21–30 of 162 posts
it's not open-source (yet) but we're giving you all the data of connected portfolios and bank accounts via api and it's free if you just want the data. Also we are investing a lot of time in asset matching and market data (even options are supported), something all the other tools we've tried fell short of (especially global stocks and multi currency accounts).
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The GitHub link is: https://github.com/ghostfolio/ghostfolio The premium hosted edition of this service isn't inspiring confidence if their front page, presumably residing within the same cloud infrastructure, can't handle the HN hug of death. Operational issues aside, I love seeing open source self-hosted breaking into retail wealth management. Right now, it seems everybody I speak to that isn't a professional or in…
With banking / brokerage platforms like Alpaca, it's possible to create an open source roboadvisor, but I'm not sure who the market would be. Someone who is interested in algorithmic trading would go directly access the API's, and someone who wants a hands off experience could choose from existing products, or get bundled services from a big bank.
I'm squarely in the frankenstein of spreadsheets, but also made a mobile frontend in https://jch.app The people I've talked to who use spreadsheets do it because it's fun.
Isn't "wealth" a misnomer. Do people with real wealth really use open source tools? Or do they have meetings with their accountants, bankers, brokers. This is really "wanna be wealthy" tools.
nah. Most of wealthy people I've interacted with have refined/specialized workflows that are something similar to 5 excel spreadsheets. Build a tool that allows people to organize their 5 spreadsheet and you win.
1. Overview spreadsheet that shows my current net worth (fed from my other spreadsheets), a monthly snapshot of spending, income, and assets, and number of months until FIRE based on my trailing 12 month spend and income.
2. Spreadsheet tracking stocks I own + their current value
3. Spreadsheet tracking my crypto transactions (that I run a script against to get the cost basis and current value to plug into spreasheet 1)
4. Lunchmoney.app - website that I use to track and categorize spend. This data fees into my overview spreadsheet.
Repo: https://github.com/ghostfolio/ghostfolio Trailer: https://www.youtube.com/watch?v=yY6ObSQVJZk
JavaScript packages are one of the fastest routing rotting set of dependencies.
Repo: https://github.com/ghostfolio/ghostfolio Trailer: https://www.youtube.com/watch?v=yY6ObSQVJZk