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A Beautiful Private and Secure Desktop Investment Tracking Application

Home Page: https://wealthfolio.app

License: GNU Lesser General Public License v3.0

JavaScript 0.85% HTML 0.07% Rust 28.24% TypeScript 70.42% CSS 0.41%
macos-app portfolio-tracker tauri-app

wealthfolio's People

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wealthfolio's Issues

Ability to specify the stock for the dividend and automatic dividend information

Hi, and thank you for making this!

Is there a plan to add the ability to specify a stock when manually adding a dividend? It would make keeping track of them easier, and they can be automatically included in the stock's return in the UI.

Yahoo Finance provides data for dividends (example for AAPL), and yahoo_finance_api supports retrieving this information. Are there plans to add an automatic dividend sync?

Does not run on macos intel based chips

Thank you for you work! I would like to try this app, but unfortunately the binary does not work for intel based macs.
Can you do a build for intel based macs or is there an issue that this is not possible?

Thank you.

Generic error when adding activity

Hopefully I'm not just doing something wrong, but when adding any activity, with any stock (ASX:ABB, NASDAQ:TSLA, etc), with any date (past or present), I get "Error adding this activity":

image

If there's somewhere I can look to find more detailed logs, please let me know

Ticker Data Not Refreshing

Several of my holdings have not updated in price in over a week. Should I reinstall or is an API broken somewhere?

Error when Adding or Importing Activities: "Uh oh! Something went wrong." and "Symbol SQQQ not found."

Adding an Activity Manually:

  1. Navigate to the "Add Activity" section.
  2. Fill out the required fields.
  3. Attempt to add the activity.
  4. Observe the error: "Uh oh! Something went wrong. There was a problem adding this activity."

Screenshot 2024-06-18 at 10 43 52 PM

Importing Activities via CSV:

  • Use the following CSV data:
date,symbol,quantity,activityType,unitPrice,currency,fee
2023-12-15T15:02:36.329Z,SQQQ,50,buy,10.44,USD,0
2023-12-15T15:02:36.329Z,SQQQ,1.193100143,buy,10.44,USD,0
  • Attempt to import the CSV.
  • Observe the error: "There are issues with 2 activity entries. Please review them in the table below and either correct or remove these entries to proceed with the import."
  • Additionally, see the specific error: "Symbol SQQQ not found. Line: 1"

Screenshot 2024-06-18 at 1 27 12 PM

Environment

Application Version: Version 1.0.2 (20240618.152255)

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