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FinanceToolkit

FinanceToolkit

This is a free open-source toolkit written in Python in which 200+ financial ratios, indicators and performance measurem

Coding Agents
8.0 /10
Open Source

Last Updated

2026-06-14

GitHub Stars

4,967

About FinanceToolkit

[![FinanceToolkit](https://github.com/JerBouma/FinanceToolkit/assets/46355364/198d47bd-e1b3-492d-acc4-5d9f02d1d009)](https://github.com/JerBouma/FinanceToolkit)

Our Verdict

A coding agent that is open-source and self-hostable backed by 5.0k GitHub stars. This is a free open-source toolkit written in Python in which 200+ financial ratios, indicators and performance measurements are written down in the most simplistic way allowing for complete….

Features

The financial statements are automatically standardized (base
The fiscal year of each company is automatically converted to
An overall rating - Discounted Cash Flow (DCF) - Return on Eq
Return on Assets (ROA) - Debt to Equity (DE) - Price Earnings
Price to Book (PB) As an example
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Detailed Ratings

Ease of Use
7.7
Value for Money
8.2
Features
8.0
Support
7.4
Performance
8.1
Overall Rating
8.0 /10

Pros & Cons

Pros

  • Open-source — fully self-hostable and auditable
  • Active community with 5.0k GitHub stars
  • Price to Book (PB) As an example

Cons

  • Requires technical setup; less hand-holding than managed alternatives
  • Limited third-party reviews and benchmarks

Use Cases

Code generationCode reviewDebuggingRefactoring

Who Is It For?

Teams and individuals looking for software development automation who value open-source flexibility and control.

#economics#equities#factor-analysis#finance#financial-analysis#table

Frequently Asked Questions

What is FinanceToolkit?

[![FinanceToolkit](https://github.com/JerBouma/FinanceToolkit/assets/46355364/198d47bd-e1b3-492d-acc4-5d9f02d1d009)](https://github.com/JerBouma/FinanceToolkit)

How much does FinanceToolkit cost?

FinanceToolkit is open-source and free to self-host. See https://github.com/JerBouma/FinanceToolkit for installation instructions.

Is FinanceToolkit open source?

Yes — FinanceToolkit is open source with 5.0k stars. The source code is on GitHub at https://github.com/JerBouma/FinanceToolkit.

Who should use FinanceToolkit?

Teams and individuals looking for software development automation who value open-source flexibility and control.

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