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by jmprspret 1018 days ago
I never understand how these kinds of software do data importing. Do you have to manually import these things every time I do a trade or I get my paycheck or spend $2 at the corner shop? If so that seems annoying
3 comments

I just use a spreadsheet in Libre Calc that scrapes prices of securities (almost) live from public sources using an extension.

All I need to do is keep track of whatever I transfer to my broker and number of securities purchased for each type of security.

Works well enough for an investor. Does not work well enough for a gambler (day trader) :p

I use Firefly III (which isn't quite the same but similar issue) and import csv exports from my bank and other accounts. I have to jump through some hoops with Selenium to automate downloading the csv files but it works mostly reliably after some fiddling.
There's bank data aggregators like Yodlee. If the app uses that it can auto import transactions. Ghostfolio seems to be oriented around manual import though (export csv from your bank and import yourself periodically).