The Portfolio module calculates important portfolio metrics, allowing you to compare your portfolio against a benchmark, analyze individual asset performance and load your portfolio directly into the Finance Toolkit.

Every function of the Portfolio module has its own page with an example and its parameters. Pick one from the sidebar on the left.Every function of the Portfolio module has its own page with an example and its parameters. Pick one from the .

To install the FinanceToolkit it simply requires the following:

pip install financetoolkit -U
Modules: Toolkit Discovery Ratios Models Options Technicals Fixed Income Risk Performance Econometrics Economics Portfolio
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Getting Started

Import the Portfolio class and create an instance as shown below.

from financetoolkit import Portfolio

portfolio = Portfolio(example=True, api_key="FINANCIAL_MODELING_PREP_KEY")

The sidebar gives access to every function in the Portfolio module, each on its own page with a description, an example and its parameters. Pick one there to open it.The sidebar gives access to every function in the Portfolio module, each on its own page with a description, an example and its parameters. On a phone, open the to pick one.