/py-finstmt

Python package for working with financial statement data

Primary LanguageJupyter NotebookMIT LicenseMIT

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py-finstmt

Overview

Contains classes to work with financial statement data. Can calculate free cash flows and help project financial statements.

Getting Started

Install finstmt:

pip install finstmt

A simple example:

from finstmt import BalanceSheets, IncomeStatements, FinancialStatements
import pandas as pd

bs_path = r'WMT Balance Sheet.xlsx'
inc_path = r'WMT Income Statement.xlsx'
bs_df = pd.read_excel(bs_path)
inc_df = pd.read_excel(inc_path)
bs_data = BalanceSheets.from_df(bs_df)
inc_data = IncomeStatements.from_df(inc_df)
stmts = FinancialStatements(inc_data, bs_data)

See a more in-depth tutorial here.

Links

See the documentation here.

Development Status

This project is currently in early-stage development. There may be breaking changes often. While the major version is 0, minor version upgrades will often have breaking changes.

Developing

See the development guide for development details.

Author

Created by Nick DeRobertis. MIT License.