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This tool performs basic verification on how Human Interest reinvests your 401(k) funds after your company migrates from another 401(k) provider

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kenthu/human-interest-verifier

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Human Interest 401(k) Verifier

This tool performs basic verification on how Human Interest reinvests your 401(k) funds after your company migrates from another 401(k) provider. I created this tool after finding mistakes in calculations when my 401(k) was migrated from ADP to Human Interest.

Try it out: https://human-interest-verifier.vercel.app/

Tech Stack

This web tool has no back end, to simplify deployment. I used the following languages, tools, and frameworks:

This repo also includes a tool to import historical mutual fund prices.

Getting Started

Requirements

Installing

  1. Clone repository
    git clone https://github.com/kenthu/human-interest-verifier.git
    
  2. Install dependencies
    cd human-interest-verifier
    yarn install
    

Running Development Web Server

  1. Start server
    yarn dev
    
  2. Open http://localhost:3000/

Run Test Suite

yarn test

Importing Mutual Fund Prices

Requirements

  • Ruby 2.7+ (tested with both 2.7.4 and 3.0.2)

Running Importer

cd fund_price_importer/
./import.rb

Considerations for Roadmap

  • Set up end-to-end testing (Cypress? Playwright?)
  • Set up CI/CD
  • Use Lighthouse to optimize performance, accessibility, etc.

Known Issues

  • This tool is dependent on how Human Interest displays transaction data on its web app, and thus, may break if Human Interest makes changes.

About

This tool performs basic verification on how Human Interest reinvests your 401(k) funds after your company migrates from another 401(k) provider

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