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multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
Apache License 2.0
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add rebalance feature #89

Open rrelyea opened 1 year ago

rrelyea commented 1 year ago

https://www.bogleheads.org/wiki/Tax-efficient_fund_placement https://www.bogleheads.org/wiki/Rebalancing

rrelyea commented 1 year ago

commit towards this: better stock/bond/other categorization with subcategories in UI

rrelyea commented 10 months ago

Now the holdings view shows both desired allocations and actual allocations.