Investment portfolio rebalancing web app
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README.md

Portfolio Rebalancer

Portfolio Rebalancer is a web application for streamlined portfolio rebalancing.

Link: https://www.portfoliorebalancer.com

Portfolio Rebalancer image

Features

  • O(n) steps generation time
  • Selection of common model portfolios (e.g. Canadian Couch Potato)
  • Model portfolio customization
  • Model portfolio saving for reuse
  • Real-time prices and currency exchange rates from https://www.alphavantage.co/
  • Calculations for taking out cash as well as investing
  • Responsive design
  • Trading currency selection
  • Options for whole units, partial units, or cash amounts

Technologies

How to use

With git and yarn installed:

  1. git clone https://github.com/AlexisDeschamps/portfolio-rebalancer
  2. cd portfolio-rebalancer
  3. yarn install
  4. yarn dev
  5. (visit http://localhost:7500/)
  • To test: yarn test or yarn test:watch
  • To lint: yarn lint or yarn lint:fix
  • You can check out other scripts in package.json

License

MIT