Finance CLI

Finance CLI helps analysts, quants, and research workflows pull SEC filings, read PDFs and HTML, extract filing tables, run finance formulas, fetch market context, and test VectorBT strategies from one command-line interface.

It is designed for repeatable public-company research: commands in, structured output out.

Agents can start from llms.txt, tools.json, the Agent Guide, or AI Integration & Skills.

Quick StartBrowse Use CasesCommand Reference

research session

python -m pip install -U finresearch-cli

finance filings.recent AAPL --output json
finance filings.statement AAPL statement=income --output json
finance document.scan filing.html query="gross margin" --output json

FilingsSEC discovery and XBRL statementsFind filings, read sections, inspect reports, and pull statement rows.DocumentsPDF, HTML, table, and OCR workflowsRead documents, scan phrases, open windows, and extract tables.Market DataQuotes, history, calendars, sectorsFetch market context before deeper company research.Finance MathFormulas, valuation, and estimatesRun deterministic calculations from explicit assumptions.BacktestingVectorBT strategy and factor helpersCreate payloads, run simulations, and inspect strategy outputs.AgentsLLM-ready command routingUse schemas, JSON output, source attribution, and playbooks.

Why This Exists

You can already combine notebooks, yfinance, SEC downloads, PDF parsers, spreadsheet formulas, and backtesting libraries by hand. That works until every company or question needs a slightly different glue script.

Finance CLI packages those recurring research steps into terminal commands with consistent JSON output. The goal is not to hide the underlying sources. It is to make common research moves easy to repeat, inspect, diff, and automate.

Use-Case Reference

If you know the research job but not the exact command, start from the Namespaces page. It groups commands by setup, filings, market discovery, evidence gathering, calculators, and backtesting.

Machine-Readable Entry Points

File	Use it for
llms.txt	Compact LLM entry point and read order.
llms-full.txt	Full command routing context and playbooks.
tools.json	Command schemas, side effects, citation fields, and agent routing hints.
openapi.json	OpenAPI-style adapter contract for MCP/plugin wrappers.
finance-cli-skills.zip	Skill package for agents that support local skills.

Install

python -m pip install -U finresearch-cli

The default install includes SEC filing access, PDF parsing, Camelot table extraction, PaddleOCR fallback, Yahoo market data, finance formulas, and VectorBT backtests.