wealthbot

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 [email protected].

Written with Symfony Flex

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.
• 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

For installation

1. Clone The repository: git clone [email protected]:wealthbot-io/devenv.git
2. Move to dir: cd devenv
3. Build Docker Containers: Run docker-compose up --build -d
4. Find ID of PHP Container: Run docker ps and look for the container ID (ex. abcd123efg) beside devenv_monolith.php
5. Create the DB schema: Run docker exec -it abcd123efg bin/console doctrine:schema:create
6. Load the fixtures: Run docker exec -it abcd123efg bin/console wealthbot:fixtures:load

Once complete, simply go to http://127.0.0.1:10001 in your browser to see the wealthbot.io demo landing page.

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