fundedness 0.2.0__tar.gz → 0.2.1__tar.gz

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  1. {fundedness-0.2.0 → fundedness-0.2.1}/PKG-INFO +2 -2
  2. {fundedness-0.2.0 → fundedness-0.2.1}/README.md +1 -1
  3. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/__init__.py +1 -1
  4. {fundedness-0.2.0 → fundedness-0.2.1}/pyproject.toml +1 -1
  5. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/5_Utility_Optimization.py +1 -1
  6. {fundedness-0.2.0 → fundedness-0.2.1}/.github/workflows/docs.yml +0 -0
  7. {fundedness-0.2.0 → fundedness-0.2.1}/.github/workflows/publish.yml +0 -0
  8. {fundedness-0.2.0 → fundedness-0.2.1}/.gitignore +0 -0
  9. {fundedness-0.2.0 → fundedness-0.2.1}/CLAUDE.md +0 -0
  10. {fundedness-0.2.0 → fundedness-0.2.1}/api/__init__.py +0 -0
  11. {fundedness-0.2.0 → fundedness-0.2.1}/api/main.py +0 -0
  12. {fundedness-0.2.0 → fundedness-0.2.1}/api/routes/__init__.py +0 -0
  13. {fundedness-0.2.0 → fundedness-0.2.1}/api/routes/cefr.py +0 -0
  14. {fundedness-0.2.0 → fundedness-0.2.1}/api/routes/compare.py +0 -0
  15. {fundedness-0.2.0 → fundedness-0.2.1}/api/routes/simulate.py +0 -0
  16. {fundedness-0.2.0 → fundedness-0.2.1}/background_information.md +0 -0
  17. {fundedness-0.2.0 → fundedness-0.2.1}/docs/api/core.md +0 -0
  18. {fundedness-0.2.0 → fundedness-0.2.1}/docs/api/merton.md +0 -0
  19. {fundedness-0.2.0 → fundedness-0.2.1}/docs/api/models.md +0 -0
  20. {fundedness-0.2.0 → fundedness-0.2.1}/docs/api/viz.md +0 -0
  21. {fundedness-0.2.0 → fundedness-0.2.1}/docs/api/withdrawals.md +0 -0
  22. {fundedness-0.2.0 → fundedness-0.2.1}/docs/examples/tutorials.md +0 -0
  23. {fundedness-0.2.0 → fundedness-0.2.1}/docs/getting-started/installation.md +0 -0
  24. {fundedness-0.2.0 → fundedness-0.2.1}/docs/getting-started/quickstart.md +0 -0
  25. {fundedness-0.2.0 → fundedness-0.2.1}/docs/guide/cefr.md +0 -0
  26. {fundedness-0.2.0 → fundedness-0.2.1}/docs/guide/simulations.md +0 -0
  27. {fundedness-0.2.0 → fundedness-0.2.1}/docs/guide/utility-optimization.md +0 -0
  28. {fundedness-0.2.0 → fundedness-0.2.1}/docs/guide/visualizations.md +0 -0
  29. {fundedness-0.2.0 → fundedness-0.2.1}/docs/guide/withdrawals.md +0 -0
  30. {fundedness-0.2.0 → fundedness-0.2.1}/docs/index.md +0 -0
  31. {fundedness-0.2.0 → fundedness-0.2.1}/examples/01_cefr_basics.ipynb +0 -0
  32. {fundedness-0.2.0 → fundedness-0.2.1}/examples/02_time_distribution.ipynb +0 -0
  33. {fundedness-0.2.0 → fundedness-0.2.1}/examples/03_withdrawal_comparison.ipynb +0 -0
  34. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/allocation/__init__.py +0 -0
  35. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/allocation/base.py +0 -0
  36. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/allocation/constant.py +0 -0
  37. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/allocation/glidepath.py +0 -0
  38. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/allocation/merton_optimal.py +0 -0
  39. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/cefr.py +0 -0
  40. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/liabilities.py +0 -0
  41. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/liquidity.py +0 -0
  42. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/merton.py +0 -0
  43. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/__init__.py +0 -0
  44. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/assets.py +0 -0
  45. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/household.py +0 -0
  46. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/liabilities.py +0 -0
  47. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/market.py +0 -0
  48. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/simulation.py +0 -0
  49. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/tax.py +0 -0
  50. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/models/utility.py +0 -0
  51. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/optimize.py +0 -0
  52. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/policies.py +0 -0
  53. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/risk.py +0 -0
  54. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/simulate.py +0 -0
  55. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/__init__.py +0 -0
  56. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/colors.py +0 -0
  57. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/comparison.py +0 -0
  58. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/fan_chart.py +0 -0
  59. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/histogram.py +0 -0
  60. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/optimal.py +0 -0
  61. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/survival.py +0 -0
  62. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/tornado.py +0 -0
  63. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/viz/waterfall.py +0 -0
  64. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/__init__.py +0 -0
  65. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/base.py +0 -0
  66. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/comparison.py +0 -0
  67. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/fixed_swr.py +0 -0
  68. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/guardrails.py +0 -0
  69. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/merton_optimal.py +0 -0
  70. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/rmd_style.py +0 -0
  71. {fundedness-0.2.0 → fundedness-0.2.1}/fundedness/withdrawals/vpw.py +0 -0
  72. {fundedness-0.2.0 → fundedness-0.2.1}/mkdocs.yml +0 -0
  73. {fundedness-0.2.0 → fundedness-0.2.1}/requirements.txt +0 -0
  74. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/__init__.py +0 -0
  75. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/app.py +0 -0
  76. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/components/__init__.py +0 -0
  77. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/components/asset_editor.py +0 -0
  78. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/components/liability_editor.py +0 -0
  79. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/components/metrics_display.py +0 -0
  80. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/0_Inputs.py +0 -0
  81. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/1_CEFR_Dashboard.py +0 -0
  82. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/2_Time_Runway.py +0 -0
  83. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/3_Withdrawal_Lab.py +0 -0
  84. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/4_Sensitivity.py +0 -0
  85. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/utils/__init__.py +0 -0
  86. {fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/utils/session_state.py +0 -0
  87. {fundedness-0.2.0 → fundedness-0.2.1}/tests/__init__.py +0 -0
  88. {fundedness-0.2.0 → fundedness-0.2.1}/tests/conftest.py +0 -0
  89. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_api.py +0 -0
  90. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_cefr.py +0 -0
  91. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_liabilities.py +0 -0
  92. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_merton.py +0 -0
  93. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_optimize.py +0 -0
  94. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_simulate.py +0 -0
  95. {fundedness-0.2.0 → fundedness-0.2.1}/tests/test_withdrawals.py +0 -0
{fundedness-0.2.0 → fundedness-0.2.1}/PKG-INFO 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 → fundedness-0.2.1}/README.md RENAMED
@@ -15,7 +15,7 @@ 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 → fundedness-0.2.1}/fundedness/__init__.py RENAMED
@@ -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 → fundedness-0.2.1}/pyproject.toml RENAMED
@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
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  [project]
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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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  description = "A Python financial planning toolkit with CEFR calculations, Monte Carlo simulations, and beautiful visualizations"
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  readme = "README.md"
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  license = "MIT"
{fundedness-0.2.0 → fundedness-0.2.1}/streamlit_app/pages/5_Utility_Optimization.py RENAMED
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- """Utility Optimization page - Victor Haghani / Elm Wealth methodology."""
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+ """Utility Optimization page - Merton optimal spending and allocation."""
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  import numpy as np
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  import streamlit as st
{fundedness-0.2.0 → fundedness-0.2.1}/.gitignore RENAMED
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{fundedness-0.2.0 → fundedness-0.2.1}/tests/__init__.py RENAMED
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{fundedness-0.2.0 → fundedness-0.2.1}/tests/conftest.py RENAMED
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{fundedness-0.2.0 → fundedness-0.2.1}/tests/test_api.py RENAMED
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