𝐒𝐭𝐨𝐜𝐤 𝐃𝐚𝐭𝐚 𝐭𝐨 𝐀𝐈 𝐑𝐞𝐩𝐨𝐫𝐭𝐬 | 𝐏𝐲𝐭𝐡𝐨𝐧-𝐢𝐧-𝐄𝐱𝐜𝐞𝐥 | 𝐱𝐥𝐰𝐢𝐧𝐠𝐬 𝐋𝐢𝐭𝐞 - 𝐏𝐚𝐫𝐭 𝟒

Pull stock data, Run AI analysis, Get PDF reports - right from Excel.

Check out dedicated xlwings LIte section on REX AI Co Analyst site

Full templates

How-to guides

Backend code

Technical breakdowns

Resource Links

𝐱𝐥𝐰𝐢𝐧𝐠𝐬 𝐋𝐢𝐭𝐞 : 𝐏𝐮𝐬𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐨𝐮𝐧𝐝𝐚𝐫𝐢𝐞𝐬 𝐨𝐟 𝐄𝐱𝐜𝐞𝐥

Released just last week by Felix Zumstein (creator of the original xlwings). Based on what I've tried hands-on so far, it completely redefines what is possible in Excel, and I don't say that lightly. A mini code editor, console logs, Web API access - directly inside Excel. A single add-in install. And free. Processing, automation, databases, fin/stats analysis, machine learning - handles that out of the box. Tight integration with Excel object model. Going beyond that - build full tools inside Excel tied into APIs, databases, LLMs, n8n, Flowise, PDF generators, and agents. And I've barely touched the surface.

𝐈𝐧 𝐭𝐡𝐢𝐬 𝐞𝐱𝐚𝐦𝐩𝐥𝐞

… with Python scripts, running inside Excel…

▸ Pull data from Yahoo Finance

▸ Compute technical indicators

▸ Send to Gemini for insights

▸ Get back a PDF-formatted technical analysis report

▸ Pull financials - P&L, B/S, Cash Flows, Qtrly - multi-period

all in seconds …

𝐓𝐫𝐲 𝐢𝐭 𝐨𝐮𝐭

▸ Single Excel file. Download here - Google drive

XLWINGS_LITE_EXCEL_FILES - Google Drive

Install xlwings Lite Add-in (Excel > Home > Add-in > search "xlwings lite").

▸ Get a Gemini API key. Needed only for the AI report. Free, takes less than a minute. Go to aistudio.google.com → Get API Key → Create AI Key → Select default project.

𝐓𝐞𝐦𝐩𝐥𝐚𝐭𝐞𝐬 𝐭𝐨 𝐞𝐱𝐩𝐥𝐨𝐫𝐞

▸ Monte Carlo simulation with dashboards - great share by FRANCO SIVILA: https://lnkd.in/ghAsXgW5

▸ Web API calls, DB connect - explore, query, pull data, analyze https://lnkd.in/g7mEJfVT

▸ API calls to LLMs - schema detection, EDA, ML https://lnkd.in/gXF4PEvV

𝐂𝐨𝐝𝐞 𝐚𝐧𝐝 𝐛𝐮𝐢𝐥𝐝 𝐠𝐮𝐢𝐝𝐞𝐬

GitHub repo & Full video (8 mins) with process and code walkthrough - Links in comments.

𝐅𝐢𝐧𝐞 𝐏𝐫𝐢𝐧𝐭

YLENS: Yahoo Finance Analyzer is not investment research or advice. It's a working prototype to demonstrate what's possible with xlwings Lite. AI and automation setups in live use cases require iteration, validation, and human judgment.

* - - - - -* - - - - -*

Explore 15+ 𝐨𝐩𝐞𝐧-𝐬𝐨𝐮𝐫𝐜𝐞 𝐀𝐈 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐚𝐧𝐝 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐚𝐩𝐩𝐬 at rex.tigzig.com

▸ Mutual Fund Disclosures Excel to CSV -AI Automation with Schema detect -https://lnkd.in/gxVbCdpv

▸ Connect ChatGPT to n8n for automation - tracker updates, PDF reports, slides & Google Apps Script automation https://lnkd.in/gTDC74gY

▸ Advanced Analytics Multi Agents- https://lnkd.in/g8xPQvb8

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Video Guide

Demo, architecture and code walkthrough

https://youtu.be/nnsO8XmLYuk

Github Repos

Xlwings Lite Files:

https://github.com/amararun/shared-xlwings-docs

FastAPI - Markdown to PDF

https://github.com/amararun/shared-markdown-to-pdf

FastAPI - Yahoo Finance Pull

https://github.com/amararun/shared-yfin-coolify