AI-Powered Technical Analysis in Excel

Creates professional technical analysis reports for Yahoo Finance tickers:

• Pulls live price data from Yahoo Finance through a custom API layer
• Processes technical indicators using the Python Finta package
• Converts daily OHLCV data into weekly Mon-Fri timeframes
• Builds advanced charts with dynamic scaling using Matplotlib
• Sends charts to the Gemini Vision API for technical analysis
• Generates PDF and HTML reports with embedded charts and tables
• Automatically updates report URLs in Excel

1. Download and Install:
   • Download the Excel file using the button above
   • Install xlwings Lite from the Add-in button in Excel
2. Get a Gemini API Key:
   • Go to aistudio.google.com
   • Navigate to "Get API Key -> Create AI Key"
   • Free, takes less than a minute (no credit card required)
3. Enter Your Data:
   • Input a stock ticker symbol and date ranges
   • Run 'Generate Technicals Only' for charts and tables
   • Run 'Generate AI Analysis' for AI analysis with charts
4. View Reports: click the generated URLs to view PDF and HTML reports

Multi-tier architecture orchestration:

Data Processing

• Excel frontend with xlwings Lite integration
• Python backend for data processing and chart generation
• Custom FastAPI server for Yahoo Finance data retrieval
• Pandas for data manipulation and time series resampling

Visualization & Analysis

• Matplotlib for professional-grade technical charts
• Finta package for technical indicator calculations
• Gemini Vision API for chart pattern recognition
• Base64 encoding for image transmission

Report Generation

• Custom FastAPI server for markdown to PDF/HTML conversion
• Professional formatting with custom styles
• Automatic URL generation and updates in Excel
• Interactive HTML reports with embedded charts

Architecture Flow