{
"cells": [
{
"attachments": {},
"cell_type": "markdown",
"id": "55822295",
"metadata": {},
"source": [
"\n",
"\n",
"**The FinanceToolkit** is an open-source toolkit in which all relevant financial ratios (100+), indicators and performance measurements are written down in the most simplistic way allowing for complete transparency of the calculation method. This allows you to not have to rely on metrics from other providers and, given a financial statement, allow for efficient manual calculations. This leads to one uniform method of calculation being applied that is available and understood by everyone."
]
},
{
"cell_type": "markdown",
"id": "2937a8f2",
"metadata": {},
"source": [
"# Installation\n",
"To install the FinanceToolkit it simply requires the following:\n",
"\n",
"```\n",
"pip install financetoolkit -U\n",
"```\n",
"\n",
"From within Python use:\n",
"\n",
"```python\n",
"from financetoolkit import Toolkit\n",
"```\n",
" \n",
"To be able to get started, you need to obtain an API Key from FinancialModelingPrep. This is used to gain access to 30+ years of financial statement both annually and quarterly. Note that the Free plan is limited to 250 requests each day, 5 years of data and only features companies listed on US exchanges.\n",
"\n",
"___ \n",
"\n",
"
| \n", " | A5M | \n", "Australia | \n", "Austria | \n", "Belgium | \n", "Brazil | \n", "Chile | \n", "China | \n", "Colombia | \n", "Costa Rica | \n", "Czech Republic | \n", "... | \n", "Slovakia | \n", "Slovenia | \n", "South Africa | \n", "South Korea | \n", "Spain | \n", "Sweden | \n", "Switzerland | \n", "Turkey | \n", "United Kingdom | \n", "United States | \n", "
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-01 | \n", "99.9826 | \n", "99.4249 | \n", "99.6043 | \n", "100.2120 | \n", "98.9882 | \n", "100.8037 | \n", "99.4658 | \n", "101.8243 | \n", "99.7311 | \n", "101.9862 | \n", "... | \n", "101.8108 | \n", "100.5566 | \n", "100.1562 | \n", "100.3166 | \n", "101.0394 | \n", "100.1194 | \n", "100.4138 | \n", "100.5686 | \n", "101.9622 | \n", "101.1699 | \n", "
| 2015-02 | \n", "100.4167 | \n", "99.6966 | \n", "99.6174 | \n", "100.5463 | \n", "98.4478 | \n", "100.5659 | \n", "99.7503 | \n", "101.1423 | \n", "99.7195 | \n", "101.8922 | \n", "... | \n", "102.0174 | \n", "100.7576 | \n", "99.9294 | \n", "100.3657 | \n", "101.5988 | \n", "100.1236 | \n", "100.4439 | \n", "100.2895 | \n", "102.2285 | \n", "101.1724 | \n", "
| 2015-03 | \n", "100.6784 | \n", "99.7966 | \n", "99.7613 | \n", "100.7202 | \n", "98.1323 | \n", "99.9244 | \n", "99.7983 | \n", "100.5836 | \n", "99.6741 | \n", "101.9735 | \n", "... | \n", "102.1038 | \n", "101.0605 | \n", "99.5808 | \n", "100.4030 | \n", "102.0159 | \n", "100.1711 | \n", "100.5866 | \n", "100.0176 | \n", "102.4154 | \n", "101.0781 | \n", "
| 2015-04 | \n", "100.7871 | \n", "99.7804 | \n", "99.8793 | \n", "100.8224 | \n", "98.0361 | \n", "99.2454 | \n", "99.8089 | \n", "100.6284 | \n", "99.5314 | \n", "102.1331 | \n", "... | \n", "101.9875 | \n", "101.4456 | \n", "99.1057 | \n", "100.4695 | \n", "102.1551 | \n", "100.1912 | \n", "100.7446 | \n", "99.9428 | \n", "102.4086 | \n", "101.0246 | \n", "
| 2015-05 | \n", "100.7440 | \n", "99.7498 | \n", "99.8631 | \n", "100.8745 | \n", "97.9388 | \n", "98.7653 | \n", "99.7272 | \n", "100.8543 | \n", "99.1851 | \n", "102.2605 | \n", "... | \n", "101.7892 | \n", "101.6148 | \n", "98.6539 | \n", "100.3935 | \n", "102.0154 | \n", "100.2623 | \n", "100.7850 | \n", "99.9567 | \n", "102.2801 | \n", "100.9460 | \n", "
| ... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "
| 2025-04 | \n", "97.3745 | \n", "99.0842 | \n", "98.0096 | \n", "98.7509 | \n", "99.6539 | \n", "98.2431 | \n", "94.6546 | \n", "98.3546 | \n", "103.3826 | \n", "100.0932 | \n", "... | \n", "99.4515 | \n", "98.3345 | \n", "97.7522 | \n", "99.4031 | \n", "100.2190 | \n", "97.6192 | \n", "96.9945 | \n", "99.0738 | \n", "98.7685 | \n", "96.4699 | \n", "
| 2025-05 | \n", "97.4433 | \n", "99.0768 | \n", "98.0650 | \n", "98.9991 | \n", "99.7932 | \n", "98.0731 | \n", "94.6868 | \n", "98.8348 | \n", "103.3202 | \n", "100.4470 | \n", "... | \n", "99.5385 | \n", "98.6283 | \n", "98.1630 | \n", "100.1136 | \n", "100.2189 | \n", "97.6639 | \n", "96.7641 | \n", "99.1215 | \n", "98.9928 | \n", "96.4852 | \n", "
| 2025-06 | \n", "97.5540 | \n", "99.1608 | \n", "98.2117 | \n", "99.3079 | \n", "99.8661 | \n", "98.0181 | \n", "94.7569 | \n", "99.4818 | \n", "103.2850 | \n", "100.7364 | \n", "... | \n", "99.6920 | \n", "98.6574 | \n", "98.6743 | \n", "100.8472 | \n", "100.1976 | \n", "98.0899 | \n", "96.9165 | \n", "99.0824 | \n", "99.2866 | \n", "96.8102 | \n", "
| 2025-07 | \n", "97.6976 | \n", "99.3327 | \n", "98.4716 | \n", "99.5135 | \n", "99.9079 | \n", "97.8922 | \n", "94.8888 | \n", "100.1195 | \n", "103.2685 | \n", "100.8953 | \n", "... | \n", "99.8484 | \n", "98.5046 | \n", "NaN | \n", "101.3573 | \n", "100.1277 | \n", "98.5299 | \n", "97.3096 | \n", "98.9622 | \n", "99.5517 | \n", "97.0238 | \n", "
| 2025-08 | \n", "NaN | \n", "99.6194 | \n", "98.8218 | \n", "99.6132 | \n", "99.9110 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "103.2588 | \n", "100.8248 | \n", "... | \n", "99.9280 | \n", "98.4110 | \n", "NaN | \n", "101.7056 | \n", "99.9926 | \n", "98.8052 | \n", "97.7855 | \n", "98.9130 | \n", "99.8531 | \n", "97.0554 | \n", "
128 rows × 49 columns
\n", "| \n", " | Australia | \n", "Austria | \n", "Belgium | \n", "Brazil | \n", "Bulgaria | \n", "Canada | \n", "Chile | \n", "China | \n", "Colombia | \n", "Croatia | \n", "... | \n", "Slovakia | \n", "Slovenia | \n", "South Africa | \n", "South Korea | \n", "Spain | \n", "Sweden | \n", "Switzerland | \n", "Turkey | \n", "United Kingdom | \n", "United States | \n", "
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "... | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "100.0000 | \n", "
| 2016 | \n", "104.8458 | \n", "105.3093 | \n", "100.8316 | \n", "91.8195 | \n", "105.2416 | \n", "109.0828 | \n", "102.8668 | \n", "109.8779 | \n", "102.6115 | \n", "102.0184 | \n", "... | \n", "106.9976 | \n", "103.7368 | \n", "98.7030 | \n", "100.2926 | \n", "104.4196 | \n", "107.3043 | \n", "101.8157 | \n", "105.9177 | \n", "105.6606 | \n", "104.5030 | \n", "
| 2017 | \n", "112.2037 | \n", "108.6660 | \n", "102.3238 | \n", "88.9353 | \n", "109.3557 | \n", "120.4329 | \n", "108.5752 | \n", "122.4894 | \n", "105.6854 | \n", "105.0060 | \n", "... | \n", "112.0851 | \n", "110.6011 | \n", "98.4021 | \n", "99.5476 | \n", "109.2339 | \n", "112.4703 | \n", "102.9396 | \n", "105.6328 | \n", "108.4710 | \n", "108.9820 | \n", "
| 2018 | \n", "108.7699 | \n", "112.7743 | \n", "103.2827 | \n", "85.0527 | \n", "113.8528 | \n", "122.8584 | \n", "117.3649 | \n", "127.0653 | \n", "107.7614 | \n", "109.8474 | \n", "... | \n", "118.1833 | \n", "117.8834 | \n", "97.9798 | \n", "99.5209 | \n", "114.9663 | \n", "108.6998 | \n", "104.7503 | \n", "99.9078 | \n", "109.6904 | \n", "113.2867 | \n", "
| 2019 | \n", "102.5096 | \n", "117.5237 | \n", "105.6010 | \n", "82.1808 | \n", "118.3055 | \n", "122.6570 | \n", "124.9467 | \n", "128.3166 | \n", "109.2057 | \n", "118.3682 | \n", "... | \n", "126.0504 | \n", "124.0486 | \n", "96.7989 | \n", "98.5311 | \n", "119.6432 | \n", "109.1533 | \n", "108.8706 | \n", "91.3558 | \n", "109.1344 | \n", "117.2765 | \n", "
| 2020 | \n", "106.7003 | \n", "125.1667 | \n", "109.1309 | \n", "79.6703 | \n", "124.7349 | \n", "129.6551 | \n", "126.5440 | \n", "129.7477 | \n", "109.4117 | \n", "126.7654 | \n", "... | \n", "135.1699 | \n", "130.1635 | \n", "96.2308 | \n", "100.8824 | \n", "122.2565 | \n", "112.7585 | \n", "114.0782 | \n", "100.1884 | \n", "111.7189 | \n", "125.0846 | \n", "
| 2021 | \n", "122.6994 | \n", "136.6783 | \n", "113.4316 | \n", "74.6759 | \n", "127.5326 | \n", "144.4854 | \n", "135.4935 | \n", "133.5648 | \n", "108.2568 | \n", "132.5081 | \n", "... | \n", "139.3685 | \n", "140.6239 | \n", "98.8796 | \n", "107.0380 | \n", "124.0121 | \n", "121.4948 | \n", "121.6875 | \n", "114.2682 | \n", "117.9647 | \n", "139.9731 | \n", "
| 2022 | \n", "124.3771 | \n", "141.7728 | \n", "108.6400 | \n", "71.7234 | \n", "125.5541 | \n", "152.0811 | \n", "130.7325 | \n", "132.2327 | \n", "102.5216 | \n", "137.6079 | \n", "... | \n", "141.7601 | \n", "146.8407 | \n", "96.1229 | \n", "104.6871 | \n", "125.0598 | \n", "118.0222 | \n", "127.5111 | \n", "155.3231 | \n", "119.1722 | \n", "149.0464 | \n", "
| 2023 | \n", "118.9778 | \n", "127.1247 | \n", "104.8267 | \n", "72.1163 | \n", "127.0772 | \n", "143.8567 | \n", "131.5896 | \n", "131.7182 | \n", "102.1181 | \n", "141.8082 | \n", "... | \n", "128.3041 | \n", "146.3888 | \n", "91.4858 | \n", "93.9717 | \n", "123.4382 | \n", "104.6369 | \n", "127.2370 | \n", "195.4770 | \n", "111.9294 | \n", "150.4652 | \n", "
| 2024 | \n", "121.9201 | \n", "122.7190 | \n", "106.5445 | \n", "73.9156 | \n", "141.0875 | \n", "144.4787 | \n", "134.4594 | \n", "133.3831 | \n", "105.6873 | \n", "151.6344 | \n", "... | \n", "128.6253 | \n", "154.0959 | \n", "88.5449 | \n", "92.1490 | \n", "128.7074 | \n", "101.9079 | \n", "129.4432 | \n", "174.9622 | \n", "109.5577 | \n", "154.7394 | \n", "
10 rows × 50 columns
\n", "| \n", " | Australia | \n", "Austria | \n", "Belgium | \n", "Bulgaria | \n", "Canada | \n", "Chile | \n", "Colombia | \n", "Costa Rica | \n", "Croatia | \n", "Czech Republic | \n", "... | \n", "Romania | \n", "Slovakia | \n", "Slovenia | \n", "South Korea | \n", "Spain | \n", "Sweden | \n", "Switzerland | \n", "Turkey | \n", "United Kingdom | \n", "United States | \n", "
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1955Q1 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.048000 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "... | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.047333 | \n", "
| 1955Q2 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.044333 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "... | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.044000 | \n", "
| 1955Q3 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.040667 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "... | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.041000 | \n", "
| 1955Q4 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.038333 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "... | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.042333 | \n", "
| 1956Q1 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.037000 | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "... | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "NaN | \n", "0.040333 | \n", "
| ... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "... | \n", "
| 2024Q2 | \n", "0.040421 | \n", "0.051333 | \n", "0.055333 | \n", "0.041000 | \n", "0.063000 | \n", "0.081251 | \n", "0.102690 | \n", "0.085116 | \n", "0.051333 | \n", "0.027333 | \n", "... | \n", "0.052333 | \n", "0.054333 | \n", "0.035333 | \n", "0.028000 | \n", "0.115667 | \n", "0.083333 | \n", "0.041020 | \n", "0.086333 | \n", "0.042 | \n", "0.040000 | \n", "
| 2024Q3 | \n", "0.041306 | \n", "0.053333 | \n", "0.057000 | \n", "0.040000 | \n", "0.065667 | \n", "0.085302 | \n", "0.098483 | \n", "0.066090 | \n", "0.050333 | \n", "0.027000 | \n", "... | \n", "0.057000 | \n", "0.052667 | \n", "0.041667 | \n", "0.025333 | \n", "0.113000 | \n", "0.085333 | \n", "0.046154 | \n", "0.087333 | \n", "0.043 | \n", "0.041667 | \n", "
| 2024Q4 | \n", "0.040041 | \n", "0.053667 | \n", "0.059000 | \n", "0.039667 | \n", "0.067333 | \n", "0.085947 | \n", "0.097501 | \n", "0.068727 | \n", "0.049000 | \n", "0.026667 | \n", "... | \n", "0.056667 | \n", "0.052333 | \n", "0.037333 | \n", "0.030333 | \n", "0.108333 | \n", "0.084000 | \n", "0.044478 | \n", "0.086333 | \n", "0.044 | \n", "0.041333 | \n", "
| 2025Q1 | \n", "0.040806 | \n", "0.054667 | \n", "0.061667 | \n", "0.035000 | \n", "0.066333 | \n", "0.086384 | \n", "0.095174 | \n", "0.074661 | \n", "0.049000 | \n", "0.026000 | \n", "... | \n", "0.059667 | \n", "0.053000 | \n", "0.038000 | \n", "0.028333 | \n", "0.108000 | \n", "0.088333 | \n", "0.046261 | \n", "0.082333 | \n", "0.045 | \n", "0.041000 | \n", "
| 2025Q2 | \n", "0.041637 | \n", "0.056667 | \n", "0.060333 | \n", "0.035000 | \n", "0.069333 | \n", "0.086575 | \n", "0.086921 | \n", "0.073930 | \n", "0.047333 | \n", "0.028333 | \n", "... | \n", "0.060333 | \n", "0.053000 | \n", "0.033333 | \n", "0.026667 | \n", "0.105667 | \n", "0.086333 | \n", "NaN | \n", "0.084000 | \n", "0.047 | \n", "0.041667 | \n", "
282 rows × 45 columns
\n", "