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Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker (wealthfolio.app)

676 points by a-fadil ↗ HN
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.

74 comments

[ 2.8 ms ] story [ 75.5 ms ] thread
denysvitali
Looks very polished, I'll try it out!

Best of luck, and thank you for keeping it open source (:

ckdarby
Looks heavily inspired by Wealthsimple
GoatOfAplomb
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.

conradev
I manage all of my finances with Beancount (https://github.com/beancount/beancount). It has a native document store and I primarily use it to archive all of my statements to share with my accountants via Fava (https://github.com/beancount/fava). It’s not pretty, but it’s all in one (local) git repo.

Language models are great at turning those statements into Beancount postings and fixing errors, but the local ones not so much yet.

abustamam
I went through this rabbit hole. I liked Mint (I know it wasn't private, but I liked it), I tried Personal Capital / Empower because I had a retirement account with them, I tried Monarch. But none of them had the one killer feature I needed — my wife and I both have individual accounts and we also have a joint account for household expenses. I want to track all of those separately.

The I found Tiller[0]. I've been really happy with it so far.

It basically syncs your transactions to a Google sheet you own. It comes with some basic things like budget and auto categorization based on fuzzy string matching, but because it's Google sheets you can play with it and do whatever you want with it.

But the nice thing is that you can dictate which accounts go into which sheet. So I have two sheets — one for household accounts and one for personal. And I don't need a separate subscription, which would have been required if I used any other service I had looked at. I can't remember exactly how much the subscription was, but I don't remember it being unfair.

[0] https://tiller.com/

ekhaliul
self hosted ActualBudget and SimpleFin for fetching data automatically works great for me so far. You can also setup multiple instances and tune them separately if you like.
l9o
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/

darkwater
I'm a noob on this: does it work as well with funds from all over the world? How does it track them?
danielhep
I have all my self hosted services set up with authentication through SSO now. Does this support that?
jryio
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

eclipticplane
You missed https://tiller.com which uses the same financial connectors as others but dumps the data into a Google/Office365 spreadsheet that you control.
throw0101c
> 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.

kepano
I love that it uses Flexoki for the color palette. I never thought I'd see it so widely adopted!
mNovak
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!)

[dead] u12
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ihaveone
I'd be looking for a plugin that tracks the transactions of US senators. That would be highly useful...
jewel
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.

paxys
> 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.

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retep_kram
I would love if it also included tracking/aggregation for regular accounts, not just investing. With spending categorisation, for example.
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tristor
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.
blackhaj7
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?

kaspermarstal
Ooooh, graphs that goes up! I want that.

Looks really cool, great job.

aerhardt
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.

darkest_ruby
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
zero0529
I am going to add it to my watch list on GitHub as it looks interesting. However, as the other post said, it needs an elevator pitch and do not be afraid to include more pictures.

I have a hard time finding the features of the program from the repository alone. For me personally, I do not have time to do a deep dive into the code (or even the api spec) of potentially interesting software to figure out what is going on. Especially in your case where it seems to use a pure functional approach in typescript, which creates additional overhead :) Best of luck with the project.

Dilettante_
>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?

niyazpk
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.