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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

#111

Post by workworkwork71 »

jryio wrote: post #21

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

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).

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

#112

Post by workworkwork71 »

j1elo wrote: post #58
jryio wrote: post #21

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

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 :)

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.

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

#113

Post by Terr_ »

DarmokJalad1701 wrote: post #56
throw0101c wrote: post #26

Earlier quoted context omitted.

> 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).

ActualBudget is a pretty great YNAB alternative that is free and locally hosted.

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.)

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

#114

Post by camel_Snake »

sahaskatta wrote: post #28
jryio wrote: post #21

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

Few more to consider: https://www.monarch.com/ https://useorigin.com/

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.

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

#115

Post by tma »

aerhardt wrote: post #63

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.

https://snaptrade.com/. (disclaimer: I'm one of the cofounders)

We're developer oriented, free to get started, and investment focused.

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

#116

Post by Klonoar »

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…

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.

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

#117

Post by PhilippGille »

jryio wrote: post #21

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

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.

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

#118

Post by a-fadil »

Klonoar wrote: post #116
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…

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 missi…

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.

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

#119

Post by tkfoss »

darkest_ruby wrote: post #110
TNorthover wrote: post #67

Earlier quoted context omitted.

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

> 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

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

#120

Post by reactordev »

a-fadil wrote: post #48
reactordev wrote: post #43

Earlier quoted context omitted.

Agreed, they should at least support Plaid to get your account information and pull it in locally.

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

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.
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