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Installation

Requirements

  • Python 3.8 or higher
  • pip package manager

Install from PyPI

The simplest way to install Portfolio Analysis:

pip install engineer-investor-portfolio

Optional Dependencies

Portfolio Analysis has optional features that require additional packages:

Factor Analysis

For Fama-French factor models and return attribution:

pip install "engineer-investor-portfolio[factors]"

This installs pandas-datareader for fetching factor data from Kenneth French's Data Library.

Portfolio Optimization

For mean-variance optimization and efficient frontier:

pip install "engineer-investor-portfolio[optimization]"

This installs scipy for numerical optimization.

Interactive Widgets

For Jupyter notebook widgets:

pip install "engineer-investor-portfolio[interactive]"

This installs ipywidgets for interactive portfolio analysis.

Streamlit App

For running the web application locally:

pip install "engineer-investor-portfolio[streamlit]"

Full Installation

Install everything:

pip install "engineer-investor-portfolio[all]"

Install from Source

For the latest development version:

git clone https://github.com/engineerinvestor/Portfolio-Analysis.git
cd Portfolio-Analysis
pip install -e ".[all]"

Verify Installation

import portfolio_analysis
print(portfolio_analysis.__version__)

Troubleshooting

yfinance Issues

If you encounter issues with yfinance, try upgrading:

pip install --upgrade yfinance

pandas-datareader Issues

For factor data loading issues:

pip install --upgrade pandas-datareader

Apple Silicon (M1/M2)

On Apple Silicon Macs, you may need:

pip install --upgrade numpy scipy

Next Steps