2 ms·
I used to maintain a sprawling spreadsheet to manage my retirement investments. I would use it to compute the trades I'd need to do to rebalance (so I can stay
by PNWChris 5y ago
I used to maintain a sprawling spreadsheet to manage my retirement investments. I would use it to compute the trades I'd need to do to rebalance (so I can stay on-target with my desired asset allocation).
I ended up making https://github.com/cjjeakle/rebalance-calc https://github.com/cjjeakle/rebalance-calc to do the same thing, but with a slicker user experience. I use it quarterly, so it definitely fits the bill for my use case, and I occasionally show the tool to friends to help explain what rebalancing is and how to do it.