Employee Stock Purchase Plan Model
This project is for entertainment purposes only. Nothing in this project can be considered advice or guidance for investment decisions or, for that matter, any other decisions. If uncertain, always consult an investment advisor and/or accountant. The owner, creator, and any associated party of this project makes no representations as to accuracy, completeness, currentness, suitability, or validity of any information and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use.
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Credits:
- Kalvin Hong Jun Choi - Financial Model
- Kyu Jin Kim - Python Project
You MUST follow the steps below to query for the stock prices.
- Visit IEX Cloud to create an API Key.
- In Tools/config_sample.py - replace YOUR_API_KEY_HERE with your API Key.
- Rename the config_sample.py file to config.py.
This project runs a model for an Employee Stock Purchase Plan model and compares the different strategies between holding stocks based on the following inputs:
Model:
Symbol
Quantity
Purchase Date
Transaction Cost
Diversification Benefit
Tax Bracket:
Income
Short Term
Long Term
Future Sale:
Future Date