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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

#211

Post by amrawad »

iancarroll wrote: post #207
amrawad wrote: post #140

Earlier quoted context omitted.

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.

It’s great that you have coverage across multiple countries. I’ve noticed most budget apps cannot handle multiple currencies at all, much less automated sync across multiple countries.

that's indeed the idea! it started with me finding out that I'm missing on a lot of great personal finance apps because bank sync is mostly catered towards the US, and mostly use a single provider, so wanted to change that :)

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

#212

Post by Terr_ »

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.

Also, even if you trust the startup's current management and investors... a lot of those virtuous promises aren't enforceable in bankruptcy, and they may be in some legal jeopardy if they safely dispose of those "assets" before they are liquidated into the hands of someone without scruples.

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

#213

Post by Terr_ »

TNorthover wrote: post #67
darkest_ruby wrote: post #65

Earlier quoted context omitted.

http://github.com/venil7/assets

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.

I think if it's strongly relevant and someone else started the conversation, that it's fine as long as there's disclosure.

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

#214

Post by cortesoft »

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.

No I didn’t, I was kinda hoping I would get some suggestions in replies…

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

#216

Post by GoatOfAplomb »

ekhaliul wrote: post #204
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…

self hosted ActualBudget and SimpleFin for fetching data automatically works great for me so far. You can also setup multiple instances and tune them separately if you like.

Looks promising. Thank you.

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

#217

Post by ornornor »

throw0101c wrote: post #26
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…

> 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).

A while ago, I wrote a ruby gem to convert my banks’ csv export to the format ynab4 expects to import all transactions automatically. It even does currency conversion using the rate at the time of transaction (I have accounts in several currencies).

It uses a plugin structure so if your bank is missing you can contribute your parser.

https://rubygems.org/gems/ynab_convert/versions/2.0.6

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

#218

Post by ftwynn »

mwexler wrote: post #200

I am actually quite frustrated with the state of "Open Banking" access in the US. No matter which tool I use across open source or just something I hack myself (or a spreadsheet), I still have no easy way to get to my banking and investment data. Plaid and other "aggregator/scrapers" are not designed for a single user. Tiller and Lunchapp seem OK, but now I have yet another party involved in the process. Why is there…

As I understand it, Tiller is basically a wrapper around Yodlee with some spreadsheet integration. I've found pulling the data from the spreadsheets into beancount/fava isn't too bad.

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

#219

Post by whnr »

john-titor wrote: post #210

strange no one mentioned portfolio performance until now https://www.portfolio-performance.info/en/ lots of features, has been around for some time

If you’re a German this is wonderful because it imports PDFs of most German (and some European) brokers perfectly.

A big pain I have with the US reporting is that dividend payments don’t give the quality there based on anywhere. That makes it close to impossible to calculate TTWROR or IRR. Because just because yahoo says there was a dividend does not mean there was cash flow.

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

#220

Post by bradleyjg »

a-fadil wrote: post #50
bradleyjg wrote: post #44

Earlier quoted context omitted.

If there was a sufficiently good import, something deeply customized for at least the top N banks, I think I’d be ok with that workflow. But even Quicken was disappointing on that front.

The app support mapping profiles. I hope we will have a profile for each major broker. I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.

Neat! Thank you. That’s really the killer feature for this imo.

In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view.

It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.

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