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

Show HN: Wealthfolio: Private, open-source investment tracker

wealthfolio.app

Post reply on HN
Print view View original

191–200 of 281 posts

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#191

Post by samstave »

ryandrake wrote: post #128
diggan wrote: post #5

First question from reading through the landing page is about this part: > Import your statements from your broker or bank. Exactly what brokers/banks that are supported should be listed somewhere and linked here, as that's a "make or break" feature for a lot of people I bet. Not much point in replacing my homegrown "Banks CSV export -> Data processing > Import into spreadsheet" workflow unless I just replace that la…

As an avid, daily Quicken user, yes, seamless integration with financial institutions is my #1 requirement. I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" option, hope it works, download a bunch of files to my computer, and then hope that they can be imported into my application--and then repeat every day when I update. I have in the past switched physical banks purely be…

# Bank of America (BofA)

BofA Login https://www.bankofamerica.com/

1. Log in to your account.

2. Go to "Activity" or "Statements".

3. Select the account and time range.

4. Click "Download" and choose "CSV". Yes

--

# Chase Chase Login

1. Log in to your Chase account.

2. Navigate to "Statements & Documents".

3. Choose the account and statement period.

4. Click "Download" and select "CSV". Yes

--

# Wells Fargo Wells Fargo Login

1. Log in to your account.

2. Go to "Account Activity".

3. Select "Download Account Activity".

4. Choose "CSV" and specify the time period. Yes

# Citibank Citibank Login

1. Log in to your account.

2. Go to "Statements".

3. Choose the time period and format.

4. Select "Download" in "CSV". Yes

# Capital One Capital One Login

1. Log in to your account.

2. Navigate to the "Account Activity".

3. Select the time period and click "Download".

4. Choose "CSV". Yes

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#192

Post by augstein »

ghosty141 wrote: post #145
ryandrake wrote: post #128

Earlier quoted context omitted.

As an avid, daily Quicken user, yes, seamless integration with financial institutions is my #1 requirement. I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" option, hope it works, download a bunch of files to my computer, and then hope that they can be imported into my application--and then repeat every day when I update. I have in the past switched physical banks purely be…

> I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" > My #2 requirement (a close second) is that the application must be running on my local PC. I will never accept a cloud-based web-app You're lucky you don't live in the EU since well then you are straight out of luck since the bank APIs are only available to commercial entities thus the software generally is in the cloud a…

Banks generally support HBCI standard (in Central/Western Europe)

Thats why using apps like Outbank, that automatically aggregate all your bank accounts data work like a charm in my experience.

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#194

Post by joshka »

throw0101b wrote: post #185
ryandrake wrote: post #128

Earlier quoted context omitted.

As an avid, daily Quicken user, yes, seamless integration with financial institutions is my #1 requirement. I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" option, hope it works, download a bunch of files to my computer, and then hope that they can be imported into my application--and then repeat every day when I update. I have in the past switched physical banks purely be…

> […] and store your credentials. And doing so violates the terms of service with many banks: > You agree that you will not authorize a third party to use the Service or share your credentials with a third party to use the Service on your behalf except in legally authorized situations such as legal guardianship or pursuant to a power of attorney. * https://www.bankofamerica.com/online-banking/service-agreeme...

Oddly, BofA actually has mechanisms in place to allow non-credential sharing access to external services. Try linking a paypal account and you'll get a prompt from a Bank of America system that allows paypal to access all your banking details.

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#196

Post by grepLeigh »

I strongly encourage you to charge (lots) of money ASAP. I love the open source, offline, rent-free ethnos but also if you've built something truly valuable, charge money for it. Donations don't count as a viable monetization strategy.

Even if the software is free and you're just offering $500/hour consulting as an add-on to the software, that helps me trust the project has sticking power.

P.S. I think Tauri is such a cool framework and a delight to use. Rust's approach to platform-specific code is so much saner than anything I've tried previously.

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#198

Post by tdignan »

joshka wrote: post #194
throw0101b wrote: post #185

Earlier quoted context omitted.

> […] and store your credentials. And doing so violates the terms of service with many banks: > You agree that you will not authorize a third party to use the Service or share your credentials with a third party to use the Service on your behalf except in legally authorized situations such as legal guardianship or pursuant to a power of attorney. * https://www.bankofamerica.com/online-banking/service-agreeme...

Oddly, BofA actually has mechanisms in place to allow non-credential sharing access to external services. Try linking a paypal account and you'll get a prompt from a Bank of America system that allows paypal to access all your banking details.

I’m sure that legalese is there for the event that you link a third party service and it empties your account.

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#199

Post by samstave »

samstave wrote: post #191
ryandrake wrote: post #128

Earlier quoted context omitted.

As an avid, daily Quicken user, yes, seamless integration with financial institutions is my #1 requirement. I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" option, hope it works, download a bunch of files to my computer, and then hope that they can be imported into my application--and then repeat every day when I update. I have in the past switched physical banks purely be…

# Bank of America (BofA) BofA Login https://www.bankofamerica.com/ 1. Log in to your account. 2. Go to "Activity" or "Statements". 3. Select the account and time range. 4. Click "Download" and choose "CSV". Yes -- # Chase Chase Login 1. Log in to your Chase account. 2. Navigate to "Statements & Documents". 3. Choose the account and statement period. 4. Click "Download" and select "CSV". Yes -- # Wells Fargo Wells Far…

REP-EDIT:

You can literally just ask bot for api docs to access info - then gimme a python for such:

https://i.imgur.com/P9UgZ98.png

>>"..evaluate the docs for each API and give me the most straight-forward python to connect which prompts me for which fin inst - with a menu for inputs. define an .env with the reqs fin inst fields i'd need to add.. but use the vars in the script... define in mermaid and swim."..

https://i.imgur.com/SpsyfI5.png

https://i.imgur.com/QzmPZIg.png

--

Basically, the semantic web is near.

Hopefully soon there will be a dictionary and a thesaurus of quippets {AI-Bot-like snippets that you call like legos to walk through a Warren (rabbits hole)

==-->

"Give me a panel that [does complex output] using [random inputs] and [other relationships] and give put that as "oligarchs" and give me relevant tables for relationships between the [elements]

(I like to add in "from this .git repo" and I also like to have them do autistically-obsessive logging.)

The problem is that I have so many logging iterations I get lost...

What I NEED is an AI co-AIHDHD-Pilot -- that watches all mY iterations and birdwalking through a problem, curiosity, muse, failure, success - -and give me a Charlie Day Version of my thought process

https://i.imgur.com/4QBjOCZ.jpeg

Re: Show HN: Wealthfolio: Private, open-source investment tracker

#200

Post by maidh91 »

Thank you for a great project Fadil.

I would love to contribute to open-source projects like yours.

Could you share the roadmap?

How do you think of making it running in mobile browsers and mobile native apps? I would love to be part of it.

One more thing is to integrate with API from brokers/exchanges.

Post reply on HN