lakshmi
A Python library and CLI tool for managing investment portfolios following Bogleheads principles.
What is lakshmi?
Lakshmi is a Python library and command-line interface that helps individual investors manage their investment portfolios following Bogleheads principles. It provides tools for tracking asset allocation, suggesting rebalancing actions, analyzing performance, and running what-if scenarios to optimize portfolio management.
Individual investors who follow the Bogleheads philosophy and want to manage their portfolios programmatically, particularly those with multiple account types (taxable, tax-deferred, tax-exempt) and various asset classes.
Developers choose Lakshmi because it offers a programmatic, open-source alternative to manual spreadsheet tracking or proprietary portfolio management tools, with built-in support for Bogleheads investment strategies and automated data updates for ticker-based assets.
Overview
Investing library and command-line interface inspired by the Bogleheads philosophy
Use Cases
Best For
- Tracking asset allocation across multiple investment accounts
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