a-fadil

Open source means living under constant scrutiny. AI just made that scrutiny cheaper and faster. I feel this every day maintaining an open source project. The temptation to close the source is real but let’s not forget that open source is what raised the bar for software quality in the first place.

You setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions

Yes actually you can just click the edit icon near the account balance in account page to update the cash balance

It’s more about having the optionality to not be tied to a SaaS provider and trusting them with all your financial data and bank credentials. Having options to:

1– Install a piece of software and run it locally, no subscription, no cloud 2– Have to right to use a nicer app instead of a spreadsheet 3– not hand over your banking creds. Some banks will void your account insurance if you do 4– Reduce your exposure by not putting all your financial data on some startup’s servers.

You can search by company name. For manual pricing, click on an added manual holding, then there is a tab "Quotes" in the top right to view and edit the prices.

You can click on the holding, go the Quotes table and add a date, close price

The app support mapping profiles. I hope we will have a profile for each major broker.

I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.

Would you actually pay for that as add-on? Plaid isn’t free.

Also it’s more about having the optionality. There are tons of cloud-based and connected SaaS trackers out there, but very few local ones. Having options to:

– Install a piece of software and run it locally, no subscription, no cloud – Have to right to use a nicer app instead of a spreadsheet – not hand over your banking creds. Some banks will void your account insurance if you do – Reduce your exposure by not putting all your financial data on some startup’s servers

Flexoki is a bless. Thank you for making it available

Nope! Just shipped the self-hosted web app in Docker. No SSO yet.

Right now the app supports three market data providers: Yahoo Finance, AlphaVantage, and MarketDataApp. If your ticker is on one of those, it updates automatically. If not, you’ll have to switch it to manual tracking and update or import prices yourself.