Open K-Anonymized Aggregates from a Free Personal-Finance Calculator Platform: Methodology, Dataset, and Public Mirror

Jere Salmisto

No a928u_v1, SocArXiv from Center for Open Science

Abstract: We present CalcFi, an open infrastructure for citation-backed consumer-finance calculators built on US primary economic and tax sources. Every calculator on calcfi.app derives its inputs from a closed whitelist of primary sources (IRS, BLS, BEA, FRED, U.S. Treasury, CFPB, HUD, U.S. Census Bureau, SSA, Freddie Mac PMMS) with provenance enforced via a SourcedValue type contract, retrievedAt timestamps, and stale-data floors. We document the methodology, the data layer's exposure via open REST APIs, an MCP server distributed on npm and PyPI, llms.txt for LLM-discovery, and the archival flow into Zenodo with citable per-snapshot DOIs. We argue consumer-finance calculators should ship audit trails at parity with academic data citations, and demonstrate a reproducibility framework that enables third-party replication of every numeric output. CC-BY 4.0.

Date: 2026-06-07
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Persistent link: https://EconPapers.repec.org/RePEc:osf:socarx:a928u_v1

DOI: 10.31219/osf.io/a928u_v1

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