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

1–10 of 281 posts

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

#1

Post by a-fadil »

Thank you for your comments, just some context:

- The app is a simple desktop application that works on macOS, Windows, and Ubuntu.

- I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns.

- For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms.

- No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).

Show HN: Wealthfolio: Private, open-source investment tracker
wealthfolio.app

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

#4

Post by Oras »

Looking good, I've worked in a startup doing this using an app (with more things).

Adding accounts manually is painful. We used to do it with Open Banking, but since this is open-source, I appreciate that it cannot be done with Open Banking. However, an option to upload a statement (CSV) will simplify the process.

The same goes for adding securities. I believe you can get an eToro statement that shows you everything, and then you can parse it to populate the information.

Good luck!

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

#5

Post by diggan »

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 last step but the previous ones remain the same.

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

#7

Post by jimmyswimmy »

tsycho wrote: post #2

Does it support options, or only stocks? How do you get current market prices for investments?

Looks like it uses yahoo_finance_api in rust. In theory that supports options, but no idea whether this tool handles that data properly, I didn't feel like searching that hard.

It's gonna take a lot to pry me away from my spreadsheets. They are simple and just work. Ages and ages ago I used MS Money but once they shut down I never migrated to the 'sunset edition,' just switched to excel. I keep trying things, but without local, automatic sync to my accounts, nothing is as simple and effective as a simple spreadsheet, for me.

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

#9

Post by TexanFeller »

"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 on a software vendor's running a service though.

Post reply on HN