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), then it's not really an option for me. I'm not going to go through the trouble of downloading/importing CSVs etc. (too many different accounts). (I currently use Wealthfront for net worth aggregation and Copilot for tracking spending.)
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 has pretty much all the features I want for managing retirement projections.
Looks cool! How does it compare with Portfolio Performance[0], which is arguably the most popular open-source tool for portfolio tracking?
This is the second time I've looked at this and I can't get past the chart having no labels or axes. I have no investments at all, but I feel like if I wanted a chart, I'd want to not be required to interact with it to see information. Likewise with the Apple-esque ambiguous financial goal progress bars or whatever. Is it 60% or 20 out of 30 dollars over what period of time? Feels like removing information didn't help here.
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 yml config that I can version control easily
If anyone has set up Paisa (successfully or unsuccessfully) and has anything to share, I'd love to hear it.
https://paisa.fyi/ https://demo.paisa.fyi/ https://ledger-cli.org/
When comparing the two programs here, I can't immediately see any big differences. Sorry if this reads like a shallow plug
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.
Looks exactly like Wealthsimple; did you use the same graph framework or something?
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/discussions/70 Will be working to make it the best desktop tracker :)
Man... The loss of Mint has really left a gap in this market.
Besides the ability to easily connect with arbitrary bank and brokerage accounts to maintain data, another thing somewhat lacking in this (general) area is a relatively comprehensive open source market data dataset. You can somewhat pull for individual stocks, but if you want to do analysis or back test a strategy against real data, comprehensive data on even just the S&P 500 is lacking.
While you’re at it, have a look at Ghostfolio too: https://ghostfol.io/en/start Open Source and self-hostable.
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 ~10 different providers and I am tracking it through a provider that uses Yodelee (and maybe other methods too?). Importing all the statements (which every provider stores in different ways in different places) manually would be a pretty big chore. But keeping it up-to-date - without which the whole exercise is kinda useless - is completely infeasible. That even not getting into the question of every provider exporting data in a different format...
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 great in theory, but I'm a bit confused what it looks like to manually keep it updated.
Would love an example dataset to import just to get a sense of what it looks like with data. Maybe in an example/ folder or directly in the app as a placeholder set. :)
I have been very happy with https://www.portfolio-performance.info/en/ which is also Open Source, local/desktop and quite advanced.
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 open-source, I appreciate that it cannot be done with Open Banking. However, an option to upload a statement (CSV) will simplify the process.
The same goes for adding securities. I believe you can get an eToro statement that shows you everything, and then you can parse it to populate the information.
Good luck!
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 accounts yet.
It'd be nice if there was an actual standard for this sort of thing (incl. an API for automatically retrieving new transactions), and if banks and brokerages and such could be depended upon to actually use it.
I've developed an app for my own use (which doesn't look anywhere near as good visually!).
My biggest pain points were cleaning the account data, to make it suitable for import, and getting the appropriate prices so I can see the value of the accounts at any point.
My financial institution has two sets of downloadable CSV files - one for cash movements, one for stock transactions. They don't include stock symbols, just a "description" which occasionally changes. I'd suggest a plugin system where uploaded statements can be transformed first (depending on where they are from) into the common format your app imports. This would provide a useful point where people could contribute to the app.
Pricing is something I found hard too - I also use yahoo for current prices, along with a couple of other sources. Historical price ranges can be very hard to come by, at least for free and in easily accessible forms.
This looks like a great idea. Are there similar OS alternative apps for YNAB / RocketMoney type functionality?
Manually adding/importing has always been a hassle for me to get into these apps. For the hassle one has to go through to get the data in, I would just settle for an excel sheet. Let me how you folks are integrating various banks/cards/stock brokers with investment apps?
Love the design! If this had automatic importing I would probably drop Copilot for this.
Speaking practically, I don't see a need or reason for this. I can just login to my bank and brokerage accounts and check live data on the spot.
Speaking as a Boglehead, checking on your investments frequently is usually a bad thing.
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 ideally would like to use this app completely local.
It feels like one of these things where a commercial version has a lot of benefits as most of the interesting APIs in this field are paid, or for banks require a B2B agreement for automatic imports.
I always wondered what staring at the historic values of your portfolio will actually help to improve performance.
If you can define some sort of investment strategy, then the tool can make you follow it perhaps.
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, Vanguard is so common that I support their export format exactly. Might be worth thinking about focusing on a few common brokerages (vanguard, fidelity, schwab) and making the experience for those really good. Otherwise it's all too manual and most people won't bother going through the hassle of it all.
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?
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?
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!
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 solutions offer something like Plaid to interface and import with financial institutions, and I have no idea what you can do / use as an equiv for a local solution like this.
I personally pay for Rocket Money (they let you decide how much you want to pay per month with a min of around $4 / month) and as someone who came from Mint, it does an amazing job overall - I rarely have to do manual edits (other than assigning appropriate categories for certain transactions) and the one thing it lacks is Apple Card API import (have to do CSV, but once a month isn't bad).
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 figure out a license check that doesn't leak user information.
I would love to collaborate with you and also hear about your future plans for monetization.
A helpful thread from hn the other day on how auth tokens work and how companies like Plaid don’t actually store your credentials (like how mint did back in the day)
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: record 1 (line: 2, byte: 81): field 4: cannot parse float from empty string" and gave up.
Not sure what accounts this is meant to work for.
Hi, I tried wealthfolio as an Investment Tracker for a whole day and I really like it. Simple and minimal. Do you plan to support notifications and widgets? They would be very useful. What did you use to develop it? Thanks
A bit OT. Does anybody have any recommendations to consolidate monthly expenses with your partner.
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 good, but it's unusable for any serius purpose. Have a nice day.
Thank you for a great project Fadil.
I would love to contribute to open-source projects like yours.
Could you share the roadmap?
How do you think of making it running in mobile browsers and mobile native apps? I would love to be part of it.
One more thing is to integrate with API from brokers/exchanges.
Parallel to this, are there any good retirement projection planning open source tools? Just yesterday I was thinking of writing something basic for my needs, but if there is something good out there already maybe I don't need to.
How does this handle dividends/dividend reinvestment - this is typically my biggest gripe with portfolio tracking tools, they are really good at telling you how much you have, and not very good at telling you how you’ve done
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 difficult to add using a major exchange ticker?
Any recommendations for a privacy-focused app that can handle transaction splitting in ways other than 50/50? Or tracking accounts from multiple people in a household?
Every app I've tried this is painful or unsupported.
RRSP and CAD on the homepage . So few financial apps work for Canadians.
quite nice! It would be great to have a bit more infos about how to get setup, how to input existing values from accounts, etc
I think I got it right after doing a "deposit" of the exact value of my account, then try to work out what was the correct "buy" price for each stock without the P/L, it roughly works but the numbers don't exactly match those that I have in my account, perhaps because you're not using the same data source as my account
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?
How does it store data?
If it was “file format first” and used something like Beancount or Ledger, I’d absolutely use this. Partly because I already have data in Beancount format.
I strongly encourage you to charge (lots) of money ASAP. I love the open source, offline, rent-free ethnos but also if you've built something truly valuable, charge money for it. Donations don't count as a viable monetization strategy.
Even if the software is free and you're just offering $500/hour consulting as an add-on to the software, that helps me trust the project has sticking power.
P.S. I think Tauri is such a cool framework and a delight to use. Rust's approach to platform-specific code is so much saner than anything I've tried previously.
I wish this and Ghostfolio supported stock splits.
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 an unknown error. Notably, I tried having the account match the ticker's currency, but that does not fix it.
This feels like an MVP at best.
I didn’t realize how many uncommon it was to just track all of this information manually in a spreadsheet.
From the GitHub readme:
Technologies Used
Frontend
React: JavaScript library for building user interfaces.
React Router: Declarative routing for React.
Tailwind CSS: Utility-first CSS framework for styling.
Radix UI/Shadcn: Accessible UI components.
Recharts: Charting library built with React.
Backend / APIs
React Query: Data-fetching library for React.
Zod: TypeScript-first schema declaration and validation library.
Development Tools
Vite: Next-generation frontend tooling.
TypeScript: Typed superset of JavaScript.
ESLint: Pluggable linting utility for JavaScript and JSX.
Prettier: Code formatter.
Tauri: Framework for building tiny, secure, and fast desktop applications.
Is there a reason I can't import a CSV of balances? Why does it need to be an activity like a trade?
Looks interesting. I have tried it out. Cannot see how to do this step:
> Import your statements from your broker or bank.
How do things remain private if the prices of assets, like stocks, have to be updated?
Looks like it only takes CSVs, how would we upload documents from brokerage accounts?
Does it support options, or only stocks?
How do you get current market prices for investments?
This looks like a Material Design demo app in the best way possible
At a first glance it looks beautiful but very US centric.
Looks great, nice job!
Crypto asset tracking on the roadmap?
What framework/language did you use?
Can you add Linqto support?
OT: I think .app tld should be reserved for web apps and require manifest files. A
Such a great tool
""" Prerequisites
Ensure you have the following installed on your machine:
Node.js
pnpm
Rust
TauriSorry but all these languages and tooling just for a simple desktop application is a pass.
Kudos!
> Ditch the spreadsheets
... and use this spreadsheet instead?
"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 sync options though since I tend to use several different devices and it sucks not being able to reference information on the go from my phone. Sync options can include locally/self hosted options or use something like iCloud that don't depend on a software vendor's running a service though.
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v1.0 before 100 commits, wow.
just want to mention that it's like a few hours to set up some google sheets scripts to set up 90% of this yourself.
> No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
A few ideas:
Anonymize and aggregate the data, then sell it off to financial and marketing firms.
Add ads to the site.
Charge a subscription fee.
Partner with banks as a white label financial planning tool.
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 be listed somewhere and linked here, as that's a "make or break" feature for a lot of people I bet. Not much point in replacing my homegrown "Banks CSV export -> Data processing > Import into spreadsheet" workflow unless I just replace that last step but the previous ones remain the same.