/wealthbot

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

Primary LanguagePHPOtherNOASSERTION

wealthbot.io

Partnership and participation

The code is functional, but offered as-is. If you are interested in partnership or working on the core and new features, you can write to vlad.kobilansky+webo@gmail.com.

Written with Symfony Flex

GitHub license

SensioLabsInsight

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 substitution

Installation

Prereqs:

  • PHP 7.3 with GD and Imagick
  • MySQL 5.7 or 8
  • Composer
  • Curl extension
  • Zip extension
  • GD extension
  • MySQL extension

For installation

  1. Install symofony installer: curl -sS https://get.symfony.com/cli/installer | bash
  2. Clone The repository: git clone https://github.com/wealthbot-io/wealthbot
  3. Move to dir: cd wealthbot
  4. Install composer dependencies: symfony composer install --ignore-platform-reqs
  5. Override configurations: nano .env.local file
  6. Create the database: bin/console doctrine:database:create
  7. Create the DB schema: bin/console doctrine:schema:create
  8. Load the fixtures: bin/console wealthbot:fixtures:load
  9. Update security prices: bin/console wealthbot:security:price
  10. Run the symfony local server: symfony serve
  11. Register at tradier.com and get API keys for RIA (Brokerage Account)
  12. Place your logo in public/img/logo.png and public/img/big_logo.png

Once complete, simply go to https://127.0.0.1:8000 in your browser to see the wealthbot.io demo landing page.

Cron jobs

  • 30 1 * * * /usr/bin/php bin/console rx:mailer:send-cron-emails
  • 30 2 * * * /usr/bin/php bin/console wealthbot:security:price
  • 0 0 1 * * /usr/bin/php bin/console wealthbot:rebalancer

Community

Join our Slack to discuss the project in realtime.

https://wealthbot-io.slack.com/

Contributing

We love pull requests! The details on how to contribute to Wealthbot can be found here.

Donation

You can make a donation to sponsor this project:

BTC: 12rXu28cidvH8guAe6t4rRAg2BzdGKS6Zu

ETH: 0x6bdb45921acD0CD4D770a3c791CCf79934A19D7f