Welcome to finstmt documentation!¶

PyPI - License

py-finstmt¶

Overview¶

Contains classes to work with financial statement data. Can calculate free cash flows and help project financial statements.

Getting Started¶

Install finstmt:

pip install finstmt

A simple example:

from finstmt import BalanceSheets, IncomeStatements, FinancialStatements
import pandas as pd

bs_path = r'WMT Balance Sheet.xlsx'
inc_path = r'WMT Income Statement.xlsx'
bs_df = pd.read_excel(bs_path)
inc_df = pd.read_excel(inc_path)
bs_data = BalanceSheets.from_df(bs_df)
inc_data = IncomeStatements.from_df(inc_df)
stmts = FinancialStatements(inc_data, bs_data)

See a more in-depth tutorial here.

Links¶

See the documentation here.

Development Status¶

This project is currently in early-stage development. There may be breaking changes often. While the major version is 0, minor version upgrades will often have breaking changes.

Developing¶

See the development guide for development details.

Author¶

Created by Nick DeRobertis. MIT License.

For more information on getting started, take a look at the tutorial and examples.

Tutorial

An overview¶

Quick Links¶

Find the source code on Github.

`FinancialStatements`(...)	Main class that holds all the financial statements.
`IncomeStatements`(statements)	Main class for holding income statement data.
`BalanceSheets`(statements)	Main class for holding balance sheet data.

API Documentation¶

finstmt
- finstmt package