Investment Analysis Python Packages

pyportfolioopt

Financial portfolio optimisation in python, including classical efficient frontier, Black-Litterman, Hierarchical Risk Parity

riskfolio-lib

Portfolio Optimization and Quantitative Strategic Asset Allocation in Python

fortitudo-tech

Entropy Pooling views and stress testing combined with Conditional Value-at-Risk (CVaR) portfolio optimization in Python.

tessa

tessa – simple, hassle-free access to price information of financial assets

pypme

A Python package for PME (Public Market Equivalent) calculation

pyfinance

Python package designed for general financial and security returns analysis.

qis

Quantitative Investment Strategies (QIS) package implements Python analytics for visualisation of financial data, performance reporting, analysis of quantitative strategies.

openseries

Tools to analyze financial timeseries of single assets or portfolios. It is made for daily or less frequent data.

finquant

A program for financial portfolio management, analysis and optimisation.

empyrial

An Open Source Portfolio Management Framework for Everyone 投资组合管理

waccy-edgar

Intelligent Financial Modeling Platform for Small Businesses - financial accounting and managerial accounting for the AI era; financial operating models for businesses in Python

qf-lib

Modular Python library that provides an advanced event driven backtester and a set of high quality tools for quantitative finance. Integrated with various data vendors and brokers, supports Crypto, Stocks and Futures.

pyinvestingsnippets

Pandas extensions to aid stock and investment portfolio analysis.

neoportfolio

Portfolio Selection, Weight Optimization, and Backtesting with Sentiment analysis and ML return predictions. Automatic retrieval of popular indices' components.

openbb-chat

Chat interface for OpenBB based on a instruct finetuning of a LLM, similar to ChatGPT.

sieve-mcp

From company name to investment decision. Sieve scores startups across 7 dimensions so you know who's worth a meeting.

site-calc-investment

Python client for Site-Calc investment planning (capacity sizing, ROI analysis)

entropy-pooling

Entropy Pooling in Python with a BSD 3-Clause license.

pcrm-book

Portfolio Construction and Risk Management book's Python code.

engineer-investor-portfolio

Professional portfolio analysis tools for DIY investors

backtrader-bokeh

Use bokeh as the backend, you will get richer plot effects for backtrader

optego-quant-metrics

A Python package for quantitative portfolio metrics calculations, including Deflated Sharpe Ratio (DSR)

trafalgar-py

An Open Source Portfolio Backtesting Engine for Everyone | 面向所有人的开源投资组合回测引擎

noba

Noba not only backtrader as a quantitative investment platform, but also visualized using bokeh, which can get richer plot effects. Additionally, Noba also provide 'Ioc Container', 'Event System', 'Database Abstraction Layer', 'Pipeline System' and more.