etf4u
lakshmi
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etf4u
lakshmi
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Should I Rebalance?
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
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What are some of your favorite CLI/TUI apps?
Lakshmi: https://github.com/sarvjeets/lakshmi
- Actual is going open-source
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Lakshmi: Bogleheads inspired command-line tool for managing your portfolio
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.
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What is a 'Total Portfolio' Approach? How to Allocate Investments Across Different Accounts (Examples)
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)
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How do you stop yourself from checking your portfolio every day?
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.
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Lakshmi: Open source command-line tool for managing your investment portfolio
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.
- Open source command-line tool for managing your investment portfolio
What are some alternatives?
stocksight - Stock market analyzer and predictor using Elasticsearch, Twitter, News headlines and Python natural language processing and sentiment analysis
actual - A local-first personal finance app
trading212-pie-sync - 🍰 Python tool to automate Trading212 pies allocations by syncing to another shared pie or external source
bottom - Yet another cross-platform graphical process/system monitor.
indexfondsenvergelijken.nl - A comparison website for index funds, ETF's, banks and brokers in the Netherlands
Stocker - Financial Web Scraper & Sentiment Classifier
t212-simpletob - Let Simple TOB do your calculations for you! Create an easy to read CSV file with all the information you need to fill in your declaration.
okama - Investment portfolio and stocks analyzing tools for Python with free historical data
mlfinlab - MlFinLab helps portfolio managers and traders who want to leverage the power of machine learning by providing reproducible, interpretable, and easy to use tools.
plaintextaccounting - The plaintextaccounting.org website, a portal to Ledger, hledger, beancount and co. Also the PTA wiki.
nmail - Terminal-based email client for Linux and macOS
reckon - Flexibly import bank account CSV files into Ledger for command-line accounting