Yahoo Finance

A component that retrieves financial data from Yahoo Finance. Connect stock symbols and retrieval parameters to access up-to-date market information, historical prices, and financial metrics.

Yahoo Finance component interface and configuration

Data Limitations: The component relies on Yahoo Finance's API availability. Be aware of rate limits and data refresh frequencies. Some data may be delayed by 15-20 minutes depending on the exchange.

Component Inputs

Stock Symbol: Ticker symbol for the financial instrument
Example: "AAPL" (Apple Inc.), "MSFT" (Microsoft), "^GSPC" (S&P 500 Index)
Data Method: Type of data to retrieve
Example: "get_news", "get_history", "get_financials", "get_info"
Number of News: For news retrieval, maximum number of articles
Example: 5 (retrieve the 5 most recent news articles)

Component Outputs

Toolset: Retrieved financial data
Example: Stock information, financial metrics, news articles, or historical data depending on the selected method

Data Methods

get_news

Retrieves recent news articles related to the stock

Returns:
- Array of news articles with title, publisher, link, and publish date
Parameters:
- Number of News: Maximum articles to return

get_history

Retrieves historical price data for the specified symbol

Returns:
- Historical data including open, high, low, close prices, and volume
Parameters:
- Period: e.g., '1d', '5d', '1mo', '3mo', '6mo', '1y', '2y', '5y', 'max'

get_financials

Retrieves financial statements data

Returns:
- Income statements, balance sheets, and cash flow data
Parameters:
- Quarterly: Boolean to toggle between quarterly or annual data

get_info

Retrieves summary information about the stock

Returns:
- Summary data including current price, market cap, 52-week range, volume, and more

Implementation Example

// Example: Retrieving stock information and recent news
async function getStockAnalysis(symbol) {
  // Get stock information
  const stockInfo = await yahooFinanceComponent.execute({
    stockSymbol: symbol,
    dataMethod: "get_info"
  });
  
  // Get recent news (5 articles)
  const stockNews = await yahooFinanceComponent.execute({
    stockSymbol: symbol,
    dataMethod: "get_news",
    numberOfNews: 5
  });
  
  // Get historical data for the past month
  const historicalData = await yahooFinanceComponent.execute({
    stockSymbol: symbol,
    dataMethod: "get_history",
    period: "1mo"
  });
  
  // Combine the results for a comprehensive analysis
  return {
    symbol: symbol,
    currentPrice: stockInfo.toolset.currentPrice,
    marketCap: stockInfo.toolset.marketCap,
    peRatio: stockInfo.toolset.trailingPE,
    recentNews: stockNews.toolset,
    priceHistory: historicalData.toolset,
    analysisDate: new Date().toISOString()
  };
}

Use Cases

Market Dashboards: Create custom financial dashboards with real-time data
Investment Research: Gather data for investment analysis and decision making
Financial Reporting: Automate the collection of market data for reports
Technical Analysis: Obtain historical data for technical indicator calculations
Sentiment Analysis: Combine news data with NLP components for market sentiment

Useful Resources

Best Practices

Use proper stock symbols including exchange information when necessary (e.g., "AAPL.NE" for Apple on NEO Exchange)
Implement caching for frequently accessed data to reduce API calls
Be aware of market hours when interpreting real-time data
Consider time zones when working with historical data
Respect rate limits to prevent access restrictions
Handle potential data gaps or API failures gracefully
Validate symbols before querying to prevent errors

Documentation