Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

wealthfolio.app

Post reply on HN
Print view View original

131–140 of 228 posts

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

#131

Post by johntash »

darkest_ruby wrote: post #64

Interesting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets with all the same features, including self hosting and it barely got any traction

I didn't see your previous post, but my feedback would be that your readme doesn't really list all the features? It has some screenshots, but maybe a short list of major features/what you can do with it would be helpful for people just driving by to look at it?

I don't think you need a fancy landing page for every oss project, but I have no way of telling what is different about your project without actually trying it out.

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

#132

Post by delichon »

danielheath wrote: post #128
Klonoar wrote: post #116

Earlier quoted context omitted.

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…

Trusting some random VC-backed SAAS not to sell my data is (to me) as mad as trusting that the tide won't come in - it would be astonishing if they _didn't_ sell my data. My bank has both commercial & cultural reasons not to sell my ID & transaction history. They might still do it anyways, but it's at least plausible that they wouldn't, if only due to the harm to their reputation if it ends up in the papers.

My threat model is one well placed technical employee who knows a buyer that will pay fuck you money. Judas can work at any organization and frequently does.

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

#133

Post by whyleyc »

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…

Have you considered https://tiller.com/ ? They can pull feeds in and refresh automatically but have a big privacy play so that only you get to see your finances (and display and manage it in Excel or Google Sheets).

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

#134

Post by bix6 »

a-fadil wrote: post #95
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…

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 .

Which plugin handles syncing?

For me this is a core piece of any money app. If an app doesn’t include syncing it’s not worth it. I have too many moving pieces to deal with CSV exports.

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

#135

Post by RSHEPP »

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

I am a big fan of lunchmoney, built a TUI for it with their API too.

https://github.com/Rshep3087/lunchtui

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

#136

Post by nirvdrum »

dmoy wrote: post #123
a-fadil wrote: post #118

Earlier quoted context omitted.

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…

It's also maybe more useful in the US where we're behind the times w.r.t. better APIs for accessing banking & investment data

Actual Budget uses SimpleFIN [1] in the US. The integration is pretty good. The big alternative is Plaid and I don't trust them at all. It's a shame we don't have a standard for electronic banking yet.

[1] -- https://beta-bridge.simplefin.org/

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

#137

Post by kevinqi »

InexSquirrel wrote: post #78
darkest_ruby wrote: post #64

Interesting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets with all the same features, including self hosting and it barely got any traction

So I don't want to be rude, and am saying this purely as feedback since you asked and I detect a bit frustation - the wealthfolio site linked in the post presents a lot better than your one linked in your github. Nominally they appear to be very similar like you say (open source, locally hosted etc), but the presentation does make a big difference for at-a-glance engagement. The wealthfolio is just... very pleasant t…

+1, very polite way of saying it. of course there's a difference between the two posts. open source is interesting but not enough with a financial app, since it's all about trust + usefulness.

landing page needs to look good and communicate the value prop super effectively. If it doesn't look good you'll lose people's interest in about 2 seconds.

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

#138

Post by vladde »

is there any way to remove entries with the CSV import function?

my bank includes transactions that are yet not final (preliminary transaction where currency conversion still isn't final). these rows change both in both the title and the amount, but i can do some guessing on how a row updates.

however: when i import my transaction a couple days later again, i need to manually keep track and remove preliminary transactions (now removed from my bank's export).

related: when i imported a CSV into YNAB, i would have to manually keep track of updated entries and remove those. with some code and state handling, i could figure out which rows no longer existed – but i couldn't remove them with the import function.

i ended up abandoning YNAB's CSV import and use their API to remove transactions... but it would have been much simpler if the CSV import could just have removed certain rows from the get-go.

(while i don't think this acts as a budget, it think others will run into similar issues as i have when it comes to importing CSV files)

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

#139

Post by johntash »

NoImmatureAdHom wrote: post #98

Get thee to SimpleFIN https://www.simplefin.org/ecosystem.html I think without sync with financial institutions it's going to be hard to grow a userbase. But this is very cool software! P.S.: I ctrl+f "encrypt" on your home page and no hits. It's banking / budget / money software, there should be a hit.

Is SimpleFIN basically the same as something like Plaid? I thought it was maybe an open source thing, but it looks like you still need to sync your bank accounts to their system first?

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

#140

Post by amrawad »

a-fadil wrote: post #13
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.

Hey

Happy to help build an integration with [Lunch Flow](https://lunchflow.app), which aggregates multiple open banking providers for global coverage behind a single API.

Post reply on HN