As you may have noticed in my previous posts, I like having fun by tracking institutional investors portfolios. In this post we will keep having fun by analysing institutional investors stocks holdings with Python. To be more precise, we will look at how many institutional investors hold a given stock for a given period of time. On top of that, we will plot the data for the last few quarters to unravel which stocks are trending higher among institutions. Below is a snapshot of the outcome! Analysing Institutional Investors Stocks Holdings with PythonHow many institutions are holding a particul ..read more

Crypto is becoming more and more adopted in investors portfolio. Until now, in codingandfun, I have not really written much about how to use Python for cryptocurrency analysis. I plan to amend this and start writing more posts on how to use Python to analyse cryptocurrencies. In this post, we will learn how to connect to an Exchange API in order to retrieve historical prices for Bitcoin and other cryptocurrencies. Then, we will see how to plot Bitcoin prices in Python using matplotlib. Finally, we will calculate Bitcoin moving averages and plot them together with Bitcoin historical prices. Pho ..read more

In this post, we will create and backtest a trading strategy based on price data as well as fundamentals. We will run a Python script to screen for stocks in the S&P 500 meeting our strategy requirements to then backtest our strategy results. Hope you enjoy reading it! Photo by Pixabay on Pexels.comFundamental and Pricing Trading Strategy The trading strategy presented in this post was suggested by one of my Python for Finance blog readers.  Personally, I would not use such a strategy in the real world since I do not see how it would beat the market. The reason why I have created a po ..read more

I have been always wondering, how much money I would make if I replicated Warren Buffett’s Berkshire Hathaway portfolio? Time to find out. To do so, we are going to identify all stocks held in Warren Buffett’s portfolio (i.e. Berkshire Hathaway’s portfolio) and the achieved return. Then, we will compare it to the market return for the last 50 days.  Photo by cottonbro on Pexels.com The structure of the post will be the following. First, and after a short introduction, we will identify all positions held in Berkshire Hathaway’s portfolio. Next, we will calculate the return for each of the ..read more

As we saw in my previous post, currencies play a vital role in companies with sales in different currencies. The level of currency sales exposure is heavily influenced by forex fluctuations. In this post, we are going to keep talking about forex and currency exchange. More in particular, we will see how to retrieve currency historical exchange rates from Yahoo Finance. Photo by RODNAE Productions on Pexels.comPython and Yahoo Finance To do that, we can use yfinance, a great Python library to extract financial data from Yahoo Finance. It will be similar to retrieving stock historical prices. We ..read more

The value of one currency when converted into another is known as the exchange rate. Successful forex trading is the art of predicting when and in which direction currencies will fluctuate in value in relation to one another. While it’s a simple notion to understand, the consequences for business are enormous. This post will look at how foreign exchange rates affect a company’s value and how we can analyze a company using Forex. Photo by Pixabay on Pexels.comThe Effect of Forex on a Company’s Value When the dollar, for example, drops in value, we call it depreciation, whereas an appreciation i ..read more

Price to Earnings is one of the key metrics use to value companies using multiples. We have seen in my prior posts how to compute P/E ratios in Python. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earnings are going be very high. And by definition, high earnings will lead to a low P/E ratio skewing our analysis. In this post, we are going to learn how to normalize earnings so that the business cycle do not impact our P/E ratio analys ..read more

In this article, we will learn to retrieve multiple financial data from Yahoo finance using the library yfinance. In my previous post, we already learned to retrieve financial ratios and historical prices from Yahoo finance. Given the success of this previous post, I wanted to build on it and show other key financial information available to us in yfinance. By the end of the post, we will know how to retrieve company major shareholders and analysts recommendations using Python. Photo by Pixabay on Pexels.comAnalysing Company Shareholders One of the options that we have by using the yfinance li ..read more

As you all may already know, this is a blog on Python for Finance. I have written so far a series of posts intending to share my knowledge on how to best use Python to analyse company financials, calculate financial ratios, plot different financial metrics, etc. In this post, I would like to give you a short guide on how to make the best out of the content of the blog. Photo by Isaque Pereira on Pexels.com Please note that to follow this blog, you only need basic knowledge of Python. The code presented in my different posts is rather simple. It normally takes financial data from an API (or by ..read more

In the majority of my prior posts, we focus on applying Python for finance and financial analysis. However, this post is a bit different. We will simply learn the Impact of Bitcoin on company financials. I was reading about the topic and found it interesting enough to write a post explaining how Bitcoin is reflected in company financial reports. As an example, we will look at Tesla’s latest quarterly report to see how Bitcoin impacts its financials. Photo by Moose Photos on Pexels.comHow Bitcoin impacts company financials? When a company buys a Bitcoin, the cryptocurrency is recorded in the Ba ..read more