Yahoo Finance Analyzer: Stock Data to AI-Powered Reports

Company profile, financial statements, technical indicators and charts, and an AI-written PDF and HTML report, directly in Excel using xlwings Lite.

Download Excel Watch Video Guide

What This App Does

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Pull stock data, perform technical analysis, and generate AI reports:

  • Pull stock profiles from Yahoo Finance
  • Retrieve historical prices and financials
  • Compute technical indicators in Python (EMA, RSI, ROC, MACD, Bollinger, Stochastic, Williams %R) and draw daily and weekly charts
  • AI-written technical analysis report (PDF and HTML) from the TIGZIG Technical Analysis API, Claude Sonnet 5.5 or Opus 5.5
  • No API key needed
  • Financial statements (P&L, Balance Sheet, Cash Flow)

Important Note

YLENS is a working prototype demonstrating xlwings Lite capabilities. Not investment advice. AI/automation in live use requires iteration, validation, and human judgment.

How to Use

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  1. Download & Install: get the app above and install xlwings Lite
  2. Enter a symbol: any Yahoo Finance symbol in MASTER C7 (GOOG, RELIANCE.NS, ^NSEI). Dates are optional: empty means the last 6 months daily and 3 years weekly
  3. Click the buttons in order:
    • 1. Company Profile - company details, valuation, dividends, executives
    • 2. Financial Statements - annual P&L, balance sheet, cash flow, quarterly P&L
    • 3. Prices & Charts - prices, indicators and charts
    • 4. AI Report (PDF + HTML) - about a minute; links appear on MASTER (20 reports a day per IP address)

How It Works

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Data Retrieval

  • xlwings Lite calls the TIGZIG Yahoo Finance API (a FastAPI server using yfinance), open and with no key
  • The API allows requests from the browser (CORS), so Excel calls it directly

Technical Analysis

  • Indicators are computed in plain pandas inside Excel and added as columns to the daily and weekly prices
  • Weekly bars (weeks ending Friday) are built from the daily prices
  • Charts are drawn with matplotlib and placed on the CHARTS sheet

AI Reporting

  • The symbol and dates go to the TIGZIG Technical Analysis API (ta.tigzig.com)
  • The server pulls the data, draws the charts and has Claude write the analysis
  • The report comes back as PDF and HTML links

Resources

xlwings Lite

Built with xlwings Lite

Created by Felix Zumstein, it brings Python into Excel seamlessly - enabling native support for databases, AI agents, LLMs, advanced analytics, ML, APIs, and complete automation workflows.

Bugs,issues,questions? Drop a note: amar@harolikar.com