README.md

Portfolio Re-Balancing Analysis

Overview

This application allows users to analyze and rebalance their investment portfolios. The main currency is KRW (South Korean Won), and it supports various stock tickers and cash investments. The tool calculates the necessary trades to achieve the desired target weights for each asset.

Features

• Portfolio Re-Balancing: Automatically calculates the necessary trades to balance your portfolio.
• Currency Conversion: Fetches real-time exchange rates to reflect accurate stock prices.
• Flexible Input: Supports basic arithmetic operations for input values.
• Cash Management: Allows users to specify additional cash investments and target cash ratios.

Usage

To use this application, visit the following URL:

Portfolio Re-Balancing App Demo

Input Format

• Stocks: Specify the currency, ticker, quantity, and target weight.
  • Format: currency ticker quantity target_weight
  • Example: usd schd 545 8
• Cash: Specify the additional investment amount.
  • Example: 36974411 (additional investment)
• Cash Ratio: Use the slider to set the target cash ratio as a percentage.

Example

1. Portfolio Data Input:

   usd schd 545 8, usd qqq 22 2
   

2. Additional Investment:

   36974411
   

3. Target Cash Ratio: Use the slider to set the desired cash ratio (e.g., 33%).

Result Format

The output will display the necessary trades to achieve the target weights:

• Stock Ticker @ Price
  • Current Value [Current Percentage]
  • [Target Percentage] Trade Quantity
• Example:

  SCHD @ 75,000
   3,000,000 [30.0%]
   [40.0%] +200
  
  QQQ @ 150,000
   1,500,000 [15.0%]
   [20.0%] +50
  
  Cash
   2,500,000 [25.0%]
   [40.0%] +1,000,000
  
  Total Portfolio Value: 10,000,000
  

License

This project is licensed under the MIT License. See the LICENSE file for details.

Contact

For any questions or feedback, please contact [email protected].