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GitHub page has a robust writeup of all technologies used [0]
[0] https://github.com/afadil/wealthfolio?tab=readme-ov-file#tec...
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SaaSHub
SaaSHub - Software Alternatives and Reviews. SaaSHub helps you find the best software and product alternatives
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simplefin-bridge-exporter
SimpleFIN bridge to prometheus exporter. Exposes account balances as a prometheus scrapable endpoint.
For that very reason I tried selfhosting Actual Finance[1] but it is more of a budgeting app than a networth tracking app.
I ended up coding a small exporter[2] since I already had some stack in place that queries SimpleFI[3], which essentially allows querying balance and transaction information for most US-based banks (read only); most similar to plaid but a lot more developer-friendly afaik.
[1] https://actualbudget.com/
[2] https://github.com/eduser25/simplefin-bridge-exporter
[3] https://beta-bridge.simplefin.org/
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I am currently working on configuring a similar private, open source portfolio tracker built on top of ledger (a double-entry accounting system). I was drawn to it because of its yml config that I can version control easily
If anyone has set up Paisa (successfully or unsuccessfully) and has anything to share, I'd love to hear it.
https://paisa.fyi/
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There is a beancount mode for Emacs that does a lot of what you want, but only really of use if you use Emacs.
https://github.com/beancount/beancount-mode
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I created https://github.com/VMelnalksnis/Gnomeshade for myself, transactions have separate transfers which are between accounts, and purchases, which allows to categorize your spending. This setup also allows to easily handle multiple currencies.
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