Wealth Tracker: Your Open-Source Solution for Personal Asset Management

——AI-Powered Financial Tracking and Analysis

The Modern Asset Management Challenge

In today’s complex financial landscape, personal assets scatter across bank accounts, payment platforms, investment products, and properties. How often have you:

• Spent hours consolidating balances from 8+ platforms?
• Struggled to determine your true net worth?
• Felt uncertain about adjusting investments during market shifts?

Wealth Tracker (生财有迹) solves these pain points—an open-source tool combining intuitive asset tracking with AI-driven financial insights.

Core Capabilities: Beyond Basic Tracking

1. Unified Financial Dashboard

• Holistic View: Aggregates bank accounts, mobile payments, real estate, and investments
• Trend Visualization: Auto-generates monthly/annual asset fluctuation charts
• Allocation Breakdown: Color-coded pie charts showing asset distribution

2. AI-Powered Financial Guidance

• Portfolio Diagnostics: Identifies imbalances (e.g., “Cash reserves exceed recommended 20%”)
• Contextual Recommendations: Suggests adjustments based on market conditions
• Risk Alerts: Flags over-concentration in volatile assets

3. Self-Hosted Data Security

# Docker deployment template
version: '3.8'
services:
  wealth-tracker:
    image: nicejade/wealth-tracker:latest
    volumes:
      - ./data:/app/data  # Local data storage

Zero cloud dependency ensures complete privacy

4. Multilingual Accessibility

Supports English, French, Japanese, Simplified and Traditional Chinese interfaces

Experience in 5 Minutes

Live Demo Environment

Visit https://fund.lovejade.cn/ to explore sample data

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⚠️ Critical Note: This public demo uses simulated data—never enter real financial details

Deployment Options

Option 1: Docker Container (Recommended)

# Single-command launch
docker run -d -p 8888:8888 -v "$(pwd)/data:/app/data" nicejade/wealth-tracker:latest

Access at: http://localhost:8888

Option 2: PM2 Production Deployment

# Clone repository
git clone https://github.com/nicejade/wealth-tracker.git
cd wealth-tracker

# Install dependencies
npm i pm2 pnpm lerna -g
pnpm i

# Build and launch
npm run build
npm run start  # PM2 process management

Management commands:

• npm run stop: Service shutdown
• npm run restart: Application reboot
• npm run logs: Real-time monitoring

Technical Architecture

Development workflow:

# Launch frontend (Port 5173)
cd client && npm start

# Launch backend
cd server && npm start

Wealth Journal: Your Financial Decision Hub

Unique “Financial Insights” feature:

1. Record Critical Choices
   “March 2024: Increased tech stocks to 20% anticipating AI industry growth”
2. Create Strategy Templates
   “Reduce gold holdings by 5% when prices exceed $2000/oz”
3. Asset Tagging
   Notes automatically link to relevant accounts

Practical Implementation Guide

How to Track Assets Step-by-Step

1. Add Asset Categories

   • Bank accounts
   • Investment portfolios
   • Real estate
   • Digital payments

2. Configure Value Updates

   • Manual entry
   • Automatic API sync (future update)

3. Generate Reports

   graph LR
   A[Asset Input] --> B[AI Analysis]
   B --> C[Visual Dashboard]
   C --> D[Exportable PDF]
   

Frequently Asked Questions

1. Where is my financial data stored?

All data remains locally secured:

• Docker deployments: ./data/wealth.db directory
• PM2 installations: Project-root /data folder
  Zero cloud transmission ensures maximum security

2. Does this work on mobile devices?

Fully responsive design adapts to:

• Phones: Card-based overview
• Tablets: Dual-panel analytics
• Desktops: Full dashboard control

3. How reliable are AI recommendations?

Three-layer analysis framework:

1. Asset-specific evaluation (liquidity/risk profile)
2. Historical performance comparison
3. Macroeconomic indicator assessment

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Note: Always validate suggestions with personal judgment

4. Can I import existing financial data?

Current version supports manual entry—CSV import functionality is roadmap-planned

Future Development Path

2024 Priority Enhancements:

• [ ] Payment platform APIs (WeChat Pay/Alipay)
• [ ] Liability management module
• [ ] Multi-user household support
• [ ] Mobile app packaging

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Full roadmap: Wealth Tracker Development Plan

Open-Source Acknowledgments

Built upon these exceptional technologies:

Special recognition to:

• OpenAI for intelligent analysis capabilities
• Augment Code for developer productivity enhancement

Support Ongoing Development

License Information

Open-source license: MIT License
Copyright © 2024 逍遥自在轩

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Source repository: https://github.com/nicejade/wealth-tracker

Further Exploration

• Asset Allocation Fundamentals
• Open-Source Development Journal
• Personal Finance Strategies

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Final Reminder: Financial decisions require prudence—tool recommendations are informational only. Regularly back up your data directory (/app/data). May your wealth grow with clear visibility!