OpenFactsheet 0.1.0

First full release of OpenFactsheet: standardized, transparent investment performance analytics without metric cherry-picking.

pip install "openfactsheet[excel]"

• Versions: package 0.1.0, methodology 0.1.0.
• What changed since 0.1.0a1: the package is no longer a pre-release (--pre is no longer needed). Methodology is unchanged, so results are identical to 0.1.0a1.
• Metrics: 102 canonical metrics.
• Manual: the reference manual PDF is attached to this release; every result links to its pages here.
• Disclaimer: see DISCLAIMER.md.

Pre-1.0 release: interfaces, metrics and documentation may evolve between minor versions; validate results before investment decisions.

For information and education only — not investment advice. Investing involves risk; past performance does not predict future results. Verify results and consult a qualified financial adviser.

See CHANGELOG.md.

OpenFactsheet 0.1.0a1 — public alpha

First public alpha of OpenFactsheet: standardized, transparent investment performance analytics without metric cherry-picking.

pip install --pre "openfactsheet[excel]"

• Versions: package 0.1.0a1, methodology 0.1.0.
• Metrics: 102 canonical metrics, including Bacon Wave 1 (Gini mean difference, relative mean difference, skewness–kurtosis ratio, bias ratio, volatility skewness).
• Manual: the reference manual PDF is attached to this release.
• Disclaimer: see DISCLAIMER.md.
• Security: see the security review in docs/audits/security_alpha_review.md.

Public alpha: interfaces, metrics and documentation may evolve; validate results before investment decisions.

For information and education only — not investment advice. Investing involves risk; past performance does not predict future results. Verify results and consult a qualified financial adviser.

See CHANGELOG.md.

Reference manual (latest)

The OpenFactsheet reference manual built from main. Not a package release.

Built from commit d80412c (2026-10-17).