Portfolio Mix

New Taxable ETF configuration

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

extends: _web_taxable_etf_p0_v1.yaml
name: taxable_etf
description: ""
taxable: true
historical_rebalancing_policy: none
source_historical_rebalancing_policy: none
strategy_historical_rebalancing_policy: monthly
wealthfront_full_conversion: false
wealthfront_supported_only_transfer: true
universe:
  - VTI
starting_portfolio:
  VTI: 100
constraints:
  total_ticks: 100
  minimum_holding: 1
  maximum_holding: 20
simulation:
  rebalancing_policy: monthly
  monthly_contribution: 0
  enable_tlh: false
  tlh_all_assets_eligible: false
  tlh_eligible_tickers: []
notes: []