majiayu000 PolicyEngine Microsimulation
Documentation References
- Microsimulation API: https://policyengine.github.io/policyengine-us/usage/microsimulation.html
- Parameter Discovery: https://policyengine.github.io/policyengine-us/usage/parameter-discovery.html
- Reform.from_dict(): https://policyengine.github.io/policyengine-core/usage/reforms.html
CRITICAL: Use calc() with MicroSeries - No Manual Weights Ever
MicroSeries handles all weighting automatically. Never access .weights or do manual weight math.
NEVER strip weights with .values
calc() and calculate() return MicroSeries with embedded weights. Calling .values strips them and returns a plain numpy array where .mean() is unweighted.
# ❌ WRONG - .values strips weights, .mean() is UNWEIGHTED
result = sim.calc("household_net_income", period=2026).values
wrong_mean = result.mean() # Unweighted!
# ❌ WRONG - same problem with .to_numpy()
result = sim.calc("household_net_income", period=2026).to_numpy()
# ✅ CORRECT - keep as MicroSeries, all operations are weighted
result = sim.calc("household_net_income", period=2026)
correct_mean = result.mean() # Weighted automatically!
Correct patterns
# ✅ CORRECT - MicroSeries handles everything
change = reformed.calc('household_net_income', period=2026, map_to='person') - \
baseline.calc('household_net_income', period=2026, map_to='person')
loser_share = (change < 0).mean() # Weighted automatically!
# ❌ WRONG - never access .weights or do manual math
loser_share = change.weights[change.values < 0].sum() / change.weights.sum()
Quick Start
from policyengine_us import Microsimulation
from policyengine_core.reforms import Reform
baseline = Microsimulation()
reform = Reform.from_dict({
'gov.irs.credits.ctc.amount.base[0].amount': {'2026-01-01.2100-12-31': 3000}
}, 'policyengine_us')
reformed = Microsimulation(reform=reform)
# calc() returns MicroSeries - all operations are weighted automatically
baseline_income = baseline.calc('household_net_income', period=2026, map_to='person')
reformed_income = reformed.calc('household_net_income', period=2026, map_to='person')
change = reformed_income - baseline_income
# Weighted stats - no manual weight handling needed!
print(f"Average impact: ${change.mean():,.0f}")
print(f"Total cost: ${-change.sum()/1e9:,.1f}B")
print(f"Share losing: {(change < 0).mean():.1%}")
Available Datasets (HuggingFace)
# National (default)
sim = Microsimulation()
# State-level
sim = Microsimulation(dataset='hf://policyengine/policyengine-us-data/states/NY.h5')
# Congressional district - SEE policyengine-district-analysis skill for full examples
sim = Microsimulation(dataset='hf://policyengine/policyengine-us-data/districts/NY-17.h5')
For congressional district analysis (representative's constituents, district-level impacts), use the policyengine-district-analysis skill which has complete examples.
Key MicroSeries Methods
income = sim.calc('household_net_income', period=2026, map_to='person')
income.mean() # Weighted mean
income.sum() # Weighted sum
income.median() # Weighted median
(income > 50000).mean() # Weighted share meeting condition
Finding Parameter Paths
grep -r "salt" policyengine_us/parameters/gov/irs/ --include="*.yaml"
Parameter tree: gov.irs.deductions, gov.irs.credits, gov.states.{state}.tax
Patterns: Filing status variants (SINGLE, JOINT, etc.), bracket syntax [index], date format 'YYYY-MM-DD.YYYY-MM-DD'