Showcases a sunburst plot with most of the materials I've consumed to learn computer stuff. There are courses, youtube videos and apps — paid and free.

It's the main finance dashboard. It works by receiving input from the user of each asset they own, and their properties. Then, it weekly calculates portfolio growth.

• Asset properties:
  • Investment ID: Name or class of the asset
  • Ideal Proportion (%): Sets the desired proportion that asset should occupy of the portfolio. The user can treat this as a weighted proportion, as the back-end treats all asset's Ideal Proportions to always sum up to 100%.
  • Investment Strategy: Sets how big the selling threshold should be, when asset value goes over the desired Ideal Proportion (%). User can set: Conservative, Medium and Risky. The riskier, the bigger the threshold before selling.
  • Expected Growth: Sets the mean annual growth of the asset.
  • Growth Decay: [Optional] If on, decays expected growth close to the median Growth over time.
  • Random Growth: [Optional] If on, oscillates the price of the asset, to simulate volatility and Bull-Bear cycles.
    • Asset Volatility: Sets the variance in asset price over time. User can set Low, Mid and High settings.
    • Volatility Cycle Duration: Sets the duration of volatility oscillation.
    • Volatility Magnitude Multiplier: Sets the strength of volatility cycles.
    • Volatility Phase: Lets the user offset where the volatility cycle will begin (on it's peak, valley, or anywhere in-between).
    • Bull-Bear Cycle Duration: Sets the duration of Bull-Bear oscillation.
    • Bull-Bear Magnitude Multiplier: Sets the strength of Bull-Bear cycles.
    • Bull-Bear Phase: Lets the user offset where the Bull-Bear cycle will begin (on it's peak, valley, or anywhere in-between).
• Asset properties:
  • Investment Starting Point: How much money the user will have at week 0
  • Monthly Investment: How much money the user will invest every month
  • Investment Time: How many years the simulation will project
• Features:
  • It accounts for compound growth and additional monthly investments.
  • Per-Asset Volatility and Bull-Bear cycles simulations
  • Simulates automated portfolio re-balancing week by week
  • Outputs:
    • Summary with what the portfolio is currently worth, and how much it grew in %
    • An interactive pie chart, with the proportion of each Investment ID
    • A table summarizing Total Amounts of Bought and Sold for each asset
    • An interactive line chart for each asset's worth over time
    • An interactive line chart with total portfolio worth over time
• Possible Improvements:
  • GUI Overhaul
    • Make investment table editable (instead of only being able to exclude items)
    • Add import/export capability to investment table (using .csv format, for instance)
  • Taxes
    • Add a way to configure profit tax payment, with possibility to set different tax brackets and exemption limits.
    • Display how many taxes was paid, from which investment
  • Inflation
    • Consider inflation metric to the calculation (decreasing Expected growth in each cycle)
    • Add a way for the user to dynamically set changes in expected inflation over time

It's a simpler Dashboard that just projects annual Yield Rate into the future, and compares it with other common investments (Treasure and Stocks).

This project is about answering a single (yet quite big and complex) question: how important is Economic Freedom in predicting prosperity?