by Max Humber (Author)
About the Author
Max Humber is a Data Engineer interested in improving finance with technology. He works for Wealthsimple, and previously served as the first data scientist for the online lending platform Borrowell. He has spoken at Pycon, ODSC, PyData, useR, and BigDataX in Colombia, London, Berlin, Brussels, and Toronto.
About this book
Deal with data, build up financial formulas in code from scratch, and evaluate and think about money in your day-to-day life. This book is about Python and personal finance and how you can effectively mix the two together.
In Personal Finance with Python you will learn Python and finance at the same time by creating a profit calculator, a currency converter, an amortization schedule, a budget, a portfolio rebalancer, and a purchase forecaster. Many of the examples use pandas, the main data manipulation tool in Python. Each chapter is hands-on, self-contained, and motivated by fun and interesting examples.
Although this book assumes a minimal familiarity with programming and the Python language, if you don't have any, don't worry. Everything is built up piece-by-piece and the first chapters are conducted at a relaxed pace. You'll need Python 3.6 (or above) and all of the setup details are included.
What You'll Learn
- Work with data in pandas
- Calculate Net Present Value and Internal Rate Return
- Query a third-party API with Requests
- Manage secrets
- Build efficient loops
- Parse English sentences with Recurrent
- Work with the YAML file format
- Fetch stock quotes and use Prophet to forecast the future
Anyone interested in Python, personal finance, and/or both! This book is geared towards those who want to manage their money more effectively and to those who just want to learn or improve their Python.
Table of contents
Chapter 1: Setup
Anaconda
nteract
pip install
Data
Chapter 2: Profit
Mining
ROI
IRR
pandas
read_ excel
xnpv
xirr
Again!
Conclusion
Chapter 3: Convert
openexchangerate s. org
Secrets
Documentation
Encapsulate
show_ alternative
Conclusion
Chapter 4: Amortize
Banks
Amortization
Payment
Loop A
Loop B
Functionize
Evaluate
Conclusion
Chapter 5: Budget
Dates
datetime
Timestamp
Horizon
Flows
Totals
Visualization
Updating
Vacation I
English
get_ dates
Fun
YAML
Functionize
Vacation II
Loading YAML
Conclusion
Chapter 6: Invest
Trade-Offs
Instantiate
Prices
Orders
Deposit
Simulate
Quotes 92
get_ price
get_ historical
Portfolio
Rebalance
Conclusion
Chapter 7: Spend
Prophet
Purchases
Forecast
Visualize
Conclusion
Length: 117 pages
Publisher: Apress; 1st ed. edition (September 22, 2018)
Language: English
ISBN-10: 148423801X
ISBN-13: 978-1484238011