fundedness 0.2.0__py3-none-any.whl → 0.2.1__py3-none-any.whl

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Files changed (5) hide show
  1. fundedness/__init__.py +1 -1
  2. {fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/METADATA +2 -2
  3. {fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/RECORD +5 -5
  4. {fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/WHEEL +0 -0
  5. {fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/entry_points.txt +0 -0
fundedness/__init__.py CHANGED
@@ -8,7 +8,7 @@ This package provides tools for:
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  - Beautiful Plotly visualizations
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  """
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- __version__ = "0.2.0"
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+ __version__ = "0.2.1"
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  from fundedness.cefr import CEFRResult, compute_cefr
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  from fundedness.merton import (
{fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/METADATA RENAMED
@@ -1,6 +1,6 @@
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  Metadata-Version: 2.4
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  Name: fundedness
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- Version: 0.2.0
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+ Version: 0.2.1
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  Summary: A Python financial planning toolkit with CEFR calculations, Monte Carlo simulations, and beautiful visualizations
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  Project-URL: Homepage, https://github.com/engineerinvestor/financial-health-calculator
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  Project-URL: Documentation, https://engineerinvestor.github.io/financial-health-calculator/
@@ -69,7 +69,7 @@ A comprehensive Python financial planning toolkit with CEFR calculations, Monte
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  - **CEFR (Certainty-Equivalent Funded Ratio)**: A fundedness metric that accounts for taxes, liquidity, and concentration risk
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  - **Monte Carlo Simulations**: Project retirement outcomes with configurable market assumptions
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  - **Withdrawal Strategy Lab**: Compare strategies including fixed SWR, guardrails, VPW, RMD-style, and Merton optimal
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- - **Utility Optimization**: Victor Haghani / Elm Wealth methodology for optimal spending and allocation
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+ - **Utility Optimization**: Merton optimal spending and allocation based on lifetime utility maximization
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  - **Beautiful Visualizations**: Interactive Plotly charts with fan charts, waterfalls, and survival curves
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  - **REST API**: FastAPI backend for programmatic access
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  - **Streamlit App**: User-friendly web interface
{fundedness-0.2.0.dist-info → fundedness-0.2.1.dist-info}/RECORD RENAMED
@@ -1,4 +1,4 @@
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- fundedness/__init__.py,sha256=lTwShYKrPnN1MV-4vVPwuqsdtABflJj_9iEf0ic7wtM,1678
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+ fundedness/__init__.py,sha256=7cGKTGVcoHzzjwZDy5yZ0N1bmDAXCFjWjf133dlVknQ,1678
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  fundedness/cefr.py,sha256=hCImRrjz-DCPJsuF3HShDZK5tw1vslakh-DrNBHsh2k,7728
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  fundedness/liabilities.py,sha256=uKvEV6JQnQdrd7b6VsCc2qf9S2DJdK0XhEX9qwca2Ws,6662
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  fundedness/liquidity.py,sha256=ncZF70AfgoVoYZnozpA_CHemfaHmI4KKCe3vITp5ljM,1713
@@ -37,7 +37,7 @@ fundedness/withdrawals/guardrails.py,sha256=rZKVojKbl9LLJLi9LlK1I2JXb537MN_AbZfn
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  fundedness/withdrawals/merton_optimal.py,sha256=mSxRAKGx8sr_YdlhQMtIvnojqfuG0MiYtBp18xboLHs,9269
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  fundedness/withdrawals/rmd_style.py,sha256=E5FfrUYxFJwULKxzxbtZFLoLspLzUUomTQRUWLGLDpg,6373
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  fundedness/withdrawals/vpw.py,sha256=aajHLAkHfsxh33uGRgzv0ozVuZREG-EmARJgWOU6mis,4389
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- fundedness-0.2.0.dist-info/METADATA,sha256=unqKCZ6AnrF_aK38QbEcRhdqzEJnhk3YVvLu7nJi5IU,10379
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- fundedness-0.2.0.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
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- fundedness-0.2.0.dist-info/entry_points.txt,sha256=Oh-Hg08i044YHuSHViCdfoD8CenIGcKrVuUVysvN9sY,51
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- fundedness-0.2.0.dist-info/RECORD,,
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+ fundedness-0.2.1.dist-info/METADATA,sha256=Lg-LFdrLs2mcL9oyBjk3-X1qt9bB7U-K01zFHJXY6eI,10381
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+ fundedness-0.2.1.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
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+ fundedness-0.2.1.dist-info/entry_points.txt,sha256=Oh-Hg08i044YHuSHViCdfoD8CenIGcKrVuUVysvN9sY,51
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+ fundedness-0.2.1.dist-info/RECORD,,