Tao's Investment Manager

Portfolio data

Schwab positions

i

Schwab CSV data

Personal config

Outside holdings

Personal configuration JSON

Allow selling actual VTEB i

Rebalance plan

Review notes

Skipped CSV rows

These positions had invalid numeric values and were excluded.

Using default mapping

These positions were not explicitly configured.

Unused mappings

These configured symbols are not in the current holdings.

Portfolio mix

Before

Target

After

Mapped holdings