README

Small web app used to visualize the effect of different parameters on the growth of a portfolio subject to periodic contributions.

Inspired by Wealthsimple's curve plots.

The web app has been deployed on Heroku. Check it out there!

Quickstart

0. Clone this repo using: git clone https://github.com/srcoulombe/growthcurveapp.git
1. Navigate into the repository's directory and create a virtual environment by using: python3 -m venv compounding-growth-venv
2. Activate the virtual environment by using: source compounding-growth-venv/bin/activate if you're using MacOS/Linux or .\compounding-growth-venv\Scripts\activate if you're a Windows user.
3. Install the dependencies into your virtual environment by using: python3 -m pip install -r requirements.txt
4. Run the app by using: panel serve web_app_notebook.ipynb --autoreload

TODO

Development

• Fix css
• Add a Purchasing-Power Analysis; could be a plot showing how much $1 now would be worth in Y years if we presume a fixed real return rate of RR. Could actually show this for multiple Ys:

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Tech Stack

• NumPy
• Pandas
• Panel
• Bokeh

Journal

I originally considered this project as an opportunity to finally play with Voila and review the basics of Bokeh's interactive functionalities. However, I learned that Voila does not support some of the Bokeh features I intended to use. So the project pivoted away from Voila towards Panel.