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A curated list of tools, platforms, datasets, libraries, research resources, and learning materials for finance, spanning personal finance, corporate finance, markets, fintech, quantitative finance, and financial analytics.
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- Foundations & References
- Financial Markets & Instruments
- Personal Finance
- Corporate Finance
- Quantitative Finance
- Fintech & Payments
- Banking & Financial Infrastructure
- Risk Management
- Accounting & Reporting
- Financial Data & APIs
- Modeling, Analytics & Tools
- Regulation & Compliance
- Learning Resources
- Related Awesome Lists
- Investopedia – Widely used reference for financial concepts and terminology.
- CFA Institute – Professional body and research hub for investment management.
- IMF Finance Topics – Research and analysis on global finance and monetary systems.
- World Bank Finance – Data and policy research on financial systems.
- Financial Times – Global coverage of finance, markets, and economics.
- NYSE – Major global stock exchange.
- NASDAQ – Technology-focused stock exchange and market data provider.
- CME Group – Futures and derivatives marketplace.
- Bonds & Fixed Income Guide – Overview of fixed-income securities.
- Derivatives Reference – Explanation of options, futures, and swaps.
- Mint – Personal budgeting and expense tracking platform.
- YNAB – Zero-based budgeting software.
- NerdWallet – Consumer finance advice and comparisons.
- Bogleheads – Community and resources for long-term investing.
- Personal Capital – Net worth tracking and retirement planning tools.
- Corporate Finance Institute – Training and resources for corporate finance professionals.
- Valuation Models – Guides to DCF, comparables, and precedent transactions.
- Mergers & Acquisitions Guide – Overview of M&A concepts and structures.
- Capital Structure Theory – Debt and equity financing fundamentals.
- QuantLib – Open-source library for quantitative finance modeling.
- Zipline – Algorithmic trading library for backtesting strategies.
- Backtrader – Python framework for trading strategy development.
- PyPortfolioOpt – Portfolio optimization library.
- QSTrader – Event-driven backtesting engine.
- Stripe – Payments infrastructure for online businesses.
- PayPal – Digital payments and money transfer platform.
- Square – Point-of-sale and payment processing tools.
- Plaid – API for connecting applications to financial accounts.
- Wise – International money transfer and multi-currency accounts.
- SWIFT – Global financial messaging network.
- Open Banking – Standardized APIs for banking data access.
- Core Banking Systems Overview – Architecture and modernization insights.
- ISO 20022 – Financial messaging standard.
- Value at Risk (VaR) – Risk measurement technique for portfolios.
- Basel III – Global banking regulatory framework.
- Credit Risk Modeling – Methods for assessing borrower risk.
- Stress Testing – Financial resilience analysis techniques.
- IFRS – International Financial Reporting Standards.
- GAAP – U.S. Generally Accepted Accounting Principles.
- XBRL – Standard for digital financial reporting.
- QuickBooks – Accounting software for businesses.
- FreshBooks – Cloud accounting for small businesses.
- Yahoo Finance – Market data, quotes, and financial news.
- Alpha Vantage – Free APIs for stock, forex, and crypto data.
- Quandl / Nasdaq Data Link – Financial and economic datasets.
- IEX Cloud – Market data APIs for developers.
- FRED – Federal Reserve economic and financial data.
- Excel for Finance – Core modeling tool for finance professionals.
- Python for Finance – Programming ecosystem for financial analysis.
- R Finance Packages – Statistical and financial modeling tools.
- MATLAB Finance Toolbox – Quantitative finance and risk modeling tools.
- Power BI – Financial dashboards and reporting.
- SEC – U.S. securities regulation and filings.
- FINRA – Regulatory authority for broker-dealers.
- FATF – Global anti-money laundering standards.
- KYC & AML Overview – Customer due diligence frameworks.
- GDPR for Finance – Data protection requirements affecting financial institutions.
- Khan Academy Finance – Introductory finance and investing lessons.
- CFA Program Curriculum – Comprehensive investment education.
- Coursera Finance Courses – University-backed finance programs.
- Aswath Damodaran Valuation – Valuation theory and datasets.
- Financial Modeling Guide – Practical modeling techniques.
- Behavioral Finance Overview – Psychology-driven finance concepts.
- Corporate Finance – Capital budgeting, valuation, and financing.
- Investments & Portfolio Management – Asset allocation and risk-return tradeoffs.
- Quantitative Finance – Mathematical and computational finance methods.
Contributions are welcome. Please ensure your submission fully follows the requirements outlined in CONTRIBUTING.md, including formatting, scope alignment, and category placement.
Pull requests that do not adhere to the contribution guidelines may be closed.
