Hello, I keep part of my savings in a "lazy" equity portfolio consisting of a mixture of domestic/international index funds. Previously, I have used Betterment, which (for a fee) automatically invests money into an "optimized" mixture of various index funds like VTI, VWO, BND, etc.
I wondered whether I could do this balancing myself, and so I wrote a simple script in Python (on GitHub here) that, given an amount of money to invest and a desired stock allocation (like 70% VTI, 30% VXUS) and the current allocation in your portfolio, calculates how many shares of each equity to buy in order to keep your portfolio balanced. In principal, this could be used to do more sophisticated allocations like those advertised by robobrokers like Betterment.
I am posting it here in case it is helpful to anyone---please feel free to recommend features/improvement to add or to directly submit pull requests.
Submitted August 02, 2018 at 09:44PM by wil3 https://ift.tt/2AzH5rj
