App portfolio

Personal Finance Tools

Financial planning Available to use

A connected set of personal-finance calculators that lets someone enter their financial assumptions once, then use them across tax, retirement, cash-flow, housing, investing, and debt decisions.

Mortgage calculator showing a sample home purchase and monthly payment results

The problem

Financial calculators often answer one isolated question and then forget everything the user already entered. Comparing a tax decision with a retirement or housing decision means repeatedly rebuilding the same picture of income, assets, debts, and assumptions.

The approach

I built a shared financial workspace instead of a pile of disconnected calculators. A profile supplies common assumptions to each tool, while explicit per-tool overrides let someone explore a scenario without silently changing the underlying profile.

What it does

One connected profile

Shared income, balance-sheet, tax, and retirement assumptions flow into related tools without repeated entry.

A broad planning toolkit

The workspace covers net worth, paycheck withholding, estimated taxes, Roth conversions, retirement, runway, housing, stock backtesting, and more.

Scenario-friendly controls

Linked values remain visible, and a user can override or restore an assumption without losing track of where it came from.

Portable without an account

Profiles stay in the browser, and selected scenarios can be shared through encoded links rather than a central user database.

Design decisions

The choices that shaped how the project works.

  1. Keep the data local

    The app is a static frontend with browser-based storage, which keeps the everyday experience fast and avoids requiring an account.

  2. Separate estimates from certainty

    Tax and planning outputs state their assumptions, and year-specific figures are maintained separately so an old constant does not quietly become a new-year answer.

  3. Make tools cooperate

    A shared profile and explicit handoffs turn individual calculators into a coherent planning workflow.

Built with

React · Vite · Local browser storage · Shareable URL state · Django market-data proxy

Availability

Publicly available. Calculations are planning estimates and are not a substitute for individualized financial or tax advice.

Explore the project

Open the working app, or continue browsing the rest of the portfolio.