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---
license: odc-by
viewer: false
language:
- en
size_categories:
- 10M<n<100M
tags:
- finance
---
# The Financial data from Yahoo!
<table border=1 cellpadding=10><tr><td>
### \*\*\* 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 release a new version under [GIT TAGS](https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/tree/dt%3D2024-12-20). The version format is `dt=yyyy-mm-dd`, where `yyyy-mm-dd` indicates the date of the latest data.
</td></tr></table>
### Data Usage Instructions
This section of the documentation provides information on querying data sets using [DuckDB](https://shell.duckdb.org/). All datasets are publicly accessible and stored in Parquet format.
---
#### Datasets Overview
1. **stock_profile**
- **Source:** (`https://finance.yahoo.com/quote/{$symbol}/profile/`)
- **Description:** Contains company details such as address, industry, and employee count.
- **Columns:**
| Column Name | Column Type | Description |
|-----------------------|-------------|----------------------------|
| symbol | VARCHAR | Stock ticker symbol |
| address | VARCHAR | Company address |
| city | VARCHAR | City |
| country | VARCHAR | Country |
| phone | VARCHAR | Phone number |
| zip | VARCHAR | Zip code |
| industry | VARCHAR | Industry type |
| sector | VARCHAR | Business sector |
| long_business_summary | VARCHAR | Business summary |
| full_time_employees | INTEGER | Number of full-time staff |
| report_date | VARCHAR | Data reporting date |
2. **stock_officers**
- **Source:** (`https://finance.yahoo.com/quote/{$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 | INTEGER | Executive's age |
| born | INTEGER | Year of birth |
| pay | INTEGER | Wage (USD) |
| exercised | INTEGER | Stock options exercised |
| unexercised | INTEGER | Unexercised stock options|
3. **stock_summary**
- **Source:** (`https://finance.yahoo.com/quote/${symbol}/key-statistics/`)
- **Description:** Provides financial metrics such as market cap, P/E ratios, and EPS.
- **Columns:**
| Column Name | Column Type | Description |
|-----------------------|-----------------|---------------------------------|
| symbol | VARCHAR | Stock ticker symbol |
| market_cap | DECIMAL(38,2) | Market capitalization (USD) |
| enterprise_value | DECIMAL(38,2) | Enterprise value (USD) |
| shares_outstanding | DECIMAL(38,2) | Number of outstanding shares |
| beta | DECIMAL(38,2) | Beta value |
| trailing_pe | DECIMAL(38,2) | Trailing price-to-earnings |
| forward_pe | DECIMAL(38,2) | Forward price-to-earnings |
| tailing_eps | DECIMAL(38,2) | Trailing EPS |
| forward_eps | DECIMAL(38,2) | Forward EPS |
| enterprise_to_ebitda | DECIMAL(38,2) | EV/EBITDA |
| enterprise_to_revenue | DECIMAL(38,2) | EV/Revenue |
| peg_ratio | DECIMAL(38,2) | PEG ratio |
| currency | VARCHAR | Currency (e.g., USD) |
4. **stock_tailing_eps**
- **Source:** (`https://ycharts.com/companies/${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 |
| tailing_eps | DECIMAL(38,2) | Trailing EPS |
| update_time | VARCHAR | Last update time |
5. **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 |
6. **stock_historical_eps**
- **Source:** (`https://finance.yahoo.com/quote/${symbol}/analysis/#Earnings History`)
- **Description:** Contains details of companies' earnings performance, including their ticker symbols, actual and estimated EPS, surprise percentages, and corresponding fiscal quarters.
- **Columns:**
| Column Name | Column Type | Description |
|-------------------|-------------|--------------------------------------|
| symbol | VARCHAR | Stock ticker symbol |
| eps_actual | VARCHAR | Actual earnings per share (EPS) |
| eps_estimate | VARCHAR | Estimated earnings per share (EPS) |
| surprise_percent | VARCHAR | Percentage difference from estimate |
| quarter_name | VARCHAR | Fiscal quarter name (e.g., 3Q2023) |
| quarter_date | VARCHAR | Fiscal quarter end date |
7. **stock_statement**
- **Source:** (`https://finance.yahoo.com/quote/${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) |
8. **stock_prices**
- **Source:** (`https://finance.yahoo.com/quote/${symbol}/chart`)
- **Description:** Contains historical stock market data, including ticker symbols, reporting dates, and key trading metrics such as open, close, high, low prices, and trading volume.
- **Columns:**
| Column Name | Column Type | Description |
|---------------|-----------------|-----------------------------------------|
| symbol | VARCHAR | Stock ticker symbol |
| report_date | VARCHAR | Trading date |
| open | DECIMAL(38,2) | Opening price of the stock |
| close | DECIMAL(38,2) | Closing price of the stock |
| high | DECIMAL(38,2) | Highest price |
| low | DECIMAL(38,2) | Lowest price |
| volume | BIGINT | Number of shares traded |
9. **stock_dividend_events**
- **Source:** (`https://finance.yahoo.com/quote/${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(38,2) | Financial amount (e.g., dividend, interest) |
10. **stock_split_events**
- **Source:** (`https://finance.yahoo.com/quote/${symbol}/chart`)
- **Description:** Contains data about stock splits, including the stock ticker, reporting date, and the split factor.
- **Columns:**
| Column Name | Column Type | Description |
|---------------|---------------|----------------------------------|
| symbol | VARCHAR | Stock ticker symbol |
| report_date | VARCHAR | Reporting date |
| split_factor | VARCHAR | The factor by which shares are split |
11. **exchange_rate**
- **Source:** (`https://finance.yahoo.com/quote/${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(38,2) | Opening price |
| close | DECIMAL(38,2) | Closing price |
| high | DECIMAL(38,2) | Highest price during the day |
| low | DECIMAL(38,2) | Lowest price during the day |
12. **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 |
| bc1_month | DECIMAL(38,2) | Treasury yield for 1 month |
| bc2_month | DECIMAL(38,2) | Treasury yield for 2 months |
| bc3_month | DECIMAL(38,2) | Treasury yield for 3 months |
| bc6_month | DECIMAL(38,2) | Treasury yield for 6 months |
| bc1_year | DECIMAL(38,2) | Treasury yield for 1 year |
| bc2_year | DECIMAL(38,2) | Treasury yield for 2 years |
| bc3_year | DECIMAL(38,2) | Treasury yield for 3 years |
| bc5_year | DECIMAL(38,2) | Treasury yield for 5 years |
| bc7_year | DECIMAL(38,2) | Treasury yield for 7 years |
| bc10_year | DECIMAL(38,2) | Treasury yield for 10 years |
| bc30_year | DECIMAL(38,2) | Treasury yield for 30 years |
#### 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/bwzheng2010/yahoo-finance-data/resolve/main/stock_profile/stock_profile.parquet'
WHERE symbol='TSLA';
```
2. **stock_officers**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_officers/stock_officers.parquet'
WHERE symbol='TSLA';
```
3. **stock_summary**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_summary/stock_summary.parquet'
WHERE symbol='TSLA';
```
4. **stock_tailing_eps**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_tailing_eps/stock_tailing_eps.parquet'
WHERE symbol='TSLA';
```
5. **stock_earning_calendar**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_earning_calendar/stock_earning_calendar.parquet'
WHERE symbol='TSLA';
```
6. **stock_historical_eps**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_historical_eps/stock_historical_eps.parquet'
WHERE symbol='TSLA';
```
7. **stock_statement**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_statement/stock_statement.parquet'
WHERE symbol='TSLA' and finance_type='income_statement'
```
8. **stock_prices**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_prices/stock_prices.parquet'
WHERE symbol='TSLA'
```
9. **stock_dividend_events**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_dividend_events/stock_dividend_events.parquet'
WHERE symbol='TSLA'
```
10. **stock_split_events**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/stock_split_events/stock_split_events.parquet'
WHERE symbol='TSLA'
```
11. **exchange_rate**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/exchange_rate/exchange_rate.parquet'
WHERE symbol='EUR=X'
```
12. **daily_treasury_yield**
```sql
SELECT * FROM
'https://huggingface.co/datasets/bwzheng2010/yahoo-finance-data/resolve/main/daily_treasury_yield/daily_treasury_yield.parquet'
```
### P.S.
Please drop me a note with any feedback you have.
**Bowen Zheng** |