ii-rebalancer

A single-page tool to upload an Interactive Investor (ii) CSV, set target portfolio percentages, and view a buy/sell plan (supports cash contributions, rounding, and buy-only rebalances).

Features

• Upload ii CSV and auto-read holdings (name, symbol, units, market value)
• Edit target allocations and add/remove holdings
• Normalise targets to 100% with floating-point correction
• Rebalance plan with optional contribution and rounding, color-coded buys/sells
• Input validation, XSS safeguards, and file read error handling

Quick start

1. Open index.html in a modern browser (Chrome/Edge/Firefox/Safari).
2. Login to ii and download your portfolio data as CSV (View Investments -> Download icon -> CSV)
3. Click Upload ii CSV and select your export.
4. Adjust target percentages or add holdings.
5. (Optional) Enter a cash contribution and rounding increment.
6. Review the Rebalance plan table for buy/sell amounts.

Notes

• The rebalance plan scales correctly when targets sum to 100%. Use Normalise to 100% if your targets are off.
• When providing a contribution, the plan switches to buy-only and scales buys to the contribution amount.
• Negative rounding or invalid inputs are clamped/cleaned automatically.

Development

• All logic is contained in index.html (no build step).
• Dependencies: PapaParse via CDN for CSV parsing.
• To serve locally with a static server (optional):
  • python -m http.server 8000 (Python 3) and open http://localhost:8000

License

This project is licensed under the MIT License. See LICENSE.