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Hi Rich, Did you ever make an offline or excel version of thus? I really like this tool. Thanks!
there is now offline support, details here: https://www.richsnapp.com/b...
Is there a way of downloading this tool for offline use aswell?
currently no, but offline use is something i'd like to support in the future (and doesn't seem like it'd be too difficult considering this doesn't use a backend server). perhaps if i get some free time one of these weekends i'll see if i can implement it.
took longer than expected but there is now offline support when installing this tool as a progressive web app. see details here: https://www.richsnapp.com/b...
Hi mate, been using this tool for quite some time now and am loving how It simplifies the whole rebalancing process. Would you be able to add a cost column in there so we could theoretically, for example input the price of an index share and all the data would conform. The column would then tell us how many shares we could actually buy given the price of the share in relation to our contribution amount and whatevers left over gets labled as remaining amount if that makes sense. This would be a great addition to the tool I think.
that does make sense. it would be a little more difficult and wasn't a huge priority for me, at least, as the funds i invest in allow partial shares. but perhaps if i get some time i can take a wack at it. or if someone wants to try before then, i'll always accept a pull-request.
nice, thanks for the replies mate
Could you allow setting 0% for an asset that we want to get rid of?