Building a tool to help credit union members evaluate their financial health; assess their monthly budgets & forecast a reasonably effective retirement plan based on their current holdings
This project uses Python 3.7.11 with the following packages & dependencies:
- import os
- import requests
- import json
- import pandas as pd
- from dotenv import load_dotenv
- import alpaca_trade_api as tradeapi
- from MCForecastTools import MCSimulation
Using the Conda package manager: GitHub
You will also the following packages:
# Install json
conda install -c jmcmurray json
# Install Requests
conda install -c anaconda requests
Finally, ensure you have API credentials for the following:
monthly_income = <income_of_your choosing>
Upon running the application, it will calculate the BTC (BTC & ETH) & portfolio holding (AGG & SPY) current value. Following which, using your monthly income and current holdings balance, the program will assess your emergency fund status - checking to see if there's enough money to satisfy three months of income. Finally, using this data, a Monte Carlo simulation is displayed showing current portfolio predictions.
Created by Arthur Lovett