Skip to main content

Data analysis

Jupyter Notebook is a tool that allows you to perform various data analytics and manipulation tasks through on-the-fly Python scripting. Notebooks in FA provide you with the following features:

  • Secure access to notebooks based on FA user roles, where each user operates in an individual computing environment.

  • Sharing documents with other FA users who have access to Notebooks.

  • Access to the most common Python libraries to perform financial and data analysis:

    • Core data: numpy, pandas, scipy, sci-kit learn, statsmodels.

    • Data visualization: plotly, seaborn, matplotlib.

    • Finance: quandl, pyfolio, quantlib, TA-lib.

  • Access to the FA APIs.

Note

FA Solutions doesn't provide support for data analysis scripting but enables it with Jupyter Notebook.

Getting started

Prerequisites

  • FA Back version 3.12 or newer

  • Jupyter Notebook enabled in your installation

  • FA user account with access to Notebooks

  • Coding skills (or willingness to learn)

  • Getting familiar with Jupyter Notebook documentation: https://jupyter-notebook.readthedocs.io/en/stable/.

Notebooks view in FA Developer app

The Notebooks view in FA Developer app provides you access to Jupyter notebooks to manipulate, analyze and present data from FA and external parties, as well as to store and share your work securely. Jupyter notebooks as a tool are pre-configured in FA and don’t require any setup.

notebooks.png

Creating your first notebook

To get started:

  1. Go to the Notebooks view in the FA Developer app.

  2. Click the plus icon notebooks_plus_icon.png to open a new launcher and create a new notebook.

Check the Access FA data via GraphGL API section for samples that show how to fetch data to notebooks via FA APIs. You can upload the samples to your own notebooks by clicking the Upload files button notebooks_upload_icon.png.