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Here is a draft of my vision to this project. Any ideas are welcome:

Vision

To help individuals build their wealth by providing a safe, privacy-focused and easy-to-use tool to track their investments and goals.

Strategy

  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

What We Believe In

  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.

Roadmap

Step 1: The Basics (Now)

  • Track your investments
  • Store data on your computer
  • Simple, easy-to-use design

Step 2: More Features (Next 3-6 months)

  • 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

Step 3: Smart Tools (6-12 months)

  • Advanced CSV import
  • Some portfolio analysis and insights
  • Add Monte-Carlo projection
  • Support another market data API

Step 4: Growing (12-18 months)

  • Make a mobile app that works with your phone securely
  • Connect with some brokers/ plateform to fetch and update activities automatically

Step 5: Building a Community (18+ months)

  • Add support for Options trading

Always Doing

  • Keeping the app safe and up-to-date
  • Making the app faster and better using user feedback

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.