folioman

Portfolio manager and analysis tools for investments in Indian mutual funds, stocks and other digital assets.

Pre-requisites

folioman requires docker and docker-compose installed in your system

• Install docker
• Install docker-compose

Setup

To run the project, create a file called .env in the api folder based on the template api/env.template and run

docker-compose up --build

Once the process is complete, visit the following urls to get started.

• http://localhost:8000 - frontend
• http://localhost:8000/admin/ - backend

The default username and password is given below; it can be changed from the backend dashboard.

username: admin
password: foliom4n

This will build the container images for backend, frontend and all dependent services and may take quite a while to finish.

Features

Asset classes

• Indian Mutual funds (Work_In_Progress)
• Indian Stocks (TODO)
• CryptoCurrencies (TODO)

Screenshots

Some screenshots are available in the screenshots folder

Warning

The code is a work in progress and is in pre-alpha / proof-of-concept stage. It may have many critical bugs and it may also go through major backward-incompatible changes.