Wealth Manager V4

A web app deigned for managing your home wealth, especially funds and insurances.

Official Site

https://wealth-manager.netbeen.top

Contact Author

Email: netbeen.cn@gmail.com

Features

• Overview: Show wealth distribution like percentage and amount of each investment approaches.
• Funds: List each funds you have held and calculate the ROR (Rate of Return) and AROR (Annualized Rate of Return) to help you catch the good buy/sell opportunities.
• Insurances: List each insurances you held and send email notice before renew date.
• Common: Support multi-accounts under a single user.

Development

cd wealth-manager-front-end/
yarn
yarn dev

Release Note

v4.0

• Released at 2022-01-22
• Repos:
  • Client: https://github.com/netbeen/wealth-manager-front-end
  • Server: https://github.com/netbeen/wealth-manager-serverless-api
• Technology Stack
  • Client: Typescript, React, Umi.js, Ant Design, Ant Design Mobile, BizCharts
  • Server: Typescript, Node.js, Midway Serverless
  • Data: MongoDB
• Architecture
  • Cloud Native: Deploy client on Vercel.com, APIs on Alibaba Cloud Serverless
  • Client Framework: Refactor client logic using Umi.js
  • Typescript: Restrict type on both client and server
• Feature:
  • Multiple Account: Enable multi-account for virtual account management, like co-account, permission control using RBAC
  • Mobile Default: Design layout for mobile device access
  • AROR Algorithm Update: Update algorithm of AROR to IRR
  • Insurance Management: List insurances you hold and remind you when approaching renew date.

v3.0

• Released at 2019-01-20
• Repo: https://github.com/netbeen/wealth-manager
• Technology Stack
  • Client: React, React Router, AISC, G2
  • Server: Node.js, Egg.js, Sequelize
  • Data: MySQL
• Architecture
  • React: Refactor all the client logic using React
  • Service Worker: Cache responses using Workbox
  • Server Framework: Refactor all the server logic using Egg.js, instead of Express
  • Container: Maintain system dependency in dockerfile
• Feature
  • Dark Mode: Enable dark mode
  • Multiple User: Enable sign in / sign out to support multiple users

v2.0

• Released at 2016-09-30
• Repo: https://github.com/netbeen/FundManagerWeb
• Technology Stack
  • Client: jQuery, Bootstrap, ECharts
  • Server: Node.js, Express
  • Data: MySQL
• Architecture
  • B/S: Change to B/S architecture to run crawler and reminder 24h
  • Storage: store transaction data using MySQL
• Features
  • Wealth Dashboard: Calculate percentage and amount of each invest approaches.
  • Buy/Sell Opportunities Reminder: Notice via email when AROR reaches 15%

v1.0

• Released at 2016-01-12
• Repo: https://github.com/netbeen/FundManager
• Technology Stack
  • Client: JavaScript, ECharts
  • Generator: Python, urllib
• Features
  • Grab funds price data using crawler
  • Calculate AROR using transactions stored in config file
  • Visualization using EChart