This is a 5-part personal finance tracking app designed to help users manage income, expenses, and investments — all in one place. It was built with Python, Pandas, Streamlit, Matplotlib, and YFinance.
- ✅ Input & store income, expenses, and investments using CSV files
- ✅ Summarize monthly budgets with income, spending, and savings
- ✅ Track real-time investment performance (price, return, CAGR)
- ✅ Visualize expenses and portfolio with charts (Matplotlib + Streamlit)
- ✅ Interactive dashboard to explore your data
- ✅ Fully local, lightweight, and easy to use
personal-fintracker/ ├── data/ │ ├── income.csv │ ├── expenses.csv │ └── investments.csv ├── images/ │ ├── streamlit_dashboard.pdf │ └── matplotlib_chart.png ├── dashboard.py ├── visualize_portfolio.py ├── requirements.txt └── README.md
- Clone the repo:
git clone https://github.com/your-username/personal-fintracker.git cd personal-fintracker - Install dependencies:
pip install -r requirements.txt- Run the dashboard:
streamlit run dashboard.pyCSV files have to be in the data/ folder and match the expected format.
📦 Requirements
Python 3.8+
Streamlit
Pandas
Matplotlib
YFinance
Install with:
pip install streamlit pandas matplotlib yfinance👨💻 Author Built as a hands-on finance/data project to showcase Python, data wrangling, visualization, and Streamlit UI skills.


