Diversify is a simple portfolio management app that you can use to ensure your financial portfolio diversification.
In Diversify, you can add, update and delete your assets and their values. You can also specify a target diversification that you wish to reach and some constraints, then, Diversify will compute for you the optimal transfers to perform to reach this allocation.
Diversify is a lightweight app coded entirely in Python and contains two microservices: a backend API coded with fastapi and a frontend coded with Streamlit. The application is using a local MongoDB database to store the assets, the target allocation and the constraints.
Diversify can be run locally using docker compose with the command:
docker compose up
You can add an asset to each asset family (Guaranteed funds, Actions or Real Estate) along with its value.
You can also update an asset value.
Finally, you can delete an asset.
Once you specified your assets, the target allocation you wish to reach and your constraints, you can let Diversify compute your transfers for you.
