Dear Employer,
After carefully studying the information you provide about the project, I
understand that you would like to have a program with 6 screens, one for
each of the buttons on the top of your sample Excel file.
The biggest part of the work will be in the Graphs and Detailed Calcs
part, which are the ones that will calculate the results of the
simulations for the different strategies. For this part I propose to have
a separate VBA procedure for each of the strategies, making it easier to
maintain or evolve. Each of those procedures will fill the "Detailed
calcs" screen with all the calculated data. From there we would have all
the date to create the graphics.
My main challenge is that I cannot provide the calculation methods
formulas myself as I am not expert in Financial Planning myself, but if I
have such methods and formulas I can code them into Excel as I am an
Engineer and I do well with Maths.
About the Monte Carlo simulation is the same case, as long as I have the
method I can code it into the Excel sheet without problems.
To address your section called "Input", I propose to add a new screen,
called "Parameters" in which we would include the tax rates and other
parameters that can be changed.
Regarding the Word and PDF output, Word can certainly be produced with VBA
code, but PDF I would have to do some research about how exactly to do it.
For better follow up, I have defined several milestones that would help us
tracking the project.
Kind Regards,
Oli