116 results for “topic:financial-planning”
monetr is a budgeting application focused on planning for recurring expenses.
An open-source, AI-powered alternative to ProjectionLab for planning your long-term personal finances.
Open-source calculator for determining best Social Security claiming age(s)
SquirrelPlan is a client-side, single-page web application for personal financial planning and wealth simulation. It allows users to input detailed financial data—including assets, liabilities, income, and expenses—to project their financial future.
Safe withdrawal rate using flexible investing and withdrawal schedules and optimizers
Your AI-Powered Personal Finance Assistant
This Python-written project creates two tools used for the purposes of financial planning: a Personal Finance Planner that allows for users to visualize their savings composed by investments in shares and cryptocurrencies, and a Retirement Planning Tool that uses the Alpaca API to fetch historical closing prices for a retirement portfolio composed of stocks and bonds. Monte Carlo Simulation run.
A learning tool to demonstrate the process of financial forecasting, budgeting, and analysis.
Track your net worth and investment portfolio with automatic price updates, asset allocation, expense tracking, and FIRE calculator. Modern alternative to spreadsheets. Next.js + Firebase + TypeScript.
Financial forecasting API that predicts your budget months into the future. Answer "when will I be able to afford..." questions with precision through intelligent budget simulation.
The model builds a financial planner to advise a client about how much to save and how to divide the savings among the various asset classes in order to live a comfortable life after retirement
An application to manage your finances!
A small tidyverse-based framework for importing and plotting UCITS ETF tracking differences, liquidity measures, as well as survival curves and other plots related to financial planning.
Spend Smart: A Financial Tracker – A machine learning-powered personal finance tracker that helps users monitor expenses, categorize transactions, and predict future spending using data visualization and predictive analytics.
📊 Data-driven mutual fund allocation planner for Indian investors. Input your age, income, risk profile to receive personalized asset allocation recommendations across equity (large/mid/small-cap) and debt funds. Built with Streamlit + Python for offline financial planning.
Shiny app for performing retirement planning via Monte Carlo simulation, FIRE, etc.
Rough estimate of USA income tax across states to trade off relocation and retirement income
Fortran simulation of spending rules in retirement
Cash Flow é um sistema de gestão financeira simples e intuitivo, projetado para ajudar pessoas a organizarem suas finanças de forma eficiente. Com ele, você pode acompanhar receitas, despesas, categorias de gastos e obter insights sobre seu fluxo de caixa.
This Shiny R app is a monthly savings calculator that allows users to calculate the monthly savings rate needed to reach a desired final amount, based on different possible return distributions and risk profiles.
💰 Expense Locator (EL) is a Flutter-based expense management app that helps users track expenses, split costs, and manage financial records efficiently. It offers expense entry, list visualization, and flexible cost-sharing models for a seamless financial tracking experience. 🚀
This project focuses on extracting and processing data from credit card PDF statements. The goal is to analyze spending patterns, identify opportunities for improvement, and develop better financial habits through data-driven insights.
The Smith Budget is designed to help you take control of your finances with an easy-to-use budget calculator. " "We believe that financial freedom starts with a clear plan. Let’s build yours today!"
Traditional 3-statement financial model (startup) with CapEx ROI & PDF export.
Sistema simples feito em Python utilizando o CMS Wagtail para educação financeira contendo formulário de planejamento para um mês e um sistema de blogging
💰AI-driven web interface integrates Ministry of Finance pension data, providing personalized fund recommendations and interactive analysis tools for informed retirement planning decisions.
Site with information about retirement planning including several articles. .Net platform utilizing JQuery charting app plugin.
A guide for beginners on investing principles, including passive income and diversification strategies.
Monte Carlo financial planning simulator: vectorized multi-account engine with tax-aware decumulation, 4 return models, 5 spending policies, and sensitivity analysis
RetireWise is an AI-driven platform that provides personalized, ethical, and continuously optimized retirement planning solutions. Built with Python and Streamlit, it leverages AI to generate tailored investment portfolios and simulate future investment scenarios.