3 ms·
Probably it doesn’t count yet but I have a substantial spreadsheet (20+ sheets) that tracks all my financial life: net worth over time, expenses, taxable lots p
by deanmoriarty 5y ago
Probably it doesn’t count yet but I have a substantial spreadsheet (20+ sheets) that tracks all my financial life: net worth over time, expenses, taxable lots positions and loss harvesting opportunities, RSU vesting, investment returns, 1040 tax approximations, ideal portfolio allocations and rebalance thresholds, taxable equivalent yields for municipal bonds, safe withdrawal rates approximations, …
I built that incrementally over 10+ years out of necessity and one day I’d like to convert it to a little SaaS and see if anyone would pay money for it. Probably not but it would be a fun exercise so I could add automatic scraping of bank/financial accounts.