etf-balancer
Try and optimally balance an account of Vanguard ETFs given a target allocation. Runs as an API for easy use from google sheets.
features
Balances funds to a target percentage across multiple accounts.
- high-yield funds prioritized to tax-sheltered accounts
- can avoid sales in taxable accounts
- minimizes uninvested cash in each account
- spreadsheet auto-updates to graph returns and balances over time
CLI usage:
Describe your target allocation, your accounts and provide current market quotes for the funds you're interested in balancing, something like this (via the excellent httpie):
spreadsheet usage:
I talk to the API via a google sheet which contains my account info, you can find a template here: Google Sheet Template. If you make yourself a copy you can start using it to balance your own accounts.