Wealthfolio

Overview

Wealthfolio App is a Beautiful and Boring Investment Tracker, with Local Data Storage. No Subscriptions, No Cloud.

Visit the app website at Wealthfolio App.

Roadmap

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

Getting Started

Prerequisites

Ensure you have the following installed on your machine:

• Node.js
• pnpm
• Rust
• Tauri

Installation

1. Clone the repository:

   git clone https://github.com/afadil/wealthfolio.git
   cd wealthfolio

2. Install dependencies using pnpm:

   pnpm install

Running the Application

• Development Mode:

  Build and run the desktop application using Tauri:

  pnpm tauri dev

• Build for Production:

  Build the application for production:

  pnpm tauri build

Technologies Used

Frontend

• React: JavaScript library for building user interfaces.
• React Router: Declarative routing for React.
• Tailwind CSS: Utility-first CSS framework for styling.
• Radix UI/Shadcn: Accessible UI components.
• Recharts: Charting library built with React.

Backend / APIs

• React Query: Data-fetching library for React.
• Zod: TypeScript-first schema declaration and validation library.

Development Tools

• Vite: Next-generation frontend tooling.
• TypeScript: Typed superset of JavaScript.
• ESLint: Pluggable linting utility for JavaScript and JSX.
• Prettier: Code formatter.
• Tauri: Framework for building tiny, secure, and fast desktop applications.

Folder Structure

wealthfolio/
├── .github/
│   └── workflows/
│       └── release.yml
├── public/
├── src/
│   ├── assets/
│   ├── commands/
│   ├── components/
│   ├── lib/
│   ├── pages/
│   ├── App.tsx
│   ├── main.tsx
│   ├── routes.tsx
│   ├── styles.css
│   ├── useGlobalEventListener.ts
│   └── vite-env.d.ts
├── src-tauri/
│   ├── icons/
│   ├── migrations/
│   ├── src/
│   ├── target/
│   ├── .gitignore
│   ├── build.rs
│   ├── Cargo.lock
│   ├── Cargo.toml
│   ├── diesel.toml
│   ├── tauri.conf.json
├── .env
├── .eslintrc.cjs
├── .gitignore
├── .prettierrc.cjs
├── components.json
├── index.html
├── package.json
├── pnpm-lock.yaml
├── postcss.config.js
├── README.md
├── tailwind.config.js
├── tsconfig.json
└── vite.config.ts

Contributing

Contributions are welcome! Please follow these steps:

1. Fork the repository.
2. Create a new branch (git checkout -b feature-branch).
3. Make your changes.
4. Commit your changes (git commit -m 'Add some feature').
5. Push to the branch (git push origin feature-branch).
6. Open a pull request.

License

This project is licensed under the LGPL-3.0 license. See the LICENSE file for details.

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Enjoy managing your wealth with Wealthfolio! 🚀