What it does: Manage Investments across institutions. Track Income and Payments. Track Budgets "Recurrents"

Install:

python -m venv .venv Activate venv pip install -r requirements.txt python service.py /data_and_config_dir/

Test:

python -m unittest -v ./test/*_test.py

Reports API:

Reports are exposed as REST resources and backed by projection logic under views/.

GET /future_timeline

• Purpose: return future timeline points for asset value, projected yield amount and expiration events.
• Query params:
  • mode=flat|aggregated
  • granularity=monthly|yearly
  • startDate=YYYY-MM-DD (optional)
  • endDate=YYYY-MM-DD (optional)
  • includeNonExpiringValue=true|false (default true)
  • includeExpirations=true|false (default true)
  • includeYield=true|false (default true)
  • fallbackYears=N (default 5, used when no asset expiration exists)
  • _start, _end for pagination

Example calls:

GET /future_timeline?mode=flat&granularity=monthly GET /future_timeline?mode=aggregated&granularity=yearly&startDate=2026-01-01 GET /future_timeline?mode=flat&granularity=yearly&_start=0&_end=200