AgentIndex icon
AgentIndex
ToolsMCP ServersHOTCategoriesTrendingNewBest ListsCompareGuides
Submit Tool
ToolsMCP ServersHOTCategoriesTrendingNewBest ListsCompareGuides
Home/
Data Processing/
FinanceToolkit
FinanceToolkit logo

FinanceToolkit

Active·★ 5.5k·MIT·Updated 2026-10-26
★ Essential★ Trending

FinanceToolkit grew out of a problem the author describes: the same metric differs between financial websites. The README gives the example of Microsoft's price-to-earnings ratio on 6 May 2023, reported anywhere from 28.93 to 34.4 depending on the source. The toolkit is an open-source library in which all relevant financial ratios (200+), indicators and performance measurements are written out as transparent formulas, so you can see exactly how each number is calculated.

It covers historical prices, financial statements, ratios, financial models, options and Greeks, performance metrics and risk metrics, and also fetches treasury rates that serve as the risk-free rate for calculations such as the Sharpe ratio. Install with `pip install financetoolkit -U`. By default it uses Financial Modeling Prep for data, which needs an API key (the free plan allows 250 requests a day), and the README says it automatically falls back to Yahoo Finance if that source fails. The README contains an affiliate link for a discounted Financial Modeling Prep plan. The code is MIT licensed.

This write-up is based on the project's README and public repository data. We have not hand-tested the tool. Data as of 2026-10-24.

License
MIT
Latest release
v2.2.3 · 2026-10-12
Last commit
2026-10-24
Contributors
11
Forks
638
Open issues and PRs
15
First published
2019-04-08

Source: GitHub, npm and PyPI public APIs.

#Financial Analysis#Quantitative Finance#Python Library#Market Data#Financial Ratios#Portfolio Management#Economic Indicators#AI Integration
$ Install
$ pip install financetoolkit -U
↗ Visit site★ GitHub
01

Features

01Over 200 transparent financial metrics (ratios, indicators, performance measurements).
02Supports diverse financial instruments including equities, options, crypto, and commodities.
03Provides access to extensive historical market data and financial statements.
04Integrates with AI assistants for conversational financial data querying via MCP.
05Includes a dedicated module for custom portfolio analysis and performance tracking.
02

Why choose it

+200+ ratios and indicators written as transparent formulas, so you can see how each number is calculated.
+Covers prices, statements, ratios, models, options and Greeks, performance and risk metrics in one library.
+Falls back automatically to Yahoo Finance if the primary data source fails.
+Simple pip install, MIT licensed.
03

Trade-offs

!Full data needs a Financial Modeling Prep API key, and the free plan is limited to 250 requests per day.
!The README includes an affiliate link for the data provider, so the recommendation is not neutral.
!The README is enormous (hundreds of thousands of characters of examples), which makes it hard to navigate; it is a library for analysis and not investment advice.
04

Maintenance check

ActiveChecked: 2026-10-25
Last commit
2026-10-25
Commits, last 90 days
100+
Releases, last 90 days
5
Latest release
v2.3.0 (2026-10-25)
Open issues
1
Recent issues with at least one comment
—
Commits per week, last 12 weeks
Commits per week, last 12 weeks: 30, 6, 2, 0, 7, 0, 0, 36, 2, 2, 10, 19

Oldest week on the left; the latest four weeks are orange. Source: GitHub commit activity.

Status rule: archived on GitHub = Archived; last commit within 90 days = Active; 91 to 365 days = Slowing; older = Stale. All figures come from the GitHub API on the date shown.

05

Compatibility

Python
Runtime
Verified via docs
AI Assistants
Integration
Verified via docs
06

Quick start

1
$ pip install financetoolkit -U
07

Use cases

↳Conducting transparent financial analysis and valuation using 200+ verified metrics.
↳Performing competitive analysis across various financial instruments.
↳Integrating financial data and metrics into AI assistant workflows for conversational querying.
↳Analyzing personal or custom investment portfolios and tracking performance.
↳Researching historical market trends, technical indicators, and economic data.
08

Alternatives

⚡Top VS:
VSFinnewsHunter★1.5k→VSretentioneering-tools★942→VSTrendRadar★63.2k→VSproperty-shared★18→
FinnewsHunter logo
FinnewsHunter★ 1.5k
FinnewsHunter: Multi-agent financial intelligence platform powered by AgenticX. Real-time news analysis, sentiment fusion, and alpha factor mining.
VSCompare→
retentioneering-tools logo
retentioneering-tools★ 942
Python toolkit, MCP server, and agent skills for reproducible, auditable clickstream and event log analytics. Helps AI agents, data scientists and analysts build, validate, and cross-check product analytics, quantitative UX, customer journeys, graph-based user flows, behavioral segmentation, A/B tests, process mining models, Markov chain simulation
VSCompare→
TrendRadar logo
TrendRadar★ 63.2k
⭐AI-driven public opinion & trend monitor with multi-platform aggregation, RSS, and smart alerts.🎯 告别信息过载,你的 AI 舆情监控助手与热点筛选工具!聚合多平台热点 + RSS 订阅,支持关键词精准筛选。AI 翻译 + AI 分析简报直推手机,也支持接入 MCP 架构,赋能 AI 自然语言对话分析、情感洞察与趋势预测等。支持 Docker ,数据本地/云端自持。集成微信/飞书/钉钉/Telegram/邮件/ntfy/bark/slack 等渠道智能推送。
VSCompare→
property-shared logo
property-shared★ 18
UK property data MCP server — Land Registry comps, EPC, Rightmove, rental yields, stamp duty, Companies House. 13 tools.
VSCompare→
OpenMetadata logo
OpenMetadata★ 15.6k
OpenMetadata is a unified metadata platform for data discovery, data observability, and data governance powered by a central metadata repository, in-depth column level lineage, and seamless team collaboration.
VSCompare→
unstract logo
unstract★ 7.3k
LLM-Driven Extraction of Unstructured Data — Built for API Deployments & ETL Pipeline Workflows
VSCompare→
moneymatter logo
moneymatter★ 190
Open-source, self-hosted budget tracker and personal finance app. Bank sync, multi-currency, investments, and a built-in MCP server for Claude and ChatGPT.
VSCompare→
excel-mcp-server logo
excel-mcp-server★ 4.3k
A Model Context Protocol server for Excel file manipulation
VSCompare→
See all alternatives →

Comments

Log in to leave a comment

No comments yet. Be the first!

On this page
01Features02Why choose it03Trade-offs04Maintenance check05Compatibility06Quick start07Use cases08Alternatives
JerBouma /
FinanceToolkit
↗

Open-source Python library with 200+ transparent financial ratios and indicators

5.5k638MIT
Last commit2d ago
StatusActive
CategoryData Processing
Contributors11
Latest releasev2.2.3
Links
Documentation↗Discussion↗Issues↗Releases↗
Cloud Infrastructure
Ad

Deploy on DigitalOcean

Host your MCP servers, Docker containers, and AI agents with $200 free credit over 60 days.

Claim $200 Free Credit
© 2026 AgentIndex.app|Built by a 10-year iOS Developer.
Best by use caseAboutContactAdvertisePrivacy PolicyTerms of UseQYSGitHubBuy me a coffee ☕

Browse by Category

MCP ServersCode AssistantWorkflow AutomationRAG / Knowledge BaseMulti-AgentBrowser AutomationLLM InfraDev ToolingObservability

Not affiliated with Anthropic, OpenAI or Microsoft.