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Co-authored-by: zxh2010 <zxh2010@users.noreply.huggingface.co>

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+ ---
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+ license: odc-by
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+ viewer: false
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+ language:
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+ - en
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+ size_categories:
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+ - 100M<n<1B
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+ tags:
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+ - earnings-call-transcripts
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+ - market-data
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+ - stock-data
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+ - finance-data
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+ - finance
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+ - stock-news
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+ - yahoo-news
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+ dataset_info:
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+ - config_name: stock_earning_calendar
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+ features:
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+ - name: symbol
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+ dtype: string
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+ - name: report_date
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+ dtype: string
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+ - name: time
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+ dtype: string
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+ - name: name
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+ dtype: string
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+ - name: fiscal_quarter_ending
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+ dtype: string
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+ splits:
30
+ - name: train
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+ num_bytes: 3441492
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+ num_examples: 41692
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+ - name: test
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+ num_bytes: 860373
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+ num_examples: 10423
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+ download_size: 466771
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+ dataset_size: 4301865
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+ - config_name: stock_tailing_eps
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+ features:
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+ - name: symbol
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+ dtype: string
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+ - name: report_date
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+ dtype: string
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+ - name: tailing_eps
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+ dtype: decimal128(38, 2)
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+ - name: eps
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+ dtype: decimal128(38, 2)
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+ - name: update_time
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+ dtype: string
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+ splits:
51
+ - name: train
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+ num_bytes: 14435904
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+ num_examples: 212944
54
+ - name: test
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+ num_bytes: 3609044
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+ num_examples: 53237
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+ download_size: 1872135
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+ dataset_size: 18044948
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+ configs:
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+ - config_name: stock_earning_calendar
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+ data_files:
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+ - split: train
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+ path: stock_earning_calendar/train-*
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+ - split: test
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+ path: stock_earning_calendar/test-*
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+ - config_name: stock_tailing_eps
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+ data_files:
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+ - split: train
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+ path: stock_tailing_eps/train-*
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+ - split: test
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+ path: stock_tailing_eps/test-*
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+ ---
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+ # The Financial data from Yahoo!
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+
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+ <table border=1 cellpadding=10><tr><td>
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+
77
+ ### \*\*\* Key Points to Note \*\*\*
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+
79
+ ---
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+
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.**
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+
83
+ I will update the data regularly, and you are welcome to follow this project and use the data.
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+
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).
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+
87
+ </td></tr></table>
88
+
89
+ ### Data Usage Instructions
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+
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
+
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+ All datasets are publicly accessible and stored in Parquet format.
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+
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+ 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**
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+ - **Source:** `https://finance.yahoo.com/quote/{$symbol}/profile/`
103
+ - **Description:** Contains company details such as address, industry, and employee count.
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+ - **Columns:**
105
+ | Column Name | Column Type | Description |
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+ |-----------------------|-------------|----------------------------|
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+ | symbol | VARCHAR | Stock ticker symbol |
108
+ | address | VARCHAR | Company address |
109
+ | city | VARCHAR | City |
110
+ | country | VARCHAR | Country |
111
+ | phone | VARCHAR | Phone number |
112
+ | zip | VARCHAR | Zip code |
113
+ | industry | VARCHAR | Industry type |
114
+ | sector | VARCHAR | Business sector |
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+ | long_business_summary | VARCHAR | Business summary |
116
+ | full_time_employees | INTEGER | Number of full-time staff |
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+ | report_date | VARCHAR | Data reporting date |
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+
119
+ 2. **stock_officers**
120
+ - **Source:** `https://finance.yahoo.com/quote/{$symbol}/profile/`
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+ - **Description:** Lists company executives, including their pay and title.
122
+ - **Columns:**
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+ | 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_tailing_eps**
135
+ - **Source:** `https://ycharts.com/companies/${symbol}/eps_ttm`
136
+ - **Description:** Provides financial metrics such as Trailing earnings per share (TTM EPS).
137
+ - **Columns:**
138
+ | Column Name | Column Type | Description |
139
+ |--------------|-----------------|--------------------------|
140
+ | symbol | VARCHAR | Stock ticker symbol |
141
+ | report_date | VARCHAR | Reporting date |
142
+ | tailing_eps | DECIMAL(38,2) | Trailing EPS |
143
+ | update_time | VARCHAR | Last update time |
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+
145
+ 4. **stock_earning_calendar**
146
+ - **Source:** `https://www.nasdaq.com/market-activity/earnings`
147
+ - **Description:** Contains information about companies' earnings reports, including their ticker symbols, reporting dates, names, and fiscal quarter end dates.
148
+ - **Columns:**
149
+ | Column Name | Column Type | Description |
150
+ |-----------------------|-------------|----------------------------------|
151
+ | symbol | VARCHAR | Stock ticker symbol |
152
+ | report_date | VARCHAR | Reporting date |
153
+ | name | VARCHAR | Company Simple Name |
154
+ | fiscal_quarter_ending | VARCHAR | Fiscal quarter end date |
155
+
156
+ 5. **stock_statement**
157
+ - **Source:** `https://finance.yahoo.com/quote/${symbol}/financials/`
158
+ - **Description:** Contains financial statement details of companies, including ticker symbols, reporting dates, specific financial items, their values, and related statement types and periods.
159
+ - **Columns:**
160
+ | Column Name | Column Type | Description |
161
+ |---------------|-----------------|-----------------------------------------------|
162
+ | symbol | VARCHAR | Stock ticker symbol |
163
+ | report_date | VARCHAR | Reporting date |
164
+ | item_name | VARCHAR | Name of the financial statement item |
165
+ | item_value | DECIMAL(38,2) | Value of the financial statement item |
166
+ | finance_type | VARCHAR | Type of financial statement (e.g., balance_sheet, income_statement, cash_flow) |
167
+ | period_type | VARCHAR | Reporting period type (e. g., annual, quarterly) |
168
+
169
+ 6. **stock_prices**
170
+ - **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
171
+ - **Description:** Contains historical stock market data, including ticker symbols, reporting dates, and key trading metrics such as open, close, high, low prices, and trading volume.
172
+ - **Columns:**
173
+ | Column Name | Column Type | Description |
174
+ |---------------|-----------------|-----------------------------------------|
175
+ | symbol | VARCHAR | Stock ticker symbol |
176
+ | report_date | VARCHAR | Trading date |
177
+ | open | DECIMAL(38,2) | Opening price of the stock |
178
+ | close | DECIMAL(38,2) | Closing price of the stock |
179
+ | high | DECIMAL(38,2) | Highest price |
180
+ | low | DECIMAL(38,2) | Lowest price |
181
+ | volume | BIGINT | Number of shares traded |
182
+
183
+ 7. **stock_dividend_events**
184
+ - **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
185
+ - **Description:** Contains dividend data, including stock tickers, reporting dates, and dividend values.
186
+ - **Columns:**
187
+ | Column Name | Column Type | Description |
188
+ |---------------|-----------------|-----------------------------------------|
189
+ | symbol | VARCHAR | Stock ticker symbol |
190
+ | report_date | VARCHAR | Reporting date |
191
+ | amount | DECIMAL(38,2) | Financial amount (e.g., dividend, interest) |
192
+
193
+ 8. **stock_split_events**
194
+ - **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
195
+ - **Description:** Contains data about stock splits, including the stock ticker, reporting date, and the split factor.
196
+ - **Columns:**
197
+ | Column Name | Column Type | Description |
198
+ |---------------|---------------|----------------------------------|
199
+ | symbol | VARCHAR | Stock ticker symbol |
200
+ | report_date | VARCHAR | Reporting date |
201
+ | split_factor | VARCHAR | The factor by which shares are split |
202
+
203
+ 9. **exchange_rate**
204
+ - **Source:** `https://finance.yahoo.com/quote/${symbol}/chart`
205
+ - **Description:** Contains currency exchange data for a report date, including opening, closing, highest, and lowest prices.
206
+ - **Columns:**
207
+ | Column Name | Column Type | Description |
208
+ |---------------|---------------|----------------------------------|
209
+ | symbol | VARCHAR | Stock ticker symbol |
210
+ | report_date | VARCHAR | Reporting date |
211
+ | open | DECIMAL(38,2) | Opening price |
212
+ | close | DECIMAL(38,2) | Closing price |
213
+ | high | DECIMAL(38,2) | Highest price during the day |
214
+ | low | DECIMAL(38,2) | Lowest price during the day |
215
+
216
+ 10. **daily_treasury_yield**
217
+ - **Source:** `https://home.treasury.gov/`
218
+ - **Description:** Contains data related to daily treasury yield values for different time periods (monthly and yearly).
219
+ - **Columns:**
220
+ | Column Name | Column Type | Description |
221
+ |---------------|---------------|------------------------------------|
222
+ | report_date | VARCHAR | Reporting date |
223
+ | bc1_month | DECIMAL(38,2) | Treasury yield for 1 month |
224
+ | bc2_month | DECIMAL(38,2) | Treasury yield for 2 months |
225
+ | bc3_month | DECIMAL(38,2) | Treasury yield for 3 months |
226
+ | bc6_month | DECIMAL(38,2) | Treasury yield for 6 months |
227
+ | bc1_year | DECIMAL(38,2) | Treasury yield for 1 year |
228
+ | bc2_year | DECIMAL(38,2) | Treasury yield for 2 years |
229
+ | bc3_year | DECIMAL(38,2) | Treasury yield for 3 years |
230
+ | bc5_year | DECIMAL(38,2) | Treasury yield for 5 years |
231
+ | bc7_year | DECIMAL(38,2) | Treasury yield for 7 years |
232
+ | bc10_year | DECIMAL(38,2) | Treasury yield for 10 years |
233
+ | bc30_year | DECIMAL(38,2) | Treasury yield for 30 years |
234
+
235
+ 11. **stock_earning_call_transcripts**
236
+ - **Source:** `https://finance.yahoo.com/quote/{symbol}/earnings-calls/`
237
+ - **Description:** Contains verbatim transcripts of quarterly earnings calls for publicly traded companies, including speaker information and content segmentation.
238
+ - **Columns:**
239
+ | Column Name | Data Type | Description |
240
+ |-----------------|---------------------------------------------------------------|-----------------------------------------------------------------------------|
241
+ | symbol | VARCHAR | The stock ticker symbol of the company |
242
+ | fiscal_year | INTEGER | The fiscal year of the earnings call |
243
+ | fiscal_quarter | INTEGER | The fiscal quarter (1-4) of the earnings call |
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+ | report_date | VARCHAR | The date when the earnings call was reported (format may vary) |
245
+ | 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 |
246
+ | transcripts_id | INTEGER | Unique identifier for the transcript record |
247
+
248
+ 12. **stock_news**
249
+ - **Source:** `https://news.yahoo.com/`
250
+ - **Description:** Stores information about financial research reports or news articles, including metadata and content details
251
+ - **Columns:**
252
+ | Column Name | Data Type | Description |
253
+ |-----------------|---------------------------------------------------------------|-----------------------------------------------------------------------------|
254
+ | uuid | VARCHAR | Unique identifier for the report/article (nullable) |
255
+ | related_symbols | VARCHAR[] | Array of stock symbols or financial instruments related to the content |
256
+ | title | VARCHAR | Title of the report/article (nullable) |
257
+ | publisher | VARCHAR | Organization or entity that published the report (nullable) |
258
+ | report_date | VARCHAR | Date when the report was published (stored as string, nullable) |
259
+ | type | VARCHAR | Classification or category of the report/article (nullable) |
260
+ | link | VARCHAR | URL or reference link to the original content (nullable) |
261
+ | news | STRUCT<paragraph_number: INTEGER, highlight: VARCHAR, paragraph: VARCHAR>[] | Array of structured paragraphs containing content with numbering, highlights, and text (nullable) |
262
+
263
+ 13. **stock_revenue_breakdown**
264
+ - **Source:**
265
+ - `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-segment/`
266
+ - `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-product-group/`
267
+ - `https://stockanalysis.com/stocks/${symbol}/metrics/revenue-by-geography/`
268
+ - **Description:** Stores information about revenue by segment and revenue by geography
269
+ - **Columns:**
270
+ | Column Name | Data Type | Description |
271
+ |----------------|---------------|--------------------------------------------------------------------------|
272
+ | symbol | VARCHAR | The stock symbol or company identifier |
273
+ | breakdown_type | VARCHAR | Type of financial breakdown (e.g., segment, geography, product) |
274
+ | report_date | VARCHAR | Date when the financial report was issued (format may vary) |
275
+ | item_name | VARCHAR | Name of the specific financial line item being reported |
276
+ | item_value | DECIMAL(38,2) | Numerical value of the financial item, with 2 decimal places precision |
277
+
278
+ 14. **stock_shares_outstanding**
279
+ - **Source:** `https://ycharts.com/companies/${symbol}/shares_outstanding`
280
+ - **Description:** Provides Shares Outstanding.
281
+ - **Columns:**
282
+ | Column Name | Column Type | Description |
283
+ |--------------|-----------------|--------------------------|
284
+ | symbol | VARCHAR | Stock ticker symbol |
285
+ | report_date | VARCHAR | Reporting date |
286
+ | shares_outstanding | Long | Shares Outstanding |
287
+
288
+ 15. **stock_sec_filing**
289
+ - **Source:** `https://www.sec.gov/cgi-bin/browse-edgar`
290
+ - **Description:** Contains SEC (U.S. Securities and Exchange Commission) filing records for publicly traded companies. Supported form types include:
291
+ - **US Domestic Company Forms:**
292
+ - `10-K`, `10-K/A` - Annual report
293
+ - `10-Q`, `10-Q/A` - Quarterly report
294
+ - `8-K`, `8-K/A` - Current report (material events)
295
+ - `DEF 14A`, `DEFA14A` - Proxy statement (shareholder meetings, executive compensation)
296
+ - **Insider Trading Forms:**
297
+ - `3`, `3/A` - Initial beneficial ownership
298
+ - `4`, `4/A` - Changes in beneficial ownership
299
+ - `5`, `5/A` - Annual beneficial ownership
300
+ - `144`, `144/A` - Notice of proposed sale of securities
301
+ - **Institutional Holdings:**
302
+ - `13F-HR`, `13F-HR/A` - Institutional holdings report (quarterly)
303
+ - `SC 13G`, `SC 13G/A` - Passive investor holdings (>5%)
304
+ - `SC 13D`, `SC 13D/A` - Active investor holdings (>5%, may influence company)
305
+ - **Foreign Private Issuer Forms** (e.g., BABA, PDD, JD):
306
+ - `20-F`, `20-F/A` - Annual report
307
+ - `6-K`, `6-K/A` - Current report (quarterly + material events)
308
+ - **Canadian Company Forms** (e.g., SHOP, TD, RY):
309
+ - `40-F`, `40-F/A` - Annual report
310
+ - **ETF/Investment Company Forms** (e.g., SPY, QQQ, VOO):
311
+ - `N-CSR`, `N-CSR/A` - Annual/Semi-annual shareholder report
312
+ - `N-CSRS`, `N-CSRS/A` - Semi-annual shareholder report
313
+ - `N-30D`, `N-30D/A` - Shareholder report (legacy format)
314
+ - `NPORT-P` - Monthly portfolio holdings
315
+ - `N-CEN` - Annual report (fund operations)
316
+ - `N-Q`, `N-Q/A` - Quarterly portfolio (discontinued, historical data exists)
317
+ - **Columns:**
318
+ | Column Name | Column Type | Description |
319
+ |------------------------|-------------|----------------------------------------------------------------|
320
+ | cik | VARCHAR | Central Index Key - unique SEC identifier for the filer |
321
+ | symbol | VARCHAR | Stock ticker symbol |
322
+ | company_name | VARCHAR | Official company name as registered with SEC |
323
+ | form_type | VARCHAR | SEC form type (e.g., 10-K, 10-Q, 8-K, 4, SC 13G) |
324
+ | form_type_description | VARCHAR | Human-readable description of the form type |
325
+ | accession_number | VARCHAR | Unique identifier for the filing |
326
+ | filing_date | VARCHAR | Date when the filing was submitted to SEC |
327
+ | report_date | VARCHAR | Period end date covered by the filing (if applicable) |
328
+ | acceptance_date_time | VARCHAR | Timestamp when SEC accepted the filing |
329
+ | filing_url | VARCHAR | Direct URL to the filing on SEC EDGAR |
330
+
331
+ #### Querying Datasets
332
+
333
+ Use the following SQL queries in [DuckDB](https://shell.duckdb.org/) to retrieve data for a specific stock (e.g., `TSLA`):
334
+
335
+ 1. **stock_profile**
336
+ ```sql
337
+ SELECT * FROM
338
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_profile.parquet'
339
+ WHERE symbol='TSLA';
340
+ ```
341
+
342
+ 2. **stock_officers**
343
+ ```sql
344
+ SELECT * FROM
345
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_officers.parquet'
346
+ WHERE symbol='TSLA';
347
+ ```
348
+
349
+ 3. **stock_tailing_eps**
350
+ ```sql
351
+ SELECT * FROM
352
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_tailing_eps.parquet'
353
+ WHERE symbol='TSLA';
354
+ ```
355
+
356
+ 4. **stock_earning_calendar**
357
+ ```sql
358
+ SELECT * FROM
359
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_calendar.parquet'
360
+ WHERE symbol='TSLA';
361
+ ```
362
+
363
+ 5. **stock_statement**
364
+ ```sql
365
+ SELECT * FROM
366
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_statement.parquet'
367
+ WHERE symbol='TSLA' and finance_type='income_statement'
368
+ ```
369
+
370
+ 6. **stock_prices**
371
+ ```sql
372
+ SELECT * FROM
373
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_prices.parquet'
374
+ WHERE symbol='TSLA'
375
+ ```
376
+
377
+ 7. **stock_dividend_events**
378
+ ```sql
379
+ SELECT * FROM
380
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_dividend_events.parquet'
381
+ WHERE symbol='TSLA'
382
+ ```
383
+
384
+ 8. **stock_split_events**
385
+ ```sql
386
+ SELECT * FROM
387
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_split_events.parquet'
388
+ WHERE symbol='TSLA'
389
+ ```
390
+
391
+ 10. **exchange_rate**
392
+ ```sql
393
+ SELECT * FROM
394
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/exchange_rate.parquet'
395
+ WHERE symbol='EUR=X'
396
+ ```
397
+
398
+ 11. **daily_treasury_yield**
399
+ ```sql
400
+ SELECT * FROM
401
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/daily_treasury_yield.parquet'
402
+ ```
403
+
404
+ 12. **stock_earning_call_transcripts**
405
+ ```sql
406
+ SELECT symbol,
407
+ fiscal_year,
408
+ fiscal_quarter,
409
+ report_date,
410
+ unnest(transcripts).paragraph_number,
411
+ unnest(transcripts).speaker,
412
+ unnest(transcripts).content
413
+ FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_earning_call_transcripts.parquet'
414
+ WHERE symbol='TSLA' AND fiscal_year=2024 AND fiscal_quarter=4;
415
+ ```
416
+
417
+ 13. **stock_news**
418
+ ```sql
419
+ SELECT related_symbols,
420
+ uuid,
421
+ title,
422
+ publisher,
423
+ report_date,
424
+ type,
425
+ link,
426
+ unnest(news).paragraph_number,
427
+ unnest(news).highlight,
428
+ unnest(news).paragraph
429
+ FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_news.parquet'
430
+ WHERE uuid='00094540-141e-3893-a5ca-beb26abc150f';
431
+ ```
432
+
433
+ 13. **stock_revenue_breakdown**
434
+ ```sql
435
+ SELECT *
436
+ FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_revenue_breakdown.parquet'
437
+ WHERE symbol='TSLA';
438
+ ```
439
+
440
+ 14. **stock_shares_outstanding**
441
+ ```sql
442
+ SELECT * FROM
443
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_shares_outstanding.parquet'
444
+ WHERE symbol='TSLA';
445
+ ```
446
+
447
+ 15. **stock_sec_filing**
448
+ ```sql
449
+ SELECT * FROM
450
+ 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/stock_sec_filing.parquet'
451
+ WHERE symbol='TSLA' AND form_type='10-K';
452
+ ```
data/company_tickers.json ADDED
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+ }