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Rebalance WealthSimple portfolios (#7)
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* Configure for rebalancing WealthSimple portfolios

Change the tool so that it works on Wealthsimple portfolios instead of
generic portfolios.
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EmilMaric authored May 9, 2021
1 parent be87d6b commit a444eaa
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2 changes: 2 additions & 0 deletions .travis.yml
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language: python
python:
- '3.7'
- '3.8'
- '3.9'
before_install:
- pip install poetry
- pip install codecov
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4 changes: 2 additions & 2 deletions CONTRIBUTING.md
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Expand Up @@ -16,7 +16,7 @@ push. It will perform these checks for every python version that we support, and
in. You can also running these checks manually before you push your code out as well:
```bash
# Run the test suite manually using your system's default python version:
poetry run pytest --cov-report term --cov=portfolio_rebalancer
poetry run pytest --cov-report term --cov=ws_rebalancer

# Run the linter against the project's default python version
poetry run flake8
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## Running the tool manually
```
poetry run portfolio-rebalancer ...
poetry run ws-rebalancer ...
```

## Creating a release
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8 changes: 4 additions & 4 deletions README.md
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Portfolio Rebalancer
=
[![Build Status](https://travis-ci.com/EmilMaric/portfolio-rebalancer.svg?branch=main)](https://travis-ci.com/EmilMaric/portfolio-rebalancer)
[![codecov](https://codecov.io/gh/EmilMaric/portfolio-rebalancer/branch/main/graph/badge.svg?token=XJ371LIRJB)](https://codecov.io/gh/EmilMaric/portfolio-rebalancer)
[![Build Status](https://travis-ci.com/EmilMaric/ws-rebalancer.svg?branch=main)](https://travis-ci.com/EmilMaric/ws-rebalancer)
[![codecov](https://codecov.io/gh/EmilMaric/ws-rebalancer/branch/main/graph/badge.svg?token=XJ371LIRJB)](https://codecov.io/gh/EmilMaric/ws-rebalancer)

A CLI tool that informs you what buys you need to make to best rebalance your portfolio. The tool requires the following information in the form of a
CSV file:
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- What the target allocation is of the asset in question
- A lump sum of cash that you're looking to invest in this portfolio

The tool will do the calculations necessary to tell you how much of each asset you need to buy (if at all) to bring your portfolio as close as
The tool will do the calculations necessary to tell you how much of each asset you need to buy (if at all) to bring your portfolio as close as
possible to the target allocations you defined.

# Installation
```
# To get the latest release
pip install portfolio-rebalancer
pip install ws-rebalancer
```

# CSV-file requirements
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