Show HN: Wealthfolio: Private, open-source investment tracker (wealthfolio.app)

Article summary

Wealthfolio is a private, open-source investment tracker that runs locally on devices, allowing users to track their investments, performance, allocation, and income across accounts. The app is free and does not require an account or subscription. It supports manual entry of transactions and import of CSV statements from brokers and banks. The app also offers features such as portfolio insights, retirement planning, and goal setting.

Main themes

• Personal finance
• Investment tracking
• Open-source software
• Data privacy
• Financial planning
• Automation

What commenters say

• The app's lack of support for automatic importing of transactions from banks and brokers is a major limitation.
• Some users prefer using spreadsheets for financial tracking due to their simplicity and flexibility.
• The use of external services like Plaid for automated transaction importing poses security risks and may not be feasible for a self-hosted app.
• A self-hosted, open-source alternative to Plaid would be desirable for automating financial data import.
• The app's CSV import format may not be suitable for supporting certain types of transactions, such as dividends.
• Some users are concerned about the security risks associated with using third-party services for financial data import and prefer local, self-hosted solutions.
• Automated processing of PDF statements or screenshots could be a useful feature for importing financial data.
• The app's focus on privacy and local data storage is a major advantage for users concerned about data security.