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| 1 | +Here is a draft of my vision to this project. Any ideas are welcome: |
| 2 | + |
| 3 | +## Vision |
| 4 | + |
| 5 | +To help individuals build their wealth by providing a safe, privacy-focused and easy-to-use tool to |
| 6 | +track their investments and goals. |
| 7 | + |
| 8 | +## Strategy |
| 9 | + |
| 10 | +1. Build a polished application that focuses on the essentials |
| 11 | +2. Underdo the competition by offering a simpler, more focused alternative |
| 12 | +3. Fight feature creep and resist creating a bloated app |
| 13 | +4. Avoid complexity at all costs |
| 14 | +5. Provide clear insights on how your portfolio is performing against your goals |
| 15 | + |
| 16 | +## What We Believe In |
| 17 | + |
| 18 | +1. Your Privacy: Your money info stays on your computer. You retain complete control over your |
| 19 | + financial information.. |
| 20 | +2. Easy to Use: Anyone can track their investments with our simple design. |
| 21 | +3. No Hidden Costs: Free or Pay once to support. Use forever—no surprise fees or subscriptions. |
| 22 | +4. Lots of Features: Track many types of investments and use helpful tools. |
| 23 | +5. Beautiful, Focused, and Boring App: We believe in crafting an app that's visually appealing yet |
| 24 | + doesn't distract from its core purpose. |
| 25 | + |
| 26 | +## Roadmap |
| 27 | + |
| 28 | +### Step 1: The Basics (Now) |
| 29 | + |
| 30 | +- [x] Track your investments |
| 31 | +- [x] Store data on your computer |
| 32 | +- [x] Simple, easy-to-use design |
| 33 | + |
| 34 | +### Step 2: More Features (Next 3-6 months) |
| 35 | + |
| 36 | +- [ ] Let you export your data (CSV, sqlite file, json) |
| 37 | +- [ ] Support another market data API (Bring your own API keys) (example |
| 38 | + https://www.alphavantage.co) |
| 39 | +- [ ] Support Stock Splitting |
| 40 | +- [ ] Let you track more things like houses, gold, and cars |
| 41 | +- [ ] Enhance portfolio History calculation |
| 42 | +- [ ] Build install packages for the remaining platforms |
| 43 | + |
| 44 | +### Step 3: Smart Tools (6-12 months) |
| 45 | + |
| 46 | +- [ ] Advanced CSV import |
| 47 | +- [ ] Some portfolio analysis and insights |
| 48 | +- [ ] Add Monte-Carlo projection |
| 49 | +- [ ] Support another market data API |
| 50 | + |
| 51 | +### Step 4: Growing (12-18 months) |
| 52 | + |
| 53 | +- [ ] Make a mobile app that works with your phone securely |
| 54 | +- [ ] Connect with some brokers/ plateform to fetch and update activities automatically |
| 55 | + |
| 56 | +### Step 5: Building a Community (18+ months) |
| 57 | + |
| 58 | +- [ ] Add support for Options trading |
| 59 | + |
| 60 | +### Always Doing |
| 61 | + |
| 62 | +- Keeping the app safe and up-to-date |
| 63 | +- Making the app faster and bette using user feedback |
| 64 | + |
| 65 | +We're building Wealthfolio to be a great alternative to online investment trackers. Our plan might |
| 66 | +change based on what users tell us they want, but we'll always focus on keeping your data private |
| 67 | +and helping you manage your money better. |
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