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

wealthfolio.app

21–30 of 228 posts

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

#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

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

#22
> Create a the contribution limit with an identifiable name (e.g. 2025 RRSP or 2025 Roth IRA), Year and set the contribution limit in base currency.

* https://wealthfolio.app/docs/guide/goals/

Neat: RRSPs are Canadian, so not necessarily US-only.

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

#24

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…

> I love the idea of keeping my finances private I'd love that too, but I'm not sure it's even feasible or possible, at least in the EU country where I live. I, like most people (I think?) need to file taxes each year, and those include my new positions, or what positions have disappeared, including how much I have in savings. And, the only way for me to keep savings without losing money, is to keep it in a bank, so…

What you describe sounds more like keeping your assets a secret... and if you feel defeated because the government can know, how do you feel about hiring an accountant? Or executing stock trades? You can't keep those activities a secret from those agents working for you. You would probably expect them to keep their privileged information about you _private_ though, right?

And I think that's what the parent post is talking about. Today's companies make you agree to 3 50-page documents which they can update at any time and your continued use after such silent updates constitutes consent.. and at some point they will sell your financial status/well-being to people for profit. So the more you feed them the more of your data that is being easily sold.

We ultimately probably can't stop that, but we can make it more difficult. Many apps like this would take your information and sell it.. having an option that lets you track your own finances without becoming a product is nice.

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

#25
Looks really cool, very much appreciate making it free/select price.

Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much unusable (can't submit!)

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

#26

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…

> 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).

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

#28
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/

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

#29
post #9

this looks really polished, congrats! in your opinion, how does it compare with alternatives like actualbudget [0]? I've been using Quicken for a long time and might be in the market for a subscription-less alternative that is ideally self-hosted. Quicken has been running into lots of issues syncing some of my accounts lately (mostly duping assets). [0] https://actualbudget.org/

I've used actualbudget for several years now after switching from Quicken. Actual is great for budgeting but my strategy has been to use a separate investment tracker to get a nice dashboard to look at. I haven't found one yet that handles account syncing seamless as I'd like... I've used Ghostfolio but I'm going to give this a try.

On a side note; SimpleFIN works well with actual, and the person that runs the bridge is great.

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