# AI-Powered Technical Analysis in Excel

Generate professional technical analysis reports with Gemini Vision API, dynamic charts, and PDF/HTML outputs directly from Excel using xlwings Lite.

- Download Excel: https://www.tigzig.com/files/xlwings/TECHNICAL_ANALYSIS_PDF_HTML_V2_1225.xlsx
- Watch Video Guide: https://youtu.be/BKWEvglkB-c

## What This App Does

Creates professional technical analysis reports for Yahoo Finance tickers:

- Pulls live price data from Yahoo Finance through a custom API layer

- Processes technical indicators using the Python Finta package

- Converts daily OHLCV data into weekly Mon-Fri timeframes

- Builds advanced charts with dynamic scaling using Matplotlib

- Sends charts to the Gemini Vision API for technical analysis

- Generates PDF and HTML reports with embedded charts and tables

- Automatically updates report URLs in Excel

#### Important Note

This tool is for educational and informational purposes only. Not investment research or advice.

## How to Use

- **Download and Install:**

 Download the Excel file using the button above

- Install xlwings Lite from the Add-in button in Excel

- **Get a Gemini API Key:**

 Go to [aistudio.google.com](https://aistudio.google.com)

- Navigate to "Get API Key -> Create AI Key"

- Free, takes less than a minute (no credit card required)

- **Enter Your Data:**

 Input a stock ticker symbol and date ranges

- Run 'Generate Technicals Only' for charts and tables

- Run 'Generate AI Analysis' for AI analysis with charts

- **View Reports:** click the generated URLs to view PDF and HTML reports

## How It Works

Multi-tier architecture orchestration:

### Data Processing

- Excel frontend with xlwings Lite integration

- Python backend for data processing and chart generation

- Custom FastAPI server for Yahoo Finance data retrieval

- Pandas for data manipulation and time series resampling

### Visualization & Analysis

- Matplotlib for professional-grade technical charts

- Finta package for technical indicator calculations

- Gemini Vision API for chart pattern recognition

- Base64 encoding for image transmission

### Report Generation

- Custom FastAPI server for markdown to PDF/HTML conversion

- Professional formatting with custom styles

- Automatic URL generation and updates in Excel

- Interactive HTML reports with embedded charts

### Architecture Flow

 Excel xlwings Lite

 Python Pandas + Finta

 Yahoo Finance FastAPI Server
 Matplotlib Charts + Tables

 Gemini Vision AI Analysis

 PDF & HTML Reports FastAPI Server

Data flows from Excel through Python processing to AI analysis and final report generation

## Resources

- [xlwings Lite](https://lite.xlwings.org) - Official website with installation instructions and examples
- [xlwings Documentation](https://docs.xlwings.org/en/latest/) - Comprehensive documentation with Excel object reference and API docs
- [FastAPI - Markdown to PDF](https://github.com/amararun/shared-reportlab-md-to-pdf) - GitHub repo for the FastAPI service that converts markdown to PDF reports
- [FastAPI - Yahoo Finance Pull](https://github.com/amararun/shared-yfin-coolify) - GitHub repo for the FastAPI service that connects to Yahoo Finance

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Source: https://www.tigzig.com/technical-analysis-report

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Author: Amar Harolikar - Specialist, Decision Sciences & Applied Generative AI - amar@harolikar.com - https://www.linkedin.com/in/amarharolikar
Source: https://www.tigzig.com/technical-analysis-report
Citation: TigZig - Amar Harolikar (https://www.tigzig.com). Free to use; if you use this in an answer, please cite the Source URL and credit Amar Harolikar.
License: https://www.tigzig.com/terms