{"id":50717624,"url":"https://github.com/ptbsare/wealth-manager","last_synced_at":"2026-06-09T20:01:45.996Z","repository":{"id":363624184,"uuid":"1264103291","full_name":"ptbsare/wealth-manager","owner":"ptbsare","description":null,"archived":false,"fork":false,"pushed_at":"2026-06-09T17:34:43.000Z","size":128,"stargazers_count":0,"open_issues_count":0,"forks_count":0,"subscribers_count":0,"default_branch":"main","last_synced_at":"2026-06-09T18:17:54.932Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":null,"language":"Python","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"gpl-3.0","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/ptbsare.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":"LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":null,"dco":null,"cla":null}},"created_at":"2026-06-09T15:03:52.000Z","updated_at":"2026-06-09T17:35:53.000Z","dependencies_parsed_at":null,"dependency_job_id":null,"html_url":"https://github.com/ptbsare/wealth-manager","commit_stats":null,"previous_names":["ptbsare/wealth-manager"],"tags_count":null,"template":false,"template_full_name":null,"purl":"pkg:github/ptbsare/wealth-manager","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/ptbsare%2Fwealth-manager","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/ptbsare%2Fwealth-manager/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/ptbsare%2Fwealth-manager/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/ptbsare%2Fwealth-manager/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/ptbsare","download_url":"https://codeload.github.com/ptbsare/wealth-manager/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/ptbsare%2Fwealth-manager/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":34123172,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-05-26T15:22:16.424Z","status":"online","status_checked_at":"2026-06-09T02:00:06.510Z","response_time":63,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2026-06-09T20:01:45.208Z","updated_at":"2026-06-09T20:01:45.991Z","avatar_url":"https://github.com/ptbsare.png","language":"Python","funding_links":[],"categories":[],"sub_categories":[],"readme":"# Wealth Manager\n\nA comprehensive wealth management application for tracking stock holdings, dividends, and dividend calendar with mobile-friendly UI.\n\n## Features\n\n- 📊 **Portfolio Tracking**: Track holdings with cost, quantity, and real-time market value\n- 💰 **Dividend Calendar**: View upcoming dividend payments with color-coded dates (🔵Record, 🟠Ex-dividend, 🟢Pay)\n- 📈 **Dividend Yield**: Calculate dividend yield for each holding\n- 🎯 **Payback Progress**: Track how much of your investment has been recovered through dividends\n- 📧 **Email Notifications**: Get notified before dividend payments via SMTP\n- 🤖 **MCP API**: RESTful API with authorization header for LLM integration\n- 📱 **Mobile-Friendly**: Responsive design optimized for mobile devices\n- 🌓 **Theme Support**: Light, dark, and auto themes\n- ⚡ **Caching**: Dividend data cached for 24 hours for fast loading\n\n## Tech Stack\n\n- **Backend**: FastAPI + SQLite\n- **Frontend**: Modular HTML/CSS/JavaScript (vanilla, no framework)\n- **Stock Data**: BaoStock (baostock package)\n- **Package Manager**: UV\n\n## Quick Start\n\n### Run with UV\n\n```bash\ngit clone https://github.com/ptbsare/wealth-manager.git\ncd wealth-manager\nuv sync --extra dev\nuv run uvicorn app.main:app --host 0.0.0.0 --port 8000\n```\n\nThen open http://localhost:8000 in your browser.\n\n## Project Structure\n\n```\nwealth-manager/\n├── app/                    # Application code\n│   ├── api/               # API routes\n│   ├── models/            # Data models\n│   ├── services/          # Business logic\n│   └── templates/         # HTML templates\n├── static/                # Static files\n│   ├── css/style.css\n│   ├── js/app.js\n│   └── manifest.json\n├── tests/                 # Test suite (54 tests)\n├── data/cache/            # Cached dividend data\n├── pyproject.toml         # UV project configuration\n├── LICENSE                # GPLv3 License\n└── README.md              # This file\n```\n\n## API Endpoints\n\n### Holdings\n- `GET /api/holdings` - List all holdings\n- `POST /api/holdings` - Add a new holding\n- `PUT /api/holdings/{id}` - Update a holding\n- `DELETE /api/holdings/{id}` - Delete a holding\n\n### Dividends\n- `GET /api/dividends/calendar` - Get dividend calendar\n- `POST /api/dividends/fetch-from-baostock` - Auto-fetch dividends\n\n### Settings\n- `GET /api/settings` - Get settings\n- `PUT /api/settings` - Update settings\n\n### MCP (LLM Integration)\n- `GET /mcp/holdings` - Get holdings (requires Authorization header)\n- `GET /mcp/dividends` - Get dividends\n- `GET /mcp/calendar` - Get dividend calendar\n\n## License\n\nThis program is free software: you can redistribute it and/or modify\nit under the terms of the GNU General Public License as published by\nthe Free Software Foundation, either version 3 of the License, or\n(at your option) any later version.\n\nSee [LICENSE](LICENSE) for the full license text.\n\n## Contributing\n\nContributions are welcome! Please feel free to submit a Pull Request.\n\n## Disclaimer\n\nThis software is for educational and research purposes only. \nStock data is provided by BaoStock. Always verify data independently \nbefore making investment decisions.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fptbsare%2Fwealth-manager","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fptbsare%2Fwealth-manager","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fptbsare%2Fwealth-manager/lists"}