multi-asset

Multi-Asset

Vollständige Abdeckung aller Asset-Klassen in einem System.

Overview

• Stocks - US, EU, Emerging Markets
• ETFs - Index, Sector, Thematic
• Bonds - Government, Corporate
• Commodities - Gold, Silver, Oil
• Forex - Major pairs

🤖 AUTO-PILOT MODE

# ~/.kit/config/multi-asset.json
{
  "auto_pilot": {
    "enabled": true,
    "brokers": {
      "interactive_brokers": {"enabled": true, "account": "U1234567"},
      "trade_republic": {"enabled": true},
      "scalable": {"enabled": true}
    },
    "strategies": {
      "dca": {
        "enabled": true,
        "schedule": "weekly",
        "day": "monday",
        "investments": [
          {"symbol": "VTI", "amount_eur": 200},
          {"symbol": "VXUS", "amount_eur": 100},
          {"symbol": "BND", "amount_eur": 50}
        ]
      },
      "value_averaging": {
        "enabled": false,
        "target_growth_pct": 0.5
      },
      "rebalancing": {
        "enabled": true,
        "trigger": "quarterly"
      }
    },
    "alerts": {
      "price_target": true,
      "earnings": true,
      "dividend_ex_date": true,
      "52w_high_low": true
    },
    "require_approval": {
      "trades_above_eur": 1000,
      "new_positions": true
    }
  },
  "target_allocation": {
    "us_stocks": 35,
    "intl_stocks": 25,
    "bonds": 20,
    "commodities": 10,
    "crypto": 10
  }
}

Supported Brokers

Broker	Region	Features
Interactive Brokers	Global	Full API, all assets
Trade Republic	EU	Stocks, ETFs, Crypto
Scalable Capital	EU	ETFs, Stocks
Degiro	EU	Low cost stocks
Alpaca	US	Commission-free API

Commands

Full Portfolio Overview

python3 -c "
import yfinance as yf

portfolio = {
    'stocks': [
        {'symbol': 'AAPL', 'shares': 50, 'cost': 150},
        {'symbol': 'MSFT', 'shares': 30, 'cost': 280},
        {'symbol': 'GOOGL', 'shares': 20, 'cost': 120},
    ],
    'etfs': [
        {'symbol': 'VTI', 'shares': 100, 'cost': 200},
        {'symbol': 'VXUS', 'shares': 80, 'cost': 55},
        {'symbol': 'BND', 'shares': 50, 'cost': 75},
    ],
    'commodities': [
        {'symbol': 'GLD', 'shares': 25, 'cost': 170},
    ]
}

print('🌍 MULTI-ASSET PORTFOLIO')
print('=' * 80)

total_value = 0
total_cost = 0
by_class = {}

for asset_class, positions in portfolio.items():
    class_value = 0
    print(f'\\n📁 {asset_class.upper()}')
    print('-' * 80)
    
    for pos in positions:
        try:
            stock = yf.Ticker(pos['symbol'])
            price = stock.info.get('currentPrice', stock.info.get('regularMarketPrice', 0))
            value = pos['shares'] * price
            cost = pos['shares'] * pos['cost']
            pnl = value - cost
            pnl_pct = (pnl / cost * 100) if cost > 0 else 0
            
            emoji = '🟢' if pnl >= 0 else '🔴'
            print(f\"{pos['symbol']:8} {pos['shares']:>6} @ \${price:>8.2f} = \${value:>10,.2f} {emoji} {pnl_pct:>+6.1f}%\")
            
            class_value += value
            total_cost += cost
        except Exception as e:
            print(f\"{pos['symbol']:8} Error: {e}\")
    
    by_class[asset_class] = class_value
    total_value += class_value

print()
print('=' * 80)
print('SUMMARY BY CLASS:')
for cls, val in by_class.items():
    pct = (val / total_value * 100) if total_value > 0 else 0
    print(f'  {cls:15} \${val:>12,.2f} ({pct:5.1f}%)')

print()
total_pnl = total_value - total_cost
total_pnl_pct = (total_pnl / total_cost * 100) if total_cost > 0 else 0
print(f'TOTAL VALUE: \${total_value:,.2f}')
print(f'TOTAL P&L:   \${total_pnl:+,.2f} ({total_pnl_pct:+.1f}%)')
"