Wealth Management Python Packages

empower-personal-dashboard

Modern Python client and CLI for the Empower Personal Dashboard (formerly Personal Capital) API with 2FA, session persistence, balances, holdings, and transactions.

wealthbox-cli

Command-line interface and Python client library for the Wealthbox CRM API. Manage contacts, tasks, events, notes, and households from your terminal. Built for financial advisors, RIA firms, and developers.

goal-based-allocation

Semi-analytical dynamic mean-variance allocation and terminal-wealth risk under regime-switching jump-diffusions

addepy

Unofficial Addepar API SDK

deepdow

Portfolio optimization with deep learning.

pw-nexus-core

Open source regime-adaptive financial analysis engine with MCP tool orchestration. Apache 2.0 licensed with defensive patent grant.