financetoolkit 2.1.0__tar.gz → 2.1.2__tar.gz

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/.gitignore

@@ -5,6 +5,7 @@
 *.ipynb
 cached/
 debugging.py
+.planning/
 
 # Finance Toolkit Example Datasets
 !examples/*.ipynb
@@ -25,6 +26,9 @@ debugging.py
 .claude/
 *.sh
 
+# Specific files for the MCP Bundle
+!financetoolkit/mcp_server/mcpb/build-mcpb.sh
+
 # Byte-compiled / optimized / DLL files
 __pycache__/
 *.py[cod]

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: financetoolkit
-Version: 2.1.0
+Version: 2.1.2
 Summary: Transparent and Efficient Financial Analysis
 Author: Jeroen Bouma
 License: MIT
@@ -22,9 +22,9 @@ Requires-Dist: openpyxl>=3.1
 Requires-Dist: pandas>=2.2
 Requires-Dist: requests>=2.32
 Requires-Dist: scikit-learn>=1.6
-Requires-Dist: tqdm>=4.67
 Requires-Dist: yfinance
 Provides-Extra: mcp
+Requires-Dist: fastmcp>=3.4.2; extra == 'mcp'
 Requires-Dist: mcp[cli]>=1.27.0; extra == 'mcp'
 Requires-Dist: python-dotenv>=1.0; extra == 'mcp'
 Requires-Dist: pyyaml>=6.0; extra == 'mcp'
@@ -32,12 +32,16 @@ Requires-Dist: rich>=13.0; extra == 'mcp'
 Requires-Dist: tabulate>=0.9.0; extra == 'mcp'
 Description-Content-Type: text/markdown
 
+<!-- mcp-name: io.github.JerBouma/financetoolkit -->
 [![FinanceToolkit](https://github.com/JerBouma/FinanceToolkit/assets/46355364/198d47bd-e1b3-492d-acc4-5d9f02d1d009)](https://github.com/JerBouma/FinanceToolkit)
 
 [![GitHub Sponsors](https://img.shields.io/badge/Sponsor_this_Project-grey?logo=github)](https://github.com/sponsors/JerBouma)
 [![Buy Me a Coffee](https://img.shields.io/badge/Buy_Me_a_Coffee-grey?logo=buymeacoffee)](https://www.buymeacoffee.com/jerbouma)
 [![LinkedIn](https://img.shields.io/badge/LinkedIn-grey?logo=Linkedin&logoColor=white)](https://www.linkedin.com/in/boumajeroen/)
-[![MCP Server](https://img.shields.io/badge/MCP_Server-grey?logo=modelcontextprotocol)](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)
+[![MCP Server](https://img.shields.io/badge/MCP_Server-grey?logo=modelcontextprotocol)](https://www.jeroenbouma.com/projects/financetoolkit/mcp)
+[![Download MCP Bundle](https://img.shields.io/badge/Download_MCP_Bundle-grey?logo=anthropic)](https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb)
+[![Smithery](https://img.shields.io/badge/Smithery-grey?logo=data:image/svg+xml;base64,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)](https://smithery.ai/servers/jer-bouma/financetoolkit)
+[![Glama](https://img.shields.io/badge/Glama-grey?logo=data:image/svg+xml;base64,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)](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit)
 [![Documentation](https://img.shields.io/badge/Documentation-grey?logo=readme)](https://www.jeroenbouma.com/projects/financetoolkit/docs)
 [![Supported Python Versions](https://img.shields.io/pypi/pyversions/financetoolkit)](https://pypi.org/project/FinanceToolkit/)
 [![PYPI Version](https://img.shields.io/pypi/v/FinanceToolkit)](https://pypi.org/project/FinanceToolkit/)
@@ -53,7 +57,20 @@ Beyond Equities, it supports Options, Currencies, Cryptocurrencies, ETFs, Mutual
 
 Complementing this is the [Finance Database 🌎](https://github.com/JerBouma/FinanceDatabase), a database featuring 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. By utilising both, it is possible to do a fully-fledged competitive analysis with the tickers found from the FinanceDatabase inputted into the FinanceToolkit.
 
-**The Finance Toolkit is also available as an [MCP Server](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)**, connect it to any AI assistant that supports the Model Context Protocol (Claude, GitHub Copilot, Cursor, Windsurf, and more) and query 200+ financial metrics conversationally. **No Python installation required**, a single command configures your AI client automatically.
+___
+**🔌 The Finance Toolkit is also available as a hosted [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
+
+Simply point any MCP-compatible AI assistant (like *Claude, GitHub Copilot, Cursor, or Windsurf*) to:
+
+`https://financetoolkit.jeroenbouma.com/mcp`
+
+Key features:
+* **⚡ No Local Installation Required:** The server runs completely in the cloud.
+* **🔐 Secure OAuth:** Authenticates safely on your very first connection.
+* **📊 Conversational Data:** Query over 200+ financial metrics naturally.
+
+Also available on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit),[ MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
+___
 
 # Table of Contents
 
@@ -99,14 +116,6 @@ Through the link you are able to subscribe for the free plan and also premium pl
 
 **By default, the Finance Toolkit prioritizes Financial Modeling Prep for data retrieval. If data acquisition from Financial Modeling Prep is unsuccessful (e.g., due to plan restrictions or API key issues), the toolkit automatically switches to Yahoo Finance as a secondary source.** To disable this fallback behavior and exclusively use Financial Modeling Prep, set `enforce_source="FinancialModelingPrep"` during Toolkit initialization. This configuration ensures that an error is raised if Financial Modeling Prep data cannot be accessed. Alternatively, you can set `enforce_source="YahooFinance"` to exclusively use Yahoo Finance as the data source.
 
-Prefer a conversational interface over writing Python? Run the one-line setup wizard and it will configure your AI client automatically, **no local installation or Python knowledge required**:
-
-```
-uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
-```
-
-Supports Claude Desktop, Claude Code, GitHub Copilot (VS Code), Cursor, Windsurf, and Gemini. See the full MCP documentation [here](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md).
-
 # Basic Usage
 
 This section is an introduction to the Finance Toolkit. Also see [this notebook](https://www.jeroenbouma.com/projects/financetoolkit/getting-started) for a detailed Getting Started guide as well as [this notebook](https://www.jeroenbouma.com/projects/financedatabase/getting-started) that includes the [Finance Database 🌎](https://www.jeroenbouma.com/projects/financedatabase) and a proper financial analysis. Next to that, find below a fully-fledged code documentation as well as Jupyter Notebooks in which you can see many examples ranging from basic examples to creating custom ratios to working with your own datasets.
@@ -475,7 +484,7 @@ Which returns:
 | CUSIP                 | 594918104                 | 37833100              |
 | Exchange              | NASDAQ Global Select      | NASDAQ Global Select  |
 | Exchange Short Name   | NASDAQ                    | NASDAQ                |
-| Industry              | Software—Infrastructure   | Consumer Electronics  |
+| Industry              | Software - Infrastructure | Consumer Electronics  |
 | Website               | https://www.microsoft.com | https://www.apple.com |
 | CEO                   | Mr. Satya  Nadella        | Mr. Timothy D. Cook   |
 | Sector                | Technology                | Technology            |
@@ -3115,54 +3124,32 @@ This returns a rather large DataFrame so to keep it concise, only the first 5 ti
 
 # MCP Server
 
-The Finance Toolkit contains a **MCP Server** that exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf. No local installation is required; the setup wizard configures your client(s) to launch the server on demand via `uvx`:
+The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf.
 
-```
-uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
-```
-
-After the installation process is finished, it will automatically launch the setup wizard. For more information about the setup wizard, see the [MCP Documentation](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md) which also contains example prompts to get you started with using the Finance Toolkit MCP server in your AI assistant.
-
-Once configured, you can ask your AI assistant questions like:
-
-> *"Compare Apple with Microsoft, what company is the most profitable?"*
+**Option 1: Remote server (all clients, no installation):** Connect directly to the hosted server. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there. Add the URL as a remote HTTP MCP server in your client's settings or config file.
 
-> *"When looking at biggest banks in Europe, which one seems to be the most solvent?"*
-
-> *"Tell me something about the Semiconductor industry, is it overbought?"*
+___
+<b><div align="center">MCP Server URL: <code>https://financetoolkit.jeroenbouma.com/mcp</code></div></b>
+___
 
-If you prefer not to run the setup wizard, you can configure each client manually by editing its JSON configuration file. The `env` block accepts either of two environment variables — set whichever suits your workflow. When both are present the directly-set key takes priority.
 
-- `FINANCIAL_MODELING_PREP_API_KEY`: your API key embedded directly in the config.
-- `FINANCETOOLKIT_ENV_FILE`: an absolute path to a `.env` file that contains `FINANCIAL_MODELING_PREP_API_KEY=<your-key>`.
+**Option 2: One-click install (Claude Desktop):** Download the MCP Bundle and open it with Claude Desktop. An installation dialog will appear and prompt you for your API key. No terminal required.
 
-The command needing to boot up the MCP server is `uvx --from "financetoolkit[mcp]" financetoolkit-mcp`, where uvx should be set as the *command* and the rest as *args* in the config entry for each client.
+___
+<b><div align="center">Download the Finance Toolkit MCP Bundle <a href="https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb">here</a>.</div></b>
+___
 
-As an example, the Claude Desktop configuration file lives at a platform-specific path (see other client documentation [here](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)):
+**Option 3: Local installation (all clients):** Run the one-line setup wizard and it will configure your AI client automatically:
 
-| Platform | Path |
-|:---|:---|
-| macOS | `~/Library/Application Support/Claude/claude_desktop_config.json` |
-| Windows | `%APPDATA%\Claude\claude_desktop_config.json` |
-| Linux | `~/.config/claude/claude_desktop_config.json` |
+```
+uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
+```
 
-Open (or create) that file and add the `finance-toolkit` entry inside `mcpServers`. To embed your API key directly:
+After running this command the wizard will launch and walk you through the rest of the setup interactively. For more information, see the [MCP Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp) which also contains example prompts to get you started.
 
-```json
-{
-  "mcpServers": {
-    "finance-toolkit": {
-      "command": "uvx",
-      "args": ["--from", "financetoolkit[mcp]", "financetoolkit-mcp"],
-      "env": {
-        "FINANCIAL_MODELING_PREP_API_KEY": "YOUR_API_KEY_HERE"
-      }
-    }
-  }
-}
-```
+See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
 
-After saving, **restart Claude Desktop** and the Finance Toolkit tools will appear. Find other client configuration instructions in the [MCP Documentation](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md).
+https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
 
 # Questions & Answers
 
@@ -3228,12 +3215,12 @@ The Finance Toolkit has been mentioned in various blogposts, research papers, ne
 
 **Blogposts**
 - [A Deep Dive into EOY Financial Performance & Risk Measures of Big Five using the Finance Toolkit in Python](https://wire.insiderfinance.io/a-deep-dive-into-eoy-financial-performance-risk-measures-of-big-five-using-the-financetoolkit-in-ef93fddd11db)
-- [Discovering the Best Integrated Platforms for Big Tech Quantitative Finance — 1. Finance Toolkit](https://wire.insiderfinance.io/discovering-the-best-integrated-platforms-for-big-tech-quantitative-finance-1-finance-toolkit-2e29b67eb4ea)
-- [Investment Analysis — Finance Database](https://alpha2phi.medium.com/investment-analysis-finance-database-61f47ecfe7ca)
+- [Discovering the Best Integrated Platforms for Big Tech Quantitative Finance: 1. Finance Toolkit](https://wire.insiderfinance.io/discovering-the-best-integrated-platforms-for-big-tech-quantitative-finance-1-finance-toolkit-2e29b67eb4ea)
+- [Investment Analysis with the Finance Database](https://alpha2phi.medium.com/investment-analysis-finance-database-61f47ecfe7ca)
 - [Unlocking Financial Clarity: Introducing the Open-Source Finance Toolkit Powered by FMP](https://site.financialmodelingprep.com/education/ESG/unlocking-financial-clarity-introducing-the-open-source-finance-toolkit-powered-by-fmp)
 
 **Research**
-- [AI, Help Me Think—but for Myself: Assisting People in Complex Decision-Making by Providing Different Kinds of Cognitive Support](https://www.microsoft.com/en-us/research/wp-content/uploads/2025/03/AI-Help-Me-Think-CHI-2025.pdf)
+- [AI, Help Me Think, but for Myself: Assisting People in Complex Decision-Making by Providing Different Kinds of Cognitive Support](https://www.microsoft.com/en-us/research/wp-content/uploads/2025/03/AI-Help-Me-Think-CHI-2025.pdf)
 - [Fundamental Analysis using Muli-Agent System and Agentic RAG](https://connect.cfauk.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=3ae6f3fc-593a-04ec-c3b8-be5643cab479&forceDialog=0)
 
 **Newsletters & Social Media**

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/README.md

@@ -1,9 +1,13 @@
+<!-- mcp-name: io.github.JerBouma/financetoolkit -->
 [![FinanceToolkit](https://github.com/JerBouma/FinanceToolkit/assets/46355364/198d47bd-e1b3-492d-acc4-5d9f02d1d009)](https://github.com/JerBouma/FinanceToolkit)
 
 [![GitHub Sponsors](https://img.shields.io/badge/Sponsor_this_Project-grey?logo=github)](https://github.com/sponsors/JerBouma)
 [![Buy Me a Coffee](https://img.shields.io/badge/Buy_Me_a_Coffee-grey?logo=buymeacoffee)](https://www.buymeacoffee.com/jerbouma)
 [![LinkedIn](https://img.shields.io/badge/LinkedIn-grey?logo=Linkedin&logoColor=white)](https://www.linkedin.com/in/boumajeroen/)
-[![MCP Server](https://img.shields.io/badge/MCP_Server-grey?logo=modelcontextprotocol)](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)
+[![MCP Server](https://img.shields.io/badge/MCP_Server-grey?logo=modelcontextprotocol)](https://www.jeroenbouma.com/projects/financetoolkit/mcp)
+[![Download MCP Bundle](https://img.shields.io/badge/Download_MCP_Bundle-grey?logo=anthropic)](https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb)
+[![Smithery](https://img.shields.io/badge/Smithery-grey?logo=data:image/svg+xml;base64,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)](https://smithery.ai/servers/jer-bouma/financetoolkit)
+[![Glama](https://img.shields.io/badge/Glama-grey?logo=data:image/svg+xml;base64,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)](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit)
 [![Documentation](https://img.shields.io/badge/Documentation-grey?logo=readme)](https://www.jeroenbouma.com/projects/financetoolkit/docs)
 [![Supported Python Versions](https://img.shields.io/pypi/pyversions/financetoolkit)](https://pypi.org/project/FinanceToolkit/)
 [![PYPI Version](https://img.shields.io/pypi/v/FinanceToolkit)](https://pypi.org/project/FinanceToolkit/)
@@ -19,7 +23,20 @@ Beyond Equities, it supports Options, Currencies, Cryptocurrencies, ETFs, Mutual
 
 Complementing this is the [Finance Database 🌎](https://github.com/JerBouma/FinanceDatabase), a database featuring 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. By utilising both, it is possible to do a fully-fledged competitive analysis with the tickers found from the FinanceDatabase inputted into the FinanceToolkit.
 
-**The Finance Toolkit is also available as an [MCP Server](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)**, connect it to any AI assistant that supports the Model Context Protocol (Claude, GitHub Copilot, Cursor, Windsurf, and more) and query 200+ financial metrics conversationally. **No Python installation required**, a single command configures your AI client automatically.
+___
+**🔌 The Finance Toolkit is also available as a hosted [MCP Server](https://www.jeroenbouma.com/projects/financetoolkit/mcp)**
+
+Simply point any MCP-compatible AI assistant (like *Claude, GitHub Copilot, Cursor, or Windsurf*) to:
+
+`https://financetoolkit.jeroenbouma.com/mcp`
+
+Key features:
+* **⚡ No Local Installation Required:** The server runs completely in the cloud.
+* **🔐 Secure OAuth:** Authenticates safely on your very first connection.
+* **📊 Conversational Data:** Query over 200+ financial metrics naturally.
+
+Also available on [Smithery](https://smithery.ai/servers/jer-bouma/financetoolkit), [Glama](https://glama.ai/mcp/servers/JerBouma/FinanceToolkit),[ MCP Servers](https://mcpservers.org/servers/jerbouma/financetoolkit) and more.
+___
 
 # Table of Contents
 
@@ -65,14 +82,6 @@ Through the link you are able to subscribe for the free plan and also premium pl
 
 **By default, the Finance Toolkit prioritizes Financial Modeling Prep for data retrieval. If data acquisition from Financial Modeling Prep is unsuccessful (e.g., due to plan restrictions or API key issues), the toolkit automatically switches to Yahoo Finance as a secondary source.** To disable this fallback behavior and exclusively use Financial Modeling Prep, set `enforce_source="FinancialModelingPrep"` during Toolkit initialization. This configuration ensures that an error is raised if Financial Modeling Prep data cannot be accessed. Alternatively, you can set `enforce_source="YahooFinance"` to exclusively use Yahoo Finance as the data source.
 
-Prefer a conversational interface over writing Python? Run the one-line setup wizard and it will configure your AI client automatically, **no local installation or Python knowledge required**:
-
-```
-uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
-```
-
-Supports Claude Desktop, Claude Code, GitHub Copilot (VS Code), Cursor, Windsurf, and Gemini. See the full MCP documentation [here](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md).
-
 # Basic Usage
 
 This section is an introduction to the Finance Toolkit. Also see [this notebook](https://www.jeroenbouma.com/projects/financetoolkit/getting-started) for a detailed Getting Started guide as well as [this notebook](https://www.jeroenbouma.com/projects/financedatabase/getting-started) that includes the [Finance Database 🌎](https://www.jeroenbouma.com/projects/financedatabase) and a proper financial analysis. Next to that, find below a fully-fledged code documentation as well as Jupyter Notebooks in which you can see many examples ranging from basic examples to creating custom ratios to working with your own datasets.
@@ -441,7 +450,7 @@ Which returns:
 | CUSIP                 | 594918104                 | 37833100              |
 | Exchange              | NASDAQ Global Select      | NASDAQ Global Select  |
 | Exchange Short Name   | NASDAQ                    | NASDAQ                |
-| Industry              | Software—Infrastructure   | Consumer Electronics  |
+| Industry              | Software - Infrastructure | Consumer Electronics  |
 | Website               | https://www.microsoft.com | https://www.apple.com |
 | CEO                   | Mr. Satya  Nadella        | Mr. Timothy D. Cook   |
 | Sector                | Technology                | Technology            |
@@ -3081,54 +3090,32 @@ This returns a rather large DataFrame so to keep it concise, only the first 5 ti
 
 # MCP Server
 
-The Finance Toolkit contains a **MCP Server** that exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf. No local installation is required; the setup wizard configures your client(s) to launch the server on demand via `uvx`:
+The Finance Toolkit MCP Server exposes 200+ financial metrics, models, and economic indicators directly to any AI assistant that supports the Model Context Protocol including Claude Desktop & Code, GitHub Copilot, Cursor and Windsurf.
 
-```
-uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
-```
-
-After the installation process is finished, it will automatically launch the setup wizard. For more information about the setup wizard, see the [MCP Documentation](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md) which also contains example prompts to get you started with using the Finance Toolkit MCP server in your AI assistant.
-
-Once configured, you can ask your AI assistant questions like:
-
-> *"Compare Apple with Microsoft, what company is the most profitable?"*
+**Option 1: Remote server (all clients, no installation):** Connect directly to the hosted server. Nothing needs to be installed locally. On first connection your client opens an OAuth consent page asking for your FMP API key; enter it once and the server handles authentication from there. Add the URL as a remote HTTP MCP server in your client's settings or config file.
 
-> *"When looking at biggest banks in Europe, which one seems to be the most solvent?"*
-
-> *"Tell me something about the Semiconductor industry, is it overbought?"*
+___
+<b><div align="center">MCP Server URL: <code>https://financetoolkit.jeroenbouma.com/mcp</code></div></b>
+___
 
-If you prefer not to run the setup wizard, you can configure each client manually by editing its JSON configuration file. The `env` block accepts either of two environment variables — set whichever suits your workflow. When both are present the directly-set key takes priority.
 
-- `FINANCIAL_MODELING_PREP_API_KEY`: your API key embedded directly in the config.
-- `FINANCETOOLKIT_ENV_FILE`: an absolute path to a `.env` file that contains `FINANCIAL_MODELING_PREP_API_KEY=<your-key>`.
+**Option 2: One-click install (Claude Desktop):** Download the MCP Bundle and open it with Claude Desktop. An installation dialog will appear and prompt you for your API key. No terminal required.
 
-The command needing to boot up the MCP server is `uvx --from "financetoolkit[mcp]" financetoolkit-mcp`, where uvx should be set as the *command* and the rest as *args* in the config entry for each client.
+___
+<b><div align="center">Download the Finance Toolkit MCP Bundle <a href="https://github.com/JerBouma/FinanceToolkit/releases/latest/download/financetoolkit.mcpb">here</a>.</div></b>
+___
 
-As an example, the Claude Desktop configuration file lives at a platform-specific path (see other client documentation [here](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md)):
+**Option 3: Local installation (all clients):** Run the one-line setup wizard and it will configure your AI client automatically:
 
-| Platform | Path |
-|:---|:---|
-| macOS | `~/Library/Application Support/Claude/claude_desktop_config.json` |
-| Windows | `%APPDATA%\Claude\claude_desktop_config.json` |
-| Linux | `~/.config/claude/claude_desktop_config.json` |
+```
+uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
+```
 
-Open (or create) that file and add the `finance-toolkit` entry inside `mcpServers`. To embed your API key directly:
+After running this command the wizard will launch and walk you through the rest of the setup interactively. For more information, see the [MCP Documentation](https://www.jeroenbouma.com/projects/financetoolkit/mcp) which also contains example prompts to get you started.
 
-```json
-{
-  "mcpServers": {
-    "finance-toolkit": {
-      "command": "uvx",
-      "args": ["--from", "financetoolkit[mcp]", "financetoolkit-mcp"],
-      "env": {
-        "FINANCIAL_MODELING_PREP_API_KEY": "YOUR_API_KEY_HERE"
-      }
-    }
-  }
-}
-```
+See an example of the Finance Toolkit MCP server in action in Claude Desktop below:
 
-After saving, **restart Claude Desktop** and the Finance Toolkit tools will appear. Find other client configuration instructions in the [MCP Documentation](https://github.com/JerBouma/FinanceToolkit/blob/main/MCP.md).
+https://github.com/user-attachments/assets/96ad5288-d83d-4497-a345-1841c48c29d5
 
 # Questions & Answers
 
@@ -3194,12 +3181,12 @@ The Finance Toolkit has been mentioned in various blogposts, research papers, ne
 
 **Blogposts**
 - [A Deep Dive into EOY Financial Performance & Risk Measures of Big Five using the Finance Toolkit in Python](https://wire.insiderfinance.io/a-deep-dive-into-eoy-financial-performance-risk-measures-of-big-five-using-the-financetoolkit-in-ef93fddd11db)
-- [Discovering the Best Integrated Platforms for Big Tech Quantitative Finance — 1. Finance Toolkit](https://wire.insiderfinance.io/discovering-the-best-integrated-platforms-for-big-tech-quantitative-finance-1-finance-toolkit-2e29b67eb4ea)
-- [Investment Analysis — Finance Database](https://alpha2phi.medium.com/investment-analysis-finance-database-61f47ecfe7ca)
+- [Discovering the Best Integrated Platforms for Big Tech Quantitative Finance: 1. Finance Toolkit](https://wire.insiderfinance.io/discovering-the-best-integrated-platforms-for-big-tech-quantitative-finance-1-finance-toolkit-2e29b67eb4ea)
+- [Investment Analysis with the Finance Database](https://alpha2phi.medium.com/investment-analysis-finance-database-61f47ecfe7ca)
 - [Unlocking Financial Clarity: Introducing the Open-Source Finance Toolkit Powered by FMP](https://site.financialmodelingprep.com/education/ESG/unlocking-financial-clarity-introducing-the-open-source-finance-toolkit-powered-by-fmp)
 
 **Research**
-- [AI, Help Me Think—but for Myself: Assisting People in Complex Decision-Making by Providing Different Kinds of Cognitive Support](https://www.microsoft.com/en-us/research/wp-content/uploads/2025/03/AI-Help-Me-Think-CHI-2025.pdf)
+- [AI, Help Me Think, but for Myself: Assisting People in Complex Decision-Making by Providing Different Kinds of Cognitive Support](https://www.microsoft.com/en-us/research/wp-content/uploads/2025/03/AI-Help-Me-Think-CHI-2025.pdf)
 - [Fundamental Analysis using Muli-Agent System and Agentic RAG](https://connect.cfauk.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=3ae6f3fc-593a-04ec-c3b8-be5643cab479&forceDialog=0)
 
 **Newsletters & Social Media**

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/financetoolkit/currencies_model.py

@@ -143,12 +143,8 @@ def convert_currencies(
 
     if currencies_text:
         logger.info(
-            "The %s from the following tickers are converted: %s",
-            (
-                financial_statement_name
-                if financial_statement_name
-                else "financial statement"
-            ),
+            "Converting %s currency to match OHLC for: %s",
+            financial_statement_name or "financial statement",
             ", ".join(currencies_text),
         )
 

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/financetoolkit/fmp_model.py

@@ -14,7 +14,6 @@ from urllib.error import HTTPError, URLError
 import numpy as np
 import pandas as pd
 import requests
-from tqdm import tqdm
 from urllib3.exceptions import MaxRetryError
 
 from financetoolkit import helpers
@@ -131,6 +130,7 @@ def get_financial_statement(
     start_date: str | None = None,
     sleep_timer: bool = True,
     user_subscription: str = "Free",
+    fiscal_year_adjustments: dict | None = None,
 ) -> pd.DataFrame:
     """
     Retrieves financial statements (balance, income, or cash flow statements) for a single company ticker.
@@ -219,9 +219,26 @@ def get_financial_statement(
         if quarter:
             financial_statement["date"] = financial_statement["date"].dt.to_period("Q")
         else:
-            financial_statement["date"] = pd.to_datetime(
-                financial_statement["fiscalYear"].astype(str)
-            ).dt.to_period("Y")
+            # Derive the calendar year the fiscal period mostly represents.
+            # If the fiscal year ends in months 1-5 (Jan-May), more than half the period
+            # falls in the prior calendar year (e.g. NVDA Jan 31 end → label as prior year).
+            # Months 6-12 (Jun-Dec) stay as-is (current year is majority or tied).
+            end_month = financial_statement["date"].dt.month
+            end_year = financial_statement["date"].dt.year
+            calendar_year = end_year - (end_month < 6).astype(int)  # noqa
+
+            shifted_mask = end_month < 6  # noqa
+            if shifted_mask.any() and fiscal_year_adjustments is not None:
+                fiscal_year_adjustments[ticker] = [
+                    {"fiscal_year": int(fy), "calendar_year": int(cy)}
+                    for fy, cy in zip(
+                        end_year[shifted_mask], calendar_year[shifted_mask]
+                    )
+                ]
+
+            financial_statement["date"] = pd.PeriodIndex(
+                calendar_year.astype(str), freq="Y"
+            )
 
         financial_statement = financial_statement.set_index("date").T
 
@@ -741,13 +758,10 @@ def get_revenue_segmentation(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc=f"Obtaining {method} segmentation data")
-        if progress_bar
-        else ticker_list
+    logger.info(
+        "Obtaining %s segmentation data for %d tickers", method, len(ticker_list)
     )
-
-    for ticker in ticker_list_iterator:
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -950,13 +964,8 @@ def get_analyst_estimates(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining analyst estimates")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining analyst estimates for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1094,13 +1103,8 @@ def get_profile(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining company profiles")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining company profiles for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1209,13 +1213,8 @@ def get_quote(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining company quotes")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining company quotes for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1305,13 +1304,8 @@ def get_rating(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining company ratings")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining company ratings for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1433,13 +1427,8 @@ def get_earnings_calendar(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining earnings calendars")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining earnings calendars for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1558,13 +1547,8 @@ def get_dividend_calendar(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining dividend calendars")
-        if progress_bar
-        else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining dividend calendars for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -1689,11 +1673,8 @@ def get_esg_scores(
     no_data: list[str] = []
     threads = []
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc="Obtaining ESG scores") if progress_bar else ticker_list
-    )
-
-    for ticker in ticker_list_iterator:
+    logger.info("Obtaining ESG scores for %d tickers", len(ticker_list))
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 

{financetoolkit-2.1.0 → financetoolkit-2.1.2}/financetoolkit/fundamentals_model.py

@@ -6,7 +6,6 @@ import time
 
 import numpy as np
 import pandas as pd
-from tqdm import tqdm
 
 from financetoolkit import fmp_model, normalization_model, yfinance_model
 from financetoolkit.utilities import error_model, logger_model
@@ -31,6 +30,7 @@ def collect_financial_statements(
     rounding: int | None = 4,
     fmp_statement_format: pd.DataFrame = pd.DataFrame(),
     fmp_statistics_format: pd.DataFrame = pd.DataFrame(),
+    fiscal_year_adjustments: dict | None = None,
     yf_statement_format: pd.DataFrame = pd.DataFrame(),
     sleep_timer: bool = True,
     progress_bar: bool = True,
@@ -90,6 +90,7 @@ def collect_financial_statements(
                 start_date=start_date,
                 sleep_timer=sleep_timer,
                 user_subscription=user_subscription,
+                fiscal_year_adjustments=fiscal_year_adjustments,
             )
 
             financial_statement_dict["FinancialModelingPrep"][
@@ -108,6 +109,7 @@ def collect_financial_statements(
                     statement=statement,
                     quarter=quarter,
                     fallback=attempted_fmp,
+                    fiscal_year_adjustments=fiscal_year_adjustments,
                 )
 
                 financial_statement_dict["YahooFinance"][
@@ -139,12 +141,7 @@ def collect_financial_statements(
             "For more information, look here: https://www.jeroenbouma.com/fmp"
         )
 
-    ticker_list_iterator = (
-        tqdm(ticker_list, desc=f"Obtaining {statement} data")
-        if progress_bar
-        else ticker_list
-    )
-
+    logger.info("Obtaining %s data for %d tickers", statement, len(ticker_list))
     financial_statement_dict: dict[str, pd.DataFrame] = {
         "FinancialModelingPrep": {},
         "YahooFinance": {},
@@ -154,7 +151,12 @@ def collect_financial_statements(
     no_data: list[str] = []
     threads = []
 
-    for ticker in ticker_list_iterator:
+    # Shared registry populated by worker threads (dict writes per unique ticker key are
+    # effectively atomic under the GIL, so no explicit lock is needed here).
+    if fiscal_year_adjustments is None:
+        fiscal_year_adjustments = {}
+
+    for ticker in ticker_list:
         # Introduce a sleep timer to prevent rate limit errors
         time.sleep(0.1)
 
@@ -168,6 +170,12 @@ def collect_financial_statements(
     for thread in threads:
         thread.join()
 
+    if fiscal_year_adjustments:
+        logger.info(
+            "Mapping fiscal year to calendar year for: %s",
+            ", ".join(fiscal_year_adjustments.keys()),
+        )
+
     fmp_financial_statements_total = pd.DataFrame()
     yf_financial_statements_total = pd.DataFrame()
     fmp_financial_statement_statistics = pd.DataFrame()
@@ -300,4 +308,5 @@ def collect_financial_statements(
         financial_statement_total,
         financial_statement_statistics,
         no_data,
+        fiscal_year_adjustments,
     )