# 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: https://chatgpt.com/g/g-I8qaXJauP-get-equity-data-balance-sheet-p-l-cash-flow
- LLM Context (.txt): https://www.tigzig.com/llm/gpts/yfin-bot.txt

## 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 listed instrument:

### Get Price & Market Data

- Pull adjusted closing prices for any date range

- Simply provide the Yahoo Finance symbol (or ask the 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) - Complete repository with FastAPI server code and JSON schema required for Custom GPT setup
- [LLM Context (.txt)](https://www.tigzig.com/llm/gpts/yfin-bot.txt) - Plain-text context file for feeding to AI agents about this GPT

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Source: https://www.tigzig.com/yfin-bot

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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/yfin-bot
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