Load into the Toolkit

Converts the Portfolio to a Finance Toolkit object.

This method converts the Portfolio object to a Finance Toolkit object, enabling the use of the Toolkit’s 500+ financial methods for the portfolio’s assets. If the historical data of the assets or the benchmark cannot be collected, an empty DataFrame is returned instead.

Next to the historical data, the portfolio weights are also loaded in the Toolkit class. This, together with the “Portfolio” ticker, enables the possibility to calculate any Toolkit metric for all assets in the portfolio in combination with the Portfolio itself which is a weighted average of other results based on the portfolio weights over time.

Load into the Toolkit in Python

Install the Finance Toolkit with:

pip install financetoolkit -U

Then call toolkit as shown below.

from financetoolkit import Portfolio

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

toolkit = portfolio.toolkit

toolkit.ratios.get_net_profit_margin()

Which returns:

Related Portfolio Functions