# JerBouma/FinanceToolkit

Transparent and Efficient Financial Analysis

Repository: https://github.com/JerBouma/FinanceToolkit
Canonical: https://ross.abutalabs.com/products/financetoolkit
Homepage: https://www.jeroenbouma.com/projects/financetoolkit
Language: Python
License: MIT
License Family: permissive
Topics: financial-statements, stock-data, fundamental-analysis, fundamentals, sector-analysis, finance, equities, financial-analysis, market-data, performance-analysis, risk-management, technical-analysis, factor-analysis, financial-data, mcp-server, algorithmic-trading, python, quantitative-analysis, quantitative-finance, valuation
Last push: 2026-08-18T12:47:53+00:00

## Health v2 (maintenance only)
Score: 94/100 (v2, computed 2026-09-02T17:46:02.011165+00:00)
- activity 98, release rhythm 86, longevity 100
- inputs: {"age_days": 2704, "days_push": 15, "days_rel": 15, "gap_med": 34, "n_releases_24m": 16}
- flags: none
- formula: round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10)

## Adoption (not part of the score)
Stars 5257, forks 612 (observed 2026-08-28T04:09:13.773012+00:00)

## What it is
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
- artifact type: library
- maturity: active
- function: sdk, data-science, analytics
- domain: fintech, data-science, analytics
- platform: python, cross-platform
- tags: finance, quantitative-finance, financial-analysis, fundamental-analysis, valuation, risk-metrics, portfolio-analysis, mcp-server, financial-modeling-prep, technical-analysis

## Member repositories
- JerBouma/FinanceToolkit (main) score 94

## Provenance
- Observed fields: from GitHub, fetched 2026-08-28T04:09:13.773012+00:00.
- Health v2: computed from the inputs above; adoption is never an input.
- Inferred fields (summary, facets, guidance): AI-extracted, prompt v1, taxonomy v1, on 2026-08-29T17:59:31.731609+00:00, confidence not recorded.
  - readme: https://github.com/JerBouma/FinanceToolkit (fetched 2026-08-28T04:09:13.773012+00:00, sha d8492bd8aa7f)
  - homepage: https://www.jeroenbouma.com/projects/financetoolkit (fetched 2026-08-29T08:54:37.523669+00:00, sha 504140e02840)
  - site_page: https://www.jeroenbouma.com/modelling/getting-started (fetched 2026-08-29T08:54:37.527348+00:00, sha 781e2373cbdf)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs (fetched 2026-08-29T08:54:37.530195+00:00, sha 4716af29fbc6)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/getting-started (fetched 2026-08-29T08:54:37.535317+00:00, sha 91b836afc83b)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/discovery (fetched 2026-08-29T08:54:37.537834+00:00, sha b5024fdb7aed)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/risk (fetched 2026-08-29T08:54:37.540684+00:00, sha e0e39f547389)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/performance (fetched 2026-08-29T08:54:37.545337+00:00, sha c240db777fb1)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/ratios (fetched 2026-08-29T08:54:37.549473+00:00, sha 5f82e7914c6f)
  - site_page: https://www.jeroenbouma.com/projects/financetoolkit/docs/models (fetched 2026-08-29T08:54:37.555268+00:00, sha f95ad34c8871)
- Data as of 2026-08-30T08:39:29.467469+00:00.