Development status
Contributions and feature ideas are warmly welcome!
TODO MOVE THIS LIST TO GITHUB ISSUES AND MILESTONES
[X] Chapter 1: Portfolio
[X] Create a tree structure with
Lines
andFolders
[X] Pretty command-line printing with
rich
[X] Define
Targets
with colorful rendering[X] Create
Bucket
andSharedFolder
objects to consider multiple lines as a unique position[X] Fetch real-time investment amounts from Finary using
finary_api
[X] Folders can be displayed as expanded, collapsed or look like a single line
[ ] Chapter 2: Publish to GitHub
[X] Nice GitHub landing page (hopefully) just to have fun
[X] Demo file with comments
[X] Create a central Assistant class instead of a main function
[X] Parse options in command line
[X] Remove the need for the install script using syspath appends
[X] Auto-login using environment variables (bypass relative loads from finary_api)
[X] Learn to do versioning, releases, PEP8, …
[X] Write a simple dry-run test to make sure dependencies are present
[X] Write detailed instructions to create your own config
[ ] Documentation? Wait to see if people are interested
[ ] Chapter 2: Analyzer
[ ] Print a table with asset classes, types, envelopes, amounts, …
[ ] Graphs of percentages for asset classes
[ ] Define envelope types (e.g. PEA, AV, PER, …) and show the tax status (blocked, highly taxed, optimal)
[ ] TODO Statistics, others?
[ ] Chapter 3: Simulator
[ ] Create an event-based simulation engine
[ ] Declare yearly (or monthly?) life objectives, events, and income
[ ] Display a graph of the entire portfolio evolution
[ ] Model the evolution of each investment (with optimistic-pessimistic probabilities), propagate uncertainties through time
[ ] Define a Scenario that describes portfolio operations (e.g. transfer funds, spend x € on investment y)
[ ] Define investment constraints and effects (e.g. PER blocked until a set event, tax effects)
[ ] Simulate taxes
[ ] Plot the full portfolio nicely as the tax-deducted evolution, classified as available/taxed/blocked
[ ] Chapter 4: Assistant
[ ] Programmable rules to invest your salary each month
[ ] Rich display on terminal
[ ] Yearly PEA/AV/CTO vs. PER optimisation fiscale (like ramify)
[ ] SAT solver-based AI-like assistant that optimizes taxes and evolution to meet life goals
[ ] Chapter 5: Optional
[ ] Create a web dashboard? Open to contributions 🙂
[ ] Regular backup of the portfolio tree for archive?
[ ] Monte Carlo simulation instead of probabilities?
[ ] Customizable Monte Carlo with personal beliefs (e.g. climate crisis effects)?