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

wealthfolio.app

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

#11

Post by a-fadil »

barbazoo wrote: post #6
a-fadil wrote: 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?

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).

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

#12

Post by embedding-shape »

GoatOfAplomb wrote: post #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 trac…

> 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.

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

#13

Post by a-fadil »

GoatOfAplomb wrote: post #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 trac…

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.

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

#14

Post by theogravity »

a-fadil wrote: post #11
barbazoo wrote: 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?

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).

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).

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

#15

Post by a-fadil »

barbazoo wrote: post #10
jedc wrote: post #7

Earlier quoted context omitted.

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?

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

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

#18

Post by a-fadil »

darkwater wrote: post #16

I'm a noob on this: does it work as well with funds from all over the world? How does it track them?

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.

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

#20

Post by willio58 »

a-fadil wrote: post #11
barbazoo wrote: 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?

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).

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.

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