mFlow:

What it does

• Manage Investments across institutions.
• Track Income and Payments.
• Track Budgets "Recurrents"
• And more...

You'll also need mflow-frontend to interact with the api.

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

Multi row interest creation

Grab a token from:

/api/auth/jwt 

And use it as bearer token to call:

/api/assets/bondSchedulesUpload

With the following data, csv like rows where iid is the certificate id:

date,amount,paid,iid
2027-10-19,526.68,0,8
2028-01-19,544.44,0,8
2028-04-19,532.60,0,8
2028-07-19,538.52,0,8
2028-10-19,526.68,0,8
2029-01-19,544.44,0,8
2029-04-19,532.60,0,8
2029-07-19,538.52,0,8
2029-10-19,526.68,0,8
2030-01-19,544.44,0,8
2030-04-19,532.60,0,8
2030-07-19,538.52,0,8