User profile / retirement plan data design

mhubelbank / snowball

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User profile / retirement plan data design #6

Open mhubelbank opened 2 years ago

mhubelbank commented 2 years ago

Need way to represent/get input on complex time series data

Single/joint filing, dependencies
Major financial events (student loan payoff, buying a house, having kids) -- need a way to represent a user's life timeline
Investment risk aversion, savings conservatism
Frugality
Career ambitions
Location, travel
Kids/pets: stay-at-home parenting style (one parent staying home vs babysitter), how many, when to have kids
When you want to buy a home (imagine!)

M-Allahham commented 2 years ago

Can have brokerage, 401k, IRA, and commodity accounts separated into objects associated/owned by the user profile These can be re-rendered/reloaded every time the user profile is loaded. One issue is that these can take like a minute or so to load depending on the number of years the person has remaining :/