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finplanner

A core set of libraries written to manage financial goal planning

Objective

Build a core library that encapsulate the core algorithms/calculations needed for a financial planner. The areas of focus:

  • Persist Transactions in Portfolio
  • Computation of portfolio value
  • Computation of portfolio XIRR
  • Goal planning
    • Long-term terminal value computation
    • Monthly investment requirement
      • Fixed
      • Increasing
    • Calculation of projected value
  • Rolling return calculation of security based on history