A project to advise you with your [personal] finances. A part of Robot Advisor (GMaur's Investment Ideas)
This aims to be a stateless service that performs the business logic with regards to your portfolio and investments.
- distribute the contributions to a portfolio. Operation = contribute
- rebalance the portfolio according to some rules. Operation = rebalance
- to solve our problems
- known limitations:
- only works with funds (not ETFs, stocks, pension plans)
Note: This project is open to contributions. If you want to contribute with ideas or pull requests (PRs), feel free to go ahead.
- any broker-specific condition (e.g., commissions)
- anything else not mention in scope
see RUNNING.md
- We prefer usability and communication over ReST compliance.
This project is open to contributions.
We're mainly interested in solving our own problems, not adding features for the sake of completion. On the other hand, if you need to solve a problem of yours that is not currently solved by this project, please contact us (message / issue).
Please send a message (e.g., twitter) or an issue
This project can function standalone. But it is easier to use with a 'director' (that manages the interactions). Find them here