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choff-codes / mypersonalindex

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Enhancements #48

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago 
Quarterly frequency.

Sell % of asset class target/portfolio value.

Compounded Annual Growth Rate and its corresponding Geometric Standard 
Deviation.

Not sure if this is done already, but Return & Cost Basis Linking.  i.e. sell 
one security but rather than transfer the proceeds to the $ account, have it 
transferred to and purchase another security and carry over the original cost 
basis.

Original issue reported on code.google.com by machineg...@gmail.com on 18 Jan 2012 at 11:42

GoogleCodeExporter commented 9 years ago 
Quarterly frequency. - Good suggestion, you can simulate this now by creating 4 
trades that are yearly frequency with the dates being 3/31, 6/30, 9/30, and 
12/31.
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Sell % of asset class target/portfolio value. - The "purchase % of asset class" 
will actually create a buy OR sell trade.  If the asset class is overvalued, a 
sell trade will be created.  If it is undervalued, a purchase trade will be 
created.  Adding sell % of portfolio value is something that can be added.
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Compounded Annual Growth Rate and its corresponding Geometric Standard 
Deviation. - Can you point me to some formulas for calculating this?
____________________________________________________

Not sure if this is done already, but Return & Cost Basis Linking.  i.e. sell 
one security but rather than transfer the proceeds to the $ account, have it 
transferred to and purchase another security and carry over the original cost 
basis. - I will have to think about this one, it won't be easy.

Original comment by mypersonalindex@gmail.com on 29 Jan 2012 at 12:10