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Does anyone know of in the spirit of something like plain text accounting (https://plaintextaccounting.org/) but adapted to integrate the complexities of a wealthy family? I intend to implement something myself, but was interesting if there was anything else out there.
The point would be to design something that substitutes for Addepar but with a sensibly organized sqlite db and csvs as "first class" sources of truth (and scripts to handle a variety of common functionality).
So it is really an exercise in understanding the correct architecture of various hierarchies, relationships, and categories in the context of a wealthy family.
All the major software out there just does not seem very good, have a principled handle on the fundamental and primitive relationships and operations that describe a family's financial affairs (everything done on an ad hoc basis). And because of this, entail complete data/platform lock-in.
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