Wealthview Hub: Personal Finance Platform

Wealthview is a professional-grade, self-hosted platform designed for high-fidelity financial tracking and modeling. It bridges the gap between simple spreadsheets and complex SaaS platforms, giving users full ownership of their financial data.

Platform Architecture

- [Wealthview Architecture Blueprint](WealthviewArchitectureBlueprint) — Module structure, dependency rules, and tech stack

- [Fintech Data Ingestion Blueprint](FintechDataIngestionBlueprint) — Aggregator integration (Plaid) and transaction normalization

Core Domains

Investment Portfolio Tracking

- **Automated Cost Basis**: Multi-lot accounting computed from transaction history.

- **Multi-Currency Support**: Tenant-managed exchange rates for global portfolios.

- **Price Feeds**: Daily sync with Finnhub and historical backfill.

Rental Property Management

- **Performance Analytics**: Hold-vs-sell ROI and cash flow reporting.

- **Tax-Aware Modeling**: Cost-segregation depreciation and loan amortization.

Retirement Projections

- **Monte Carlo Simulations**: Guardrail spending optimization with block-bootstrap returns.

- **Tax Strategies**: Roth conversion modeling and per-pool withdrawal transparency.

Deployment & Operations

- **Multi-Tenant Design**: JWT-based isolation with invite-gated registration.

- **Self-Hosted**: Docker-first deployment for private infrastructure.