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

Post by u12 » Fri, Nov 21, 2025, 6:01 PM UTC

a-fadil wrote: post #15

barbazoo wrote: post #10

Earlier quoted context omitted.

So data has to be imported since the start then I'm assuming, like a complete ledger? Otherwise how would we know the complete list and the value of the investments over time. Won't that get out of sync with the ground truth (what's in the account) over time?

You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.

Post by bradleyjg » Fri, Nov 21, 2025, 6:10 PM UTC

paxys wrote: post #40

> Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions. This is unfortunately going to be the deal breaker for wide adoption. Self hosting is great, but manually importing data from dozens of accounts every day and entering every single transaction as you make it is simply too much of a burden.

Post by retep_kram » Fri, Nov 21, 2025, 6:11 PM UTC

Post by a-fadil » Fri, Nov 21, 2025, 6:13 PM UTC

reactordev wrote: post #43

paxys wrote: post #40

> Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions. This is unfortunately going to be the deal breaker for wide adoption. Self hosting is great, but manually importing data from dozens of accounts every day and entering every single transaction as you make it is simply too much of a burden.

Agreed, they should at least support Plaid to get your account information and pull it in locally.

Post by a-fadil » Fri, Nov 21, 2025, 6:15 PM UTC

bradleyjg wrote: post #44

paxys wrote: post #40

> Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions. This is unfortunately going to be the deal breaker for wide adoption. Self hosting is great, but manually importing data from dozens of accounts every day and entering every single transaction as you make it is simply too much of a burden.

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.