Rebalance your financial portfolio on browser

版本 1.0.1 (3.3 MB) 作者: michio
Using MATLAB generated optimization algorithm in JavaScript to rebalance the portfolio
0.0
(0)
33.0 次下载
更新时间 2020/4/23
在 GitHub 上查看许可证

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]

引用格式

michio (2025). Rebalance your financial portfolio on browser (https://github.com/minoue-xx/rebalance_portfolio/releases/tag/1.0.1), GitHub. 检索时间: .

MATLAB 版本兼容性
创建方式 R2019b
兼容任何版本
平台兼容性
Windows macOS Linux
标签 添加标签

Community Treasure Hunt

Find the treasures in MATLAB Central and discover how the community can help you!

Start Hunting!

matlab_fmincon

doc_jp

版本 已发布 发行说明
1.0.1

See release notes for this release on GitHub: https://github.com/minoue-xx/rebalance_portfolio/releases/tag/1.0.1
要查看或报告此来自 GitHub 的附加功能中的问题，请访问其 GitHub 仓库。
要查看或报告此来自 GitHub 的附加功能中的问题，请访问其 GitHub 仓库。