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Merge pull request #93 from afadil/dev
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afadil committed Sep 10, 2024
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37 changes: 25 additions & 12 deletions README.md
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<div align="center">
<a href="https://github.com/afadil/wealthfolio">
<img src="public/logo.svg" alt="Logo" width="80" height="80">
</a>

<h3 align="center">Wealthfolio</h3>

<p align="center">
A Beautiful and Boring Desktop Investment Tracker
<br />
<br />
<a href="https://wealthfolio.app">Website</a>
·
<a href="https://discord.gg/KFWg22au">Discord</a>
·
<a href="https://x.com/intent/follow?screen_name=WealthfolioApp">Twitter</a>
·
<a href="https://github.com/afadil/wealthfolio/releases">Releases</a>
</p>
</div>
<div align="center">

[<img src="./public/button-buy-me-a-coffee.png" width="150" alt="Buy me a coffee button"/>](https://www.buymeacoffee.com/afadil)

</div>

# Wealthfolio

## Overview
## Introduction

**Wealthfolio App** is a Beautiful and Boring Investment Tracker, with Local Data Storage. No
Subscriptions, No Cloud.
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![Screenshot](public/screenshot.png)

## Roadmap
- [ ] Export Data
- [ ] Support Options
- [ ] Support Bonds
- [ ] Monte-Carlo Portfolio Projection
- [ ] CSV Import Profile by Account
- [ ] Mobile App with Database File Sync

See [ROADMAP.md](./ROADMAP.md).

## Getting Started

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This project is licensed under the LGPL-3.0 license. See the `LICENSE` file for details.
## 🌟 Star History
[![Star History Chart](https://api.star-history.com/svg?repos=afadil/wealthfolio&type=Timeline)](https://star-history.com/#afadil/wealthfolio&Date)
---
## [![Star History Chart](https://api.star-history.com/svg?repos=afadil/wealthfolio&type=Timeline)](https://star-history.com/#afadil/wealthfolio&Date)
Enjoy managing your wealth with **Wealthfolio**! 🚀
67 changes: 67 additions & 0 deletions ROADMAP.md
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Here is a draft of my vision to this project. Any ideas are welcome:

## Vision

To help individuals build their wealth by providing a safe, privacy-focused and easy-to-use tool to
track their investments and goals.

## Strategy

1. Build a polished application that focuses on the essentials
2. Underdo the competition by offering a simpler, more focused alternative
3. Fight feature creep and resist creating a bloated app
4. Avoid complexity at all costs
5. Provide clear insights on how your portfolio is performing against your goals

## What We Believe In

1. Your Privacy: Your money info stays on your computer. You retain complete control over your
financial information..
2. Easy to Use: Anyone can track their investments with our simple design.
3. No Hidden Costs: Free or Pay once to support. Use forever—no surprise fees or subscriptions.
4. Lots of Features: Track many types of investments and use helpful tools.
5. Beautiful, Focused, and Boring App: We believe in crafting an app that's visually appealing yet
doesn't distract from its core purpose.

## Roadmap

### Step 1: The Basics (Now)

- [x] Track your investments
- [x] Store data on your computer
- [x] Simple, easy-to-use design

### Step 2: More Features (Next 3-6 months)

- [ ] Let you export your data (CSV, sqlite file, json)
- [ ] Support another market data API (Bring your own API keys) (example
https://www.alphavantage.co)
- [ ] Support Stock Splitting
- [ ] Let you track more things like houses, gold, and cars
- [ ] Enhance portfolio History calculation
- [ ] Build install packages for the remaining platforms

### Step 3: Smart Tools (6-12 months)

- [ ] Advanced CSV import
- [ ] Some portfolio analysis and insights
- [ ] Add Monte-Carlo projection
- [ ] Support another market data API

### Step 4: Growing (12-18 months)

- [ ] Make a mobile app that works with your phone securely
- [ ] Connect with some brokers/ plateform to fetch and update activities automatically

### Step 5: Building a Community (18+ months)

- [ ] Add support for Options trading

### Always Doing

- Keeping the app safe and up-to-date
- Making the app faster and bette using user feedback

We're building Wealthfolio to be a great alternative to online investment trackers. Our plan might
change based on what users tell us they want, but we'll always focus on keeping your data private
and helping you manage your money better.
2 changes: 1 addition & 1 deletion package.json
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{
"name": "wealthfolio-app",
"private": true,
"version": "1.0.10",
"version": "1.0.11",
"type": "module",
"scripts": {
"dev": "vite",
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