While you’re at it, have a look at Ghostfolio too:
https://ghostfol.io/en/start
Open Source and self-hostable.
Show HN: Wealthfolio: Private, open-source investment tracker
41–50 of 281 posts
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#42Looking 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,…
Activity > Upload-Icon (top right) > Drop CSV
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#43Looks interesting. I have tried it out. Cannot see how to do this step: > Import your statements from your broker or bank.
Activity > Upload-Icon (top right) > Drop CSV
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#44Looks very cool. I started working on my own version of this to self host in my LAN. First issue I ran into was the lack of understanding certain CSV formats. For example, Vanguard is so common that I support their export format exactly. Might be worth thinking about focusing on a few common brokerages (vanguard, fidelity, schwab) and making the experience for those really good. Otherwise it's all too manual and most people won't bother going through the hassle of it all.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#45just want to mention that it's like a few hours to set up some google sheets scripts to set up 90% of this yourself.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#46Looking 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,…
Activity > Upload-Icon (top right) > Drop CSV
Thanks! I didn't see it. The add activity button is prominent!
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#47Re: Show HN: Wealthfolio: Private, open-source investment tracker
#48Man... The loss of Mint has really left a gap in this market.
Once Mint.com has closed I started to dig for alternatives and found Monarch Money. Couldn't be happier to pay for the service. New features come out pretty often, and I believe they work on the better support for tracking investments.
Seconded. I used Personal Capital for a while but the links to my accounts broke frequently. Moved to Monarch and paid for it and its way less of a hassle.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#49First 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 just assumed it uses Plaid.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#50I've put 15 minutes of my work into configuring the app. Even on that surface level I can conclude that the application is full of bugs that impact accounts and savings. It looks good, but it's unusable for any serius purpose. Have a nice day.