Home - dbsandis/TwiligtApp GitHub Wiki
Welcome to the TwiligtApp wiki!
That’s a great idea—and very feasible with the right tools. A dynamic website for financial planning like the Coventry workbook would involve a few core features:
1. Core Features
| Feature | Description |
|---|---|
| User Accounts | Sign up/sign in, password reset, secure sessions |
| Financial Planning Modules | Budgeting, savings goals, debt payoff, retirement, insurance, estate planning, etc. |
| Interactive Forms | Input forms similar to a financial workbook, with real-time calculations |
| Data Storage | Secure storage of user inputs and planning progress (e.g., using a database) |
| Reports/Exports | Generate downloadable PDFs or spreadsheets of financial plans |
| Guided Walkthroughs | Step-by-step flows or tutorials for users to follow |
| Mobile Optimization | Responsive design for desktop, tablet, and mobile users |
| Security/Compliance | HTTPS, encrypted data, possibly SOC2-compliant hosting if handling sensitive data |
3. Optional Enhancements
- Financial APIs: Integrate with Plaid or Yodlee to pull real bank data.
- Chatbot: For basic financial guidance or onboarding.
- CFP Integration: Tools for financial advisors to review or co-plan.
4. Development Phases
- Phase 1: Login + Dashboard + Budgeting Module
- Phase 2: Additional modules like debt payoff, retirement
- Phase 3: PDF exports + planner reports
- Phase 4: Advisor collaboration tools + AI suggestions
Would you want help drafting a technical roadmap or initial wireframes for this site?