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

wealthfolio.app

61–70 of 281 posts

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

#61
post #57

Any recommendations for a privacy-focused app that can handle transaction splitting in ways other than 50/50? Or tracking accounts from multiple people in a household? Every app I've tried this is painful or unsupported.

GnuCash may be a good option

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

#62
post #58
post #39

Earlier quoted context omitted.

I think you're misunderstanding what kind of application this is. It's not a website, it doesn't run in your normal browser. It runs as a standalone application. > Why not? Why do you want a local first app in the first place? What's the purpose of a local first app, if not security? Because as soon as those keys aren't available (either because the endpoint no longer exists, or you cannot connect to the endpoint for…

> Because as soon as those keys aren't available (either because the endpoint no longer exists, or you cannot connect to the endpoint for whatever reason (like being offline)), you can no longer access your data. The encryption key doesn't have to be stored in the cloud. It just has to be stored somewhere else -- it could be in the file system. > It's not a website, it doesn't run in your normal browser. It runs as a…

> The encryption key doesn't have to be stored in the cloud. It just has to be stored somewhere else -- it could be in the file system.

Right, makes sense. I was saying to not store it in the cloud, specifically. Encrypt local data at rest, makes sense. Storing encryption keys for said content somewhere where you need internet access to get, doesn't make much sense.

> Even if it's a standalone application, it doesn't mean the code can be entirely trusted. I wouldn't take that risk.

"Trusted" here refers to "not user provided inputs" that SaaS/website usually does somewhere. Obviously, there is code somewhere that you haven't read and verified, that's true for literally everyone using a computer today, no one has read and verified all the code they've run, we'd get nothing done if that was common practice.

Just for curiosities sake, what OS you use and how much of your software you use daily have you read through the source code of?

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

#63
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…

I really feel like there should be a tool that wraps Woob[0] finance and provides something similar to Plaid, but self-hosted. There are some great finance apps that could then potentially integrate it to improve automation.

Woob does a great job of providing a good API for automating the web, and sure, not everything works, but it's a good start. Unfortunately, it seems it's not very well known still.

[0] https://woob.tech/

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

#66
post #57

Any recommendations for a privacy-focused app that can handle transaction splitting in ways other than 50/50? Or tracking accounts from multiple people in a household? Every app I've tried this is painful or unsupported.

https://www.splitwise.com/

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

#69

"Local Data Storage. No Subscriptions, No Cloud" This is what we need more often from our software, especially from software that works with sensitive data. I do typically want sync options though since I tend to use several different devices and it sucks not being able to reference information on the go from my phone. Sync options can include locally/self hosted options or use something like iCloud that don't depend…

I built a similar tool to what OP shared, mainly for debts instead of investments, and I completely agree with you. My app only uses iCloud to sync and it keeps all sensitive data on the user's phone. Another benefit I want to share about this approach is it means that apps built local-only will never have the risk of one day going offline and being inaccessible due to the company closing down or turning off the server.

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

#70
post #22

RRSP and CAD on the homepage . So few financial apps work for Canadians.

Its common for Canadians to have USD and CAD investments so that means the app will have to handle multiple currencies which is a useful feature for any investment app.
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