desimmons / portfolio_rebalance

portfolio_rebalance

Understand how to rebalance your UK Vanguard portfolio using switch procedures.

This file performs portfolio rebalancing calculations, presenting the results confluent with Vanguard Switch procedures. It _does not_ interact directly with your Vanguard account. For example, if you hold assets "A", "B", and "C" on Vanguard, each with total values in your portfolio of 2000, 3000, and 4000, respectively. By running:

rebalance A 2000 B 3000 C 4000

You will be presented with:

{'A': 1.0, 'B': 0.0, 'C': -0.25},

indicating that you should sell 25% of "C", placing 100% of the sale into "A" and 0% into "B".

Install and run

1. Ensure you have pip installed

2. pip install .

3. Run the following:

   rebalance <Asset A> <Total value of asset A in your portfolio> ... <Asset Z> <Total value of asset Z in your portfolio>
   

Note

This project has been set up using PyScaffold 4.1.5. For details and usage information on PyScaffold see https://pyscaffold.org/.