https://github.com/dduugg/wealthfront-calculator

https://github.com/dduugg/wealthfront-calculator

Last synced: 19 days ago
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• Host: GitHub
• URL: https://github.com/dduugg/wealthfront-calculator
• Owner: dduugg
• License: mit
• Created: 2014-08-12T01:59:34.000Z (over 10 years ago)
• Default Branch: master
• Last Pushed: 2015-01-30T19:37:36.000Z (almost 10 years ago)
• Last Synced: 2024-10-28T21:24:04.963Z (2 months ago)
• Language: Python
• Size: 153 KB
• Stars: 0
• Watchers: 2
• Forks: 1
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
wealthfront-calculator

======================

Calculates a risk score based on proximity to a financial goal, and uses linear

interpolation to determine the corresponding

[Wealthfront](https://www.wealthfront.com/) portfolio.

###Usage

     $python wealthfront-calculator.py arg1 arg2 arg3 arg4

where:

- `arg1` is the amount held in taxable investment accounts

- `arg2` is the amount held in retirement investment accounts

- `arg3` is the total value of other holdings

- `arg4` is the financial goal

`arg1` and `arg2` are required, while `arg3` has a default value of `0` and

`arg4` has a default value of `1000000`. (`arg4` presumably changes infrequently

enough that it is worth hardcoding a default value.)

###Example

    $ python wealthfront-calculator.py 100000 200000 300000

    risk: 4.3

    VTI: $67,200

    LQD: $58,400

    VEA: $38,800

    VIG: $35,800

    MUB: $33,800

    VWO: $27,400

    EMB: $18,800

    VNQ: $14,400

    DJP: $ 5,400

###Notes

- Taxable and retirement account allocations are combined in the output. (It's

 an easy change to print each individually.)

- This is not investment advice.