This looks great. Is there more information on the external connections the app makes? So far I see:
wealthfolio.app yahoo.com
I'm assuming latter is to fetch ticker symbols, but ideally would like to use this app completely local.
Show HN: Wealthfolio: Private, open-source investment tracker
81–90 of 281 posts
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#82Really 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.
ProjectionLab is great, it's been fun to watch it grow over the last few years!
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#83is Plaid inherently bad? Is having an automated way of pulling in real time data worth the security risk of authing into all your bank accounts? Genuinely asking as this seems great in theory, but I'm a bit confused what it looks like to manually keep it updated.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#84Earlier quoted context omitted.
That's what I was wondering. It's a ton of work, but would love the auto importing / screen scraping features that Mint.com had. For a local desktop tool it even has the potential to support every possible service because they can't do IP blocking on end-users (versus the server-to-server model that Mint.com had, caused many services to IP block Mint's servers). Unfortunately, depending on an open-source tool to do t…
> but would love the auto importing / screen scraping features that Mint.com had I never used it, but didn't that ask you for the username/password in order to do its job? If so, I wouldn't touch it with a ten-foot pole. > cause the program to send your data elsewhere -- or worse, deplete accounts' funds. Again, seemingly because their shitty architecture would that even be possible. There are modern (possibly only E…
I suppose you mean PSD2. That is mandatory for EU banks that do payments. I don't think your stock and crypto trading services need to comply.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#85Re: Show HN: Wealthfolio: Private, open-source investment tracker
#86I always wondered what staring at the historic values of your portfolio will actually help to improve performance.
If you can define some sort of investment strategy, then the tool can make you follow it perhaps.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#87Really 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.
Oh hey, thanks! Working hard to make PL a little better every day :)
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#88Really 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.
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Re: Show HN: Wealthfolio: Private, open-source investment tracker
#89First 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…
An tool (maybe AI) that processes PDF statements and outputs the structured importable positions & transactions would be appealing to me. No live online link to be compromised, or at lease a simpler fetch statement PDF scrape (vs maintain scrape of broker sites).
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#90Great work on the app. As another comment stated, having to import CSVs and spending most of your time editing transactions is a huge barrier to adoption. I know most commercial solutions offer something like Plaid to interface and import with financial institutions, and I have no idea what you can do / use as an equiv for a local solution like this.
I personally pay for Rocket Money (they let you decide how much you want to pay per month with a min of around $4 / month) and as someone who came from Mint, it does an amazing job overall - I rarely have to do manual edits (other than assigning appropriate categories for certain transactions) and the one thing it lacks is Apple Card API import (have to do CSV, but once a month isn't bad).