Model Portfolio Allocation Tool

What it is

A small React tool for building model portfolio allocations. Preset sheets from an advisor's strategies (an equity sleeve of 5 or 15 names anchored to an ETF such as SHV, plus cash) are compiled into code at build time. The user picks strategy size, anchor and equity share, sees a donut chart and holdings table, and exports the allocation as a CSV in the same format as the source sheets.

The problem

Re-weighting model portfolios by hand in spreadsheets is slow and error-prone.

How it works

1. scripts/generate-presets.mjs turns the dated source CSV sheets into typed presets before dev and build.
2. portfolio.ts computes rank weights (harmonic-series based) and interpolates the 10-name size that has no source sheet.
3. verify-engine.mjs checks that the engine reproduces the source sheets, and exports match their line endings.
4. Configured for Vercel deployment.

Stack

Disciplines

For your business

Small internal tools that replace spreadsheet workflows with a validated calculator and exact-format exports.