lakshmi 1.0.3

Investing Tools.

Lakshmi

Introduction

This project is inspired by all the time I spent on Bogleheads forum. The forum taught me to focus on important things like asset allocation, location and minimizing costs. The focus is on simple but powerful philosophy that allows investors to acheive above-average returns after costs. This tool is build around the same priciples to help an average investor manage their investing portfolio.

Installation

To install the library and the lak command line tool, run:

pip install lakshmi

Command-line interface

(This is a quick-start guide. You may find a detailed description of the tool here)

The simplest way to use this project is via the lak command. To access the upto help, run:

lak --help

Usage: lak [OPTIONS] COMMAND [ARGS]...

Options:
  --version      Show the version and exit.
  -r, --refresh  Re-fetch all data instead of using previously cached data.
                 For large portfolios this would be extremely slow.
  --help         Show this message and exit.

Commands:
  add      Add new accounts or assets to the portfolio.
  analyze  Analyze the portfolio.
  delete   Delete an account or asset.
  edit     Edit parts of the portfolio.
  info     Prints detailed information about an asset or account.
  init     Initializes a new portfolio by adding asset classes.
  list     Command to list various parts of the portfolio.
  whatif   Run hypothetical what if scenarios by adding DELTA to an...

A new portfolio can be created by either:

1. Copying an existing (TODO: Add file) portfolio file to ~/portfolio.yaml and editing it.

-- OR --

2. Using the lak commands to create a new portfolio. The following command will open up an editor to input the desired asset allocation:

lak init

To view help for the init command, please run:

lak init --help

Accounts (His/Her 401(k), Roth IRAs, Taxable, etc.) can be added via the lak add account command:

lak add account

Assets can be added to the account via the lak add asset command. Different kinds of assets can be added to a portfolio. For a complete list, pull up the help for the command:

lak add asset --help

Usage: lak add asset [OPTIONS]

  Edit assets in the portfolio.

Options:
  -p, --asset-type [ManualAsset|TickerAsset|VanguardFund|IBonds|EEBonds]
                                  Add this type of asset.  [required]
  -t, --account substr            Add asset to this account (a sub-string that
                                  matches the account name).  [required]
  --help                          Show this message and exit.

TickerAsset represents an asset with a ticker symbol. The value of these assets is pulled and updated automatically. To add a TickerAsset:

lak add asset -p TickerAsset -t account_str

where account_str is a sub-string that uniquely matches an account added previously.

That's it. To view all the assets, asset allocation and asset location, run:

lak list assets
lak list total
list list aa
lak list al

The lak list commands can also be chained:

lak list assets total aa al

TODO: Detailed Description of the tool

Library

TODO: Add details about the lakshmi module.

Dedication

I would like to thank my wife Niharika, who encouraged me to start working on this package and supported me throughout the development. This project would not have been possible without her love and support.

In addition, I am indebted to the following folks whose wisdom has helped me tremendously in my investing journey: John Bogle, Taylor Larimore, Nisiprius, Livesoft, Mel Lindauer and LadyGeek.