Original Summary

I invest across mutual funds, Indian stocks, US stocks, gold and a little crypto. Every app was happy to tell me whether I was making or losing money. But whenever I had some money to invest, I still had to answer one question manually: Based on the allocation strategy I had chosen for myself, where should my next investment go? I initially managed this in a spreadsheet. Eventually, I got tired of updating it and built FolioSplit for myself. You decide how you want your portfolio divided and add your investments. FolioSplit then shows how far each category has moved from its target and which parts of your portfolio are currently underallocated. How to try it Open: https://foliosplit.fly.dev/#/ Create an account using the invite code FRIENDS , because strangers who volunteer to test an unfinished side project are basically friends already. If you have mutual funds, you can import your CAS statement to bring in the dated investment history. Stocks, US stocks, gold and crypto currently need to be added manually using their purchase date, units and price. Once that is done, set your desired allocation targets and check the dashboard to see your portfolio drift and where your next investment could be allocated. One limitation I want to be transparent about: CAS import currently works only for mutual funds because it provides the dated transaction history needed to calculate invested value and XIRR correctly. For stocks and other assets, regular holdings statements usually provide the quantity you own, but not always the complete history of when and at what price each purchase was made. Those positions currently need to be entered manually. This makes the initial setup slower for stock-heavy portfolios. I may add broker-specific tradebook imports later if people find the underlying allocation tool useful. I built this for myself, and a few friends are testing it now. I’m opening a small public beta to find out whether it is genuinely useful outside my own portfolio. It is not an investment recommendation tool. It simply follows the allocation targets you choose for yourself. I’d particularly love feedback on: - Did you understand the target versus current allocation? - Did the next-investment view help? - Was manual entry too much effort? - What made you hesitant or stopped you while setting it up? https://reddit.com/link/1wf6qbp/video/23ocr9pv9aph1/player   submitted by   /u/Coding_bro [link]   [comments]

中文概览

中文标题： 我的券商给我看了回报，却没告诉我下一笔₹10,000该投向哪里，所以我做了这个

作者因券商只显示回报、不提示下一笔₹10,000按目标配置该投哪里，自建FolioSplit。可设目标配置并录入投资，查看各类资产偏离与低配。共同基金可导入CAS，股票、美股、黄金和加密需手动录入。公开测试邀请码FRIENDS，非投资建议，并征求反馈。

  • 情报分类：综合情报
  • 分类依据：个人投资配置工具公测；未提开源，分类不确定，归综合情报。
  • 信息来源：Reddit · SideProject
  • 发布时间：2026/9/13 20:45:10