PerFin

PerFin is a Personal Finance library for Python

What is PerFin

It's basically a wrapper library for Pandas and Zipline with the focus on an easy to use interface

Implemented so far:

• Load and handle csv files
• Calculate montly savings and outliers
• Get aggregates for easy analytics
• Support to model simple stock portfolios and doing weight analysis on them.

How to Install

Requirements

PerFin, more specific cvxopt requires the umfpack.h header file. On Mac you can easily install it via brew, see the following link: Scientific packages for Python3

More to come

• Will add a simple API for backtesting, plotting in Jupyter, monte carlo simulations ... over the next month

Examples

Please have a look at the examples directory for all examples.

To get a PerFin playground execute the following steps

1. Define a environment variable 'PERFIN_FILES' and point it to the directory with the csv files you want to work on

• on MacOS or Linux it's

  export PERFIN_FILES=/home/user/files

• Note: Right now, if you have on folder for all .csv files, they will all be put together into one dataframe, regardless if the filenames say 'checking' or 'saving'.

2. Open the interpreter in the PerFin folder. Load the playground script from the examples folder.

• Option 1: Import the playground module. The code is directly executed and is then available via playground.data
• Option 2: Add the variables to the interpreters global scope e.g.

  exec(open("/Users/admin/pythonprojects/perfin/examples/playground.py").read(), globals())

3. Have fun