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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

#171

Post by GoatOfAplomb »

whyleyc wrote: post #133
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).

Thanks for the tip. I'll definitely look into it.

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

#173

Post by duskdozer »

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 just the mindset. The "oh well 'they' already have all my data anyway" mindset leads to more and more individual steps of giving up privacy even if you could do something about it.

It might not protect any more data, but not attempting is a guarantee that it won't.

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

#174

Post by duskdozer »

workworkwork71 wrote: post #150
cortesoft wrote: post #124

Earlier quoted context omitted.

Well, one of the benefits is that it won't go away. I used Mint for years, and I LOVED it. Hooked it up to all my accounts, it could track purchases and spending and kept everything up to date automatically. It would remember how I categorized things. Of course, then Intuit decided to get rid of it and force everyone to move to Credit Karma, which doesn't do the same things AT ALL. I don't care about tracking my cred…

Did you find a suitable replacement? What do you use now? I'm interested to hear how big of an sticking point this still is with this a verbose range of options now.

different poster of course, but actualbudget (free selfhost) + simplefin (paid api for transactions) has been really good. faster and more features than the commercial options had. simplefin can also be used for your own local projects

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

#175

Post by workworkwork71 »

technofiend wrote: post #166
workworkwork71 wrote: post #142

Earlier quoted context omitted.

I'm a founder in this space (Fulfilled - posted above). Here's the reality: You're right that incentives matter. But selling your data would be idiotic for us, same reason it would be for your bank in that trust is the entire business model. If we want to monetize insights from aggregated data, we'd do it in-house and offer you better products. Example: Why sell your mortgage readiness data to some broker when we cou…

"...Selling your data would be idiotic...same reason it would be for your bank [to sell your data] in that trust is the entire business model." I'm afraid that ship has sailed and taken your data with it. https://www.cnbc.com/2025/11/14/jpmorgan-chase-fintech-fees....

I really don't think you read this article beyond the headline because that's not what it's about or implying...literally in the slightest.

That article is about JPMorgan being able to charge Plaid or other providers for the middleman access. They used to be operating almost for free, now Plaid has to pay for access the same way companies like mine pay Plaid.

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

#176

Post by zero0529 »

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 am going to add it to my watch list on GitHub as it looks interesting. However, as the other post said, it needs an elevator pitch and do not be afraid to include more pictures.

I have a hard time finding the features of the program from the repository alone. For me personally, I do not have time to do a deep dive into the code (or even the api spec) of potentially interesting software to figure out what is going on. Especially in your case where it seems to use a pure functional approach in typescript, which creates additional overhead :) Best of luck with the project.

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

#177

Post by conqrr »

skeeter2020 wrote: post #101
conqrr wrote: post #94

Earlier quoted context omitted.

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?

It's still limited to just one party, that's heavily regulated for compliance. Not perfect, but a step better than exposing to apps that can have bigger surface area of exposure.

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

#178

Post by technofiend »

workworkwork71 wrote: post #175
technofiend wrote: post #166

Earlier quoted context omitted.

"...Selling your data would be idiotic...same reason it would be for your bank [to sell your data] in that trust is the entire business model." I'm afraid that ship has sailed and taken your data with it. https://www.cnbc.com/2025/11/14/jpmorgan-chase-fintech-fees....

I really don't think you read this article beyond the headline because that's not what it's about or implying...literally in the slightest. That article is about JPMorgan being able to charge Plaid or other providers for the middleman access. They used to be operating almost for free, now Plaid has to pay for access the same way companies like mine pay Plaid.

So you don't think Plaid sells customer data? And by extension charging for customer data requests by Plaid and other aggregators isn't in fact charging for it?

Plaid does in fact sell your data, but they ask for permission first. So does JPMC, for that matter: https://media.chase.com/news/chase-launches-chase-media-solu...

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

#179

Post by yard2010 »

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…

This is nice of you. I just want to say to the GP it's mostly random IMHO. Survivorship bias is hard. You hear about only what you hear about, not all the great stuff. It's a matter of big numbers, don't give up, play the long game.
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