Asset Allocation Planner

• Calculates and charts ideal allocation of assets based on risk profile.
• Determines fewest number of transactions to reach recommended asset allocation based on current allocation.
• Video demonstration is available at https://youtu.be/gB9Mc_mGJu4.

Dependencies

• React
• Redux
• Bootstrap
• Highcharts
• react-bootstrap-slider

Installation procedure

1. Node.js (with npm) and git are required. Node.js and npm are available here: https://nodejs.org/en/. Git is available here: https://git-scm.com/.
2. Clone the git repository by running git clone https://github.com/kylevdr/asset-allocation-planner.git in the directory you would like the project to be installed in.
3. Navigate to the newly installed directory by running cd asset-allocation-planner in your terminal.
4. Install the dependencies by running npm install in your terminal.
5. Build the compiled files by running npm run build in your terminal.
6. Serve the files by running npm run serve in your terminal. If the page does not open automatically, visit http://localhost:8080/.

Comments

I learned several new tools for this project, Highcharts and react-bootstrap-slider. The most time-consuming part of the project was developing the transaction planning functionality.