Note
While a preview is already available for demonstration purposes, Visualfolio is in an early stage of development and is not ready for real-world use.
Visualfolio is a highly-visual, open source, personal finance dashboard that gives the user a full view of all their holdings, transactions, and trades across bank accounts, investment platforms, and digital wallets.
The Home page Streamgraph is a specialized wealth visualization designed to visually separate earnings/expenses and changes in asset value.
- The top boundary reflects transactions (earnings/expenses). An outgoing transaction is represented as a downward movement. An incoming transaction, instead, is represented by an upward extension of the stream. Transactions are represented as vertical movements as they happen instantaneously.
- The bottom boundary reflects investment profit or loss. The expansion here is inverted: an increase in asset value causes the stream to extend downwards, whereas a decrease in asset value makes the lower boundary move upwards, thus shrinking the stream.
- As a result, the thickness of the stream reflects the total asset value at all times.
Notice: Stack division is available only if the user does not use non-fiat currency assets for transactions (trades instead are supported by the visualization). If the user has performed transactions using assets of other classes, the streamgraph is displayed as a single area.
Visualfolio aims to provide a unified view of all the user's assets across all their accounts by seamlessly aggregating data from multiple sources.
- Bank data API integration (GoCardless, Salt Edge)
- Manual account setup for accounts not supported by the bank data API (single or batch-upload for transactions)
- Create logomark (add to logotype and as favicon)