# Custom GPT for Portfolio stats, Technical Analysis, Yahoo Finance

Custom GPT for Portfolio stats, Technical Analysis, Yahoo Finance

## Links
- App: https://chatgpt.com/g/g-680a0fba9cd481919073d474bee520fb-quantstats-and-technical-analysis
- Docs: https://tigzig.com/app-documentation/quantstats-portfolio-gpt.html

## Tags
chatgpt-integrations, portfolio-analysis

## Documentation

    - [Try the GPT](https://chatgpt.com/g/g-680a0fba9cd481919073d474bee520fb-quantstats-and-technical-analysis)

# Quants GPT

        Custom GPT for Portfolio stats, AI Powered Technical Chart Analysis & Yahoo Finance extraction
        Custom ChatGPT with QRep (Powered by QuantStats) analysis, Technical Analysis, and Security Performance Reports via FastAPI-MCP servers with OpenAPI schema integration.

## What This Gpt Does

QRep Analysis:

Powered by QuantStats-Lumi package with bug fixes from original library

- Provides risk-return ratios (CAGR, Sharpe, Sortino) for single symbol vs benchmark

- Generates professional HTML reports with visualizations

Technical Analysis:

- Live price data with technical indicators using Finta package

- Advanced charts with Matplotlib and Gemini Vision API analysis

- PDF and HTML reports with embedded visuals

Security Performance Report (SPR):

- Multi-symbol portfolio analysis using custom calculations + FFN library

- Interactive daily returns charts with comprehensive risk metrics

- Professional HTML reports with CSV exports for detailed analysis

Detailed Methodology & Validation: [https://ffn.tigzig.com/static/docs/SPR_QS_METHODOLOGY.html](https://ffn.tigzig.com/static/docs/SPR_QS_METHODOLOGY.html)

## How To Use

Ask the GPT to guide you with these examples:

QRep Analysis:

- Example: "Compare AAPL against QQQ from January 2020 to March 2023"

- Specify symbol, benchmark (default: ^GSPC), and time range

Technical Analysis:

- Example: "Analyze MSFT with RSI, MACD and Bollinger Bands for the past 6 months"

- Specify symbol, timeframe, and desired indicators

Security Performance Report:

- Example: "Generate SPR for AAPL,MSFT,GOOG from 2020-01-01 to 2023-12-31"

- Provide multiple symbols and date range for comprehensive analysis

OpenAPI Schema Integration:

- Each MCP server codebase includes OpenAPI schema in docs folder

- Add schemas as Custom Actions in ChatGPT GPT builder for full integration

## How It Works

- QRep Analysis

- Backend QRep MCP server powered by QuantStats-Lumi package

- GPT connects via OpenAPI schema to MCP server

- Returns formatted HTML report with risk-return metrics

- Technical Analysis

- FastAPI Technical Analysis service processes requests

- Converts daily to weekly data, computes indicators with Finta

- Generates charts via Matplotlib, analyzes with Gemini Vision API

- Returns Markdown responses, converts to PDF/HTML reports

- Security Performance Report (SPR)

- Dual methodology: custom calculations for core metrics + FFN library

- FastAPI backend with MCP integration for AI/LLM interactions

- Processes multiple symbols with data quality filters

- Generates HTML reports with matplotlib charts and CSV exports

- Integration Layer

- Custom GPT connects to FastAPI endpoints via OpenAPI JSON schemas

- All servers use fastapi-mcp for MCP protocol support

- OpenAPI schemas available in docs folder of each codebase

## How To Replicate

- Deploy Backend Servers

- Deploy FastAPI-MCP servers:

- QRep Analysis server (powered by QuantStats-Lumi package)

- Technical Analysis server

- Security Performance Report (SPR) MCP Server

- Deploy Markdown-to-PDF conversion server

- All GitHub repos include build guides and installation instructions

- Setup Custom GPT

- Create a new Custom GPT in ChatGPT

- Copy OpenAPI JSON Schemas from docs folder of each MCP server repository

- Configure Custom Actions to point to your deployed endpoints

- Set appropriate instructions to handle all analysis types

## Resources

QRep MCP Server:

[https://rex.tigzig.com/mcp-server-quantstats](https://rex.tigzig.com/mcp-server-quantstats)

Detailed documentation for the QRep MCP server. Custom GPT and Flowise schema in docs folder.

Technical Analysis MCP Server:

[https://rex.tigzig.com/mcp-server-technical-analysis](https://rex.tigzig.com/mcp-server-technical-analysis)

Detailed documentation for the Technical Analysis MCP server

Security Performance Report MCP Server:

[https://rex.tigzig.com/mcp-server-ffn](https://rex.tigzig.com/mcp-server-ffn)

Multi-symbol portfolio analysis with dual methodology (custom + FFN)

SPR vs QRep Methodology:

[https://ffn.tigzig.com/static/docs/SPR_QS_METHODOLOGY.html](https://ffn.tigzig.com/static/docs/SPR_QS_METHODOLOGY.html)

Detailed comparison, validation results, and methodology documentation

QuantStats-Lumi Package:

[https://github.com/Lumiwealth/quantstats_lumi](https://github.com/Lumiwealth/quantstats_lumi)

Lumiwealth's fork of QuantStats with important bug fixes and improvements

## Built On

OpenAI's GPT Platform - This dual-purpose custom GPT leverages ChatGPT's capabilities to provide an intuitive interface for both portfolio performance analysis and technical analysis.