How to Calculate Mutual Fund Percent Change Using Python yfinance?

20 Replies, 1082 Views

Hey everyone,

So I’ve been trying to figure out how to calculate mutual fund percent change using python yfinance. I’m kinda new to this, so bear with me if I sound a bit clueless lol.

Basically, I want to pull mutual fund data and calculate the percentage change over a specific period. I’ve got yfinance installed, but I’m not entirely sure how to structure the code for mutual funds specifically.

Has anyone here worked with python yfinance for mutual fund percent change before? Like, do I just use the `.history()` method and then calculate the percent change manually, or is there a built-in way to do it?

Also, do mutual funds even work the same way as stocks in yfinance? I’m assuming they do, but just wanna double-check.

Any tips or code snippets would be super helpful! Thanks in advance, y’all.

Cheers!
Hey! So I’ve used python yfinance for mutual fund percent change before, and it’s pretty straightforward. You can use the `.history()` method to pull the data, and then calculate the percent change manually.

For example:
```python
import yfinance as yf
data = yf.Ticker("MUTFUND_TICKER").history(period="1y")
data['Pct_Change'] = data['Close'].pct_change() * 100
```
Mutual funds work similarly to stocks in yfinance, so you’re good there. Just make sure the ticker is correct!
Yo! I was in the same boat a while back. Mutual funds are treated like stocks in yfinance, so you can totally use the same methods. The `.pct_change()` function in pandas is your best friend here.

Also, check out [Investopedia](https://www.investopedia.com) for some background on mutual fund calculations if you’re new to this. It’s a great resource!
Hey there! I’ve been working with python yfinance for mutual fund percent change for a while now. One thing to note is that mutual fund tickers can sometimes be a bit tricky to find. Make sure you’re using the correct ticker symbol, or else you’ll pull the wrong data.

Once you’ve got the data, calculating the percent change is super easy with pandas. Just use `.pct_change()` on the closing prices.
Hey! I’d recommend using the `.history()` method to pull the data and then calculate the percent change manually. Mutual funds work the same way as stocks in yfinance, so no worries there.

Also, if you’re looking for a quick way to visualize the data, check out [Plotly](https://plotly.com). It’s great for plotting financial data!
Hey! I’ve done this before, and mutual funds are treated just like stocks in yfinance. You can use the `.history()` method to get the data and then calculate the percent change using `.pct_change()`.

One tip: make sure you’re pulling data for the correct period. If you’re looking for a specific time frame, adjust the `period` parameter in `.history()`.
Yo! Mutual funds work the same as stocks in yfinance, so you’re good to go. Just use the `.history()` method to pull the data and then calculate the percent change manually.

Also, if you’re new to this, I’d recommend checking out [Real Python](https://realpython.com). They’ve got some great tutorials on financial data analysis with Python.
Hey! I’ve used python yfinance for mutual fund percent change before, and it’s pretty straightforward. Just use the `.history()` method to pull the data and then calculate the percent change using `.pct_change()`.

One thing to keep in mind: mutual fund data can sometimes be delayed, so make sure you’re pulling the most recent data if that’s important for your analysis.
Hey! Mutual funds are treated the same as stocks in yfinance, so you can use the same methods. Just pull the data using `.history()` and then calculate the percent change manually.

Also, if you’re looking for a quick way to check mutual fund tickers, I’d recommend using [Yahoo Finance](https://finance.yahoo.com). It’s a great resource for finding the correct ticker symbols.
Hey! I’ve been working with python yfinance for mutual fund percent change for a while now. One thing to note is that mutual fund tickers can sometimes be a bit tricky to find. Make sure you’re using the correct ticker symbol, or else you’ll pull the wrong data.

Once you’ve got the data, calculating the percent change is super easy with pandas. Just use `.pct_change()` on the closing prices.



Users browsing this thread: 1 Guest(s)