Naive approach: +1% in one should mean -0.5% in two others. Then, I realized that meant you could never reach the right balance because it was constantly changing the last slider you touched.
Then, I tried adding a little “lock” button to indicate “don’t change this value” but that felt really klunky and was a pain to implement.
I eventually landed on +1% in one means -1% in the slider you touched least recently. That seems to be working pretty well.
Changed the input fields to only accept numeric characters
I was previously accepitng non-numeric characters and just stripping them out before processing them, but it turns out that I can prevent the user from even typing them with Vue’s @keypress handler and preventDefault().
Got good feedback from a peer founder developer group I recently joined
Implemented changes suggested by a fellow presenter I Zoom-met at NERD Summit.
Added support for duplicate holdings of the same symbol.
This can happen if the user has multiple portfolios, like IRA vs. non-IRA.
Eventually, I want to be able to represent the different portfolios, but I think this is good enough for now.
Switched to a rebalancing algorithm that results in fewer trades.
New algorithm is greedy, so it just attempts to trade the highest amount possible if it finds a matching fund
e.g., if you have an extra $1000 in US stocks, it suggests selling $1000 of the first US stock fund it sees.
Previous algorithm was more “fair” and tried to maintain the proportions within an asset class.
e.g., if you have an extra $1000 in US stocks, it suggests selling $1000 split evenly among all your US stock funds.
I can definitely tune this further, since I think there are still cases where it makes suggestions that a human wouldn’t, and maybe it needs to be configurable based on preferences.
I was looking for someone who could offer discounted prices for customers willing to set up their own Amazon SES accounts.
I originally tried BigMailer but quit halfway because I ran into too many issues.
EmailOctopus has been pretty good
My biggest gripe is that they don’t offer a built-in way for subscribers to change their settings except for an unsubscribe link, so I’m rolling my own using their API (still not done yet).
Teaser: in the future, users will be able to subscribe to my blog by topic rather than what I currently do is assume that people are only interested in full blog posts and bury the rest (retros, book reports) on twitter.
Continued my post about digitizing
Realized a bunch of my MediaGoblin repos are broken again because the PyPi libraries keep changing out from under me.
Updated my mediagoblin source repo to use exact version numbers for all PyPi packages (== instead of >=)
