Viewing profile — a-fadil

Open source means living under constant scrutiny. AI just made that scrutiny cheaper and faster. I feel this every day maintaining an open source project. The temptation to close t…

If you’re interested in finance and investment tracking https://github.com/afadil/wealthfolio

You setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions

Yes actually you can just click the edit icon near the account balance in account page to update the cash balance

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 …

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 .

I actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/

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.

You can click on the holding, go the Quotes table and add a date, close price

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 to…

Would you actually pay for that as add-on? Plaid isn’t free.

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 s…

Flexoki is a bless. Thank you for making it available

Nope! Just shipped the self-hosted web app in Docker. No SSO yet.

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 …

You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.

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 the…

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…

Thanks, happy to keep it open source. The community has been very helpful.

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 fint…

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 ava…

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/…

The app do a call to yahoo api to get symbol data using only the ticker symbol.

Data stored in SQLite file

One way to do it is to import a line with type deposit or transfer in with symbol=$CASH-USD(or other account currency)