Platform for Financial Planning

Feedback and ideas
1

User story:
Members want to know, for example, for how long they can keep being paid according to current funding and how much funding would be needed for the their ideal remuneration to be effective.

Complexity:
Easy

Outcomes:
Probably either a spreadsheet or a python app (or both).

2

Proposal

An interactive Dash application/report.

Interactive features:
Real-time updates of all calculations and charts when:

  • Remunerations are edited
  • New funding rounds are added/removed
  • Current balance is changed

Content

  • Time Line Chart

    • X-axis: Date
    • Y-axis: Balance

  • Quick Stats

    • Months remaining
    • Monthly total remuneration

  • Summary Table

    • Total current balance
    • Total upcoming funding
    • Monthly total remuneration
      → Estimated depletion date
3

TODO

  • git push

Components

Scenarios

  • add funding
  • add new remuneration amount wave
  • add quick stats

Data editing

  • data editor

Features

  • save scenario