Financial Toolkit 💹
This is an open-source Python 🐍 library that implements the most commonly used functions by an investment professional.
This is still in the early stage of development but I will keep adding new features over time. Here are some of the features implemented so far:
- Getting financial data
- Portfolio optimization
- Peer group analysis
- Factor analysis
- Option pricing
Installation
pip install fintoolkit
Documentation
The API doc is hosted on GitHub Pages.
Jupyter Notebooks 📔
Jupyter is browser-based shell that allows user to interact with Python scripts.
In this repository, I have developed some Jupyter notebooks showing the most common use cases in investment management that utilizes the Financial Toolkit.
No Python? No problem. With Binder, you may interact with the Jupyter notebooks in an executable environment even without Python installed in your computer.
Binder: https://mybinder.org/v2/gh/chris-kc-cheng/financial-toolkit/master
Related Repositories
Streamlit Apps 👑
Streamlit is a framework that turns Python scripts into interactive web apps.
In this repository, I have developed some web apps showing the most common use cases in investment management that utilizes the Financial Toolkit.
| App | Description |
|---|---|
| Index Montior | Tables and charts of asset class returns measured in different currency terms and time horizons. |
| Factor Analysis | Analyzing factor loading of a portfolio using Fama-French model. |
| Portfolio Optimization | Comparing risk reward and risk contribution of various weighting schemes. |
| Peer Group Analysis | Comparing fund performance and risk measures against benchmark and peer group. |
| Option Pricing & Greeks | Visualizing payoff and Greeks of various option strategies. |
The source code is hosted on GitHub at: https://github.com/chris-kc-cheng/ftk-streamlit.
1 maintainer
Metadata
1 maintainer
Release files for fintoolkit 0.0.27
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Source distribution (sdist)
| File | Size | Uploaded | |
|---|---|---|---|
| fintoolkit-0.0.27.tar.gz | 36.7 kB | Details |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| fintoolkit-0.0.27-py3-none-any.whl | Python 3 | none | any | Details |
Total release size: 76.7 kB
Release files / fintoolkit-0.0.27.tar.gz
| Download URL | fintoolkit-0.0.27.tar.gz |
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| Tags | Source |
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