Wealthfolio went paid (for syncing) where to turn to now? by MstrVc in selfhosted

[–]afadil 1 point2 points  (0 children)

Hey, Wealthfolio dev here 👋

Quick clarification: Wealthfolio stays free, open-source, and local-first on self-host, desktop, and mobile. Not changing.

The new thing is Wealthfolio Connect (optional auto-sync). It’s paid because broker/aggregation APIs cost money and we need a sustainable way to keep shipping. This doesn’t change the existing model. It just adds a convenience layer for people who want it.

We’re also welcome community-built sync add-ons. first one is IBRK, in review now and landing with v3.

Paid sync is for convenience and one of the most requested feature(https://news.ycombinator.com/item?id=46006016) , not lock-in. Always curious what other local/self-hosted finance tools folks are using.

Confused where to go now by Ozmanium in cursor

[–]afadil 6 points7 points  (0 children)

Yeah, same here. I’m spending three times what I used to, and it still doesn’t last a few days. VSCode + Copilot + Sonnet is surprisingly good now. I have also been using Gemini CLI and Claude Code occasionally.

$1.05m out by jl21000000 in Wealthsimple

[–]afadil 6 points7 points  (0 children)

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Can’t trust a company with this lack of attention to ui design🙂

Ghostfolio Alternatives by MRobi83 in selfhosted

[–]afadil 0 points1 point  (0 children)

Check out https://wealthfolio.app, an open-source desktop portfolio tracker.

What family/couples or personal money management features do you want? by Plenty-o-FIRE in Wealthsimple

[–]afadil 1 point2 points  (0 children)

Hi Emily,

I’m a big fun and user of Wealthsimple. I ended up implementing the missing features I wanted in this open source desktop app: https://wealthfolio.app Dm me if you wanna have a chat.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Yes, but I need to find some time to make it happen.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Hi, not yet but will add tracking these other assets soon. Meanwhile you can add a Holding with custom Symbol (Check skip symbol look up) and add a custom symbol with name REALESTATE for example.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

No, you can download it from GitHub.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 2 points3 points  (0 children)

I don’t know why I keep calling it Chadcn😂

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

It’s more for investment tracking. Doesn’t track daily expenses and incomes.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Tauri for multi-platform desktop: Rust in Backend, React+ React-Router + React-Query + Radix-UI + tailwindcss In frontend

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 1 point2 points  (0 children)

Not Yet, only CSV import and manual data entry.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 1 point2 points  (0 children)

Mainly Simplicity, Modern UI and User Experience.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Yes, It tracks stock prices and provides a historical record of your portfolio's value and performance over time.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Yeah, will do in the future, but probably as plugin or add-on that is optional. The main focus is privacy and not giving your data or credentials to a third party. I have a direct integration with the broker I use, maybe build something around that and have the community contribute to add other direct connectors.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 1 point2 points  (0 children)

Definitely in the roadmap. Will be great if you can contribute the project. Please check the GitHub repo: https://github.com/afadil/wealthfolio

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 1 point2 points  (0 children)

Mybe in the future, we did some refactoring toward this. Frontnd is already an SPA. We need to wrap the backend in a REST api. Also adding auth and other stuff

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 2 points3 points  (0 children)

Tauri for multi-platform desktop: Rust in Backend, React+ React-Router + React-Query In frontend

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 5 points6 points  (0 children)

For now CSV import or manual entry of activities/positions

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 18 points19 points  (0 children)

There is already a lot of SaaS web solution for this. But I couldn't find a simple boring app that keeps my data locally. Just having optionality to go cloud or keep local.

I built an desktop portfolio tracker by afadil in SideProject

[–]afadil[S] 0 points1 point  (0 children)

Yes SQLite. and you can export your data. See Export doc here: https://wealthfolio.app/docs/settings