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.
Files changed (90) hide show
  1. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/PKG-INFO +2 -1
  2. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/pyproject.toml +2 -1
  3. owlplanner-2025.1.27/src/owlplanner/data/__init__.py +0 -0
  4. owlplanner-2025.1.27/src/owlplanner/data/rates.csv +98 -0
  5. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/rates.py +18 -658
  6. owlplanner-2025.1.27/src/owlplanner/version.py +1 -0
  7. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Quick_Start.py +6 -6
  8. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/owlbridge.py +0 -6
  9. owlplanner-2025.1.25/src/owlplanner/tax2024.py +0 -234
  10. owlplanner-2025.1.25/src/owlplanner/version.py +0 -1
  11. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.devcontainer/devcontainer.json +0 -0
  12. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.flake8 +0 -0
  13. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.github/workflows/github-actions-runtests.yml +0 -0
  14. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/.gitignore +0 -0
  15. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/INSTALL.md +0 -0
  16. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/LICENSE +0 -0
  17. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/README.md +0 -0
  18. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxDef.png +0 -0
  19. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxFree.png +0 -0
  20. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/AD-taxable.png +0 -0
  21. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/Hist_Bequest.png +0 -0
  22. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/Hist_Spending.png +0 -0
  23. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/MC-tutorial2a.png +0 -0
  24. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/MC-tutorial2b.png +0 -0
  25. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/OwlUI.png +0 -0
  26. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/allocations.png +0 -0
  27. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/owl.png +0 -0
  28. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/profile.png +0 -0
  29. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/ratesCorrelations.png +0 -0
  30. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/ratesPlot.png +0 -0
  31. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/savingsPlot.png +0 -0
  32. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/sourcesPlot.png +0 -0
  33. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/spendingPlot.png +0 -0
  34. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/taxIncomePlot.png +0 -0
  35. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/images/taxesPlot.png +0 -0
  36. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/owl.pdf +0 -0
  37. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/docs/owl.tex +0 -0
  38. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_jack+jill.toml +0 -0
  39. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_joe.toml +0 -0
  40. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_john+sally.toml +0 -0
  41. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_kim+sam-bequest.toml +0 -0
  42. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/case_kim+sam-spending.toml +0 -0
  43. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/jack+jill.xlsx +0 -0
  44. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/joe.xlsx +0 -0
  45. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/john+sally.xlsx +0 -0
  46. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/examples/template.xlsx +0 -0
  47. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/john+sally.ipynb +0 -0
  48. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/kim+sam.ipynb +0 -0
  49. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/template.ipynb +0 -0
  50. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_1.ipynb +0 -0
  51. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_2.ipynb +0 -0
  52. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/notebooks/tutorial_3.ipynb +0 -0
  53. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/owlplanner.cmd +0 -0
  54. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/requirements.txt +0 -0
  55. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/__init__.py +0 -0
  56. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/abcapi.py +0 -0
  57. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/config.py +0 -0
  58. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/logging.py +0 -0
  59. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/plan.py +0 -0
  60. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/progress.py +0 -0
  61. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/tax2025.py +0 -0
  62. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/timelists.py +0 -0
  63. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/src/owlplanner/utils.py +0 -0
  64. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_logger.py +0 -0
  65. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_regressions.py +0 -0
  66. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_repro.py +0 -0
  67. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_toml_cases.py +0 -0
  68. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/tests/test_units.py +0 -0
  69. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/About_Owl.py +0 -0
  70. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Asset_Allocation.py +0 -0
  71. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Assets.py +0 -0
  72. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Basic_Info.py +0 -0
  73. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Results.py +0 -0
  74. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Summary.py +0 -0
  75. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Case_Worksheets.py +0 -0
  76. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Documentation.py +0 -0
  77. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Fixed_Income.py +0 -0
  78. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Historical_Range.py +0 -0
  79. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Logs.py +0 -0
  80. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Monte_Carlo.py +0 -0
  81. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Optimization_Parameters.py +0 -0
  82. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/README.md +0 -0
  83. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Rates_Selection.py +0 -0
  84. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Settings.py +0 -0
  85. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/Wages_And_Contributions.py +0 -0
  86. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/main.py +0 -0
  87. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/plots.py +0 -0
  88. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/progress.py +0 -0
  89. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/requirements.txt +0 -0
  90. {owlplanner-2025.1.25 → owlplanner-2025.1.27}/ui/sskeys.py +0 -0
@@ -1,6 +1,6 @@
1
1
  Metadata-Version: 2.4
2
2
  Name: owlplanner
3
- Version: 2025.1.25
3
+ Version: 2025.1.27
4
4
  Summary: Owl: Retirement planner with great wisdom
5
5
  Project-URL: HomePage, https://github.com/mdlacasse/owl
6
6
  Project-URL: Repository, https://github.com/mdlacasse/owl
@@ -698,6 +698,7 @@ Requires-Dist: pandas
698
698
  Requires-Dist: scipy
699
699
  Requires-Dist: seaborn
700
700
  Requires-Dist: streamlit
701
+ Requires-Dist: toml
701
702
  Description-Content-Type: text/markdown
702
703
 
703
704
 
@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
4
4
 
5
5
  [project]
6
6
  name = "owlplanner"
7
- version = "2025.01.25"
7
+ version = "2025.01.27"
8
8
  authors = [
9
9
  { name="Martin-D. Lacasse", email="martin.d.lacasse@gmail.com" },
10
10
  ]
@@ -31,6 +31,7 @@ dependencies = [
31
31
  "openpyxl",
32
32
  "scipy",
33
33
  "streamlit",
34
+ "toml",
34
35
  ]
35
36
  license = {file = "LICENSE"}
36
37
 
File without changes
@@ -0,0 +1,98 @@
1
+ year,S&P 500,Bonds Baa,Bonds Aaa,TBills,TNotes,Inflation
2
+ 1928,43.81,3.22,3.22,3.08,0.84,-1.16
3
+ 1929,-8.3,3.02,3.02,3.16,4.2,0.58
4
+ 1930,-25.12,0.54,0.54,4.55,4.54,-6.4
5
+ 1931,-43.84,-15.68,-15.68,2.31,-2.56,-9.32
6
+ 1932,-8.64,23.59,23.59,1.07,8.79,-10.27
7
+ 1933,49.98,12.97,12.97,0.96,1.86,0.76
8
+ 1934,-1.19,18.82,18.82,0.28,7.96,1.52
9
+ 1935,46.74,13.31,13.31,0.17,4.47,2.99
10
+ 1936,31.94,11.38,11.38,0.17,5.02,1.45
11
+ 1937,-35.34,-4.42,-4.42,0.28,1.38,2.86
12
+ 1938,29.28,9.24,9.24,0.07,4.21,-2.78
13
+ 1939,-1.1,7.98,7.98,0.05,4.41,0.0
14
+ 1940,-10.67,8.65,8.65,0.04,5.4,0.71
15
+ 1941,-12.77,5.01,5.01,0.13,-2.02,9.93
16
+ 1942,19.17,5.18,5.18,0.34,2.29,9.03
17
+ 1943,25.06,8.04,8.04,0.38,2.49,2.96
18
+ 1944,19.03,6.57,6.57,0.38,2.58,2.3
19
+ 1945,35.82,6.8,6.8,0.38,3.8,2.25
20
+ 1946,-8.43,2.51,2.51,0.38,3.13,18.13
21
+ 1947,5.2,0.26,0.26,0.6,0.92,8.84
22
+ 1948,5.7,3.44,3.44,1.05,1.95,2.99
23
+ 1949,18.3,5.38,5.38,1.12,4.66,-2.07
24
+ 1950,30.81,4.24,4.24,1.2,0.43,5.93
25
+ 1951,23.68,-0.19,-0.19,1.52,-0.3,6.0
26
+ 1952,18.15,4.44,4.44,1.72,2.27,0.75
27
+ 1953,-1.21,1.62,1.62,1.89,4.14,0.75
28
+ 1954,52.56,6.16,6.16,0.94,3.29,-0.74
29
+ 1955,32.6,2.04,2.04,1.72,-1.34,0.37
30
+ 1956,7.44,-2.35,-2.35,2.62,-2.26,2.99
31
+ 1957,-10.46,-0.72,-0.72,3.22,6.8,2.9
32
+ 1958,43.72,6.43,6.43,1.77,-2.1,1.76
33
+ 1959,12.06,1.57,1.57,3.39,-2.65,1.73
34
+ 1960,0.34,6.66,6.66,2.87,11.64,1.36
35
+ 1961,26.64,5.1,5.1,2.35,2.06,0.67
36
+ 1962,-8.81,6.5,6.5,2.77,5.69,1.33
37
+ 1963,22.61,5.46,5.46,3.16,1.68,1.64
38
+ 1964,16.42,5.16,5.16,3.55,3.73,0.97
39
+ 1965,12.4,3.19,3.19,3.95,0.72,1.92
40
+ 1966,-9.97,-3.45,-3.45,4.86,2.91,3.46
41
+ 1967,23.8,0.9,0.9,4.29,-1.58,3.04
42
+ 1968,10.81,4.85,4.85,5.34,3.27,4.72
43
+ 1969,-8.24,-2.03,-2.03,6.67,-5.01,6.2
44
+ 1970,3.56,5.65,5.65,6.39,16.75,5.57
45
+ 1971,14.22,14.0,14.0,4.33,9.79,3.27
46
+ 1972,18.76,11.41,11.41,4.06,2.82,3.41
47
+ 1973,-14.31,4.32,4.32,7.04,3.66,8.71
48
+ 1974,-25.9,-4.38,-4.38,7.85,1.99,12.34
49
+ 1975,37.0,11.05,11.05,5.79,3.61,6.94
50
+ 1976,23.83,19.75,19.75,4.98,15.98,4.86
51
+ 1977,-6.98,9.95,9.95,5.26,1.29,6.7
52
+ 1978,6.51,3.14,3.14,7.18,-0.78,9.02
53
+ 1979,18.52,-2.01,-2.01,10.05,0.67,13.29
54
+ 1980,31.74,-3.32,-3.32,11.39,-2.99,12.52
55
+ 1981,-4.7,8.46,8.46,14.04,8.2,8.92
56
+ 1982,20.42,29.05,29.05,10.6,32.81,3.83
57
+ 1983,22.34,16.19,16.19,8.62,3.2,3.79
58
+ 1984,6.15,15.62,15.62,9.54,13.73,3.95
59
+ 1985,31.24,23.86,23.86,7.47,25.71,3.8
60
+ 1986,18.49,21.35,21.35,5.97,24.28,1.1
61
+ 1987,5.81,2.81,2.81,5.78,-4.96,4.43
62
+ 1988,16.54,14.38,14.38,6.67,8.22,4.42
63
+ 1989,31.48,15.95,15.95,8.11,17.69,4.65
64
+ 1990,-3.06,6.28,6.28,7.5,6.24,6.11
65
+ 1991,30.23,18.93,18.93,5.38,15.0,3.06
66
+ 1992,7.49,11.31,11.31,3.43,9.36,2.9
67
+ 1993,9.97,15.47,15.47,3.0,14.21,2.75
68
+ 1994,1.33,-0.97,-0.97,4.25,-8.04,2.67
69
+ 1995,37.2,21.29,21.29,5.49,23.48,2.54
70
+ 1996,22.68,3.42,3.42,5.01,1.43,3.32
71
+ 1997,33.1,12.75,12.75,5.06,9.94,1.7
72
+ 1998,28.34,7.63,7.63,4.78,14.92,1.61
73
+ 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
78
+ 2004,10.74,10.35,10.35,1.37,4.49,3.26
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
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