# Financial analysis and data retrieval from Yahoo Finance

Financial analysis and data retrieval from Yahoo Finance

## Links
- App: https://chatgpt.com/g/g-I8qaXJauP-get-equity-data-balance-sheet-p-l-cash-flow
- Docs: https://tigzig.com/app-documentation/yfin-bot.html

## Tags
chatgpt-integrations

## Documentation

    - [Try the GPT](https://chatgpt.com/g/g-I8qaXJauP-get-equity-data-balance-sheet-p-l-cash-flow)

# 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](https://github.com/amararun/shared-yfin-coolify)

Complete repository with FastAPI server code and JSON schema required for Custom GPT setup