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 and Folders

    • [X] Pretty command-line printing with rich

    • [X] Define Targets with colorful rendering

    • [X] Create Bucket and SharedFolder 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)?