/investment_tools

Investment scripts

Primary LanguagePythonApache License 2.0Apache-2.0

Investment tools

Three fund portfolio rebalance Vanguard funds (Work in progress)

Simple script to rebalance across a three fund portfolio Boglehead style.

http://www.bogleheads.org/wiki/Three-fund_portfolio

Usage

Download statement as csv file from Vanguard and run the script with the following parameters:

  1. -f <filename>: The csv file to parse

2) -m <money>: Amount of money to add to the portfolio. Can be 0 if portfolio is to be rebalanced without adding new funds.

Todo

Fix to work with more than just Vanguard funds. Dynamically populate asset classes from ticker symbols