wealth-management

Name: wealth-management
Rating: 5 (1 reviews)
Author: broomva

Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation

1stars

Updated 13 days ago

View on GitHub ↗License: MIT

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Wealth Management

Long-term wealth building, investment analytics, and financial planning engine. Builds on finance-substrate for data ingestion (bank certificates, patrimonio, TRM rates, salary history) and adds forward-looking projection, optimization, and scenario analysis.

Architecture

finance-substrate (data layer)
  ├── certificates.jsonl     → current holdings, bank saldos
  ├── patrimonio_calc.py     → net worth snapshot (R29/R30/R31)
  ├── tax_projection.py      → annual t

[Description truncada. Veja o README completo no GitHub.]

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