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439 points a-fadil | 2 comments | | HN request time: 0.543s | 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.

1. tristor ◴[] No.46007158[source]
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.
replies(1): >>46007491 #
2. a-fadil ◴[] No.46007491[source]
You can click on the holding, go the Quotes table and add a date, close price