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initial rename of bogle.tools to MultiFol.io
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Pages/AccountView.razor

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@using Models
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<PageTitle>
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@pageHeading - bogle.tools
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@pageHeading - MultiFol.io
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</PageTitle>
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<style>

Pages/FAQ.razor

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@inject NavigationManager Navigation
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@using Models;
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<PageTitle>Help - bogle.tools</PageTitle>
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<PageTitle>Help - MultiFol.io</PageTitle>
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<div style=float:left>
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<h4 style="max-width:450px">
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<div style=clear:left;margin-left:1.5in><a href=/profiles @onclick=navWithBackStack @onclick:preventDefault >(manage profiles)</a></div>
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<p style=clear:left>
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This site provides useful tools to optimize personal finances:
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MultiFol.io provides useful tools to optimize personal finances:
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</p>
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<ul>
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<li>Organize your Portfolio</li>
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<li>Plan your Annual Savings</li>
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</ul>
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<p>
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<b>Transitioning:</b> We are moving to a new brand: 'MultiFol.io' <br/>
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We'll try to do this in a way that makes the transition easy for you and your data. We plan to enable this transition by the middle of June 2024, we'll transition this site to a new location and help you maintain your data nicely.
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</p>
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<p><b>Profiles</b><br/>
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One can have one or more profiles.
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Each profile has portfolio and savings plan data.

Pages/Home.razor

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@using Models
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<PageTitle>
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bogle.tools
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MultiFol.io
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</PageTitle>
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<div style=float:left>
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Navigation.NavigateTo("/profiles");
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}
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private string pageHeading = "Bogle.tools";
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private string pageHeading = "MultiFol.io";
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}

Pages/Import.razor

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<li>Click on the <a target=_new href=https://holdings.web.vanguard.com>Holdings</a>↗️ link</li>
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<li>Click on the <a target=_new href=https://personal1.vanguard.com/ofu-open-fin-exchange-webapp/ofx-welcome>Download Center</a>↗️ link to the right</li>
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<li>Step 1 - Choose "A spreadsheet-compatible CSV File"</li>
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<li>Step 2 - Choose any date range (I choose 18 months, but bogle.tools doesn't use this transaction information yet, so 1 month is fine too)</li>
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<li>Step 2 - Choose any date range (I choose 18 months, but this app doesn't use this transaction information yet, so 1 month is fine too)</li>
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<li>Step 3 - Choose all accounts you'd like to export holdings info about</li>
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<li>Press Download button on bottom right of page - a file named OfxDownload.csv will be downloaded via your browser</li>
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<li>Click "Choose File" button, find and choose the OfxDownload.csv file in Downloads folder</li>
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<li>Find and download the data file</li>
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</ul>
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<li><b>Import data file</b>: Click "Choose Files" button to import new or updated account information into your <a href=/profiles>active bogle.tools profile's</a> portfolio</li>
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<li><b>Import data file</b>: Click "Choose Files" button to import new or updated account information into your <a href=/profiles>active MultiFol.io profile's</a> portfolio</li>
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<fieldset style=margin-left:20px>
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<InputFile multiple accept=".csv,.xlsx" OnChange="@((e) => OnDataFilesImport(e))" /><br/>
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<ul>
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<ol>
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@if (Custodian == "other")
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{
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<li>If you custodian's CSV format isn't supported yet by Bogle.tools, we're probabaly happy to add support with your help:</li>
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<li>If you custodian's CSV format isn't supported yet by MultiFol.io, we're probabaly happy to add support with your help:</li>
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}
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else
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{
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<li>@Custodian's CSV format isn't supported yet by Bogle.tools, we're happy to add support with your help:</li>
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<li>@Custodian's CSV format isn't supported yet by MultiFol.io, we're happy to add support with your help:</li>
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}
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<li>Download the CSV file for your account(s) from another Custodian</li>
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<li>Anonymize/change the data in that CSV file [using a text editor: change account number AY-424523 to XX-123456, change $ amounts of investments if you like, change any other personally identifying info.]</li>

Pages/Portfolio-Review.razor

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@using Models
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<PageTitle>
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Portfolio Review@(stepPath == null ? "" : ": " + stepPath.Replace('-', ' ')) - bogle.tools
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Portfolio Review@(stepPath == null ? "" : ": " + stepPath.Replace('-', ' ')) - MultiFol.io
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</PageTitle>
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<style>

Pages/Portfolio.razor

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@using Models
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<PageTitle>
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@pageHeading - bogle.tools
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@pageHeading - MultiFol.io
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</PageTitle>
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<style>

Pages/Profiles.razor

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@inject HttpClient Http
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@using Models
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<PageTitle>Profiles - bogle.tools</PageTitle>
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<PageTitle>Profiles - MultiFol.io</PageTitle>
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<h4>@if(importing) { <span>import a copy of a shared bogle.tools profile</span> } else { <span>bogle.tools profiles</span>}</h4>
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<h4>@if(importing) { <span>import a copy of a shared MultiFol.io profile</span> } else { <span>MultiFol.io profiles</span>}</h4>
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@if (profileNames != null && profileNames.Count > 0)
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{
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@if(!importing) {

Pages/RSU-Tracker.razor

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@using Models
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<PageTitle>
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@pageHeading - bogle.tools
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@pageHeading - MultiFol.io
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</PageTitle>
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<style>

Pages/Saving.razor

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@using Models
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<PageTitle>
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Savings@(stepPath==null?" Planner":": "+stepPath.Replace('-',' ')) - bogle.tools
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Savings@(stepPath==null?" Planner":": "+stepPath.Replace('-',' ')) - MultiFol.io
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</PageTitle>
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<style>
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<div>We'd like to collect many companies benefit files and publish them for other users of this Annual SAVINGS tool to have automatically used.</div>
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<ol>
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<li>Press 'Download &lt;EmployerName&gt; benefits file'</li>
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<li>Send file to suggestions@bogle.tools -- we'll review and publish to github.com/bogle-tools so that Bogle.Tools/saving can make it easier to use for other employees by <a target=_blank href=https://github.com/bogle-tools/financial-variables/blob/main/data/usa/employers/microsoft/microsoft.retirement.2023.json>posting on github.com</a></li>
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<li>Send file to suggestions@bogle.tools -- we'll review and publish to github.com so that Savings Planner can make it easier to use for other employees by <a target=_blank href=https://github.com/bogle-tools/financial-variables/blob/main/data/usa/employers/microsoft/microsoft.retirement.2023.json>posting on github.com</a></li>
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</ol>
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<br/>
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@if (familyData.PersonCount > 0) {

Pages/Updating-portfolio.razor

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Import Accounts (CSV)
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</th>
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<th style=width:100px;vertical-align:bottom;text-align:center>
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Enter/Update on bogle.tools
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Enter/Update on MultiFol.io
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</th>
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<th style=width:100px;vertical-align:bottom;text-align:center>
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bogle.tools can update
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MultiFol.io can update
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</th>
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</tr>
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<tr style=background-color:lightgray>
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Link: <a href=/import>/import</a>
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</p>
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<p><b>Enter/Update on bogle.tools</b><br/>
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<p><b>Enter/Update on MultiFol.io</b><br/>
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You can initially enter or update account info by navigating to the <a href=/portfolio-tracker/accounts>accounts view in Portfolio Tracker</a> and click on the pencil icon for entry/editing instructions.<br/>
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Link: <a href=/portfolio-tracker>Portfolio Tracker</a><br/><br/>
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Updating share price for RSUs can be done manually by editing the last price after clicking on a grant row.<br/>
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Link: <a href=/rsu-tracker/by-grant>RSU Tracker - by grant view</a>
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</p>
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<p><b>bogle.tools Can Update</b><br/>
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<p><b>MultiFol.io Can Update</b><br/>
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If you provide an <a target=_new href="https://eodhd.com?utm_source=bogle_tool&utm_medium=app&utm_campaign=friendly_bogle">eodhd.com</a>
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↗️ API key, bogle.tools can use it to get 15min delayed quotes whenever you ask. Bogle.tools will attempt to update investment and RSU grant prices.
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↗️ API key, MultiFol.io can use it to get 15min delayed quotes whenever you ask. MultiFol.io will attempt to update investment and RSU grant prices.
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<ol>
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<li>
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<a href="https://eodhd.com/register?utm_source=bogle_tool&utm_medium=app&utm_campaign=friendly_bogle" target=_new>Register</a>↗️
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<li>To enable app to use, enter the API Key here, and then navigate back to pages you'd like to use in the site:</li>
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<label>API key:</label> <input type=text @bind-Value=appData.EODHistoricalDataApiKey @bind-Value:event=oninput placeholder='apikey' />
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</ol>
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<p>Note: these links to eodhd.com, let eodhd.com know that bogle.tools sent you to them. They track how many users are from bogle.tools. Feel free to navigate to their site without using these links if this concerns you in any way.</p>
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<p>Note: these links to eodhd.com, let eodhd.com know that bogle.tools sent you to them. They track how many users are from 'MultiFol.io'. Feel free to navigate to their site without using these links if this concerns you in any way.</p>
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</p>
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<p></p>
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}

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