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YFIN Bot
Custom GPT for financial analysis and data retrieval from Yahoo Finance
A Custom GPT solution that pulls comprehensive financial data from Yahoo Finance, including balance sheets, income statements, cash flows, and quarterly reports for listed equities.
What This Gpt Does
This GPT specializes in fetching comprehensive financial data from Yahoo Finance:
- Annual Balance Sheet data
- Annual Income Statement data
- Annual Cash Flow Statement
- Quarterly Income Statement data
- Market Capitalization details
- Free Float Number of Shares
- Total Outstanding Shares
- Adjusted Closing Price data (with date range)
- Company info with over 100 data points
- Support for multiple Yahoo Finance ticker symbols
How To Use
Pull data for any Yahoo Finance symbol - stocks, indices, commodities, or any other listed instrument:
Get Price & Market Data:
- Pull adjusted closing prices for any date range
- Simply provide the Yahoo Finance symbol (or ask GPT to find it)
- Specify start and end dates for historical data
Access Financial Data:
- Request any financial statements (as detailed above)
- Get data in CSV format if needed
- Multiple symbols supported for comparison
Advanced Features:
- Ratio analysis and statistical insights
- Custom Python analysis through code interpreter
- Compare multiple instruments
How It Works
The YFIN Bot is built using modern AI and web technologies.
API Architecture:
- Custom FastAPI endpoint for data retrieval
- Python backend using yfinance package
- Secure web deployment with proper authentication
- Optimized for handling multiple stock symbols
AI Integration:
- Built using Gen AI technologies
- Developed with assistance from ChatGPT/Gemini
- Automated data processing and analysis
- Intelligent handling of financial data structures
Current Use Case:
Pulling balance sheets, income statements, and cash flows for listed equities. Enabling industry-level analysis of specific line items for groups of stocks, with line items and stock groups varying based on analysis requirements.
Resources
FastAPI Server & Custom GPT Setup:
https://github.com/amararun/shared-yfin-coolify
Complete repository with FastAPI server code and JSON schema required for Custom GPT setup
Source: tigzig.com | Open source AI tools for analytics, databases & automation | Amar Harolikar