Portfolio Analysis Python Packages

pkscreener

A Python-based stock screener for NSE, India. PKScreener is an advanced free stock screener to find potential breakout stocks from NSE and show its possible breakout values. It also helps to find the stocks which are consolidating and may breakout, or the particular chart patterns that you're looking specifically to make your decisions.

97K 399 184

personal-finance-etl

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

10K 1 0

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

2K 1K 134

fincore

Quantitative performance & risk analytics: 150+ financial metrics, portfolio optimization, Monte Carlo simulation, and attribution — the actively maintained successor to empyrical, pyfolio, and alphalens.

2K 5 2

young-stock-cli

Personal investing cockpit CLI for A/HK/US stocks, funds, watchlists, PDF reports, and Lark delivery.

871 4 1

back-trader-python

Optimized Python fork of Backtrader for strategy backtesting and live trading, with vectorized and event-driven modes, multi-timeframe data, technical indicators, and portfolio analytics.

583 197 45

easyquotes

Market data API, Python SDK & MCP for A/HK/US stocks — ETF holdings, fund portfolios & institutional positions. A股/港股/美股行情 API、Python SDK 与 MCP，支持 ETF 持仓、基金组合和机构持仓。

363 1 0

cdfi-stress-tester

CDFI portfolio stress testing engine — Monte Carlo simulation with correlated shocks to NOI, rates, property values, and borrower revenues

303 1 0

fundedness

Python financial planning toolkit with CEFR fundedness, Monte Carlo retirement sims, withdrawal strategy comparisons, and interactive Plotly visuals (Streamlit + FastAPI).

264 2 1