lakshmi VS Canvas LMS

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.

I did not realize that Canvas is open source. That's an LMS most people like. You have hosting space and server-side savvy, you could set that up: https://github.com/instructure/canvas-lms

Canvas go brrrrrrrr

Also look at Canvas.

github.com/instructure/canvas-lms (745k lines): A popular LMS (learning management system).

No it's not. From a practical standpoint, I'm not even sure how that could work. You would have to require all browsers to be open source AGPL in order to load a web page served by it. By way of analogy it seems the equivalent of requiring the mouse and keyboard firmware to be licensed the same as the operating system.

A real life example is Instructure, which makes Canvas (which is agpl) but has other proprietary services that interact heavily with it. It's never been a problem

1: https://github.com/instructure/canvas-lms

Look into Canvas LMS, I would recommend using 8GB RAM and at least 4 vCores. I have used it in the past (`2 years ago) and only had issues with cloning class/course templates.

If you're planning on doing this as business though, bear in mind this is a pretty crowded market. There's already at least one Rails-based LMSes out there (https://github.com/instructure/canvas-lms), and dozens in PHP-land.

There is also Canvas.