owlplanner 2025.11.3__py3-none-any.whl → 2025.11.9__py3-none-any.whl

owlplanner/plan.py

@@ -1669,7 +1669,7 @@ class Plan(object):
         self.prevMAGI = np.zeros(2)
         if "previousMAGIs" in myoptions:
             magi = myoptions["previousMAGIs"]
-            if 3 < len(magi) < 2:
+            if len(magi) != 2:
                 raise ValueError("previousMAGIs must have 2 values.")
 
             self.prevMAGI = self.optionsUnits * np.array(magi)
@@ -1786,7 +1786,7 @@ class Plan(object):
             "disp": False,
             "mip_rel_gap": 1e-7,
             "presolve": True,
-            # "node_limit": 10000  # Limit search nodes for faster solutions
+            "node_limit": 1000000  # Limit search nodes for faster solutions
         }
 
         self._buildConstraints(objective, options)

owlplanner/version.py

@@ -1 +1 @@
-__version__ = "2025.11.03"
+__version__ = "2025.11.09"

{owlplanner-2025.11.3.dist-info → owlplanner-2025.11.9.dist-info}/METADATA

@@ -1,7 +1,7 @@
 Metadata-Version: 2.4
 Name: owlplanner
-Version: 2025.11.3
-Summary: Owl: Retirement planner with great wisdom
+Version: 2025.11.9
+Summary: Owl - Optimal Wealth Lab: Retirement planner with great wisdom
 Project-URL: HomePage, https://github.com/mdlacasse/owl
 Project-URL: Repository, https://github.com/mdlacasse/owl
 Project-URL: Issues, https://github.com/mdlacasse/owl/issues
@@ -684,19 +684,20 @@ License:                     GNU GENERAL PUBLIC LICENSE
         Public License instead of this License.  But first, please read
         <https://www.gnu.org/licenses/why-not-lgpl.html>.
 License-File: LICENSE
-Classifier: Development Status :: 4 - Beta
+Classifier: Development Status :: 5 - Production/Stable
 Classifier: Intended Audience :: End Users/Desktop
 Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
 Classifier: Operating System :: OS Independent
 Classifier: Programming Language :: Python :: 3
 Classifier: Topic :: Office/Business :: Financial :: Investment
-Requires-Python: >=3.8
+Requires-Python: >=3.10
+Requires-Dist: highspy
 Requires-Dist: matplotlib
 Requires-Dist: numpy
 Requires-Dist: odfpy
 Requires-Dist: openpyxl
 Requires-Dist: pandas
-Requires-Dist: plotly
+Requires-Dist: plotly>=6.3
 Requires-Dist: pulp
 Requires-Dist: scipy
 Requires-Dist: seaborn
@@ -705,7 +706,7 @@ Requires-Dist: toml
 Description-Content-Type: text/markdown
 
 
-# Owl   
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 
@@ -750,13 +751,17 @@ your strategy under different market assumptions, helping to better understand y
 
 -------------------------------------------------------------------------------------
 ## Purpose and vision
-The goal of Owl is to create a free and open-source ecosystem that has cutting-edge optimization capabilities,
+One goal of Owl is to provide a free and open-source ecosystem that has cutting-edge optimization capabilities,
 allowing for the next generation of Python-literate retirees to experiment with their own financial future
-while providing a codebase where they can learn and contribute. There are and were
+while providing a codebase where they can learn and contribute. At the same time, an intuitive and easy-to-use
+user interface based on Streamlit allows a broad set of users to benefit from the application as it only requires basic financial knowledge.
+
+There are and were
 good retirement optimizers in the recent past, but the vast majority of them are either proprietary platforms
 collecting your data, or academic papers that share the results without really sharing the details of
 the underlying mathematical models.
-The algorithms in Owl rely on the open-source HiGHS linear programming solver. The complete formulation and
+The algorithms in Owl rely on the open-source HiGHS linear programming solver and but they have also been ported to
+other platforms such as Mosek and COIN-OR. The complete formulation and
 detailed description of the underlying
 mathematical model can be found [here](https://github.com/mdlacasse/Owl/blob/main/docs/owl.pdf).
 

{owlplanner-2025.11.3.dist-info → owlplanner-2025.11.9.dist-info}/RECORD

@@ -2,14 +2,14 @@ owlplanner/__init__.py,sha256=hJ2i4m2JpHPAKyQLjYOXpJzeEsgcTcKD-Vhm0AIjjWg,592
 owlplanner/abcapi.py,sha256=rtg7d0UbftinokR9VlB49VUjDjzUq3ONnJbhMXVIrgo,6879
 owlplanner/config.py,sha256=UF2Dy6E9PiX6Ua8B1R0aYCNUoIYmY46up8awf_36B_Q,12615
 owlplanner/mylogging.py,sha256=OVGeDFO7LIZG91R6HMpZBzjno-B8PH8Fo00Jw2Pdgqw,2558
-owlplanner/plan.py,sha256=NDdV0Eri76JMpiNPeuMzLYGX-lDDBEbjXd6Qg6k_CIw,115180
+owlplanner/plan.py,sha256=tqybE4JX4tT_znZnCoAqQXQvcUgLmi5FNsCLghHnNus,115177
 owlplanner/progress.py,sha256=dUUlFmSAKUei36rUj2BINRY10f_YEUo_e23d0es6nrc,530
 owlplanner/rates.py,sha256=9Nmo8AKsyi5PoCUrzhr06phkSlNTv-TXzj5iYFU76AY,14113
 owlplanner/tax2025.py,sha256=4KYaT6TO6WU7wDjgdRW48lqfwvVCtaXs9tcw1nleKhg,10834
 owlplanner/tax2026.py,sha256=hgCiCJWVzJITk0cA8W-zxl-a0kObijPZ1yXc0F6MAwk,10848
 owlplanner/timelists.py,sha256=UdzH6A_-w4REn4A1po7yndSiy1R8_R-i_C-94re4JYY,4093
 owlplanner/utils.py,sha256=afAjeO6Msf6Rn4jwz_7Ody9rHGWlBR7iQFqe1xzLNQc,2513
-owlplanner/version.py,sha256=_mqfLl8Q3r9dL1kTE7ocSg7cM1IxJls7-sN3Xctb7ks,28
+owlplanner/version.py,sha256=JtEr8miZ9cqjineEUY23Nf4mp48btI1zykUbQYetUWk,28
 owlplanner/data/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 owlplanner/data/rates.csv,sha256=6fxg56BVVORrj9wJlUGFdGXKvOX5r7CSca8uhUbbuIU,3734
 owlplanner/plotting/__init__.py,sha256=uhxqtUi0OI-QWNOO2LkXgQViW_9yM3rYb-204Wit974,250
@@ -17,7 +17,7 @@ owlplanner/plotting/base.py,sha256=UimGKpMTV-dVm3BX5Apr_Ltorc7dlDLCRPRQ3RF_v7c,2
 owlplanner/plotting/factory.py,sha256=EDopIAPQr9zHRgemObko18FlCeRNhNCoLNNFAOq-X6s,1030
 owlplanner/plotting/matplotlib_backend.py,sha256=AOEkapD94U5hGNoS0EdbRoe8mgdMHH4oOvkXADZS914,17957
 owlplanner/plotting/plotly_backend.py,sha256=AO33GxBHGYG5osir_H1iRRtGxdhs4AjfLV2d_xm35nY,33138
-owlplanner-2025.11.3.dist-info/METADATA,sha256=jxpJUqBeOPxYK9_LxY7z94aeAuQQw_1M1geIlN74Ox0,54622
-owlplanner-2025.11.3.dist-info/WHEEL,sha256=qtCwoSJWgHk21S1Kb4ihdzI2rlJ1ZKaIurTj_ngOhyQ,87
-owlplanner-2025.11.3.dist-info/licenses/LICENSE,sha256=IwGE9guuL-ryRPEKi6wFPI_zOhg7zDZbTYuHbSt_SAk,35823
-owlplanner-2025.11.3.dist-info/RECORD,,
+owlplanner-2025.11.9.dist-info/METADATA,sha256=d7A8kkgm07tVhzplea9qbH5mFdZu6ZEok_Uhr3RsVq8,54973
+owlplanner-2025.11.9.dist-info/WHEEL,sha256=qtCwoSJWgHk21S1Kb4ihdzI2rlJ1ZKaIurTj_ngOhyQ,87
+owlplanner-2025.11.9.dist-info/licenses/LICENSE,sha256=IwGE9guuL-ryRPEKi6wFPI_zOhg7zDZbTYuHbSt_SAk,35823
+owlplanner-2025.11.9.dist-info/RECORD,,