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Here is a draft of my vision to this project. Any ideas are welcome: | ||
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## Vision | ||
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To help individuals build their wealth by providing a safe, privacy-focused and easy-to-use tool to | ||
track their investments and goals. | ||
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## Strategy | ||
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1. Build a polished application that focuses on the essentials | ||
2. Underdo the competition by offering a simpler, more focused alternative | ||
3. Fight feature creep and resist creating a bloated app | ||
4. Avoid complexity at all costs | ||
5. Provide clear insights on how your portfolio is performing against your goals | ||
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## What We Believe In | ||
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1. Your Privacy: Your money info stays on your computer. You retain complete control over your | ||
financial information.. | ||
2. Easy to Use: Anyone can track their investments with our simple design. | ||
3. No Hidden Costs: Free or Pay once to support. Use forever—no surprise fees or subscriptions. | ||
4. Lots of Features: Track many types of investments and use helpful tools. | ||
5. Beautiful, Focused, and Boring App: We believe in crafting an app that's visually appealing yet | ||
doesn't distract from its core purpose. | ||
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## Roadmap | ||
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### Step 1: The Basics (Now) | ||
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- [x] Track your investments | ||
- [x] Store data on your computer | ||
- [x] Simple, easy-to-use design | ||
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### Step 2: More Features (Next 3-6 months) | ||
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- [ ] Let you export your data (CSV, sqlite file, json) | ||
- [ ] Support another market data API (Bring your own API keys) (example | ||
https://www.alphavantage.co) | ||
- [ ] Support Stock Splitting | ||
- [ ] Let you track more things like houses, gold, and cars | ||
- [ ] Enhance portfolio History calculation | ||
- [ ] Build install packages for the remaining platforms | ||
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### Step 3: Smart Tools (6-12 months) | ||
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- [ ] Advanced CSV import | ||
- [ ] Some portfolio analysis and insights | ||
- [ ] Add Monte-Carlo projection | ||
- [ ] Support another market data API | ||
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### Step 4: Growing (12-18 months) | ||
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- [ ] Make a mobile app that works with your phone securely | ||
- [ ] Connect with some brokers/ plateform to fetch and update activities automatically | ||
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### Step 5: Building a Community (18+ months) | ||
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- [ ] Add support for Options trading | ||
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### Always Doing | ||
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- Keeping the app safe and up-to-date | ||
- Making the app faster and bette using user feedback | ||
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We're building Wealthfolio to be a great alternative to online investment trackers. Our plan might | ||
change based on what users tell us they want, but we'll always focus on keeping your data private | ||
and helping you manage your money better. |
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