robot-advisor's Introduction

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

robot-advisor's People

Contributors

Stargazers

Watchers

robot-advisor's Issues

Only execute in debug mode (for now)

add a README

Refactor all BigDecimal::scale to a method

Change to gradle

Do not allow repeated assets in the asset allocation

Make the translation between asset types configurable

Make the translation configurable, to allow for different assets to be translated into other assets

Right now,

r4-automator	robot-advisor
Fund	XDTO(transferrable=false)
Cash	XDTO(transferrable=true)

Split the Application from the RestController

Perform a complete cycle (between the two apps)

Remove all direct `Either::get` invocations

Create githooks

For commit only

Add 'Contribute' operation

I also want to contribute (cash) to a portfolio
so that every month I can add new resources

Parse the message from the r4-automator format

sample:

{
  "assets" : [ {
    "isin" : "LU1050469367",
    "price" : "16.49",
    "type" : "fund"
  }, {
    "isin" : "LU1050470373",
    "price" : "16.77",
    "type" : "fund"
  }, {
    "isin" : "LU0996177134",
    "price" : "38.32",
    "type" : "fund"
  }, {
    "isin" : "LU0996182563",
    "price" : "13.87",
    "type" : "fund"
  }, {
    "value" : "10.24",
    "type" : "cash"
  } ]
}