2 stable releases
1.1.0 | May 29, 2020 |
---|---|
1.0.0 | Jun 10, 2018 |
#164 in Finance
28KB
644 lines
etf-balancer
Try and optimally balance an account of Vanguard ETFs given a target allocation. Runs as an API for easy use from google sheets.
features
Balances funds to a target percentage across multiple accounts.
- high-yield funds prioritized to tax-sheltered accounts
- can avoid sales in taxable accounts
- minimizes uninvested cash in each account
- spreadsheet auto-updates to graph returns and balances over time
CLI usage:
Describe your target allocation, your accounts and provide current market quotes for the funds you're interested in balancing, something like this (via the excellent httpie):
http POST https://etf.gnmerritt.net/balance target:='{"VEU":0.7,"VOO":0.3}' accounts:='[{"name":"taxed", "tax_sheltered":false,"cash":1000, "positions":{"VEU":2, "VOO":2}}]' market:='[{"symbol":"VEU", "price":54.33},{"symbol":"VOO", "price":254.77}]' no_sale_accounts:='["taxed"]'
spreadsheet usage:
I talk to the API via a google sheet which contains my account info, you can find a template here: Google Sheet Template. If you make yourself a copy you can start using it to balance your own accounts.
Dependencies
~27MB
~565K SLoC