Financial Planning Python Packages

fundedness

Python financial planning toolkit with CEFR fundedness, Monte Carlo retirement sims, withdrawal strategy comparisons, and interactive Plotly visuals (Streamlit + FastAPI).

householdplan

Generate a written household financial plan: policies by domain, an action register, an assumptions table where every value carries a rationale and a revisit trigger, plus the review scaffolding to keep it current. Deterministic, no LLM.

investment-journey-simulator

An investment journey simulator for beginners and advanced investors - model contributions, pauses, withdrawals, timing, tax and rebalancing, then see how each decision changes long-term outcomes and why.

monteplan

Monte Carlo financial planning simulator: vectorized multi-account engine with tax-aware decumulation, 4 return models, 5 spending policies, and sensitivity analysis

collegeplan

Pure-Python college cost projection and 529 savings planning engine

financial-compass

Privacy-first financial contingency planner: know how long you can survive, what your options are, and what your plan should be.

plan529lab

529 vs taxable brokerage after-tax tradeoff engine — deterministic, Monte Carlo, and sensitivity analysis for education savings decisions