a-fadil

6 ms·

1.
by a-fadil 6mo ago
Open source means living under constant scrutiny. AI just made that scrutiny cheaper and faster. I feel this every day maintaining an open source project. The temptation to close the source is real but let’s not forget that open source is w
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by a-fadil 6mo ago
If you’re interested in finance and investment tracking https://github.com/afadil/wealthfolio
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by a-fadil 11mo ago
You setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions
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by a-fadil 11mo ago
Yes actually you can just click the edit icon near the account balance in account page to update the cash balance
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by a-fadil 11mo ago
It’s more about having the optionality to not be tied to a SaaS provider and trusting them with all your financial data and bank credentials. Having options to: 1– Install a piece of software and run it locally, no subscription, no cloud 2–
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by a-fadil 11mo ago
Yeah, 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 .
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by a-fadil 11mo ago
I actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/
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by a-fadil 11mo ago
You 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.
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by a-fadil 11mo ago
You can click on the holding, go the Quotes table and add a date, close price
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by a-fadil 11mo ago
The app support mapping profiles. I hope we will have a profile for each major broker. I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.
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by a-fadil 11mo ago
Would you actually pay for that as add-on? Plaid isn’t free.
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by a-fadil 11mo ago
Also it’s more about having the optionality. There are tons of cloud-based and connected SaaS trackers out there, but very few local ones. Having options to: – Install a piece of software and run it locally, no subscription, no cloud – Have
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by a-fadil 11mo ago
Flexoki is a bless. Thank you for making it available
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by a-fadil 11mo ago
Nope! Just shipped the self-hosted web app in Docker. No SSO yet.
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by a-fadil 11mo ago
Right 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 pr
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by a-fadil 11mo ago
You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.
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by a-fadil 11mo ago
Yeah, makes sense. I’ll probably toss in an add-on or optional integration with an account aggregator later, so folks can either opt in or just stick with a local-only setup if they prefer.
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by a-fadil 11mo ago
For 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 optio
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by a-fadil 11mo ago
Thanks, happy to keep it open source. The community has been very helpful.
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by a-fadil 11mo ago
Haha, 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.
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Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker(wealthfolio.app)
676 points by a-fadil 11mo ago|215 comments
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by a-fadil 2y ago
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&#x
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by a-fadil 2y ago
The app do a call to yahoo api to get symbol data using only the ticker symbol.
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by a-fadil 2y ago
Data stored in SQLite file
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by a-fadil 2y ago
One way to do it is to import a line with type deposit or transfer in with symbol=$CASH-USD(or other account currency)
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by a-fadil 2y ago
You log your dividends/interest and you have a dashboard in Holding section -> Income Tab
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by a-fadil 2y ago
There is an example within the app. On the import screen, navigate to the top right corner and click on "How to Import CSV" for further instructions.
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by a-fadil 2y ago
Works for me. If the tickers is in Yahoo Finance, it should be supported.
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by a-fadil 2y ago
wealthfolio.app to check for new app versions. yahoo.com to fetch ticker symbols and quotes
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by a-fadil 2y ago
I developed, the app as a side project for my needs. Made the decision to move to another public repository to open sourced and not to keep the git history. App code is simple to read if you want to check security and privacy concerns.

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