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 — Module structure, dependency rules, and tech stack
• Fintech Data Ingestion Blueprint — 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.

See Also

• PersonalFinanceHub — Foundational financial concepts.
• DataEngineeringHub — Generic pipeline and modeling patterns.
• GenerativeAIHub — Building agentic features on top of Wealthview data.