This 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.
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.
This 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.
I 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.
> I love the idea of keeping my finances private while still having a useful tracker/planner.
YNAB4 was a local client, but with YNAB5 they sadly (to me) went online and subscription.
I happily paid for v4 (one-time purchase), but was/am not willing to pay for v5 because (a) I don't like renting software, and (b) I have no need for syncing (which a subscription could justify to pay for ongoing server costs).
sort of different but I built https://paperright.xyz budgeting app to address some of my frustration with budgeting apps, bank connections, ease of use, privacy, etc. It doesn't connect to your bank or take any info other than your email (+stripe if you sign up for pro). I built it because i needed a budgeting app for my brain. Also research shows AI/automated financial management doesnt work you need to manually track things to really understand whats going on.
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.
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.
What 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.
Right on. In this case, I used "private" to mean "the makers of this particular product don't have a ton of my financial information." I don't expect a product like this to prevent my government, or my brokerage, or my bank, or even a middleman account aggregator, from knowing about my money. But something like this can be one less thing, at least.
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 to right to use a nicer app instead of a spreadsheet
– not hand over your banking creds. Some banks will void your account insurance if you do
– Reduce your exposure by not putting all your financial data on some startup’s servers
But why one or the other? Don't get me wrong, I appreciate a curated list of suggestions, but it would really be useful to have some tips or comments on the experience of each one, their shortcomings or advantages. Otherwise, it's not much better than just checking out a list of names from Google :)
I still use GNUcash [1]. Only drawback is comparatively poor handling of equities, with no good way to view historic portfolio value / net worth. Great for general purpose accounting though.
Which you appear to be the developer of from other comments in this thread. Not saying it's bad, but it's self-promotion rather than organic preference.
I'm a huge fan of You Need A Budget, it was instrumental in giving me control over my finances. It feels like a superpower to see all my money in one place and not care which bank account the dollars actually reside. Also makes it easier to take advantage of various offers (Credit card or things like HYSA) since I know all the records will live in YNAB and I have full control there, even if the individual banks I use have terrible UIs.
Interesting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets with all the same features, including self hosting
and it barely got any traction
> Source available for inspection and personal use only. Free to use non-commercially; commercial use reserved to the author. No warranty or liability. Contributions do not confer authorship or ownership rights.
So I don't want to be rude, and am saying this purely as feedback since you asked and I detect a bit frustation - the wealthfolio site linked in the post presents a lot better than your one linked in your github.
Nominally they appear to be very similar like you say (open source, locally hosted etc), but the presentation does make a big difference for at-a-glance engagement. The wealthfolio is just... very pleasant to look at. The site largely focuses on what the value to the reader is, versus 'how do I get it running'.
Just my thoughts. I know it's incredibly frustrating when you see a copy/version of something you've made, but it gets more attention. But honestly could also just be the mood of the day. There may just be nothing to read into here.
It's marketing and empathising with your market. A github page doesn't give the impression of a polished product and doesn't inspire confidence. It looks more like a draft. When I go to your page the first thing I see is a list of code files but I don't care about that I want to know what it can do for _me_ and my finances.
Sometimes, its just luck or timing. But I usually upvote open source projects with an actual website and not just a repo. Thats me of course. Also, the UI screenshots from your github didn't look that appealing. Hope this feedback is helpful.
Why 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.
Lets 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.
My 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)
I 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.
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.
this 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).
I'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.
> 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.
Would it be possible to write an addon to use Perl's Finance::Quote [1] like GnuCash does? It supports scraping many financial websites, as well as paid AlphaVantage quotes.
Maybe the license structure could allow for proprietary extensions. I don't think there would be many people willing to put the work of writing many deep and good quality integrations with banks for free.
If there was a sufficiently good import, something deeply customized for at least the top N banks, I think I’d be ok with that workflow. But even Quicken was disappointing on that front.
Quicken is getting even more and more disappointing.
Used to be, you'd use what Quicken calls "direct connect" where the client software itself connects to your bank's servers and pulls down your transactions and balances. They also had this "quicken connect" where the client software connects to Quicken servers, who, in turn, contact your bank--making Intuit an unwanted middleman. Slowly, but consistently, Quicken has been dropping "direct connect" support and coercing their users to go the middleman route.
I, too, have been looking for an alternative to Quicken, but: 1. I don't want to have to go to each bank's crappy web site and download a crappy CSV to import, and 2. I also don't want the software developer inserting itself into what should be a data transfer between me and my bank.
The Holy Grail personal finance software would 1. be free and open source, 2. download data directly from financial institutions without CSVs or a middleman and 3. store the data in an open format like sqlite that I can query and manipulate outside of the application.
If you can be a little flexible on (2), then Beancount hits most of the Holy Grail points. The ledger format is literally text (it is plain-text accounting after all) but there is a query language the works really well.
I end up saving CSV's locally and importing the transactions from there (no hand entry, but I still need the intermediate download step.) I don't find it that too burdensome since I don't have a zillion different accounts.
Yea, (2) is always the tough one. Looking at my Quicken, I have 28 active accounts that I regularly (like daily) update from online, and manually finding, downloading, importing, and reconciling 28 CSVs is just not going to be acceptable.
Self-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.
Looks 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!)
Awesome. 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?
Here'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.
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 prices yourself.
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.
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 option to).
This would be amazing, though I realize it's not straightforward and not easy to do. I have so many accounts across different companies that this connection piece is basically a requirement for me to use your app on a regular basis. I'm sure that applies to a lot of people, and I'm sure you already know that. I appreciate the focus on building the tool first and then getting that connection stuff working later.
I just want to also commend you on the UI/UX here, it looks and feels really solid.
Really 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).
"Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions."
So 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?
I 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.
This 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.
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.
This 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.
I 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.
> I love the idea of keeping my finances private while still having a useful tracker/planner.
YNAB4 was a local client, but with YNAB5 they sadly (to me) went online and subscription.
I happily paid for v4 (one-time purchase), but was/am not willing to pay for v5 because (a) I don't like renting software, and (b) I have no need for syncing (which a subscription could justify to pay for ongoing server costs).
sort of different but I built https://paperright.xyz budgeting app to address some of my frustration with budgeting apps, bank connections, ease of use, privacy, etc. It doesn't connect to your bank or take any info other than your email (+stripe if you sign up for pro). I built it because i needed a budgeting app for my brain. Also research shows AI/automated financial management doesnt work you need to manually track things to really understand whats going on.
ActualBudget is a pretty great YNAB alternative that is free and locally hosted.
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.
I'll certainly give this another look if you do. Good luck with it.
> 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.
What 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.
Right on. In this case, I used "private" to mean "the makers of this particular product don't have a ton of my financial information." I don't expect a product like this to prevent my government, or my brokerage, or my bank, or even a middleman account aggregator, from knowing about my money. But something like this can be one less thing, at least.
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 to right to use a nicer app instead of a spreadsheet – not hand over your banking creds. Some banks will void your account insurance if you do – Reduce your exposure by not putting all your financial data on some startup’s servers
For 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://lunchmoney.app
https://ynab.com
https://beancount.io
https://hledger.org
For germans I found https://parqet.com/ very good.
Generous free tier and auto sync from some common german banks
But why one or the other? Don't get me wrong, I appreciate a curated list of suggestions, but it would really be useful to have some tips or comments on the experience of each one, their shortcomings or advantages. Otherwise, it's not much better than just checking out a list of names from Google :)
I still use GNUcash [1]. Only drawback is comparatively poor handling of equities, with no good way to view historic portfolio value / net worth. Great for general purpose accounting though.
[1] https://www.gnucash.org/
Few more to consider:
https://www.monarch.com/
https://useorigin.com/
Adding https://github.com/firefly-iii/firefly-iii
http://github.com/venil7/assets
Which you appear to be the developer of from other comments in this thread. Not saying it's bad, but it's self-promotion rather than organic preference.
Which do you like for what purpose ?
Also seems like Empower (not listed) is the big one
Typo fix: ynab.com
Clickable link: https://ynab.com
I'm a huge fan of You Need A Budget, it was instrumental in giving me control over my finances. It feels like a superpower to see all my money in one place and not care which bank account the dollars actually reside. Also makes it easier to take advantage of various offers (Credit card or things like HYSA) since I know all the records will live in YNAB and I have full control there, even if the individual banks I use have terrible UIs.
Fixed thanks!
Interesting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets with all the same features, including self hosting and it barely got any traction
> Copyright © 2025. All rights reserved.
> Source available for inspection and personal use only. Free to use non-commercially; commercial use reserved to the author. No warranty or liability. Contributions do not confer authorship or ownership rights.
Not super related, but have you considered getting a proper licence? Your project is not so much 'open source' as much as it is 'source-available'. Might be a good read: https://opensource.stackexchange.com/questions/9805/can-i-li...
So I don't want to be rude, and am saying this purely as feedback since you asked and I detect a bit frustation - the wealthfolio site linked in the post presents a lot better than your one linked in your github.
Nominally they appear to be very similar like you say (open source, locally hosted etc), but the presentation does make a big difference for at-a-glance engagement. The wealthfolio is just... very pleasant to look at. The site largely focuses on what the value to the reader is, versus 'how do I get it running'.
Just my thoughts. I know it's incredibly frustrating when you see a copy/version of something you've made, but it gets more attention. But honestly could also just be the mood of the day. There may just be nothing to read into here.
It's marketing and empathising with your market. A github page doesn't give the impression of a polished product and doesn't inspire confidence. It looks more like a draft. When I go to your page the first thing I see is a list of code files but I don't care about that I want to know what it can do for _me_ and my finances.
Sometimes, its just luck or timing. But I usually upvote open source projects with an actual website and not just a repo. Thats me of course. Also, the UI screenshots from your github didn't look that appealing. Hope this feedback is helpful.
UI polish and this has a nice lander with a better sell than a Github readmw
Why 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.
> 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.
No landing page, UI seems bland?
I 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.
Lets 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.
Will this help me file german taxes?
My 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)
I 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.
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.
this 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/
I'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.
> 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/
Neat: RRSPs are Canadian, so not necessarily US-only.
> 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.
Would it be possible to write an addon to use Perl's Finance::Quote [1] like GnuCash does? It supports scraping many financial websites, as well as paid AlphaVantage quotes.
1. https://finance-quote.sourceforge.net/
One possible option might be to set up email ingestion. My brokerage will send a daily update, for example. It's not super detailed, but it's a start.
Maybe the license structure could allow for proprietary extensions. I don't think there would be many people willing to put the work of writing many deep and good quality integrations with banks for free.
If there was a sufficiently good import, something deeply customized for at least the top N banks, I think I’d be ok with that workflow. But even Quicken was disappointing on that front.
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.
Quicken is getting even more and more disappointing.
Used to be, you'd use what Quicken calls "direct connect" where the client software itself connects to your bank's servers and pulls down your transactions and balances. They also had this "quicken connect" where the client software connects to Quicken servers, who, in turn, contact your bank--making Intuit an unwanted middleman. Slowly, but consistently, Quicken has been dropping "direct connect" support and coercing their users to go the middleman route.
I, too, have been looking for an alternative to Quicken, but: 1. I don't want to have to go to each bank's crappy web site and download a crappy CSV to import, and 2. I also don't want the software developer inserting itself into what should be a data transfer between me and my bank.
The Holy Grail personal finance software would 1. be free and open source, 2. download data directly from financial institutions without CSVs or a middleman and 3. store the data in an open format like sqlite that I can query and manipulate outside of the application.
If you can be a little flexible on (2), then Beancount hits most of the Holy Grail points. The ledger format is literally text (it is plain-text accounting after all) but there is a query language the works really well.
I end up saving CSV's locally and importing the transactions from there (no hand entry, but I still need the intermediate download step.) I don't find it that too burdensome since I don't have a zillion different accounts.
[This](https://reds-rants.netlify.app/personal-finance/the-five-min...) project (I am not affiliated in any way) claims to automate ledger update even further.
Yea, (2) is always the tough one. Looking at my Quicken, I have 28 active accounts that I regularly (like daily) update from online, and manually finding, downloading, importing, and reconciling 28 CSVs is just not going to be acceptable.
That said, I'll check out Beancount!
Agreed, they should at least support Plaid to get your account information and pull it in locally.
Would you actually pay for that as add-on? Plaid isn’t free.
I would just add the option to add your own Plaid key or do manual imports.
Self-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.
i would happily pay. i already pay for monarch.
This 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.
Nice 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.
I actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/
Looks 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!)
>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?
There is a few problems with the site docs, the app image for linux (missing libs) and docker instructions. Otherwise its a great idea.
Awesome. 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?
Related:
Show HN: Wealthfolio: Private, open-source investment tracker - https://news.ycombinator.com/item?id=41465735 - Sept 2024 (263 comments)
Here'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.
I'm a noob on this: does it work as well with funds from all over the world? How does it track them?
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 prices yourself.
I have all my self hosted services set up with authentication through SSO now. Does this support that?
Nope! Just shipped the self-hosted web app in Docker. No SSO yet.
I would love if it also included tracking/aggregation for regular accounts, not just investing. With spending categorisation, for example.
Looks heavily inspired by Wealthsimple
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.
Does 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?
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 option to).
This would be amazing, though I realize it's not straightforward and not easy to do. I have so many accounts across different companies that this connection piece is basically a requirement for me to use your app on a regular basis. I'm sure that applies to a lot of people, and I'm sure you already know that. I appreciate the focus on building the tool first and then getting that connection stuff working later.
I just want to also commend you on the UI/UX here, it looks and feels really solid.
Really 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).
from 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."
So 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?
You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.
I'd be looking for a plugin that tracks the transactions of US senators. That would be highly useful...
Ooooh, graphs that goes up! I want that.
Looks really cool, great job.
I love that it uses Flexoki for the color palette. I never thought I'd see it so widely adopted!
First 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.
Flexoki is a bless. Thank you for making it available
Looks very polished, I'll try it out!
Best of luck, and thank you for keeping it open source (:
Thanks, happy to keep it open source. The community has been very helpful.
I 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.
You can click on the holding, go the Quotes table and add a date, close price