# Portfolio & Quantitative Analysis

Stock analysis, portfolio performance reports, AI technical analysis, Yahoo Finance data. QRep security analytics reports, security performance reviews.

## Apps (7)

### Quants Agent - Portfolio Analytics Chat Interface
- App: https://portfolio-react.tigzig.com
- Docs: https://tigzig.com/app-documentation/n8n-tech-analysis.html
- AI Docs: https://tigzig.com/ai/apps/n8n-tech-analysis.md
- React-based chat interface for portfolio analysis connecting to n8n workflows with 5 integrated MCP-FastAPI backend servers. Provides QuantStats analysis, AI technical analysis, security performance reports, Yahoo Finance data, and PDF report generation.

### Quants Suite - Portfolio Analysis Suite
- App: https://portfolio-iframe.tigzig.com
- Docs: https://tigzig.com/app-documentation/portfolio-analysis-suite.html
- AI Docs: https://tigzig.com/ai/apps/portfolio-analysis-suite.md
- Comprehensive web interface combining multiple quantitative analysis tools: QRep portfolio performance, security performance reports, AI technical analysis, financial data, and historical prices. Built with Google AI Studio, connects to multiple FastAPI-MCP backend servers.

### QRep - Security Analytics Reports
- App: https://qrep.tigzig.com
- Docs: https://tigzig.com/app-documentation/qrep.html
- AI Docs: https://tigzig.com/ai/apps/qrep.md

### Risk-Return report for Yahoo Finance symbols (Old UI)
- App: https://quantstats-h.tigzig.com
- Docs: https://tigzig.com/app-documentation/quantstats-form.html
- AI Docs: https://tigzig.com/ai/apps/quantstats-form.md
- Risk-Return report for Yahoo Finance symbols (Old UI)

### Custom GPT for Portfolio stats, Technical Analysis, Yahoo Finance
- App: https://chatgpt.com/g/g-680a0fba9cd481919073d474bee520fb-quantstats-and-technical-analysis
- Docs: https://tigzig.com/app-documentation/quantstats-portfolio-gpt.html
- AI Docs: https://tigzig.com/ai/apps/quantstats-portfolio-gpt.md
- Custom GPT for Portfolio stats, Technical Analysis, Yahoo Finance

### Technical analysis with Yahoo Finance, Finta, Gemini Vision (OLD)
- App: https://chat.openai.com/g/g-680a0fba9cd481919073d474bee520fb-technical-analysis-report
- Docs: https://tigzig.com/app-documentation/technical-analysis-gpt.html
- AI Docs: https://tigzig.com/ai/apps/technical-analysis-gpt.md
- Technical analysis with Yahoo Finance, Finta, Gemini Vision (OLD)

### Financial analysis and data retrieval from Yahoo Finance
- 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
- AI Docs: https://tigzig.com/ai/apps/yfin-bot.md
- Financial analysis and data retrieval from Yahoo Finance

## Blog Posts (33)

- [Nifty and S&P 500 Down - Run a Technical Analysis Check. 9 LLMs Compared.](https://tigzig.com/post/qsuite-nifty-sp500-technical-analysis-llm-comparison.html) — Tags: technical-analysis
  QSUITE AI technical analysis tool with 9 LLM choices including GPT 5.4 and Claude Sonnet 4.6. Generates daily and weekly charts, support/resistance, MACD, RSI, Bollinger Bands, volume analysis, price outlook in PDF and HTML. Comparison of all 9 models on S&P 500 and Nifty 50 for the same period.
  AI-readable: https://tigzig.com/ai/posts/qsuite-nifty-sp500-technical-analysis-llm-comparison.md
- [Rolling Returns: Why CAGR Alone Can Mislead You (And What To Use Instead)](https://tigzig.com/post/rolling-returns-why-cagr-alone-can-mislead-you.html) — Tags: mutual-funds, portfolio-analytics, duckdb
  Explains why point-to-point CAGR is fragile and how rolling returns provide a more reliable picture of fund performance. Covers the difference between rolling window and evaluation period, the ASOF JOIN computation in DuckDB SQL, minimum gap thresholds, CAGR vs absolute return for sub-1-year windows, and how to read each column (average, median, min, max, % negative, observations). Includes validation results across 7,485 data points within 0.50 bps of Excel. Live on MFPRO with 95 funds and 9 indices.
  AI-readable: https://tigzig.com/ai/posts/rolling-returns-why-cagr-alone-can-mislead-you.md
- [S&P 500 Drawdown Analysis with QREP](https://tigzig.com/post/sp500-drawdown-qrep-analysis.html) — Tags: portfolio-analytics, technical-analysis
  S&P 500 drawdown analysis using QREP - Security Analytics Reports tool. How many drawdowns in 20 years, how long, how deep. One-click drawdown charts and metrics powered by QuantStats. Also covers interactive technical analysis charts, performance and risk KPIs, advanced ratios, and multi-security comparison up to 6 securities.
  AI-readable: https://tigzig.com/ai/posts/sp500-drawdown-qrep-analysis.md
- [Claude in Excel + MCP + xlwings Lite + Claude Code: Combining the 4 for power impact.](https://tigzig.com/post/claude-in-excel-mcp-xlwings-lite-claude-code-combining-4-tools.html) — Tags: claude-in-excel, mcp, xlwings-lite, ai-coders, portfolio-analytics
  Live walkthrough of S&P 500 forward returns scenario model built with four tools. Claude in Excel pulls data via YFIN MCP server and builds MAP/LAMBDA formula model. Claude Code validates offline with independent Python recomputation - catches a formula error that in-Excel checks missed. xlwings Lite generates distribution charts (fan, ridgeline, raincloud) from Python into Excel. Covers when to use each tool and MCP architecture for client work.
  AI-readable: https://tigzig.com/ai/posts/claude-in-excel-mcp-xlwings-lite-claude-code-combining-4-tools.md
- [Now live - MFPRO v2 - Mutual Fund Analytics (India) - now with rolling returns, custom eval periods, multi-period & multi-instrument comparisons](https://tigzig.com/post/mfpro-v2-mutual-fund-analytics-rolling-returns.html) — Tags: mutual-funds, portfolio-analytics
  MFPRO v2 release for Indian mutual fund analytics. Adds rolling return statistics (1Y/3Y/5Y windows with average, median, min, max), custom evaluation periods, multi-fund and multi-index return comparisons across 95 funds and 9 indices. Includes downloadable NAV data, Excel templates for independent verification, multi-period holdings comparison, and index constituent analysis. Data from Jan 2013, auto-synced twice daily.
  AI-readable: https://tigzig.com/ai/posts/mfpro-v2-mutual-fund-analytics-rolling-returns.md
- [QRep - Powered by QuantStats. Live Now.](https://tigzig.com/post/qrep-quantstats-security-analytics-live.html) — Tags: portfolio-analytics, technical-analysis
  Launch announcement for QRep, a security analytics tool built on Ran Aroussi's QuantStats and yfinance libraries. Provides 90+ KPIs across risk, returns, ratios and drawdown metrics. Features HTML and PDF reports, CSV downloads, interactive technical analysis charts with adjustable parameters, and instant symbol search without needing Yahoo Finance ticker lookup. Part of Tigzig Analyst suite.
  AI-readable: https://tigzig.com/ai/posts/qrep-quantstats-security-analytics-live.md
- [U.S. Markets (S&P 500) vs India (Nifty 50) - is the returns profile reversing?](https://tigzig.com/post/sp500-vs-nifty50-returns-profile-reversing.html) — Tags: portfolio-analytics
  Comparative returns analysis of S&P 500 vs Nifty 50 across six time horizons (1 to 18 years). Shows Nifty 50 leading long-term but S&P 500 pulling ahead over the last 2-3 years. Generated using the Portfolio Analysis Suite at quants.tigzig.com. Charts available as downloadable PDF. Educational analysis, not investment advice.
  AI-readable: https://tigzig.com/ai/posts/sp500-vs-nifty50-returns-profile-reversing.md
- [NIFTY50 - 30 Day Forward Return Analysis Feb 2008 to 2026 - Claude in Excel with Python, Lambdas and Advanced Formulas](https://tigzig.com/post/nifty50-30-day-forward-return-analysis-claude-in-excel.html) — Tags: claude-in-excel, portfolio-analytics
  Nifty50 forward return analysis built entirely in Claude in Excel. For each trading day from 2008-2026, computes 30 forward returns with quintile cuts (P20-P80), positive/negative day counts, and confidence intervals. Uses Python for initial computation, then validates with manual formulas, LET+SEQUENCE, and named LAMBDA functions. MAP, REDUCE, and SCAN with LAMBDA for trade diagnostics. Completed in 2.5 hours across two sessions.
  AI-readable: https://tigzig.com/ai/posts/nifty50-30-day-forward-return-analysis-claude-in-excel.md
- [Claude in Excel - Nifty50 Return Distribution Analysis (30 days forward) 2008 to 2026](https://tigzig.com/post/claude-in-excel-nifty50-return-distribution-analysis.html) — Tags: claude-in-excel, portfolio-analytics
  Claude in Excel used to compute Nifty50 30-day forward return distributions from 2008-2026. For each trading day, calculates 30 forward returns and extracts quintile cuts (P20-P80) plus positive/negative day counts. Built after 15-20 minutes of brainstorming with Claude on methodology. Includes manual validation for a single day and reconstructed Python code output. Shared as downloadable Excel file.
  AI-readable: https://tigzig.com/ai/posts/claude-in-excel-nifty50-return-distribution-analysis.md
- [Found a Python library that does all the heavy lifting for working with SEC EDGAR API - EdgarTools from Dwight Gunning](https://tigzig.com/post/edgartools-sec-edgar-python-library.html) — Tags: portfolio-analytics, fastapi
  Review of EdgarTools Python library by Dwight Gunning for SEC EDGAR data. Features built-in XBRL standardization for cross-company financial comparison, 10-30x speed improvement via PyArrow and lxml, automatic SEC rate limit compliance, and coverage of 10-K, 10-Q, 8-K, 13F, and Form 4 filings. Includes built-in MCP server for AI tool integration. Author is using it as backbone for a FastAPI quarterly comparison tool.
  AI-readable: https://tigzig.com/ai/posts/edgartools-sec-edgar-python-library.md
- [Quants Agent: Now with LLM Choices for Technical Analysis Reports](https://tigzig.com/post/quants-agent-llm-choices-technical-analysis-reports.html) — Tags: technical-analysis, portfolio-analytics
  Quants agent update adding LLM model selection for AI technical analysis reports. Pipeline: fetches OHLCV from Yahoo Finance via yfinance, calculates EMAs, MACD, RSI, ROC, Bollinger Bands via finta, generates matplotlib charts, sends to chosen LLM (including GPT-5.2, Claude Sonnet 4.5) via OpenRouter for interpretation, converts to styled PDF and interactive HTML via markdown-to-PDF service. Open source.
  AI-readable: https://tigzig.com/ai/posts/quants-agent-llm-choices-technical-analysis-reports.md
- [Bitcoin Down nearly 30% in 25 days. What Does AI Technical Analysis Say?](https://tigzig.com/post/bitcoin-down-nearly-30-in-25-days-what-does-ai-technical-analysis-say.html) — Tags: technical-analysis
  Demonstrates the quants agent at quants.tigzig.com generating AI technical analysis for Bitcoin during a 30% decline. Default model Gemini 2.5 Flash produces reports in 30-45 seconds; premium models (GPT 5.1, Claude Sonnet 4.5) take 2-4 minutes but catch more patterns. Reports include daily and weekly charts with AI interpretation. Author notes disagreement with the AI's outlook as example of using it as one input among many. Open source.
  AI-readable: https://tigzig.com/ai/posts/bitcoin-down-nearly-30-in-25-days-what-does-ai-technical-analysis-say.md
- [Gold up 2.3X past 2 years. But what about the 10 years drawdown in between.](https://tigzig.com/post/gold-up-2-3x-past-2-years-but-what-about-the-10-years-drawdown-in-between-as-buffett-says.html) — Tags: portfolio-analytics
  Analysis of gold's historical drawdown risk using the open-source Quants Agent at quants.tigzig.com. Despite gold's 2.3X rise over 2 years, the post highlights the brutal 10-year drawdown from 2011 to 2020. References Buffett's 2011 letter on gold as a non-productive asset and Goldman Sachs forecasts. Includes SPR report generation instructions.
  AI-readable: https://tigzig.com/ai/posts/gold-up-2-3x-past-2-years-but-what-about-the-10-years-drawdown-in-between-as-buffett-says.md
- [[ENHANCEMENT] AI Technical Analysis Now Supports Multiple LLM Choices](https://tigzig.com/post/enhancement-ai-technical-analysis-now-supports-multiple-llm-choices.html) — Tags: technical-analysis
  Feature update to the AI Technical Analysis tool at quants-suite.tigzig.com adding multiple LLM options across three tiers: fast (Gemini 2.5 Flash/Lite, ~30 seconds), mid (GPT 4.1/Mini/Nano, Haiku 4.5, ~1 min), and premium (GPT 5.1, Claude Sonnet 4.5, 2-5 mins). Generates daily and weekly technical analysis reports in PDF and HTML.
  AI-readable: https://tigzig.com/ai/posts/enhancement-ai-technical-analysis-now-supports-multiple-llm-choices.md
- [Execute ASAP. Approval granted. Google - against Microsoft & Meta past 15 years, benchmark vs. S&P 500, technicals & quarterlies for all three.](https://tigzig.com/post/execute-asap-approval-granted-google-vs-microsoft-meta.html) — Tags: portfolio-analytics, technical-analysis
  Demonstration of the Quants Agent at quants.tigzig.com generating a full financial report pack (Security Performance Report, AI Technical Analysis, QuantStats, Financials) for Google vs Microsoft vs Meta benchmarked against S&P 500 over 15 years. Single natural language prompt produces PDF, HTML, and CSV outputs in approximately 2 minutes.
  AI-readable: https://tigzig.com/ai/posts/execute-asap-approval-granted-google-vs-microsoft-meta.md
- [Automated Analytics & Reporting with Python in Excel (xlwings Lite). Build Once - Reuse Anywhere.](https://tigzig.com/post/automated-analytics-reporting-with-python-in-excel-xlwings-lite-build-once-reuse-anywhere.html) — Tags: xlwings-lite, python-in-excel, technical-analysis
  Reusable architecture for automated PDF and HTML report generation using xlwings Lite. Demonstrates an AI-driven technical analysis report for Yahoo Finance symbols in 45 seconds. Covers 9 reusable building blocks: API data fetching, Python transformations, Matplotlib charting, multi-modal AI calls, markdown-to-report assembly, and backend URL generation.
  AI-readable: https://tigzig.com/ai/posts/automated-analytics-reporting-with-python-in-excel-xlwings-lite-build-once-reuse-anywhere.md
- [Quants Suite. 5 Reports. Performance, Risk & Technical Analytics.](https://tigzig.com/post/quants-suite-5-reports-performance-risk-technical-analytics.html) — Tags: portfolio-analytics, technical-analysis
  Five-report quantitative analytics suite at quants-suite.tigzig.com covering stocks, indices, commodities, and crypto. Reports include: Security Performance (CAGR, Sharpe, Sortino, drawdowns), AI Technical Analysis (EMAs, Bollinger, MACD, RSI with Gemini analysis), QuantStats (70+ metrics), Yahoo Finance financials (P&L, B/S, cash flow), and price data downloads.
  AI-readable: https://tigzig.com/ai/posts/quants-suite-5-reports-performance-risk-technical-analytics.md
- [Automated Quant Reports with GPT: Run a stock, index, ETF, commodity, or crypto → get 3 formatted reports in minutes.](https://tigzig.com/post/automated-quant-reports-with-gpt-run-a-stock-index-etf-commodity-or-crypto-get-3-formatted-re.html) — Tags: portfolio-analytics, technical-analysis, custom-gpt
  Custom GPT generating three automated quantitative reports for any Yahoo Finance symbol: AI Technicals (daily/weekly charts with Gemini Flash analysis), Security Performance Report (CAGR, Sharpe, Sortino, drawdowns, monthly returns), and QuantStats (60+ KPIs, 10+ charts). All powered by open-source FastAPI-MCP backend servers. Outputs in PDF, HTML, and CSV.
  AI-readable: https://tigzig.com/ai/posts/automated-quant-reports-with-gpt-run-a-stock-index-etf-commodity-or-crypto-get-3-formatted-re.md
- [Monthly MF portfolio files = hours wasted re-formatting. Here’s a tool that fixes it](https://tigzig.com/post/monthly-mf-portfolio-files-hours-wasted-re-formatting-here-s-a-tool-that-fixes-it.html) — Tags: mutual-funds, converters-tools
  Converter utility for Indian mutual fund monthly portfolio disclosure Excel files. Uses AI-powered schema detection to automatically identify data layouts, cross-validates with multiple models, and outputs clean CSVs with ISIN mapping and standardized names. Includes append, transpose, and audit trail utilities. Available at app.tigzig.com/mf-files-ai.
  AI-readable: https://tigzig.com/ai/posts/monthly-mf-portfolio-files-hours-wasted-re-formatting-here-s-a-tool-that-fixes-it.md
- [Security Performance Report for Investors. AI Quant Agent. Live. Open Source. Free.](https://tigzig.com/post/security-performance-report-for-investors-ai-quant-agent-live-open-source-free.html) — Tags: portfolio-analytics
  Open-source AI Quants Agent generating Security Performance Reports with CAGR, Sharpe, Sortino ratios, max drawdown analysis (7 worst periods per security), cumulative returns charts, monthly returns breakdown, and an Anxiety Index. Outputs interactive HTML and CSV downloads. Uses Yahoo Finance tickers. Full methodology documentation with validations included.
  AI-readable: https://tigzig.com/ai/posts/security-performance-report-for-investors-ai-quant-agent-live-open-source-free.md
- [AI Technical Report for Traders- An Open Source Tool](https://tigzig.com/post/ai-technical-report-for-traders-an-open-source-tool.html) — Tags: technical-analysis
  Open-source AI technical analysis report generator for stocks, crypto, and commodities. Produces 6-section PDF/HTML reports covering daily and weekly timeframes with AI-driven outlook. Uses indicators including EMA, MACD, RSI, ROC, and Bollinger Bands. Built on FastAPI-MCP server with Gemini Flash. Designed as a second-opinion tool against manual chart analysis.
  AI-readable: https://tigzig.com/ai/posts/ai-technical-report-for-traders-an-open-source-tool.md
- [AI Technical Analysis Tool](https://tigzig.com/post/ai-technical-analysis-tool.html) — Tags: technical-analysis
  AI-powered technical analysis tool for generating unbiased second-opinion reports on any Yahoo Finance security. Covers multi-timeframe trends, support/resistance levels, EMA, MACD, RSI, and ROC indicators. Outputs clean PDF or HTML reports powered by Gemini 2.5 Flash. Designed for traders who want to challenge their own chart analysis. Open source and customizable.
  AI-readable: https://tigzig.com/ai/posts/ai-technical-analysis-tool.md
- [That 9X return from Nifty Midcap is irrelevant if you couldn't survive the 73% of time it was in drawdown](https://tigzig.com/post/that-9x-return-from-nifty-midcap-is-irrelevant-if-you-couldn-t-survive-the-73-of-time-it-was-in-dra.html) — Tags: portfolio-analytics
  Analysis of drawdown psychology across Nifty 50, L&T, and Nifty Midcap 100 over 18 years using the custom Anxiety Index metric. Nifty Midcap's 9X return came with 73% of time in drawdown. L&T had a single 2,377-day drawdown period. Calculations performed with the free TIGZIG Quants tool. Explains Anxiety Index methodology.
  AI-readable: https://tigzig.com/ai/posts/that-9x-return-from-nifty-midcap-is-irrelevant-if-you-couldn-t-survive-the-73-of-time-it-was-in-dra.md
- [TIGZIG Quants GPT: 30-Second Financial Analysis Custom GPT](https://tigzig.com/post/tigzig-quants-gpt-30-second-financial-analysis-custom-gpt.html) — Tags: custom-gpt, portfolio-analytics
  Custom GPT for 30-second cross-asset financial analysis comparing stocks, indices, commodities, and crypto. Generates daily returns charts, drawdown analysis, CAGR, Sharpe ratios, and CSV downloads. Available in three interfaces: Suite (fast, needs Yahoo symbols), Agent (smart assist), and ChatGPT (familiar interface, free users included). FastAPI-MCP backend.
  AI-readable: https://tigzig.com/ai/posts/tigzig-quants-gpt-30-second-financial-analysis-custom-gpt.md
- [Open Source Asset Comparison Tool: Compare Stocks, Indices, Crypto & Commodities in One Dashboard](https://tigzig.com/post/open-source-asset-comparison-tool-compare-stocks-indices-crypto-commodities-in-one-dashboard.html) — Tags: portfolio-analytics
  Open-source cross-asset comparison tool (TIGZIG Quants) for comparing stocks, indices, crypto, and commodities in a single dashboard. Generates daily returns charts, drawdowns, CAGR, Sharpe, Sortino ratios, and date-aligned CSV downloads within 30 seconds. Two interfaces: Agent (smart assist) and Suite (fast, no-frills). Built with MCP servers, n8n, and React.
  AI-readable: https://tigzig.com/ai/posts/open-source-asset-comparison-tool-compare-stocks-indices-crypto-commodities-in-one-dashboard.md
- [Live Portfolio Analytics - Powered by MCP Servers - Open Source](https://tigzig.com/post/open-so.html) — Tags: portfolio-analytics, mcp
  Modular live portfolio analytics stack powered by MCP-FastAPI servers. Delivers 70+ KPIs, 15+ charts, AI technical analysis, and PDF/HTML reports across 6 interfaces: React, NextJS, ChatGPT, Flowise, xlwings Lite, and forms. Backend uses QuantStats, yfinance, Finta, Gemini Vision, and ReportLab. Three public MCP servers available for plug-and-play integration.
  AI-readable: https://tigzig.com/ai/posts/open-so.md
- [ChatGPT Connected to integrated FastAPI-MCP Servers.. Technical Analysis (TA) report. From stocks to crypto.](https://tigzig.com/post/chatgpt-connected-fastapi-mcp-servers-technical-analysis-ta-report-stocks-crypto.html) — Tags: custom-gpt, mcp, technical-analysis
  Connecting ChatGPT to integrated FastAPI-MCP servers for generating technical analysis reports on stocks, crypto, and commodities via Yahoo Finance symbols. Backend uses FastAPI with MCP server (Tadata's FastAPI-MCP), serving multiple interfaces: n8n, Flask UI, Next.js, ChatGPT, and xlwings Lite. Outputs formatted PDF and web reports with Gemini Vision chart analysis. Includes OpenAPI schema setup for Custom GPT actions and public source code.
  AI-readable: https://tigzig.com/ai/posts/chatgpt-connected-fastapi-mcp-servers-technical-analysis-ta-report-stocks-crypto.md
- [Build AI Workflows with MCP Servers + n8n](https://tigzig.com/post/build-ai-workflows-mcp-servers-n8n-technical-analysis.html) — Tags: mcp, technical-analysis
  Building AI workflows by connecting MCP servers to n8n for automated technical analysis. Uses Tadata's FastAPI-MCP to mount MCP on existing FastAPI servers and n8n's MCP Client node for SSE connections. Pipeline pulls Yahoo Finance data, computes indicators, sends charts to Gemini Vision for AI analysis, and outputs PDF/web reports. Includes Docker deployment setup, public MCP server URLs, n8n schemas, and full source code.
  AI-readable: https://tigzig.com/ai/posts/build-ai-workflows-mcp-servers-n8n-technical-analysis.md
- [AI-Powered Technical Analysis in Excel - with Python & Gemini Vision](https://tigzig.com/post/9e37b53b.html) — Tags: xlwings-lite, python-in-excel, technical-analysis
  Technical analysis system running inside Excel via xlwings Lite (Part 5). Pulls Yahoo Finance OHLCV data, computes indicators with Finta, resamples to weekly timeframes with pandas, builds multi-subplot Matplotlib charts (EMA, Bollinger Bands, MACD, RSI, ROC), sends chart images to Gemini Vision API for AI analysis, and generates PDF/web reports via FastAPI. Single downloadable Excel file with free Gemini API key.
  AI-readable: https://tigzig.com/ai/posts/9e37b53b.md
- [Stock Data to AI Reports | Python-in-Excel | xlwings Lite - Part 4](https://tigzig.com/post/stock-data-to-ai-reports-python-in-excel-xlwings-lite-part-4.html) — Tags: xlwings-lite, python-in-excel, technical-analysis
  xlwings Lite Part 4: pulling stock data from Yahoo Finance, computing technical indicators, sending to Gemini for AI insights, and generating PDF technical analysis reports directly from Excel. Also extracts multi-period financials (P&L, balance sheet, cash flows, quarterlies). Uses a FastAPI backend that doubles as an MCP server. Includes Excel template, GitHub repo, 8-minute video walkthrough, and build guide.
  AI-readable: https://tigzig.com/ai/posts/stock-data-to-ai-reports-python-in-excel-xlwings-lite-part-4.md
- [AI automation micro-app: MF Portfolio Files Processor. Live app. Open source.](https://tigzig.com/post/ai-automation-micro-app-mf-portfolio-files-processor-live-app-open-source.html) — Tags: mutual-funds, converters-tools
  AI-powered micro-app for processing Indian mutual fund monthly portfolio Excel files into standardized CSV/database format. Handles varying Excel formats using LLM schema detection (GPT-4o-mini, GPT-4o, Gemini Flash) for column identification and market value extraction. Includes validation diagnostics and manual override. Built with vanilla JavaScript frontend, FastAPI proxy for LLM calls, and domain whitelisting. Open source with Power Pivot analysis example.
  AI-readable: https://tigzig.com/ai/posts/ai-automation-micro-app-mf-portfolio-files-processor-live-app-open-source.md
- [LLM App | FastAPI Server | Web](https://tigzig.com/post/blog-llm-app-get-yahoo-financials-flowise-fastapi.html) — Tags: database-ai, fastapi, portfolio-analytics
  YFIN Bot: an LLM app built with Flowise AI and FastAPI for extracting Yahoo Finance data (balance sheet, P&L, cash flow, quarterly income, closing prices) for listed equities. Uses Langchain Function Agent with custom tool, GPT-3.5-Turbo, and a Python/yfinance FastAPI server deployed on Render. Available as web app and Custom GPT on GPT Store. All code generated by ChatGPT and Gemini.
  AI-readable: https://tigzig.com/ai/posts/blog-llm-app-get-yahoo-financials-flowise-fastapi.md
- [Mutual Fund Portfolio Analysis with ChatGPT: Merging and analyzing across multiple excel files](https://tigzig.com/post/fa18de05.html) — Tags: mutual-funds, custom-gpt
  Using ChatGPT to merge and analyze multiple mutual fund portfolio Excel files (print-formatted, varying formats, containing images) for tracking equity allocation changes over time. Demonstrates merging 12 files in 30 seconds with a single prompt, including handling different filename formats. Covers voice-typed prompt preparation via Google Docs, validation against totals, and option to generate reusable Python code for larger datasets.
  AI-readable: https://tigzig.com/ai/posts/fa18de05.md

## Related Topics

- [Database AI & Text-to-SQL](https://tigzig.com/ai/tags/database-ai.md)
- [Python in Excel (xlwings Lite)](https://tigzig.com/ai/tags/python-in-excel.md)
- [Claude in Excel](https://tigzig.com/ai/tags/claude-in-excel.md)
- [DuckDB - Analytics & Dashboards](https://tigzig.com/ai/tags/duckdb.md)
- [MCP Servers & Agents](https://tigzig.com/ai/tags/mcp-servers.md)