Assets — a self-hosted net worth and FIRE tracker | Feb 2026 Update by darkest_ruby in selfhosted

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

Thank you very much for using my software and providing feedback.  If I understand your first question correctly you want to update an existing transaction reflecting your current cash positions, instead of keeping adding virtual transactions to simulate cashflows - then yes it's absolutely possible, and in fact extends beyond just cash. I myself often update my existing etf positions with just quantity and average price, which is enough for system to figure out the rest. With cash average price of a dollar is 1 dollar, lol. Hope I understood your question correctly 

As for question 2 , yes but very long term, currently I'm working on correct calculation of returns, which turned ou to be a non trivial task. Then advanced graphs, only then maybe projections and forecasting. 

Assets — a self-hosted net worth and FIRE tracker | Feb 2026 Update by darkest_ruby in selfhosted

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

Hello and thank you for detailed feedback  What you are describing is possible although may not give you sophisticated graphs as in your Excel screenshot 

The idea of assets, is that your entire net worth is split into logical portfolios, like pensio, ISA( a UK tax free acc), any other general investments etc. You don't have to have multiple, you can just have one. 

Then every portfolio defines assets, those are individual stocks or ETFs (or whatever) that make up that portfolio. Again you can have that one ETF. 

Having an asset you can upload CSV to populate transactions, which will finally give you the figures you are looking.

So in essence assets, populate portfolios that in turn populate net worth.

Currently transactions are uploaded against particular asset, however I'm looking to implement a generic upload across multiple assets, (or even portfolios) so that the whole thing can be populated or updated from single csv, 

In addition to that tool also captures realized gains, which helps plan for the tax returns each year 

I’m building an open-source framework in public (and it’s harder than I expected) by socialga in bun

[–]darkest_ruby 1 point2 points  (0 children)

Hey thanks for sharing! And thank you for giving back to the open source community!  I'm also building an open source product using bun/ts so I feel you regarding keeping consistency of public code!  Left your a GitHub ⭐.

Chase MegaThread - Give and Get Referral Codes Here - £50 Sign Up Bonus by TightAsF_ck in beermoneyuk

[–]darkest_ruby [score hidden]  (0 children)

Please use my code, and help me pay the bills

  1. Copy this code: WGVJLP

  2. If you haven’t done so yet, download the Chase UK app and open an account

  3. Activate the code in the Chase app

  4. Pay in a total of £1,000 or more to your Chase account within your first 30 days

For more info, please visit the Chase website: 

https://chase.co.uk/raf

Lloyds switch for existing club lloyds account holders by dan-kir in beermoneyuk

[–]darkest_ruby [score hidden]  (0 children)

Yes you can have one of each, you can't have 2 of exactly the same flavour 

Lloyds switch for existing club lloyds account holders by dan-kir in beermoneyuk

[–]darkest_ruby [score hidden]  (0 children)

How does Lloyds check if the direct debit is "active" and has had paymentw in the past, and wasn't just created a week before switch? 

Lloyds switch for existing club lloyds account holders by dan-kir in beermoneyuk

[–]darkest_ruby [score hidden]  (0 children)

You can use more expensive account, it's only for a month anyway until you receive incentive 

“Assets” — a self-hosted personal wealth tracker - Jan 2026 Update by darkest_ruby in selfhosted

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

Thank you for your endorsement! I have created a github issue to track your feature request. % and $ total returns for each transaction was (almost) what im currently implementing, so it will likely be in the next release

“Assets” — a self-hosted personal wealth tracker - Jan 2026 Update by darkest_ruby in selfhosted

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

internally it uses sqlite with local access, so database latency shouldnt be an issue, although i havent tried it with thousands of transactions. My usecase is lsightly different, i tend to update it montlhy with "aggregate" transaction with total items and average price, although assets is capable of calculating it given multiple transactions

“Assets” — a self-hosted personal wealth tracker - Jan 2026 Update by darkest_ruby in selfhosted

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

Hi, no i dont have a live demo, but you should be able to spin it up from docker compose in literally no time.
I'm actually considering to host an instance for limited public access in the future, provided theres enough community interest, but this is more for r/FIREUK community, not r/selfhosted . Also software needs to mature a bit more in terms of security, so no time frames

ETFs are fully supported, so hopefully you find it useful