Portfolio Mix

New IRA configuration

This scaffold renders the canonical P0 starting YAML. Persistence, authentication, and Run are intentionally not wired yet.

extends: _web_ira_p0_v1.yaml
name: ira
description: ""
taxable: false
historical_rebalancing_policy: monthly
source_historical_rebalancing_policy: monthly
strategy_historical_rebalancing_policy: monthly
wealthfront_full_conversion: false
wealthfront_supported_only_transfer: false
universe:
  - VTI
starting_portfolio:
  VTI: 100
constraints:
  total_ticks: 100
  minimum_holding: 2
  maximum_holding: 15
simulation:
  rebalancing_policy: monthly
  monthly_contribution: 600
  enable_tlh: false
  tlh_all_assets_eligible: false
  tlh_eligible_tickers: []
notes: []