JerBouma/FinanceToolkit
Transparent and Efficient Financial Analysis observed · 2026-08-28
Health v2 · maintenance only
94/100
- Activity 98
- Release rhythm 86
- Longevity 100
How is this computed?
round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10) — computed 2026-09-02. Adoption (stars, forks) is never an input.
- gap_med: 34
- age_days: 2704
- days_rel: 15
- days_push: 15
- n_releases_24m: 16
Adoption not part of the score
5257 stars · 612 forks observed · 2026-08-28
What it is AI-extracted, prompt v1, taxonomy v1, 2026-08-29, confidence not recorded
An open-source Python library providing 500+ transparent financial analysis methods covering ratios, DuPont and DCF models, risk metrics (VaR, GARCH), performance metrics (Sharpe, CAPM), options, technicals, and portfolio analysis. It sources data from Financial Modeling Prep and also ships as an MCP server for AI assistant integration.
Use cases
- calculate financial ratios like P/E, ROE and debt-to-equity for stocks
- run a discounted cash flow valuation on a company
- compute Value at Risk and Sharpe ratio for a portfolio
- perform DuPont analysis to break down return on equity
- screen stocks by market cap, beta or dividend criteria
- analyze financial statements from balance sheet, income and cash flow data
- give an AI assistant access to financial analysis via MCP
When to choose
- you need transparent, documented financial metric calculations instead of opaque third-party numbers
- you want a comprehensive Python toolkit for equities, options, currencies, ETFs and macro data
- you already have a Financial Modeling Prep API key and want structured analysis on top
- you want to expose financial analysis tools to LLM agents via MCP
When to avoid
- you need a free data source - it requires a paid Financial Modeling Prep API key
- you need real-time trading execution or broker connectivity
- you only need simple price charts from a free source like yfinance
Facets
library · maturity active
sdk data-science analytics fintech data-science analytics python cross-platform finance quantitative-finance financial-analysis fundamental-analysis valuation risk-metrics portfolio-analysis mcp-server financial-modeling-prep technical-analysis
10 sources
- readme: https://github.com/JerBouma/FinanceToolkit · fetched 2026-08-28 · d8492bd8aa7f
- homepage: https://www.jeroenbouma.com/projects/financetoolkit · fetched 2026-08-29 · 504140e02840
- site_page: https://www.jeroenbouma.com/modelling/getting-started · fetched 2026-08-29 · 781e2373cbdf
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs · fetched 2026-08-29 · 4716af29fbc6
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/getting-started · fetched 2026-08-29 · 91b836afc83b
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/discovery · fetched 2026-08-29 · b5024fdb7aed
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/risk · fetched 2026-08-29 · e0e39f547389
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/performance · fetched 2026-08-29 · c240db777fb1
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/ratios · fetched 2026-08-29 · 5f82e7914c6f
- site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/models · fetched 2026-08-29 · f95ad34c8871
Member repositories
| Repository | Role | Health v2 |
|---|---|---|
| JerBouma/FinanceToolkit | main | 94 |
For agents
markdown · JSON · MCP: product_card(name="JerBouma/FinanceToolkit")
Data as of 2026-08-30T08:39:29.467469+00:00 · Report a problem