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Notebooks

Interactive Jupyter notebooks you can run in Google Colab or locally.

Getting Started

Open in Colab

01 - Getting Started -- Run your first simulation, interpret results, create fan charts, and customize your plan.

Spending Policies

Open in Colab

02 - Spending Policies -- Compare all 5 spending strategies side-by-side with the same plan and market assumptions.

Advanced Analysis

Open in Colab

03 - Advanced Analysis -- Return models (MVN, Student-t, regime switching), stress testing, sensitivity tornado charts, 2D heatmaps, and metrics.

Case Study: FIRE at 45

Open in Colab

04 - FIRE at 45 -- Alex, 30, wants to retire at 45 with $3,500/month. Can it work? Parameter sweeps, spending policy comparison, and sensitivity analysis.

Case Study: Conservative Retiree

Open in Colab

05 - Conservative Retiree -- Pat, 60, has $700K and Social Security at 67. Explores the impact of guaranteed income, glide paths, tax models, and inflation risk.

Running Locally

pip install monteplan jupyter
jupyter notebook notebooks/