FinanceToolkit

FinanceToolkit is an open-source Python package that provides transparent financial ratios, metrics, and models computed consistently from financial statements.

The Finance Toolkit is a Python package designed for transparent financial analysis. It computes over 500 financial ratios, metrics, and models using consistent formulas, enabling users to verify calculations rather than relying on opaque proprietary methods. Users input tickers to retrieve financial statements and market data from sources such as FinancialModelingPrep or Yahoo Finance. It supports a wide range of asset classes, including equities, options, currencies, cryptocurrencies, ETFs, and commodities. The package includes tools for historical data retrieval, risk assessment, technical indicators, and competitive analysis. It is intended for developers and analysts who require precise, reproducible financial data.

FinanceToolkit at a glance

Best for: Finance
Runs on: open source
Pricing: Free open-source package; requires API key from FinancialModelingPrep (free and paid plans available).
Released: April 2019
Category: AI research tool
Website: jeroenbouma.com

Key features

Calculation of 500+ transparent financial ratios and metrics
Support for equities, options, ETFs, and cryptocurrencies
Rolling and trailing window analysis for time series data
Standardization of metrics using Z-score
Automated retrieval of income, balance sheet, and cash flow statements
Integration with Finance Database for competitive analysis
Customizable financial model generation including DuPont analysis
Automatic data fallback between FinancialModelingPrep and Yahoo Finance

Use it for

Performing full competitive analysis across multiple asset classes
Calculating standardized risk and performance measurements
Screening for equities and market instruments
Generating custom ratios from financial statements

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