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multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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Big Feature: show Asset Allocation for portfolio #77

Closed rrelyea closed 1 year ago

rrelyea commented 1 year ago

per request here: https://www.bogleheads.org/forum/viewtopic.php?p=7129848#p7129848

Aguilar wrote: ↑Sun Feb 19, 2023 11:10 am I wish I could plug my accounts into a program that spits out my AA automatically, but I'm not aware of a way to do that. In my portfolio I have a taxable account with mutual funds; a Roth IRA with mutual funds and an ETF; a 401k with mutual funds; an online savings account where I keep my EF and my paychecks go; regular checking and savings accounts, where I have a direct deposit set up with my checking; iBonds; and some treasury bonds. For me to calculate my AA, I have to tally everything up manually. Note, my taxable account and Roth are with eTrade but my 401k is with Fidelity so I can't rely on one of them to provide me with an AA automatically, cash aside.

rrelyea commented 1 year ago

preliminary work:

set "assetType" in funds.json to stock, internationalStock, bond ... or left unset if it is a blend, or if I don't know what it is. (see https://raw.githubusercontent.com/bogle-tools/site/main/wwwroot/data/funds.json)

rrelyea commented 1 year ago

Added beginning of actual asset allocation feature. commit: https://github.com/bogle-tools/site/commit/2ee41b0ff600d71e01c752cb6feff9c20fb4a998

Announced it here: https://www.bogleheads.org/forum/viewtopic.php?p=7132755#p7132755

rrelyea commented 1 year ago

Private message: What about balanced funds. For example, VBIAX or FBALX. Or Wellesley. I tried many of the account types. Any trick to getting the tool to recognize or allow me to manually set the stock/bond/intl stock/intl bond/cash ratio?