--- license: odc-by viewer: false language: - en size_categories: - 100M ### \*\*\* 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](https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/blob/main/spec.json). ### Data Usage Instructions Use [DuckDB](https://shell.duckdb.org/) or [Python API](https://github.com/defeat-beta/defeatbeta-api/) or [Terminal](https://github.com/defeat-beta/defeatbeta-terminal/) 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 All datasets are publicly accessible and stored in Parquet format. When using AI, you can also use [skills](https://github.com/defeat-beta/defeatbeta-api/tree/main/skills) for enhanced data analysis capabilities. --- #### Datasets Overview 1. **stock_profile** - **Source:** `https://finance.yahoo.com/quote/{$symbol}/profile/` - **Description:** Contains company details such as address, industry, and employee count. - **Columns:** | Column Name | Column Type | Description | |-----------------------|-------------|----------------------------| | symbol | VARCHAR | Stock ticker symbol | | address | VARCHAR | Company address | | city | VARCHAR | City | | country | VARCHAR | Country | | phone | VARCHAR | Phone number | | zip | VARCHAR | Zip code | | industry | VARCHAR | Industry type | | sector | VARCHAR | Business sector | | long_business_summary | VARCHAR | Business summary | | full_time_employees | BIGINT | Number of full-time staff | | web_site | VARCHAR | Company website URL | | report_date | VARCHAR | Data reporting date | 2. **stock_officers** - **Source:** `https://finance.yahoo.com/quote/{$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 | BIGINT | Executive's age | | born | BIGINT | Year of birth | | pay | BIGINT | Wage (USD) | | exercised | BIGINT | Stock options exercised | | unexercised | BIGINT | Unexercised stock options| | report_date | VARCHAR | Data reporting date | 3. **stock_tailing_eps** - **Source:** `https://ycharts.com/companies/${symbol}/eps_ttm` - **Description:** Provides financial metrics such as Trailing earnings per share (TTM EPS). - **Columns:** | Column Name | Column Type | Description | |--------------|-----------------|--------------------------| | symbol | VARCHAR | Stock ticker symbol | | report_date | VARCHAR | Reporting date | | eps | DECIMAL(16,4) | Earnings per share | | tailing_eps | DECIMAL(16,4) | Trailing EPS (TTM) | | update_time | VARCHAR | Last update time | 4. **stock_earning_calendar** - **Source:** `https://www.nasdaq.com/market-activity/earnings` - **Description:** Contains information about companies' earnings reports, including their ticker symbols, reporting dates, names, and fiscal quarter end dates. - **Columns:** | Column Name | Column Type | Description | |-----------------------|-------------|----------------------------------| | symbol | VARCHAR | Stock ticker symbol | | report_date | VARCHAR | Reporting date | | name | VARCHAR | Company Simple Name | | fiscal_quarter_ending | VARCHAR | Fiscal quarter end date | 5. **stock_statement** - **Source:** `https://finance.yahoo.com/quote/${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/${symbol}/chart` - **Description:** Contains historical stock market data, including ticker symbols, reporting dates, and key trading metrics such as open, close, high, low prices, and trading volume. - **Columns:** | Column Name | Column Type | Description | |---------------|-----------------|-----------------------------------------| | symbol | VARCHAR | Stock ticker symbol | | report_date | VARCHAR | Trading date | | open | DECIMAL(16,4) | Opening price of the stock | | close | DECIMAL(16,4) | Closing price of the stock | | high | DECIMAL(16,4) | Highest price | | low | DECIMAL(16,4) | Lowest price | | volume | BIGINT | Number of shares traded | 7. **stock_dividend_events** - **Source:** `https://finance.yahoo.com/quote/${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(20,4) | Dividend amount | 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(16,4) | Opening price | | close | DECIMAL(16,4) | Closing price | | high | DECIMAL(16,4) | Highest price during the day | | low | DECIMAL(16,4) | 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 | | bc_1month | DECIMAL(16,4) | Treasury yield for 1 month | | bc_2month | DECIMAL(16,4) | Treasury yield for 2 months | | bc_3month | DECIMAL(16,4) | Treasury yield for 3 months | | bc_6month | DECIMAL(16,4) | Treasury yield for 6 months | | bc_1year | DECIMAL(16,4) | Treasury yield for 1 year | | bc_2year | DECIMAL(16,4) | Treasury yield for 2 years | | bc_3year | DECIMAL(16,4) | Treasury yield for 3 years | | bc_5year | DECIMAL(16,4) | Treasury yield for 5 years | | bc_7year | DECIMAL(16,4) | Treasury yield for 7 years | | bc_10year | DECIMAL(16,4) | Treasury yield for 10 years | | bc_20year | DECIMAL(16,4) | Treasury yield for 20 years | | bc_30year | DECIMAL(16,4) | 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[] | 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) | | symbol | VARCHAR | stock ticker | | 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[] | Array of structured paragraphs containing content with numbering, highlights, and text (nullable) | 13. **stock_revenue_breakdown** - **Source:** `https://www.sec.gov/cgi-bin/browse-edgar` - **Description:** SEC EDGAR XBRL dimensional revenue facts — revenue by segment, geography, product, etc. Each row represents one SEC-native disclosure role/table and preserves the dimensional axes as defined in the filing. Rows with `role_uri='__NONE__'` (no XBRL found) are excluded from the Parquet file. - **Columns:** | Column Name | Data Type | Description | |-------------------|--------------------------------------------------------------------------|-----------------------------------------------------------------------------| | row_hash | VARCHAR | SHA-1 hash of (symbol, accession_number, period_label, role_uri, table_qname, line_item_qname) — primary key | | symbol | VARCHAR | Stock ticker symbol | | report_date | VARCHAR | Period end date covered by the filing | | period_label | VARCHAR | Reporting period in `start/end` format (e.g. `2024-01-01/2024-12-31`) | | accession_number | VARCHAR | SEC EDGAR accession number | | form_type | VARCHAR | SEC form type (e.g. 10-K, 10-Q, 20-F) | | period_type | VARCHAR | `annual` or `quarterly` | | role_uri | VARCHAR | SEC XBRL extended link role URI identifying the disclosure section | | role_name | VARCHAR | Human-readable role name derived from role_uri | | table_qname | VARCHAR | XBRL hypercube table qname (e.g. `us-gaap:SegmentReportingTable`) | | table_name | VARCHAR | Human-readable table name | | line_item_qname | VARCHAR | Revenue concept qname (e.g. `us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax`) | | line_item_name | VARCHAR | Human-readable revenue concept name | | axes | STRUCT(qname VARCHAR, name VARCHAR)[] | Dimensional axes used in this table (e.g. segment axis, geography axis) | | items | STRUCT(value BIGINT, members STRUCT(axis_qname VARCHAR, member_qname VARCHAR, member_name VARCHAR)[])[] | Revenue fact rows — each item is one dimensional coordinate with its value | | member_hierarchy | STRUCT(axis_qname VARCHAR, nodes STRUCT(qname VARCHAR, name VARCHAR, parent_qname VARCHAR, parent_name VARCHAR, depth INTEGER, order DOUBLE)[])[] | Parent/child relationships between axis members as defined in the filing's linkbase | 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 | |------------------------|-------------|----------------------------------------------------------------| | symbol | VARCHAR | Stock ticker symbol | | cik | VARCHAR | Central Index Key - unique SEC identifier for the filer | | accession_number | VARCHAR | Unique identifier for the filing | | 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 | | 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](https://shell.duckdb.org/) to retrieve data for a specific stock (e.g., `TSLA`): 1. **stock_profile** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_profile.parquet' WHERE symbol='TSLA'; ``` 2. **stock_officers** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_officers.parquet' WHERE symbol='TSLA'; ``` 3. **stock_tailing_eps** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_tailing_eps.parquet' WHERE symbol='TSLA'; ``` 4. **stock_earning_calendar** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_calendar.parquet' WHERE symbol='TSLA'; ``` 5. **stock_statement** ```sql 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** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_prices.parquet' WHERE symbol='TSLA' ``` 7. **stock_dividend_events** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_dividend_events.parquet' WHERE symbol='TSLA' ``` 8. **stock_split_events** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_split_events.parquet' WHERE symbol='TSLA' ``` 9. **exchange_rate** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/exchange_rate.parquet' WHERE symbol='EUR=X' ``` 10. **daily_treasury_yield** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/daily_treasury_yield.parquet' ``` 11. **stock_earning_call_transcripts** ```sql 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** ```sql SELECT symbol, 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 symbol='TSLA' AND uuid='621f7c6a-b7d0-3532-b28c-65cb360c99ab'; ``` 13. **stock_revenue_breakdown** ```sql SELECT b.symbol, b.report_date, b.role_name, b.table_name, it.value AS revenue, mb.member_name FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_revenue_breakdown.parquet' b, LATERAL (SELECT unnest(b.items)) AS t1(it), LATERAL (SELECT unnest(it.members)) AS t2(mb) WHERE b.symbol='TSLA' AND b.period_type='annual' ORDER BY b.report_date DESC; ``` 14. **stock_shares_outstanding** ```sql SELECT * FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_shares_outstanding.parquet' WHERE symbol='TSLA'; ``` 15. **stock_sec_filing** ```sql 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'; ```