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

wealthfolio.app

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

#131

Post by groby_b »

jfdjkfdhjds wrote: post #101
diggan wrote: 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…

it's open source... so all of them?

That's a somewhat useless statement. "I have a hello world on github. It's Open Source, so it can solve all your problems" is both true and not helpful at all.

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

#132

Post by rexreed »

diggan wrote: 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…

The Spreadsheet-based workflow works very well for me as well. I have a feeling a very large % of people manage their personal finances on a spreadsheet. And it's private, not cloud based, backupable, and password protected.

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

#133

Post by ryandrake »

yellowapple wrote: post #129

It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven't tried my other accounts yet. It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.

There is a standard, called OFX[1], but support among financial institution is spotty, unfortunately.

1: https://en.wikipedia.org/wiki/Open_Financial_Exchange

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

#135

Post by TuringNYC »

yellowapple wrote: post #129

It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven't tried my other accounts yet. It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.

>> Fidelity's CSV exports don't seem to be particularly cooperative AFAICT

Not to mention, Fidelity's site seems broken over half the typical days, especially with products like Basket Trades. Baskets broken. No cost basis. No quotes...not even during market hours. Insane.

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

#136

Post by aaronax »

ejp wrote: post #76
aaronax wrote: post #59

Earlier quoted context omitted.

Any personal accounting software? Quicken, GNUCash, any Plain Text Accounting, etc. I must be missing something in your requirements.

In my experience, gnucash qualified easily as painful. :) Here's an example of what I'm talking about: suppose you and a housemate decide that an equitable split for the electric bill is 65/35 based on usage habits. One person pays the electric bill every month. All of these finance apps will download the transaction, categorize the electric bill for me, and maybe apply a custom tag. But I have to manually calculate…

I see. I split my monthly cell phone bill among 8 family members. This is a manual process, but not too bad since I do it on average twice a year (faster to sign in and download 6 PDFs once than to sign in 6 times to download 1 PDF each time, etc.). So a few minutes to download 6 statement PDFs, 10 minutes to key numbers from those PDFs into my spreadsheet, and then 15 minutes to go through and manually split the transactions based on totals from the spreadsheet.

I'm pretty sure I could write a custom importer for Beancount but the breakeven point on time would be years.

I think modifying the CSV importer for Beancount to split certain transactions to certain percentages would be fairly easy--switching to Beancount itself (or other Plain Text Accounting software) would of course be monumental. But it is the ultimate in flexibility.

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

#138

Post by constantinum »

Manually adding/importing has always been a hassle for me to get into these apps. For the hassle one has to go through to get the data in, I would just settle for an excel sheet. Let me how you folks are integrating various banks/cards/stock brokers with investment apps?

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

#139

Post by constantinum »

tomlue wrote: post #45

just want to mention that it's like a few hours to set up some google sheets scripts to set up 90% of this yourself.

Not sure why this is downvoted. I settled with spreadsheets after trying out lots of such trackers. The frustration in your comment, I can feel. A lots of similar comments also reflecting the same about spreadsheets.

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

#140

Post by [deleted] »

brutal_boi wrote: post #55
diggan wrote: 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…

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. [1] https://actualbudge…

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