a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
You setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions
a-fadil's comments
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Yes actually you can just click the edit icon near the account balance in account page to update the cash balance
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
It’s more about having the optionality to not be tied to a SaaS provider and trusting them with all your financial data and bank credentials.
Having options to:
1– Install a piece of software and run it locally, no subscription, no cloud 2– Have to right to use a nicer app instead of a spreadsheet 3– not hand over your banking creds. Some banks will void your account insurance if you do 4– Reduce your exposure by not putting all your financial data on some startup’s servers.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Yeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
I actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
You can search by company name. For manual pricing, click on an added manual holding, then there is a tab "Quotes" in the top right to view and edit the prices.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
You can click on the holding, go the Quotes table and add a date, close price
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
The app support mapping profiles. I hope we will have a profile for each major broker.
I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Would you actually pay for that as add-on? Plaid isn’t free.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Also it’s more about having the optionality. There are tons of cloud-based and connected SaaS trackers out there, but very few local ones. Having options to:
– Install a piece of software and run it locally, no subscription, no cloud – Have to right to use a nicer app instead of a spreadsheet – not hand over your banking creds. Some banks will void your account insurance if you do – Reduce your exposure by not putting all your financial data on some startup’s servers
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Flexoki is a bless. Thank you for making it available
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Nope! Just shipped the self-hosted web app in Docker. No SSO yet.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Right now the app supports three market data providers: Yahoo Finance, AlphaVantage, and MarketDataApp. If your ticker is on one of those, it updates automatically. If not, you’ll have to switch it to manual tracking and update or import prices yourself.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Yeah, makes sense. I’ll probably toss in an add-on or optional integration with an account aggregator later, so folks can either opt in or just stick with a local-only setup if they prefer.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
For now, it's CSV and manual editing using the UI. I'm looking to have direct integration with major brokers when possible to avoid third-party aggregators and managing users' data/credentials (or at least have the option to).
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Thanks, happy to keep it open source. The community has been very helpful.
a-fadil | 3 months ago | on: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Haha, I'm a big user and fan of Wealthsimple :)
I created the app initially to have a unique experience for all my other accounts in other banks. I took inspiration from other fintechs as well.
a-fadil | 1 year ago | on: Show HN: Wealthfolio: Private, open-source investment tracker
So Wealthfolio gained some attention since the launch.
I wrote a kind of a manifesto for the app: https://wealthfolio.app/manifest
Also, a draft of the roadmap: https://github.com/afadil/wealthfolio/discussions/70
Will be working to make it the best desktop tracker :)
a-fadil | 1 year ago | on: Show HN: Wealthfolio: Private, open-source investment tracker
The app do a call to yahoo api to get symbol data using only the ticker symbol.
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