Calculator Development

Each calculator begins as an answer to a specific planning question. We first define exactly what that question is, what information is needed to answer it, and what the calculator should and should not do.

From there, the calculation usually starts as a simple Python script. At this stage, the focus is on the underlying math and logic rather than how the calculator will look or function inside AdvisorCalc. This gives us a straightforward way to work through formulas, assumptions, rounding, and example scenarios before building the full calculator.

Once the underlying calculation is working, it is added to the AdvisorCalc system. We build the calculator interface, connect the inputs and results to the calculation logic, add validation, and incorporate any reference data or adjustable assumptions the calculator needs.

We also design a suite of tests around each calculator to make sure it continues to work as designed. This gives us a way to check the calculator as it is built and to make sure future changes do not unintentionally affect its behavior.

Once the calculator is working as intended, we review the finished tool and document how it works. We examine the calculation, assumptions, reference data, limitations, and any situations where the result may need additional context.

Using that review, we write our internal and public facing documentation. If we find a questionable formula, outdated value, unclear assumption, or limitation that could mislead a user, we address it before publishing the documentation.