fundtools

A few small scripts to help with asset allocation
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commit 19d69dc29769075db28a330c372d64c73bd8e262
parent 6074f0b0942a70426e0b3e9a854ad910a523a585
Author: Jacob R. Edwards <jacob@jacobedwards.org>
Date:   Sun, 27 Oct 2024 22:00:49 -0700

Add README with a bit more information on the project

Diffstat:
AREADME | 29+++++++++++++++++++++++++++++
1 file changed, 29 insertions(+), 0 deletions(-)

diff --git a/README b/README @@ -0,0 +1,29 @@ +A few small utilities to help with asset allocation + +These scripts accept data in the form + + symbol number + +where `symbol' identifies the asset (for example a stock market +ticker symbol) and `number' means different things depending on +which script is interpreting it: In the case of `alloc' it is a +percentage of your portfolio you want to allocate to that asset, +and in the case of `er' it is the expense ratio of the asset. + +The scripts likely have the most recent usage information, but +here's a (hard to follow) example of how you might use these tools +to allocate $8,000 between four different funds (VTI, VWO, VPL, and +VGK) with 70% going to the first fund and 10% going to each other +using alloc: + + $ echo '# Allocation percentages +VTI 70 +VWO 10 +VPL 10 +VGK 10' > input + + $ alloc 8000 < input + VTI 5600 + VWO 800 + VPL 800 + VGK 800