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SKILL.md

estimate-analysis

Agent skill fromhimself65/finance-skills

Analyze sell-side analyst estimates and how they are changing, using Yahoo Finance data (yfinance): EPS and revenue consensus by period, estimate ranges and dispersion, revision trends over 7/30/60/90 days and up/down revision breadth, growth estimates vs industry, sector, and the S&P 500, and historical estimate accuracy. Use this skill when the user wants more than a single estimate lookup: estimate revisions or momentum, EPS trend, consensus changes, forward or next-quarter and annual estimates, the bull vs bear estimate spread, or growth projections across periods.

How to install estimate-analysis

install estimate-analysis
# install the finance-skills pack with the skills CLI
npx skills add himself65/finance-skills

# or add only this skill to Claude Code: copy the folder

plugins/market-analysis/skills/estimate-analysis/

# into

~/.claude/skills/estimate-analysis/ (all projects)

.claude/skills/estimate-analysis/ (one project)

plugins/market-analysis/skills/estimate-analysis/SKILL.md

MITFull file
1# Estimate Analysis Skill
2
3If your host has not already executed the shell probes below (for example, in Codex), run the commands inside the `!` wrappers with its shell tool before choosing a setup path. Use the actual output; if shell access is unavailable, report that limitation.
4
5Deep-dives into analyst estimates and revision trends using Yahoo Finance data via [yfinance](https://github.com/ranaroussi/yfinance). Covers EPS and revenue estimate distributions, revision momentum, growth projections, and multi-period comparisons — the full picture of where the street thinks a company is heading.
6
7**Important**: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.
8
9---
10
11## Step 1: Ensure yfinance Is Available
12
13**Current environment status:**
14
15```
16!`python3 -c "exec('try:\n import yfinance\n print(\'yfinance \' + yfinance.__version__ + \' installed\')\nexcept Exception:\n print(\'YFINANCE_NOT_INSTALLED\')')"`
17```
18
19If `YFINANCE_NOT_INSTALLED`, install it:
20
21```python
22import subprocess, sys
23subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])
24```
25
26If already installed, skip to the next step.
27
28---
29
30## Step 2: Identify the Ticker and Gather Estimate Data
31
32Extract the ticker from the user's request. Fetch all estimate-related data in one script.
33
34```python
35import yfinance as yf
36import pandas as pd
37
38ticker = yf.Ticker("AAPL") # replace with actual ticker
39
40# --- Estimate data ---
41…

Excerpt shown under the repository's MIT license.

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