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Lakshmi

Command-line tool for tracking asset allocation and rebalancing an investment portfolio, Bogleheads-style.

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Lakshmi is an open-source command-line tool and Python library, inspired by the Bogleheads investing philosophy, for tracking asset allocation across multiple accounts and fund types. It suggests which funds to buy or sell to keep a portfolio close to its target allocation, supports rebalancing and what-if scenarios, and tracks portfolio performance (IRR) over time. It is aimed at individual investors comfortable using a command-line tool, and its author states it is not financial advice.

Categories
InvestingPortfolio TrackingDeveloper Tools

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