Rebalance your financial portfolio on browser

Version 1.0.1 (3,34 MB) von michio
Using MATLAB generated optimization algorithm in JavaScript to rebalance the portfolio
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Aktualisiert 23 Apr 2020
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This is a practice mini-project to learn HTML, JavaScript, and WebAssembly.

Nonlinear optimization is used to rebalance the financial portfolio, where MATLAB's fmincon is implemented as a form of WebAssembly, through "Generate JavaScript Using MATLAB Coder" version 2.0.2 by Geoff McVittie. The tool allows you to create JavaScript/WebAssembly libraries from MATLAB projects using MATLAB Coder.

You can find the tool here: https://jp.mathworks.com/matlabcentral/fileexchange/69973-generate-javascript-using-matlab-coder

Step 1. Creating your portfolio
Option 1: You can start from [Upload Sample Data] and then add/delete to create your own.

Option 2: Upload csv file. See sampleData2Upload.csv for file format.

You can modify "ticker", "qty", and "target%" only. When modifying or add 'ticker' the price updates itself.

Step 2. Setting budget
Specify the amount that you would like to spend on this rebalancing. Please note that rebalancing will be achieved by buying only.

Step 3. Perform optimization
Click [Rebalance]

Zitieren als

michio (2024). Rebalance your financial portfolio on browser (https://github.com/minoue-xx/rebalance_portfolio/releases/tag/1.0.1), GitHub. Abgerufen .

Kompatibilität der MATLAB-Version
Erstellt mit R2019b
Kompatibel mit allen Versionen
Plattform-Kompatibilität
Windows macOS Linux

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Version Veröffentlicht Versionshinweise
1.0.1

See release notes for this release on GitHub: https://github.com/minoue-xx/rebalance_portfolio/releases/tag/1.0.1
Um Probleme in diesem GitHub Add-On anzuzeigen oder zu melden, besuchen Sie das GitHub Repository.
Um Probleme in diesem GitHub Add-On anzuzeigen oder zu melden, besuchen Sie das GitHub Repository.