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

No, the ability to import is table stakes for me. I'm not manually entering transactions or trades. Simply providing an API key for me and vibe coding a client to pull is all that's needed.

Self-hosted doesn't have to mean free. I think an option to enable syncing with your own Plaid key (that you manage and pay for yourself) would be great.

I would just add the option to add your own Plaid key or do manual imports.

i would happily pay. i already pay for monarch.

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.

For whatever reason, it really bothers me when people call containers Dockers in 2025

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.

Yeah, makes sense. I’ll probably toss in an add-on or optional integration with an account aggregator later, so folks can either opt in or just stick with a local-only setup if they prefer.

Hey

Happy to help build an integration with [Lunch Flow](https://lunchflow.app), which aggregates multiple open banking providers for global coverage behind a single API.

It’s great that you have coverage across multiple countries. I’ve noticed most budget apps cannot handle multiple currencies at all, much less automated sync across multiple countries.

that's indeed the idea! it started with me finding out that I'm missing on a lot of great personal finance apps because bank sync is mostly catered towards the US, and mostly use a single provider, so wanted to change that :)

I'll certainly give this another look if you do. Good luck with it.

Thanks, happy to keep it open source. The community has been very helpful.

Haha, I'm a big user and fan of Wealthsimple :) I created the app initially to have a unique experience for all my other accounts in other banks. I took inspiration from other fintechs as well.

Does that mean if one's investments are mostly with Wealthsimple that it'll be easy to set up?

How do the integrations work, is it all file (csv) based or is there direct access as well?

For now, it's CSV and manual editing using the UI. I'm looking to have direct integration with major brokers when possible to avoid third-party aggregators and managing users' data/credentials (or at least have the option to).

This would be amazing, though I realize it's not straightforward and not easy to do. I have so many accounts across different companies that this connection piece is basically a requirement for me to use your app on a regular basis. I'm sure that applies to a lot of people, and I'm sure you already know that. I appreciate the focus on building the tool first and then getting that connection stuff working later.

I just want to also commend you on the UI/UX here, it looks and feels really solid.

Really interested in how you do this. When I as looking into building my own finance-related app, you have to pay a ton to get market data (stocks, crypto, ETFs, options) and connecting bank accounts if it's not for individual use (you still have to pay for individual use, but not significantly as much).

from the docs:

"Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions."

So data has to be imported since the start then I'm assuming, like a complete ledger? Otherwise how would we know the complete list and the value of the investments over time. Won't that get out of sync with the ground truth (what's in the account) over time?

You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.

So Wealthfolio gained some attention since the launch. I wrote a kind of a manifesto for the app: https://wealthfolio.app/manifest Also, a draft of the roadmap: https://github.com/afadil/wealthfolio/discussions/70 Will be working to make it the best desktop tracker :)

The app do a call to yahoo api to get symbol data using only the ticker symbol.