Introduction

AssetFolio is a multi-asset portfolio tracker that keeps our assets private. In the world of cloud technology, many data and information are shared and concentrate on the big technology companies, banks or the data trader companies. Their activities on how to share our data are not transparent. AssetFolio application helps us to keep our asset information private in our computer. It allows us to retrieve information online about the price changes without sharing our asset data.

As an option, an FMP API key is needed for retrieving the price of the cryptocurrencies and commodity assets. The REST-API key can be optain from:

• FMP API key: financialmodelingprep

Preview for the activity list using Qt5 and Qt5 pie chart:

Tracking the accumulated profit, loss and dividends:

Preview for the watchlist and asset tracker using WxWidget UI Library:

Go to the release tab to download the release binary either for Linux or for Windows 10 x64.

How to Use

Please see the user guide in the documentation.

Donation

You can give me a donation if you want to get the application directly for your OS. If you don't understand about software build and want, or you don't have a time to build, you can donate me first and I'll support you.

Installation

Software Dependencies:

• Qt5 or wxWidgetsfor the GUI
• RapidJSON (submodule)
• C++ Request (submodule) which depends on libcurl
• libxml2

Installing the dependency libraries:

• Windows

  1. Install Git, MinGW w64, Qt5 and OpenSSl v1.1.1
  2. Clone vcpkg to C:/Libs/: git clone https://github.com/microsoft/vcpkg.git
  3. Build vcpkg by running .\bootstrap-vcpkg.bat
  4. Hook-up user-wide integration: .\vcpkg integrate install
  5. Install the library packages: .\vcpkg install curl:x64-windows .\vcpkg install libxml2:x64-windows .\vcpkg install libssh2:x64-windows .\vcpkg install zlib:x64-windows

• Ubuntu

    sudo apt-get install build-essential checkinstall libssl-dev libcurl4-openssl-dev libxml2-dev libgtest-dev <libgtk-3-dev|qt5-default qtcreator libqt5charts5-dev>
  

• Fedora

    sudo dnf install openssl-devel libcurl-devel libxml2-devel gtest-devel <wxGTK3-devel| qt5-qtbase qt5-qtbase-devel qt-creator>
  

Getting Started

Download the Source

1. Clone this repository: git clone https://github.com/ywiyogo/AssetFolio.git.

2. Updating the submodules git submodule update --init --recursive.

3. Clone the CPR library in the submodule folder: cd submodules && git clone https://github.com/whoshuu/cpr.git.

Build and Start the Project

UNIX System

Got to the project folder and type these commands:

mkdir build && cd build
cmake ..
make
./AssetFolio

In order to create an AppImage of the AssetFolio, run these commands in the build folder after executing make:

make install DESTDIR=AppDir
../createAppImage.sh

Windows System

Got to the project folder and type these commands:

mkdir build && cd build
cmake .. -G "MinGW Makefiles"
make
.\bin\AssetFolio.exe

Note, change set(GUI "Qt") to set(GUI "Wx") to build the GUI with WxWidget.

An example dataset in data/example.json can be opened with the "arrow up" toolbar icon.

The C++ Request submodules include GTest to test its code. If we don't want to install GTest in our system, we can disable it in CMakeLists.txt set(USE_SYSTEM_GTEST OFF).

License

Licensed under the GPL-3.0 License