Investment Analysis Python Packages

pyportfolioopt

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

riskfolio-lib

Portfolio Optimization in Python

qis

Performance analytics, portfolio backtesting, risk analysis, and factsheet reporting in Python

personal-finance-etl

Local-first financial data platform for evidence-aware ETL, investment analytics, tax-aware wealth modelling, FIRE simulation, and BI.

investdaytip

Multi-factor scoring and research tool for long-term stocks & ETFs — US, European, Asian and superinvestor-consensus (SEC 13F) universes from public market data. Decision support, not investment advice.

fortitudo-tech

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

openseries

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

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.

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

site-calc-investment

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

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.

finquant

A program for financial portfolio management, analysis and optimisation.

pcrm-book

Portfolio Construction and Risk Management book's Python code.

sieve-mcp

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

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.

agentic-thesis

An open-source AI agent that tests your investment thesis (why you own a stock) against new company filings—with exact citations, human review, and version history. Built for investors who care about the business behind the stock—whatever their investing style.

entropy-pooling

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

openbb-chat

Chat interface for OpenBB based on a instruct finetuning of a LLM, similar to ChatGPT.

indexes

A lightweight, cached Python API and scraper for financial index constituents. Effortlessly retrieve up-to-date S&P500, S&P100 and NASDAQ100 data (symbols, sectors, CIK) for financial analysis and algorithmic trading.

tek2day-finance

Open-source stock data terminal — market data and fundamentals.

backtrader-bokeh

Use bokeh as the backend, you will get richer plot effects for backtrader