A simple algorithm that helps you split your assets quickly into their pre - specified allocations

Rebalancing Portfolio has never been so easy

• Download Repository

    git clone https://github.com/maze508/portfolio_rebalancer.git
  

• Navigate to correct directory

    cd port_balancer
  

• Install Relevant Packages

    pip install -r requirements.txt
  

Open the env.py file and define the following fields

cash_total         - Amount of Cash Injection (Amount + Currency)
current_port       - Current Portfolio Composition (Tickers + Quantity)
target_asset_alloc - Target Asset Allocation (%) (Tickers + Desired % Allocation)

[Optional] selling_allowed - Allow or Disallow Algorithm to sell owned assets

Run main.py

Below is a possible portfolio composition

# Details of Cash Injection [dict : (Keys --> amount of cash injection) (Values --> currency of cash injection)]
cash_total = {
    30000: 'usd',
    500: 'sgd'
}

# Current Portfolio Composition [dict : (Keys --> tickers) (Values --> Quantity of stock)]
current_port = {
    "TSLA": 4,
    "NIO": 20,
    "XPEV": 50,
    "LI": 100
}


# Target Asset Allocation (%) [dict : (Keys --> ticker) (Values --> % Allocation)]
target_asset_alloc = {
    "TSLA": 20,
    "NIO": 20,
    "XPEV": 40,
    "LI": 20
}

# Flag to allow or disallow selling [(Bool) : `True OR False`]
selling_allowed = False

After running main.py the resulting terminal display / output should be close to the following

_{Results as of 8^th Jan 2021}

• More Flexible Currency Conversion
• Increase Calculating Speed (Optimisation)
• Detailed Documentation

Images

its_easy.png - http://www.andyhanselman.com/2016/07/08/improving-your-customer-experience-with-technology-its-easy/