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Open Source Science

https://github.com/alxhslm/wealthypy

Financial planning tool for rational investors

https://github.com/alxhslm/wealthypy

Science Score: 26.0%

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Repository

Financial planning tool for rational investors

Basic Info
  • Host: GitHub
  • Owner: alxhslm
  • License: mit
  • Language: Python
  • Default Branch: main
  • Size: 70.3 KB
Statistics
  • Stars: 2
  • Watchers: 1
  • Forks: 0
  • Open Issues: 0
  • Releases: 0
Created over 1 year ago · Last pushed 11 months ago
Metadata Files
Readme License

README.md

:chart: Wealthypy

Streamlit App

Overview

This is a Streamlit-based portfolio simulation tool that helps visualize long-term investment growth using a rational investing approach, as outlined in Investing Demystified by Lars Kroijer. The tool allows users to model their retirement savings (e.g., SIPP) using a mix of global equity index funds and government bonds, accounting for inflation, returns, and volatility.

Features

  • Customizable Inputs:
    • Starting portfolio amount
    • Annual inflation rate
    • Variable monthly contributions and allocation
  • Monte Carlo simulations assuming each asset has a fixed average return and constant volality.
  • Backtesting using historic returns from Yahoo! finance
  • Interactive visualization of portfolio growth over time using Plotly.

Installation

Ensure you have Python installed, then install the required dependencies: bash pip install -r requirements.txt

Usage

Run the Streamlit app with: bash streamlit run app.py Then, open the provided URL in your browser and adjust the parameters to explore different investment scenarios.

License

This project is open-source and follows the MIT License.

Acknowledgments

Inspired by the principles from Investing Demystified by Lars Kroijer.

Owner

  • Name: Alex Haslam
  • Login: alxhslm
  • Kind: user
  • Company: @optimal-labs

GitHub Events

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  • Watch event: 2
  • Push event: 36
  • Create event: 3
Last Year
  • Watch event: 2
  • Push event: 36
  • Create event: 3

Dependencies

requirements.txt pypi
  • numpy *
  • pandas *
  • plotly *
  • streamlit *