mohammedshine/cash-flow-rebalancing-calculator

Calculator for rebalancing investment portfolios using the cash flow strategy.

Cash Flow Rebalancing Calculator

rename everything to "cash flow rebalancing calculator"

This is still in early development, and not ready for real-world use yet.

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This calculator helps you rebalance an investment portfolio using the cash flow rebalancing strategy[link].

Features

• handles multiple accounts. shows you the allocation for each, and the allocation of the total portfolio
• assign tags to each investment, so can examine along multiple factors . e.g., domestic vs foreign, stocks vs bonds, socially-responsible vs amoral.

Instructions

It's a simple interactive web page, so you can use it right now.

Instructions are in the calculator itself, so that they're easy to access while using it. Open the calculator to read them.

Privacy

All of your data is stored in your browser, and never sent to any server.

Alternatives

• http://optimalrebalancing.tk/ - easier to use in some ways, but harder in others. don't have to manually make adjustments, but have to enter data in a specific format. data not saved for future visits

Contributing

• git clone https://github.com/iandunn/cash-flow-rebalancing-calculator.git
• cd cash-flow-rebalancing-calculator
• npm install
• npm run watch
• open http://localhost:3000/