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🏦 LocalFinServer

Python Version License: Apache Update Log

LocalFinServer is a robust local financial data warehouse and management system designed for quantitative researchers. It serves as the "Single Source of Truth" for your financial analysis, automating the collection, cleaning, and structured storage of market data into localized SQLite databases.


🎯 Key Features

  • 📦 Multi-Version Data Vault: Seamlessly manages sequential database versions (v12 through v20) to ensure data integrity and easy rollbacks.
  • ⚡ Automated Injection: Features manual_inject.py and test_manual_insert.py for precision-controlled data entry and validation.
  • 🔍 Market Connectivity: Integrated with yfinance via debug_yf.py for real-time ticker verification and metadata fetching.
  • 🛠️ Schema Management: Dynamically handles financial statement structures, ensuring compatibility across different reporting standards.
  • 🛡️ Data Validation: Rigorous sanity checks on financial metrics like Market Cap, PE Ratios, and Revenue before persistent storage.

🛠️ Tech Stack

  • Core: Python 🐍
  • Database: SQLite (Optimized for local low-latency querying)
  • API Interface: Yahoo Finance API (via yfinance)
  • Utilities: Logging and Debugging suites for high-reliability data pipelines.

📊 Quantitative Workflow

The server follows a strict ETL (Extract, Transform, Load) process:

  1. Extract: Fetch raw metrics using automated debug scripts.
  2. Transform: Normalize financial data and calculate derived metrics (e.g., TTM adjustments).
  3. Load: Atomic commits into the local .db storage to prevent data corruption.

The system ensures that the Historical PE Band and Intrinsic Value calculations in downstream apps have high-fidelity data to rely on.


🚀 Quick Start

1. Installation

Clone the repo and install required packages:

git clone [https://github.com/Seanyim/LocalFinServer.git](https://github.com/Seanyim/LocalFinServer.git)
cd LocalFinServer
pip install -r requirements.txt

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