Portfolio Analytics Python Packages

qis

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

ibkr-core-mcp

Interactive Brokers from Python, end to end: complete Client Portal Web API connectivity (78 endpoints, REST + WebSocket, Docker gateway), market and historical data management with a Google Drive cloud cache, Flex statements, 44 Claude tools + MCP server for any Python or MCP client, backtests and analytics — orders behind Touch ID + confirmation.

quantstats-pro

Enhanced drop-in replacement for QuantStats — portfolio analytics for quants

jointview

A small marimo GUI for comparing two price or NAV series of a Polars DataFrame.

quant-reporter

A Python library for advanced quantitative portfolio analysis, optimization, and validation.

openbb-ibkr

OpenBB extension for Interactive Brokers portfolio, margin, market data, options, and risk analytics.

quarq

French institutional portfolio analytics with RAG and local LLM

clawdfolio

Multi-broker portfolio analytics — Fama-French, GARCH, covered call strategies (PyPI: pip install clawdfolio)