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wealthfront-calculator

Calculates a risk score based on proximity to a financial goal, and uses linear interpolation to determine the corresponding Wealthfront portfolio.

###Usage $python wealthfront-calculator.py arg1 arg2 arg3 arg4

where:

  • arg1 is the amount held in taxable investment accounts
  • arg2 is the amount held in retirement investment accounts
  • arg3 is the total value of other holdings
  • arg4 is the financial goal

arg1 and arg2 are required, while arg3 has a default value of 0 and arg4 has a default value of 1000000. (arg4 presumably changes infrequently enough that it is worth hardcoding a default value.)

###Example $ python wealthfront-calculator.py 100000 200000 300000 risk: 4.3 VTI: $67,200 LQD: $58,400 VEA: $38,800 VIG: $35,800 MUB: $33,800 VWO: $27,400 EMB: $18,800 VNQ: $14,400 DJP: $ 5,400

###Notes

  • Taxable and retirement account allocations are combined in the output. (It's an easy change to print each individually.)
  • This is not investment advice.