wealthbot.io

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.

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 substitiution

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 Gitter to discuss the project in realtime.

• Talk to the core devs and the wealthbot.io community.
• Learn from others and ask questions.
• Share your work and demos.

https://gitter.im/wealthbot-io

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: bc1q8kvkmud4zek3ujtch3782w8632z873u9k6q9mm

ETH: 0x9bCC8B60FBdA512fa9DEcaF253C26F0F764b469B

XRP: rKv9FLC8FN79LrJmCp93wpYfNN4VqKqjo6

Support

For any questions you can write to [email protected] (azatyan)