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I love projects like these exists, but not being able to download the data automatically from my accounts was a dealbreaker for projects like GNUCash.
Is it "a thing" that you post your stuff in Reddit, Dev.to, and a random "Awesome" repo on GitHub and then use that as "social proof"?
"Seems legit." - Some guy on Yelp
Does anyone have experience with self-hosting this? Curious to learn what worked and what did not.
I tried it a couple months ago and wasn't too impressed. Unless I missed the feature, I trade enough to need something that can plug in to my brokerage accounts. There is a trade import feature, but I'm not going to export/import transactions from multiple accounts daily.
Does this retrieve data from your accounts? If so, what does it use to do that? Plaid? I love projects like these exists, but not being able to download the data automatically from my accounts was a dealbreaker for projects like GNUCash.
Earlier quoted context omitted.
Typescript tells me that it will start to break soon if it ever gets abandoned. JavaScript packages are one of the fastest routing rotting set of dependencies.
I wanted to dispute this but then I remembered that I wasted 2 hours yesterday because Yarn 3 PnP and Typescript weren't playing nice together.
Earlier quoted context omitted.
Everyone in my family with a net worth over 5MM self-manages their assets. Many financial advisors/managers are percentage based commission which ends up being about as close to a scam as you can get without it being unethical. (very much just my own opinion here) I don't trust industries that use ignorance to line their pockets, which is why I manage my own wealth.
Worked in wealth management (and am now building something similar to the OP but from a totally different direction), it is a complete scam. The original comment says that no-one is using apps...what do you think wealth managers use? Wealth managers are usually the same products that are re-skinned for professional use with a few added features that most advisors should know how to do themselves...but usually don't (…
What the actual f...
According to the "Global Wealth Databook 2021" by Credit Suisse, page 129, there are in the US:
- $1-5M : 19.5M people (- $5-10M : 3.2M people (- $10-50M : 1.5M people (0.4%)
And that is from one of the richest country in the world, with a very steep exponential wealth distribution.
$1-50M is _far_ from "medium wealth" by any stretch of the imagination.
>$1M (liquid) is enough to be denoted "high net worth" HNW and access private banking, with a dedicated wealth manager, from most major investment banks.
Very neat, excited to take a look, and especially excited that it is self hostable / open source. I've tried a number of services like this, and always end up back on a spreadsheet because: 1. I hate giving my data to a third party 2. There always ends up being some limitation that forces me to exclude part of my assets, doesn't let me handle something the way I wish, etc
Offline taxes
guess there’s not enough money in that
Why did the site hijack the back button? I tried to return to HN but it just kept reloading into the ghostfol.io site...
I am using Portfolio Performance for a while now. Need to check how it compares. PP is easier to set up though, it's a plain old Java desktop application. https://www.portfolio-performance.info/en/ Edit: it works well for crypto too, you can track anything that has a count and a price.