wealth-os 0.1.2

A comprehensive open-source wealth management tool.

WealthOS

WealthOS is a modern, privacy‑first portfolio tracker with a fast CLI, a clean web UI (Next.js), and extensible data sources. It focuses on crypto first and stays flexible for other assets.

Highlights

• Clean dashboard with KPIs, allocation, P&L over time, top holdings, and recent activity
• Multi‑account filtering, dark mode, centered responsive layout
• Powerful transactions tables (edit in dialog, batch delete, sort/filter, column visibility)
• Robust API (FastAPI) and CLI (Typer) for full control and automation
• CSV import/export, charts, and PDF reports

Install

• Python 3.11+ required
• Optional for UI: Node.js 18+ (only needed to build/run the Next.js UI)

From PyPI (recommended):

• pip install wealth-os
• Or with pipx: pipx install wealth-os (great for a standalone CLI)

From source (developers):

• uv sync to install local deps into the virtualenv

Quick Start

1. Configure environment

• Copy .env.example to .env
• Set COINMARKETCAP_API_KEY=... and/or COINDESK_API_KEY=... for price data (optional)
• Optionals: WEALTH_DB_PATH=wealth.db, WEALTH_BASE_CURRENCY=USD

2. Initialize the DB

• wealth init
• Seed demo data (optional): wealth seed

3. Run API + UI

• Production UI: wealth ui
  • Force rebuild if needed: wealth ui --build
  • Custom ports: wealth ui --ui-port 4000 --api-port 8002
• Dev UI: wealth ui --dev

CLI Essentials

• Help: wealth --help
• Accounts: wealth account add|list|update|remove
• Transactions: wealth tx add|list|update|remove
• Prices: wealth price quote|sync
• Portfolio: wealth portfolio summary|chart
• CSV: wealth import csv ... / wealth export csv ...
• Reports: wealth report generate

Web UI Overview

• Dashboard: KPIs, Portfolio Allocation, Realized P&L, Top Holdings by Value, Recent Activity
• Accounts: Grid of accounts; click to open an account view
• Account View: KPIs scoped to that account, allocation, P&L, volume, and a full transactions table
• Transactions: Full DataTable with edit, delete, batch operations, filtering, column visibility

Design

• Centered content on large screens; clean spacing; dark mode toggle in the sidebar
• Accessible controls and meaningful labels (e.g., “Trade Volume (Buy vs Sell)”, “Recent Activity”)

Development

• Run tests: uv run pytest -q
• Lint/typecheck (suggested): ruff/mypy/eslint if you use them locally

Publish to PyPI

Maintainers: steps to cut a release.

• Bump version in pyproject.toml and update changelog if applicable
• Build artifacts:
  • python -m pip install --upgrade build twine
  • python -m build # creates dist/*.tar.gz and dist/*.whl
  • twine check dist/*
• Optional: TestPyPI smoke test
  • twine upload -r testpypi dist/*
  • pip install -i https://test.pypi.org/simple wealth-os
• Publish to PyPI
  • twine upload dist/*

After install, the CLI entry point is wealth (or run python -m wealth_os).

Licensing & Contributing

• License: MIT (see LICENSE)
• Contributions welcome — read CONTRIBUTING.md for guidelines