vanguard

README

vanguard

Go script to process Vanguard CSV downloads into a Google spreadsheet.

Caveats

• This code is presented as an example, not a production-ready application.
• Don't expect support or excessive documentation.
• Code runs on Ubuntu Linux, not tested on any other OS.
• Requires Google project, certificate, secret file (see github.com/madkins23/go-google/oauth2).
• May require individual domain (not sure).
• Fork the repository or copy the code for your own use.

Usage

1. Login to Vanguard and download the last month's data as a CSV.

2. Create a Google spreadsheet for your accounts.

   1. Each tab in the spreadsheet should have the following columns, named in the first header row:

      • Locality
      • Strategy
      • Focus
      • Weight
      • Specific
      • Symbol
      • Target
      • TgtAmt
      • Actual
      • Current
      • Over
      • PctOver
      • Price
      • Pct975
      • Pct95
      • Pct90
      • Account

   2. On the second row enter vertical sums for:

      • Target
      • TgtAmt
      • Actual
      • Current

   3. On the second row enter the account number for the Account that shows in the current tab.

   4. Enter symbols for stocks under the Symbol column starting with the third row. New rows are not automatically added at this time, they are just logged.

3. The script currently expects file ~/Downloads/ofxdownload.csv as input.

   • By default this file will be deleted after use unless --delete=false is set on the command line.
   • Configure the spreadsheet using its ID from the URL (e.g. https://docs.google.com/spreadsheets/d/nastyLongIDHere) using the --id=nastyLongIDHere flag or export VANGUARD_ID=nastyLongIDHere.

Documentation

Overview

Process Vanguard CSV downloads into Google spreadsheet.

See README.md file for documentation.

This code is presented as an example, not a production-ready application, so don't expect support or excessive documentation. Fork the repository or copy the code for your own use.