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🚀 Release v1.0.0 – Finance Tracker
Finance Tracker is a comprehensive and user-friendly tool for managing, analyzing, and optimizing your investments, understanding the impact of compound interest and taxes, or simply planning a budget, all privately.
✨ What's New in This Version
🎯 Automatic Default Product Initialization
No need to manually run seed-products after creating a database!
When a user creates a new portfolio from the web interface:
- 7 default products are automatically created:
- 💵 Cash — Liquid treasury accounts
- 🏦 Épargne — Regulated savings accounts (Livret A, LDDS, CEL)
- 🏢 SCPI — Real estate investment trust shares
- ₿ Bitcoin — Cryptographic asset (satoshis)
- 📋 Assurance Vie — Euro and unit-linked life insurance contracts
- 📋 PER — Retirement savings plans
- 📈 FCPI — Innovation investment funds
📚 Comprehensive Documentation
The project features rich and structured documentation:
User Guides
- CONCEPTS_FONDAMENTAUX.md — The 3 pillars: Products, Transactions, Valuations
- INTERFACE_WEB.md — Step-by-step guide for each Streamlit page
- FORMULES_CALCULS.md — MWRR, compound interest, PRU, etc.
Developer Guides
- INSTALLATION_SETUP.md — Detailed installation
- CLI_GUIDE.md — Complete CLI commands
- BASE_DONNEES.md — SQLite structure
- DOCUMENTATION_TECHNIQUE.md — Technical architecture
🌐 Key Features
| Feature | Description |
|---|---|
| 📊 Dashboard | Global portfolio view, allocation, time-based charts |
| 💸 Transactions | Buy/sell, distributions, filterable history |
| 📈 Valuations | Price tracking, unrealized gains/losses |
| ₿ Bitcoin | Real-time price (CoinGecko), 1-year history |
| 📄 PDF Reports | Complete export via WeasyPrint |
| 🔮 Simulator | Multi-scenario projections with French taxation |
| 💻 CLI | Complete commands for power users |
⚡ Quick Start
User – Zero Installation
👉 https://finance-tracker-skohscripts.streamlit.app/
Developer
git clone https://github.com/SKOHscripts/finance-tracker.git
cd finance-tracker
python3 -m venv venv
source venv/bin/activate # macOS / Linux
pip install -r requirements.txt
# Launch the web application
streamlit run app.py🔗 Links
- 🌐 App: finance-tracker-skohscripts.streamlit.app
- 💻 Source: github.com/SKOHscripts/finance-tracker
- 🐛 Issues: github.com/SKOHscripts/finance-tracker/issues
📄 License
MIT License — see LICENSE