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View Code? Open in Web Editor NEWPortfolio rebalancing tool for the Do-It-Yourself Investor
Home Page: https://openalloc.github.io/FlowAllocator
License: Mozilla Public License 2.0
Portfolio rebalancing tool for the Do-It-Yourself Investor
Home Page: https://openalloc.github.io/FlowAllocator
License: Mozilla Public License 2.0
Currently only macOS is supported for the apps, but there's strong potential for supporting iPadOS/iOS.
There is a relatively small amount of platform-specific code, such as for file selection and saving, that would need equivalent support on iPadOS/iOS.
Once supported, the builds can be made available to users in the iPadOS/iOS App Store, much as the macOS ones are now.
Needed:
Both FlowAllocator and FlowWorth should each have their own cask.
Also, update docs to reflect availability.
May be dependent on #2, a workflow to create binaries.
Evaluate recent updates to SwiftUI capabilities to determine whether or not the current KeyWindow dependency is still needed.
If not needed, remove the dependency and make appropriate code changes.
Needed where:
Also, update docs to reflect availability.
At present, both FlowAllocator and FlowWorth assume all accounts are in a common currency, where the currency symbol (and formatting method) is chosen from the locale.
Provide a way for the user to select an alternative currency which will be stored in the DisplaySettings of the document (allocatz/worth) file.
Implementation detail: the unused CurrencyCodePicker in FlowAllocatorApp could be used. Relocate it to FlowUI.
Additional implementation detail: on file load, or when user changes the explicit currency, see if it's possible to make an app-wide change to the locale in the environment to reflect the user's preference. Ideally, the formatters should automatically pick this up.
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