Portfolio Rebalancing Tool
Build a tool that calculates optimal trades to rebalance a portfolio to target allocations.
Educational example only. Not investment advice. Test on paper or sandbox accounts. You are responsible for how you run it and for each data provider's terms. Code and data are provided "as is" and may contain errors. Terms & Disclaimer
Tech Stack
Steps
- 1
Set up Streamlit app with file upload for portfolio CSV
- 2
Define target allocation by asset class or ticker
- 3
Fetch current prices using yfinance or API
- 4
Calculate current vs. target allocation and deviation
- 5
Compute optimal trades to minimize transaction costs and taxes
- 6
Display trade recommendations: buy/sell quantities and cost
- 7
Add visualizations: pie charts for current vs. target allocation
- 8
Export trade list as CSV or send to broker API (optional)
- 9
Deploy to Streamlit Cloud for free hosting