def calculate(working_age=22,
retirement_age=51,
monthly_salary=8000,
bonus=2,
deposit_ratio=0.4):
total_income = 0
total_deposit = 0
purchasing_power = 0
table = generate_table()
i = working_age
while i <= retirement_age:
annual_income = monthly_salary * (12 + bonus)
total_income += annual_income
annual_deposit = annual_income * deposit_ratio
total_deposit += annual_deposit
purchasing_power = purchasing_power * (1 - 0.05) + annual_deposit
agr = annual_growth_rate(i - working_age)
table.add_row(str(i), str(agr), format_currency(monthly_salary),
format_currency(total_income),
format_currency(total_deposit),
format_currency(purchasing_power))
monthly_salary *= agr
i += 1
console = Console()
console.print(table)
def show_existing_inputs():
"""
This shows the user's current saved inputs and allows them
to either move on or edit it.
"""
if g.logged_in is True:
if g.inputs is True:
user_assets = m_session.query(model.UserBanking).filter_by(
user_id=g.user.id).first()
total_assets = user_assets.inputted_assets + \
user_assets.checking_amt + user_assets.savings_amt + \
user_assets.IRA_amt + user_assets.comp401k_amt + \
user_assets.investment_amt
risk_prof = m_session.query(model.RiskProfile).filter_by(
id=g.user.risk_profile_id).first()
return render_template(
"profile_inputs.html",
assets=utils.format_currency(total_assets),
income=utils.format_currency(g.user.income),
company_401k=g.user.company_401k,
company_match=g.user.company_match,
match_percent=utils.format_percentage(g.user.match_percent),
match_salary=utils.format_percentage(g.user.match_salary),
risk_profile=risk_prof.name)
else:
flash("Our financial data on you is incomplete. \
Please input now.")
return redirect("/input/banking")
else:
return redirect("/login")
def evaluate_model(agent, data, window_size, debug):
data_length = len(data) - 1
state = get_state(data, 0, window_size + 1)
total_profit = 0
agent.inventory = []
for t in range(data_length):
action = agent.act(state, is_eval=True)
# SIT
next_state = get_state(data, t + 1, window_size + 1)
reward = 0
# BUY
if action == 1:
agent.inventory.append(data[t])
if debug:
logging.debug('Buy at: {}'.format(format_currency(data[t])))
# SELL
elif action == 2 and len(agent.inventory) > 0:
bought_price = agent.inventory.pop(0)
reward = max(data[t] - bought_price, 0)
total_profit += data[t] - bought_price
if debug:
logging.debug('Sell at: {} | Position: {}'.format(
format_currency(data[t]),
format_position(data[t] - bought_price)))
done = True if t == data_length - 1 else False
agent.memory.append((state, action, reward, next_state, done))
state = next_state
if done:
return total_profit
def calculate(total_deposit=6000000, years=20, inflation_ratio=0.05):
deposit = total_deposit
table = Table(show_header=True, header_style='bold')
table.add_column('#')
table.add_column('Real Deposit (RMB)')
for i in range(1, years + 1):
deposit -= deposit * inflation_ratio
table.add_row(str(i), format_currency(deposit))
console = Console()
console.print(table)
def get_file_stats(v, separator=None, as_statistic=True):
stats = []
agg = v.get("datagetter_aggregates")
if agg is None:
return stats
count = agg.get("count", 0)
stats.append(
to_statistic(humanize.intcomma(count), pluralize("grant", count)))
recip = agg.get("distinct_recipient_org_identifier_count", 0)
if recip > 0:
stats.append(
to_statistic(
humanize.intcomma(recip),
pluralize("recipient", recip),
))
funders = agg.get("distinct_funding_org_identifier_count", 0)
if funders > 1:
stats.append(
to_statistic(
humanize.intcomma(funders),
pluralize("funder", funders),
))
if len(agg.get("currencies", {})) == 1:
for c in agg["currencies"]:
cur = format_currency(agg["currencies"][c].get("total_amount", 0),
c)
stats.append(to_statistic(cur[0], cur[1]))
if separator:
result = [separator] * (len(stats) * 2 - 1)
result[0::2] = stats
return result
return stats
def show_existing_results():
"""
This route accesses saved data from the database and
calculates the results.
"""
if g.logged_in is True:
if g.inputs is True:
user_assets = m_session.query(model.UserBanking).filter_by(
user_id=g.user.id).one()
total_assets = user_assets.inputted_assets + \
user_assets.checking_amt + user_assets.savings_amt + \
user_assets.IRA_amt + user_assets.comp401k_amt + \
user_assets.investment_amt
income = g.user.income
comp_401k = g.user.company_401k
match_401k = g.user.company_match
match_percent = g.user.match_percent
match_salary = g.user.match_salary
results = utils.calc_financial_results(
total_assets, income, comp_401k, match_401k, match_percent,
match_salary)
max_results = utils.calc_max_financials(
income, comp_401k, match_401k, match_percent, match_salary)
return render_template(
"results.html",
checking=utils.format_currency(results["checking"]),
savings=utils.format_currency(results["savings"]),
match=utils.format_currency(results["match"]),
ira=utils.format_currency(results["ira"]),
ret401k=utils.format_currency(results["ret401k"]),
investment=utils.format_currency(results["investment"]),
results=json.dumps(results),
max_results=json.dumps(max_results))
else:
flash("Our financial data on you is incomplete. \
Please input now.")
return redirect("/input/banking")
else:
return redirect("/login")
def __str__(self):
return self.en_description.ljust(20) + "\t" + \
str(self.amount).ljust(15) + "\t" + \
format_currency(self.current_value).ljust(15) + "\t" + \
red_green_color(format_currency(self.profit).ljust(15)) + "\t" + \
red_green_color(f"{self.profit_percentage:.2f}%")
