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

wealthfolio.app

221–230 of 281 posts

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

#221
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.

Ditto. Even though I'm quick to scream "that spreadsheet is an abomination, you need a database", actually, my personal finances spreadsheet is not an abomination (at least, I'd like to think it's not - and after having seen quite a few "enterprise spreadsheets" in my time, I'd like to think I'm familiar with most of the red flags these days), it's what spreadsheets were designed for. It helps me to appreciate why accountants will never ditch spreadsheets: you just can't beat their flexibility and ease-of-use.

Although I choose convenience over privacy / no-cloud, Google Sheets FTW.

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

#222
post #181

Earlier quoted context omitted.

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…

Interesting perspective because my #1 requirement is that no 3rd party gets financial login credentials at all. I'm willing to do CSVs in order to not compromise on security, although the experience most certainly is bad.

A lot of brokers offer read-only logins/API keys for these cases. I still heavily agree with your general sentiment - purchasing power is among the most valuable information to businesses and advertisers.

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

#224
post #89

Earlier quoted context omitted.

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).

Portfolio Performance ( http://portfolio-performance.app ) does just that.

The link doesn't work for me, adding 'www.' prefix fixes it: https://www.portfolio-performance.app/

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

#225

Earlier quoted context omitted.

I don’t know - I really don’t like having those credentials in third parties hands - but I just do this stuff quarterly

Agreed- but an app on my own desktop I would be happy to give to, at least instead of a website where they are stored in a database on someone else's box.

What do you mean? Isn't Plaid online, and you have to give them your credentials for them to fetch data for you? (Genuinely curious, never used Plaid myself)

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

#226

Earlier quoted context omitted.

Indie developers getting paid for their craftsmanship ruined the web? If a solo dev builds a tool that helps even a handful of people manage 5-6-7 figure portfolios, that's worth more than a cup of coffee.

No, the idea that every minuscule scrap of content in the world exists to be monetized. There are a million other projects that are monetized, why do you need to "strongly recommend" against the very idea of one that is not? If that's what the author wants, then great, they should do it, and I hope they make a nice profit. The post suggests it's not what they want.

Also, as a dev myself, I will investigate it and if I like it and use it, I will implement any missing interfaces, so the author will benefit too. I would never do that for a closed source app. If it used fair source license - maybe, depends on the conditions (should allow unrestricted use, but can limit commercial activities... but that's just my line in the sand).

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

#227
post #60

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.

Is it specifically for the north American financial market / system?

No not from what I recall.

It supported most UK scenarios but I felt like it never got personal taxes quite right. It seemed to be out by about 2-4%

But maybe I didn't fully understand it, partly because of the way it calculates it as a repayment in the following year (our income taxes are deducted at source and paid monthly)

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

#228
From the GitHub readme:

Technologies Used

Frontend

React: JavaScript library for building user interfaces.

React Router: Declarative routing for React.

Tailwind CSS: Utility-first CSS framework for styling.

Radix UI/Shadcn: Accessible UI components.

Recharts: Charting library built with React.

Backend / APIs

React Query: Data-fetching library for React.

Zod: TypeScript-first schema declaration and validation library.

Development Tools

Vite: Next-generation frontend tooling.

TypeScript: Typed superset of JavaScript.

ESLint: Pluggable linting utility for JavaScript and JSX.

Prettier: Code formatter.

Tauri: Framework for building tiny, secure, and fast desktop applications.

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

#229
post #155

I am currently working on configuring a similar private, open source portfolio tracker built on top of ledger (a double-entry accounting system). I was drawn to it because of its yml config that I can version control easily If anyone has set up Paisa (successfully or unsuccessfully) and has anything to share, I'd love to hear it. https://paisa.fyi/ https://demo.paisa.fyi/ https://ledger-cli.org/ When comparing the tw…

Looks interesting, thanks for sharing. One comment: I didn't find any mention of "open source" or AGPL on paisa.fyi, which is kind of a big deal to me, and I assume others too. Maybe you should add it there?

Like the idea of using text files as storage as it lets me use git to track changes - nice! Will check it out too.

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

#230
post #17

"Local Data Storage. No Subscriptions, No Cloud" This is what we need more often from our software, especially from software that works with sensitive data. I do typically want sync options though since I tend to use several different devices and it sucks not being able to reference information on the go from my phone. Sync options can include locally/self hosted options or use something like iCloud that don't depend…

> This is what we need more often from our software, especially from software that works with sensitive data. Storing sensitive data in local storage makes you vulnerable to XSS attacks and Man-in-the-Browser attacks. You're exposing your sensitive data to an attacker that injects a script to the website and to malicious browser extensions. All sensitive data stored in local storage must be encrypted using a key stor…

This app is using "local storage" (storage that is local to your computer), not browser "window.localStorage".
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