Public record
Software health reportschema 0.34.0 · metrics 2.10.0 · 2026-08-28 06:19 UTC

JerBouma / FinanceToolkit

Transparent and Efficient Financial Analysis

PythonMIT★ 5,264 stars⑂ 613 forkssince Apr 2019View on GitHub ↗
KindCommand-line toolLibraryhow this is determined

JerBouma/FinanceToolkit holds a health index of 87 out of 100, placing it in the Excellent band. It scores highest on Engineering Quality (86/100) and lowest on AI Readiness (51/100). It was last updated today. A single contributor accounts for most of its recent work.

87
overall / 100
Excellent

Software health index

Metrics are grouped into weighted categories on one standardized 1–100 scale. Overall starts as their weighted mean, calibrated against the distribution of the public record so bands carry percentile meaning; when public evidence triggers the High-Risk Jurisdiction Policy, the rating is adjusted and receives an At Risk ceiling of 34.

87
Exceptional93-100The record's top tier (≈ top 5%); essentially all checked criteria met
Excellent80-92Strong across the board; minor gaps
Good65-79Healthy; gaps are limited and manageable
Moderate50-64Acceptable with notable gaps; review recommended
Weak35-49Material weaknesses across several areas
At Risk20-34Significant weaknesses; adoption warrants caution
Critical1-19Severe problems (abandoned, single-maintainer, no hygiene)
VitalityCommunity &AdoptionSustainability &GovernanceEngineeringQualitySecurityAI Readiness

Score profile

Each axis is a category. The shape matters more than the average — a healthy subject fills the whole shape, while a spike-and-crater profile means strength in one dimension is masking risk in another.

The weighted overall 73 is calibrated to 87 on the published index scale (record calibration 2026-08-02).

Ownership

Jeroen BoumaPersonal account
1,526 followers15 public repossince Jan 2019Quantitative Investment Strategist at a.s.r. asset management

This repository is owned by a personal account. A single-owner project carries more continuity risk than an organization-backed one.

Package ecosystems

Metrics by category

Vitality

Is the project alive — is code being written and are releases shipping?

80Excellent · 21% of overall
How it's scored
36/36Push recencylast push 0 days ago
13.8/36Commit cadence20/52 weeks with commits
18/18Commit volume397 commits in the last year
10/10OpenSSF Scorecard: Maintained30 commit(s) and 1 issue activity found in the last 90 days -- score normalized to 10
Inputs used
commits_last_year397
human_commit_share1
days_since_last_push0
active_weeks_last_year20
How it's scored
27/27Ships releases50 releases published
36/36Release recencylatest release 9 days ago
19.8/27Release cadencea release every ~52.7 days
0/10OpenSSF Scorecard: Signed-ReleasesProject has not signed or included provenance with any releases.
Inputs used
releases_count50
latest_release_tagv2.2.0
releases_from_tagsno
days_since_latest_release9
mean_days_between_releases52.7

Community & Adoption

Does the project have users, downloads, attention, and a welcoming setup for contributors?

83Excellent · 17% of overall
How it's scored
60/60Stars5,264 stars
23.2/25Forks613 forks
10.5/15Watchers79 watchers
Inputs used
forks613
stars5,264
watchers79
growth_stateunverified
growth_factor_pct100
growth_unverified_reasonno_history
How it's scored
22.5/22.5README
22.5/22.5Licenserecognized license (MIT)
18/18CONTRIBUTING guide
0/13.5Code of conduct
0/7.2Issue template
0/6.3PR template
Inputs used
has_readmeyes
has_licenseyes
readme_badges10
has_contributingyes
has_issue_templateno
has_code_of_conductno
readme_badge_servicesshields.io
has_pull_request_templateno

Sustainability & Governance

Will the project survive its people — bus factor, responsiveness, who backs it, and package upkeep?

61Moderate · 23% of overall
How it's scored
9/54Bus factor1 contributor(s) cover half of all commits
0.6/22.5Commit distributiontop contributor authored 97% of commits
9.5/13.5Contributor breadth7 contributors
6/10OpenSSF Scorecard: Contributorsproject has 2 contributing companies or organizations -- score normalized to 6
Inputs used
bus_factor1
contributors_sampled7
top_contributor_share0.973
How it's scored
41.2/42Issue resolution98% of issues closed
18.1/30PR acceptance50/83 decided PRs merged
0/13Newcomer PR acceptanceno first-time contributor's PR decided in 30d
0/15OpenSSF Scorecard: Code-ReviewFound 0/3 approved changesets -- score normalized to 0
Inputs used
merged_prs50
open_issues2
closed_issues105
prs_merged_7d0
prs_decided_7d0
prs_merged_30d1
prs_decided_30d1
issue_closed_ratio0.981
closed_unmerged_prs33
first_time_authors_30d0
first_time_prs_merged_30d0
first_time_prs_decided_30d0
Excluded from scoring (no data or not applicable): Newcomer PR acceptance. Remaining weights renormalized.
How it's scored
10/30Ownership backingpersonal (user) account
0/20Verified domainnot applicable to user accounts
22.9/25Owner reach1,526 followers of JerBouma
20.8/25Track record15 public repos, account ~7 yr old
Inputs used
followers1,526
owner_typeUser
is_verified
owner_loginJerBouma
public_repos15
account_age_days2,793
Excluded from scoring (no data or not applicable): Verified domain. Remaining weights renormalized.

Package maintenance

100Exceptional
How it's scored
25/25Published & resolvable1 package(s) on pypi
35/35Publish recencylatest publish 9 days ago
20/20Version history72 published versions
20/20Not deprecatedactive, not deprecated or yanked
Inputs used
packagesfinancetoolkit
ecosystemspypi
any_deprecatedno
min_days_since_publish9

Engineering Quality

Are baseline engineering and documentation practices in place?

86Excellent · 19% of overall
How it's scored
24/24CI workflows2 workflow(s)
24/24Tests present
16/16Linter configpyproject.toml ([tool.ruff], [tool.black])
9.6/9.6Pre-commit hooks
0/6.4.editorconfig
20/20OpenSSF Scorecard: CI-Tests1 out of 1 merged PRs checked by a CI test -- score normalized to 10
Inputs used
has_ciyes
has_testsyes
has_editorconfigno
has_linter_configyes
has_precommit_configyes
How it's scored
30/30README
0/25Documentation directory
15/15Documentation / homepage sitehttps://www.jeroenbouma.com/projects/financetoolkit
10/10Repository description
10/10Topics20 topics
10/10Wiki
Inputs used
topicsfinancial-statements, stock-data, fundamental-analysis, fundamentals, sector-analysis, finance, equities, financial-analysis, market-data, performance-analysis, risk-management, technical-analysis, factor-analysis, financial-data, mcp-server, algorithmic-trading, python, quantitative-analysis, quantitative-finance, valuation
has_wikiyes
homepagehttps://www.jeroenbouma.com/projects/financetoolkit
docs_sitehttps://www.jeroenbouma.com/projects/financetoolkit
has_readmeyes
has_docs_dirno
has_descriptionyes

Security

Are visible security and supply-chain practices strong, without unresolved high-risk jurisdiction exposure?

60Moderate · 16% of overall
How it's scored
7.5/7.5Binary-Artifactsno binaries found in the repo
0/7.5Branch-Protectionno data
2.5/2.5CI-Tests1 out of 1 merged PRs checked by a CI test -- score normalized to 10
0/2.5CII-Best-Practicesno effort to earn an OpenSSF best practices badge detected
0/7.5Code-ReviewFound 0/3 approved changesets -- score normalized to 0
1.5/2.5Contributorsproject has 2 contributing companies or organizations -- score normalized to 6
10/10Dangerous-Workflowno dangerous workflow patterns detected
7.5/7.5Dependency-Update-Toolupdate tool detected
0/5Fuzzingproject is not fuzzed
2.5/2.5Licenselicense file detected
7.5/7.5Maintained30 commit(s) and 1 issue activity found in the last 90 days -- score normalized to 10
0/5Packagingno data
0/5Pinned-Dependenciesdependency not pinned by hash detected -- score normalized to 0
0/5SASTSAST tool is not run on all commits -- score normalized to 0
0/5Security-Policysecurity policy file not detected
0/7.5Signed-ReleasesProject has not signed or included provenance with any releases.
0/7.5Token-Permissionsdetected GitHub workflow tokens with excessive permissions
6.8/7.5Vulnerabilities1 existing vulnerabilities detected
Inputs used
sourceopenssf_scorecard
checks_evaluated16
scorecard_versionv5.5.0
checks_inconclusive2
scorecard_aggregate4.9
Excluded from scoring (no data or not applicable): Branch-Protection, Packaging. Remaining weights renormalized.

Dependency advisories

100Exceptional
How it's scored
35/35Direct dependencies free of known advisoriesno direct dependency carries a known advisory
25/25Indirect dependencies free of known advisoriesno indirect dependency carries a known advisory
0/40No advisories left outstandingno advisory carries a publication date
Inputs used
sourceosv
advisories0
affected_packages0
assessed_packages31
unassessed_packages0
affected_by_severitynone
direct_affected_packages0
Excluded from scoring (no data or not applicable): No advisories left outstanding. Remaining weights renormalized. Matched the pypi:financetoolkit@2.2.0 runtime dependency closure — what installing the published package pulls in — 31 packages. Reachability is not analyzed.

AI Readiness

How well is the repo equipped to be developed and maintained with AI coding agents? Carries a deliberately small weight (4%): agent tooling is a real maintenance signal, but a repository with none can still reach 100/100.

51Moderate · 4% of overall
How it's scored
0/45Agent instructionsno CLAUDE.md / AGENTS.md / editor rules
0/15Machine-readable docs (llms.txt)
36.8/40Legible commit history69 of 100 human commits state their intent (structured subject or explanatory body)
Inputs used
has_llms_txtno
llms_txt_url
legible_history_share0.69
agent_instruction_files
agent_instruction_max_bytes
How it's scored
0/18One-command bootstrap
22/22Automated tests
11/11Lint / format configpyproject.toml ([tool.ruff], [tool.black])
0/11Static type checking
10/10Reproducible environmentDockerfile, lockfile
0/10Demonstrated agent practiceno agent-authored commits among the last 100
0/8Automated maintenanceno automated dependency updates observed
0/10OpenSSF Scorecard: Pinned-Dependenciesdependency not pinned by hash detected -- score normalized to 0
Inputs used
has_nixno
has_testsyes
lockfilesuv.lock
has_dockerfileyes
typed_languageno
bootstrap_files
has_devcontainerno
has_linter_configyes
typecheck_configs
agent_commit_share0
toolchain_manifests
dependency_bot_commit_share0
How it's scored
0/45Type-checkable codePython without a type-check config
51.8/55Manageable file sizes14/238 source files over 60KB
Inputs used
primary_languagePython
largest_source_bytes425,374
source_files_sampled238
oversized_source_files14
How it's scored
0/40API schema (OpenAPI/GraphQL/proto)not applicable to this kind of software
0/20MCP servernot applicable to this kind of software
40/40Runnable examplesexamples, notebooks
Inputs used
example_dirsexamples, notebooks
has_mcp_signalno
api_schema_files
interfaces_expected_of
Excluded from scoring (no data or not applicable): API schema (OpenAPI/GraphQL/proto), MCP server. Remaining weights renormalized.

Key facts

5,264GitHub stars
7contributors
397commits, last 12 months
0days since last push
50releases
1bus factor
2open issues
PyPIpackage ecosystems

Data collection warnings

  • Star history unavailable: GitHub GraphQL error: Resource not accessible by personal access token

More detail

Star and fork history 0 ★ / 613 ⇿
0Stars
613Forks
50Releases

When each star and fork was added, collected from GitHub and bucketed by day. Cumulative growth sits directly above the daily additions it is made of, so the two read against each other: steady organic accretion looks nothing like an abrupt, short-lived burst. Where that difference is measurable, it is reported as growth authenticity.

0125250375500625610122019-062023-012026-08
Major 1Minor 9Patch 39

Each point covers 7 days.

OpenSSF Scorecard 4.9 / 10
4.9aggregate

Independent, tool-agnostic security assessment from the open-source OpenSSF Scorecard. Each check rewards a security practice, not a specific vendor's tool. Checks Scorecard could not determine are marked n/a and excluded from the security score (never counted as zero).Scorecard v5.5.0 · 2026-08-28 06:18 UTC

10Binary-Artifactsno binaries found in the repo
n/aBranch-Protectioninternal error: error during branchesHandler.setup: internal error: some github tokens can't read classic branch protection rules: https://github.com/ossf/scorecard-action/blob/main/docs/authentication/fine-grained-auth-token.md
10CI-Tests1 out of 1 merged PRs checked by a CI test -- score normalized to 10
0CII-Best-Practicesno effort to earn an OpenSSF best practices badge detected
0Code-ReviewFound 0/3 approved changesets -- score normalized to 0
6Contributorsproject has 2 contributing companies or organizations -- score normalized to 6
10Dangerous-Workflowno dangerous workflow patterns detected
10Dependency-Update-Toolupdate tool detected
0Fuzzingproject is not fuzzed
10Licenselicense file detected
10Maintained30 commit(s) and 1 issue activity found in the last 90 days -- score normalized to 10
n/aPackagingpackaging workflow not detected
0Pinned-Dependenciesdependency not pinned by hash detected -- score normalized to 0
0SASTSAST tool is not run on all commits -- score normalized to 0
0Security-Policysecurity policy file not detected
0Signed-ReleasesProject has not signed or included provenance with any releases.
0Token-Permissionsdetected GitHub workflow tokens with excessive permissions
9Vulnerabilities1 existing vulnerabilities detected
Direct dependencies 6
RegistryPackageVersion constraintManifest
PyPIpandas>=3.0pyproject.toml
PyPIscikit-learn>=1.6pyproject.toml
PyPIrequests>=2.32pyproject.toml
PyPIyfinancepyproject.toml
PyPIopenpyxl>=3.1pyproject.toml
PyPIpyyaml>=6.0pyproject.toml
All dependencies 216

Full resolved dependency set from the GitHub dependency graph: 6 direct and 210 indirect (transitive) packages. The transitive closure is complete when the repository commits a lockfile.

RegistryPackageVersionRelation
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PyPIaiofile3.11.1indirect
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Dependency advisories 0

Installing pypi:financetoolkit@2.2.0 pulls in 31 packages, direct and transitive: 0 carry known advisories, of which 0 are direct dependencies.

No known advisories affect the assessed dependencies.

An advisory means the version recorded in the dependency graph falls inside an advisory’s affected range. Reachability is not analysed, and the graph includes development and test pins — a finding may concern tooling rather than shipped software.

Raw JSON report machine-readable

Feedback

Spotted something off in this report, or have thoughts to share? Wrong measurements, missed tooling, ideas, questions — anything is welcome. Every message is read and gets a response.

The message is kept through sign-in.

Scores are signals, not warranties. They reflect publicly visible practices on GitHub — not a code audit, and not a security guarantee.

Missing data is excluded and weights renormalized, never scored as zero. Methodology is versioned and open: metrics v2.10.0, schema v0.34.0 — full methodology · metrics wiki.

How one result sits in the wider record: aggregate statisticsPyPI.