Use wealthbot.io to easily setup your own wealth management platform ⛺
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README.md

wealthbot.io

GitHub license

SensioLabsInsight

Wealth Management, Set Free

Hi, I'm wealthbot.io. Webo for short. I'm an open source wealth management platform. I help Investment Advisors profitably serve the mass affluent.

Use Cases

  • Help human investment advisors compete with robo-advisors
  • Build your own SaaS robo-advisor
  • Manage a personal portfolio
  • Run multiple RIA firms under a single installation

Modules

  • Admin Control Panel - manage wealthbot.io installation, including RIA and Client accounts.
  • Client Dashboard - beautiful transaction, holding and performance reports on any screen.
  • RIA Portal - define asset classes and representative securities, setup custom portofilios and multi-tiered billing, create your own risk profile questionnaire, manage clients and document workflows.
  • Rebalancer - automatically rebalance client portfolios to match target allocations at the household or account-level, ad-hoc or on an set schedule.
  • Portfolio Accounting System - integrate with custodians to verify customer demographics and reconcile transactions placed by the Rebalancer.

Yea, We've Got That

  • Tax loss harvesting
  • Custom portfolio models
  • Custom risk profiling
  • Integration with financial custodians
  • Automated onboarding, document flow and e-signing
  • Cash generating transactions while maintaining target asset allocation
  • Muni substitiution

Demo

Go to http://demo.wealthbot.io to play with all the features before installing.

Community

Join our Gitter to discuss the project in realtime.

  • Talk to the core devs and the wealthbot.io community.
  • Learn from others and ask questions.
  • Share your work and demos.

https://gitter.im/wealthbot-io

Installation

Prereqs:

  • Install Docker and Docker Compose
  • Run docker-compose build in the root folder
  • Then docker-compose up -d

Once complete, simply go to http://wealthbot.localhost in your browser to see the wealthbot.io demo landing page.

Note: To use the app you'll need to setup an SMTP server with authentication. The config is in .env Environment file. Symfony has a good writeup on how to use your Gmail account for this.

If you want to take a look around your docker container you can docker exec -it wealthbot_php_1 sh.

To access Kibana (ELK Stack) go to http://wealthbot.localhost:81/

We strongly recommend running all console commands inside the docker container.

Contributing

We love pull requests! The details on how to contribute to Wealthbot can be found here.