multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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help apply percentages to total of a portfolio #70

Open rrelyea opened 1 year ago

rrelyea commented 1 year ago

While trying to enter this data (https://www.bogleheads.org/forum/viewtopic.php?t=361715), i had to break out a calculator to figure out how much to enter in each investment... Make it better!

bogleheads-forum-topic361715.json

{
  "EmergencyFund": {
    "CurrentBalance": 18000,
    "MonthlyExpenses": 6000,
    "TargetMonths": 3
  },
  "DebtFree": 1,
  "Debts": [],
  "TaxFilingStatus": 5,
  "FederalMarginalTaxBracket": "10%",
  "Year": 2023,
  "StateMarginalTaxBracket": "0",
  "StateOfResidence": "AL",
  "People": [
    {
      "Age": 92,
      "Identifier": "him",
      "EmployerPlan": {
        "AnnualSalary": 0
      },
      "HealthSavingsAccount": {}
    },
    {
      "Age": 90,
      "Identifier": "her",
      "EmployerPlan": {
        "AnnualSalary": 0
      },
      "HealthSavingsAccount": {},
      "PersonIndex": 1
    }
  ],
  "Accounts": [
    {
      "AccountType": "Taxable",
      "Investments": [
        {
          "Name": "Vanguard Growth Index Fund Admiral Shares",
          "AutoCompleted": true,
          "Ticker": "VIGAX",
          "ExpenseRatio": 0.05,
          "Value": 32000
        },
        {
          "Name": "Vanguard International Growth Fund Investor Shares",
          "AutoCompleted": true,
          "Ticker": "VWIGX",
          "ExpenseRatio": 0.45,
          "Value": 40000
        },
        {
          "Name": "Vanguard Total Stock Market Index Fund Admiral Shares",
          "AutoCompleted": true,
          "Ticker": "VTSAX",
          "ExpenseRatio": 0.04,
          "Value": 64000
        },
        {
          "Name": "Vanguard Wellington Fund Admiral Shares",
          "AutoCompleted": true,
          "Ticker": "VWENX",
          "ExpenseRatio": 0.16,
          "Value": 56000
        }
      ],
      "AvailableFunds": []
    },
    {
      "AccountType": "Taxable",
      "Custodian": "Investment Advisor",
      "Note": "unsure of fees",
      "Investments": [
        {
          "Ticker": "AMPCX",
          "Value": 8000
        },
        {
          "Ticker": "CIBCX",
          "Value": 4000
        },
        {
          "Ticker": "SCWCX",
          "Value": 8000
        }
      ],
      "AvailableFunds": []
    },
    {
      "AccountType": "Taxable",
      "Custodian": "Annuity with advisor",
      "Investments": [
        {
          "Name": "AF Growth",
          "Value": 88000
        },
        {
          "Name": "AF Growth-Income",
          "Value": 60000
        },
        {
          "Name": "AF International",
          "Value": 28000
        }
      ],
      "AvailableFunds": []
    },
    {
      "Identifier": "his",
      "AccountType": "Traditional IRA",
      "Custodian": "Vanguard",
      "Investments": [
        {
          "Name": "Vanguard STAR Fund",
          "AutoCompleted": true,
          "Ticker": "VGSTX",
          "ExpenseRatio": 0.31,
          "Value": 8000
        }
      ],
      "AvailableFunds": []
    },
    {
      "AccountType": "Taxable",
      "Custodian": "Future House Sale",
      "Investments": [
        {
          "Value": 215000
        }
      ],
      "AvailableFunds": []
    }
  ],
  "Questions": []
}
rrelyea commented 1 year ago

Added the PIN feature, but haven't turned it on. That helps do this.