This project is an interactive Streamlit application that helps users track income and expenses, monitor wealth growth, and set realistic financial goals.
It integrates data visualization, statistical analysis, and real interest rate adjustments (via Brazil's Central Bank API) to help you make smarter financial decisions.
- Upload CSV financial data (date, institution, and amount)
- Automatic data visualization
- Time-series analysis
- Distribution by financial institution
- Wealth evolution over time
- Smart metrics calculation
- Monthly and yearly growth (absolute and relative)
- Rolling averages (6M, 12M, 24M)
- Cumulative performance indicators
- Goal tracking
- Define custom targets
- Compare projected vs. achieved performance
- Visualize progress toward annual goals
- Integrated SELIC rate
- Automatic interest rate retrieval from the Central Bank of Brazil API
- Realistic net worth projections
- Python 3.11+
- Streamlit – front-end framework for interactive dashboards
- Pandas – data manipulation and aggregation
- Requests – API integration with BCB (Central Bank of Brazil)
- Datetime – time-based data transformations
📂 moneydesk/ ┣ 📜 app.py # Main Streamlit script ┣ 📦 requirements.txt # Dependencies ┗ 📄 README.md # Documentation