wealthfolio/wealthfolio

Features

• Personal Finance Trackers - Functions as a local-first application for managing personal budgets, investments, and financial planning.
• Local-First Storage - Saves all financial data in a local database to ensure user privacy and offline availability.
• LLM-Based Data Transformations - Uses large language models to map natural language input into structured financial transactions and classifications.
• Financial AI Assistants - Provides an AI assistant specialized in answering portfolio questions and importing financial transactions from natural language.
• Financial Asset Profiles - Organizes asset data and defines the sources used to track specific financial instruments.
• Rate Synchronizers - Updates currency values automatically from market providers with support for manual overrides.
• Currency Converters - Calculates value conversions between different currencies using exchange rates to track multi-asset portfolios.
• Currency Management - Manages various currency types and exchange rates for a unified view of global assets.
• Financial Account Management - Provides a centralized management system for tracking bank accounts, investment accounts, and crypto wallets.
• Financial Activity Ledgers - Records transactions through manual entry or CSV uploads to build a history of financial movements.
• Plugin SDKs - Provides a TypeScript SDK for building custom plugins and adding new financial tracking capabilities.
• Multi-Currency Asset Modeling - Standardizes global asset values by applying real-time exchange rates to a user-defined base currency.
• Net Worth Tracking - Aggregates assets and liabilities to calculate and visualize total net worth over time.
• Multi-Currency Calculators - Aggregates global assets and liabilities with automatic exchange rate conversion.
• Investment Portfolio Tracking - Tracks investment buys, sells, dividends, and transfers to maintain current balances and holdings.
• Real-time Portfolio Tracking - Calculates real-time financial equity, profit and loss, and overall net worth.
• Financial Data Import - Allows populating financial portfolios through manual data entry or CSV file uploads.
• Market Data Providers - Retrieves security symbols and synchronizes the latest pricing information from external market data providers.
• Multi-Asset Quote Retrievers - Tracks current and historical pricing data across diverse financial asset classes.
• End-to-End Encryption - Synchronizes local databases across multiple devices using end-to-end encryption known only to the user.
• Encrypted File Synchronization - Implements an end-to-end encrypted synchronization service to keep local databases consistent across devices.
• Secure Secret Storage - Secures sensitive API keys and credentials by storing them in the host operating system's native keyring.
• Plugin-Based Architectures - Integrates custom features and UI components through a scoped TypeScript SDK and plugin architecture.
• Category Budget Trackers - Provides tools to track spending against per-category budget limits with real-time updates.
• Dividend Trackers - Fetches historical market data to identify and automatically add missing dividend activities to a portfolio.
• Financial Planning Tools - Includes wealth projection tools and save-up simulators for planning retirement scenarios.
• Investment Performance Analysis - Calculates investment returns and provides visual charts to compare portfolios against benchmarks.
• Market Benchmarking Tools - Compares account growth against market indices or specific exchange-traded funds.
• Passive Income Trackers - Visualizes passive income streams by tracking dividends and interest across a portfolio.
• Self-Hosted Deployments - Offers a containerized Docker deployment for running a private financial management server.
• Savings Goal Trackers - Provides tools to link funding accounts and plot milestones toward specific savings targets.
• Financial Transaction Importers - Imports account balances and transaction history from financial institutions into a local structured database.
• Portfolio Rebalancing - Generates buy/sell plans to align current holdings with target portfolio allocations.
• AI-Driven Insights - Implements AI-driven capabilities to provide insights and answer questions based on stored portfolio data.
• Extension Software Development Kits - Ships a software development kit with tools to build custom extensions and add new capabilities.
• TypeScript SDKs - Provides a TypeScript-based SDK for integrating custom pages, UI components, and event listeners.
• Application Lifecycle Event Triggers - Listens for real-time application events to trigger automated behaviors within installed extensions.
• Plugin Development Toolkits - Provides a dedicated toolkit to scaffold, build, and package plugin projects for integration.
• Private Infrastructure Hosting - Provides a containerized image allowing users to run the application engine on private infrastructure for browser access.
• Plugin Data Access Layers - Provides a data fetching layer allowing extensions to read and manage financial data securely.
• Self-Hosted Applications - Provides a containerized Docker image for running the application engine on private infrastructure.
• Native Financial Mobile Apps - Provides optimized native mobile applications for iOS and Android to track portfolios on the go.
• Portfolio Performance Plotters - Provides visual dashboards and plots to track aggregated market values, gains, losses, and historical investment trends.
• Portfolio Risk Metrics - Evaluates asset allocation, sector exposure, and geographic distribution to analyze portfolio risk.
• Event-Driven Plugin Registries - Triggers automated plugin behaviors by listening for real-time application events via a central message bus.
• Plugin Integrations - Implements a system for integrating custom features through a plugin architecture without modifying the core codebase.
• Desktop Applications - Ships a native application for desktop operating systems to manage financial data locally.

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