{"id":22208481,"url":"https://github.com/yafei-w/asset-allocator","last_synced_at":"2026-03-19T22:05:46.084Z","repository":{"id":218752341,"uuid":"342266731","full_name":"Yafei-W/Asset-Allocator","owner":"Yafei-W","description":"An asset allocation/rebalancing calculator for financial portfolio management to minimize tax liability.","archived":false,"fork":false,"pushed_at":"2025-02-01T15:20:02.000Z","size":4,"stargazers_count":2,"open_issues_count":0,"forks_count":0,"subscribers_count":1,"default_branch":"main","last_synced_at":"2025-09-04T02:52:03.100Z","etag":null,"topics":["allocation","asset","asset-allocation","asset-allocator","asset-management","cashflow","financial","optimization","portfolio","portfolio-rebalancer","rebalance","rebalancer","rebalancing","tax"],"latest_commit_sha":null,"homepage":"https://github.com/Yafei-W/Asset-Allocator","language":null,"has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":null,"status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/Yafei-W.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null}},"created_at":"2021-02-25T14:14:15.000Z","updated_at":"2024-08-08T10:47:23.000Z","dependencies_parsed_at":"2025-06-25T19:01:44.148Z","dependency_job_id":"d460ffd0-f9f7-48a2-b085-036b7df49604","html_url":"https://github.com/Yafei-W/Asset-Allocator","commit_stats":null,"previous_names":["yafei-w/asset-allocator"],"tags_count":6,"template":false,"template_full_name":null,"purl":"pkg:github/Yafei-W/Asset-Allocator","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Yafei-W%2FAsset-Allocator","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Yafei-W%2FAsset-Allocator/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Yafei-W%2FAsset-Allocator/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Yafei-W%2FAsset-Allocator/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/Yafei-W","download_url":"https://codeload.github.com/Yafei-W/Asset-Allocator/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/Yafei-W%2FAsset-Allocator/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":29359552,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-02-12T01:03:07.613Z","status":"online","status_checked_at":"2026-02-12T02:00:06.911Z","response_time":55,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["allocation","asset","asset-allocation","asset-allocator","asset-management","cashflow","financial","optimization","portfolio","portfolio-rebalancer","rebalance","rebalancer","rebalancing","tax"],"created_at":"2024-12-02T19:19:43.567Z","updated_at":"2026-02-12T05:35:19.585Z","avatar_url":"https://github.com/Yafei-W.png","language":null,"funding_links":[],"categories":[],"sub_categories":[],"readme":"# Asset Allocator\n\nThe Asset Allocator is an asset allocation/rebalancing calculator can be used to compute best asset allocation for a taxable financial portfolio to meet the following goals all at the same time:\n- Market weights on asset classes, asset groups and assets are all within pre-defined tolerance ranges around target weights,\n- After-tax cash inflow or outflow requirement,\n- Tax withheld amount on carry-over and allocation capital gains and losses applying both short term and long term capital gain tax rates,\n- Minimize tax liability to maximize portfolio value after allocation.\n\nThe latest binaries can be downloaded from https://github.com/Yafei-W/Asset-Allocator/releases.  Download the zip file of your platform, unzip and run the AssetAllocator script under the bin folder.  Once the program starts, click on the menu item \"Help\" for further information.  Other folders that contain related information are:\n- input: sample input files,\n- output: sample output files,\n- xsd: schema file for input and output files.\n\nThis version of the program is for personal use only.\n\n\n## Sample Screen Shots.\n\n\nInput Asset Tree window showing a model portfolio in a tree-like structure of Asset Classes, Asset Groups and Assets:\n\n![InputAssetTree](https://user-images.githubusercontent.com/63798176/192172588-468e1a8b-e60e-4121-a720-9daa3b8dd3ac.jpg)\n\n\nInput Portfolio window showing a portfolio with tax lots from different assets:\n\n![InputPortfolio](https://user-images.githubusercontent.com/63798176/192172709-cbed52ab-4925-4533-a34c-5aa6dcc4ca28.jpg)\n\n\nAsset Class View window showing current portfolio market weights on Asset Class level:\n\n![InputAssetClass](https://user-images.githubusercontent.com/63798176/192172891-463e953c-3c3f-48f1-accd-70495d9c62af.jpg)\n\n\nAsset Group View window showing current portfolio market weights on Asset Group level:\n\n![InputAssetGroup](https://user-images.githubusercontent.com/63798176/192172970-b6ec56b5-3c0c-415f-9de2-f16bb2b3a79a.jpg)\n\n\nAsset View window showing current portfolio market weights on Asset level:\n\n![InputAsset](https://user-images.githubusercontent.com/63798176/192173001-23c54c95-6e04-4d5d-8780-65ee9481f325.jpg)\n\n\nOutput Portfolio window showing portfolio after allocation with new tax lots that should be created:\n\n![OutputPortfolio](https://user-images.githubusercontent.com/63798176/192173173-04308300-cf4d-4940-b2f4-7f17a80e1918.jpg)\n\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fyafei-w%2Fasset-allocator","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fyafei-w%2Fasset-allocator","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fyafei-w%2Fasset-allocator/lists"}