{"repo":"krishnakuruvadi/portfoliomanager","free":true,"listed":false,"github":"https://github.com/krishnakuruvadi/portfoliomanager","clone":"git clone https://github.com/krishnakuruvadi/portfoliomanager.git","description":"Track financial goals using contributions to Shares, Restricted Stock Units, Employee Stock Purchase Plan, 401K, Gold, Crypto, Provident Fund, Sukanya Samriddhi, Mutual Funds","language":"Python","stars":90,"topics":["portfolio-manager","retirement-planning","finance-management","provident-fund","sukanya-samridhi","public-provident-fund","employee-provident-fund","fixed-deposit","goal-tracking","goal-planner"],"license":"GPL-3.0","category":"self-hosted-apps","readme_excerpt":"Portfolio Manager Other hosting options If you or someone you know is unable to self host this application but would greatly benefit from it, checkout us out at lukritive.com, our hosted site (with a 1 year trial for a limited time)! We have stopped the service due to lack of demand --- Be part of the community! Feel free to join our Discord. Let us know your feedback - what do you like? what needs improvement? what features would you like to see added? If you want to contribute to the repo and need help, you can reach us on discord as well. --- Intent To build a portfolio manager which can track and provide insights into a individual or family's financial interests. --- What is supported? - Users - Goals - Fixed Deposit - Recurring Deposit - ESPP (Employee Stock Purchase Plan) - RSU (Restricted Stock Units) - Shares - Crypto - Bank Accounts INDIA: - PPF (Public Provident Fund) - EPF (Employee Provident Fund) - SSY (Sukanya Samridhi Yojana) - Mutual Funds - Gold USA: - 401K --- Installation - Baremetal (Laptop/Desktop/Server) and Virtual Machine - Install Walkthrough - Docker - Install Walkthrough --- Upgrades - Baremetal (Laptop/Desktop/Server) and Virtual Machine - Upgrade Walkthrough - Docker - Upgrade Walkthrough --- Baremetal and Virtual Machine Deployment Method 1. Requirements - Python v3. Tested with v3.9, v3.10 - Libraries - macOS: - Ubuntu - Git v2.34.1 or above - Official Git Installation Walkthrough - Virtual Environment (optional) - Select and install your prefer","default_branch":null,"files":null,"tree":[],"storefront":"/r/krishnakuruvadi","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/krishnakuruvadi/portfoliomanager/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}