https://github.com/pathikrit/bond_ladder_calculator

https://github.com/pathikrit/bond_ladder_calculator

Last synced: over 1 year ago
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• Host: GitHub
• URL: https://github.com/pathikrit/bond_ladder_calculator
• Owner: pathikrit
• Created: 2023-11-02T23:52:27.000Z (over 2 years ago)
• Default Branch: master
• Last Pushed: 2023-11-30T06:24:17.000Z (over 2 years ago)
• Last Synced: 2025-01-29T07:20:30.197Z (over 1 year ago)
• Language: Python
• Homepage: https://pathikrit-bond-ladder-calculator-main-qhqo1l.streamlit.app/
• Size: 3.62 MB
• Stars: 1
• Watchers: 2
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

Awesome Lists containing this project

README

          
[Bond Ladder](https://www.investopedia.com/investing/build-bond-ladder-boost-returns/) Calculator [![Tests](https://github.com/pathikrit/bond_ladder_calculator/actions/workflows/test.yml/badge.svg)](https://github.com/pathikrit/bond_ladder_calculator/actions/workflows/test.yml)

----

### Running locally

1. Prerequisites: You would need `git`, [`poetry`](https://python-poetry.org/docs/#installation) and [`streamlit`](https://docs.streamlit.io/library/get-started/installation)

2. Checkout + Installtion:

    ```shell

    git clone git@github.com:pathikrit/bond_ladder_calculator.git

    cd bond_ladder_calculator/

    poetry install --with dev

    ```

3. Download spreadsheet(s) of [available bonds from Fidelity](https://fixedincome.fidelity.com/ftgw/fi/FILanding#tbindividual-bonds|treasury) that you want:

![fidelity.png](fidelity.png)

You can directly bookmark [these 2 links from my Chrome extension](https://github.com/pathikrit/chrome_ai/blob/c5cb23f3392d895825ef4d988d3b602c38b9d65c/index.js#L117-L118) that automates this.

4. Run: 

    ```shell

    poetry run streamlit run main.py

    ```

    This will open a browser window: ![output.png](output.png)

5. You can use the above streamlit app to specify your Fidelity export files and specify target cashflow (see example in [tests](tests/test_calculator.py))