jchorl / camelid

Camelid

Alpacas are part of the camelid family; therefore camelid is just a personal-finance abstraction over an alpaca

What?

Noting my enthusiasm with terraform and Bogleism someone once joked about me terraforming my personal finance. Hilarious. This is that.

It's just a cron that runs every day and invests any available funds, maintaining portfolio ratios as best it can.

Architecture

• It's a lambda function
• The lambda is triggered by a cloudwatch scheduled event, once a day on weekdays
• It uses dynamodb for state
• It reconciles trades to make sure they go through, and won't conduct further action until all are settled
• All configured by terraform

Configuration

Configuration is mainly done using terraform locals in terraform/main.tf.

Notable env vars:

CAMELID_RATIOS         = jsonencode({ VOO = 665, VXUS = 285, BND = 50 })  # ratios of the tickers you'd like to hold, does not need to add up to 100 (its based on dollar value ratios)
CAMELID_MAX_INVESTMENT = 5000  # max amount to invest in one run
CAMELID_DRY_RUN        = "1"  # whether to actually trade or dry-run

APCA_API_BASE_URL   = "https://paper-api.alpaca.markets"  # the alpaca endpoint to hit, useful for testing

API keys are read from .env - copy .env.template to .env and fill in the values.

Deployment

$ make build
$ ./scripts/terraform.sh apply