Volunteers to help with a Boglebot idea

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glorat
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Volunteers to help with a Boglebot idea

Post by glorat » Thu Jul 25, 2019 11:15 am

Just for fun today, I created an interactive mini game/bot/roboadvisor to help international investors set their asset allocation and choose a sensible set of ETFs for their investment portfolio, based on the lazy 2 fund international boglehead portfolio. The content itself is very very rough and probably only understandable to the educated investor but I hope it can become useful to the beginner. The country coverage is very narrow for now. It is just a working proof of concept. It will be heavily geared to non-US investors since the US folk have plenty enough help as far as I can see.

This project is fully open source this and made available to all to contribute. I'm doing this because I learned so much from this forum and related places and want to give something back that uses my software skills and would be uniquely educational.

My ask for the community is
1) Any contributions to the idea of such a thing, please post here

E.g. advice on what an interactive website should do to be helpful and educational. What features to prioritise? What would be a good idea? Is this a stupid idea?

2) Any volunteers who can contribute content - either directly to github or this thread or by PM

The content of the site can be seen at https://www.boglebot.com

All raw editable content can be seen on github at https://github.com/glorat/boglebot/tree ... lay/scenes
The raw text content is written in Choicescript so no developer knowledge required.

Instructions on how to locally test the code, make changes and contribute will come later - but if you're technically minded, you can probably download it and figure it out

---
EDIT: With moderator permission granted, project details and website are being shared with the community for feedback
Last edited by glorat on Mon Aug 05, 2019 11:03 pm, edited 1 time in total.

DJN
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Re: Volunteers to help with a Boglebot idea

Post by DJN » Sun Aug 04, 2019 5:49 am

Hi glorat,
great idea. I have no skills in the area of programming but would be happy to contribute.
I am guessing that setting the boundaries for such an exercise would be key, would you think that the EU is a good starting point, I am not sure where you are based?
DJN
Yah shure

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glorat
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Re: Volunteers to help with a Boglebot idea

Post by glorat » Sun Aug 04, 2019 7:58 am

DJN wrote:
Sun Aug 04, 2019 5:49 am
Hi glorat,
great idea. I have no skills in the area of programming but would be happy to contribute.
I am guessing that setting the boundaries for such an exercise would be key, would you think that the EU is a good starting point, I am not sure where you are based?
DJN
Thanks DJN (and the couple of people that have given feedback privately). No programming skills required at all to contribute. You can see the source for the content being built at https://github.com/glorat/boglebot/tree ... lay/scenes

I won't post a link to any actual deployment until I get some explicit auth from the mods (not sure if that is necessary but at least out of courtesy). I'll share the website with anyone that PM's me

me81
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Re: Volunteers to help with a Boglebot idea

Post by me81 » Mon Aug 05, 2019 11:25 am

Hi glorat,

1. I surely think it's a great idea and no doubt it could help very many people once it's ready for the total beginner. Most of those with more experience and understanding would likely not use a software as we are all better than average.. :D.
I am not sure if you have considered (or if it even matters) the complexity of that disomogeneneous dream that Europe is.. Pension schemes (would they affect AA), taxation, real estate regulations (should it be part of an analysis of the best use of one's money?), all might be worth considering, or am I being too difficult?

2. More than happy to give feedback through ideas and comments, however wouldn't be of much use at a programming level..

Cheers!

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sgr000
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Re: Volunteers to help with a Boglebot idea

Post by sgr000 » Mon Aug 05, 2019 12:33 pm

glorat wrote:
Thu Jul 25, 2019 11:15 am
Just for fun today, I created an interactive mini game/bot/roboadvisor to help international investors set their asset allocation and choose a sensible set of ETFs for their investment portfolio, based on the lazy 2 fund international boglehead portfolio. [...]

My ask for the community is
1) Any contributions to the idea of such a thing, please post here

E.g. advice on what an interactive website should do to be helpful and educational. What features to prioritise? What would be a good idea? Is this a stupid idea?

2) Any volunteers who want to have a look at what I've already made, please send me a private link and I'll send you the link to the working site
Well... once upon a time, there was this thing: the example illustrates the inputs and outputs for a certain portfolio choice. It could be mondernized to use ETFs instead, if you like.

It's no longer online, but I could dig up the code for you, if it's of interest. (Though be warned: it was Javascript, and hence ugly by definition.)

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LadyGeek
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Re: Volunteers to help with a Boglebot idea

Post by LadyGeek » Mon Aug 05, 2019 3:12 pm

glorat wrote:
Sun Aug 04, 2019 7:58 am
I won't post a link to any actual deployment until I get some explicit auth from the mods (not sure if that is necessary but at least out of courtesy). I'll share the website with anyone that PM's me
glorat has received permission from the Bogleheads' Advisory Board (the members who oversee the forum) to post a link to his website.

===============================
My first suggestions:

- Where an investment (stock, bond, etc.) is listed, please display both the fund name and the symbol.
- The site should support both desktop and mobile devices.
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Topic Author
glorat
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Re: Volunteers to help with a Boglebot idea

Post by glorat » Mon Aug 05, 2019 11:08 pm

me81 wrote:
Mon Aug 05, 2019 11:25 am
I am not sure if you have considered (or if it even matters) the complexity of that disomogeneneous dream that Europe is.. Pension schemes (would they affect AA), taxation, real estate regulations (should it be part of an analysis of the best use of one's money?), all might be worth considering, or am I being too difficult?
Europe is a mess - I can't handle it. At best, I might include UK recommendations since I've researched that well. For now, the bot is only helpful for countries with simple taxation. If we're lucky, DJN can help on the Europe guide!
LadyGeek wrote:
Mon Aug 05, 2019 3:12 pm
glorat has received permission from the Bogleheads' Advisory Board (the members who oversee the forum) to post a link to his website.

===============================
My first suggestions:

- Where an investment (stock, bond, etc.) is listed, please display both the fund name and the symbol.
- The site should support both desktop and mobile devices.
Thanks for facilitating the permission and suggestions. I've included link details in the top post now.

Agreed on displaying full names for all things. Call it out if that isn't the case anywhere!

This simple website should be totally mobile friendly (actually it is probably better on mobile than desktop).

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Barry Barnitz
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Re: Volunteers to help with a Boglebot idea

Post by Barry Barnitz » Fri Aug 09, 2019 11:13 am

Hi:
I have notified our Spanish affiliates of this project. Here is the link: Boglehead Bot (The International Boglebot).
Hola amigos!

Los compañeros del foro hermano (o padre ;-) ) bogleheads.org han comenzado un nuevo proyecto al que nos invitan. Os dejo los enlaces por si os interesa:
Además nos felicitan por alcanzar los 400 miembros en el foro!! :-)
Buen finde!
ClarkBo.
regards,
Additional administrative tasks: Financial Page affiliate blog; finiki the Canadian wiki; The Bogle Center for Financial Literacy site; Wiki Bogleheads® España.

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kakadeluxe
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Re: Volunteers to help with a Boglebot idea

Post by kakadeluxe » Mon Aug 12, 2019 3:23 am

Hello.

I'm a computer programmer. I have seen the source, my opinion is that I want a version in Spanish, I should copy all and adapt it.

I don't know ChoiceScript. Is there a manner to separate the texts of description?. It's easier if the language is separated of the options, variables, calculations, etc...

@blbarnitz, What do you think?.

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glorat
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Re: Volunteers to help with a Boglebot idea

Post by glorat » Mon Aug 12, 2019 7:24 am

kakadeluxe wrote:
Mon Aug 12, 2019 3:23 am
Hello.

I'm a computer programmer. I have seen the source, my opinion is that I want a version in Spanish, I should copy all and adapt it.

I don't know ChoiceScript. Is there a manner to separate the texts of description?. It's easier if the language is separated of the options, variables, calculations, etc...
Great you are taking this up!

The downside of copying and adapting is that any changes in choices that need to be made will need to be done across the different forks. And "best" ETFs are changing quite rapidly (e.g. I added the VWRA recommendation only this week since it was launched only weeks ago)

I don't know exactly the best way of supporting multiple languages, especially with choicescript. One way is to ask for a language at the start and use if statements to offer different descriptions. Another is to simply be dual language depending on your chosen country (e.g. if you say you live in Spain, offer both English and Spanish, if you say you live in China, English and Chinese).

In any case, feel free to fork or offer pull requests

Vision
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Re: Volunteers to help with a Boglebot idea

Post by Vision » Mon Aug 12, 2019 9:05 am

It recommends me VWRA as a EU citizen, but for bonds it recommended me AGGH. Is this a good idea for bonds? What do other people here thing?

Laurizas
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Re: Volunteers to help with a Boglebot idea

Post by Laurizas » Mon Aug 12, 2019 1:55 pm

Bogleheads wiki recommends AGGH, if i am not mistaken.

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LadyGeek
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Re: Volunteers to help with a Boglebot idea

Post by LadyGeek » Mon Aug 12, 2019 9:30 pm

kakadeluxe wrote:
Mon Aug 12, 2019 3:23 am
Hello.

I'm a computer programmer. I have seen the source, my opinion is that I want a version in Spanish, I should copy all and adapt it.

I don't know ChoiceScript. Is there a manner to separate the texts of description?. It's easier if the language is separated of the options, variables, calculations, etc...
¡Hola de nuevo! (I am also a member of Bogleheads.es.)

I have software development experience with several languages, but I have no experience ChoiceScript.

To explain: The separation of text descriptions is normally achieved by the use of variables representing the text components. This is a common technique to support multiple languages.

For example, I have one file for English, one file for Spanish. (The language is a concept.)

/language/List_en.txt can contain:

Code: Select all

'WELCOME' => "Welcome!"
/language/List_es.txt can contain:

Code: Select all

'WELCOME' => "¡Bienvenido!"
The application can determine the user's language configuration. Then, it can include the appropriate language file which defines the language text variables.

Code: Select all

if (SPANISH) then
    include (/language/List_es.txt);
else
    include (/language/List_en.txt);
end
printf("%s\n", $WELCOME);
The output in Spanish will be:
¡Bienvenido!

The output in English will be:
Welcome!

The forum software, phpBB, utilizes this method. Here is the English language version: Bogleheads.org

Here is the Spanish language version of phpBB: Bogleheads® España (with some customization)
glorat wrote:
Mon Aug 12, 2019 7:24 am
I don't know exactly the best way of supporting multiple languages, especially with choicescript. One way is to ask for a language at the start and use if statements to offer different descriptions. Another is to simply be dual language depending on your chosen country (e.g. if you say you live in Spain, offer both English and Spanish, if you say you live in China, English and Chinese).

In any case, feel free to fork or offer pull requests
I do not see any ChoiceScript language syntax that can include a file to use as I described above. Your approach to use if() statements to display a single language, or to display both languages, are good options. (Also, to coordinate forks and pull requests.)
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Topic Author
glorat
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Re: Volunteers to help with a Boglebot idea

Post by glorat » Mon Aug 12, 2019 9:58 pm

LadyGeek wrote:
Mon Aug 12, 2019 9:30 pm
I do not see any ChoiceScript language syntax that can include a file to use as I described above. Your approach to use if() statements to display a single language, or to display both languages, are good options. (Also, to coordinate forks and pull requests.)
You gave me an idea, files can be loaded using the *gosub_scene command. If *gosub_scene can take a language variable, that would work reasonably well. E.g.

*gosub_scene myfile_${language}

I'm looking at the choicescript interpreter... it also doesn't look difficult to hack in new features to it if we want. Can make it follow some typical i18n template standards.

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kakadeluxe
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Re: Volunteers to help with a Boglebot idea

Post by kakadeluxe » Tue Aug 13, 2019 2:43 am

Hello @LadyGeek

I read you in Spanish forum. I know your idea of show text descriptions in some languages using variables. But @glorat should implement it in his source code.

Hello @glorat.

You can use variables for show ETF and bonds depending on country choice, view label country of startup.txt

Regards.
"Compound interest, the eighth wonder of the world", Mayer Amschel Rothschild. | Your Money * (1 + i)↑n

Topic Author
glorat
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Re: Volunteers to help with a Boglebot idea

Post by glorat » Thu Aug 15, 2019 8:14 pm

kakadeluxe wrote:
Tue Aug 13, 2019 2:43 am
You can use variables for show ETF and bonds depending on country choice, view label country of startup.txt
On the todo list... I tried a couple of quick ways but I couldn't find a way of making it clean yet. I do want to keep all the text files understandable to the average person so community people can make changes more easily. Hopefully I'll try something this weekend
Laurizas wrote:
Thu Aug 15, 2019 2:35 pm
Hello, why there is no Europe in Boglebot? I do not think there are material differences from Japan and Hong Kong?
Europe has all sorts of tax related issues (unlike Hong Kong) that mean you have to pay attention to many details (like accumulation vs distribution for tax purposes). Some Europe expert volunteer (@DJN ?) would need to give some advice on what the key decision points are.

If you click on Japan (or US), it says those countries aren't supported because those two cases are extremely special. I have no intention of covering those (unless some volunteer does it)

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