go-rebalance

go-rebalance assists in rebalancing an investment portfolio towards a desired distribution.

Installation

go install ./cmd/rebalance

Dependencies

COIN-OR linear programming solver

Refer to the upstream documentation for installation instructions. See https://www.coin-or.org/downloading/.

Usage

1. Fetch your data from Avanza, e.g.:

rebalance avanza --username 1111111 fetch

2. Calculate transfers for rebalancing, e.g.:

rebalance avanza --username 1111111 calculate --account-id 2222222

The account id is normally the same as the account number.

3. Sanity check the suggested transfers.

4. Carry out the transfers using your favorite Avanza UI.

License

GNU General Public License v3.0 or later

See COPYING to see the full text.