This python package is the FinX Python SDK and is used to interface with the FinX Capital Markets Analytics Platform.

Branch	Build & Test Results
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FinX Capital Markets LLC

Please see LICENSE and SECURITY for terms of use.

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FinX Python Software Development Kit

The FinX SDK is a python package that has interfaces to the FinX Capital Markets Analytics Platform (the 'FinX Platform'). The code in the SDK makes calls to REST APIs & WebSocket endpoints. A valid FinX API Key is required for the SDK to return results.

To obtain an API Key, please visit https://app.finx.io and register for an account.

Full Documentation is available at https://finx-capital-markets.gitbook.io/

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Installation

Requirements

The FinX SDK requires Python 3.10 or higher.

Python Packages

In your container, pipenv or other python environment, you must have the following packages installed:

aiohttp>=3.8.4
setuptools>=67.0.0
nest-asyncio>=1.5.6
numpy>=1.25.0
pandas>=2.0.2
plotly>=5.15.0
pytest>=6.2.5
requests>=2.31.0
scipy>=1.10.1
websocket-client>=1.6.0
websockets>=11.0.3

ENVIRONMENT VARIABLES

The FinX SDK will look for the following environment variables that are provided by FinX Capital Markets. You may find these in your user account settings, or in the email sent to you upon registration.

1. FINX_API_KEY - The API Key provided by FinX Capital Markets LLC
2. FINX_API_URL - The URL of the FinX Platform API.
3. FINX_USER_EMAIL - The email address used to register with FinX.

Install from PyPI using Pip

In your python environment of choice, install finx using Pip:

#! /bin/bash
pip install finx-io --upgrade

Pipenv installation

Pipenv is a handy tool for managing python environments. We recommend creating a fresh directory for running a clean pipenv environment. To install finx using pipenv, run the following commands:

#! /bin/bash
pipenv clean
pipenv install aiohttp setuptools nest-asyncio numpy pandas plotly pytest requests scipy websocket websocket-client websockets
pipenv install finx-io 

Check Installation and Environment Variables with Pipenv

Here's a full example of how to install finx using pipenv, with a quick test to ensure the environment variables are set correctly:

#! /bin/bash
mkdir pipenv-temp && cd pipenv-temp
pipenv clean
pipenv install aiohttp setuptools nest-asyncio numpy pandas plotly pytest requests scipy websocket-client websockets
pipenv install finx-io 
pipenv shell
export FINX_API_KEY=<replace-with-your-api-key>
export FINX_API_URL=<replace-with-your-api-url>
export FINX_USER_EMAIL=<replace-with-your-email>
python3 -c "import finx; from finx.client import FinXClient; finx_client = FinXClient('socket', ssl=True); function_list = finx_client.list_api_functions(); print(function_list)"

Python Shell

Local Python3 Shell with environment variables pre-set:

#! /usr/bin/env python3
import finx
import os
import pandas as pd

from finx.client import FinXClient

finx_client = FinXClient('socket',ssl=True)
function_list = finx_client.list_api_functions()
df = pd.DataFrame(function_list)
df

Full Documentation with all available functions is available at FinX Docs

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title: FinX Python SDK tags: technology, documentation, python