The Passive Investor

https://www.jeroenbouma.com/projects/thepassiveinvestor
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The Passive Investor is a Python package that simplifies ETF investment decisions by collecting and...
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### Install thepassiveinvestor Package

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This command installs the 'thepassiveinvestor' Python package using pip. Ensure you have pip installed and updated for the latest version.

```bash
pip install thepassiveinvestor
```

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### Compare ETFs using thepassiveinvestor

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This Python code demonstrates how to collect and compare data from a list of Exchange Traded Funds (ETFs). It utilizes the 'collect_data' function from the 'thepassiveinvestor' library, specifying a list of ETF tickers and setting the 'comparison' argument to True to generate a comparison report.

```python
import thepassiveinvestor as pi

# Collect data from a set of ETFs and compare them
etf_comparison = pi.collect_data(['VOO', 'QQQ', 'ARKG', 'VUG', 'SCHA', 'VWO'], comparison=True)
```

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### Import thepassiveinvestor Package in Python

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This Python code snippet imports the 'thepassiveinvestor' package, aliasing it as 'pi' for easier use in subsequent code. This is a standard practice for simplifying module access.

```python
import thepassiveinvestor as pi
```

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### Collect ETF Data using thepassiveinvestor

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This Python code demonstrates how to use the 'collect_data' function from the 'thepassiveinvestor' package to retrieve key information for a specific ETF, identified by its ticker symbol 'VOO'. The collected data is stored in the 'vanguard_sp500' variable.

```python
import thepassiveinvestor as pi

# Collect data from a specific ETF
vanguard_sp500 = pi.collect_data('VOO')
```

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### Display ETF Comparison Data

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This function displays a comparison of various ETFs, showing sector holdings, annual returns, key characteristics, and risk data over different periods (3y, 5y, 10y). It takes a list of ETF tickers as input and outputs a formatted table.

```python
import thepassiveinvestor as pi

etf_comparison = pi.etf_comparison()
print(etf_comparison)
```

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### Generate ETF Report to Excel

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This function generates an Excel report containing key information for a list of ETFs. It takes a list of ETF tickers and an output filename as arguments. The generated Excel file provides a consolidated view of relevant ETF data.

```python
import thepassiveinvestor as pi

# Create a report from a list of ETFs
etf_list = ['VOO', 'QQQ', 'ARKG', 'VUG', 'SCHA', 'VWO']
pi.create_ETF_report(etf_list, 'Popular ETFs.xlsx')
```

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### Display Vanguard S&P 500 Data

Source: https://www.jeroenbouma.com/projects/thepassiveinvestor/index

This code snippet retrieves and displays comprehensive data for the Vanguard 500 Index Fund. It includes information such as fund summary, sector and company holdings, annual returns, and risk data. The output is a dictionary containing these details.

```python
import thepassiveinvestor as pi

vanguard_sp500 = pi.vanguard_sp500
print(vanguard_sp500)
```
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