portfolio.yaml

Asset Classes:
  Name: All
  Children:
  - Ratio: 0.6
    Name: Equity
    Children:
    - Ratio: 0.6
      Name: US
    - Ratio: 0.4
      Name: Intl
  - Ratio: 0.4
    Name: Bonds
Accounts:
- Name: Schwab Taxable
  Account Type: Taxable
  Assets:
  - TickerAsset:
      Ticker: VTI
      Shares: 1
      Asset Mapping:
        US: 1.0
      Tax Lots:
      - Date: 2021/07/31
        Quantity: 1
        Unit Cost: 226
  - TickerAsset:
      Ticker: VXUS
      Shares: 1
      Asset Mapping:
        Intl: 1.0
      Tax Lots:
      - Date: 2021/07/31
        Quantity: 1
        Unit Cost: 64.94
- Name: Roth IRA
  Account Type: Tax-Exempt
  Assets:
  - TickerAsset:
      Ticker: VXUS
      Shares: 1
      Asset Mapping:
        Intl: 1.0
- Name: Vanguard 401(k)
  Account Type: Tax-Deferred
  Assets:
  - TickerAsset:
      Ticker: VBMFX
      Shares: 20
      Asset Mapping:
        Bonds: 1.0