Installing Zipline and PyFolio

We recommend setting up the development environment as described in Appendix A. Nevertheless, the detailed instructions are given in the following sections.

Installing Zipline

For performance reasons, Zipline is closely dependent on a particular version of Python and its related libraries. Therefore, the best way to install it is to create a conda virtual environment and install Zipline there. We recommend using Anaconda Python for this.

Let's create a virtual environment called zipline_env with Python 3.6 and install the zipline package:

conda create -n zipline_env python=3.6
conda activate zipline_env
conda install -c conda-forge zipline

We will now install PyFolio.

Installing PyFolio

You can install the pyfolio package via pip:

pip install pyfolio

As we can see, installing PyFolio is also an easy task.