lit. there are signs of wealth and riches (idiom); fig. have a knack for good business（Wealth Tracker is an application that focuses on personal asset analysis. Its core functions are to: comprehensively record and display the status of users' assets to help users easily understand the current state of their finances; and utilize AI capabilities to provide appropriate financial advice, taking into account the characteristics of each asset and the current environment.
Project Vision
Personal asset management has become increasingly important in today's diversified economic environment. It tends to be dispersed across various types of financial accounts and services, such as bank deposits and wealth management products, mobile payment platforms (e.g. WeChat Pay, Alipay), provident funds, MediShield accounts, money funds (e.g. BalanceBalance), bonds, various equity and fund products, real estate, precious metals, external borrowings (try not to make this allocation 🤫), and other investments, etc. (For some of you , perhaps there are also loans, arrears and other liabilities). The amounts in these accounts are constantly changing, making it a challenge to get a quick and accurate picture of one's total assets.
This project aims to provide an efficient and intuitive solution to the fragmentation and complexity in personal asset management.lit. there are signs of wealth and riches (idiom); fig. have a knack for good businessFocusing on account balance and overall amount, it avoids getting deeply involved in the trivial details of individual receipts and expenditures. Its goal is to help users reveal the overall trend of their personal assets by simplifying the operation process and enabling them to easily record and gain insight into their financial information through a user-friendly interface. To learn more, please move to the blog post:Wealth Tracker | Your own asset tracking and analysis tool。
Core Features
- Simple and easy-to-use interface: Users can get started quickly in a few simple steps without any complex financial knowledge.
- Rich data visualization: Visualize changes in assets through charts and graphs to help users easily grasp their financial situation.
- Flexibility in local deployment: Where it is deployed is up to the user, ensuring data privacy, security, and scalability.
- Open source code architecture: The source code of the project is completely open and contributions are welcome to continuously improve and refine the functionality of the tool.
With these features, we hope to build a user-friendly, transparent and trustworthy personal financial analysis tool to help users have a more comprehensive grasp of their financial situation.
Online Experience
In order for you to visualizelit. there are signs of wealth and riches (idiom); fig. have a knack for good business features and functionality that have been used on the serverpm2 A demo version is deployed. The demo environment is populated with simulated data to allow you to fully experience the features. Whether you want to evaluate the utility of the tool or are just curious to see what it can do for you, please visit the link below to try it out:
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Please note that this is a public demo environment, so please do not enter any real personal financial information into it. It is recommended that after your experience, you consider deploying and using "Wealthy Trace" in your own environment, following the guidance in this document, to ensure the privacy and security of your financial data.
If you encounter any problems or have feedback during the use of the program, please feel free to contact us through the program'sGitHub PageGet in touch with us. Your valuable comments will help us to continuously improve this tool to better meet the needs of our users.
precondition
Describe the prerequisites that users need to prepare before installing and using the program, e.g., you need to install or upgrade the program.（>= 16.*), it is recommended to usePnpm maybeYarn as the preferred package management tool.
How is it used?
Using Docker
utilizationdocker compose：
version: '3.8'
services:
wealth-tracker:
image: nicejade/wealth-tracker
container_name: wealth-tracker
ports:
- '8888:8888'
volumes:
- ./data:/app/data
restart: unless-stopped
volumes:
data:
This starts the service in the background and has the same effect as the followingdocker run command is the same. Using Docker Compose makes it easier to manage multiple containers and the configuration is easier to read and maintain.
or docker run：
docker run -d -p 8888:8888 -v "$(pwd)/data:/app/data" nicejade/wealth-tracker
If you are deploying locally, simply open the URL - thehttp://localhost:8888 can be accessed. If running on a server, it can be accessed via http://[Server-IP]:8888, or you can specify another port.
utilization
# clone project
git clone /nicejade/
# install & run for client
cd client && pnpm i && pnpm start
# install & run for srever
cd server && pnpm i && pnpm start
The client side of this project usesSvelte framework, based onVite built, defaults to5173 port, just open the URL -http://localhost:5173 Accessible.
origin of the name
In the early stages of project development, there was a Chinese name for the application: "Wealth Tracker" (English name:Wealth Tracker). At first glance, the name was simple and seemed to fit the product concept perfectly. However, as development progressed, its limitations became apparent:
- Overly broad conceptual scope:: The term "wealth" is very broad and encompasses not only monetary assets, but may also refer to intangible values such as time, knowledge, experience and even beauty.
- Functional positioning is not precise enough: The application actually focuses on tangible assets that can be accurately counted and recorded and are already in place, rather than tracking all forms of "wealth" in general.
This cognitive update led to a rethinking of the product positioning and naming. Two inspirational idioms came to mind: "lit. there are principles behind making money (idiom); fig. have a knack for good business" and "lit. there are techniques for making money (idiom); fig. have a knack for good business"; and the core function of the app is precisely to record the trajectory of asset growth. Based on this inspiration, we finally decided to name the app "lit. there are signs of wealth and riches (idiom); fig. have a knack for good business". The name cleverly combines several elements:
- The word "trace" is cognate with "record", suggesting a recording function.
- "Sheng" is the same as "liter", symbolizing the growth of assets.
- The overall concept of "generating wealth" has been retained, in line with the original asset theme.
The new name, "Sheng Cai You Zhi Trace", not only accurately reflects the product's functional positioning and conveys the product's concept, but also contains good wishes for the growth of the user's assets, and we hope that you will like it as well.
support sth.
lit. there are signs of wealth and riches (idiom); fig. have a knack for good businessThe project is open source and free, however it takes time and effort to design and code. If you are satisfied with its use, please consider making a small donation in one of the following ways:
WeChat Swipe Sponsor
roadmap (also fig.)
"The project is in an active design and development phase, striving to strike a balance between feature-richness and ease of use to meet the growing needs of users in managing their personal finances. Future development priorities include enhancing data visualization capabilities, strengthening data security, and improving AI-assisted analysis.
Special thanks
The development process of this project relies on and benefits from the following excellent open source technologies and tools (not all included). They not only provide powerful functionality, but also facilitate the efficient development and stable operation of the project.
- Svelte: As an emerging front-end framework, Svelte makes our web applications lighter and more efficient with its innovative compile-time technology. It reduces the amount of sample code we need to write while improving runtime performance.
- TailwindCSS: By providing pragmatic CSS classes, TailwindCSS greatly simplifies the process of styling. It allows us to quickly build beautiful and responsive user interfaces while keeping the code clear and maintainable.
- Vite: As a modern front-end builder, Vite greatly improves our development efficiency through its fast cold start and instant module hot updates. It utilizes native ES module features to make project building more efficient.
- Flowbite: Providing a range of pre-built components and templates, Flowbite has greatly accelerated our development process. It helped us quickly implement complex user interface elements while keeping the code customizable and maintainable.
- Axios: As a Promise-based HTTP client, Axios simplifies the interaction with APIs in our web applications. Its ease of use and broad feature set make it easy to handle HTTP requests and responses.
- : is a lightweight JavaScript date library that provides an intuitive API for working with dates and times. It makes it easy and reliable to handle complex date calculations in our applications.
- As an efficient JavaScript runtime environment, server-side development has never been easier or faster. Its event-driven and non-blocking I/O model greatly improves the performance and responsiveness of our applications.
- Fastify: This high-performance web framework provides us with a simple and powerful interface to build RESTful APIs, and its low overhead and high scalability make our back-end services both fast and stable.
- SQLite3: As a lightweight database engine, SQLite3 provides us with a local storage solution that requires no configuration. Its simplicity and efficiency make it easy for developers to manage data when deploying applications locally.
- Sequelize: As a powerful ORM framework, Sequelize provides us with a simple and intuitive way to manage database relationships. Its flexibility and feature richness allow us to easily implement complex data operations and queries.
I would like to express my great respect and heartfelt gratitude to the developers and community of the above technologies and tools ❤️. It is thanks to their outstanding contributions thatlit. there are signs of wealth and riches (idiom); fig. have a knack for good businessIt is only possible to build successfully and continue to optimize. Also, thanks to such asChatGPT、Github Copilot、Poe、Kimi and other AI tools provide invaluable support during the development process, and they significantly improve productivity and experience.