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by itissid 555 days ago
Great work on the tool. Looks really useful for basic modeling for a businesses who need this.

As a salaried person I would like to see a version of this tool for planning ones own portfolios.

0. Set your risk parameters: Maximum drawdown, expected returns, time horizon, fixed income needed, broker platform etc.

1. Pick ETFs from a specific brokerage that match and find different kinds of ETFs for different asset classes, different startegies(US, ex-US, Currency Hedged, Buffer, Bullet Shares).

2. Tools: Rebalancer, be able to find what ETFs are cheap/expensive based on current evaluations(P/E) and Historical data. Like when fed is raising rates one can invest more in Bond Funds(like Bullet Share) that lock in that yield incrementally and vice versa.