Wealth Manager V4

A web app deigned for managing your home wealth, especially funds and insurances.

Official Site

Overview: Show wealth distribution like percentage and amount of each investment approaches.
Funds: List each funds you have held and calculate the ROR (Rate of Return) and AROR (Annualized Rate of Return) to help you catch the good buy/sell opportunities.
Insurances: List each insurances you held and send email notice before renew date.
Common: Support multi-accounts under a single user.

cd wealth-manager-front-end/
yarn
yarn dev

Released at 2022-01-22
Repos:
- Client: https://github.com/netbeen/wealth-manager-front-end
- Server: https://github.com/netbeen/wealth-manager-serverless-api
Technology Stack
- Client: Typescript, React, Umi.js, Ant Design, Ant Design Mobile, BizCharts
- Server: Typescript, Node.js, Midway Serverless
- Data: MongoDB
Architecture
- Cloud Native: Deploy client on Vercel.com, APIs on Alibaba Cloud Serverless
- Client Framework: Refactor client logic using Umi.js
- Typescript: Restrict type on both client and server
Feature:
- Multiple Account: Enable multi-account for virtual account management, like co-account, permission control using RBAC
- Mobile Default: Design layout for mobile device access
- AROR Algorithm Update: Update algorithm of AROR to IRR
- Insurance Management: List insurances you hold and remind you when approaching renew date.

Released at 2019-01-20
Repo: https://github.com/netbeen/wealth-manager
Technology Stack
- Client: React, React Router, AISC, G2
- Server: Node.js, Egg.js, Sequelize
- Data: MySQL
Architecture
- React: Refactor all the client logic using React
- Service Worker: Cache responses using Workbox
- Server Framework: Refactor all the server logic using Egg.js, instead of Express
- Container: Maintain system dependency in dockerfile
Feature
- Dark Mode: Enable dark mode
- Multiple User: Enable sign in / sign out to support multiple users

Released at 2016-09-30
Repo: https://github.com/netbeen/FundManagerWeb
Technology Stack
- Client: jQuery, Bootstrap, ECharts
- Server: Node.js, Express
- Data: MySQL
Architecture
- B/S: Change to B/S architecture to run crawler and reminder 24h
- Storage: store transaction data using MySQL
Features
- Wealth Dashboard: Calculate percentage and amount of each invest approaches.
- Buy/Sell Opportunities Reminder: Notice via email when AROR reaches 15%

Released at 2016-01-12
Repo: https://github.com/netbeen/FundManager
Technology Stack
- Client: JavaScript, ECharts
- Generator: Python, urllib
Features
- Grab funds price data using crawler
- Calculate AROR using transactions stored in config file
- Visualization using EChart