7 projects
liquiditylife
Life-cycle portfolio choice with liquidity risk, labor-income risk, and consumption adjustment frictions
plan529lab
529 vs taxable brokerage after-tax tradeoff engine
collegeplan
A deterministic college cost projection and savings planning engine
lifecycle-allocation
Lifecycle portfolio allocation framework inspired by Choi et al.
monteplan
Monte Carlo financial planning simulator
fundedness
A Python financial planning toolkit with CEFR calculations, Monte Carlo simulations, and beautiful visualizations
engineer-investor-portfolio
Professional portfolio analysis tools for DIY investors