Alchemic Wealth project is a Wealth Management system that includes a number of financial facilities, including:-

• Wealth Dashboard - Covering Shares, Cash, Credit Cards, Property and Loans
• Share Portfolio Management - Tracking the purchase and sale of shares.
• Share Management - Managing Trailing Stops for Shares
• Share Trading Strategies Testing - Apply trading strategies to historical trading data to check validity, tracking profit and loss. Commonly call Backtesting.
• Property Management - Tenant Payment Ledger
• Accounting - Basic Banking and Accounting. Recording all transactions required for the Wealth Dashboard.

I developed it part-time over past 10 years to manage my own Trading and Finances. I have a personalized version of it, but have decided to share some generic code and test data in the spirit of open source.

For more information see my site Loncor

Disclaimer

It is appropriate to issue an emphatic disclaimer. I am not a financial advisor, do not work for any financial advisory company in any capacity. I have previously worked for financial organizations in the past but purely in a software developmental capacity. All software systems provided through this website or from me Stanley Wilson are purely experimental and does not promise the user will make any money or stop the user from losing money. All statements are just opinions and cannot be taken as factual. The systems provided here are partially tested and have not had rigorous testing normally seen with most commercial software.