FidSync is a professional-grade tool that helps financial teams extract fund names from PDF scorecards, align them with investment options, and update Excel templates — cleanly and accurately, with no manual Excel hacks.
- Extracts fund names from messy PDF scorecards
- Lets you align those with your actual investment options
- Updates your Excel templates for compliance or reporting
- Provides a "Fund Scorecard" matching interface
- Collects feedback through a secure form
- Admin view to review all submissions
- Launch the app (
streamlit run app.py) - Use the sidebar to:
- View Getting Started and Security Policy
- Run the Fund Scorecard tool
- Submit a User Request or Feature Idea
- If you're an admin, you can access a hidden tab to view all submissions
All user request submissions are viewable here (admin only):
👉 FidSync Submissions Sheet
Only shared with the developer or authorized team members.
- No submission data is stored or shared outside the app unless authorized.
- All uploads go to a local
/requests/folder by default. - The public GitHub repo only tracks
.gitkeep(no user submissions). - You control whether to connect Google Sheets or email for backups.
For issues or questions, submit a request in-app or reach out directly.
Want to contribute or build your own version? Fork this repo and start customizing.
- Google Sheets live integration
- Admin filtering & search
- Export to CSV
- Submission email alerts
fydsync/
├── app.py # Main Streamlit app
├── app_pages/ # Modular Streamlit page files
│ ├── fund_scorecard.py
│ ├── user_requests.py
│ ├── admin_view_requests.py
│ └── ...
├── requests/ # Saved user submissions (.txt, attachments)
│ └── .gitkeep
├── .streamlit/
│ └── config.toml # Theme & credentials (optional)
├── README.md
└── requirements.txt