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by gsej 645 days ago
I've developed an app for my own use (which doesn't look anywhere near as good visually!).

My biggest pain points were cleaning the account data, to make it suitable for import, and getting the appropriate prices so I can see the value of the accounts at any point.

My financial institution has two sets of downloadable CSV files - one for cash movements, one for stock transactions. They don't include stock symbols, just a "description" which occasionally changes. I'd suggest a plugin system where uploaded statements can be transformed first (depending on where they are from) into the common format your app imports. This would provide a useful point where people could contribute to the app.

Pricing is something I found hard too - I also use yahoo for current prices, along with a couple of other sources. Historical price ranges can be very hard to come by, at least for free and in easily accessible forms.

2 comments

> They don't include stock symbols

even better than stock symbols would be if the whole world could agree to use ISINs (or even WKNs)

That's why I like Portfolio Performance. It includes access to historical quotes.