From d4945757a82ca2094f9b45f42d00e39fd6ff9cc8 Mon Sep 17 00:00:00 2001 From: Yafei Wang Date: Tue, 16 Mar 2021 10:35:17 -0400 Subject: [PATCH] Update README.md --- README.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/README.md b/README.md index b7ac3bc..daba7ec 100644 --- a/README.md +++ b/README.md @@ -1,9 +1,9 @@ ## Asset Allocator -The Asset Allocator can be used to compute best asset allocation for a taxable financial portfolio to meet the following goals at the same time: -- Market weights on asset classes, asset groups and assets are all within pre-defined tolerance ranges, +The Asset Allocator is an asset allocation/rebalancing calculator can be used to compute best asset allocation for a taxable financial portfolio to meet the following goals at the same time: +- Market weights on asset classes, asset groups and assets are all within pre-defined tolerance ranges around target weights, - After-tax cash inflow or outflow requirement, -- Apply short term and long term tax rates to both carry-over and allocation capital gains and losses, +- Tax withheld amount on carry-over and allocation capital gains and losses applying both short term and long term capital gain tax rates, - Minimize tax liability to maximize portfolio value after allocation. The latest binaries can be downloaded from https://github.com/Yafei-W/Asset-Allocator/releases. Download the zip file of your platform, unzip and run the AssetAllocator script under the bin folder. Once the program starts, click on the menu item "Help" for further information. Other folders that contain related information are: