DECIMAL(38,2)	Treasury yield for 7 years
      bc10_year	DECIMAL(38,2)	Treasury yield for 10 years
      bc30_year	DECIMAL(38,2)	Treasury yield for 30 years

11. stock_earning_call_transcripts

    • Source: https://finance.yahoo.com/quote/{symbol}/earnings-calls/
    • Description: Contains verbatim transcripts of quarterly earnings calls for publicly traded companies, including speaker information and content segmentation.
    • Columns:

      Column Name	Data Type	Description
      symbol	VARCHAR	The stock ticker symbol of the company
      fiscal_year	INTEGER	The fiscal year of the earnings call
      fiscal_quarter	INTEGER	The fiscal quarter (1-4) of the earnings call
      report_date	VARCHAR	The date when the earnings call was reported (format may vary)
      transcripts	STRUCT<paragraph_number: INTEGER, speaker: VARCHAR, content: VARCHAR>[]	Array of structured transcript segments: paragraph_number: Sequential numbering of transcript paragraphs, speaker: Name and/or title of the speaker,content: The actual spoken content/text
      transcripts_id	INTEGER	Unique identifier for the transcript record

12. stock_news

    • Source: https://news.yahoo.com/
    • Description: Stores information about financial research reports or news articles, including metadata and content details
    • Columns:

      Column Name	Data Type	Description
      uuid	VARCHAR	Unique identifier for the report/article (nullable)
      related_symbols	VARCHAR[]	Array of stock symbols or financial instruments related to the content
      title	VARCHAR	Title of the report/article (nullable)
      publisher	VARCHAR	Organization or entity that published the report (nullable)
      report_date	VARCHAR	Date when the report was published (stored as string, nullable)
      type	VARCHAR	Classification or category of the report/article (nullable)
      link	VARCHAR	URL or reference link to the original content (nullable)
      news	STRUCT<paragraph_number: INTEGER, highlight: VARCHAR, paragraph: VARCHAR>[]	Array of structured paragraphs containing content with numbering, highlights, and text (nullable)

13. stock_revenue_breakdown

    • Source:
      • https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-segment/
      • https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-product-group/
      • https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-geography/
    • Description: Stores information about revenue by segment and revenue by geography
    • Columns:

      Column Name	Data Type	Description
      symbol	VARCHAR	The stock symbol or company identifier
      breakdown_type	VARCHAR	Type of financial breakdown (e.g., segment, geography, product)
      report_date	VARCHAR	Date when the financial report was issued (format may vary)
      item_name	VARCHAR	Name of the specific financial line item being reported
      item_value	DECIMAL(38,2)	Numerical value of the financial item, with 2 decimal places precision

14. stock_shares_outstanding

    • Source: https://ycharts.com/companies/${symbol}/shares_outstanding
    • Description: Provides Shares Outstanding.
    • Columns:

      Column Name	Column Type	Description
      symbol	VARCHAR	Stock ticker symbol
      report_date	VARCHAR	Reporting date
      shares_outstanding	Long	Shares Outstanding

15. stock_sec_filing

    • Source: https://www.sec.gov/cgi-bin/browse-edgar
    • Description: Contains SEC (U.S. Securities and Exchange Commission) filing records for publicly traded companies. Supported form types include:
      • US Domestic Company Forms:
        • 10-K, 10-K/A - Annual report
        • 10-Q, 10-Q/A - Quarterly report
        • 8-K, 8-K/A - Current report (material events)
        • DEF 14A, DEFA14A - Proxy statement (shareholder meetings, executive compensation)
      • Insider Trading Forms:
        • 3, 3/A - Initial beneficial ownership
        • 4, 4/A - Changes in beneficial ownership
        • 5, 5/A - Annual beneficial ownership
        • 144, 144/A - Notice of proposed sale of securities
      • Institutional Holdings:
        • 13F-HR, 13F-HR/A - Institutional holdings report (quarterly)
        • SC 13G, SC 13G/A - Passive investor holdings (>5%)
        • SC 13D, SC 13D/A - Active investor holdings (>5%, may influence company)
      • Foreign Private Issuer Forms (e.g., BABA, PDD, JD):
        • 20-F, 20-F/A - Annual report
        • 6-K, 6-K/A - Current report (quarterly + material events)
      • Canadian Company Forms (e.g., SHOP, TD, RY):
        • 40-F, 40-F/A - Annual report
      • ETF/Investment Company Forms (e.g., SPY, QQQ, VOO):
        • N-CSR, N-CSR/A - Annual/Semi-annual shareholder report
        • N-CSRS, N-CSRS/A - Semi-annual shareholder report
        • N-30D, N-30D/A - Shareholder report (legacy format)
        • NPORT-P - Monthly portfolio holdings
        • N-CEN - Annual report (fund operations)
        • N-Q, N-Q/A - Quarterly portfolio (discontinued, historical data exists)
    • Columns:

      Column Name	Column Type	Description
      cik	VARCHAR	Central Index Key - unique SEC identifier for the filer
      symbol	VARCHAR	Stock ticker symbol
      company_name	VARCHAR	Official company name as registered with SEC
      form_type	VARCHAR	SEC form type (e.g., 10-K, 10-Q, 8-K, 4, SC 13G)
      form_type_description	VARCHAR	Human-readable description of the form type
      accession_number	VARCHAR	Unique identifier for the filing
      filing_date	VARCHAR	Date when the filing was submitted to SEC
      report_date	VARCHAR	Period end date covered by the filing (if applicable)
      acceptance_date_time	VARCHAR	Timestamp when SEC accepted the filing
      filing_url	VARCHAR	Direct URL to the filing on SEC EDGAR

Querying Datasets

Use the following SQL queries in DuckDB to retrieve data for a specific stock (e.g., TSLA):

1. stock_profile

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_profile.parquet' 
   WHERE symbol='TSLA';
   

2. stock_officers

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_officers.parquet' 
   WHERE symbol='TSLA';
   

3. stock_tailing_eps

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_tailing_eps.parquet' 
   WHERE symbol='TSLA';
   

4. stock_earning_calendar

   SELECT * FROM
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_calendar.parquet'
   WHERE symbol='TSLA';
   

5. stock_statement

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_statement.parquet' 
   WHERE symbol='TSLA' and finance_type='income_statement'
   

6. stock_prices

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_prices.parquet' 
   WHERE symbol='TSLA'
   

7. stock_dividend_events

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_dividend_events.parquet' 
   WHERE symbol='TSLA'
   

8. stock_split_events

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_split_events.parquet' 
   WHERE symbol='TSLA'
   

9. exchange_rate

   SELECT * FROM 
       'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/exchange_rate.parquet' 
   WHERE symbol='EUR=X'
   

10. daily_treasury_yield

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/daily_treasury_yield.parquet'
    

11. stock_earning_call_transcripts

    SELECT symbol,
        fiscal_year,
        fiscal_quarter,
        report_date,
        unnest(transcripts).paragraph_number,
        unnest(transcripts).speaker,
        unnest(transcripts).content 
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_call_transcripts.parquet' 
    WHERE symbol='TSLA' AND fiscal_year=2024 AND fiscal_quarter=4;
    

12. stock_news

    SELECT related_symbols, 
        uuid, 
        title, 
        publisher, 
        report_date, 
        type, 
        link, 
        unnest(news).paragraph_number, 
        unnest(news).highlight, 
        unnest(news).paragraph 
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_news.parquet' 
    WHERE uuid='00094540-141e-3893-a5ca-beb26abc150f';
    

13. stock_revenue_breakdown

    SELECT *
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_revenue_breakdown.parquet'
    WHERE symbol='TSLA';
    

14. stock_shares_outstanding

SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_shares_outstanding.parquet'
WHERE symbol='TSLA';

15. stock_sec_filing

SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_sec_filing.parquet'
WHERE symbol='TSLA' AND form_type='10-K';