生财有迹 (Wealth Tracker) is a personal asset analysis application designed for individuals seeking to understand and manage their finances. It offers a comprehensive overview of users' assets, providing insights into their financial status and leveraging AI for personalized financial advice.

How It Works

The application focuses on tracking account balances and overall asset values, abstracting away granular transaction details. It utilizes a Svelte frontend built with Vite for a responsive user interface and a Node.js backend powered by Fastify. Data persistence is handled by SQLite3, with Sequelize as the ORM. Integration with AI services like OpenAI is included for enhanced financial recommendations.

Quick Start & Requirements

• Docker: docker-compose up -d or docker run -d -p 8888:8888 -v "$(pwd)/data:/app/data" nicejade/wealth-tracker:latest
• Node.js: Version 16+ recommended. pnpm or yarn as package managers.
• Development: Requires pnpm and lerna globally.
• Demo: https://fund.lovejade.cn/ (Public, do not use real data)
• Docs: 生财有迹路线图

Highlighted Details

• Local deployment for data privacy and security.
• AI-powered financial advice integration.
• Data visualization through charts and graphs.
• Open-source code with community contribution welcome.

Maintenance & Community

The project is actively developed, with a roadmap available. Community feedback is encouraged via GitHub Issues.

Licensing & Compatibility

• License: MIT
• Compatibility: Permissive for commercial use and closed-source linking.

Limitations & Caveats

The project is in active development, with a focus on balancing features and usability. Future enhancements include improved data visualization, security, and AI capabilities.