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.
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
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Using the Plaid and IEX APIs to collect data from banking and investment accounts. Refresh the data to build up to date reports. Conduct budget analysis and Monte Carlo simulations to project retirement portfolio performance.
Using API's to generate a mock financial plan for investors to help visualize their investments in shares and crypto to assess financial health. The second tool is a retirement planning project using Alpaca API's to get historical closing prices for a retirement portfolio of stocks and bonds and running Monte Carlo simulations to project the portfolio performance at 30 years to calculate an expected portfolio return given an investment of $20,000.
This project aims to assess personal finances, and also be able to forecast a reasonably good retirement plan based on cryptocurrencies, stocks, and bonds. It uses Alpaca API to extract the data and uses Python to run analysis and create visualizations.
