Financial Data Collector
Collect real financial data for any US public company from free sources (yfinance) into structured JSON — market data, historical financials, WACC inputs, and estimates — ready for DCF and comps.
Financial models built on hand-typed numbers and silent fallback defaults overstate everything. This playbook collects validated data with mandatory source attribution and no fabricated values.
Who it's for: financial analysts, equity researchers, students, modelers
Example
"Collect the data I need to value AAPL" → A structured JSON with prices, financials, beta, and WACC inputs — every field tagged with its source or marked missing
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add financial-data-collector# Financial Data Collector
Collect and validate real financial data for US public companies using free data sources.
Output is a standardized JSON file ready for consumption by other financial skills.
## Critical Constraints
**NO FALLBACK values.** If a field cannot be retrieved, set it to `null` with `_source: "missing"`.
Never substitute defaults (e.g., `beta or 1.0`). The downstream skill decides how to handle missing data.
**Data source attribution is mandatory.** Every data section must have a `_source` field.
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What This Does
Collect real financial data for any US public company from free sources (yfinance) into structured JSON — market data, historical financials, WACC inputs, and estimates — ready for DCF and comps.
What's Inside
The template covers:
- Critical Constraints
- Workflow
- Output Schema (Summary)
- Known yfinance Pitfalls
Quick Start
Step 1: Create a Project Folder
Make a dedicated folder for this workflow and open it in Claude Code.
Step 2: Download the Template
Click Download above to save the template, then drop it into your project as CLAUDE.md (or paste it into your existing one).
Step 3: Start Working
Tell Claude what you need in plain language — it will follow the template's workflow automatically. For example:
Collect the data I need to value AAPL
Claude reads the template and runs the steps for you.