PlanMatrix

A tool to assist with comparing insurance policies from healthcare.gov by automatically downloading and organizing plan data into an easy-to-use spreadsheet format.

Overview

PlanMatrix simplifies the process of researching health insurance plans by automatically retrieving all available plans for your zip code from healthcare.gov and presenting them in a sortable, searchable table. Instead of manually browsing through dozens of plans on the website, you can quickly compare premiums, deductibles, out-of-pocket maximums, and coverage details side-by-side.

Features

• Automated Plan Retrieval: Downloads all available plans for your zip code
• Interactive Data Viewer: Built-in GUI for sorting, filtering, and searching plans
• Excel Export: Saves data to spreadsheet format for further analysis
• Detailed Coverage Information: Includes premiums, deductibles, coverage details, and more
• Premium Calculations: Shows both full premium and premium with tax credits

Requirements

• Python 3.x
• Required packages: requests, pandas, tkinter

Installation & Setup

1. Download or clone this repository
2. Install required packages (if not already installed):

   python -m pip install requests pandas
   

3. Configure your information in PlanMatrixVariables.py:
   • Age, gender, zip code
   • Annual income (for tax credit calculations)
   • Tobacco use, pregnancy status, etc.

Usage

Method 1: Using the Batch File (Windows)

1. Double-click PlanMatrix.bat
2. The program will check for dependencies and run automatically

Method 2: Direct Python Execution

1. Run: python PlanMatrix.py
2. Choose whether to review existing data or get new plan details

Interactive Options

When you run the program, you'll see a dialog with two options:

• "Yes" (Review existing data): Opens a file picker to view previously downloaded plan spreadsheets
• "No" (Get new details): Downloads fresh plan data using your configured variables

Using the Data Viewer

The built-in viewer provides several features:

• Sort columns: Click column headers to sort data
• Search: Use the search box to filter plans by any criteria
• Column management:
  • "Wide View" for detailed reading
  • "Compact" for overview of all columns
  • "Auto-Size" to fit content
• Export: Save filtered/sorted data to CSV
• Font control: Adjust text size for readability

Output

The program generates:

• Excel file: {zipcode}_Plan_Spreadsheet.xlsx in your Downloads folder
• Interactive viewer: Opens automatically for immediate analysis
• Error log: PlanMatrix_errors.txt (if any errors occur)

Troubleshooting

• Python not found: Install Python from python.org
• Missing packages: Run the pip install command shown above
• No plans found: Verify your zip code and check if your state is supported
• Errors during execution: Check PlanMatrix_errors.txt for details

License

This project is licensed under the GNU General Public License v3.0.
See the LICENSE file for details.

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State Compatibility

Supported States/Territories

Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Hawaii, Indiana, Iowa, Kansas, Louisiana, Michigan, Mississippi, Montana, Nebraska, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, West Virginia, Wisconsin, Wyoming, Puerto Rico, U.S. Virgin Islands, Guam, Northern Mariana Islands, American Samoa

Unsupported States/Territories

California, Colorado, Connecticut, Georgia, Idaho, Kentucky, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Vermont, Virginia, Washington, District of Columbia

Note: Unsupported states typically operate their own health insurance marketplaces separate from healthcare.gov