Stock Data to AI Reports | Python-in-Excel | xlwings Lite - Part 4
Published: April 7, 2025
Pull stock data, Run AI analysis, Get PDF reports - right from Excel.
Check out detailed info on on REX AI Co Analyst site
- Full templates
- How-to guides
- Backend code
- Technical breakdowns
- Resource Links
Detailed info, source codes, how-to guides, resources and templates available on REX
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
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: Go to Docs
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 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
Video Guide
Demo, architecture and code walkthrough
Excel template, FastAPI server Github Repos and how-to guides: Download here
xlwings Lite official site: lite.xlwings.org