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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

#271

Earlier quoted context omitted.

I can provide an API key, you can use their staging API that allows a few banks for free. That's what I do with a local script I wrote, I get my banks' balances once a week.

They deprecated their staging API. The equivalent now is “limited production access”.

Ah really? That's too bad, I guess I haven't used mine in a while, but I was just about to again.

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

#273

Earlier quoted context omitted.

Yes, Plaid stores your credentials. Replicating Plaid-the-service's functionality to run locally would be a large lift...

Unattended import would be downright impossible, as most financial institutions require 2FA (usually SMS, gross) to login. Plaid is often given the privilege to bypass this, either through special APIs or through very long lived session tokens.

Or in some cases, Plaid will literally ask you to input your two-factor code into their site upon login.

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

#274

Looks nice. One reason why I use a spreadsheet for stuff like this is I can share it with my wife through Google Sheets, so we can periodically update with our separate accounts.

I posted before an Ask HN submission if there were an app that essentially acted as a frontend to Google Sheets, where I could enter information into a mobile or desktop app and have it sync to Sheets but it seems like no such solution exists. I might just have to build it myself.

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

#275

Man... The loss of Mint has really left a gap in this market.

Once Mint.com has closed I started to dig for alternatives and found Monarch Money. Couldn't be happier to pay for the service. New features come out pretty often, and I believe they work on the better support for tracking investments.

What do you like about Monarch? I was thinking of using it as well after Mint closed.

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

#276

Earlier quoted context omitted.

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)

Yeah- maybe my intent wasn't clear- I would love to use something like Mint/Plaid where all the credentials stay local on my box rather than on some companies box who now essentially have the keys to my financial kingdom.

Mint but downloadable software that runs locally.

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

#277

Earlier quoted context omitted.

Once Mint.com has closed I started to dig for alternatives and found Monarch Money. Couldn't be happier to pay for the service. New features come out pretty often, and I believe they work on the better support for tracking investments.

What do you like about Monarch? I was thinking of using it as well after Mint closed.

Compared to mint here is a list of things I like about it in no particular order: No ads, I pay for the service and my data is not sold to 3rd party, design, ability to have many different accounts, auto-sync with all my accounts, transaction reviews, cashflow breakdown and sankey diagrams, mobile application + web versions, transaction logging. beginner friendly budgeting interface, tracking recurring transactions.

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

#278

Earlier quoted context omitted.

What do you like about Monarch? I was thinking of using it as well after Mint closed.

Compared to mint here is a list of things I like about it in no particular order: No ads, I pay for the service and my data is not sold to 3rd party, design, ability to have many different accounts, auto-sync with all my accounts, transaction reviews, cashflow breakdown and sankey diagrams, mobile application + web versions, transaction logging. beginner friendly budgeting interface, tracking recurring transactions.

Thanks, how are the mobile vs web apps? I found some other services but they're a bit janky on the mobile side whereas with Mint I only used it for mobile, albeit as a reactive rather than a proactive budgeting tool. On that note, how does Monarch compare to YNAB or something where you budget proactively? Is this what you alluded to by "beginner friendly budgeting interface," like what parts make it beginner friendly?

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

#279
So Wealthfolio gained some attention since the launch. I wrote a kind of a manifesto for the app: https://wealthfolio.app/manifest Also, a draft of the roadmap: https://github.com/afadil/wealthfolio/discussions/70 Will be working to make it the best desktop tracker :)

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

#280

Looks nice. One reason why I use a spreadsheet for stuff like this is I can share it with my wife through Google Sheets, so we can periodically update with our separate accounts.

I posted before an Ask HN submission if there were an app that essentially acted as a frontend to Google Sheets, where I could enter information into a mobile or desktop app and have it sync to Sheets but it seems like no such solution exists. I might just have to build it myself.

Would google appsheet work?
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