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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

#101

Post by skeeter2020 »

conqrr wrote: post #94
sakopov wrote: post #91

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 t…

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.

honest question: if you're using something like Plaid that means essentially "here's my admin credentials" are you really self hosting?

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

#102

Post by [deleted] »

sakopov wrote: post #91

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 t…

[deleted]

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

#104

Post by dangus »

tormeh wrote: post #73
andrewchen2004 wrote: post #70

Earlier quoted context omitted.

UI polish and this has a nice lander with a better sell than a Github readmw

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.

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.

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

#105

Post by BrenBarn »

ryandrake wrote: post #52
bradleyjg wrote: post #44

Earlier quoted context omitted.

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.

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 h…

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." :-)

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

#106

Post by BrenBarn »

sakopov wrote: post #91

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 t…

Automated transaction download is the killer feature. Unfortunately it depends on banks providing a way to do it.

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

#108

Post by ChrisNorstrom »

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!

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

#110

Post by darkest_ruby »

TNorthover wrote: post #67
darkest_ruby wrote: post #65

Earlier quoted context omitted.

http://github.com/venil7/assets

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.

HN is for self promotion
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