JerBouma/FinanceToolkit

What it solves

FinanceToolkit provides a transparent, open-source alternative to proprietary financial metric providers. It solves the problem of inconsistent financial metrics (like PE ratios) across different websites, where the underlying calculation methods are often hidden or vary by source. By providing over 500 standardized financial methods, it allows users to calculate metrics consistently and avoid dependence on "black box" providers.

How it works

The toolkit is a Python library that retrieves financial data from sources like Financial Modeling Prep (primary) and Yahoo Finance (secondary). It applies standardized, open formulas to this raw data to compute ratios, indicators, and metrics.

Key capabilities include:

• Time-series analysis: Using rolling and trailing windows to turn snapshots into trends.
• Growth tracking: Calculating period-over-period growth with adjustable lag settings.
• Standardization: Converting raw values into Z-scores (standard deviations from historical means) for easier ranking and scoring.

Who it’s for

It is designed for financial analysts, investors, and developers who need reliable, transparent, and reproducible financial calculations for equities, options, currencies, cryptocurrencies, ETFs, mutual funds, indices, and commodities.

Highlights

• Extensive Library: Over 500 financial methods for valuation, profitability, and risk.
• Broad Asset Support: Covers everything from stocks and crypto to money markets and economic indicators.
• MCP Server Integration: Available as a Model Context Protocol (MCP) server, allowing AI agents (like Claude or Cursor) to query financial methods without writing code.
• Data Flexibility: Supports multiple data sources with configurable fallback behavior.
• Discovery Tools: Includes a standalone module for screening stocks and finding instruments based on specific criteria.