This is a desktop application for Wealth Management. This program generates simulations of future asset growth. I am not a Certified Financial Planner (CFP), so take all results from this program with a grain of salt. I am looking for individuals to test the output to see if the results are accurate. Feel free to submit issues.
This applications should be able to run on Windows, Linux, and MacOS (just about anywhere where Python 3 and PyQt can run)
Users can enter basic personal information, income sources, expenses, and basic asset information. Certain assumptions such as inflation rate, and asset rate of return per account can be entered by the user.
From the inputted valies, projections (forecasts) can be made for several years in the future showing how income, assets, and expenses affect a person's net worth.
Currently, users can output the projection data in csv format, that can be imported into a spreadsheet application (Excel, Libre Calc) for further analysis.
Charts can be generated for each projection variable, as well as custom charts for asset totals, income totals and asset contribution totals.
Install the modules in the requirements.txt file:
pip install -r requirements.txt
Start the gui:
python src/main.py
I plan on using historic market returns, as well as Monte Carlo simulations to calculate risk.
I would also like to create an interface for "what if" scenarios, which will include possible cost savings if roth conversions are done, etc.
FYI. This project is still under HEAVY development and is not ready for production. All generated output should be checked and double checked for accuracy. I am interested in feedback. Please submit any issues/bugs, feature requests to the issues tab above.
