Package: R4GoodPersonalFinances 1.2.0.9000

Kamil Wais

R4GoodPersonalFinances: Make Optimal Financial Decisions

Make optimal decisions for your personal or household finances. Use tools and methods that are selected carefully to align with academic consensus, bridging the gap between theoretical knowledge and practical application. They help you find your own personalized optimal discretionary spending or optimal asset allocation, and prepare you for retirement or financial independence. The optimal solution to this problems is extremely complex, and we only have a single lifetime to get it right. Fortunately, we now have the user-friendly tools implemented, that integrate life-cycle models with single-period net-worth mean-variance optimization models. Those tools can be used by anyone who wants to see what highly-personalized optimal decisions can look like. For more details see: Idzorek T., Kaplan P. (2024, ISBN:9781952927379), Haghani V., White J. (2023, ISBN:9781119747918).

Authors:Kamil Wais [aut, cre, cph, fnd], Olesia Wais [aut]

R4GoodPersonalFinances_1.2.0.9000.tar.gz
R4GoodPersonalFinances_1.2.0.9000.zip(r-4.7)R4GoodPersonalFinances_1.2.0.9000.zip(r-4.6)R4GoodPersonalFinances_1.2.0.9000.zip(r-4.5)
R4GoodPersonalFinances_1.2.0.9000.tgz(r-4.6-any)R4GoodPersonalFinances_1.2.0.9000.tgz(r-4.5-any)
R4GoodPersonalFinances_1.2.0.9000.tar.gz(r-4.7-any)R4GoodPersonalFinances_1.2.0.9000.tar.gz(r-4.6-any)
R4GoodPersonalFinances_1.2.0.9000.tgz(r-4.6-emscripten)
manual.pdf |manual.html✨
card.svg |card.png
R4GoodPersonalFinances/json (API)
NEWS

# Install 'R4GoodPersonalFinances' in R:
install.packages('R4GoodPersonalFinances', repos = c('https://r4goodacademy.r-universe.dev', 'https://cloud.r-project.org'))

Bug tracker:https://github.com/r4goodacademy/r4goodpersonalfinances/issues

Pkgdown/docs site:https://r4goodacademy.github.io

Datasets:

On CRAN:

Conda:

financial-independencefireoptimal-asset-allocationsoptimal-spendingpersonal-financesretirement

3.48 score 3 stars 2 scripts 243 downloads 41 exports 98 dependencies

Last updated from:c8511b14a0. Checks:9 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-devel-x86_64OK211
source / vignettesOK181
linux-release-x86_64OK214
macos-release-arm64OK166
macos-oldrel-arm64OK154
windows-develOK119
windows-releaseOK119
windows-oldrelOK132
wasm-releaseOK131

Exports:calc_effective_tax_ratecalc_gompertz_joint_parameterscalc_gompertz_modecalc_gompertz_parameterscalc_gompertz_survival_probabilitycalc_life_expectancycalc_optimal_asset_allocationcalc_optimal_risky_asset_allocationcalc_portfolio_parameterscalc_purchasing_powercalc_retirement_ruincalc_risk_adjusted_returncreate_portfolio_templateformat_currencyformat_percentget_cache_infoget_current_dateget_default_gompertz_parametersHouseholdHouseholdMemberplot_expected_allocationplot_expected_capitalplot_future_incomeplot_future_saving_ratesplot_future_spendingplot_gompertz_calibrationplot_joint_survivalplot_life_expectancyplot_optimal_portfolioplot_purchasing_powerplot_retirement_ruinplot_risk_adjusted_returnsplot_scenariosplot_survivalread_hmd_life_tablesrender_scenario_snapshotreset_cacherun_appset_cachesimulate_scenariosimulate_scenarios

Dependencies:base64encbigDbitbit64bitopsbsiconsbslibcachemclicliprcodetoolscommonmarkcpp11crayoncurldigestdplyrevaluatefarverfastmapfontawesomefsfurrrfuturegenericsggplot2ggrepelggtextglobalsgluegridtextgtgtablehighrhmshtmltoolshtmlwidgetshttpuvisobandjpegjquerylibjsonlitejuicyjuiceknitrlabelinglaterlifecyclelistenvlitedownlubridatemagrittrmarkdownmemoisemimenloptrotelparallellypillarpkgconfigpngPrettyColsprettyunitsprogressprogressrpromisespurrrR6rappdirsRColorBrewerRcppreactablereactRreadrrlangrmarkdownS7sassscalesshinysourcetoolsstringistringrtibbletidyrtidyselecttimechangetinytextzdbutf8V8vctrsviridisLitevroomwithrxfunxml2xtableyaml

Readme and manuals

Help Manual

Help pageTopics
R4GoodPersonalFinances: Make Optimal Financial DecisionsR4GoodPersonalFinances-package R4GoodPersonalFinances
Calculate Effective Tax Ratecalc_effective_tax_rate
Calculating the Gompertz model parameters for joint survivalcalc_gompertz_joint_parameters
Calculate Gompertz mode for a given life expectancycalc_gompertz_mode
Calculating Gompertz model parameterscalc_gompertz_parameters
Calculating Gompertz survival probabilitycalc_gompertz_survival_probability
Calculate Life Expectancycalc_life_expectancy
Calculate optimal asset allocationcalc_optimal_asset_allocation
Calculate optimal risky asset allocationcalc_optimal_risky_asset_allocation
Calculate Portfolio Parameterscalc_portfolio_parameters
Calculate purchasing powercalc_purchasing_power
Calculating retirement ruin probabilitycalc_retirement_ruin
Calculate risk adjusted returncalc_risk_adjusted_return
Create Portfolio Templatecreate_portfolio_template
Printing currency values or percentagesformat_currency format_percent
Working with cacheget_cache_info reset_cache set_cache
Get current dateget_current_date
Get default Gompertz parametersget_default_gompertz_parameters
Household classHousehold
HouseholdMember classHouseholdMember
HMD life tableslife_tables
Plot expected allocation over household life cycleplot_expected_allocation
Plot expected capital over household life cycleplot_expected_capital
Plot future income structure over household life cycleplot_future_income
Plotting future saving ratesplot_future_saving_rates
Plot future spending structure over household life cycleplot_future_spending
Plotting the results of Gompertz model calibrationplot_gompertz_calibration
Plotting the results of Gompertz model calibration for joint survivalplot_joint_survival
Plot life expectancy of household membersplot_life_expectancy
Plot optimal portfolio allocationsplot_optimal_portfolio
Plotting changes to the purchasing power over timeplot_purchasing_power
Plotting retirement ruinplot_retirement_ruin
Plotting risk adjusted returnsplot_risk_adjusted_returns
Plot scenarios metricsplot_scenarios
Plot survival of household membersplot_survival
Reading HMD life tablesread_hmd_life_tables
Rendering a scenario snapshotrender_scenario_snapshot
Run a package apprun_app
Simulate a scenario of household lifetime financessimulate_scenario
Simulate multiple scenarios of household lifetime financessimulate_scenarios