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Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
Hi HN, creator of Wealthfolio here.
A year ago, I posted the first version. Since then, the app has matured significantly with two major updates:
1. Multi-platform Support:
Now available on Mobile (iOS), Desktop (macOS, Windows, Linux), and as a Self-hosted Docker image.
(Android coming soon).
2. Addons System:
We added explicit support for extensions so you can hack around, vibe code your own integrations, and customize the app to fit your needs.
The core philosophy remains the same: Always private, transparent, and open source.
- denysvitali 11mo agoLooks very polished, I'll try it out! Best of luck, and thank you for keeping it open source (:
- a-fadil 11mo agoThanks, happy to keep it open source. The community has been very helpful.
- ckdarby 11mo agoLooks heavily inspired by Wealthsimple
- a-fadil 11mo agoHaha, I'm a big user and fan of Wealthsimple :) I created the app initially to have a unique experience for all my other accounts in other banks. I took inspiration from other fintechs as well.
- barbazoo 11mo agoDoes that mean if one's investments are mostly with Wealthsimple that it'll be easy to set up? How do the integrations work, is it all file (csv) based or is there direct access as well?
- jedc 11mo agofrom the docs: "Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions."
- barbazoo 11mo agoSo data has to be imported since the start then I'm assuming, like a complete ledger? Otherwise how would we know the complete list and the value of the investments over time. Won't that get out of sync with the ground truth (what's in the account) over time?
- a-fadil 11mo agoFor now, it's CSV and manual editing using the UI. I'm looking to have direct integration with major brokers when possible to avoid third-party aggregators and managing users' data/credentials (or at least have the option to).
- theogravity 11mo agoReally interested in how you do this. When I as looking into building my own finance-related app, you have to pay a ton to get market data (stocks, crypto, ETFs, options) and connecting bank accounts if it's not for individual use (you still have to pay for individual use, but not significantly as much).
- willio58 11mo ago
- GoatOfAplomb 11mo agoI love the idea of keeping my finances private while still having a useful tracker/planner. And I love that this would give me some protection against a new version making things worse. I also love the option to write my own plugin or to hack the source code itself (even though I probably wouldn't). But I don't think I'm willing to give up fully automated data refreshes at this point. I have too many accounts to track.
- embedding-shape 11mo ago> I love the idea of keeping my finances private I'd love that too, but I'm not sure it's even feasible or possible, at least in the EU country where I live. I, like most people (I think?) need to file taxes each year, and those include my new positions, or what positions have disappeared, including how much I have in savings. And, the only way for me to keep savings without losing money, is to keep it in a bank, so it's again not private. Feels like "private finance" been dead for a long time, unless you start using cryptocurrencies specifically for privacy, like zcash, otherwise you'll be having non-private data at least somewhere.
- ldoughty 11mo agoWhat you describe sounds more like keeping your assets a secret... and if you feel defeated because the government can know, how do you feel about hiring an accountant? Or executing stock trades? You can't keep those activities a secret from those agents working for you. You would probably expect them to keep their privileged information about you _private_ though, right? And I think that's what the parent post is talking about. Today's companies make you agree to 3 50-page documents which they can update at any time and your continued use after such silent updates constitutes consent.. and at some point they will sell your financial status/well-being to people for profit. So the more you feed them the more of your data that is being easily sold. We ultimately probably can't stop that, but we can make it more difficult. Many apps like this would take your information and sell it.. having an option that lets you track your own finances without becoming a product is nice.
- 11mo ago
- l9o 11mo agothis looks really polished, congrats! in your opinion, how does it compare with alternatives like actualbudget [0]? I've been using Quicken for a long time and might be in the market for a subscription-less alternative that is ideally self-hosted. Quicken has been running into lots of issues syncing some of my accounts lately (mostly duping assets). [0] https://actualbudget.org/ https://actualbudget.org/
- brandonjcooper 11mo agoI've used actualbudget for several years now after switching from Quicken. Actual is great for budgeting but my strategy has been to use a separate investment tracker to get a nice dashboard to look at. I haven't found one yet that handles account syncing seamless as I'd like... I've used Ghostfolio but I'm going to give this a try. On a side note; SimpleFIN works well with actual, and the person that runs the bridge is great.
- darkwater 11mo agoI'm a noob on this: does it work as well with funds from all over the world? How does it track them?
- a-fadil 11mo agoRight now the app supports three market data providers: Yahoo Finance, AlphaVantage, and MarketDataApp. If your ticker is on one of those, it updates automatically. If not, you’ll have to switch it to manual tracking and update or import prices yourself.
- danielhep 11mo agoI have all my self hosted services set up with authentication through SSO now. Does this support that?
- jryio 11mo agoFor those interested in this type of single entry accounting (and by extension double entry) Here are some other ones I've tried and used in the past: https://copilot.money https://copilot.money https://lunchmoney.app https://lunchmoney.app https://ynab.com https://ynab.com https://beancount.io https://beancount.io https://hledger.org https://hledger.org
- sahaskatta 11mo agoFew more to consider: https://www.monarch.com/ https://www.monarch.com/ https://useorigin.com/ https://useorigin.com/
- camel_Snake 11mo agoI use monarch and I've been happy enough with it. Would probably consider self-hosting with actual in the future, but I wanted an easy on-ramp for myself to actually get in the habit of budgeting.
- adverst 11mo agoI use monarch, I don't think it is very good as an 'investment tracker' (what wealthfolio claims to be). It's fantastic as a more general personal finance/budget tracker. For example - I have to reclassify loads of transactions for it to track close to correctly. Say treasuries - purchase at a discount, then at maturity redeem for full amount. You can enter them as buy/sell, but then it wont properly report to cashflow, or give you a good classification as to what type of income that was. Similar with stocks and short term/long term. It means that even though all the info is there it's not as useful as I'd like for showing total income broken out as types of income to help with tax planning etc. I still use it so the annoyances are not too extreme, but if there were a tool that did a better job of the investment side I'd switch. Looking at the wealthfolio features I'm not sure it handles any of that any better though, but it does seem to break out dividend/interest income.
- GoatOfAplomb 11mo agoTypo fix: ynab.com
- throw0101c 11mo ago> Create a the contribution limit with an identifiable name (e.g. 2025 RRSP or 2025 Roth IRA), Year and set the contribution limit in base currency. * https://wealthfolio.app/docs/guide/goals/ https://wealthfolio.app/docs/guide/goals/ Neat: RRSPs are Canadian, so not necessarily US-only.
- kepano 11mo agoI love that it uses Flexoki for the color palette. I never thought I'd see it so widely adopted!
- a-fadil 11mo agoFlexoki is a bless. Thank you for making it available
- honeybadger91 11mo agoFirst thing I thought of is, "I love how this is open-source and the add-on model reminds me of Obsidian". Thank you for all your hard work.
- mNovak 11mo agoLooks really cool, very much appreciate making it free/select price. Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much unusable (can't submit!)
- mNovak 11mo agoIssue was only with add account, so continuing to try to onboard myself. Is there more detailed documentation available? A few troubles I've run into: - Having trouble with stock splits -- Schwab simply reports the added shares, not the split ratio, so I can't do it via csv import - Separate but probably related, if I add some shares back in 2022 (e.g. SWPPX, a SP500 index), the "performance" shows essentially immediate -90% return. I suspect this is also related to splits; possibly Yahoo finance retroactively applies the future split quantity on historic quotes. Edit: figured this out, I'm responsible for entering any splits across the history, it seems - How do you designate the counter-account for transfer-in / transfer-out transactions? - Schwab does some funny business with date strings occasionally ("03/16/2022 as of 03/15/2022"); not your problem per se, but interpreting either presented date would be better than quietly defaulting to 1970 - In the activities tab, I can only reverse date order in list view, but not grid view - As a wishlist item.. default csv import settings for major brokerages would be great, considering this is in principle how you're expecting users to repeatedly interact with the software - Maybe I'm missing it, but is there a simple way to see the list of accounts you've created? This would seem like a very basic feature. Edit: okay, I see them in dashboard, but can't add them there. Would seem like an appropriate nav column entry. I don't mind dumping in a few csv every month to update, but having to manually fix my csvs before upload adds a lot of effort.
- u12 11mo ago[dead]
- ihaveone 11mo agoI'd be looking for a plugin that tracks the transactions of US senators. That would be highly useful...
- jewel 11mo agoHere's a philosophical question. Does anyone account for inflation when looking at their long term history? I've been thinking of looking at everything in 2019 dollars. It might also be useful to adjust for inflation going backwards, e.g. everything shows in 2025 dollars.
- paxys 11mo ago> Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions. This is unfortunately going to be the deal breaker for wide adoption. Self hosting is great, but manually importing data from dozens of accounts every day and entering every single transaction as you make it is simply too much of a burden.
- reactordev 11mo agoAgreed, they should at least support Plaid to get your account information and pull it in locally.
- a-fadil 11mo agoWould you actually pay for that as add-on? Plaid isn’t free.
- paxys 11mo agoSelf-hosted doesn't have to mean free. I think an option to enable syncing with your own Plaid key (that you manage and pay for yourself) would be great.
- onelesd 11mo agoi would happily pay. i already pay for monarch.
- codegeek 11mo agoI would just add the option to add your own Plaid key or do manual imports.
- reactordev 11mo agoNo, the ability to import is table stakes for me. I'm not manually entering transactions or trades. Simply providing an API key for me and vibe coding a client to pull is all that's needed.
- 11mo ago
- deleted 11mo ago[deleted]
- retep_kram 11mo agoI would love if it also included tracking/aggregation for regular accounts, not just investing. With spending categorisation, for example.
- deleted 11mo ago[deleted]
- dang 11mo agoRelated: Show HN: Wealthfolio: Private, open-source investment tracker - https://news.ycombinator.com/item?id=41465735 https://news.ycombinator.com/item?id=41465735 - Sept 2024 (263 comments)
- tristor 11mo agoI liked the concept here, but tried it out and couldn't figure out how to add the very first thing successfully. I set up my employer's 401k as the first account, and went to add the first investment in the account, but it's a mutual fund not an ETF, which means I had to disable symbol lookup. I had a cost-basis, I had a current value, and I had a count of shares, but you only asked for an average cost-basis and count of shares. I had no way to update the current value. When starting out the first entry should have all three of these. I tried to figure out to update this, but the only value adjustment was via providing a spread (open/high), and I couldn't figure out how to use this to get it to an accurate value. Honestly, it would have been better to have cost basis tracking in a more advanced place and started with current value and count of shares, and then simply update current value on a time-basis.
- a-fadil 11mo agoYou can click on the holding, go the Quotes table and add a date, close price
- blackhaj7 11mo agoAwesome. I have been meaning to give this a try so this is a great nudge. Given the permissions you expose, it looks like it is possible to write a plugin to get account activities from something like Plaid so I don't need to keep importing - am I understanding correctly?
- kaspermarstal 11mo agoOoooh, graphs that goes up! I want that. Looks really cool, great job.
- aerhardt 11mo agoThis looks great. I've thought about vibe-coding a similar app for a while but this might just do - I could save a ton of work. Others have mentioned in the thread that the lack of account integration might be a problem. Plaid has been mentioned as a potential service, are there other recommendations? If I find time I could try to write a plugin over a few weekends.
- tma 11mo agohttps://snaptrade.com/ https://snaptrade.com/. (disclaimer: I'm one of the cofounders) We're developer oriented, free to get started, and investment focused.
- workworkwork71 11mo agoI'm one of your customers, love the product!
- darkest_ruby 11mo agoInteresting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets http://github.com/venil7/assets with all the same features, including self hosting and it barely got any traction
- noeltock 11mo agoNo landing page, UI seems bland?
- andrewchen2004 11mo agoUI polish and this has a nice lander with a better sell than a Github readmw
- tormeh 11mo agoWhy does this app have a nice landing page? Who paid for that? Why? Nobody makes a landing page to wcratch their own itch. In some situations I'd rather have a readme.
- thesh4d0w 11mo ago> Nobody makes a landing page to wcratch their own itch. Just because you don't, doesn't mean nobody else does. Lots of people have a design itch to scratch.
- dangus 11mo agoMaking a landing page is generally free. Pick a static site generator, template, toss it on netlify for free, and you can be done in ~30 minutes. I don’t think you need to have a financial notification to make a nice webpage for your project that you are proud of.
- ninininino 11mo agoI at least would absolutely invite you to share in this thread some of the differences between your offering and this one! I didn't see your post.
- Dilettante_ 11mo ago>Addons system Does it do something like custom positions? Like if I wanted to wrap my polymarket positions into there, could I hack that together? Does this support kinda-specific stuff like those german FinTs and EBICS?
- niyazpk 11mo agoNice features, and very professional website! As others have mentioned, adding account integrations will make this much easier to use. I would also love to hear more of your story, and motivations around this project.
- a-fadil 11mo agoI actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/ https://wealthfolio.app/blog/wealthfolio-manifesto/
- skittleson 11mo agoThere is a few problems with the site docs, the app image for linux (missing libs) and docker instructions. Otherwise its a great idea.
- ghm2199 11mo agoLets say my strategy from now is: 15% on an ex-US mid cap, 15% US Largecap, 15% ACWI growth, 15% Emerging market growth, 40% in short treasury fixed income. If I already have some ETFs already, can this be used to bucket and calculate what is the current state of the ETFs I hold against the strategy? Can it do that for Mutual funds in like retirement accounts? Context: I want to implement my own portfolio using some weights on a basket of ETFs. The ETFs are selected by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc) based on expected returns.
- workworkwork71 11mo agoHey, going to shamelessly plug here. We do portfolio guidance as an RIA: https://www.fulfilledwealth.co/ https://www.fulfilledwealth.co/ Free to try. Shoot us an email if you want a demo.
- ghm2199 11mo agoMy hero usecase with these tools is to auto pull investments from Fidelity 401K account + Schwab brokerage + BYOBrokerage. Then combine them and break them down by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc)
- notherhack 11mo agoI gave the iOS app a spin. 1. It requires at least 2 characters to search for a symbol. What about Verizon (V) or AT&T (T)? 2. I entered a holding for a fund that doesn’t have public quotes by choosing not to look up the symbol and entering the price and purchase date, but then I couldn’t find a way to manually add price quotes for later dates to reflect the change in value.
- a-fadil 11mo agoYou can search by company name. For manual pricing, click on an added manual holding, then there is a tab "Quotes" in the top right to view and edit the prices.
- sakopov 11mo agoThis looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way to extend things with plugins.
- conqrr 11mo agoThis is the 'problem' I need solved as well. Sync across multiple Financial institutions is a nightmare. If the CSV import can be automated with some Plaid/simplefin bridge that's reliable, I think it would be a nobrainer for a large group of us to selfhost instead.
- skeeter2020 11mo agohonest question: if you're using something like Plaid that means essentially "here's my admin credentials" are you really self hosting?
- conqrr 11mo agoIt's still limited to just one party, that's heavily regulated for compliance. Not perfect, but a step better than exposing to apps that can have bigger surface area of exposure.
- a-fadil 11mo agoYeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons https://wealthfolio.app/addons.
- bix6 11mo agoWhich plugin handles syncing? For me this is a core piece of any money app. If an app doesn’t include syncing it’s not worth it. I have too many moving pieces to deal with CSV exports.
- ewuhic 11mo agoWill this help me file german taxes?
- NoImmatureAdHom 11mo agoGet thee to SimpleFIN https://www.simplefin.org/ecosystem.html https://www.simplefin.org/ecosystem.html I think without sync with financial institutions it's going to be hard to grow a userbase. But this is very cool software! P.S.: I ctrl+f "encrypt" on your home page and no hits. It's banking / budget / money software, there should be a hit.
- johntash 11mo agoIs SimpleFIN basically the same as something like Plaid? I thought it was maybe an open source thing, but it looks like you still need to sync your bank accounts to their system first?
- DougN7 11mo agoThis is really cool and kind of what I'm looking for since trusting my account details to some app gives me heartburn. I downloaded the source and built it, but still have heartburn after seeing it download 700+ crates/packages. Who knows what is in all of that?!?
- dexterdog 11mo agoI want to use it, but the first bank I tried (wealthfront) only exports in qfx so that's a dealbreaker.
- cchance 11mo agoLove the idea, but really need some form of access to API's for the big brokerages and apps to be able to pull in data, doing stuff by hand ... na nice looking site/app tho
- ChrisNorstrom 11mo agoI just came here to tell you how beautiful your color scheme is. It immediately reminds me of the color of the paper of money. The layout and color scheme look professional, trustworthy, tried and true, traditional yet modern. It's gorgeous!
- atbpaca 11mo agoThis is awesome. Thank you for sharing and making it open-source!
- Hnrobert42 11mo agoI downloaded the iOS app. I like the simplicity. I wonder if it could even be a bit simpler. I currently do a quarterly financial review. I document the balances from all of my accounts. In addition to buy/sell/deposit/withdrawl, could Wealthfolio have an option to just add a balance. I suppose In the meantime, I'll make do with deposits and withdrawals. Last, could you make it a little easier to find to donate button? Or possible at all? Now that I have the app open, I can't find where to send a one time payment.
- a-fadil 11mo agoYes actually you can just click the edit icon near the account balance in account page to update the cash balance
- netbioserror 11mo agoI greatly look forward to the day when the Godot team focuses on UI tools and workflow, a layout and theming engine, and slim UI-focused builds. So we can avoid this total nonsense local-server React-UI insanity. This is such a stupid way to build desktop applications.
- vladde 11mo agois there any way to remove entries with the CSV import function? my bank includes transactions that are yet not final (preliminary transaction where currency conversion still isn't final). these rows change both in both the title and the amount, but i can do some guessing on how a row updates. however: when i import my transaction a couple days later again, i need to manually keep track and remove preliminary transactions (now removed from my bank's export). related: when i imported a CSV into YNAB, i would have to manually keep track of updated entries and remove those. with some code and state handling, i could figure out which rows no longer existed – but i couldn't remove them with the import function. i ended up abandoning YNAB's CSV import and use their API to remove transactions... but it would have been much simpler if the CSV import could just have removed certain rows from the get-go. (while i don't think this acts as a budget, it think others will run into similar issues as i have when it comes to importing CSV files)
- lateforwork 11mo agoIt seems promising, but usability sucks. I can't figure out how to add anything. In the holdings screen there is no add button. In the income screen there is no add button. In the performance screen there is an Add account button. But pressing it opens a search accounts panel. WTF? I was able to add benchmarks, so I can at least see a chart. The chart animations are gratuitous... all it does is make you wait a bit. I the pressed the history icon. Turns out it is the activity screen, not history. Finally I found the Add activity screen. I press Add activity... but in the dialog requires an account and I don't know how to create an account. There are no more screens. At this point I gave up.
- a-fadil 11mo agoYou setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions
- dw_arthur 11mo agoI update a spreadsheet twice a year which takes about 15 minutes. Tracking investments day to day isn't healthy imo.
- tecoholic 11mo agoI agree, generally. But there is always a bit of a nuance when it comes to personal finance. I have gone through the full cycle, I started off with logging every single transaction, then syncing everything and tracking monthly cash flow, investment dashboards and then to yearly syncs and now I barely think about it. What happened was I slowly built an awareness of how things are going, where my spending and savings are and internalised a few things. For example, as a contractor I responsible for my taxes, so 30% of my invoice goes into a savings account as soon as I get paid. But, that wouldn’t have happened right away for me, if I have never done the monthly cash flow. I think everyone goes through this journey. Because I often see people super into accounting for a couple of years and then completely abandon it later in life. Looking at it daily in early stages help get a feel and set expectations for the long term. Some people get sidetracked here and the phrase “Beat the market” grates on me for that reason.
- workworkwork71 11mo agoThat's kind of just a brag about being wealthy though, isn't it? For many people who are trying to get escape velocity to being financially secure, tracking spending + investments is a necessary reality. No one is saying it's healthy but if you have debt, can't save or don't have investments on track to meet your future needs then what's more unhealthy, monitoring or lower living standards?
- dw_arthur 11mo agoI am only talking about investments. You'll stress yourself out and might make bad decisions if you frequently look at your stock portfolio. Tracking spending isn't a bad idea if you're trying to save or struggling to save.
- Yodel0914 11mo agoI do a similar thing on the investment side. I did play with this app to see if it would give me anything that my spreadsheet doesn’t, but I’m not really seeing it On the spending/budgeting side, I could see the use of day-to-day tracking. I import my credit card transactions into gnucash weekly - if I didn’t already have a good workflow set up I could see the use of something like this to help keep on top of things.
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- newman314 11mo agoI currently use Banktivity which is OK. Would love to hear from any others that have used Banktivity and migrated to something else. Ideally, there should be OFX support.
- xvilka 11mo agoWould be nice to have integration with hledger, Ledger, beancount, and other PTA tools.
- sebmellen 11mo agoI see a lot of talk about alternatives, but no one has mentioned Quicken. What!? Quicken is the undisputed king of personal finance software! Wealthfolio looks very neat too.
- kinnth 11mo agoYeah I need to mirror a few other comments. I would definitely give this a go, but I need plugins that connect automatically to my Broker. In my case IBKR, but the top brokers you would need Schwab, Fidelity, Trading212, Hood. Without that onboarding the tool becomes a headache and what I already have is good enough. YNAB is also a very good reference of where to go next in the budgeting sense. That has a real use case and also opportunity for solving many users needs. Good luck I can see it's a great piece of software, but as trading is my fulltime job I have far too many trades and without an auto-importer it wont work for me.
- matt3210 11mo agolol zero looks the same on all platforms
- pimterry 11mo agoHow does this compare to Ghostfolio? Seems like it's exactly the same space & Ghostfolio has an existing substantial user base. Why should I choose one or the other?
- RagnarD 11mo agoThe idea of privacy and wealth tracking is problematic. Other than a subset of crypto (and only a subset), all of the things being tracked are in some company's database(s), particularly any equity positions or cash accounts. There's nothing particularly private about that, really.
- fittingopposite 11mo agoLooks very polished. Nice work! When do you expect to release the Android version ?
- mwexler 11mo agoI am actually quite frustrated with the state of "Open Banking" access in the US. No matter which tool I use across open source or just something I hack myself (or a spreadsheet), I still have no easy way to get to my banking and investment data. Plaid and other "aggregator/scrapers" are not designed for a single user. Tiller and Lunchapp seem OK, but now I have yet another party involved in the process. Why is there not an aggregation service that literally lets me go directly to my financial institutions to pull down my data and put it into whatever I want? A Plaid, Finicity, Yodlee, MX for the user, not the mass-traffic developer? I guess, like price engines and free hosting, the business model isn't there to support a thing that just helps folks.
- dmoy 11mo agoSimpleFIN is a layer on top of MX that you can pay $15/yr for. It's still MX under the hood though so it's maybe not quite as satisfying of a solution? I agree I wish we had better consistent APIs between financial institutions for data access in the US.
- ftwynn 11mo agoAs I understand it, Tiller is basically a wrapper around Yodlee with some spreadsheet integration. I've found pulling the data from the spreadsheets into beancount/fava isn't too bad.
- meonkeys 11mo agoThis is awesome follow-through by @a-fadil / @afadil. Here's a similar post from a year ago: https://news.ycombinator.com/item?id=41465735 https://news.ycombinator.com/item?id=41465735 In the space of local-first finance apps, I've really enjoyed Actual Budget (as have many, based on what I'm seeing in other comments). I'll check out Wealthfolio but like @dw_arthur I'm concerned about looking at investments too much / too often. I try to invest based on personal experience / value and always go long. I use off-budget accounts in Actual to track investments/illiquid value changes and update them every 6mo-1yr. I'm sure a spreadsheet would work fine for this as well. But for someone who moves investments more frequently, Wealthfolio looks awesome. For managing my life's data, this golden combination is always going to win: app that works well | full/local control of data | sane FOSS project governance | software license mitigates enshittification (e.g. AGPLv3)
- john-titor 11mo agostrange no one mentioned portfolio performance until now https://www.portfolio-performance.info/en/ https://www.portfolio-performance.info/en/ lots of features, has been around for some time
- whnr 11mo agoIf you’re a German this is wonderful because it imports PDFs of most German (and some European) brokers perfectly. A big pain I have with the US reporting is that dividend payments don’t give the quality there based on anywhere. That makes it close to impossible to calculate TTWROR or IRR. Because just because yahoo says there was a dividend does not mean there was cash flow.
- sciencesama 11mo agoIs there a way i can get my costco orders into a system for searching and analysis ?
- loa_observer 11mo agoit would be great if it can integrate a graphic walker compoennt for those tablaur data visualzation on-flight https://github.com/Kanaries/graphic-walker https://github.com/Kanaries/graphic-walker
- bluprince13 11mo agoThis is amazing. I love that you can provide your own API keys for anything. That’s a model I hadn’t considered. Thank you so much for this. I’ll check out the repo later and see if I can contribute in any way.