0c2026680c
* Add `investment_activity_label` to trades and enhance activity label handling - Introduced `investment_activity_label` column to the `trades` table with a migration. - Backfilled existing `trades` with activity labels based on quantity (`Buy`, `Sell`, or `Other`). - Replaced `category_id` in trades with `investment_activity_label` for better alignment with transaction labels. - Updated views and controllers to display and manage activity labels for trades. - Added localized badge components for displaying and editing labels dynamically. - Enhanced `PlaidAccount::Investments::TransactionsProcessor` to assign and process activity labels automatically. - Added investment flows section to reports for tracking contributions and withdrawals. - Refactored related tests and models for consistency and to ensure proper validation and filtering. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions - Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature. - Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers. - Streamlined UI for trade and transaction forms by updating dropdown options and label text. - Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility. - Adjusted tests and views to align with updated workflows and ensure consistent behavior. * Add safeguard for `dropdownTarget` existence in quick edit controller - Prevent errors by ensuring `dropdownTarget` is present before toggling its visibility. * Fix undefined method 'category' for Trade on mobile view Trade model uses investment_activity_label, not category. The upstream merge introduced a call to trade.category which doesn't exist. Use the activity label badge on mobile instead. Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> * Fix activity label logic for zero/blank quantity and sell inference - Return `nil` for blank or zero quantity in `investment_activity_label_for`. - Correct `is_sell` logic to use the amount’s sign properly in `transactions_controller`. * Fix i18n key paths in transactions controller for convert_to_trade - Update flash message translations to use full i18n paths. - Use `BigDecimal` for quantity and price calculations to improve precision. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
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Sure: The personal finance app for everyone
Get involved: Discord • Website • Issues
Important
This repository is a community fork of the now-abandoned Maybe Finance project.
Learn more in their final release doc.
Backstory
The Maybe Finance team spent most of 2021–2022 building a full-featured personal finance and wealth management app. It even included an “Ask an Advisor” feature that connected users with a real CFP/CFA — all included with your subscription.
The business end of things didn't work out, and so they stopped developing the app in mid-2023.
After spending nearly $1 million on development (employees, contractors, data providers, infra, etc.), the team open-sourced the app. Their goal was to let users self-host it for free — and eventually launch a hosted version for a small fee.
They actually did launch that hosted version … briefly.
That also didn’t work out — at least not as a sustainable B2C business — so now here we are: hosting a community-maintained fork to keep the codebase alive and see where this can go next.
Join us!
Hosting Sure
Sure is a fully working personal finance app that can be self hosted with Docker.
Forking and Attribution
This repo is a community fork of the archived Maybe Finance repo. You’re free to fork it under the AGPLv3 license — but we’d love it if you stuck around and contributed here instead.
To stay compliant and avoid trademark issues:
- Be sure to include the original AGPLv3 license and clearly state in your README that your fork is based on Maybe Finance but is not affiliated with or endorsed by Maybe Finance Inc.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
Local Development Setup
If you are trying to self-host the app, read this guide to get started.
The instructions below are for developers to get started with contributing to the app.
Requirements
- See
.ruby-versionfile for required Ruby version - PostgreSQL >9.3 (latest stable version recommended)
- Redis > 5.4 (latest stable version recommended)
Getting Started
cd sure
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:default
Visit http://localhost:3000 to view the app. You can log in with these demo credentials (from the DB seed):
- Email:
user@example.com - Password:
Password1!
For further instructions, see guides below.
Setup Guides
- Mac dev setup
- Linux dev setup
- Windows dev setup
- Dev containers - visit this guide
One-click
License and Trademarks
Maybe and Sure are both distributed under an AGPLv3 license.
- "Maybe" is a trademark of Maybe Finance, Inc.
- "Sure" is not, and refers to this community fork.