ALovettII / 5-challenge

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

5-challenge

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

Technologies

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

Installation

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:

• Alpaca

Usage

Set your monthly income

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.

Contributors

Created by Arthur Lovett