AIPortfolio VS lakshmi

Try lakshmi if you are a little tech savvy for checking if you should rebalance. It does other things too. https://github.com/sarvjeets/lakshmi

Lakshmi: https://github.com/sarvjeets/lakshmi

I wanted to share Lakshmi, a tool that I have developed for managing a Boglehead style portfolio. It's a command-line program that allows tracking of overall portfolio, asset-allocation, asset-location, performance (IRR), need for rebalancing or TLHing etc.

There are spreadsheet scripts you can use to pull i-bond prizes from TD. Or, you can use Lakshmi to keep track of portfolio including i-bond prices (disclosure: I'm the author)

For years, I tried really hard to stop myself from checking my investment spreadsheet everyday, but nothing worked. I finally wrote a command line program that among other things, sends me an email with relevant details every month. I am happy to report that it has drastically cut down on my urge to check my portfolio every day.

You can specify an asset class mapping along with specifying an asset. For bond ETF, you can specify the asset mapping as "Bonds: 1.0" to map it to bonds. The example portfolio inside docs/ folder shows an example for how to do this.