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A tool for computing the best fund contributions towards an existing portfolio that will bring it closest to a target portfolio balance / distribution without selling existing holdings

License: GNU General Public License v2.0

Python 100.00%
target-portfolio-balance investment-rebalancer

investment-rebalancer's Introduction

I'm a software developer that aims to create reliable and efficient software.

As a software developer I have:

I think these public issues are a good example of my work ethic and process:

Contact

You can find my Linked In profile here, you should also see my e-mail in the panel on the left.

I run a Mastodon instance for Atlantic Canada.

New Clients

I am available for contract work; my customers are small businesses that rely on Excel and manual data manipulation/entry. I automate their processes to ensure that their data is serving them - too many serve their data.

I operate under Data Heck.

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