This wiki documents the Financial Visualization Tool — a web app that offers a wealth dashboard, detailed asset/liability views, insurance tracking, calculators, and real-estate valuation on top of a user's financial data.
Source entrypoints and overviews:
/README.md.src/pages/WealthDashboard/index.jsx and src/components/WealthDashboardHeader/index.jsx.src/App.jsx (not yet fully documented here).The wealth domain covers aggregated balances, asset and liability detail pages, and API-backed data freshness. It is documented in Wealth and Portfolio Domain.
Key source anchors:
src/pages/WealthDashboard/index.jsx.src/components/WealthDashboardHeader/index.jsx.src/pages/AssetsDetailPage/index.tsx and its components/ subdirectory.src/pages/LiabilitiesDetailPage/index.tsx and its components/ subdirectory.src/pages/InsuranceDetailPage/index.tsx and src/pages/InsuranceDetailPage/components/*.src/services/wealthApiService.js.The EMI Schedule Calculator generates loan repayment schedules and can be preloaded from loans on the liabilities detail page. It is documented in EMI Schedule Calculator.
Key source anchors:
src/pages/calculators/EMIScheduleCalculator.jsx.src/pages/LiabilitiesDetailPage/components/LiabilityRow.tsx and SubtitleRow.tsx.The Real-Estate Plot Valuation flow lets users price individual plots within a specific layout (e.g., Kusuluvada) and see subdivision into selectable blocks. It is documented in Real-Estate Plot Valuation.
Key source anchors:
src/pages/ventures/RealEstate/PlotValuation.jsx.src/pages/ventures/RealEstate/kusuluvadaPlan.js.The Insurance domain tracks policies, sum assured/IDV values, and supports document uploads and modals for editing policy data. It is documented in Insurance Domain.
Key source anchors:
src/pages/InsuranceDetailPage/index.tsx.src/pages/InsuranceDetailPage/components/InsuranceRow.tsx.src/pages/InsuranceDetailPage/components/InsuranceModal.tsx.src/pages/InsuranceDetailPage/components/insuranceConfig.ts.When adding or changing features:
openwiki/domain/.The following areas are not yet documented and should be added in future passes when they change materially:
src/pages/stocks/StockPage.jsx): explain the Pro-only market sentiment teaser/blur.src/components/ui/toast.tsx): document toast behavior and constraints once stable.src/components/Onboarding/*, src/components/UploadWealthData.jsx, src/components/UploadPortfolioData.jsx): capture email/PDF onboarding and wealth data upload funnels.