defeatbeta/yahoo-finance-data

Dataset

The Financial data from Yahoo!

127

2 commits

2 linked in READMEs

updated Sep 22, 2026

See the code

README

The Financial data from Yahoo!

*** 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.

Data Usage Instructions

Use DuckDB or Python API or Terminal or AI Agents, including Claude Desktop, Manus, Codex, Hermes Agent, OpenClaw Agent, and others, to access data.

When using defeatbeta-api, version 0.0.61 or later is required. Earlier versions use the legacy flat data/ paths and are incompatible with the current market-specific directory layout.

All datasets are publicly accessible. Tabular datasets are stored in Parquet format, while instrument catalogs are stored in JSON format.

Repository Layout

Data is organized by market. The repository currently publishes U.S. market data under data/US/:

data/
└── US/
    β”œβ”€β”€ company_tickers.json
    β”œβ”€β”€ stock_prices.parquet
    β”œβ”€β”€ stock_profile.parquet
    └── ...
spec.json
  • data/US/company_tickers.json is the U.S. instrument catalog. Each record contains the SEC CIK, ticker symbol, company name, and financial reporting currency.
  • data/US/*.parquet contains the U.S. market datasets described below.
  • spec.json remains at the repository root. Its files and hashes keys use market-relative paths such as US/stock_prices.parquet.
  • Prices for securities listed in the US market directory are quoted in USD. The financial_currency field in company_tickers.json is the currency used by the company to report its financial statements and may be different from USD.

When using AI, you can also use 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      addressVARCHARCompany address
      cityVARCHARCity
      countryVARCHARCountry
      phoneVARCHARPhone number
      zipVARCHARZip code
      industryVARCHARIndustry type
      sectorVARCHARBusiness sector
      long_business_summaryVARCHARBusiness summary
      full_time_employeesBIGINTNumber of full-time staff
      web_siteVARCHARCompany website URL
      report_dateVARCHARData reporting date
  2. stock_officers

    • Source: https://finance.yahoo.com/quote/{$symbol}/profile/
    • Description: Lists company executives, including their pay and title.
    • Columns:
      Column NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      nameVARCHARExecutive's name
      titleVARCHARExecutive's job title
      ageBIGINTExecutive's age
      bornBIGINTYear of birth
      payBIGINTWage (USD)
      exercisedBIGINTStock options exercised
      unexercisedBIGINTUnexercised stock options
      report_dateVARCHARData 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      epsDECIMAL(16,4)Earnings per share
      tailing_epsDECIMAL(16,4)Trailing EPS (TTM)
      update_timeVARCHARLast 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      nameVARCHARCompany Simple Name
      fiscal_quarter_endingVARCHARFiscal 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      item_nameVARCHARName of the financial statement item
      item_valueDECIMAL(38,2)Value of the financial statement item
      finance_typeVARCHARType of financial statement (e.g., balance_sheet, income_statement, cash_flow)
      period_typeVARCHARReporting 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARTrading date
      openDECIMAL(16,4)Opening price of the stock
      closeDECIMAL(16,4)Closing price of the stock
      highDECIMAL(16,4)Highest price
      lowDECIMAL(16,4)Lowest price
      volumeBIGINTNumber 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      amountDECIMAL(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 NameData TypeDescription
      symbolVARCHARThe stock ticker symbol of the company
      fiscal_yearINTEGERThe fiscal year of the earnings call
      fiscal_quarterINTEGERThe fiscal quarter (1-4) of the earnings call
      report_dateVARCHARThe date when the earnings call was reported (format may vary)
      transcriptsSTRUCT<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
      transcripts_idINTEGERUnique 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 NameData TypeDescription
      uuidVARCHARUnique identifier for the report/article (nullable)
      symbolVARCHARstock ticker
      titleVARCHARTitle of the report/article (nullable)
      publisherVARCHAROrganization or entity that published the report (nullable)
      report_dateVARCHARDate when the report was published (stored as string, nullable)
      typeVARCHARClassification or category of the report/article (nullable)
      linkVARCHARURL or reference link to the original content (nullable)
      newsSTRUCT<paragraph_number: INTEGER, highlight: VARCHAR, paragraph: VARCHAR>[]Array of structured paragraphs containing content with numbering, highlights, and text (nullable)
  13. stock_revenue_breakdown

    • Source: https://stockanalysis.com/stocks/${symbol}/metrics/
    • Description: Per-company breakdown metrics covering revenue by segment, operating income by segment, operating expense breakdown, and a long tail of business KPIs (store counts, aircraft deliveries, paid memberships, oil production volumes, etc.) β€” whichever pages stockanalysis.com publishes for that ticker. The set of breakdown slugs varies per company: NVDA also has data-center-revenue-breakdown, OXY has production-by-geography, PLTR has deals-closed-by-size, etc. Each row is one data point: one series in one period.
    • Columns:
      Column NameData TypeDescription
      symbolVARCHARStock ticker symbol
      breakdownVARCHARBreakdown slug (e.g. revenue-by-segment, operating-income-by-segment, operating-expense-breakdown)
      breakdown_nameVARCHARHuman-readable breakdown name (e.g. Revenue by Segment)
      value_typeVARCHARCURRENCY (monetary value) or NUMBER (count / volume β€” units implied by breakdown_name)
      currencyVARCHARISO 4217 reporting currency for CURRENCY rows (e.g. USD, CNY, EUR, TWD); NULL for NUMBER rows
      series_nameVARCHARSeries within the breakdown (e.g. Data Center, Europe, Over $1 Million)
      period_typeVARCHARquarterly (single period) or trailing (TTM rolling)
      report_dateVARCHARPeriod end date
      valueBIGINTRaw value in base units (full dollars / cents-free count, not in millions)
  14. stock_shares_outstanding

    • Source: https://ycharts.com/companies/${symbol}/shares_outstanding
    • Description: Provides Shares Outstanding.
    • Columns:
      Column NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      shares_outstandingLongShares 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      cikVARCHARCentral Index Key - unique SEC identifier for the filer
      accession_numberVARCHARUnique identifier for the filing
      company_nameVARCHAROfficial company name as registered with SEC
      form_typeVARCHARSEC form type (e.g., 10-K, 10-Q, 8-K, 4, SC 13G)
      form_type_descriptionVARCHARHuman-readable description of the form type
      filing_dateVARCHARDate when the filing was submitted to SEC
      report_dateVARCHARPeriod end date covered by the filing (if applicable)
      acceptance_date_timeVARCHARTimestamp when SEC accepted the filing
      filing_urlVARCHARDirect URL to the filing on SEC EDGAR

Querying Datasets

Use the following SQL queries in DuckDB to retrieve data for a specific stock (e.g., TSLA):

  1. stock_profile

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_profile.parquet'
    WHERE symbol='TSLA';
    
  2. stock_officers

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_officers.parquet'
    WHERE symbol='TSLA';
    
  3. stock_tailing_eps

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_tailing_eps.parquet'
    WHERE symbol='TSLA';
    
  4. stock_earning_calendar

    SELECT * FROM
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_earning_calendar.parquet'
    WHERE symbol='TSLA';
    
  5. stock_statement

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_statement.parquet'
    WHERE symbol='TSLA' and finance_type='income_statement'
    
  6. stock_prices

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_prices.parquet'
    WHERE symbol='TSLA'
    
  7. stock_dividend_events

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_dividend_events.parquet'
    WHERE symbol='TSLA'
    
  8. stock_split_events

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_split_events.parquet'
    WHERE symbol='TSLA'
    
  9. exchange_rate

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/exchange_rate.parquet'
    WHERE symbol='EUR=X'
    
  10. daily_treasury_yield

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/daily_treasury_yield.parquet'
    
  11. stock_earning_call_transcripts

    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/US/stock_earning_call_transcripts.parquet'
    WHERE symbol='TSLA' AND fiscal_year=2024 AND fiscal_quarter=4;
    
  12. stock_news

    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/US/stock_news.parquet'
    WHERE symbol='TSLA'
    AND uuid='621f7c6a-b7d0-3532-b28c-65cb360c99ab';
    
  13. stock_revenue_breakdown

    List every breakdown a company exposes:

    SELECT DISTINCT breakdown, breakdown_name, value_type, currency
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
    WHERE symbol='NVDA';
    

    Quarterly time series for one breakdown (long format):

    SELECT report_date, series_name, value
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
    WHERE symbol='NVDA'
      AND breakdown='revenue-by-segment'
      AND period_type='quarterly'
    ORDER BY report_date DESC, series_name;
    

    Pivot to one row per date with each series as a column (DuckDB-style):

    PIVOT (
      SELECT report_date, series_name, value
      FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
      WHERE symbol='PLTR'
        AND breakdown='deals-closed-by-size'
        AND period_type='quarterly'
    ) ON series_name USING first(value)
    ORDER BY report_date DESC;
    
  14. stock_shares_outstanding

SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_shares_outstanding.parquet'
WHERE symbol='TSLA';
  1. stock_sec_filing
SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_sec_filing.parquet'
WHERE symbol='TSLA' AND form_type='10-K';
earnings-call-transcripts
finance
finance-data
market-data
stock-data
stock-news
yahoo-news

Contributors

CO
zxh2010

1 commits

defeatbeta/yahoo-finance-data

Dataset

The Financial data from Yahoo!

127

2 commits

2 linked in READMEs

updated Sep 22, 2026

See the code

README

The Financial data from Yahoo!

*** 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.

Data Usage Instructions

Use DuckDB or Python API or Terminal or AI Agents, including Claude Desktop, Manus, Codex, Hermes Agent, OpenClaw Agent, and others, to access data.

When using defeatbeta-api, version 0.0.61 or later is required. Earlier versions use the legacy flat data/ paths and are incompatible with the current market-specific directory layout.

All datasets are publicly accessible. Tabular datasets are stored in Parquet format, while instrument catalogs are stored in JSON format.

Repository Layout

Data is organized by market. The repository currently publishes U.S. market data under data/US/:

data/
└── US/
    β”œβ”€β”€ company_tickers.json
    β”œβ”€β”€ stock_prices.parquet
    β”œβ”€β”€ stock_profile.parquet
    └── ...
spec.json
  • data/US/company_tickers.json is the U.S. instrument catalog. Each record contains the SEC CIK, ticker symbol, company name, and financial reporting currency.
  • data/US/*.parquet contains the U.S. market datasets described below.
  • spec.json remains at the repository root. Its files and hashes keys use market-relative paths such as US/stock_prices.parquet.
  • Prices for securities listed in the US market directory are quoted in USD. The financial_currency field in company_tickers.json is the currency used by the company to report its financial statements and may be different from USD.

When using AI, you can also use 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      addressVARCHARCompany address
      cityVARCHARCity
      countryVARCHARCountry
      phoneVARCHARPhone number
      zipVARCHARZip code
      industryVARCHARIndustry type
      sectorVARCHARBusiness sector
      long_business_summaryVARCHARBusiness summary
      full_time_employeesBIGINTNumber of full-time staff
      web_siteVARCHARCompany website URL
      report_dateVARCHARData reporting date
  2. stock_officers

    • Source: https://finance.yahoo.com/quote/{$symbol}/profile/
    • Description: Lists company executives, including their pay and title.
    • Columns:
      Column NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      nameVARCHARExecutive's name
      titleVARCHARExecutive's job title
      ageBIGINTExecutive's age
      bornBIGINTYear of birth
      payBIGINTWage (USD)
      exercisedBIGINTStock options exercised
      unexercisedBIGINTUnexercised stock options
      report_dateVARCHARData 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      epsDECIMAL(16,4)Earnings per share
      tailing_epsDECIMAL(16,4)Trailing EPS (TTM)
      update_timeVARCHARLast 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      nameVARCHARCompany Simple Name
      fiscal_quarter_endingVARCHARFiscal 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      item_nameVARCHARName of the financial statement item
      item_valueDECIMAL(38,2)Value of the financial statement item
      finance_typeVARCHARType of financial statement (e.g., balance_sheet, income_statement, cash_flow)
      period_typeVARCHARReporting 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARTrading date
      openDECIMAL(16,4)Opening price of the stock
      closeDECIMAL(16,4)Closing price of the stock
      highDECIMAL(16,4)Highest price
      lowDECIMAL(16,4)Lowest price
      volumeBIGINTNumber 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      amountDECIMAL(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 NameData TypeDescription
      symbolVARCHARThe stock ticker symbol of the company
      fiscal_yearINTEGERThe fiscal year of the earnings call
      fiscal_quarterINTEGERThe fiscal quarter (1-4) of the earnings call
      report_dateVARCHARThe date when the earnings call was reported (format may vary)
      transcriptsSTRUCT<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
      transcripts_idINTEGERUnique 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 NameData TypeDescription
      uuidVARCHARUnique identifier for the report/article (nullable)
      symbolVARCHARstock ticker
      titleVARCHARTitle of the report/article (nullable)
      publisherVARCHAROrganization or entity that published the report (nullable)
      report_dateVARCHARDate when the report was published (stored as string, nullable)
      typeVARCHARClassification or category of the report/article (nullable)
      linkVARCHARURL or reference link to the original content (nullable)
      newsSTRUCT<paragraph_number: INTEGER, highlight: VARCHAR, paragraph: VARCHAR>[]Array of structured paragraphs containing content with numbering, highlights, and text (nullable)
  13. stock_revenue_breakdown

    • Source: https://stockanalysis.com/stocks/${symbol}/metrics/
    • Description: Per-company breakdown metrics covering revenue by segment, operating income by segment, operating expense breakdown, and a long tail of business KPIs (store counts, aircraft deliveries, paid memberships, oil production volumes, etc.) β€” whichever pages stockanalysis.com publishes for that ticker. The set of breakdown slugs varies per company: NVDA also has data-center-revenue-breakdown, OXY has production-by-geography, PLTR has deals-closed-by-size, etc. Each row is one data point: one series in one period.
    • Columns:
      Column NameData TypeDescription
      symbolVARCHARStock ticker symbol
      breakdownVARCHARBreakdown slug (e.g. revenue-by-segment, operating-income-by-segment, operating-expense-breakdown)
      breakdown_nameVARCHARHuman-readable breakdown name (e.g. Revenue by Segment)
      value_typeVARCHARCURRENCY (monetary value) or NUMBER (count / volume β€” units implied by breakdown_name)
      currencyVARCHARISO 4217 reporting currency for CURRENCY rows (e.g. USD, CNY, EUR, TWD); NULL for NUMBER rows
      series_nameVARCHARSeries within the breakdown (e.g. Data Center, Europe, Over $1 Million)
      period_typeVARCHARquarterly (single period) or trailing (TTM rolling)
      report_dateVARCHARPeriod end date
      valueBIGINTRaw value in base units (full dollars / cents-free count, not in millions)
  14. stock_shares_outstanding

    • Source: https://ycharts.com/companies/${symbol}/shares_outstanding
    • Description: Provides Shares Outstanding.
    • Columns:
      Column NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      report_dateVARCHARReporting date
      shares_outstandingLongShares 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 NameColumn TypeDescription
      symbolVARCHARStock ticker symbol
      cikVARCHARCentral Index Key - unique SEC identifier for the filer
      accession_numberVARCHARUnique identifier for the filing
      company_nameVARCHAROfficial company name as registered with SEC
      form_typeVARCHARSEC form type (e.g., 10-K, 10-Q, 8-K, 4, SC 13G)
      form_type_descriptionVARCHARHuman-readable description of the form type
      filing_dateVARCHARDate when the filing was submitted to SEC
      report_dateVARCHARPeriod end date covered by the filing (if applicable)
      acceptance_date_timeVARCHARTimestamp when SEC accepted the filing
      filing_urlVARCHARDirect URL to the filing on SEC EDGAR

Querying Datasets

Use the following SQL queries in DuckDB to retrieve data for a specific stock (e.g., TSLA):

  1. stock_profile

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_profile.parquet'
    WHERE symbol='TSLA';
    
  2. stock_officers

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_officers.parquet'
    WHERE symbol='TSLA';
    
  3. stock_tailing_eps

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_tailing_eps.parquet'
    WHERE symbol='TSLA';
    
  4. stock_earning_calendar

    SELECT * FROM
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_earning_calendar.parquet'
    WHERE symbol='TSLA';
    
  5. stock_statement

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_statement.parquet'
    WHERE symbol='TSLA' and finance_type='income_statement'
    
  6. stock_prices

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_prices.parquet'
    WHERE symbol='TSLA'
    
  7. stock_dividend_events

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_dividend_events.parquet'
    WHERE symbol='TSLA'
    
  8. stock_split_events

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_split_events.parquet'
    WHERE symbol='TSLA'
    
  9. exchange_rate

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/exchange_rate.parquet'
    WHERE symbol='EUR=X'
    
  10. daily_treasury_yield

    SELECT * FROM 
        'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/daily_treasury_yield.parquet'
    
  11. stock_earning_call_transcripts

    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/US/stock_earning_call_transcripts.parquet'
    WHERE symbol='TSLA' AND fiscal_year=2024 AND fiscal_quarter=4;
    
  12. stock_news

    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/US/stock_news.parquet'
    WHERE symbol='TSLA'
    AND uuid='621f7c6a-b7d0-3532-b28c-65cb360c99ab';
    
  13. stock_revenue_breakdown

    List every breakdown a company exposes:

    SELECT DISTINCT breakdown, breakdown_name, value_type, currency
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
    WHERE symbol='NVDA';
    

    Quarterly time series for one breakdown (long format):

    SELECT report_date, series_name, value
    FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
    WHERE symbol='NVDA'
      AND breakdown='revenue-by-segment'
      AND period_type='quarterly'
    ORDER BY report_date DESC, series_name;
    

    Pivot to one row per date with each series as a column (DuckDB-style):

    PIVOT (
      SELECT report_date, series_name, value
      FROM 'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_revenue_breakdown.parquet'
      WHERE symbol='PLTR'
        AND breakdown='deals-closed-by-size'
        AND period_type='quarterly'
    ) ON series_name USING first(value)
    ORDER BY report_date DESC;
    
  14. stock_shares_outstanding

SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_shares_outstanding.parquet'
WHERE symbol='TSLA';
  1. stock_sec_filing
SELECT * FROM
    'https://huggingface.co/datasets/defeatbeta/yahoo-finance-data/resolve/main/data/US/stock_sec_filing.parquet'
WHERE symbol='TSLA' AND form_type='10-K';
earnings-call-transcripts
finance
finance-data
market-data
stock-data
stock-news
yahoo-news

Contributors

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zxh2010

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