Wall-ET

A modern, interactive financial dashboard built with Plotly Dash for tracking your stock portfolio, mutual funds, loans, credit cards, and other investments.

Features

• Portfolio Overview

  • Net worth trajectory
  • Asset allocation
  • Current portfolio status

• Stock Portfolio

  • Interactive datatable with sorting/filtering
  • Performance tracking
  • Price comparison

• Mutual Funds

  • Fund performance tracking
  • NAV history
  • Investment analysis

• Other Investments

  • Track alternative investments
  • Performance metrics

• Loans

  • Loan tracking and analysis
  • Payment schedules

• Credit Cards

  • Credit card management
  • Balance tracking

• Savings Accounts

  • Interest tracking
  • Balance management

• Market Data

  • Market trends and analysis
  • Stock performance metrics

Setup

1. Clone the repository:

git clone https://github.com/yourusername/Wall-ET.git
cd Wall-ET

2. Create a virtual environment and activate it:

python -m venv venv
# On Windows:
venv\Scripts\activate
# On Unix/MacOS:
source venv/bin/activate

3. Install dependencies:

pip install -r requirements.txt

4. Prepare your data files:

   • Place your data files in the appropriate subdirectories under the assets folder
   • See subdirectories for specific data formats required

5. Run the application:

python app.py

6. Open your browser and navigate to http://127.0.0.1:8050

Data Organization

The application expects data files in the following locations:

• assets/Stocks/ - Stock portfolio data
• assets/MutualFunds/ - Mutual fund data
• assets/OtherInvestments/ - Other investment data
• assets/SavingsAccounts/ - Savings account data
• assets/CreditCards/ - Credit card data
• assets/PersonalFiles/ - Personal financial data

Security Note

This application is designed for local use. For production deployment:

1. Implement proper authentication
2. Use secure data storage
3. Enable HTTPS
4. Follow security best practices for handling financial data

Utilities

The application includes several utility scripts in the utils directory:

• mf_excel_converter.py - Convert mutual fund data from Excel format
• mutual_fund_utils.py - Utilities for handling mutual fund data
• portfolio_utils.py - Portfolio management utilities
• stock_data.py - Stock data handling utilities

Requirements

See requirements.txt for a full list of dependencies. Key components include:

• dash==2.15.0
• dash-bootstrap-components==1.5.0
• pandas==2.1.2
• plotly==5.18.0
• yfinance==0.2.33

Contributing

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.