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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 LLM Context (.txt)

What This GPT Does

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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

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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

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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

Complete repository with FastAPI server code and JSON schema required for Custom GPT setup
LLM Context (.txt)

Plain-text context file for feeding to AI agents about this GPT
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Built on OpenAI's GPT Platform

Custom GPT built on ChatGPT's Custom GPT framework. No custom UI builds or complex agent setups - just connect, chat, and analyze through the familiar ChatGPT interface.

Bugs,issues,questions? Drop a note: [email protected]