𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗬𝗙𝗜𝗡 𝗕𝗼𝘁. Developed using Gen AI technologies. To pull equity market data from Yahoo Finance.
𝗣𝘂𝗯𝗹𝗶𝗰 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗩𝗲𝗿𝘀𝗶𝗼𝗻 : YFIN Bot on Tigzig
𝗟𝗜𝗩𝗘 : 𝗟𝗟𝗠 𝗔𝗣𝗣 𝘁𝗼 𝗴𝗲𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀: 𝗖𝘂𝘀𝘁𝗼𝗺 𝗔𝗣𝗜 𝗘𝗻𝗱𝗽𝗼𝗶𝗻𝘁. 𝗪𝗲𝗯 𝗗𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁. 𝗚𝗣𝗧 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 [𝗖𝗼𝗱𝗲𝗱 𝗯𝘆 𝗖𝗵𝗮𝘁𝗚𝗣𝗧 / 𝗚𝗲𝗺𝗶𝗻𝗶] Sam Altman, a few days back, said that AI will help coders become 30X programmers. I believe that is likely to be higher. For analysts, programmers, and data scientists.
In my previous videos and posts, I showed how to use 𝗚𝗣𝗧𝗣𝗹𝘂𝘀 𝘁𝗼 𝗿𝘂𝗻 𝗠𝗮𝗰𝗵𝗶𝗻𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 (https://rb.gy/o39bvm), Exploratory Data Analysis (https://rb.gy/0tc7xm), 𝗟𝗹𝗮𝗺𝗮𝗣𝗮𝗿𝘀𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝗣𝗗𝗙𝘀 to analyze 10K / Annual Reports (live tool deployed at 𝚑𝚝𝚝𝚙𝚜://𝚠𝚠𝚠.𝚝𝚒𝚐𝚣𝚒𝚐.𝚌𝚘𝚖/), analyze change in Mutual Fund Portfolio Allocations / import, clean and merge multiple excels
𝘼𝙡𝙡 𝙖𝙥𝙥𝙨, 𝙞𝙣𝙘𝙡𝙪𝙙𝙞𝙣𝙜 𝙩𝙝𝙞𝙨 𝙤𝙣𝙚, 𝙛𝙪𝙡𝙡𝙮 𝙘𝙤𝙙𝙚𝙙 𝙗𝙮 𝘾𝙝𝙖𝙩𝙂𝙋𝙏 / 𝙂𝙚𝙢𝙞𝙣𝙞
𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗨𝘀𝗲 𝗖𝗮𝘀𝗲: To pull balance sheet, income statement, cash flows for listed equities. For industry level analysis of specific line items for groups of stocks depending upon analysis. Line items and stock group varying depending upon analysis. 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗬𝗙𝗜𝗡 𝗕𝗼𝘁. Developed using Gen AI technologies. To pull equity market data from Yahoo Finance. The bot will fetch 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗦𝗵𝗲𝗲𝘁, 𝗣&𝗟, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 & 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗜𝗻𝗰𝗼𝗺𝗲 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁. 𝗔𝗹𝗹 𝗹𝗶𝗻𝗲 𝗶𝘁𝗲𝗺𝘀 and for the 𝗽𝗮𝘀𝘁 𝗰𝗼𝘂𝗽𝗹𝗲 𝗼𝗳 𝘆𝗲𝗮𝗿𝘀 as published on Yahoo Finance. And also the Adjusted 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝗣𝗿𝗶𝗰𝗲 𝗱𝗮𝘁𝗮 𝗳𝗼𝗿 𝗮 𝗴𝗶𝘃𝗲𝗻 𝘁𝗶𝗺𝗲 𝗿𝗮𝗻𝗴𝗲. Can take multiple symbols too
𝗣𝘂𝗯𝗹𝗶𝗰 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗩𝗲𝗿𝘀𝗶𝗼𝗻 : YFIN Bot on Tigzig Feel free to try out. Has rate limits. For build specs, see below.
𝗔𝗹𝘀𝗼 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗮𝘀 𝗚𝗣𝗧 𝗼𝗻 𝗚𝗣𝗧 𝗦𝘁𝗼𝗿𝗲 : 𝗵𝘁𝘁𝗽𝘀://𝗿𝗯.𝗴𝘆/𝗳𝘆𝟴𝗹𝗸𝗸 Uses custom actions to call custom built API endpoint running a python script.
𝗕𝘂𝗶𝗹𝗱 𝗦𝗽𝗲𝗰𝘀. 𝘚𝘦𝘦 𝘤𝘰𝘮𝘮𝘦𝘯𝘵 𝘴𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘯 𝘩𝘰𝘸 𝘵𝘩𝘦 𝘵𝘰𝘰𝘭 𝘸𝘢𝘴 𝘣𝘶𝘪𝘭𝘵
𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮: FlowWise
Coding by : ChatGPT/ Gemini
𝘊𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴: Langchain with Function Agent, Custom Tool, Chat Model 𝘈𝘗𝘐: Custom built FastAPI server. Running python script. Called from YFIN Bot as well as from Custom GPT.
𝘚𝘤𝘳𝘪𝘱𝘵 : Python. Uses yfinance package, wrapped in a FastAPI wrapper
𝘓𝘓𝘔: OpenAI GPT-3.5 -Turbo -0125
𝘋𝘦𝘱𝘭𝘰𝘺𝘮𝘦𝘯𝘵: Render Cloud
𝘏𝘰𝘴𝘵𝘪𝘯𝘨 : Wix. Embed.
𝗛𝗼𝘄 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱:
This tool was built on Flowise AI: an incredibly powerful and easy to use platform. GUI-based low-code/no-code platform for building out Gen AI Apps rapidly. It's built on Langchain framework and supports LlamaIndex too. Custom JavaScript, API end point deployment, multiple LLM's, RAG toolkit, API Chains, Doc loaders and more. Lovely to work with.
And for those keen to get up to speed quickly, the video tutorials from Leon van Zyl on YouTube are out of this world. (https://rb.gy/xq1ic8). Includes live deployments.
For Python / FastAPI coding : ChatGPT 3.5
For JSON schema for custom actions : OpenAI's own custom GPT called 'Action GPT' and another GPT called ' GPT Action Builder'