Projects
When I discovered Python during my university studies, I was immediately captivated by its incredible versatility in the financial domain. Since then, I have devoted countless hours to programming in this language, whether developing internal models for companies like a.s.r. asset management and PGGM or contributing to open-source projects (as demonstrated on this page).
Witnessing the repetition of models and calculations within financial institutions has made me a strong advocate for open source, as it liberates individuals and firms from relying solely on proprietary models. By sharing my work openly, I aim to contribute to the democratization of financial knowledge and tools, fostering a more inclusive and innovative financial ecosystem.
Looking to get into Financial Modelling?
Have a look at my in-depth guide on Financial Modelling with Python, which covers the basics, project setup, structure, and how to build and test a financial model. The purpose of this guide is to share my findings over the years and highlight common mistakes I’ve observed in both open-source and proprietary models.
Finance Toolkit
This open-source package provides over 200 financial ratios, indicators, and performance measurements, implemented straightforwardly to ensure complete transparency of the calculation methods. This enables you to avoid reliance on metrics from external providers and perform efficient calculations directly from financial statements. It promotes a uniform calculation method that is accessible and understandable to everyone.
The Finance Toolkit complements the Finance Database well. By utilizing both, you can perform a comprehensive competitive analysis using tickers from the Finance Database as input for the Finance Toolkit.
Finance Toolkit MCP
The Finance Toolkit MCP Server brings the 500+ methods of the Finance Toolkit to any AI assistant that supports the Model Context Protocol (MCP). Ask Claude, ChatGPT, Cursor, Copilot or any other MCP-compatible assistant to analyse equities, benchmark performance, inspect macro conditions or run technical indicators in plain English, with every number computed by the same transparent, open-source formulas as the Python package.
The server is available in two flavours that expose exactly the same tools: a hosted remote server that needs nothing installed, and a local server that runs on your own machine through uvx.
Finance Database
This database features over 300,000 symbols, including Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies, and Money Markets. It allows you to gain a broad overview of sectors, industries, investment types, and much more.
The explicit aim of this database is not to provide up-to-date fundamentals or stock data, as these can be easily obtained (using symbols from this database) with tools like yfinance or FundamentalAnalysis. Instead, it provides insights into the products available in each country, industry, and sector, offering essential information about each one. With this information, you can analyze specific areas of the financial world or locate hard-to-find products.
OpenBB
The OpenBB Platform provides access to data on equities, options, crypto, forex, macroeconomics, fixed income, and more. It also offers a broad range of extensions to tailor the user experience.
During my time at OpenBB, I made significant code contributions to the OpenBB Platform (formerly the OpenBB Terminal). My contributions focused on areas such as Macro and Microeconomics, Econometrics, Fundamental Analysis, and more. I am proud to have worked on this project and excited about its future direction. As a competitor to Bloomberg, Reuters, and FactSet, OpenBB is a platform poised for long-term impact.
The Passive Investor
With the large increase in available ETFs, choosing the best investment can be challenging. Numerous providers exist (iShares, Vanguard, Invesco), and ETFs vary based on underlying strategies (e.g., High Yield, Super Dividends, Equal Weighted).
This variety is evident when searching for an S&P 500 ETF, where over 20 different options are available. With this package, I aim to simplify investment decision-making and management.
This project has been archived due to being a project that I no longer maintain.
Personal Finance
With PersonalFinance, I aim to simplify personal finance management. By defining categories with appropriate keywords, you ensure the model categorizes transactions according to your specifications. This is effective because it’s not a generic model trained on a large, diverse dataset of global transactions. Instead, it’s trained on your data, enabling it to accurately categorize transactions specific to your financial habits.
To handle variations without requiring exact matches, the package uses the Levenshtein distance to measure string similarity. Complex logic is intentionally limited so that the categorization remains intuitive and understandable.
This project has been archived due to being a project that I no longer maintain.