# tidyquant [](https://github.com/business-science/tidyquant/actions/workflows/R-CMD-check.yaml) [](https://app.codecov.io/gh/business-science/tidyquant) [](https://cran.r-project.org/package=tidyquant)   > Bringing financial and business analysis to the tidyverse ## 2-Minutes To tidyquant Our short introduction to `tidyquant` on [YouTube](https://www.youtube.com/embed/woxJZTL2hok). # Features of tidyquant `tidyquant` integrates the best resources for collecting and analyzing financial data using `zoo`, `xts`, `quantmod`, `TTR`, and `PerformanceAnalytics`, with the tidy data infrastructure of the `tidyverse` allows for seamless interaction between each. You can now perform complete financial analyses in the `tidyverse`. - **A few core functions with a lot of power** - **Integrates the quantitative analysis functionality of `zoo`, `xts`, `quantmod`, `TTR`, and *now* `PerformanceAnalytics`** - **Designed for modeling and scaling analyses using the `tidyverse` tools in [*R for Data Science*](https://r4ds.hadley.nz/)** - **Implements `ggplot2` functionality for beautiful and meaningful financial visualizations** - **User-friendly documentation to get you up to speed quickly!** ### New Excel Functionality in tidyquant - [**Excel in R - Pivot Tables, VLOOKUPs, and more**](https://www.business-science.io/finance/2020/02/26/r-for-excel-users.html): Details on the **Excel integrations** are covered in the blog article. ## One-Stop Shop for Serious Financial Analysis With `tidyquant`, all the benefits add up to one thing: *a one-stop shop for serious financial analysis!* ### Core Functions - **Getting Financial Data from the web: `tq_get()`**. This is a one-stop shop for getting web-based financial data in a “tidy” data frame format. Get data for daily stock prices (historical), key statistics (real-time), key ratios (historical), financial statements, dividends, splits, economic data from the FRED, FOREX rates from Oanda. - **Manipulating Financial Data: `tq_transmute()` and `tq_mutate()`**. Integration for many financial functions from `xts`, `zoo`, `quantmod`, `TTR` and `PerformanceAnalytics` packages. `tq_mutate()` is used to add a column to the data frame, and `tq_transmute()` is used to return a new data frame which is necessary for periodicity changes. - **Performance Analysis and Portfolio Analysis: `tq_performance()` and `tq_portfolio()`**. The newest additions to the `tidyquant` family integrate `PerformanceAnalytics` functions. `tq_performance()` converts investment returns into performance metrics. `tq_portfolio()` aggregates a group (or multiple groups) of asset returns into one or more portfolios. ### Comparing Stock Prices Visualizing the stock price volatility of four stocks side-by-side is quick and easy… ### Evaluating Stock Performance What about stock performance? Quickly visualize how a \$10,000 investment in various stocks would perform. ### Evaluating Portfolio Performance Ok, stocks are too easy. What about portfolios? With the `PerformanceAnalytics` integration, visualizing blended portfolios is easy too! - Portfolio 1: 50% FB, 25% AMZN, 25% NFLX, 0% GOOG - Portfolio 2: 0% FB, 50% AMZN, 25% NFLX, 25% GOOG - Portfolio 3: 25% FB, 0% AMZN, 50% NFLX, 25% GOOG - Portfolio 4: 25% FB, 25% AMZN, 0% NFLX, 50% GOOG This just scratches the surface of `tidyquant`. Here’s how to install to get started. ## Installation Development Version with Latest Features: ``` r # install.packages("devtools") devtools::install_github("business-science/tidyquant") ``` CRAN Approved Version: ``` r install.packages("tidyquant") ``` ## Further Information The `tidyquant` package includes several vignettes to help users get up to speed quickly: - [TQ00 - Introduction to `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ00-introduction-to-tidyquant.html) - [TQ01 - Core Functions in `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ01-core-functions-in-tidyquant.html) - [TQ02 - R Quantitative Analysis Package Integrations in `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ02-quant-integrations-in-tidyquant.html) - [TQ03 - Scaling and Modeling with `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ03-scaling-and-modeling-with-tidyquant.html) - [TQ04 - Charting with `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ04-charting-with-tidyquant.html) - [TQ05 - Performance Analysis with `tidyquant`](https://business-science.github.io/tidyquant/articles/TQ05-performance-analysis-with-tidyquant.html) - [Blog Article: Excel in R - PivotTables, VLOOKUPs, and more!](https://www.business-science.io/finance/2020/02/26/r-for-excel-users.html) # Want to Learn tidyquant? - [Learning Lab \#9:](https://university.business-science.io/p/learning-labs-pro) - **Performance Analysis & Portfolio Optimization with `tidyquant`** - A 1-hour course on `tidyquant` in Learning Labs PRO - [Learning Lab \#10:](https://university.business-science.io/p/learning-labs-pro) - **Building an API with `plumber`** - Build a stock optimization API with `plumber` and `tidyquant` - [Learning Lab \#16:](https://university.business-science.io/p/learning-labs-pro) - **Stock Portfolio Optimization and Nonlinear Programming** - Use the `ROI` package with `tidyquant` to calculate optimal minimum variance portfolios and develop an efficient frontier. - [Learning Lab \#30:](https://university.business-science.io/courses/learning-labs-pro/lectures/14630075) - **Shiny Financial Analysis with Tidyquant API & Excel Pivot Tables** - Learn how to use the new Excel Functionality to make Pivot Tables, VLOOKUPs, SUMIFs, and more!