Finance Toolkit

200+ transparent financial metrics calculated from raw statements, not third-party endpoints.

io.github.JerBouma/financetoolkit · Repository · version 2.1.2 · 5.2k stars · listed from registry

Install

The sweep installs into a clean prefix, but this is the command a user would run:

uvx financetoolkit

Needs credentials: FINANCIAL_MODELING_PREP_API_KEY. The probe used placeholder values, so an amber needs credentials result below means the server asked for the real ones, not that it is broken. Maintainers: how to go green.

Results by platform

Linux

needs credentials2026-08-16 · probed over pypi

2 recorded runs, oldest first.

handshake failed: MCP error -32000: Connection closed
--- stderr (tail) ---
Traceback (most recent call last):
  File "/home/runner/.cache/uv/archive-v0/qr0HiyZsfXMjQThS/bin/financetoolkit-mcp", line 6, in <module>
    from financetoolkit.mcp_server.mcp_controller import main
  File "/home/runner/.cache/uv/archive-v0/qr0HiyZsfXMjQThS/lib/python3.12/site-packages/financetoolkit/__init__.py", line 8, in <module>
    from .portfolio.portfolio_controller import Portfolio
  File "/home/runner/.cache/uv/archive-v0/qr0HiyZsfXMjQThS/lib/python3.12/site-packages/financetoolkit/portfolio/portfolio_controller.py", line 9, in <module>
    from financetoolkit.portfolio import helpers, overview_model, portfolio_model
  File "/home/runner/.cache/uv/archive-v0/qr0HiyZsfXMjQThS/lib/python3.12/site-packages/financetoolkit/portfolio/helpers.py", line 6, in <module>
    import yaml
ModuleNotFoundError: No module named 'yaml'

macOS

needs credentials2026-08-16 · probed over pypi

2 recorded runs, oldest first.

handshake failed: MCP error -32000: Connection closed
--- stderr (tail) ---
Traceback (most recent call last):
  File "/Users/runner/.cache/uv/archive-v0/7HfsqhOgDNXS2tY3/bin/financetoolkit-mcp", line 6, in <module>
    from financetoolkit.mcp_server.mcp_controller import main
  File "/Users/runner/.cache/uv/archive-v0/7HfsqhOgDNXS2tY3/lib/python3.14/site-packages/financetoolkit/__init__.py", line 8, in <module>
    from .portfolio.portfolio_controller import Portfolio
  File "/Users/runner/.cache/uv/archive-v0/7HfsqhOgDNXS2tY3/lib/python3.14/site-packages/financetoolkit/portfolio/portfolio_controller.py", line 9, in <module>
    from financetoolkit.portfolio import helpers, overview_model, portfolio_model
  File "/Users/runner/.cache/uv/archive-v0/7HfsqhOgDNXS2tY3/lib/python3.14/site-packages/financetoolkit/portfolio/helpers.py", line 6, in <module>
    import yaml
ModuleNotFoundError: No module named 'yaml'

Windows

needs credentials2026-08-16 · probed over pypi

2 recorded runs, oldest first.

handshake failed: MCP error -32000: Connection closed
--- stderr (tail) ---
Traceback (most recent call last):
  File "<frozen runpy>", line 198, in _run_module_as_main
  File "<frozen runpy>", line 88, in _run_code
  File "C:\Users\runneradmin\AppData\Local\uv\cache\archive-v0\3INuBeOGCGHquHgy\Scripts\financetoolkit-mcp-inspector.exe\__main__.py", line 4, in <module>
  File "C:\Users\runneradmin\AppData\Local\uv\cache\archive-v0\3INuBeOGCGHquHgy\Lib\site-packages\financetoolkit\__init__.py", line 8, in <module>
    from .portfolio.portfolio_controller import Portfolio
  File "C:\Users\runneradmin\AppData\Local\uv\cache\archive-v0\3INuBeOGCGHquHgy\Lib\site-packages\financetoolkit\portfolio\portfolio_controller.py", line 9, in <module>
    from financetoolkit.portfolio import helpers, overview_model, portfolio_model
  File "C:\Users\runneradmin\AppData\Local\uv\cache\archive-v0\3INuBeOGCGHquHgy\Lib\site-packages\financetoolkit\portfolio\helpers.py", line 6, in <module>
    import yaml
ModuleNotFoundError: No module named 'yaml'

Badge

Paste this into the project README to show the current result:

[![does it install](https://img.shields.io/endpoint?url=https://doesitinstall.com/badge/io.github.jerbouma__financetoolkit.json)](https://doesitinstall.com/s/io.github.jerbouma__financetoolkit.html)