This application provides two financial planning tools:
1: A financial planner for emergencies. Users can visualize their current savings and determine if they have enough reserves for an emergency fund.
2: A financial planner for retirement. Users can forecast the performance of their retirement portfolio in 30 years. The application will make a call to the n Alpaca API via the Alpaca SDK to get historical price data for use in Monte Carlo simulations.
Information from the Monte Carlo simulations will answer questions about the user's portfolio.
- Python interpreter v3.9.12
- Pandas library: Data analysis and manipulation tools
- Matplotlib library: Creating static, animated, and interactive visualizations
- Python sys library: Support for system-specific parameters and functions
- Python requests library: for making REST API calls
- Python json library: for handling json data returned from API
- Python dotenv library: Support for using secure environment variables
- Python alpaca_trades_api library: for interacting with Alpaca API
- Python MCForecastTools library: for conducting data simulations
To use this emergency and retirement financial planning application simply clone the repository and open the financial_planning_tools.ipynb script in the Jupyter Lab application.
financial_planning_tools.ipynb
The source code for the application is licensed under the MIT license, which you can find in the LICENSE file in this repo.