owlplanner 2025.1.25__tar.gz → 2025.1.27__tar.gz
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/PKG-INFO +2 -1
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/pyproject.toml +2 -1
- owlplanner-2025.1.27/src/owlplanner/data/__init__.py +0 -0
- owlplanner-2025.1.27/src/owlplanner/data/rates.csv +98 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/rates.py +18 -658
- owlplanner-2025.1.27/src/owlplanner/version.py +1 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Quick_Start.py +6 -6
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/owlbridge.py +0 -6
- owlplanner-2025.1.25/src/owlplanner/tax2024.py +0 -234
- owlplanner-2025.1.25/src/owlplanner/version.py +0 -1
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.devcontainer/devcontainer.json +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.flake8 +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.github/workflows/github-actions-runtests.yml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.gitignore +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/INSTALL.md +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/LICENSE +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/README.md +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxDef.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxFree.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxable.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/Hist_Bequest.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/Hist_Spending.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/MC-tutorial2a.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/MC-tutorial2b.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/OwlUI.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/allocations.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/owl.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/profile.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/ratesCorrelations.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/ratesPlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/savingsPlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/sourcesPlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/spendingPlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/taxIncomePlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/taxesPlot.png +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/owl.pdf +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/owl.tex +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_jack+jill.toml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_joe.toml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_john+sally.toml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_kim+sam-bequest.toml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_kim+sam-spending.toml +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/jack+jill.xlsx +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/joe.xlsx +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/john+sally.xlsx +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/template.xlsx +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/john+sally.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/kim+sam.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/template.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_1.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_2.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_3.ipynb +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/owlplanner.cmd +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/requirements.txt +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/__init__.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/abcapi.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/config.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/logging.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/plan.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/progress.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/tax2025.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/timelists.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/utils.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_logger.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_regressions.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_repro.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_toml_cases.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_units.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/About_Owl.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Asset_Allocation.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Assets.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Basic_Info.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Results.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Summary.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Worksheets.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Documentation.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Fixed_Income.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Historical_Range.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Logs.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Monte_Carlo.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Optimization_Parameters.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/README.md +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Rates_Selection.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Settings.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Wages_And_Contributions.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/main.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/plots.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/progress.py +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/requirements.txt +0 -0
- {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/sskeys.py +0 -0
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Metadata-Version: 2.4
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Name: owlplanner
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Version: 2025.1.
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Version: 2025.1.27
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Summary: Owl: Retirement planner with great wisdom
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Project-URL: HomePage, https://github.com/mdlacasse/owl
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Project-URL: Repository, https://github.com/mdlacasse/owl
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Requires-Dist: scipy
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Requires-Dist: seaborn
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Requires-Dist: streamlit
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Requires-Dist: toml
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Description-Content-Type: text/markdown
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[project]
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name = "owlplanner"
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version = "2025.01.
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version = "2025.01.27"
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authors = [
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{ name="Martin-D. Lacasse", email="martin.d.lacasse@gmail.com" },
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]
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"openpyxl",
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"streamlit",
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"toml",
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]
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license = {file = "LICENSE"}
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File without changes
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year,S&P 500,Bonds Baa,Bonds Aaa,TBills,TNotes,Inflation
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1928,43.81,3.22,3.22,3.08,0.84,-1.16
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3
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1929,-8.3,3.02,3.02,3.16,4.2,0.58
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4
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+
1930,-25.12,0.54,0.54,4.55,4.54,-6.4
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5
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+
1931,-43.84,-15.68,-15.68,2.31,-2.56,-9.32
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6
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+
1932,-8.64,23.59,23.59,1.07,8.79,-10.27
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7
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1933,49.98,12.97,12.97,0.96,1.86,0.76
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8
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+
1934,-1.19,18.82,18.82,0.28,7.96,1.52
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9
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+
1935,46.74,13.31,13.31,0.17,4.47,2.99
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10
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1936,31.94,11.38,11.38,0.17,5.02,1.45
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11
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1937,-35.34,-4.42,-4.42,0.28,1.38,2.86
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12
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1938,29.28,9.24,9.24,0.07,4.21,-2.78
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13
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1939,-1.1,7.98,7.98,0.05,4.41,0.0
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14
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1940,-10.67,8.65,8.65,0.04,5.4,0.71
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15
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1941,-12.77,5.01,5.01,0.13,-2.02,9.93
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16
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1942,19.17,5.18,5.18,0.34,2.29,9.03
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17
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+
1943,25.06,8.04,8.04,0.38,2.49,2.96
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18
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+
1944,19.03,6.57,6.57,0.38,2.58,2.3
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19
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+
1945,35.82,6.8,6.8,0.38,3.8,2.25
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20
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1946,-8.43,2.51,2.51,0.38,3.13,18.13
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21
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+
1947,5.2,0.26,0.26,0.6,0.92,8.84
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22
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+
1948,5.7,3.44,3.44,1.05,1.95,2.99
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23
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+
1949,18.3,5.38,5.38,1.12,4.66,-2.07
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24
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1950,30.81,4.24,4.24,1.2,0.43,5.93
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25
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1951,23.68,-0.19,-0.19,1.52,-0.3,6.0
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26
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1952,18.15,4.44,4.44,1.72,2.27,0.75
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27
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1953,-1.21,1.62,1.62,1.89,4.14,0.75
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28
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1954,52.56,6.16,6.16,0.94,3.29,-0.74
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1955,32.6,2.04,2.04,1.72,-1.34,0.37
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30
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1956,7.44,-2.35,-2.35,2.62,-2.26,2.99
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31
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+
1957,-10.46,-0.72,-0.72,3.22,6.8,2.9
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32
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+
1958,43.72,6.43,6.43,1.77,-2.1,1.76
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33
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+
1959,12.06,1.57,1.57,3.39,-2.65,1.73
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34
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+
1960,0.34,6.66,6.66,2.87,11.64,1.36
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35
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+
1961,26.64,5.1,5.1,2.35,2.06,0.67
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36
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1962,-8.81,6.5,6.5,2.77,5.69,1.33
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37
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+
1963,22.61,5.46,5.46,3.16,1.68,1.64
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38
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+
1964,16.42,5.16,5.16,3.55,3.73,0.97
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39
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+
1965,12.4,3.19,3.19,3.95,0.72,1.92
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40
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1966,-9.97,-3.45,-3.45,4.86,2.91,3.46
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41
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1967,23.8,0.9,0.9,4.29,-1.58,3.04
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42
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1968,10.81,4.85,4.85,5.34,3.27,4.72
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43
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1969,-8.24,-2.03,-2.03,6.67,-5.01,6.2
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44
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+
1970,3.56,5.65,5.65,6.39,16.75,5.57
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45
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+
1971,14.22,14.0,14.0,4.33,9.79,3.27
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46
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+
1972,18.76,11.41,11.41,4.06,2.82,3.41
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47
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1973,-14.31,4.32,4.32,7.04,3.66,8.71
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48
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1974,-25.9,-4.38,-4.38,7.85,1.99,12.34
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49
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1975,37.0,11.05,11.05,5.79,3.61,6.94
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50
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1976,23.83,19.75,19.75,4.98,15.98,4.86
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51
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1977,-6.98,9.95,9.95,5.26,1.29,6.7
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52
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1978,6.51,3.14,3.14,7.18,-0.78,9.02
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53
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+
1979,18.52,-2.01,-2.01,10.05,0.67,13.29
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54
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+
1980,31.74,-3.32,-3.32,11.39,-2.99,12.52
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55
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1981,-4.7,8.46,8.46,14.04,8.2,8.92
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56
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+
1982,20.42,29.05,29.05,10.6,32.81,3.83
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57
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+
1983,22.34,16.19,16.19,8.62,3.2,3.79
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58
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+
1984,6.15,15.62,15.62,9.54,13.73,3.95
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59
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+
1985,31.24,23.86,23.86,7.47,25.71,3.8
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60
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+
1986,18.49,21.35,21.35,5.97,24.28,1.1
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61
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+
1987,5.81,2.81,2.81,5.78,-4.96,4.43
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62
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+
1988,16.54,14.38,14.38,6.67,8.22,4.42
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63
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+
1989,31.48,15.95,15.95,8.11,17.69,4.65
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64
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+
1990,-3.06,6.28,6.28,7.5,6.24,6.11
|
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65
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+
1991,30.23,18.93,18.93,5.38,15.0,3.06
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66
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+
1992,7.49,11.31,11.31,3.43,9.36,2.9
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67
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+
1993,9.97,15.47,15.47,3.0,14.21,2.75
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68
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+
1994,1.33,-0.97,-0.97,4.25,-8.04,2.67
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69
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+
1995,37.2,21.29,21.29,5.49,23.48,2.54
|
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70
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+
1996,22.68,3.42,3.42,5.01,1.43,3.32
|
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71
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+
1997,33.1,12.75,12.75,5.06,9.94,1.7
|
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72
|
+
1998,28.34,7.63,7.63,4.78,14.92,1.61
|
|
73
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+
1999,20.89,0.91,0.91,4.64,-8.25,2.68
|
|
74
|
+
2000,-9.03,9.39,9.39,5.82,16.66,3.39
|
|
75
|
+
2001,-11.85,8.54,8.54,3.4,5.57,1.55
|
|
76
|
+
2002,-21.97,12.14,12.14,1.61,15.12,2.38
|
|
77
|
+
2003,28.36,12.32,12.32,1.01,0.38,1.88
|
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78
|
+
2004,10.74,10.35,10.35,1.37,4.49,3.26
|
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79
|
+
2005,4.83,5.3,5.3,3.15,2.87,3.42
|
|
80
|
+
2006,15.61,5.2,5.2,4.73,1.96,2.54
|
|
81
|
+
2007,5.48,4.84,4.84,4.36,10.21,4.08
|
|
82
|
+
2008,-36.55,-3.54,-3.54,1.37,20.1,0.09
|
|
83
|
+
2009,25.94,20.21,20.21,0.15,-11.12,2.72
|
|
84
|
+
2010,14.82,9.41,9.41,0.14,8.46,1.5
|
|
85
|
+
2011,2.1,12.26,12.26,0.05,16.04,2.96
|
|
86
|
+
2012,15.89,9.33,9.33,0.09,2.97,1.74
|
|
87
|
+
2013,32.15,-0.98,-0.98,0.06,-9.1,1.5
|
|
88
|
+
2014,13.52,10.78,10.78,0.03,10.75,0.76
|
|
89
|
+
2015,1.38,-1.5,-1.5,0.05,1.28,0.73
|
|
90
|
+
2016,11.77,11.52,11.52,0.32,0.69,2.07
|
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91
|
+
2017,21.61,9.23,9.23,0.93,2.8,2.11
|
|
92
|
+
2018,-4.23,-3.27,-3.27,1.94,-0.02,1.91
|
|
93
|
+
2019,31.21,15.25,15.25,2.06,9.64,2.29
|
|
94
|
+
2020,18.02,10.6,10.6,0.35,11.33,1.36
|
|
95
|
+
2021,28.47,0.93,0.93,0.05,-4.42,7.04
|
|
96
|
+
2022,-18.04,-15.14,-15.14,2.02,-17.83,6.45
|
|
97
|
+
2023,26.06,8.74,8.74,5.07,3.88,3.35
|
|
98
|
+
2024,24.88,1.74,1.74,4.97,-1.64,2.75
|