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Yahoo Finance Analyzer: Stock Data to AI-Powered Reports

Technical indicators, Gemini AI analysis, and PDF report generation directly in Excel using xlwings Lite.

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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 (EMA, RSI, MACD, Bollinger)
  • AI-powered analysis via Gemini
  • Generate styled PDF reports
  • 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. Get Gemini API key: free at aistudio.google.com
  3. Built-in Functions:
    • get_profile - company info
    • get_prices - historical prices
    • create_technicals - calculate indicators
    • get_technical_analysis_from_gemini
  4. Enter tickers: Yahoo symbols (AAPL, ^NSEI, etc.)

How It Works

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Data Retrieval

  • xlwings Lite calls a custom FastAPI server
  • FastAPI uses yfinance to fetch Yahoo Finance data
  • Server handles CORS issues from the browser environment

Technical Analysis

  • finta package calculates EMA, RSI, MACD
  • Indicators added as new columns to price data
  • Data prepared for AI analysis

AI Reporting

  • Price data + indicators sent to Gemini
  • Markdown output styled via FastAPI server
  • Converted to PDF via the md2pdf service

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: [email protected]