Personal Finance with Python: Using Pandas, Requests, and Recurrent
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
  

Who This Book Is For
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