inertIA - An Inert Investment Assistant

inertia, noun, indisposition to motion, exertion, or change - Merriam-Webster Dictionary

慣性(inert)，為癱軟的投資助理的縮寫(inert investment assistant)。

希望此小工具能幫助你簡化指數化投資中一些繁瑣的步驟，幫助你維持指數化投資人最需要的投資紀律、投資「慣性」。

Documentation

• refer to inertIA online document
• or its source on GitHub

Main Features

• IMPORT historical transactions from well-defined CSV file then get your portfolio overview
• CALCULATE annualized returns for your portfolio and each part of allocation
• REBALANCE your portfolio and get the buying/selling recommendations

Screenshots

(coming soon) ###　view it in action (coming soon)

This app is built with

• Electron React Boilerplate
• Semantic UI React
• Node.js
• and the source code on GitHub

LICENSE

Licensed under the MIT license.

Development notes

Big Features

1. 記憶前次設定(需要儲存資料到local fodler)

Improvements

1. 遠端取得資料失敗時彈info(檢查網路連線、換個後端、或改手動輸入)
2. program icon