This is an expansion and port of https://thetortoise.io into a native application.
This is currently under development and not ready for general use.
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Define portfolios to use with accounts✅ - Basic portfolio management and investment forecasts
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Define portfolio YAMLs✅ -
Integrate investment returns into budget✅ - Create a long-term investment forecast dashboard
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- Simple monte carlo forecasting
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Vectorize the budget and investment algorithms✅ -
Return and display basic performance information✅
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Create and edit scenanrios via the UI✅ -
Simple version control for scenarios✅ - Better version control for scenarios
- Track budgets and goals over time
- Revert to previous versions
- Support multiple accounts with scheduled transfers
- Simulation support
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UI support✅
- Import portfolio holdings from CSV or account statement