fundtools

A few small scripts to help with asset allocation
git clone git://jacobedwards.org/fundtools
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      1 A few small utilities to help with asset allocation
      2 
      3 These scripts accept data in the form
      4 
      5 	symbol	number
      6 
      7 where `symbol' identifies the asset (for example a stock market
      8 ticker symbol) and `number' means different things depending on
      9 which script is interpreting it: In the case of `alloc' it is a
     10 percentage of your portfolio you want to allocate to that asset,
     11 and in the case of `er' it is the expense ratio of the asset.
     12 
     13 The scripts likely have the most recent usage information, but
     14 here's a (hard to follow) example of how you might use these tools
     15 to allocate $8,000 between four different funds (VTI, VWO, VPL, and
     16 VGK) with 70% going to the first fund and 10% going to each other
     17 using alloc:
     18 
     19 	$ echo '# Allocation percentages
     20 VTI	70
     21 VWO	10
     22 VPL	10
     23 VGK	10' > input
     24 
     25 	$ alloc 8000 < input
     26 	VTI      5600 
     27 	VWO      800 
     28 	VPL      800 
     29 	VGK      800