Portfolio rebalancing for the finicky investor. A tool that keeps your assets allocation well balanced
This tool is built based on functionalities of the awesome degiro-connector. This author does not intend to in any way use degiro-connector's own credit to endorse or promote this tool.
This tool is experimental and largely untested, and it may be subject to a frequent state of change. Use this tool at your own risk.
Install python3
Install poetry
Clone this repo:
git clone https://github.com/marcopus/degiro-portfolio-rebalancer.git
Install dependencies:
poetry install
Make a copy of config_template.json under the config directory, give it a name and keep it secret
Open your config file and update username, password, reference_date_from, reference_date_to. The from/to dates should capture the interval where the initial investment was made
If your DEGIRO account uses two-step verification, also update the totp_secret_key (how? check it out here), otherwise remove it
Run the rebalancer tool:
poetry run python degiro_portfolio_rebalancer.py my_account
where my_account is the name of your json file.
Enjoy!
Contributing to this project is welcome (see CONTRIBUTING).