Personal Finance

CCP Investment/Rebalancing Calculator

  • Last Updated:
  • May 14th, 2015 9:28 am
Jun 4, 2008
4 posts

CCP Investment/Rebalancing Calculator

Hi All,

Last year I took a computer programming course. With the final project we were to create something useful and lasting.

I like to rebalance my portfolio frequently throughout the year, either due to dividends received or additional contributions, but pulling down all the market prices, tickers and running calculations got to be a bit of a pain. So I decided to create something that would do a lot of the work for me.

I haven't actually looked at it in 6 months or so, as I've been busy with a new job, but I just dug it out this weekend and decided to host it for anyone else that may find use in it.

It should be pretty straight forward, but you just indicate how much cash and what current securities you hold, and based on your desired allocations it will tell you what transactions need to be executed.

Functionally it should work, but visually there are some incompatibilities with certain browsers (was tested in Chrome).

If you see any errors or have any recommendations, please let me know. I'll be working through the bugs slowly. Enjoy!

The site -

And the source code for any interested programmers -
2 replies
Deal Expert
Feb 29, 2008
29087 posts
You should add VXC and XAW. Some people use those as a wrapper for teh US and foreign content.
Deal Addict
User avatar
Mar 23, 2011
2069 posts
TD e-series funds are pretty popular too and yet not used

"It's better to be dead and cool...than alive and uncool!"