This is a program I use when investing, as it simply eases the task of how figuring out how to split my investments based on my overall strategy.
You will need make and docker available
in your system. Then you can simply run
make run -- sample.yaml.
Add a yaml file with your own investment splits
in order to customize this to your needs.
The sample provides ample clarification:
# This is what you currently
# have invested
portfolio:
TSLA: 1000
GOOG: 10000
BNDW: 2000
SPY: 5000
# This is the cash amount you have
# available to invest.
surplus: 20000
# This maps individual tickers
# to an asset class or your own
# pool. For example, you could decide
# to dedicate 3% of your assets towards
# green energy companies, so here you'd
# list X green energy tickers and map
# them to, say, a GREEN_ENERGY class.
investment_map:
TSLA: BETS
GOOG: BETS
BNDW: BOND
SPY: MARKET
# This is how you'd like
# to diversify your investments, by "class".
# The amounts are percentages,
# so 10 means 10% of your total
# invested assets.
ideal_allocation_percent:
BETS: 10
MARKET: 80
BOND: 10Running make run -- sample.yaml gives you:
$ make run -- sample.yaml
docker build -t stock-allocation .
Sending build context to Docker daemon 58.88kB
Step 1/4 : FROM python:3-alpine
---> 4c30403e92a1
Step 2/4 : RUN pip install pyyaml
---> Using cache
---> 49cac903e7ed
Step 3/4 : COPY . /src
---> 5de29841a972
Step 4/4 : WORKDIR /src
---> Running in 0b4b162b86d0
Removing intermediate container 0b4b162b86d0
---> a8abfdb3e64c
Successfully built a8abfdb3e64c
Successfully tagged stock-allocation:latest
docker run -ti stock-allocation python3 stock_allocation.py sample.yaml
Current allocation:
{
"BETS": 11000,
"BOND": 2000,
"MARKET": 5000
}
Total to invest: 38000
Ideal allocations:
{
"BETS": 3800.0,
"BOND": 3800.0,
"MARKET": 30400.0
}
This is how you should invest:
{
"BOND": 2222.22,
"MARKET": 17777.78
}
make: 'sample.yaml' is up to date.