A comprehensive Python-based tool for tracking and analyzing long-term investment portfolios, currently in development. Features include real-time tracking, performance analysis, risk assessment, and forecasting. Special focus on Danish tax implications for smarter investment decisions. Perfect for investors looking to maximize returns while navigating Danish tax landscape.
- Real-Time Portfolio Tracking: Monitor your investments as they evolve, with detailed insights into each asset's performance.
- Performance Analysis: Evaluate your portfolio's historical performance, helping you understand your investment strategy's effectiveness.
- Risk Assessment: Analyze the risk associated with your portfolio, ensuring you're aligned with your risk tolerance and investment goals.
- Forecasting: Leverage advanced models to forecast future portfolio performance, helping you make informed decisions.
- Danish Tax Implications: Navigate the complex landscape of Danish tax laws with tools specifically designed to optimize your tax position, potentially saving you significant amounts in taxes.
Investing in Denmark comes with its unique set of tax challenges and opportunities. Our tool provides detailed analysis and suggestions to:
- Efficiently manage capital gains taxes
- Optimize dividend taxation
- Understand the tax implications of various investment vehicles and strategies
- Choose between the Aktiesparekonto or Månedsopsparing
Inspired by the philosophy of John Bogle, the founder of Vanguard, this repository includes dedicated folders for various Bogleheads-inspired portfolio strategies:
- One Fund Portfolio: A simple, yet effective strategy focusing on a single, well-diversified fund.
- Two Fund Portfolio: Balances a stock market index fund with a bond market index fund for risk management.
- Three Fund Portfolio: An extension of the two-fund strategy, adding international stocks for further diversification.
The essence of the Bogleheads' investment philosophy, especially when it comes to low-cost index fund investing with total world stock market and bonds, is captured in the following principles:
- Diversification: Over 10,000 world-wide securities.
- Contains Every Style and Cap-Size.
- Very Low Cost.
- Very Tax-Efficient.
- No Manager Risk.
- No Style Drift.
- No Overlap.
- Low Turnover.
- Avoids "Front Running."
- Easy to Rebalance.
- Never Under-Performs the Market (Less Worry).
- Mathematically Certain to Out-Perform Most Investors.
- Simplicity.
Each folder will contain tools and scripts tailored to the specific strategy, helping users implement the Bogleheads philosophy according to their individual investment preferences and goals.
- Clone the Repository: Start by cloning this repository to your local machine.
- Install Dependencies: Navigate to the repository's root directory and install the required Python packages.
- Configure Your Portfolio: Follow the instructions in each strategy's folder to set up your portfolio according to the Bogleheads philosophy.
- Run the Analysis: Execute the main script to start tracking and analyzing your portfolio. Detailed instructions can be found in each strategy's README.
Contributions are what make the open-source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated. If you have a suggestion that would make this better, please fork the repo and create a pull request. You can also simply open an issue with the tag "enhancement".
Distributed under the MIT License. See LICENSE for more information.
- John Bogle, for inspiring investors around the world with his investment philosophy.
- The Bogleheads community, for their invaluable insights and guidance on low-cost index fund investing.