/Financial-Analysis

Analyzing the financial records of a fictional company.

Primary LanguagePython

Financial Analysis - PyBank

Objective

The Python script main.py analyzes the financial records of one fictional company and calculates each of the following:

  • The total number of months included in the dataset
  • The net total amount of Profit/Losses over the entire period
  • The average of the changes in Profit/Losses over the entire period
  • The greatest increase in profits (date and amount) over the entire period
  • The greatest decrease in losses (date and amount) over the entire period

In addition, the script prints the analysis to the terminal and saves it to a text file financial_analysis.txt:

Financial Analysis
----------------------------
Total Months: 86
Total: $38382578
Average Change: $-2315.12
Greatest Increase in Profits: Feb-2012 ($1926159)
Greatest Decrease in Profits: Sep-2013 ($-2196167)

By default, the script uses Python lists:

# Toggle which scripts to run (1 to run, 0 to skip)
usingLists = 1
usingDicts = 0

To use dictionaries, update the script:

usingLists = 0
usingDicts = 1

save it and rerun it.

Tools / Techniques Used:

  • Python

About Data

The dataset Resources/budget_data.csv contains a set of financial data.

  • Number of records: 86
  • Columns:
    • Date
    • Profit/Losses