Finance · Ready to use

ETF Portfolio Analyzer

Live market data, yield projections, NAV risk, and tax-aware strategies — so SMB owners and individual investors can decide faster without spreadsheets or paid terminals. Defaults to QQQI; any ticker welcome.

▸ Free Yahoo Finance data (no paid keys)
▸ Snapshot · Yield · NAV · Tax · Notion save
▸ Educational framing — not personal advice

FastAPI Port 8797 Default QQQI

1. Snapshot

Price, volume, 52w range, AUM, expense ratio.

2. Yield

TTM yield, distributions, annualized context.

3. NAV risk

Premium/discount and structural notes.

4. Tax-aware

Distribution character & account framing.

5. Notion

Optional knowledge-layer save.

Analyze any ETF

See a clear picture of the fund

Enter a ticker. We pull public Yahoo Finance data and return snapshot, yield, NAV risk, and tax notes — educational only.

Default ticker QQQI. Results appear below.

Deploy

The analyzer uses yfinance on your machine (or a hosted API). Double-click install-and-run, then come back to this page — or open http://127.0.0.1:8797

Advanced / terminal

Code: agents/etf-analyzer

cd agents/etf-analyzer
python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt
python -m src.cli analyze QQQI
python -m src.cli serve
# → http://localhost:8797

Disclaimer: Educational information only — not personalized investment or tax advice. Not a buy, sell, or hold recommendation.

Embed

<script
  src="https://YOUR_ETF_HOST/static/widget/embed.js"
  data-api="https://YOUR_ETF_HOST"
  async></script>

Back to marketplace PipelineForge