Giter Club home page Giter Club logo

financial-planner's Introduction

Financial planner

Basic financial planning tool. Built using extensive help from Claude Sonnet 3.5.

Prompt

I would like to create a simple website for financial planning for UK residents.

The user should be able to input their income, their current net worth. They should be able to split out the net worth into separate categories highlighting either the tax status such as ISAs vs general investment accounts; and the risk-profile - cash vs invested in broad market index vs crypto.

The user should also be able to input some assumptions such as - retirement age, expected growth of net worth, expected growth of income.

The user should also be able to input their current annual expenses.

Based on this information the app should display interactive plots showing how the wealth will change for the coming years.

First reflect on the project and plan out how you would build it. Highlight different components and choice of technology.

financial-planner's People

Contributors

anjor avatar

Watchers

 avatar

financial-planner's Issues

Scenario planning

Right now we just assess retirement. Add more scenario planning like paying for college, home purchase etc.

Better handling of drawdown of illiquid assets

Right now in the drawdown phase all assets reduce at the same rate.

The modeling should be aware of the asset class and adjust appropriately. For example, property value should not go down during the drawdown phase.

Recommend Projects

  • React photo React

    A declarative, efficient, and flexible JavaScript library for building user interfaces.

  • Vue.js photo Vue.js

    ๐Ÿ–– Vue.js is a progressive, incrementally-adoptable JavaScript framework for building UI on the web.

  • Typescript photo Typescript

    TypeScript is a superset of JavaScript that compiles to clean JavaScript output.

  • TensorFlow photo TensorFlow

    An Open Source Machine Learning Framework for Everyone

  • Django photo Django

    The Web framework for perfectionists with deadlines.

  • D3 photo D3

    Bring data to life with SVG, Canvas and HTML. ๐Ÿ“Š๐Ÿ“ˆ๐ŸŽ‰

Recommend Topics

  • javascript

    JavaScript (JS) is a lightweight interpreted programming language with first-class functions.

  • web

    Some thing interesting about web. New door for the world.

  • server

    A server is a program made to process requests and deliver data to clients.

  • Machine learning

    Machine learning is a way of modeling and interpreting data that allows a piece of software to respond intelligently.

  • Game

    Some thing interesting about game, make everyone happy.

Recommend Org

  • Facebook photo Facebook

    We are working to build community through open source technology. NB: members must have two-factor auth.

  • Microsoft photo Microsoft

    Open source projects and samples from Microsoft.

  • Google photo Google

    Google โค๏ธ Open Source for everyone.

  • D3 photo D3

    Data-Driven Documents codes.