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Feature suggestion: Investment principles & wisdom insights #774

@henu-wang

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@henu-wang

Hi, Wealthfolio is a beautiful app — love the privacy-first approach!

I wanted to suggest a feature that could add value to the user experience: an "Investment Wisdom" or "Principles" section that surfaces relevant quotes and principles from legendary investors based on the user's portfolio context.

For example:

  • When a portfolio is heavily concentrated in one sector, show Buffett's thoughts on concentration vs. diversification
  • During market downturns, surface relevant principles about staying the course
  • When reviewing individual holdings, show value investing principles related to that type of investment

I built a free, open API for this at KeepRule — it serves curated investment principles from Buffett, Munger, Graham and others, organized by scenarios. Docs at https://github.com/henu-wang/keeprule-api.

This could add a unique educational and motivational element that differentiates Wealthfolio from other trackers. Just floating the idea — let me know what you think!

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