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.

Deploy

Code: agents/etf-analyzer

cd agents/etf-analyzer
python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt
copy .env.example .env
python scripts/smoke_test.py
python -m src.cli serve
# → http://localhost:8797

Disclaimer: Educational information only — not personalized investment or tax advice.

Embed

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

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