141–150 of 281 posts
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?
Really 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.
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…
As an avid, daily Quicken user, yes, seamless integration with financial institutions is my #1 requirement. I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" option, hope it works, download a bunch of files to my computer, and then hope that they can be imported into my application--and then repeat every day when I update. I have in the past switched physical banks purely be…
> My #2 requirement (a close second) is that the application must be running on my local PC. I will never accept a cloud-based web-app
You're lucky you don't live in the EU since well then you are straight out of luck since the bank APIs are only available to commercial entities thus the software generally is in the cloud and costs money.
... and use this spreadsheet instead?
What framework/language did you use?
[0] https://github.com/afadil/wealthfolio?tab=readme-ov-file#tec...
Would love an example dataset to import just to get a sense of what it looks like with data. Maybe in an example/ folder or directly in the app as a placeholder set. :)
""" Prerequisites Ensure you have the following installed on your machine: Node.js pnpm Rust Tauri """ Sorry but all these languages and tooling just for a simple desktop application is a pass.
Right?