Investment Analysis Python Packages

pyportfolioopt

Financial portfolio optimisation in python, including classical efficient frontier, Black-Litterman, Hierarchical Risk Parity

riskfolio-lib

Portfolio Optimization and Quantitative Strategic Asset Allocation in Python

fortitudo-tech

Entropy Pooling views and stress testing combined with Conditional Value-at-Risk (CVaR) portfolio optimization in Python.

tessa

tessa – simple, hassle-free access to price information of financial assets

pypme

A Python package for PME (Public Market Equivalent) calculation

pyfinance

Python package designed for general financial and security returns analysis.

qis

Quantitative Investment Strategies (QIS) package implements Python analytics for visualisation of financial data, performance reporting, analysis of quantitative strategies.

finquant

A program for financial portfolio management, analysis and optimisation

waccy-edgar

WACCY extension for SEC EDGAR filing parsing

openseries

Tools to analyze financial timeseries of single assets or portfolios. It is made for daily or less frequent data.

empyrial

An Open Source Portfolio Backtesting Engine for Everyone | 面向所有人的开源投资组合回测引擎

indexes

A lightweight, cached Python API and scraper for financial index constituents. Effortlessly retrieve up-to-date S&P500 and NASDAQ100 data (symbols, sectors, CIK) for financial analysis and algorithmic trading.

qf-lib

Modular Python library that provides an advanced event driven backtester and a set of high quality tools for quantitative finance. Integrated with various data vendors and brokers, supports Crypto, Stocks and Futures.

neoportfolio

Portfolio Selection, Weight Optimization, and Backtesting with Sentiment analysis and ML return predictions. Automatic retrieval of popular indices' components.

pyinvestingsnippets

Pandas extensions to aid stock and investment portfolio analysis.

waccy-quickbooks

Intelligent Financial Modeling Platform for Small Businesses - financial accounting and managerial accounting for the AI era; financial operating models for businesses in Python

site-calc-investment

Python client for Site-Calc investment planning API - long-term capacity planning and ROI analysis

waccy

Intelligent Financial Modeling Platform for Small Businesses - financial accounting and managerial accounting for the AI era; financial operating models for businesses in Python

engineer-investor-portfolio

Open-source portfolio analysis tools for DIY investors and finance enthusiasts.

entropy-pooling

Entropy Pooling in Python with a BSD 3-Clause license.

sieve-mcp

From company name to investment decision. Sieve scores startups across 7 dimensions so you know who's worth a meeting.

asset-sentiment-analyzer

A sentiment analyzer package for financial assets and securities utilizing GPT models.

openbb-chat

Deep learning package to add chat capabilities to OpenBB

backtrader-bokeh

Plotting package for Backtrader (Bokeh)