sekouperry/wealthbot

Use wealthbot.io to easily setup your own wealth management platform

wealthbot.io

Wealth Management, Set Free

Hi, I'm wealthbot.io. Webo for short. I'm an open source wealth management platform. I help Investment Advisors profitably serve the mass affluent.

Use Cases

• Help human investment advisors compete with robo-advisors
• Build your own SaaS robo-advisor
• Manage a personal portfolio
• Run multiple RIA firms under a single installation

Modules

• Admin Control Panel - manage wealthbot.io installation, including RIA and Client accounts.
• Client Dashboard - beautiful transaction, holding and performance reports on any screen.
• RIA Portal - define asset classes and representative securities, setup custom portofilios and multi-tiered billing, create your own risk profile questionnaire, manage clients and document workflows.
• Rebalancer - automatically rebalance client portfolios to match target allocations at the household or account-level, ad-hoc or on an set schedule.
• Portfolio Accounting System - integrate with custodians to verify customer demographics and reconcile transactions placed by the Rebalancer.

Yea, We've Got That

• Tax loss harvesting
• Custom portfolio models
• Custom risk profiling
• Integration with financial custodians
• Automated onboarding, document flow and e-signing
• Cash generating transactions while maintaining target asset allocation
• Muni substitiution

Demo

Go to http://demo.wealthbot.io to play with all the features before installing.

Installation

Prereqs:

• Install Vagrant and Virtual Box
• You'll need an NFS plugin. Once vagrant is installed run: vagrant plugin install vagrant-bindfs

And now, our super-simple, 3-step install

1. git clone https://github.com/wealthbot-io/wealthbot
2. Add 192.168.56.105 local.wealthbot.io to your etc/hosts file
3. cd wealthbot/vagrant and run vagrant up

If you prefer your instructions via Youtube

Go grab a coffee or a beer ... this will take a while the first time you run it.

Once complete, simply go to http://local.wealthbot.io in your browser to see the wealthbot.io demo landing page.

Note: To use the app you'll need to setup an SMTP server with authentication. The config is in wealthbot/app/config/parameters.yml. Digital Ocean has a good writeup on how to use your Gmail account for this.

If you want to take a look around your vagrant box you can vagrant ssh. The config is located in wealthbot\vagrant\puphpet\config.yaml

We strongly recommend running all console commands inside the vagrant box.