QDESK: A Reporting Desk for Portfolio Reports and Financial Data. Just Ask in Plain Language.

Published: September 13, 2026

QDESK is a reporting desk to generate portfolio reports and pull financial data. Just ask in plain language. An agent is sitting there to run the reports and guide you.

Data is from Yahoo Finance.

You do not need to know the ticker. Give it the name of the company, crypto, commodity or index, and it will look up the symbol first and then run the report.

What it produces

A security performance report, technical analysis on daily and weekly, a QPulse tearsheet against a benchmark, and QREP metrics with around eighty risk and return figures for up to six securities side by side. It also pulls company financials, prices, and NAV history for Indian mutual funds.

There are sample prompts, so try them out. One of them runs the whole set of reports in one go.

QDESK: tigzig.com/qdesk

API and MCP

It is also available on API and MCP if you would like to connect it up to your own tooling. I see many users pulling data directly into their Power Query, Excel and Google Sheets.

Each report is its own service, so you can call just the one you want rather than the whole set. Security performance, technical analysis, QPulse and QREP are separate endpoints, and so are the Yahoo Finance data and the mutual fund NAV history.

All of them are available as plain REST APIs, and most are on MCP as well, so you can pull them into your own tooling or hand them to an agent. The hub says which.

For Excel and Sheets, the Yahoo Finance endpoints have sheet-ready variants of the statements, so the rows come back in a shape you can drop into a worksheet without reshaping them first.

The hub has all of them, with what each endpoint takes and what it returns: tigzig.com/apis

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Working on something similar? How I work covers the rates, the availability and what I take on.