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Documentation Index

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Overview

Comprehensive financial data toolkit using Yahoo Finance API.

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Basic Usage

from upsonic import Agent, Task
from upsonic.tools.common_tools.financial_tools import YFinanceTools

# Create finance tools instance
finance_tools = YFinanceTools()
finance_tools._enable_all_tools()
tools = finance_tools.functions()
# Create task
task = Task(
    description="Get the current stock price for Apple (AAPL)",
    tools=tools
)

# Create agent
agent = Agent(model="anthropic/claude-sonnet-4-5", name="Finance Agent")

# Execute
result = agent.print_do(task)
print("Result:", result)

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Selective Tool Configuration

Enable only specific financial capabilities: 
from upsonic.tools.common_tools.financial_tools import YFinanceTools
from upsonic import Agent, Task

# Enable specific tools
finance_tools = YFinanceTools(
    stock_price=True,
    company_info=True,
    analyst_recommendations=False,
    company_news=False
)

task = Task(
    description="Get stock price and company information for Microsoft (MSFT)",
    tools=finance_tools.functions()
)

agent = Agent(model="anthropic/claude-sonnet-4-5", name="Selective Finance Agent")
result = agent.print_do(task)
print("Result:", result)

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Available Tools

When using _enable_all_tools(), the following methods are available:
  1. get_current_stock_price(symbol: str): Get current stock price
  2. get_company_info(symbol: str): Get comprehensive company information
  3. get_analyst_recommendations(symbol: str): Get analyst recommendations
  4. get_company_news(symbol: str, num_stories: int): Get recent company news
  5. get_stock_fundamentals(symbol: str): Get key financial fundamentals
  6. get_income_statements(symbol: str): Get income statement data
  7. get_key_financial_ratios(symbol: str): Get key financial ratios
  8. get_historical_stock_prices(symbol: str, period: str, interval: str): Get historical price data
  9. get_technical_indicators(symbol: str, period: str): Get technical indicators

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Parameters

Constructor Parameters:
  • stock_price (bool): Enable stock price retrieval (default: True)
  • company_info (bool): Enable company information (default: False)
  • analyst_recommendations (bool): Enable analyst recommendations (default: False)
  • company_news (bool): Enable company news (default: False)
  • enable_all (bool): Enable all available tools (default: False)
Historical Data Parameters:
  • period (str): Time period - ‘1d’, ‘5d’, ‘1mo’, ‘3mo’, ‘6mo’, ‘1y’, ‘2y’, ‘5y’, ‘10y’, ‘ytd’, ‘max’
  • interval (str): Data interval - ‘1m’, ‘2m’, ‘5m’, ‘15m’, ‘30m’, ‘60m’, ‘90m’, ‘1h’, ‘1d’, ‘5d’, ‘1wk’, ‘1mo’, ‘3mo’

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Complete Example

from upsonic import Agent, Task
from upsonic.tools.common_tools.financial_tools import YFinanceTools

# Enable all financial tools
finance_tools = YFinanceTools()
finance_tools._enable_all_tools()

# Comprehensive analysis task
task = Task(
    description="""
    Perform comprehensive financial analysis of Tesla (TSLA):
    1. Get current stock price
    2. Get company fundamentals
    3. Get recent news
    4. Provide investment recommendation
    """,
    tools=finance_tools.functions()
)

# Create agent
agent = Agent(model="anthropic/claude-sonnet-4-5", name="Financial Analyst")

# Execute
result = agent.print_do(task)
print("Result:", result)

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Installation

uv pip install yfinance pandas