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Roadmap

Bugs

Feedback

  • Escala para ayudar a calcular el rate de sueldo
  • boton para decir "gasto de unica vez" sin tener que poner dos veces el mismo año (y sin rate)
  • Dar ejemplos de rate de real estate como hice con volatility
    • Para eso estaría bueno fetchear los datos de algún sitio, asignarlos a config y usar una variable

Version 2 - "Web version"

  • Improve landing page.
  • Remove the "user manual" and use the Help button for that.
  • Add a link to an example in the main help page, that loads a file from github
  • Review pension types and minimum retirement ages (ChatGPT “Pension Types in Ireland”) --
  • Add a way to view and override config settings (like DD)
  • Add a link to FinSim.ie in the spreadsheet
  • Add ability to fetch data from the web / google sheets
  • Move the urls from the help yaml to the config file and use variables in the yaml

Version 3 - "Modernize"

  • Make things more generic so they apply to different systems (notepad "Generic Tax System"). --
  • Move core (only premium features) to backend (initially my mac, then Google functions or AWS lambda), ideally with toggle to still run in the browser for dev. --
  • Reimplement the UI in React

Version 4 - "Complete"

  • Properly handle multiple people's incomes
  • Handle loss harvesting for trusts
  • Did I consider debt (other than mortgage)?
  • Add inflation volatility
  • Add dividends and their tax
  • Add a step function to represent government's delayed updates
  • Add self-employed option, joint declaration, etc
  • Change input system to capture the details needed for things like personal tax credits, benefits, etc.
  • Show median age money ran out, 5 and 95% percentile.

Version 5 - "Expand"

  • Enable sharing with scenario(s) included
  • Add retirement account evolving strategies (stock / bonds proportion changing over time)
  • Add retirement account drawdown strategies (drawdown from bonds when stocks drop)
  • Add countries and a way to select a country
  • Add an event to move to a country
  • Add a way for an AI agent to research a country and generate the config file for it
  • Produce a log of what happened over the years (bought "cuba", sold ETF for $x, couldn't cover expenses, etc)
  • Analyse the log with LLM to produce a summary of what happened and maybe some recommendations
  • Add a way for the user to get an AI explanation of a point in the graph
  • Highlight critical data points (depleted savings, SM crash, etc) with annotations on the graph.
  • Generate PDF or Excel reports summarizing simulation results for easy sharing or record-keeping
  • Add crypto because the laws in each country can be different for that (and let user select growth model - stock-to-flow, etc)
  • Include features for calculating loan amortization, overpayments, and refinancing scenarios
  • Add option to use historical data for the Monte Carlo simulation
  • Allow user to select compare scenarios:
    • Show the graphs with a list of radio buttons to select which one to show, run on demand and draw gradually
    • Allow selecting two scenarios and add a slider to the graph to compare them (like disaster area photos)
    • Maybe rank them by success rate?
  • Add a video demonstration with generated voices in different languages
  • Add screen reader support and keyboard navigation for better accessibility

Version 6 - "Monetize"

  • Add a way to have EA and GA so people can test before it goes out to everyone
  • Add campaigns to CIO to let people of a country know they have a new version to test (use API so it goes out as soon as the AI made changes)
  • Integrate with payments provider
  • Let people pledge to subscribe for adding a country. If enough people do it, add it, and they get a discount.
  • Implement a tiered model:
    • Free: Basic features (save to one file, 0% volatility deterministic runs, no crypto, no log, no analysis), limited to 1 country
    • Essential: All features, limited to 1 country
    • Pro: Essential + unlimited countries
    • Premium: Pro + dedicated support
  • Offer free trials to other tiers
  • Offer modular upgrades (e.g., Monte Carlo add-on, country-specific tax systems).
  • Add a donation button for free version users
  • Add a chat box - Intercom?

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