Script Summary: Helps to track asset allocation in Vanguard accounts, to rebalance them. Works on the "Accounts & activities" page of the Vanguard web site.
This Greasemonkey script helps to track asset allocation for more than one asset group across a few Vanguard accounts. For example, one may want to have predefined asset allocation for retirement funds across accounts for both spouses, different allocation for the non-retirement accounts, third allocation for the child education accounts.
Adds a column displaying account asset allocation. Clicking on an allocation value in the table brings a rebalancing calculator for the asset group the fund belongs to. After the user specifies funds to invest/withdraw from the asset group, the script shows the investment/withdrawal amount to balance the assets, taking the new funds into account.
See http://diveintogreasemonkey.org/install/userscript.html for information how to install a Greasemonkey script. To make this script work, specify the desired asset allocations first.
The allocations is specified in the variable TARGET_ASSET_GROUPS. The example below specifies asset allocations for retirement, and a child account.
Here "fund" is a account/fund number (from the "Fund & Account" column), "weight" is the target relative weight of this fund relative to other funds in this allocation. Should not be null or negative.
// The retirement funds allocation.
// The first fund/account should have 50% share, the other two - 25% each.
var RETIREMENT = [
{fund: "0072-88888888888", weight: 2},
{fund: "0114-77777777777", weight: 1},
{fund: "0115-88888888888", weight: 1},
];
// The child education account allocation.
// The first fund/account takes 75%, second - 25%.
var CHILD = [
{fund: "0046-99999999999", weight: 3},
{fund: "0114-99999999999", weight: 1},
];
var TARGET_ASSET_GROUPS = [RETIREMENT, CHILD];
