Investment analysis, sharpened by AI.
I'm Jeroen Bouma, Quantitative Investment Strategist in asset management. I turn financial information into investment conclusions on strategic asset allocation, ALM, lifecycle investing and Solvency II internal model calculations, combined with deep expertise in AI. I also created the open-source Finance Toolkit and Finance Database, used by thousands of analysts.
Experience and education
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Everything in one place
Experience
Investment strategy at a.s.r., ALM at PGGM and product management at OpenBB.
ResumeOpen Source Projects
The Finance Toolkit, Finance Database and an MCP server that brings them to AI assistants.
ProjectsFinancial Modelling
A practical guide to building financial models in Python that stay maintainable.
GuideInsights
Analysis of markets, companies and economies, talks at universities and conferences, and a curated reading list.
InsightsFeatured project
The Finance Toolkit
An open-source Python library with 500+ financial methods, from ratios and valuation models to risk, performance and econometrics. Every formula is written out, so you can see exactly how a number is calculated. The MCP server makes all of it available to AI assistants such as Claude and ChatGPT.
Writing
Latest insights
“Jeroen was at the intersection of finance, programming and open source, which is a combination that is very hard to find.”
Let's talk
A question about the projects, an idea for a collaboration or a talk? I'm always happy to hear from you.