Robot advisor

A project to advise you with your [personal] finances. A part of Robot Advisor (GMaur's Investment Ideas)

Scope of the project

This aims to be a stateless service that performs the business logic with regards to your portfolio and investments.

In scope

• distribute the contributions to a portfolio. Operation = contribute
• rebalance the portfolio according to some rules. Operation = rebalance
• to solve our problems
• known limitations:
  • only works with funds (not ETFs, stocks, pension plans)

Out of scope

Note: This project is open to contributions. If you want to contribute with ideas or pull requests (PRs), feel free to go ahead.

• any broker-specific condition (e.g., commissions)
• anything else not mention in scope

Running it

see RUNNING.md

Notes

• We prefer usability and communication over ReST compliance.

Contributing

This project is open to contributions.

We're mainly interested in solving our own problems, not adding features for the sake of completion. On the other hand, if you need to solve a problem of yours that is not currently solved by this project, please contact us (message / issue).

Reaching us

Please send a message (e.g., twitter) or an issue

Related projects

This project can function standalone. But it is easier to use with a 'director' (that manages the interactions). Find them here

Some other projects in the same area