[HN Gopher] Show HN: Wealthfolio 2.0- Open source investment tra...
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Show HN: Wealthfolio 2.0- Open source investment tracker. Now
Mobile and Docker
Hi HN, creator of Wealthfolio here. A year ago, I posted the first
version. Since then, the app has matured significantly with two
major updates: 1. Multi-platform Support: Now available on Mobile
(iOS), Desktop (macOS, Windows, Linux), and as a Self-hosted Docker
image. (Android coming soon). 2. Addons System: We added explicit
support for extensions so you can hack around, vibe code your own
integrations, and customize the app to fit your needs. The core
philosophy remains the same: Always private, transparent, and open
source.
Author : a-fadil
Score : 375 points
Date : 2025-11-21 16:34 UTC (6 hours ago)
(HTM) web link (wealthfolio.app)
(TXT) w3m dump (wealthfolio.app)
| denysvitali wrote:
| Looks very polished, I'll try it out!
|
| Best of luck, and thank you for keeping it open source (:
| a-fadil wrote:
| Thanks, happy to keep it open source. The community has been
| very helpful.
| ckdarby wrote:
| Looks heavily inspired by Wealthsimple
| a-fadil wrote:
| 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.
| barbazoo wrote:
| Does that mean if one's investments are mostly with
| Wealthsimple that it'll be easy to set up?
|
| How do the integrations work, is it all file (csv) based or
| is there direct access as well?
| jedc wrote:
| from the docs:
|
| "Wealthfolio does not currently support integration with
| online brokers or aggregators. Data must be imported from
| CSV files or by manually entering transactions."
| barbazoo wrote:
| So data has to be imported since the start then I'm
| assuming, like a complete ledger? Otherwise how would we
| know the complete list and the value of the investments
| over time. Won't that get out of sync with the ground
| truth (what's in the account) over time?
| a-fadil wrote:
| You can also start from one snapshot of your current
| holdings and just add transactions as you go to build the
| timeline.
| a-fadil wrote:
| 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).
| theogravity wrote:
| Really interested in how you do this. When I as looking
| into building my own finance-related app, you have to pay
| a ton to get market data (stocks, crypto, ETFs, options)
| and connecting bank accounts if it's not for individual
| use (you still have to pay for individual use, but not
| significantly as much).
| willio58 wrote:
| This would be amazing, though I realize it's not
| straightforward and not easy to do. I have so many
| accounts across different companies that this connection
| piece is basically a requirement for me to use your app
| on a regular basis. I'm sure that applies to a lot of
| people, and I'm sure you already know that. I appreciate
| the focus on building the tool first and then getting
| that connection stuff working later.
|
| I just want to also commend you on the UI/UX here, it
| looks and feels really solid.
| GoatOfAplomb wrote:
| I love the idea of keeping my finances private while still having
| a useful tracker/planner. And I love that this would give me some
| protection against a new version making things worse. I also love
| the option to write my own plugin or to hack the source code
| itself (even though I probably wouldn't).
|
| But I don't think I'm willing to give up fully automated data
| refreshes at this point. I have too many accounts to track.
| embedding-shape wrote:
| > I love the idea of keeping my finances private
|
| I'd love that too, but I'm not sure it's even feasible or
| possible, at least in the EU country where I live. I, like most
| people (I think?) need to file taxes each year, and those
| include my new positions, or what positions have disappeared,
| including how much I have in savings. And, the only way for me
| to keep savings without losing money, is to keep it in a bank,
| so it's again not private.
|
| Feels like "private finance" been dead for a long time, unless
| you start using cryptocurrencies specifically for privacy, like
| zcash, otherwise you'll be having non-private data at least
| somewhere.
| ldoughty wrote:
| What you describe sounds more like keeping your assets a
| secret... and if you feel defeated because the government can
| know, how do you feel about hiring an accountant? Or
| executing stock trades? You can't keep those activities a
| secret from those agents working for you. You would probably
| expect them to keep their privileged information about you
| _private_ though, right?
|
| And I think that's what the parent post is talking about.
| Today's companies make you agree to 3 50-page documents which
| they can update at any time and your continued use after such
| silent updates constitutes consent.. and at some point they
| will sell your financial status/well-being to people for
| profit. So the more you feed them the more of your data that
| is being easily sold.
|
| We ultimately probably can't stop that, but we can make it
| more difficult. Many apps like this would take your
| information and sell it.. having an option that lets you
| track your own finances without becoming a product is nice.
| GoatOfAplomb wrote:
| Right on. In this case, I used "private" to mean "the
| makers of this particular product don't have a ton of my
| financial information." I don't expect a product like this
| to prevent my government, or my brokerage, or my bank, or
| even a middleman account aggregator, from knowing about my
| money. But something like this can be one less thing, at
| least.
| a-fadil wrote:
| 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 wrote:
| 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.
| GoatOfAplomb wrote:
| I'll certainly give this another look if you do. Good luck
| with it.
| throw0101c wrote:
| > _I love the idea of keeping my finances private while still
| having a useful tracker /planner._
|
| YNAB4 was a local client, but with YNAB5 they sadly (to me)
| went online and subscription.
|
| I happily paid for v4 (one-time purchase), but was/am not
| willing to pay for v5 because (a) I don't like renting
| software, and (b) I have no need for syncing (which a
| subscription could justify to pay for ongoing server costs).
| DarmokJalad1701 wrote:
| ActualBudget is a pretty great YNAB alternative that is free
| and locally hosted.
| Semaphor wrote:
| I second that. Switched from ynab4 (used some version since
| 2011) to Actual Budget a few month ago. Some tiny ux
| issues, but improvement in many more areas. Don't regret
| finally kicking ynab out.
| Terr_ wrote:
| Odd, earlier this week I was cleaning up some ooooold
| VMs/docker stuff and came across something I was using to
| try out actualbudget, so it's an interesting coincidence
| hearing it mentioned again today.
|
| IIRC I was pretty impressed with it back then. It looks
| like there are more non-direct install options now.
| (Flatpack, appimage, etc.)
| polalavik wrote:
| sort of different but I built https://paperright.xyz
| budgeting app to address some of my frustration with
| budgeting apps, bank connections, ease of use, privacy, etc.
| It doesn't connect to your bank or take any info other than
| your email (+stripe if you sign up for pro). I built it
| because i needed a budgeting app for my brain. Also research
| shows AI/automated financial management doesnt work you need
| to manually track things to really understand whats going on.
| Klonoar wrote:
| This is one where I don't quite get the angle of hosting
| locally to preserve privacy.
|
| By nature of the economic system, you _must_ interact with 3rd
| parties, unless you somehow live a life where you can manage to
| be all crypto or (increasingly harder) cash based. At that
| point, there is no real benefit to privacy outside of ensuring
| that whatever institution(s) you work with aren 't doing
| anything odd.
|
| I'm open to missing something here.
| a-fadil wrote:
| 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.
| dmoy wrote:
| It's also maybe more useful in the US where we're behind
| the times w.r.t. better APIs for accessing banking &
| investment data
| nirvdrum wrote:
| Actual Budget uses SimpleFIN [1] in the US. The
| integration is pretty good. The big alternative is Plaid
| and I don't trust them at all. It's a shame we don't have
| a standard for electronic banking yet.
|
| [1] -- https://beta-bridge.simplefin.org/
| cortesoft wrote:
| Well, one of the benefits is that it won't go away.
|
| I used Mint for years, and I LOVED it. Hooked it up to all my
| accounts, it could track purchases and spending and kept
| everything up to date automatically. It would remember how I
| categorized things.
|
| Of course, then Intuit decided to get rid of it and force
| everyone to move to Credit Karma, which doesn't do the same
| things AT ALL. I don't care about tracking my credit scores,
| and I pay off all my credit cards every month, I don't need
| help finding a loan for anything. The only thing it does is
| try to offer me loans and credit cards. It doesn't have any
| transaction history, so it doesn't do the one thing I care
| about.
|
| The decade+ of transaction history I had in Mint was just
| GONE. It really sucked, and I have not found a replacement
| yet.
|
| I don't mind if it is hosted, or even if I have to pay for
| it, but I would like to be able to keep my historical data,
| and for it to automatically populate from my accounts, and
| not go away if a company decides it can't make money from it
| anymore.
| kcrwfrd_ wrote:
| I love the transaction history in YNAB. I refer to it all
| the time.
| danielheath wrote:
| Trusting some random VC-backed SAAS not to sell my data is
| (to me) as mad as trusting that the tide won't come in - it
| would be astonishing if they _didn't_ sell my data.
|
| My bank has both commercial & cultural reasons not to sell my
| ID & transaction history. They might still do it anyways, but
| it's at least plausible that they wouldn't, if only due to
| the harm to their reputation if it ends up in the papers.
| bix6 wrote:
| You mean your bank that shares your info with its marketing
| partners unless you explicitly opt out, that bank?
| delichon wrote:
| My threat model is one well placed technical employee who
| knows a buyer that will pay fuck you money. Judas can work
| at any organization and frequently does.
| whyleyc wrote:
| Have you considered https://tiller.com/ ? They can pull feeds
| in and refresh automatically but have a big privacy play so
| that only you get to see your finances (and display and manage
| it in Excel or Google Sheets).
| l9o wrote:
| this looks really polished, congrats! in your opinion, how does
| it compare with alternatives like actualbudget [0]? I've been
| using Quicken for a long time and might be in the market for a
| subscription-less alternative that is ideally self-hosted.
| Quicken has been running into lots of issues syncing some of my
| accounts lately (mostly duping assets).
|
| [0] https://actualbudget.org/
| brandonjcooper wrote:
| I've used actualbudget for several years now after switching
| from Quicken. Actual is great for budgeting but my strategy has
| been to use a separate investment tracker to get a nice
| dashboard to look at. I haven't found one yet that handles
| account syncing seamless as I'd like... I've used Ghostfolio
| but I'm going to give this a try.
|
| On a side note; SimpleFIN works well with actual, and the
| person that runs the bridge is great.
| darkwater wrote:
| I'm a noob on this: does it work as well with funds from all over
| the world? How does it track them?
| a-fadil wrote:
| 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.
| danielhep wrote:
| I have all my self hosted services set up with authentication
| through SSO now. Does this support that?
| a-fadil wrote:
| Nope! Just shipped the self-hosted web app in Docker. No SSO
| yet.
| hadlock wrote:
| For whatever reason, it really bothers me when people call
| containers Dockers in 2025
| jryio wrote:
| For those interested in this type of single entry accounting (and
| by extension double entry)
|
| Here are some other ones I've tried and used in the past:
|
| https://copilot.money
|
| https://lunchmoney.app
|
| https://ynab.com
|
| https://beancount.io
|
| https://hledger.org
| sahaskatta wrote:
| Few more to consider:
|
| https://www.monarch.com/
|
| https://useorigin.com/
| camel_Snake wrote:
| I use monarch and I've been happy enough with it. Would
| probably consider self-hosting with actual in the future, but
| I wanted an easy on-ramp for myself to actually get in the
| habit of budgeting.
| GoatOfAplomb wrote:
| Typo fix: ynab.com
| jryio wrote:
| Fixed thanks!
| joshstrange wrote:
| Clickable link: https://ynab.com
|
| I'm a huge fan of You Need A Budget, it was instrumental in
| giving me control over my finances. It feels like a
| superpower to see all my money in one place and not care
| which bank account the dollars actually reside. Also makes it
| easier to take advantage of various offers (Credit card or
| things like HYSA) since I know all the records will live in
| YNAB and I have full control there, even if the individual
| banks I use have terrible UIs.
| CGMthrowaway wrote:
| Which do you like for what purpose ?
|
| Also seems like Empower (not listed) is the big one
| j1elo wrote:
| But why one or the other? Don't get me wrong, I appreciate a
| curated list of suggestions, but it would really be useful to
| have some tips or comments on the experience of each one, their
| shortcomings or advantages. Otherwise, it's not much better
| than just checking out a list of names from Google :)
| workworkwork71 wrote:
| A lot of it is going to be needs & vibes based. Some of them
| have more in-depth and niche features in certain areas, like
| transaction splitting or categorization and others are just
| simple and clean UI to go for ease of use.
| dmoy wrote:
| I will use hledger if I'm handling someone else's money, like
| as a trustee. Double entry accounting is nice for being
| precise about things. But for my own accounts it's too much
| overhead to deal with reconciliation. Don't have time for
| that.
| darkest_ruby wrote:
| http://github.com/venil7/assets
| TNorthover wrote:
| Which you appear to be the developer of from other comments
| in this thread. Not saying it's bad, but it's self-promotion
| rather than organic preference.
| darkest_ruby wrote:
| HN is for self promotion
| tkfoss wrote:
| > Please don't use HN primarily for promotion. It's ok to
| post your own stuff part of the time, but the primary use
| of the site should be for curiosity.
|
| https://news.ycombinator.com/newsguidelines.html
| lvncelot wrote:
| Adding https://github.com/firefly-iii/firefly-iii
| mNovak wrote:
| I still use GNUcash [1]. Only drawback is comparatively poor
| handling of equities, with no good way to view historic
| portfolio value / net worth. Great for general purpose
| accounting though.
|
| [1] https://www.gnucash.org/
| gempir wrote:
| For germans I found https://parqet.com/ very good.
|
| Generous free tier and auto sync from some common german banks
| workworkwork71 wrote:
| Will shamelessly promote ours as well:
| https://www.fulfilledwealth.co/
|
| We're entering the same market but with a tilt towards
| investment & actionable guidance. Same read-only capabilities
| on the account sync side (although our budgeting + spending
| side is still heavily in development) except we're an RIA that
| can provide professional advise (for free).
| PhilippGille wrote:
| Not mentioned yet in this subthread, but worth checking out
| because it runs fully local:
| https://play.google.com/store/apps/details?id=com.stoegerit....
|
| It's not perfect, for example its monthly/yearly subscription
| detection didn't work great for me, but compared to all those
| apps that involve trusting a third party with your banking data
| it's worth a look.
| johntash wrote:
| beancount + the web ui for it, fava, is what I end up going
| back to whenever I look for the sort of tools. Downside is I'm
| way behind on my ledger and don't _really_ want to spend the
| effort inputting everything to catch up.
| RSHEPP wrote:
| I am a big fan of lunchmoney, built a TUI for it with their API
| too.
|
| https://github.com/Rshep3087/lunchtui
| throw0101c wrote:
| > _Create a the contribution limit with an identifiable name
| (e.g. 2025 RRSP or 2025 Roth IRA), Year and set the contribution
| limit in base currency._
|
| * https://wealthfolio.app/docs/guide/goals/
|
| Neat: RRSPs are Canadian, so not necessarily US-only.
| kepano wrote:
| I love that it uses Flexoki for the color palette. I never
| thought I'd see it so widely adopted!
| a-fadil wrote:
| Flexoki is a bless. Thank you for making it available
| honeybadger91 wrote:
| First thing I thought of is, "I love how this is open-source
| and the add-on model reminds me of Obsidian". Thank you for all
| your hard work.
| mNovak wrote:
| Looks really cool, very much appreciate making it free/select
| price.
|
| Just downloaded it on Windows 10, but unfortunately the modals
| (add account etc) aren't scrollable and cutoff the bottom of my
| screen, making them pretty much unusable (can't submit!)
| mNovak wrote:
| Issue was only with add account, so continuing to try to
| onboard myself.
|
| Is there more detailed documentation available? A few troubles
| I've run into:
|
| - Having trouble with stock splits -- Schwab simply reports the
| added shares, not the split ratio, so I can't do it via csv
| import
|
| - Separate but probably related, if I add some shares back in
| 2022 (e.g. SWPPX, a SP500 index), the "performance" shows
| essentially immediate -90% return. I suspect this is also
| related to splits; possibly Yahoo finance retroactively applies
| the future split quantity on historic quotes. Edit: figured
| this out, I'm responsible for entering any splits across the
| history, it seems
|
| - How do you designate the counter-account for transfer-in /
| transfer-out transactions?
|
| - Schwab does some funny business with date strings
| occasionally ("03/16/2022 as of 03/15/2022"); not your problem
| per se, but interpreting either presented date would be better
| than quietly defaulting to 1970
|
| - In the activities tab, I can only reverse date order in list
| view, but not grid view
|
| - As a wishlist item.. default csv import settings for major
| brokerages would be great, considering this is in principle how
| you're expecting users to repeatedly interact with the software
|
| - Maybe I'm missing it, but is there a simple way to see the
| list of accounts you've created? This would seem like a very
| basic feature. Edit: okay, I see them in dashboard, but can't
| add them there. Would seem like an appropriate nav column
| entry.
|
| I don't mind dumping in a few csv every month to update, but
| having to manually fix my csvs before upload adds a lot of
| effort.
| ihaveone wrote:
| I'd be looking for a plugin that tracks the transactions of US
| senators. That would be highly useful...
| jewel wrote:
| Here's a philosophical question. Does anyone account for
| inflation when looking at their long term history? I've been
| thinking of looking at everything in 2019 dollars.
|
| It might also be useful to adjust for inflation going backwards,
| e.g. everything shows in 2025 dollars.
| paxys wrote:
| > Wealthfolio does not currently support integration with online
| brokers or aggregators. Data must be imported from CSV files or
| by manually entering transactions.
|
| This is unfortunately going to be the deal breaker for wide
| adoption. Self hosting is great, but manually importing data from
| dozens of accounts every day and entering every single
| transaction as you make it is simply too much of a burden.
| reactordev wrote:
| Agreed, they should at least support Plaid to get your account
| information and pull it in locally.
| a-fadil wrote:
| Would you actually pay for that as add-on? Plaid isn't free.
| paxys wrote:
| Self-hosted doesn't have to mean free. I think an option to
| enable syncing with your own Plaid key (that you manage and
| pay for yourself) would be great.
| onelesd wrote:
| i would happily pay. i already pay for monarch.
| codegeek wrote:
| I would just add the option to add your own Plaid key or do
| manual imports.
| reactordev wrote:
| No, the ability to import is table stakes for me. I'm not
| manually entering transactions or trades. Simply providing
| an API key for me and vibe coding a client to pull is all
| that's needed.
| bradleyjg wrote:
| If there was a sufficiently good import, something deeply
| customized for at least the top N banks, I think I'd be ok with
| that workflow. But even Quicken was disappointing on that
| front.
| a-fadil wrote:
| 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.
| ryandrake wrote:
| Quicken is getting even more and more disappointing.
|
| Used to be, you'd use what Quicken calls "direct connect"
| where the client software itself connects to your bank's
| servers and pulls down your transactions and balances. They
| also had this "quicken connect" where the client software
| connects to Quicken servers, who, in turn, contact your bank
| --making Intuit an unwanted middleman. Slowly, but
| consistently, Quicken has been dropping "direct connect"
| support and coercing their users to go the middleman route.
|
| I, too, have been looking for an alternative to Quicken, but:
| 1. I don't want to have to go to each bank's crappy web site
| and download a crappy CSV to import, and 2. I also don't want
| the software developer inserting itself into what should be a
| data transfer between me and my bank.
|
| The Holy Grail personal finance software would 1. be free and
| open source, 2. download data directly from financial
| institutions without CSVs or a middleman and 3. store the
| data in an open format like sqlite that I can query and
| manipulate outside of the application.
| GlibMonkeyDeath wrote:
| If you can be a little flexible on (2), then Beancount hits
| most of the Holy Grail points. The ledger format is
| literally text (it is plain-text accounting after all) but
| there is a query language the works really well.
|
| I end up saving CSV's locally and importing the
| transactions from there (no hand entry, but I still need
| the intermediate download step.) I don't find it that too
| burdensome since I don't have a zillion different accounts.
|
| [This](https://reds-rants.netlify.app/personal-finance/the-
| five-min...) project (I am not affiliated in any way)
| claims to automate ledger update even further.
| ryandrake wrote:
| Yea, (2) is always the tough one. Looking at my Quicken,
| I have 28 active accounts that I regularly (like daily)
| update from online, and manually finding, downloading,
| importing, and reconciling 28 CSVs is just not going to
| be acceptable.
|
| That said, I'll check out Beancount!
| BrenBarn wrote:
| My understanding is that part of the problem is that many
| banks do not provide that kind of "direct connect"
| functionality anymore. Some used to provide OFX but no
| longer do. Also, financial regulations aimed at "open
| banking" (like PSD2) bizarrely seem oriented towards
| enabling middlemen like Plaid. They don't require anything
| like "each individual customer must be allowed to access
| their individual data by using an API however they want";
| it all has to go through a "third-party provider".
|
| So the holy grail is really "Banks must be required to
| provide all customer info in a machine-readable format, via
| a programmable API, directly to their customers." :-)
| deanputney wrote:
| One possible option might be to set up email ingestion. My
| brokerage will send a daily update, for example. It's not super
| detailed, but it's a start.
| j1elo wrote:
| Maybe the license structure could allow for proprietary
| extensions. I don't think there would be many people willing to
| put the work of writing many deep and good quality integrations
| with banks for free.
| offmycloud wrote:
| Would it be possible to write an addon to use Perl's
| Finance::Quote [1] like GnuCash does? It supports scraping many
| financial websites, as well as paid AlphaVantage quotes.
|
| 1. https://finance-quote.sourceforge.net/
| retep_kram wrote:
| I would love if it also included tracking/aggregation for regular
| accounts, not just investing. With spending categorisation, for
| example.
| dang wrote:
| Related:
|
| _Show HN: Wealthfolio: Private, open-source investment tracker_
| - https://news.ycombinator.com/item?id=41465735 - Sept 2024 (263
| comments)
| tristor wrote:
| I liked the concept here, but tried it out and couldn't figure
| out how to add the very first thing successfully. I set up my
| employer's 401k as the first account, and went to add the first
| investment in the account, but it's a mutual fund not an ETF,
| which means I had to disable symbol lookup. I had a cost-basis, I
| had a current value, and I had a count of shares, but you only
| asked for an average cost-basis and count of shares. I had no way
| to update the current value. When starting out the first entry
| should have all three of these. I tried to figure out to update
| this, but the only value adjustment was via providing a spread
| (open/high), and I couldn't figure out how to use this to get it
| to an accurate value. Honestly, it would have been better to have
| cost basis tracking in a more advanced place and started with
| current value and count of shares, and then simply update current
| value on a time-basis.
| a-fadil wrote:
| You can click on the holding, go the Quotes table and add a
| date, close price
| blackhaj7 wrote:
| Awesome. I have been meaning to give this a try so this is a
| great nudge.
|
| Given the permissions you expose, it looks like it is possible to
| write a plugin to get account activities from something like
| Plaid so I don't need to keep importing - am I understanding
| correctly?
| kaspermarstal wrote:
| Ooooh, graphs that goes up! I want that.
|
| Looks really cool, great job.
| aerhardt wrote:
| This looks great. I've thought about vibe-coding a similar app
| for a while but this might just do - I could save a ton of work.
|
| Others have mentioned in the thread that the lack of account
| integration might be a problem.
|
| Plaid has been mentioned as a potential service, are there other
| recommendations?
|
| If I find time I could try to write a plugin over a few weekends.
| tma wrote:
| https://snaptrade.com/. (disclaimer: I'm one of the cofounders)
|
| We're developer oriented, free to get started, and investment
| focused.
| darkest_ruby wrote:
| Interesting that this made to HN top, last week i posted as about
| my open source wealth tracker http://github.com/venil7/assets
| with all the same features, including self hosting and it barely
| got any traction
| noeltock wrote:
| No landing page, UI seems bland?
| andrewchen2004 wrote:
| UI polish and this has a nice lander with a better sell than a
| Github readmw
| tormeh wrote:
| Why does this app have a nice landing page? Who paid for
| that? Why? Nobody makes a landing page to wcratch their own
| itch. In some situations I'd rather have a readme.
| thesh4d0w wrote:
| > Nobody makes a landing page to wcratch their own itch.
|
| Just because you don't, doesn't mean nobody else does. Lots
| of people have a design itch to scratch.
| dangus wrote:
| Making a landing page is generally free. Pick a static site
| generator, template, toss it on netlify for free, and you
| can be done in ~30 minutes.
|
| I don't think you need to have a financial notification to
| make a nice webpage for your project that you are proud of.
| ninininino wrote:
| I at least would absolutely invite you to share in this thread
| some of the differences between your offering and this one! I
| didn't see your post.
| fifteencrctrs wrote:
| > Copyright (c) 2025. All rights reserved.
|
| > Source available for inspection and personal use only. Free
| to use non-commercially; commercial use reserved to the author.
| No warranty or liability. Contributions do not confer
| authorship or ownership rights.
|
| Not super related, but have you considered getting a proper
| licence? Your project is not so much 'open source' as much as
| it is 'source-available'. Might be a good read:
| https://opensource.stackexchange.com/questions/9805/can-i-li...
| InexSquirrel wrote:
| So I don't want to be rude, and am saying this purely as
| feedback since you asked and I detect a bit frustation - the
| wealthfolio site linked in the post presents a lot better than
| your one linked in your github.
|
| Nominally they appear to be very similar like you say (open
| source, locally hosted etc), but the presentation does make a
| big difference for at-a-glance engagement. The wealthfolio is
| just... very pleasant to look at. The site largely focuses on
| what the value to the reader is, versus 'how do I get it
| running'.
|
| Just my thoughts. I know it's incredibly frustrating when you
| see a copy/version of something you've made, but it gets more
| attention. But honestly could also just be the mood of the day.
| There may just be nothing to read into here.
| kevinqi wrote:
| +1, very polite way of saying it. of course there's a
| difference between the two posts. open source is interesting
| but not enough with a financial app, since it's all about
| trust + usefulness.
|
| landing page needs to look good and communicate the value
| prop super effectively. If it doesn't look good you'll lose
| people's interest in about 2 seconds.
| codegeek wrote:
| Sometimes, its just luck or timing. But I usually upvote open
| source projects with an actual website and not just a repo.
| Thats me of course. Also, the UI screenshots from your github
| didn't look that appealing. Hope this feedback is helpful.
| brikym wrote:
| It's marketing and empathising with your market. A github page
| doesn't give the impression of a polished product and doesn't
| inspire confidence. It looks more like a draft. When I go to
| your page the first thing I see is a list of code files but I
| don't care about that I want to know what it can do for _me_
| and my finances.
| johntash wrote:
| I didn't see your previous post, but my feedback would be that
| your readme doesn't really list all the features? It has some
| screenshots, but maybe a short list of major features/what you
| can do with it would be helpful for people just driving by to
| look at it?
|
| I don't think you need a fancy landing page for every oss
| project, but I have no way of telling what is different about
| your project without actually trying it out.
| Dilettante_ wrote:
| >Addons system
|
| Does it do something like custom positions? Like if I wanted to
| wrap my polymarket positions into there, could I hack that
| together?
|
| Does this support kinda-specific stuff like those german FinTs
| and EBICS?
| niyazpk wrote:
| Nice features, and very professional website!
|
| As others have mentioned, adding account integrations will make
| this much easier to use.
|
| I would also love to hear more of your story, and motivations
| around this project.
| a-fadil wrote:
| I actually wrote a manifest about it :)
| https://wealthfolio.app/blog/wealthfolio-manifesto/
| skittleson wrote:
| There is a few problems with the site docs, the app image for
| linux (missing libs) and docker instructions. Otherwise its a
| great idea.
| ghm2199 wrote:
| Lets say my strategy from now is: 15% on an ex-US mid cap, 15% US
| Largecap, 15% ACWI growth, 15% Emerging market growth, 40% in
| short treasury fixed income. If I already have some ETFs already,
| can this be used to bucket and calculate what is the current
| state of the ETFs I hold against the strategy?
|
| Can it do that for Mutual funds in like retirement accounts?
|
| Context: I want to implement my own portfolio using some weights
| on a basket of ETFs. The ETFs are selected by
| country/geography(e.g. ex-US or US or world) and then type(small,
| mid, large) and then finally by income strategy(growth, value,
| fixed, defined outcome etc) based on expected returns.
| ghm2199 wrote:
| My hero usecase with these tools is to auto pull investments from
| Fidelity 401K account + Schwab brokerage + BYOBrokerage.
|
| Then combine them and break them down by country/geography(e.g.
| ex-US or US or world) and then type(small, mid, large) and then
| finally by income strategy(growth, value, fixed, defined outcome
| etc)
| notherhack wrote:
| I gave the iOS app a spin. 1. It requires at least 2 characters
| to search for a symbol. What about Verizon (V) or AT&T (T)? 2. I
| entered a holding for a fund that doesn't have public quotes by
| choosing not to look up the symbol and entering the price and
| purchase date, but then I couldn't find a way to manually add
| price quotes for later dates to reflect the change in value.
| a-fadil wrote:
| 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.
| sakopov wrote:
| This looks great and it's nice to see development in this space!
| However, the "big box" alternatives for this which keep your
| accounts in sync are really cheap (I think I renewed my annual
| Quicken Simplify for $40) and, for the most part, "just work."
| So, I personally wouldn't want to switch to anything self-hosted
| unless it provided automated syncing. I'd actually be all over
| this if it did especially having a way to extend things with
| plugins.
| conqrr wrote:
| This is the 'problem' I need solved as well. Sync across
| multiple Financial institutions is a nightmare. If the CSV
| import can be automated with some Plaid/simplefin bridge that's
| reliable, I think it would be a nobrainer for a large group of
| us to selfhost instead.
| skeeter2020 wrote:
| honest question: if you're using something like Plaid that
| means essentially "here's my admin credentials" are you
| really self hosting?
| a-fadil wrote:
| 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.
| bix6 wrote:
| Which plugin handles syncing?
|
| For me this is a core piece of any money app. If an app
| doesn't include syncing it's not worth it. I have too many
| moving pieces to deal with CSV exports.
| BrenBarn wrote:
| Automated transaction download is the killer feature.
| Unfortunately it depends on banks providing a way to do it.
| ewuhic wrote:
| Will this help me file german taxes?
| NoImmatureAdHom wrote:
| Get thee to SimpleFIN https://www.simplefin.org/ecosystem.html
|
| I think without sync with financial institutions it's going to be
| hard to grow a userbase.
|
| But this is very cool software!
|
| P.S.: I ctrl+f "encrypt" on your home page and no hits. It's
| banking / budget / money software, there should be a hit.
| johntash wrote:
| Is SimpleFIN basically the same as something like Plaid? I
| thought it was maybe an open source thing, but it looks like
| you still need to sync your bank accounts to their system
| first?
| DougN7 wrote:
| This is really cool and kind of what I'm looking for since
| trusting my account details to some app gives me heartburn. I
| downloaded the source and built it, but still have heartburn
| after seeing it download 700+ crates/packages. Who knows what is
| in all of that?!?
| dexterdog wrote:
| I want to use it, but the first bank I tried (wealthfront) only
| exports in qfx so that's a dealbreaker.
| cchance wrote:
| Love the idea, but really need some form of access to API's for
| the big brokerages and apps to be able to pull in data, doing
| stuff by hand ... na nice looking site/app tho
| ChrisNorstrom wrote:
| I just came here to tell you how beautiful your color scheme is.
| It immediately reminds me of the color of the paper of money. The
| layout and color scheme look professional, trustworthy, tried and
| true, traditional yet modern. It's gorgeous!
| atbpaca wrote:
| This is awesome. Thank you for sharing and making it open-source!
| Hnrobert42 wrote:
| I downloaded the iOS app. I like the simplicity. I wonder if it
| could even be a bit simpler.
|
| I currently do a quarterly financial review. I document the
| balances from all of my accounts.
|
| In addition to buy/sell/deposit/withdrawl, could Wealthfolio have
| an option to just add a balance. I suppose In the meantime, I'll
| make do with deposits and withdrawals.
|
| Last, could you make it a little easier to find to donate button?
| Or possible at all? Now that I have the app open, I can't find
| where to send a one time payment.
| netbioserror wrote:
| I greatly look forward to the day when the Godot team focuses on
| UI tools and workflow, a layout and theming engine, and slim UI-
| focused builds. So we can avoid this total nonsense local-server
| React-UI insanity. This is such a stupid way to build desktop
| applications.
| vladde wrote:
| is there any way to remove entries with the CSV import function?
|
| my bank includes transactions that are yet not final (preliminary
| transaction where currency conversion still isn't final). these
| rows change both in both the title and the amount, but i can do
| some guessing on how a row updates.
|
| however: when i import my transaction a couple days later again,
| i need to manually keep track and remove preliminary transactions
| (now removed from my bank's export).
|
| related: when i imported a CSV into YNAB, i would have to
| manually keep track of updated entries and remove those. with
| some code and state handling, i could figure out which rows no
| longer existed - but i couldn't remove them with the import
| function.
|
| i ended up abandoning YNAB's CSV import and use their API to
| remove transactions... but it would have been much simpler if the
| CSV import could just have removed certain rows from the get-go.
|
| (while i don't think this acts as a budget, it think others will
| run into similar issues as i have when it comes to importing CSV
| files)
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