Skip to content

Latest commit

 

History

History

Folders and files

NameName
Last commit message
Last commit date

parent directory

..
 
 
 
 
 
 
 
 
 
 
 
 

README.md

Finalytics

PyPI License Homepage Documentation Status Platform Python Version PyPI Downloads


Finalytics Python Binding

Finalytics is a high-performance Python binding for the Finalytics Rust library, designed for retrieving financial data, security analysis, and portfolio optimization. It provides a fast, modular interface for advanced analytics, and powers dashboards and applications across platforms.


🚀 Installation

pip install finalytics

🐍 Main Modules

Finalytics Python exposes four core modules for financial analytics:

1. Screener

Efficiently filter and rank securities (equities, crypto, etc.) using advanced metrics and custom filters.

Usage Example:

from finalytics import Screener

screener = Screener(
    quote_type="EQUITY",
    filters=[
        '{"operator": "eq", "operands": ["exchange", "NMS"]}'
    ],
    sort_field="intradaymarketcap",
    sort_descending=True,
    offset=0,
    size=10
)
screener.display()

2. Ticker

Analyze a single security in depth: performance, financials, options, news, and more.

Usage Example:

from finalytics import Ticker

ticker = Ticker(
    symbol="AAPL",
    start_date="2023-01-01",
    end_date="2024-12-31",
    interval="1d",
    benchmark_symbol="^GSPC",
    confidence_level=0.95,
    risk_free_rate=0.02
)

ticker.report("performance")
ticker.report("financials")
ticker.report("options")
ticker.report("news")

3. Tickers

Work with multiple securities at once—aggregate reports, batch analytics, and portfolio construction.

Usage Example:

from finalytics import Tickers

symbols = ["AAPL", "MSFT", "GOOG"]
tickers = Tickers(
    symbols=symbols,
    start_date="2023-01-01",
    end_date="2024-12-31",
    interval="1d",
    benchmark_symbol="^GSPC",
    confidence_level=0.95,
    risk_free_rate=0.02
)

tickers.report("performance")

4. Portfolio

Optimize and analyze portfolios using advanced objective functions and constraints.

Usage Example:

symbols = ["NVDA", "GOOG", "AAPL", "MSFT", "BTC-USD"]
portfolio = Portfolio(
    symbols=symbols,
    benchmark_symbol="^GSPC",
    start_date="2023-01-01",
    end_date="2024-12-31",
    interval="1d",
    confidence_level=0.95,
    risk_free_rate=0.02,
    objective_function="max_sharpe"
)

portfolio.report("performance")

📚 Documentation


🗂️ Multi-language Bindings

Finalytics is also available in:


Finalytics — Modular, high-performance financial analytics for Python.