Automating reports with python and a little cloud compute.

In part one, I introduced the concept of active investing and highlighted one particular strategy, the asset rotation model (ARM), that I recently began implementing with the help of some code and my server. The ARM bucket of my portfolio rotates between two securities: QQQX, a closed-end fund indexed to the Nasdaq 100, and TLT, an index of long-term US treasury bonds.

In this article, I focus on how to automate the “rotate” alert with code. With the help of python, I analyze the two stocks and email a mini report. The python script is then automated with Linux’s task scheduler, cron.

If you are unfamiliar with active investing or the asset rotation model, I encourage you to read part one for added context. If you’d rather dig into the source code directly, you can find it at my github repo.

Disclaimer: This article is in no way constitutes financial advice. It is incumbent upon you to develop a financial plan that best suits your needs and adhere to the behavioral discipline necessary to execute that plan in a principled way. If an active approach is attractive to you, then continue reading.

#automation #python #investing #cloud