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456 points a-fadil | 1 comments | | HN request time: 0.415s | source

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.

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ckdarby ◴[] No.46006137[source]
Looks heavily inspired by Wealthsimple
replies(1): >>46006171 #
a-fadil ◴[] No.46006171[source]
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.
replies(1): >>46006198 #
barbazoo ◴[] No.46006198[source]
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?

replies(2): >>46006229 #>>46006263 #
jedc ◴[] No.46006229[source]
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."

replies(1): >>46006249 #
barbazoo ◴[] No.46006249[source]
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?
replies(1): >>46006352 #
1. a-fadil ◴[] No.46006352[source]
You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.
replies(1): >>46006939 #