YFIN Bot: Custom GPT for Financial Analysis

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.

• Try YFIN Bot GPT

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 in "What This GPT Does").
  • 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: Complete repository with FastAPI server code and JSON schema required for Custom GPT setup.