WealthWise - India

SaradAnand

About this app

**WealthWise** is a comprehensive Flutter-based wealth tracking application that provides users with a unified dashboard for monitoring all their financial assets. The app combines automated data collection with manual entry capabilities, offering real-time portfolio analytics and professional-grade wealth management tools.

## Core Features

### 🎯 **Manual Holdings Management**
- **Complete CRUD Operations**: Add, edit, and delete stocks and mutual funds
- **Voice Input Support**: Speech recognition for faster data entry
- **Real-time Calculations**: Automatic gain/loss tracking and portfolio summaries
- **Dual Entry Points**: Connect Zerodha account OR add holdings manually
- **Professional Forms**: Comprehensive dialogs with form validation

### 🔗 **Firebase Integration**
- **Secure Cloud Storage**: User-specific collections for all financial data
- **Real-time Synchronization**: Instant updates across all devices
- **Authentication**: Secure user authentication with Firebase Auth
- **Data Persistence**: Reliable cloud backup and recovery

### 📈 **Portfolio Analytics**
- **Live Calculations**: Real-time portfolio value and performance metrics
- **Gain/Loss Tracking**: Detailed profit/loss analysis with percentages
- **Portfolio Summaries**: Comprehensive overview of all holdings
- **Performance Indicators**: Visual gain/loss indicators with color coding

### 🎙️ **Voice Input System**
- **Speech Recognition**: Voice-to-text for all input fields
- **Multi-language Support**: English variants with smart financial parsing
- **Natural Language Processing**: Convert "fifty lakh rupees" to 5,000,000
- **Faster Data Entry**: 50% faster mobile form completion

### 📱 **Professional UI Design**
- **Beautiful Cards**: Card-based interface with separate sections
- **Responsive Design**: Optimized for mobile and web platforms
- **Material Design**: Modern UI following Material 3 guidelines
- **Intuitive Navigation**: Easy-to-use interface with clear actions

### 🔒 **Security & Privacy**
- **4-Digit Passcode**: Mandatory authentication for app access
- **Data Encryption**: Secure storage of all financial information
- **User Isolation**: Complete data separation between users
- **Privacy Protection**: No data sharing with third parties


### ✅ **Dual Entry Approach**
- Users can connect Trade account for automatic sync
- OR add holdings manually with comprehensive forms
- Both approaches can be used simultaneously
- Unified portfolio view combining all sources

### ✅ **Production-Ready Features**
- Complete error handling and validation
- Loading states and success notifications
- Confirmation dialogs for destructive actions
- Responsive design for all screen sizes

## Target Audience

- **Individual Investors**: Track personal stock and mutual fund portfolios
- **Retail Traders**: Monitor real-time performance and gains/losses
- **Financial Planners**: Comprehensive wealth tracking solution
- **Tech-Savvy Users**: Voice input and modern UI for efficient data entry

## Competitive Advantages

1. **Voice Input Integration**: Unique speech recognition for financial forms
2. **Manual + Automated Tracking**: Flexibility in data entry methods
3. **Real-time Calculations**: Instant portfolio updates and analytics
4. **Professional UI**: Enterprise-grade interface design
5. **Secure Cloud Storage**: Reliable Firebase backend infrastructure

## Future Roadmap

- **Additional Asset Types**: Gold, crypto, real estate integration
- **Advanced Analytics**: Performance charts and historical tracking
- **Digital Will**: Estate planning and beneficiary management
- **Multi-language Support**: Localization for global users
- **API Integrations**: Additional broker and exchange connections

## Download & Access

What’s new

Bugfixed version in portfolio refreshment.