{"repo":"EmilMaric/ws-rebalancer","free":true,"listed":false,"github":"https://github.com/EmilMaric/ws-rebalancer","clone":"git clone https://github.com/EmilMaric/ws-rebalancer.git","description":"A CLI tool for the WealthSimple Trading platform that informs you what buys you need to make to best rebalance your portfolio to make it as close as possible to your target allocations.","language":"Python","stars":16,"topics":["portfolio","rebalance","rebalancer","rebalancing","wealthsimple","trade","trading","trader","stock"],"license":"MIT","category":"trading","readme_excerpt":"WealthSimple Portfolio Rebalancer = A CLI tool that helps you rebalance your WealthSimple portfolio. The tool takes in a CSV-file that contains the target allocations for your portfolio, and prints out a list of buys you should make to bring your portfolio closer to the target allocations you specified. The tool will log you in to your WealthSimple account, where it will fetch your current positions & buying power, and will parse the CSV-file you defined to determine how far away each position is from the target allocation. It will then select the positions that are the farthest away from their target positions iteratively, until your buying power is used up. Limitations - Currently the tool only supports doing buy-only rebalancing, meaning it won't try to simulate any sells in order to rebalance. - The tool only works with CAD denominated stocks and assumes your buying power is in CAD. If there is appetite for supporting other currencies then I can try to support that as well. - Prices for the stocks are fetched off the WealthSimple Trade API as well, so the quotes may be delayed by 15 minutes. Installation CSV-file requirements To start, create a CSV file that will contain tickers from assets in your current portfolio, as well as tickers for any new assets you would like to add. In the CSV file, each line will represent a unique asset you own or want to own. On each line, you need to include the correct ticker for the asset and the target allocation for that asset. The form","default_branch":null,"files":null,"tree":[],"storefront":"/r/EmilMaric","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/EmilMaric/ws-rebalancer/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}