Wealthfolio

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.

Love the design! If this had automatic importing I would probably drop Copilot for this.

UI looks way more polished than the competition — without having fully set it up, the app sounds very promising as an alternative to SaaS tools. Any plans to monetise?

This looks beautiful. I am building in the same way, a private app, runs on desktop, same tech stack. I have a very generous free tier and I want to add two paid tiers. I have to…

"Local Data Storage. No Subscriptions, No Cloud" This is what we need more often from our software, especially from software that works with sensitive data. I do typically want…

This looks really nice, and I love that it's open source and all the data is saved locally. I will give it a try this weekend!

It's a beautiful design, and I like the idea of OSS and self-hosted instead of a SaaS, but since it doesn't support direct connections to banks/brokerages (i.e., through Plaid),…

This looks really nice, and I love that it's open source and all the data is saved locally. I will give it a try this weekend!

It's a beautiful design, and I like the idea of OSS and self-hosted instead of a SaaS, but since it doesn't support direct connections to banks/brokerages (i.e., through Plaid),…

On one hand, this looks like awesome work. On the other hand, personally for me I am not sure how it could ever work for me. Right now, I have 20+ money/investment accounts from…

Looking good, I've worked in a startup doing this using an app (with more things). Adding accounts manually is painful. We used to do it with Open Banking, but since this is…

Looks very cool. I started working on my own version of this to self host in my LAN. First issue I ran into was the lack of understanding certain CSV formats. For example,…

I tried importing activity from a Charles Schwab account, and it did not work, since they capitalize their field titles. Then after fixing that I got "CSV deserialize error:…

It looks nice, but unfortunately Fidelity's CSV exports don't seem to be particularly cooperative AFAICT, which limits how much I'd be able to use this. Haven't tried my other…

tried it quickly on a personal machine running windows; all attempts at submitting `BUY`s for popular tickers (regardless of price, tax, quantity, ticker, date) seem to result in…

I've put 15 minutes of my work into configuring the app. Even on that surface level I can conclude that the application is full of bugs that impact accounts and savings. It looks…

The tickers from my 401k at Vangaurd aren't supported. VFIAX, VTIAX. Oh well.

So what happens when I buy more of a stock? I need to go update my wealthfolio right? How does it do with pension accounts, mutual funds and various other things that may be…

That's what I was wondering. It's a ton of work, but would love the auto importing / screen scraping features that Mint.com had. For a local desktop tool it even has the…

Great work on the app. As another comment stated, having to import CSVs and spending most of your time editing transactions is a huge barrier to adoption. I know most commercial…

is Plaid inherently bad? Is having an automated way of pulling in real time data worth the security risk of authing into all your bank accounts? Genuinely asking as this seems…

First question from reading through the landing page is about this part: > Import your statements from your broker or bank. Exactly what brokers/banks that are supported should…

Looks interesting. I have tried it out. Cannot see how to do this step: > Import your statements from your broker or bank.

Note that this is a desktop app developed via Tauri. It would be great to turn this into a hosted service that I can deploy onto a homelab and access everywhere?

"Local Data Storage. No Subscriptions, No Cloud" This is what we need more often from our software, especially from software that works with sensitive data. I do typically want…

I wish this and Ghostfolio supported stock splits.

Looks cool! How does it compare with Portfolio Performance[0], which is arguably the most popular open-source tool for portfolio tracking? [0]:…

This looks great. Is there more information on the external connections the app makes? So far I see: wealthfolio.app yahoo.com I'm assuming latter is to fetch ticker symbols, but…

How do things remain private if the prices of assets, like stocks, have to be updated?

Does it support options, or only stocks? How do you get current market prices for investments?

This looks nice. Does this work for the international market, like Brazil for example? Does it track fixed-income types of investments like government bonds, etc?

Looks cool! How does it compare with Portfolio Performance[0], which is arguably the most popular open-source tool for portfolio tracking? [0]:…

I have been very happy with https://www.portfolio-performance.info/en/ which is also Open Source, local/desktop and quite advanced.

While you’re at it, have a look at Ghostfolio too: https://ghostfol.io/en/start Open Source and self-hostable.

Really happy with Projection Lab in this space. Although it's not open source, it is self-hostable if you pay for their lifetime access. The developer continues to update it, and…

I am currently working on configuring a similar private, open source portfolio tracker built on top of ledger (a double-entry accounting system). I was drawn to it because of its…