Investment Analysis — Finance Libraries

Open source finance libraries for investment analysis.

alpha2phi
9 min readMar 23

--

Investment Analysis — Finance Libraries

Besides fundamental analysis, we can use quantitative analysis, sentiment analysis, machine learning, and other techniques to make investment decisions and portfolio optimization. As developers, there are many libraries we can explore.

In this article, let’s check out those financial analysis libraries.

This article is part of the Investment Analysis series.

The source code is available in this repository.

Getting Started

There are many open-source libraries available for finance analysis purposes. As of this writing, many of them are not actively maintained or already archived.

In this article, we will go through libraries that still work as of this writing.

OpenBB Terminal

We talked about OpenBB Terminal in several previous articles. It is an open-source investment research software platform for accessing and analyzing financial market data, providing state-of-the-art data science and machine learning technologies to make sense of raw unrefined data.

The software itself does not provide the financial data and we need to configure the API keys to access the different data sources.

OpenBB Terminal

Besides using the terminal, we can use OpenBB Routine files (.openbb) to automate processes and repetitive tasks.

A routine file is just a simple script that can be created or modified in any basic text editor, the only difference between a plain-text file and an OpenBB Routine file is the .openbb file extension. Additionally, routine files can be captured with the macro recorder, controlled with global commands, record & stop.

This open-source platform is worth checking out. Do give it a try!

Yahooquery

With yfinance having an issue with decryption, Yahooquery is a good alternative.

--

--

alpha2phi

Software engineer, Data Science and ML practitioner.