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Show HN: Rebalance Calc (a rebalancing and tax optimization calculator)

1 pointsby PNWChrisabout 5 years ago

1 comment

PNWChrisabout 5 years ago
Hi HN,<p>## This is a re-post<p>I want to give a heads-up, this is a re-post of a previous Show HN that didn&#x27;t get traction [0]. I normally would not post the same project without substantial changes, but because the previous post didn&#x27;t really get seen, I wanted to give a Show HN a second shot (last try, I promise!).<p>## Synopsis<p>I built (and posted about [1]) this portfolio rebalancing and tax optimization tool some time ago, and I just finished a substantial refactor.<p>Feel free to skip GitHub and see the tool itself: <a href="https:&#x2F;&#x2F;www.rebalancecalc.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.rebalancecalc.com&#x2F;</a><p>## About the tool<p>Rebalance Calc helps you align investments (across multiple accounts) to a target asset allocation. The tool takes U.S. treatment into consideration, and automatically suggests the types of trades you&#x27;d make to stay in line with your target asset allocation.<p>The &quot;about&quot; button on the website provides a good summary, and the &quot;how it works&quot; button outlines the exact procedure this tool uses.<p>## Why I&#x27;m sharing this:<p>With tax season upon us (a good time to think about re-balancing your long-term investments), a lot of market volatility, and this new UI finally in a state I&#x27;m comfortable sharing, I felt it would be worthwhile to share this project again.<p>Any feedback is very appreciated!<p>## Important consideration:<p>This tool is definitely best used on a computer, the UI can get quite overwhelming on mobile (though it does work on mobile).<p>[0]: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=22328593" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=22328593</a><p>[1]: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=11008937" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=11008937</a>