rebalance-calc

A Portfolio Rebalancing and Tax Optimization Calculator (by cjjeakle)

Rebalance-calc Alternatives

Similar projects and alternatives to rebalance-calc

NOTE: The number of mentions on this list indicates mentions on common posts plus user suggested alternatives. Hence, a higher number means a better rebalance-calc alternative or higher similarity.

rebalance-calc reviews and mentions

Posts with mentions or reviews of rebalance-calc. We have used some of these posts to build our list of alternatives and similar projects. The last one was on 2021-05-16.
  • Ask HN: What are some tools / libraries you built yourself?
    264 projects | news.ycombinator.com | 16 May 2021
    I used to maintain a sprawling spreadsheet to manage my retirement investments. I would use it to compute the trades I'd need to do to rebalance (so I can stay on-target with my desired asset allocation).

    I ended up making https://github.com/cjjeakle/rebalance-calc to do the same thing, but with a slicker user experience. I use it quarterly, so it definitely fits the bill for my use case, and I occasionally show the tool to friends to help explain what rebalancing is and how to do it.

Stats

Basic rebalance-calc repo stats
1
19
0.0
about 2 years ago

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