[xur17]

Very neat, excited to take a look, and especially excited that it is self hostable / open source. I've tried a number of services like this, and always end up back on a spreadsheet because:

1. I hate giving my data to a third party

2. There always ends up being some limitation that forces me to exclude part of my assets, doesn't let me handle something the way I wish, etc

[matthewtse]

Yes same! I've always wanted some "simpler" net worth tracker, still on a spreadsheet at this point.

I never liked the big heavy ones with all the bells/whistle integrations that want your password so they can log directly into your financial accounts. And the integration would always break, causing my net worth to swing by double digit percentage points. I ended up spending more time nursing the integration than actually watching my net worth.

[reidjs]

Have you dabbled with plain text accounting systems at all? They seem like the next step after spreadsheets because ease of version control and pipelines to/from.

[jollyjerry]

I expanded my spreadsheet into a webapp https://jch.app. My original thinking was to avoid broken bank syncing, but one problem I still have is how to include assets that aren't publicly listed. For example, have funds in a retirement account that's specific to that institution and can't fetch updated prices. Currently getting around that by using a similar target date fund as a proxy for the price.

[xp84]

Sorry if this is a dumb question, but what’s the pricing on that? When I see “sign up for free” I’m trained to expect a hidden, costly upsell.

If it’s actually free it may actually be helpful to add a prominent Pricing in the nav, where you explain why it’s free, how you make money (or how you might plan to), and whether there are any catches, like selling all the data to someone (not that you’d likely do that, but if I stumbled upon the site from anywhere else, I might assume a catch exists)

Anyway what I can see of this looks really professional, so nice job! I’m curious to try it!

[vba616]

1. Excel. 2. KeePass. 3. Selenium. 4. VBA.

[yieldcrv]

Yeah I also want an offline portfolio tracker

Offline taxes

guess there’s not enough money in that

[Aulig]

You could check out portfolio performance for an offline, open source portfolio tracker.