yfinance_get_analyst_estimates
Fetch consensus estimates, EPS/revenue trends, revisions, recommendations, and earnings history.
LABSCO SUMMARY
Market data with no key to procure, and a surface wide enough to answer a question without a second source.
Most free market-data servers stop at quotes; this one carries option chains, institutional holders, fund composition and a screener query tree in the same tool list, which is what lets a single conversation go from "what is this company" to "what does the chain look like at that expiry". The trade is that every answer inherits Yahoo's coverage and Yahoo's field names, so a thinly covered symbol returns thin analyst data rather than an error. Row-heavy sections come back capped by default and report that they were truncated — ask for all rows explicitly when you need the whole list.
What it is
A server over Yahoo Finance: quotes and fundamentals, analyst coverage, price history and charts, options, holders, screeners, news and search.
What you get
- A single-call company picture: current and previous close, the day's range, the fifty-two week high and low, market cap and valuation metrics, sector, industry and business summary
- The analyst side in three shapes — consensus targets as current, low, high, mean and median; estimate and revision trends; and dated upgrades, downgrades and initiations with firm and prior grade
- Price history by period and interval, pre- and post-market included, as a Markdown table — or drawn as a candlestick, VWAP or volume-profile chart returned as a compact image
- Income statement, balance sheet and cash flow, annually, quarterly or trailing twelve months
- Options in two steps: available expiration dates, then the chain with strike, bid and ask, volume, open interest and implied volatility
- Screeners covering predefined Yahoo keys, custom equity, mutual-fund and ETF query trees, and a gapper screen tuned by minimum market cap, price, volume and percent change
- Ownership and fund internals: major, institutional and mutual-fund holders, insider transactions and roster, and ETF or fund composition, holdings and exposures
- Sector rankings — top ETFs, funds, companies, growth leaders and performers within one of the eleven Yahoo sectors
Requirements
Python 3.12 or newer and uv, or the published Docker image. Nothing else — no account, no key. What comes back is whatever Yahoo Finance carries for that symbol: analyst coverage and available fields vary from symbol to symbol, and a section that fails does not discard the ones that worked. MIT.
Setup effort
One command — uvx yfmcp@latest
USE CASES
01
Sizing up a company you just heard mentioned
Resolve the name to a symbol, pull the one-call profile with price, valuation and business summary, then read what has been written about it lately.
02
Checking whether the street has moved on a name
Read the consensus target spread first, then the dated actions behind it, and the estimate revisions that say which way the numbers are heading.
03
Building a watchlist before the open
Screen for names gapping on the criteria you set, then pull each one's recent bars — as a table, or as a chart when the shape matters more than the numbers.
04
Pricing an option position
Ask which expirations exist before requesting a chain, then pull calls or puts for the one you want with strikes, quotes and implied volatility.
05
Finding out who actually holds the stock
Read the ownership split and the institutions behind it, and where the holder is a fund, look through to what that fund is holding.
06
Finding the strongest names in a sector
Ask for the top companies, growth leaders or performing names in a sector, then take the interesting ones into the profile and price tools.
15 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
yfinance_get_analyst_price_targets
Fetch the current price and analyst consensus price targets for a stock.
Returns a JSON object with the fields supplied by Yahoo Finance:
- current: Current market price
- low: Lowest analyst price target
- high: Highest analyst price target
- mean: Mean analyst price target
- median: Median analyst price target
Analyst coverage and available fields vary by symbol.
yfinance_get_financials
Fetch financial statements (income statement, balance sheet, and cash flow) with historical data.
Returns JSON with income statement, balance sheet, and cash flow data across reporting periods.
Use the data to analyze trends, calculate ratios, or compare periods.
yfinance_get_fund_data
Fetch ETF or mutual-fund composition, holdings, exposures, ratings, and operating details.
yfinance_get_holders
Fetch major holders, institutional holders, mutual fund holders, and insider data.
Returns JSON with:
- major_holders: Aggregated breakdown including insider % held, institutional % held, institutional % float held, and institution count.
- institutional_holders: List of institutional investors with shares held, date reported, value, and % change.
- mutualfund_holders: List of mutual fund holders with same fields.
- insider_transactions: Recent insider transactions including shares, value, transaction type, and date.
- insider_purchases: Summary of insider buy/sell activity over the last 6 months.
- insider_roster: List of known insiders by name and position.
Use this to analyze ownership concentration, insider activity, and institutional interest.
yfinance_get_option_chain
Fetch option chain data (calls and puts) for a stock with available strike prices.
Returns JSON with calls and/or puts data for each expiration date.
JSON fields include:
- contractSymbol: Option contract identifier
- strike: Strike price
- lastPrice: Last traded price
- bid/ask: Bid and ask prices
- volume: Trading volume
- openInterest: Open interest
- impliedVolatility: Implied volatility (IV)
- inTheMoney: Whether option is ITM
- contractSize: Contract size (REGULAR)
- currency: Currency (USD)
Use this to analyze options pricing, IV surfaces, and strike levels.
yfinance_get_option_dates
Fetch available option expiration dates for a stock.
Returns JSON array of expiration dates in YYYY-MM-DD format.
Use these dates with the 'yfinance_get_option_chain' tool to fetch the options chain for a specific date.
yfinance_get_price_history
Fetch historical price data and optionally generate technical analysis charts.
When chart_type is None, returns Markdown table with columns:
- Date: Trading date (index)
- Open: Opening price
- High: Highest price
- Low: Lowest price
- Close: Closing price
- Volume: Trading volume
- Dividends: Dividend payments (if any)
- Stock Splits: Split events (if any)
When chart_type is specified, returns a chart image:
- 'price_volume': Candlestick chart with volume bars
- 'vwap': Price with Volume Weighted Average Price overlay
- 'volume_profile': Volume distribution by price level
Set prepost=True to include pre-market and post-market data when available.
Note: Not all period/interval combinations are valid. Minute intervals (1m, 5m, etc.) only work with short periods (1d, 5d).
yfinance_get_ticker_info
Retrieve comprehensive stock data including company information, financials, trading metrics and governance.
Returns JSON object with fields including:
- Company: symbol, longName, sector, industry, longBusinessSummary, website, city, country
- Price: currentPrice, previousClose, open, dayHigh, dayLow, fiftyTwoWeekHigh, fiftyTwoWeekLow
- Valuation: marketCap, enterpriseValue, trailingPE, forwardPE, priceToBook, pegRatio
- Trading: volume, averageVolume, averageVolume10days, bid, ask, bidSize, askSize
- Dividends: dividendRate, dividendYield, exDividendDate, payoutRatio
- Financials: totalRevenue, revenueGrowth, earningsGrowth, profitMargins, operatingMargins
- Performance: beta, fiftyDayAverage, twoHundredDayAverage, trailingEps, forwardEps
Note: Available fields vary by security type. Timestamps are converted to readable dates.
yfinance_get_ticker_news
Fetch recent news articles and press releases for a specific stock.
Returns JSON array where each news item has:
- id: Unique article identifier
- content: Object containing:
- title: Article headline
- summary: Brief article summary
- pubDate: Publication date (ISO 8601 format)
- provider: Object with displayName (e.g., "Yahoo Finance") and url
- canonicalUrl: Object with article url, site, region, lang
- thumbnail: Object with image URLs and resolutions
- contentType: Type of content (e.g., "STORY", "VIDEO")
Use this to track company announcements, market sentiment, and breaking news.
yfinance_get_top
Get top-ranked financial entities within a sector.
This unified tool provides access to various rankings:
- ETFs and mutual funds focused on the sector
- Largest companies by market capitalization
- Fastest-growing companies by revenue/earnings
- Best-performing stocks by price appreciation
Returns JSON data with relevant metrics for each entity type.
yfinance_get_upgrades_downgrades
Fetch analyst upgrades, downgrades, initiations, and price target changes.
Returns analyst actions newest first. Fields supplied by Yahoo Finance can include:
- GradeDate: Date and time of the analyst action
- Firm: Analyst firm name
- ToGrade and FromGrade: New and previous ratings
- Action: Rating action, such as upgrade, downgrade, initiation, or reiteration
- priceTargetAction: Price target action, such as Raises, Lowers, or Maintains
- currentPriceTarget and priorPriceTarget: New and previous price targets
Available fields vary by symbol and analyst action.
yfinance_screen
Run a Yahoo Finance screener query.
Supports predefined Yahoo screener keys and custom equity, mutual-fund, or ETF query trees.
yfinance_screen_gappers
Run a custom equity screener tuned for opening-session stock gappers.
yfinance_search
Search Yahoo Finance for stocks, ETFs, and news articles.
Returns JSON with search results based on search_type:
- 'quotes': Array of securities with:
- symbol: Ticker symbol
- shortname/longname: Company name
- quoteType: Security type (EQUITY, ETF, MUTUALFUND, etc.)
- exchange: Exchange code
- sector: Business sector
- industry: Industry classification
- score: Search relevance score
- 'news': Array of articles with:
- uuid: Article identifier
- title: Headline
- publisher: News source
- link: Article URL
- providerPublishTime: Unix timestamp
- relatedTickers: Array of related symbols
- thumbnail: Image URLs
- 'all': Object with both 'quotes' and 'news' arrays
Use this to find ticker symbols, discover related securities, or search financial news.
BEFORE YOU INSTALL
What to know first
Tools you get
15 tools when we connected.
Requires
- uvx on PATH
- Python ≥ 3.12
Where it runs
Both documented setups run the server on your machine.
CONTEXT COST
Moderate Standing cost
Rated by the size of the 15 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Server setup
TERMINAL
uvx yfmcp@latestMCP Clients
Any MCP client — uvx
ANY MCP CLIENT — UVX · JSON
{
"mcpServers": {
"yfmcp": {
"command": "uvx",
"args": [
"yfmcp@latest"
]
}
}
}Any MCP client — Docker
ANY MCP CLIENT — DOCKER · JSON
{
"mcpServers": {
"yfmcp": {
"command": "docker",
"args": [
"run",
"-i",
"--rm",
"narumi/yfinance-mcp"
]
}
}
}
