[Feature] Asset allocation tools

redstreet / fava_investor

Comprehensive set of reports, analyses, and tools for investments, for Beancount and Fava (plain text, double entry accounting software). Includes Fava plugins, command line tools, and libraries for each module.

GNU General Public License v3.0

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[Feature] Asset allocation tools #78

Open redstreet opened 2 years ago

redstreet commented 2 years ago

Nice to have additions to asset allocation by class module:

compute how to allocate a given fixed amount to move one's AA close to their target (contribution)
compute, for a given amount, what assets to sell to maintain or move one's AA close to their target (drawdown)
compute recommendations to sell/purchase assets to rebalance so one can move to one's target AA (while minimizing capital gains)