📖 Tutorials

Looking for a step-by-step guide to understand each concept available in Finalynx? Have a look a the examples/tutorials folder in the Github repository! It contains incremental instructions on how to build your own portfolio configuration and use Finalynx with is customizable options. Here is the table of contents:

1. Basics

Learn how to use the general tool’s features before diving into your investments portfolio:

• Tutorial 1: Minimal configuration

• Tutorial 2: Set your console theme

• Tutorial 3: Control login & cache

• Tutorial 4: Exporting to JSON

• Tutorial 5: Console display options

• Tutorial 6: Launching the dashboard

• Tutorial 7: Fetch from other sources than Finary

2. Portfolio

Now, you can set your own portfolio tree and watch your structure be built once you run Finalynx!

• Tutorial 1: Define your portfolio structure

• Tutorial 2: Buckets

• Tutorial 3: Asset classes and expected performance

• Tutorial 4: Targets

• Tutorial 5: Envelopes

3. Simulation

Simulate your portfolio’s future by adding your planned life events and salaries. Finalynx will automatically balance your investments based on the targets you have defined!

• Tutorial 1: Basic configuration

• Tutorial 2: Portfolio structure template for simulations

3. Budget

Track your daily expenses and classify them to get monthly and yearly statistics.

• Tutorial 1: Track your daily expenses to have a personal budget.

Check back soon for more features, or contribute to see them appear here! 😄

Note

Something’s not clear or missing from these tutorials? Please open a discussion and we’ll be happy to improve them or help you with your custom configuration!