buzzromainandClaude Opus 5
4fbc0a4eb1
* fix(reports): a transfer out is not a sale A negative quantity is all it took to be counted as a sale. So moving an asset to another account you own — a transfer, a sweep, an exchange — was listed among the period's sales, and its cost basis was compared against that day's price to book a gain nobody made. Nothing was sold and nothing was realised. The labels for this already exist and are already trusted elsewhere: Transaction::INTERNAL_MOVEMENT_LABELS keeps the same four out of the income statement, for the same reason. The investment report just never consulted them. Two places learn to ask. Trade#realized_gain_loss returns nil for an internal movement, so no caller can book the gain; and the report's query leaves those trades out, so the movement is no longer counted or listed as a sale it never was. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_013nN1GZi7Dv3d7yZUozw3Yo * fix(reports): keep a security exchange out of the internal-movement list Review on this PR. `Trade::INTERNAL_MOVEMENT_LABELS` aliased Transaction's, which holds "Exchange". On cash that means a currency exchange and really is internal. On a security the label covers "currency **or** security exchanges" — the repo's own guide says so — and a security-for-security exchange can dispose of an appreciated asset. So a labelled exchange dropped out of the sales report *and* `realized_gain_loss` returned nil for it. The gain did not move; it stopped existing. The two errors are not symmetrical, which is what decided this. Listing a movement that was not a sale is visible and correctable. Erasing a realized gain is neither — nothing on the page says a figure is missing. So the trade list keeps only the labels that unambiguously preserve ownership, and leaves the ambiguous one where the user can see it. Also from review: the test asked for `period: "last_30_days"`, but the controller reads `period_type`, so the request silently fell back to the current month and the trades dated three days earlier dropped out of range on the 1st to the 3rd. Confirmed with `travel_to Date.new(2026, 9, 2)`: fails on the old parameter, passes on the new one. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye --------- Co-authored-by: Claude Opus 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 (archived/abandoned repo) 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. Sure can be accessed from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents. See Sure Clients for an overview.
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)
Performance Issues
With data-heavy apps, inevitably, there are performance issues. We've set up a public dashboard showing the problematic requests seen on the demo site, along with the stacktraces to help debug them.
https://www.skylight.io/app/applications/s6PEZSKwcklL/recent/6h/endpoints
Any contributions that help improve performance are very much welcome.
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.
If you loaded the optional demo data, log in with these credentials:
- 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 Install
Managed OpenClaw for Sure Finances
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.
