Looks like it only takes CSVs, how would we upload documents from brokerage accounts?
Show HN: Wealthfolio: Private, open-source investment tracker
51–60 of 281 posts
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#52First 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.
I assume it uses no external services at all as it's supposed to be local first and "No Cloud" is basically the first thing you see when opening up the landing page.
Not to mention the second paragraph is "no more worries about SaaS services playing around with your data"
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#53Man... The loss of Mint has really left a gap in this market.
Not really: Ever since Mint's shut down, there have been replacements pouring out of the woodwork. It's a low-hanging-fruit (Due to aggregators like Plaid), saturated marked. Note that the OP's program is a bit different in that it's local, and seems to focus on individual investments vice online account aggregation.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#54UI looks way more polished than the competition — without having fully set it up, the app sounds very promising as an alternative to SaaS tools. Any plans to monetise?
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#55First 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…
For that very reason I tried selfhosting Actual Finance[1] but it is more of a budgeting app than a networth tracking app.
I ended up coding a small exporter[2] since I already had some stack in place that queries SimpleFI[3], which essentially allows querying balance and transaction information for most US-based banks (read only); most similar to plaid but a lot more developer-friendly afaik.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#56v1.0 before 100 commits, wow.
It appears that it does not use 0ver: https://0ver.org/
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#57Any 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.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#58Earlier quoted context omitted.
> only with trusted code That's a big assumption. Have you read all the code, and the dependencies of the dependencies of your code? If you haven't, how do you know it can be trusted? What if there is a backdoor in an obscure dependency that can inject a script into your website to steal your sensitive data? Don't laugh it off. When there is money on the line, someone is going to try it. > Neither are there browser e…
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 standalone application.
Even if it's a standalone application, it doesn't mean the code can be entirely trusted. I wouldn't take that risk.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#59Any 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.
Any personal accounting software? Quicken, GNUCash, any Plain Text Accounting, etc.
I must be missing something in your requirements.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#60Really happy with Projection Lab in this space. Although it's not open source, it is self-hostable if you pay for their lifetime access. The developer continues to update it, and has pretty much all the features I want for managing retirement projections.