v1.0.0

🚀 Release v1.0.0 – Finance Tracker

Finance Tracker is a comprehensive and user-friendly tool for managing, analyzing, and optimizing your investments, understanding the impact of compound interest and taxes, or simply planning a budget, all privately.

---

✨ What's New in This Version

🎯 Automatic Default Product Initialization

No need to manually run seed-products after creating a database!

When a user creates a new portfolio from the web interface:

• 7 default products are automatically created:
  • 💵 Cash — Liquid treasury accounts
  • 🏦 Épargne — Regulated savings accounts (Livret A, LDDS, CEL)
  • 🏢 SCPI — Real estate investment trust shares
  • ₿ Bitcoin — Cryptographic asset (satoshis)
  • 📋 Assurance Vie — Euro and unit-linked life insurance contracts
  • 📋 PER — Retirement savings plans
  • 📈 FCPI — Innovation investment funds

---

📚 Comprehensive Documentation

The project features rich and structured documentation:

User Guides

• CONCEPTS_FONDAMENTAUX.md — The 3 pillars: Products, Transactions, Valuations
• INTERFACE_WEB.md — Step-by-step guide for each Streamlit page
• FORMULES_CALCULS.md — MWRR, compound interest, PRU, etc.

Developer Guides

• INSTALLATION_SETUP.md — Detailed installation
• CLI_GUIDE.md — Complete CLI commands
• BASE_DONNEES.md — SQLite structure
• DOCUMENTATION_TECHNIQUE.md — Technical architecture

---

🌐 Key Features

Feature	Description
📊 Dashboard	Global portfolio view, allocation, time-based charts
💸 Transactions	Buy/sell, distributions, filterable history
📈 Valuations	Price tracking, unrealized gains/losses
₿ Bitcoin	Real-time price (CoinGecko), 1-year history
📄 PDF Reports	Complete export via WeasyPrint
🔮 Simulator	Multi-scenario projections with French taxation
💻 CLI	Complete commands for power users

---

⚡ Quick Start

User – Zero Installation

👉 https://finance-tracker-skohscripts.streamlit.app/

Developer

git clone https://github.com/SKOHscripts/finance-tracker.git
cd finance-tracker

python3 -m venv venv
source venv/bin/activate      # macOS / Linux

pip install -r requirements.txt

# Launch the web application
streamlit run app.py

---

🔗 Links

• 🌐 App: finance-tracker-skohscripts.streamlit.app
• 💻 Source: github.com/SKOHscripts/finance-tracker
• 🐛 Issues: github.com/SKOHscripts/finance-tracker/issues

---

📄 License

MIT License — see LICENSE

v1.0.0-alpha

🧪 Pre-Release for Testers

This is an early pre-release version intended for testing purposes only.

⚠️ Not production ready - Expect bugs, incomplete features, and potential breaking changes.

How to Test

1. Go to the app !

Feedback

Your feedback is valuable! Please share:

• 🐛 Bug reports
• 💡 Feature suggestions
• 📝 Documentation improvements

Thank you for helping improve Finance Tracker! 🙏