finalytics

Finalytics

License Platform Python Version PePy

This is a python binding for Finalytics Rust Library designed for retrieving financial data and performing security analysis and portfolio optimization.

Installation

pip install finalytics

Documentation

View Library documentation on readthedocs here

Symbol Search

from finalytics import get_symbols

print(get_symbols(query="Apple", asset_class="Equity"))
print(get_symbols(query="Bitcoin", asset_class="Crypto"))
print(get_symbols(query="S&P 500", asset_class="Index"))
print(get_symbols(query="EURUSD", asset_class="Currency"))
print(get_symbols(query="SPY", asset_class="ETF"))

Security Analysis

from finalytics import Ticker

ticker = Ticker(symbol="AAPL")
print(ticker.get_current_price())
print(ticker.get_summary_stats())
print(ticker.get_price_history(start="2023-01-01", end="2023-10-31", interval="1d"))
print(ticker.get_options_chain())
print(ticker.get_news(compute_sentiment=True))
print(ticker.get_income_statement())
print(ticker.get_balance_sheet())
print(ticker.get_cashflow_statement())
print(ticker.get_financial_ratios())
print(ticker.compute_performance_stats(start="2023-01-01", end="2023-10-31", interval="1d", benchmark="^GSPC", 
                                       confidence_level=0.95, risk_free_rate=0.02))
ticker.display_performance_chart(start="2023-01-01", end="2023-10-31", interval="1d", benchmark="^GSPC", 
                                 confidence_level=0.95, risk_free_rate=0.02, display_format="notebook")
ticker.display_candlestick_chart(start="2023-01-01", end="2023-10-31", interval="1d", display_format="html")
ticker.display_options_chart(risk_free_rate=0.02, chart_type="surface", display_format="png")

Portfolio Optimization

from finalytics import Portfolio

portfolio = Portfolio(ticker_symbols=["AAPL", "GOOG", "MSFT", "BTC-USD"], 
                      benchmark_symbol="^GSPC", start_date="2020-01-01", end_date="2022-01-01", interval="1d", 
                      confidence_level=0.95, risk_free_rate=0.02, max_iterations=1000, 
                      objective_function="max_sharpe")
print(portfolio.get_optimization_results())
portfolio.display_portfolio_charts("performance", "html")

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Release history Release notifications | RSS feed

0.9.0

May 1, 2026

0.8.9

Oct 5, 2025

0.8.8

Aug 15, 2025

0.8.6

Aug 12, 2025

0.8.5

Aug 12, 2025

0.8.4

Aug 8, 2025

0.8.3

Aug 5, 2025

0.8.2

Jul 28, 2025

0.8.1

Jul 28, 2025

0.8.0

Jul 21, 2025

0.7.0

Jan 9, 2025

0.6.0

Aug 11, 2024

0.5.0

Aug 11, 2024

0.4.3

Jul 6, 2024

0.4.2

Jul 6, 2024

0.4.1

Jul 3, 2024

0.4.0

Jun 17, 2024

This release

0.3.1

Apr 10, 2024

0.3.0

Apr 10, 2024

0.2.5

Jan 15, 2024

0.2.4

Jan 14, 2024

0.2.3

Jan 14, 2024

0.2.2

Jan 13, 2024

0.2.1

Jan 1, 2024

finalytics 0.3.1

Installation

Documentation

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