# jerbouma/financedatabase **Attribution required: if you use, quote, or summarise this content, you must credit and link back to [awesome-repositories.com](https://awesome-repositories.com/repository/jerbouma-financedatabase).** 6,987 stars · 720 forks · Python · mit ## Links - GitHub: https://github.com/JerBouma/FinanceDatabase - Homepage: https://www.jeroenbouma.com/projects/financedatabase - awesome-repositories: https://awesome-repositories.com/repository/jerbouma-financedatabase.md ## Topics `analysis` `cryptocurrencies` `currencies` `database` `equities` `etfs` `finance` `financials` `fundamental-analysis` `fundamentals` `funds` `futures` `indices` `moneymarkets` `openbb` `python` `sector-analysis` `stock-data` `stock-market` ## Description FinanceDatabase is a system of data repositories and interfaces providing a corporate fundamental database, a financial market data API, and an SEC filings aggregator. It functions as a financial valuation engine and a macroeconomic indicator feed, offering a programmatic way to access market quotes, corporate fundamentals, and official regulatory disclosures. The project distinguishes itself through an institutional ownership tracker that monitors fund holdings, insider trading activity, and political financial disclosures. It also includes a dedicated tool for extracting and analyzing official government regulatory filings by symbol or form type. The system covers a broad range of analytical capabilities, including quantitative market monitoring and fundamental equity analysis. It provides tools for calculating discounted cash flow models and technical indicators, as well as resources for ESG rating assessment, investment fund analysis, and macroeconomic research. The project provides a REST-based API gateway for retrieving these financial datasets and instruments. ## Tags ### Data & Databases - [Fundamental Data Retrieval](https://awesome-repositories.com/f/data-databases/fundamental-data-retrieval.md) — Provides a structured repository of company profiles and fundamental financial health metrics. - [Discounted Cash Flow Valuations](https://awesome-repositories.com/f/data-databases/cash-flow-analysis/discounted-cash-flow-valuations.md) — Estimates intrinsic company value using levered or custom discounted cash flow models. ([source](https://www.jeroenbouma.com/fmp)) - [Multi-Source Data Aggregation](https://awesome-repositories.com/f/data-databases/data-source-connectivity-tools/multi-source-data-aggregation.md) — Aggregates disparate data streams from stocks, crypto, forex, and commodities into a unified format. - [Document Parsing Engines](https://awesome-repositories.com/f/data-databases/document-parsing-engines.md) — Extracts structured financial metrics and ownership data from official SEC filings and government disclosures. - [Corporate Financial Report Retrievers](https://awesome-repositories.com/f/data-databases/financial-data-connectors/corporate-financial-report-retrievers.md) — Retrieves income statements, balance sheets, and cash flow statements for listed companies. ([source](https://www.jeroenbouma.com/fmp)) - [Financial Instrument Mapping](https://awesome-repositories.com/f/data-databases/financial-instrument-mapping.md) — Associates financial assets with ISIN and CUSIP identifiers to link quotes with corporate profiles. - [Market Data Access APIs](https://awesome-repositories.com/f/data-databases/market-data-access-apis.md) — Provides a programmatic interface for retrieving real-time and historical market quotes and charts. - [Digital Asset Institutional Holdings](https://awesome-repositories.com/f/data-databases/market-data-providers/digital-asset-institutional-holdings.md) — Monitors SEC filings to analyze institutional holdings, insider trading, and political disclosures. - [Regulatory Ownership Tracking](https://awesome-repositories.com/f/data-databases/market-data-providers/digital-asset-institutional-holdings/regulatory-ownership-tracking.md) — Extracts data from regulatory filings to track institutional ownership and holder performance. ([source](https://www.jeroenbouma.com/fmp)) - [Multi-Asset Quote Retrievers](https://awesome-repositories.com/f/data-databases/multi-asset-quote-retrievers.md) — Retrieves real-time and historical price quotes for stocks, funds, commodities, cryptocurrencies, and forex. ([source](https://www.jeroenbouma.com/fmp)) - [Regulatory Filing Aggregators](https://awesome-repositories.com/f/data-databases/regulatory-filing-aggregators.md) — Retrieves official government filings by form type and symbol to analyze regulatory disclosures. ([source](https://www.jeroenbouma.com/fmp)) - [Symbol Search Interfaces](https://awesome-repositories.com/f/data-databases/search-indexing-technologies/search-indexing/search-and-indexing/symbol-search-interfaces.md) — Implements interfaces for locating companies and ETFs using symbols, names, and regulatory identifiers. ([source](https://www.jeroenbouma.com/fmp)) - [Financial Chart Data Retrieval](https://awesome-repositories.com/f/data-databases/financial-chart-data-retrieval.md) — Fetches historical price and volume data at various time intervals with dividend adjustments. ([source](https://www.jeroenbouma.com/fmp)) - [Bulk Dataset Export](https://awesome-repositories.com/f/data-databases/in-memory-data-stores/columnar-formats/bulk-dataset-export.md) — Retrieves large datasets for company profiles and financial statements in single batch operations. ([source](https://www.jeroenbouma.com/fmp)) - [Fund Composition Data](https://awesome-repositories.com/f/data-databases/information-retrieval/fund-composition-data.md) — Fetches holdings, country allocations, and sector weightings for ETFs and mutual funds. ([source](https://www.jeroenbouma.com/fmp)) - [Index Data Fetching](https://awesome-repositories.com/f/data-databases/market-data-providers/index-data-fetching.md) — Provides quotes and historical charts specifically for major market indices. ([source](https://www.jeroenbouma.com/fmp)) ### Artificial Intelligence & ML - [Technical Indicator Calculators](https://awesome-repositories.com/f/artificial-intelligence-ml/market-analysis-agents/financial-market-analysis-platforms/technical-indicator-calculators.md) — Computes technical metrics such as moving averages, RSI, and standard deviation from price data. ([source](https://www.jeroenbouma.com/fmp)) - [Financial Market Analysis Platforms](https://awesome-repositories.com/f/artificial-intelligence-ml/market-analysis-agents/financial-market-analysis-platforms.md) — Tracks sector and industry snapshots including PE ratios and market gainer/loser lists. ([source](https://www.jeroenbouma.com/fmp)) ### Business & Productivity Software - [Company Profiles](https://awesome-repositories.com/f/business-productivity-software/company-profiles.md) — Retrieves detailed business profiles, executive lists, and market capitalization for corporate evaluation. ([source](https://www.jeroenbouma.com/fmp)) - [Insider Trading Analysis](https://awesome-repositories.com/f/business-productivity-software/insider-trading-analysis.md) — Monitors transaction types and ownership statistics by reporting name to analyze insider activity. ([source](https://www.jeroenbouma.com/fmp)) - [Institutional Ownership Trackers](https://awesome-repositories.com/f/business-productivity-software/institutional-ownership-trackers.md) — Monitors fund holdings, insider trading activity, and political financial disclosures. - [Stock Price Trackers](https://awesome-repositories.com/f/business-productivity-software/stock-price-trackers.md) — Tracks real-time price quotes and technical indicators for stocks, crypto, and forex assets. - [Corporate Event Calendars](https://awesome-repositories.com/f/business-productivity-software/corporate-event-calendars.md) — Tracks temporal calendars for dividends, earnings reports, and IPOs to trigger data retrieval. - [Corporate Milestone Tracking](https://awesome-repositories.com/f/business-productivity-software/corporate-milestone-tracking.md) — Monitors calendars and details for dividends, earnings reports, IPOs, and stock splits. ([source](https://www.jeroenbouma.com/fmp)) - [ESG Performance Benchmarking](https://awesome-repositories.com/f/business-productivity-software/esg-performance-benchmarking.md) — Searches ESG investments and compares ratings against benchmarks to evaluate corporate sustainability performance. ([source](https://www.jeroenbouma.com/fmp)) - [Political Financial Monitoring](https://awesome-repositories.com/f/business-productivity-software/political-financial-monitoring.md) — Tracks financial disclosures and trading activity for government representatives. ([source](https://www.jeroenbouma.com/fmp)) ### Content Management & Publishing - [Financial Instrument Classification](https://awesome-repositories.com/f/content-management-publishing/article-list-retrieval/financial-instrument-classification.md) — Maps financial instruments to structured metadata including industry sectors, countries, and market capitalization brackets. ([source](https://cdn.jsdelivr.net/gh/jerbouma/financedatabase@main/README.md)) ### Development Tools & Productivity - [Financial Asset Metadata Retrievers](https://awesome-repositories.com/f/development-tools-productivity/integration-metadata-retrievers/financial-asset-metadata-retrievers.md) — Provides a programmatic interface to retrieve detailed financial asset identifiers including ISIN, CUSIP, and market capitalization. ([source](https://cdn.jsdelivr.net/gh/jerbouma/financedatabase@main/README.md)) ### DevOps & Infrastructure - [RESTful](https://awesome-repositories.com/f/devops-infrastructure/api-gateways/restful.md) — Provides a REST-based API gateway to route requests to specific financial data endpoints. ### Scientific & Mathematical Computing - [Financial Valuation Engines](https://awesome-repositories.com/f/scientific-mathematical-computing/financial-valuation-engines.md) — Implements a computational engine for DCF models and technical market indicators. - [Fundamental Equity Analysis](https://awesome-repositories.com/f/scientific-mathematical-computing/fundamental-equity-analysis.md) — Analyzes company financial statements, DCF valuations, and executive profiles for intrinsic value. - [Technical Indicator Engines](https://awesome-repositories.com/f/scientific-mathematical-computing/technical-indicator-engines.md) — Provides a calculation engine for computing complex financial valuations and technical market indicators. - [ESG Rating Benchmarks](https://awesome-repositories.com/f/scientific-mathematical-computing/esg-rating-benchmarks.md) — Evaluates environmental, social, and governance ratings to align portfolios with sustainability standards. - [Economic Analysis Tools](https://awesome-repositories.com/f/scientific-mathematical-computing/research-analysis-workflows/economic-analysis-tools.md) — Provides tools for retrieving treasury rates and economic indicators to support macroeconomic research. - [Economic Models](https://awesome-repositories.com/f/scientific-mathematical-computing/research-analysis-workflows/economic-analysis-tools/economic-models.md) — Retrieves treasury rates and general economic markers to monitor macroeconomic trends. ([source](https://www.jeroenbouma.com/fmp)) ### Part of an Awesome List - [Analyst Insights](https://awesome-repositories.com/f/awesome-lists/data/financial-data-apis/analyst-insights.md) — Retrieves financial estimates, rating snapshots, and price target consensus to evaluate market sentiment. ([source](https://www.jeroenbouma.com/fmp)) - [Macroeconomic Indicator Feeds](https://awesome-repositories.com/f/awesome-lists/data/market-data-feeds/macroeconomic-indicator-feeds.md) — Provides a data source for treasury rates, economic calendars, and broad market index performance. - [Market Data Sources](https://awesome-repositories.com/f/awesome-lists/data/market-data-sources.md) — Database of 300,000+ financial symbols and assets.