Small script for rebalancing an investment portfolio by allocating funds to realize specified targets
Rebalance the portfolio summarized by example_funds.csv by adding $1000:
>> python3 rebalance.py example_portfolio.csv 1000
Current allocation vs Targets...
Current_Allocation Target_Allocation Difference
Fund
InvestmentA 45.45 50.0 -4.55
InvestmentB 18.18 20.0 -1.82
InvestmentC 36.36 30.0 6.36
Dollars to add to reach target allocation...
Dollars_to_Add Allocation Target_Allocation Difference
Fund
InvestmentA 525.0 52.5 50.0 2.5
InvestmentB 210.0 21.0 20.0 1.0
InvestmentC 265.0 26.5 30.0 -3.5
If the dollar amount to be added is not enough for an additive (positive) contribution to each fund, no contribution is possible:
>> python3 rebalance.py example_portfolio.csv 100
Must add more money for strictly additive rebalance
Negative contributions can be computed by passing the --allow_negative flag:
>> python3 rebalance.py --allow_negative example_portfolio.csv 100
Current allocation vs Targets...
Current_Allocation Target_Allocation Difference
Fund
InvestmentA 45.45 50.0 -4.55
InvestmentB 18.18 20.0 -1.82
InvestmentC 36.36 30.0 6.36
Dollars to add to reach target allocation...
Dollars_to_Add Allocation Target_Allocation Difference
Fund
InvestmentA 75.0 75.0 50.0 25.0
InvestmentB 30.0 30.0 20.0 10.0
InvestmentC -5.0 -5.0 30.0 -35.0