Duplicate from defeatbeta/yahoo-finance-data
Browse filesCo-authored-by: zxh2010 <zxh2010@users.noreply.huggingface.co>
- .gitattributes +59 -0
- .gitignore +5 -0
- README.md +551 -0
- data/company_tickers.json +0 -0
- data/daily_treasury_yield.parquet +3 -0
- data/exchange_rate.parquet +3 -0
- data/stock_dividend_events.parquet +3 -0
- data/stock_earning_calendar.parquet +3 -0
- data/stock_earning_call_transcripts.parquet +3 -0
- data/stock_earning_estimates.parquet +3 -0
- data/stock_historical_eps.parquet +3 -0
- data/stock_news.parquet +3 -0
- data/stock_officers.parquet +3 -0
- data/stock_prices.parquet +3 -0
- data/stock_profile.parquet +3 -0
- data/stock_revenue_breakdown.parquet +3 -0
- data/stock_revenue_estimates.parquet +3 -0
- data/stock_sec_filing.parquet +3 -0
- data/stock_shares_outstanding.parquet +3 -0
- data/stock_split_events.parquet +3 -0
- data/stock_statement.parquet +3 -0
- data/stock_summary.parquet +3 -0
- data/stock_tailing_eps.parquet +3 -0
- spec.json +3 -0
.gitattributes
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saved_model/**/* filter=lfs diff=lfs merge=lfs -text
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# Audio files - uncompressed
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.gitignore
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*.crc
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.idea/.gitignore
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*.py
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split/*
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README.md
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| 1 |
+
---
|
| 2 |
+
license: odc-by
|
| 3 |
+
viewer: false
|
| 4 |
+
language:
|
| 5 |
+
- en
|
| 6 |
+
size_categories:
|
| 7 |
+
- 100M<n<1B
|
| 8 |
+
tags:
|
| 9 |
+
- earnings-call-transcripts
|
| 10 |
+
- market-data
|
| 11 |
+
- stock-data
|
| 12 |
+
- finance-data
|
| 13 |
+
- finance
|
| 14 |
+
- stock-news
|
| 15 |
+
- yahoo-news
|
| 16 |
+
dataset_info:
|
| 17 |
+
- config_name: stock_earning_calendar
|
| 18 |
+
features:
|
| 19 |
+
- name: symbol
|
| 20 |
+
dtype: string
|
| 21 |
+
- name: report_date
|
| 22 |
+
dtype: string
|
| 23 |
+
- name: time
|
| 24 |
+
dtype: string
|
| 25 |
+
- name: name
|
| 26 |
+
dtype: string
|
| 27 |
+
- name: fiscal_quarter_ending
|
| 28 |
+
dtype: string
|
| 29 |
+
splits:
|
| 30 |
+
- name: train
|
| 31 |
+
num_bytes: 3441492
|
| 32 |
+
num_examples: 41692
|
| 33 |
+
- name: test
|
| 34 |
+
num_bytes: 860373
|
| 35 |
+
num_examples: 10423
|
| 36 |
+
download_size: 466771
|
| 37 |
+
dataset_size: 4301865
|
| 38 |
+
- config_name: stock_tailing_eps
|
| 39 |
+
features:
|
| 40 |
+
- name: symbol
|
| 41 |
+
dtype: string
|
| 42 |
+
- name: report_date
|
| 43 |
+
dtype: string
|
| 44 |
+
- name: tailing_eps
|
| 45 |
+
dtype: decimal128(38, 2)
|
| 46 |
+
- name: eps
|
| 47 |
+
dtype: decimal128(38, 2)
|
| 48 |
+
- name: update_time
|
| 49 |
+
dtype: string
|
| 50 |
+
splits:
|
| 51 |
+
- name: train
|
| 52 |
+
num_bytes: 14435904
|
| 53 |
+
num_examples: 212944
|
| 54 |
+
- name: test
|
| 55 |
+
num_bytes: 3609044
|
| 56 |
+
num_examples: 53237
|
| 57 |
+
download_size: 1872135
|
| 58 |
+
dataset_size: 18044948
|
| 59 |
+
configs:
|
| 60 |
+
- config_name: stock_earning_calendar
|
| 61 |
+
data_files:
|
| 62 |
+
- split: train
|
| 63 |
+
path: stock_earning_calendar/train-*
|
| 64 |
+
- split: test
|
| 65 |
+
path: stock_earning_calendar/test-*
|
| 66 |
+
- config_name: stock_tailing_eps
|
| 67 |
+
data_files:
|
| 68 |
+
- split: train
|
| 69 |
+
path: stock_tailing_eps/train-*
|
| 70 |
+
- split: test
|
| 71 |
+
path: stock_tailing_eps/test-*
|
| 72 |
+
---
|
| 73 |
+
# The Financial data from Yahoo!
|
| 74 |
+
|
| 75 |
+
<table border=1 cellpadding=10><tr><td>
|
| 76 |
+
|
| 77 |
+
### \*\*\* Key Points to Note \*\*\*
|
| 78 |
+
|
| 79 |
+
---
|
| 80 |
+
|
| 81 |
+
**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.**
|
| 82 |
+
|
| 83 |
+
I will update the data regularly, and you are welcome to follow this project and use the data.
|
| 84 |
+
|
| 85 |
+
Each time the data is updated, I will record the update time in [spec.json](https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/blob/main/spec.json).
|
| 86 |
+
|
| 87 |
+
</td></tr></table>
|
| 88 |
+
|
| 89 |
+
### Data Usage Instructions
|
| 90 |
+
|
| 91 |
+
Use [DuckDB](https://shell.duckdb.org/) or [Python API](https://github.com/defeat-beta/defeatbeta-api/) or [Claude AI](https://github.com/defeat-beta/defeatbeta-api/tree/main/mcp#use-in-claude-desktop) or [Manus AI](https://github.com/defeat-beta/defeatbeta-api/tree/main/mcp#use-in-manus) to Access Data
|
| 92 |
+
|
| 93 |
+
All datasets are publicly accessible and stored in Parquet format.
|
| 94 |
+
|
| 95 |
+
When using AI, you can also use [skills](https://github.com/defeat-beta/defeatbeta-api/tree/main/skills) for enhanced data analysis capabilities.
|
| 96 |
+
|
| 97 |
+
---
|
| 98 |
+
|
| 99 |
+
#### Datasets Overview
|
| 100 |
+
|
| 101 |
+
1. **stock_profile**
|
| 102 |
+
- **Source:** `https://finance.yahoo.com/quote/{$symbol}/profile/`
|
| 103 |
+
- **Description:** Contains company details such as address, industry, and employee count.
|
| 104 |
+
- **Columns:**
|
| 105 |
+
| Column Name | Column Type | Description |
|
| 106 |
+
|-----------------------|-------------|----------------------------|
|
| 107 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 108 |
+
| address | VARCHAR | Company address |
|
| 109 |
+
| city | VARCHAR | City |
|
| 110 |
+
| country | VARCHAR | Country |
|
| 111 |
+
| phone | VARCHAR | Phone number |
|
| 112 |
+
| zip | VARCHAR | Zip code |
|
| 113 |
+
| industry | VARCHAR | Industry type |
|
| 114 |
+
| sector | VARCHAR | Business sector |
|
| 115 |
+
| long_business_summary | VARCHAR | Business summary |
|
| 116 |
+
| full_time_employees | INTEGER | Number of full-time staff |
|
| 117 |
+
| report_date | VARCHAR | Data reporting date |
|
| 118 |
+
|
| 119 |
+
2. **stock_officers**
|
| 120 |
+
- **Source:** `https://finance.yahoo.com/quote/{$symbol}/profile/`
|
| 121 |
+
- **Description:** Lists company executives, including their pay and title.
|
| 122 |
+
- **Columns:**
|
| 123 |
+
| Column Name | Column Type | Description |
|
| 124 |
+
|--------------|-------------|--------------------------|
|
| 125 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 126 |
+
| name | VARCHAR | Executive's name |
|
| 127 |
+
| title | VARCHAR | Executive's job title |
|
| 128 |
+
| age | INTEGER | Executive's age |
|
| 129 |
+
| born | INTEGER | Year of birth |
|
| 130 |
+
| pay | INTEGER | Wage (USD) |
|
| 131 |
+
| exercised | INTEGER | Stock options exercised |
|
| 132 |
+
| unexercised | INTEGER | Unexercised stock options|
|
| 133 |
+
|
| 134 |
+
3. **stock_summary**
|
| 135 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/key-statistics/`
|
| 136 |
+
- **Description:** Provides financial metrics such as market cap, P/E ratios, and EPS.
|
| 137 |
+
- **Columns:**
|
| 138 |
+
| Column Name | Column Type | Description |
|
| 139 |
+
|-----------------------|-----------------|---------------------------------|
|
| 140 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 141 |
+
| market_cap | DECIMAL(38,2) | Market capitalization (USD) |
|
| 142 |
+
| enterprise_value | DECIMAL(38,2) | Enterprise value (USD) |
|
| 143 |
+
| shares_outstanding | DECIMAL(38,2) | Number of outstanding shares |
|
| 144 |
+
| beta | DECIMAL(38,2) | Beta value |
|
| 145 |
+
| trailing_pe | DECIMAL(38,2) | Trailing price-to-earnings |
|
| 146 |
+
| forward_pe | DECIMAL(38,2) | Forward price-to-earnings |
|
| 147 |
+
| tailing_eps | DECIMAL(38,2) | Trailing EPS |
|
| 148 |
+
| forward_eps | DECIMAL(38,2) | Forward EPS |
|
| 149 |
+
| enterprise_to_ebitda | DECIMAL(38,2) | EV/EBITDA |
|
| 150 |
+
| enterprise_to_revenue | DECIMAL(38,2) | EV/Revenue |
|
| 151 |
+
| peg_ratio | DECIMAL(38,2) | PEG ratio |
|
| 152 |
+
| currency | VARCHAR | Currency (e.g., USD) |
|
| 153 |
+
|
| 154 |
+
4. **stock_tailing_eps**
|
| 155 |
+
- **Source:** `https://ycharts.com/companies/${symbol}/eps_ttm`
|
| 156 |
+
- **Description:** Provides financial metrics such as Trailing earnings per share (TTM EPS).
|
| 157 |
+
- **Columns:**
|
| 158 |
+
| Column Name | Column Type | Description |
|
| 159 |
+
|--------------|-----------------|--------------------------|
|
| 160 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 161 |
+
| report_date | VARCHAR | Reporting date |
|
| 162 |
+
| tailing_eps | DECIMAL(38,2) | Trailing EPS |
|
| 163 |
+
| update_time | VARCHAR | Last update time |
|
| 164 |
+
|
| 165 |
+
5. **stock_earning_calendar**
|
| 166 |
+
- **Source:** `https://www.nasdaq.com/market-activity/earnings`
|
| 167 |
+
- **Description:** Contains information about companies' earnings reports, including their ticker symbols, reporting dates, names, and fiscal quarter end dates.
|
| 168 |
+
- **Columns:**
|
| 169 |
+
| Column Name | Column Type | Description |
|
| 170 |
+
|-----------------------|-------------|----------------------------------|
|
| 171 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 172 |
+
| report_date | VARCHAR | Reporting date |
|
| 173 |
+
| name | VARCHAR | Company Simple Name |
|
| 174 |
+
| fiscal_quarter_ending | VARCHAR | Fiscal quarter end date |
|
| 175 |
+
|
| 176 |
+
6. **stock_revenue_estimates**
|
| 177 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/analysis/#Revenue Estimate`
|
| 178 |
+
- **Description:** Contains revenue estimates for publicly traded companies, including analyst consensus estimates, high/low estimates, growth projections, and historical comparisons. The data is sourced from Yahoo Finance and provides insights into market expectations for company revenue performance.
|
| 179 |
+
- **Columns:**
|
| 180 |
+
| Column Name | Data Type | Description |
|
| 181 |
+
|----------------------------------|----------------|-------------|
|
| 182 |
+
| `symbol` | VARCHAR | Stock ticker symbol of the company |
|
| 183 |
+
| `report_date` | VARCHAR | Date when the revenue estimate was reported (format may vary) |
|
| 184 |
+
| `estimate_revenue_growth` | DECIMAL(38,2) | Percentage growth expected in revenue compared to previous period |
|
| 185 |
+
| `number_of_analysts` | INTEGER | Count of analysts contributing to the estimates |
|
| 186 |
+
| `estimate_avg_revenue` | DECIMAL(38,2) | Mean revenue estimate from all analysts (in original currency) |
|
| 187 |
+
| `estimate_high_revenue` | DECIMAL(38,2) | Highest revenue estimate among analysts |
|
| 188 |
+
| `estimate_low_revenue` | DECIMAL(38,2) | Lowest revenue estimate among analysts |
|
| 189 |
+
| `year_ago_estimate_avg_revenue` | DECIMAL(38,2) | Average revenue estimate from the same period in the previous year (for comparison) |
|
| 190 |
+
| `period_type` | VARCHAR | Time period the estimate covers (e.g., "quarterly", "annual") |
|
| 191 |
+
| `currency` | VARCHAR | Currency in which the revenue amounts are denominated (e.g., "USD") |
|
| 192 |
+
|
| 193 |
+
7. **stock_earning_estimates**
|
| 194 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/analysis/#Earnings Estimate`
|
| 195 |
+
- **Description:** Contains analyst estimates for Earnings Per Share (EPS) of publicly traded companies, including consensus estimates, high/low ranges, growth projections, and historical estimate comparisons. The data tracks how EPS expectations evolve over time (7/30/60/90 days ago comparisons).
|
| 196 |
+
- **Columns:**
|
| 197 |
+
| Column Name | Data Type | Description |
|
| 198 |
+
|--------------------------------------|----------------|-------------|
|
| 199 |
+
| `symbol` | VARCHAR | Stock ticker symbol (e.g. "AAPL") |
|
| 200 |
+
| `report_date` | VARCHAR | Date when the EPS estimate was published |
|
| 201 |
+
| `estimate_eps_growth` | DECIMAL(38,2) | Expected EPS growth percentage (e.g. 0.15 = 15%) |
|
| 202 |
+
| `number_of_analysts` | INTEGER | Number of analysts contributing to estimates |
|
| 203 |
+
| `estimate_avg_eps` | DECIMAL(38,2) | Current consensus EPS estimate |
|
| 204 |
+
| `estimate_high_eps` | DECIMAL(38,2) | Most optimistic analyst EPS estimate |
|
| 205 |
+
| `estimate_low_eps` | DECIMAL(38,2) | Most conservative analyst EPS estimate |
|
| 206 |
+
| `seven_days_ago_estimate_avg_eps` | DECIMAL(38,2) | Consensus estimate from 7 days ago |
|
| 207 |
+
| `thirty_days_ago_estimate_avg_eps` | DECIMAL(38,2) | Consensus estimate from 30 days ago |
|
| 208 |
+
| `sixty_days_ago_estimate_avg_eps` | DECIMAL(38,2) | Consensus estimate from 60 days ago |
|
| 209 |
+
| `ninety_days_ago_estimate_avg_eps` | DECIMAL(38,2) | Consensus estimate from 90 days ago |
|
| 210 |
+
| `year_ago_estimate_avg_eps` | DECIMAL(38,2) | Consensus estimate from same period last year |
|
| 211 |
+
| `period_type` | VARCHAR | "quarterly" or "annual" EPS estimate |
|
| 212 |
+
| `currency` | VARCHAR | Currency of EPS values (e.g. "USD") |
|
| 213 |
+
|
| 214 |
+
8. **stock_historical_eps**
|
| 215 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/analysis/#Earnings History`
|
| 216 |
+
- **Description:** Contains details of companies' earnings performance, including their ticker symbols, actual and estimated EPS, surprise percentages, and corresponding fiscal quarters.
|
| 217 |
+
- **Columns:**
|
| 218 |
+
| Column Name | Column Type | Description |
|
| 219 |
+
|-------------------|-------------|--------------------------------------|
|
| 220 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 221 |
+
| eps_actual | VARCHAR | Actual earnings per share (EPS) |
|
| 222 |
+
| eps_estimate | VARCHAR | Estimated earnings per share (EPS) |
|
| 223 |
+
| surprise_percent | VARCHAR | Percentage difference from estimate |
|
| 224 |
+
| quarter_name | VARCHAR | Fiscal quarter name (e.g., 3Q2023) |
|
| 225 |
+
| quarter_date | VARCHAR | Fiscal quarter end date |
|
| 226 |
+
|
| 227 |
+
9. **stock_statement**
|
| 228 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/financials/`
|
| 229 |
+
- **Description:** Contains financial statement details of companies, including ticker symbols, reporting dates, specific financial items, their values, and related statement types and periods.
|
| 230 |
+
- **Columns:**
|
| 231 |
+
| Column Name | Column Type | Description |
|
| 232 |
+
|---------------|-----------------|-----------------------------------------------|
|
| 233 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 234 |
+
| report_date | VARCHAR | Reporting date |
|
| 235 |
+
| item_name | VARCHAR | Name of the financial statement item |
|
| 236 |
+
| item_value | DECIMAL(38,2) | Value of the financial statement item |
|
| 237 |
+
| finance_type | VARCHAR | Type of financial statement (e.g., balance_sheet, income_statement, cash_flow) |
|
| 238 |
+
| period_type | VARCHAR | Reporting period type (e. g., annual, quarterly) |
|
| 239 |
+
|
| 240 |
+
10. **stock_prices**
|
| 241 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
|
| 242 |
+
- **Description:** Contains historical stock market data, including ticker symbols, reporting dates, and key trading metrics such as open, close, high, low prices, and trading volume.
|
| 243 |
+
- **Columns:**
|
| 244 |
+
| Column Name | Column Type | Description |
|
| 245 |
+
|---------------|-----------------|-----------------------------------------|
|
| 246 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 247 |
+
| report_date | VARCHAR | Trading date |
|
| 248 |
+
| open | DECIMAL(38,2) | Opening price of the stock |
|
| 249 |
+
| close | DECIMAL(38,2) | Closing price of the stock |
|
| 250 |
+
| high | DECIMAL(38,2) | Highest price |
|
| 251 |
+
| low | DECIMAL(38,2) | Lowest price |
|
| 252 |
+
| volume | BIGINT | Number of shares traded |
|
| 253 |
+
|
| 254 |
+
11. **stock_dividend_events**
|
| 255 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
|
| 256 |
+
- **Description:** Contains dividend data, including stock tickers, reporting dates, and dividend values.
|
| 257 |
+
- **Columns:**
|
| 258 |
+
| Column Name | Column Type | Description |
|
| 259 |
+
|---------------|-----------------|-----------------------------------------|
|
| 260 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 261 |
+
| report_date | VARCHAR | Reporting date |
|
| 262 |
+
| amount | DECIMAL(38,2) | Financial amount (e.g., dividend, interest) |
|
| 263 |
+
|
| 264 |
+
12. **stock_split_events**
|
| 265 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
|
| 266 |
+
- **Description:** Contains data about stock splits, including the stock ticker, reporting date, and the split factor.
|
| 267 |
+
- **Columns:**
|
| 268 |
+
| Column Name | Column Type | Description |
|
| 269 |
+
|---------------|---------------|----------------------------------|
|
| 270 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 271 |
+
| report_date | VARCHAR | Reporting date |
|
| 272 |
+
| split_factor | VARCHAR | The factor by which shares are split |
|
| 273 |
+
|
| 274 |
+
13. **exchange_rate**
|
| 275 |
+
- **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
|
| 276 |
+
- **Description:** Contains currency exchange data for a report date, including opening, closing, highest, and lowest prices.
|
| 277 |
+
- **Columns:**
|
| 278 |
+
| Column Name | Column Type | Description |
|
| 279 |
+
|---------------|---------------|----------------------------------|
|
| 280 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 281 |
+
| report_date | VARCHAR | Reporting date |
|
| 282 |
+
| open | DECIMAL(38,2) | Opening price |
|
| 283 |
+
| close | DECIMAL(38,2) | Closing price |
|
| 284 |
+
| high | DECIMAL(38,2) | Highest price during the day |
|
| 285 |
+
| low | DECIMAL(38,2) | Lowest price during the day |
|
| 286 |
+
|
| 287 |
+
14. **daily_treasury_yield**
|
| 288 |
+
- **Source:** `https://home.treasury.gov/`
|
| 289 |
+
- **Description:** Contains data related to daily treasury yield values for different time periods (monthly and yearly).
|
| 290 |
+
- **Columns:**
|
| 291 |
+
| Column Name | Column Type | Description |
|
| 292 |
+
|---------------|---------------|------------------------------------|
|
| 293 |
+
| report_date | VARCHAR | Reporting date |
|
| 294 |
+
| bc1_month | DECIMAL(38,2) | Treasury yield for 1 month |
|
| 295 |
+
| bc2_month | DECIMAL(38,2) | Treasury yield for 2 months |
|
| 296 |
+
| bc3_month | DECIMAL(38,2) | Treasury yield for 3 months |
|
| 297 |
+
| bc6_month | DECIMAL(38,2) | Treasury yield for 6 months |
|
| 298 |
+
| bc1_year | DECIMAL(38,2) | Treasury yield for 1 year |
|
| 299 |
+
| bc2_year | DECIMAL(38,2) | Treasury yield for 2 years |
|
| 300 |
+
| bc3_year | DECIMAL(38,2) | Treasury yield for 3 years |
|
| 301 |
+
| bc5_year | DECIMAL(38,2) | Treasury yield for 5 years |
|
| 302 |
+
| bc7_year | DECIMAL(38,2) | Treasury yield for 7 years |
|
| 303 |
+
| bc10_year | DECIMAL(38,2) | Treasury yield for 10 years |
|
| 304 |
+
| bc30_year | DECIMAL(38,2) | Treasury yield for 30 years |
|
| 305 |
+
|
| 306 |
+
15. **stock_earning_call_transcripts**
|
| 307 |
+
- **Source:** `https://finance.yahoo.com/quote/{symbol}/earnings-calls/`
|
| 308 |
+
- **Description:** Contains verbatim transcripts of quarterly earnings calls for publicly traded companies, including speaker information and content segmentation.
|
| 309 |
+
- **Columns:**
|
| 310 |
+
| Column Name | Data Type | Description |
|
| 311 |
+
|-----------------|---------------------------------------------------------------|-----------------------------------------------------------------------------|
|
| 312 |
+
| symbol | VARCHAR | The stock ticker symbol of the company |
|
| 313 |
+
| fiscal_year | INTEGER | The fiscal year of the earnings call |
|
| 314 |
+
| fiscal_quarter | INTEGER | The fiscal quarter (1-4) of the earnings call |
|
| 315 |
+
| report_date | VARCHAR | The date when the earnings call was reported (format may vary) |
|
| 316 |
+
| 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 |
|
| 317 |
+
| transcripts_id | INTEGER | Unique identifier for the transcript record |
|
| 318 |
+
|
| 319 |
+
16. **stock_news**
|
| 320 |
+
- **Source:** `https://news.yahoo.com/`
|
| 321 |
+
- **Description:** Stores information about financial research reports or news articles, including metadata and content details
|
| 322 |
+
- **Columns:**
|
| 323 |
+
| Column Name | Data Type | Description |
|
| 324 |
+
|-----------------|---------------------------------------------------------------|-----------------------------------------------------------------------------|
|
| 325 |
+
| uuid | VARCHAR | Unique identifier for the report/article (nullable) |
|
| 326 |
+
| related_symbols | VARCHAR[] | Array of stock symbols or financial instruments related to the content |
|
| 327 |
+
| title | VARCHAR | Title of the report/article (nullable) |
|
| 328 |
+
| publisher | VARCHAR | Organization or entity that published the report (nullable) |
|
| 329 |
+
| report_date | VARCHAR | Date when the report was published (stored as string, nullable) |
|
| 330 |
+
| type | VARCHAR | Classification or category of the report/article (nullable) |
|
| 331 |
+
| link | VARCHAR | URL or reference link to the original content (nullable) |
|
| 332 |
+
| news | STRUCT<paragraph_number: INTEGER, highlight: VARCHAR, paragraph: VARCHAR>[] | Array of structured paragraphs containing content with numbering, highlights, and text (nullable) |
|
| 333 |
+
|
| 334 |
+
17. **stock_revenue_breakdown**
|
| 335 |
+
- **Source:**
|
| 336 |
+
- `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-segment/`
|
| 337 |
+
- `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-product-group/`
|
| 338 |
+
- `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-geography/`
|
| 339 |
+
- **Description:** Stores information about revenue by segment and revenue by geography
|
| 340 |
+
- **Columns:**
|
| 341 |
+
| Column Name | Data Type | Description |
|
| 342 |
+
|----------------|---------------|--------------------------------------------------------------------------|
|
| 343 |
+
| symbol | VARCHAR | The stock symbol or company identifier |
|
| 344 |
+
| breakdown_type | VARCHAR | Type of financial breakdown (e.g., segment, geography, product) |
|
| 345 |
+
| report_date | VARCHAR | Date when the financial report was issued (format may vary) |
|
| 346 |
+
| item_name | VARCHAR | Name of the specific financial line item being reported |
|
| 347 |
+
| item_value | DECIMAL(38,2) | Numerical value of the financial item, with 2 decimal places precision |
|
| 348 |
+
|
| 349 |
+
18. **stock_shares_outstanding**
|
| 350 |
+
- **Source:** `https://ycharts.com/companies/${symbol}/shares_outstanding`
|
| 351 |
+
- **Description:** Provides Shares Outstanding.
|
| 352 |
+
- **Columns:**
|
| 353 |
+
| Column Name | Column Type | Description |
|
| 354 |
+
|--------------|-----------------|--------------------------|
|
| 355 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 356 |
+
| report_date | VARCHAR | Reporting date |
|
| 357 |
+
| shares_outstanding | Long | Shares Outstanding |
|
| 358 |
+
|
| 359 |
+
19. **stock_sec_filing**
|
| 360 |
+
- **Source:** `https://www.sec.gov/cgi-bin/browse-edgar`
|
| 361 |
+
- **Description:** Contains SEC (U.S. Securities and Exchange Commission) filing records for publicly traded companies. Supported form types include:
|
| 362 |
+
- **US Domestic Company Forms:**
|
| 363 |
+
- `10-K`, `10-K/A` - Annual report
|
| 364 |
+
- `10-Q`, `10-Q/A` - Quarterly report
|
| 365 |
+
- `8-K`, `8-K/A` - Current report (material events)
|
| 366 |
+
- `DEF 14A`, `DEFA14A` - Proxy statement (shareholder meetings, executive compensation)
|
| 367 |
+
- **Insider Trading Forms:**
|
| 368 |
+
- `3`, `3/A` - Initial beneficial ownership
|
| 369 |
+
- `4`, `4/A` - Changes in beneficial ownership
|
| 370 |
+
- `5`, `5/A` - Annual beneficial ownership
|
| 371 |
+
- `144`, `144/A` - Notice of proposed sale of securities
|
| 372 |
+
- **Institutional Holdings:**
|
| 373 |
+
- `13F-HR`, `13F-HR/A` - Institutional holdings report (quarterly)
|
| 374 |
+
- `SC 13G`, `SC 13G/A` - Passive investor holdings (>5%)
|
| 375 |
+
- `SC 13D`, `SC 13D/A` - Active investor holdings (>5%, may influence company)
|
| 376 |
+
- **Foreign Private Issuer Forms** (e.g., BABA, PDD, JD):
|
| 377 |
+
- `20-F`, `20-F/A` - Annual report
|
| 378 |
+
- `6-K`, `6-K/A` - Current report (quarterly + material events)
|
| 379 |
+
- **Canadian Company Forms** (e.g., SHOP, TD, RY):
|
| 380 |
+
- `40-F`, `40-F/A` - Annual report
|
| 381 |
+
- **ETF/Investment Company Forms** (e.g., SPY, QQQ, VOO):
|
| 382 |
+
- `N-CSR`, `N-CSR/A` - Annual/Semi-annual shareholder report
|
| 383 |
+
- `N-CSRS`, `N-CSRS/A` - Semi-annual shareholder report
|
| 384 |
+
- `N-30D`, `N-30D/A` - Shareholder report (legacy format)
|
| 385 |
+
- `NPORT-P` - Monthly portfolio holdings
|
| 386 |
+
- `N-CEN` - Annual report (fund operations)
|
| 387 |
+
- `N-Q`, `N-Q/A` - Quarterly portfolio (discontinued, historical data exists)
|
| 388 |
+
- **Columns:**
|
| 389 |
+
| Column Name | Column Type | Description |
|
| 390 |
+
|------------------------|-------------|----------------------------------------------------------------|
|
| 391 |
+
| cik | VARCHAR | Central Index Key - unique SEC identifier for the filer |
|
| 392 |
+
| symbol | VARCHAR | Stock ticker symbol |
|
| 393 |
+
| company_name | VARCHAR | Official company name as registered with SEC |
|
| 394 |
+
| form_type | VARCHAR | SEC form type (e.g., 10-K, 10-Q, 8-K, 4, SC 13G) |
|
| 395 |
+
| form_type_description | VARCHAR | Human-readable description of the form type |
|
| 396 |
+
| accession_number | VARCHAR | Unique identifier for the filing |
|
| 397 |
+
| filing_date | VARCHAR | Date when the filing was submitted to SEC |
|
| 398 |
+
| report_date | VARCHAR | Period end date covered by the filing (if applicable) |
|
| 399 |
+
| acceptance_date_time | VARCHAR | Timestamp when SEC accepted the filing |
|
| 400 |
+
| filing_url | VARCHAR | Direct URL to the filing on SEC EDGAR |
|
| 401 |
+
|
| 402 |
+
#### Querying Datasets
|
| 403 |
+
|
| 404 |
+
Use the following SQL queries in [DuckDB](https://shell.duckdb.org/) to retrieve data for a specific stock (e.g., `TSLA`):
|
| 405 |
+
|
| 406 |
+
1. **stock_profile**
|
| 407 |
+
```sql
|
| 408 |
+
SELECT * FROM
|
| 409 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_profile.parquet'
|
| 410 |
+
WHERE symbol='TSLA';
|
| 411 |
+
```
|
| 412 |
+
|
| 413 |
+
2. **stock_officers**
|
| 414 |
+
```sql
|
| 415 |
+
SELECT * FROM
|
| 416 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_officers.parquet'
|
| 417 |
+
WHERE symbol='TSLA';
|
| 418 |
+
```
|
| 419 |
+
|
| 420 |
+
3. **stock_summary**
|
| 421 |
+
```sql
|
| 422 |
+
SELECT * FROM
|
| 423 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_summary.parquet'
|
| 424 |
+
WHERE symbol='TSLA';
|
| 425 |
+
```
|
| 426 |
+
|
| 427 |
+
4. **stock_tailing_eps**
|
| 428 |
+
```sql
|
| 429 |
+
SELECT * FROM
|
| 430 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_tailing_eps.parquet'
|
| 431 |
+
WHERE symbol='TSLA';
|
| 432 |
+
```
|
| 433 |
+
|
| 434 |
+
5. **stock_earning_calendar**
|
| 435 |
+
```sql
|
| 436 |
+
SELECT * FROM
|
| 437 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_calendar.parquet'
|
| 438 |
+
WHERE symbol='TSLA';
|
| 439 |
+
```
|
| 440 |
+
|
| 441 |
+
6. **stock_revenue_estimates**
|
| 442 |
+
```sql
|
| 443 |
+
SELECT * FROM
|
| 444 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_revenue_estimates.parquet'
|
| 445 |
+
WHERE symbol='TSLA';
|
| 446 |
+
```
|
| 447 |
+
|
| 448 |
+
7. **stock_earning_estimates**
|
| 449 |
+
```sql
|
| 450 |
+
SELECT * FROM
|
| 451 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_estimates.parquet'
|
| 452 |
+
WHERE symbol='TSLA';
|
| 453 |
+
```
|
| 454 |
+
|
| 455 |
+
8. **stock_historical_eps**
|
| 456 |
+
```sql
|
| 457 |
+
SELECT * FROM
|
| 458 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_historical_eps.parquet'
|
| 459 |
+
WHERE symbol='TSLA';
|
| 460 |
+
```
|
| 461 |
+
|
| 462 |
+
9. **stock_statement**
|
| 463 |
+
```sql
|
| 464 |
+
SELECT * FROM
|
| 465 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_statement.parquet'
|
| 466 |
+
WHERE symbol='TSLA' and finance_type='income_statement'
|
| 467 |
+
```
|
| 468 |
+
|
| 469 |
+
10. **stock_prices**
|
| 470 |
+
```sql
|
| 471 |
+
SELECT * FROM
|
| 472 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_prices.parquet'
|
| 473 |
+
WHERE symbol='TSLA'
|
| 474 |
+
```
|
| 475 |
+
|
| 476 |
+
11. **stock_dividend_events**
|
| 477 |
+
```sql
|
| 478 |
+
SELECT * FROM
|
| 479 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_dividend_events.parquet'
|
| 480 |
+
WHERE symbol='TSLA'
|
| 481 |
+
```
|
| 482 |
+
|
| 483 |
+
12. **stock_split_events**
|
| 484 |
+
```sql
|
| 485 |
+
SELECT * FROM
|
| 486 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_split_events.parquet'
|
| 487 |
+
WHERE symbol='TSLA'
|
| 488 |
+
```
|
| 489 |
+
|
| 490 |
+
13. **exchange_rate**
|
| 491 |
+
```sql
|
| 492 |
+
SELECT * FROM
|
| 493 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/exchange_rate.parquet'
|
| 494 |
+
WHERE symbol='EUR=X'
|
| 495 |
+
```
|
| 496 |
+
|
| 497 |
+
14. **daily_treasury_yield**
|
| 498 |
+
```sql
|
| 499 |
+
SELECT * FROM
|
| 500 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/daily_treasury_yield.parquet'
|
| 501 |
+
```
|
| 502 |
+
|
| 503 |
+
15. **stock_earning_call_transcripts**
|
| 504 |
+
```sql
|
| 505 |
+
SELECT symbol,
|
| 506 |
+
fiscal_year,
|
| 507 |
+
fiscal_quarter,
|
| 508 |
+
report_date,
|
| 509 |
+
unnest(transcripts).paragraph_number,
|
| 510 |
+
unnest(transcripts).speaker,
|
| 511 |
+
unnest(transcripts).content
|
| 512 |
+
FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_call_transcripts.parquet'
|
| 513 |
+
WHERE symbol='TSLA' AND fiscal_year=2024 AND fiscal_quarter=4;
|
| 514 |
+
```
|
| 515 |
+
|
| 516 |
+
16. **stock_news**
|
| 517 |
+
```sql
|
| 518 |
+
SELECT related_symbols,
|
| 519 |
+
uuid,
|
| 520 |
+
title,
|
| 521 |
+
publisher,
|
| 522 |
+
report_date,
|
| 523 |
+
type,
|
| 524 |
+
link,
|
| 525 |
+
unnest(news).paragraph_number,
|
| 526 |
+
unnest(news).highlight,
|
| 527 |
+
unnest(news).paragraph
|
| 528 |
+
FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_news.parquet'
|
| 529 |
+
WHERE uuid='00094540-141e-3893-a5ca-beb26abc150f';
|
| 530 |
+
```
|
| 531 |
+
|
| 532 |
+
17. **stock_revenue_breakdown**
|
| 533 |
+
```sql
|
| 534 |
+
SELECT *
|
| 535 |
+
FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_revenue_breakdown.parquet'
|
| 536 |
+
WHERE symbol='TSLA';
|
| 537 |
+
```
|
| 538 |
+
|
| 539 |
+
18. **stock_shares_outstanding**
|
| 540 |
+
```sql
|
| 541 |
+
SELECT * FROM
|
| 542 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_shares_outstanding.parquet'
|
| 543 |
+
WHERE symbol='TSLA';
|
| 544 |
+
```
|
| 545 |
+
|
| 546 |
+
19. **stock_sec_filing**
|
| 547 |
+
```sql
|
| 548 |
+
SELECT * FROM
|
| 549 |
+
'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_sec_filing.parquet'
|
| 550 |
+
WHERE symbol='TSLA' AND form_type='10-K';
|
| 551 |
+
```
|
data/company_tickers.json
ADDED
|
The diff for this file is too large to render.
See raw diff
|
|
|
data/daily_treasury_yield.parquet
ADDED
|
@@ -0,0 +1,3 @@
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ADDED
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|
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data/stock_dividend_events.parquet
ADDED
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|
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data/stock_earning_call_transcripts.parquet
ADDED
|
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|
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data/stock_historical_eps.parquet
ADDED
|
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|
|
|
|
|
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|
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ADDED
|
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|
|
|
|
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|
|
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|
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|
data/stock_officers.parquet
ADDED
|
@@ -0,0 +1,3 @@
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|
|
|
|
|
|
|
|
|
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|
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|
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ADDED
|
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|
|
|
|
|
|
|
|
|
|
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|
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|
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|
data/stock_profile.parquet
ADDED
|
@@ -0,0 +1,3 @@
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|
|
|
|
|
|
|
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|
|
|
|
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version https://git-lfs.github.com/spec/v1
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|
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size 2533274
|
data/stock_revenue_breakdown.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
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data/stock_revenue_estimates.parquet
ADDED
|
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|
|
|
|
|
|
|
|
|
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|
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version https://git-lfs.github.com/spec/v1
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size 672646
|
data/stock_sec_filing.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
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version https://git-lfs.github.com/spec/v1
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|
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size 111457983
|
data/stock_shares_outstanding.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
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|
| 3 |
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size 3915715
|
data/stock_split_events.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
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oid sha256:72cb3fa2d6663de3059e2053e801727ca597eeec76ab07d667bdf7d7183534e0
|
| 3 |
+
size 59704
|
data/stock_statement.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
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| 2 |
+
oid sha256:5365577e2bb3bfc907ccb36561bc8af4458bedcff4c1659279de3f8713165ea5
|
| 3 |
+
size 102133261
|
data/stock_summary.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:e96839284a1a264ac74270d8345024d9f2e6b1c67d4ed1fdd6919a5fb5f5f489
|
| 3 |
+
size 335492
|
data/stock_tailing_eps.parquet
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:77a19bdf4f54146e23b16721b9137391e07f298a53a9ec1365ddfe4b7bc788c1
|
| 3 |
+
size 1489464
|
spec.json
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
{
|
| 2 |
+
"update_time": "2026-02-06"
|
| 3 |
+
}
|