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Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

wealthfolio.app

1–10 of 228 posts

Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#1
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.

Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
wealthfolio.app

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#4
post #3

Looks heavily inspired by Wealthsimple

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.

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#6
post #4
post #3

Looks heavily inspired by Wealthsimple

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.

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?

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#7
post #6
post #4

Earlier quoted context omitted.

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.

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?

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."

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#8
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.

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#9
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/

Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker

#10
post #7
post #6

Earlier quoted context omitted.

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?

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."

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?
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