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Would you consider making the optimizer available as a standalone tool? I've wanted a tool to do this - set a target portfolio and tell me what trades to make,
by dmurray 2y ago
Would you consider making the optimizer available as a standalone tool?
I've wanted a tool to do this - set a target portfolio and tell me what trades to make, taking into account transaction costs and index rebalances. I just want to buy some broad indexes so it would be great if I could buy VOO and VWRL and forget about it, but ETFs are tax-disadvantaged in my jurisdiction [0] so I tried to replicate them manually in spreadsheets. I would consider switching brokers to someone who offered this tool, though right now you're not available in my area.
[0] https://nationalpensionhelpline.ie/taxation/tax-on-investments-savings-ireland/ https://nationalpensionhelpline.ie/taxation/tax-on-investmen...
- jjmaxwell4 2y agoI'd love to make some of our tools available outside a brokerage relationship, but this isn't something that's on our roadmap right now. If you want to chat about how you might be able to do this more effectively yourself, please let me know - founders@double.finance