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Financial Analysis using Python

Python script that analyzes financial records to calculate each of the following:

  • The total number of months included in the dataset.
  • The net total amount of Profit/Losses over the entire period.
  • The average of the changes in Profit/Losses over the entire period.
  • The greatest increase in profits (date and amount) over the entire period.
  • The greatest decrease in losses (date and amount) over the entire period.

Specificially, the financial records is a .csv file containing budget data over several years.

Procedure & Screenshots

The following is a screenshot of my notebook file rendered in VS Code where I have imported the Pandas and Path libraries. After, I simply pointed my path variable to a CSV file named "budget_data" and loaded the dataframe using the .read_csv function.

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Next, I calculated the total number of months, net profit/losses, and net change over the entire period.

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Finally , I calculated the average change, maximum change, and minimum change of budget over the entired period.

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And that's that! Overall, this is a simple overview of budget data. Just by looking at the csv file month to month it is difficult to understand what happened over the time period. This analysis paints a better picture of what happened with the amounts over time. I will next try to visualize the data so we get an even more comprehensive insights. Feel free to use this code if you have similar data!

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Simple Python Scripts to analyze panel data.

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