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SereneWealth(悠然度日)

Family Finance Assistant With AI, This is an open-source project aimed at helping individuals manage their household assets, including liquid cash, investments, retirement funds, and insurance.

Technology Stack

The backend is developed using Go programming language, and the frontend is developed using the Vue framework. We have used the normal MVC architecture approach to build the system.

Features

The system provides the following features:

  • Manage liquid cash, investments, retirement funds, and insurance.
  • View the current and historical value of assets.
  • Record and monitor transactions, including deposits, withdrawals, and trades.
  • Create and manage investment portfolios.
  • Calculate and display asset allocation and diversification.
  • Set and monitor financial goals.
  • Generate reports and summaries.

Getting Started

To start using the system, you will need to follow these steps:

  1. Clone the repository.
  2. Install the required dependencies.
  3. Initialize the database.
  4. Run the backend server.
  5. Run the frontend application.

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