persfin-trakka

💸 Personal Finance Tracker

This is a 5-part personal finance tracking app designed to help users manage income, expenses, and investments — all in one place. It was built with Python, Pandas, Streamlit, Matplotlib, and YFinance.

🔧 Features

• ✅ Input & store income, expenses, and investments using CSV files
• ✅ Summarize monthly budgets with income, spending, and savings
• ✅ Track real-time investment performance (price, return, CAGR)
• ✅ Visualize expenses and portfolio with charts (Matplotlib + Streamlit)
• ✅ Interactive dashboard to explore your data
• ✅ Fully local, lightweight, and easy to use

📊 Screenshots

Streamlit Dashboard

Expense Breakdown (Matplotlib)

🗂️ Project Structure

persfin-trakka/ ├── data/ │ ├── income.csv │ ├── expenses.csv │ └── investments.csv ├── images/ │ ├── streamlit_dashboard.pdf │ └── matplotlib_chart.png ├── dashboard.py ├── visualize_portfolio.py ├── requirements.txt └── README.md

🚀 Getting Started

1. Clone the repo:

   git clone https://github.com/your-username/persfin-trakka.git
   cd persfin-trakka
   
   

2. Install dependencies:

pip install -r requirements.txt

3. Run the dashboard:

streamlit run dashboard.py

Make sure your CSV files are in the data/ folder and match the expected format.

📦 Requirements

Python 3.8+
Streamlit
Pandas
Matplotlib
YFinance

Install with:

pip install streamlit pandas matplotlib yfinance

👨‍💻 Author Built by Alan León – as a hands-on finance/data project to showcase Python, data wrangling, visualization, and Streamlit UI skills.