Guillem Arias 75a3632119 fix(goals/funding-widget): per-account balance trajectory area chart
Bars communicated "events," not "where the account level sits." A
sparse-deposit account painted three thin bars at the bottom and
looked dead. An account with a single big deposit dominated every
other row's scale.

Swap to the same visual language as the projection chart on
goals#show — filled area below a stroked line — but one chart per
linked account, rendering that account's actual balance trajectory
over the last 90 days.

Mechanics:

- New `trajectory_map` on the component pulls every `balances` row
  for every linked account in one query
  (`Balance.where(account_id: account_ids, date: 90d..today)`).
  Result is grouped per account and resampled to 24 points by a
  single-pass forward walk that carry-forwards the most-recent
  balance at-or-before each anchor date. O(rows + samples), not
  O(rows × samples).
- Per-row Y-scale: baseline 0 (when the account has ever held a
  positive balance), ceiling = max balance × 1.05. The chart reads
  as "how full was this account over time" rather than "how dramatic
  is the shape." Flat-at-$5k accounts paint near the top; growing
  $200 → $500 accounts climb from 40% to top.
- Filled area at `opacity: 0.18` in the account color + stroked line
  at full opacity on top — same treatment as the projection chart's
  saved series.
- Grid track for the chart column widened from `minmax(60px, 1fr)`
  to `minmax(80px, 1fr)` so the curve has enough horizontal room
  to read.

Removed `shared_spark_max` + `sparkline_map` + the bucketed inflow
sparkline machinery. Per-row scale is correct here — magnitude
already lives in the weight pill on the left and the "$X last 30d"
column on the right; the chart's job is shape.
2026-05-14 20:41:01 +02:00
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2025-09-24 00:19:51 +02:00
2026-04-13 13:44:37 +02:00
2024-02-02 09:05:04 -06:00

Ask DeepWiki View performance data on Skylight Dosu Pipelock Security Scan

sure_shot

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Sure: The personal finance app for everyone

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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 20212022 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 didnt 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. Youre free to fork it under the AGPLv3 license — but wed 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-version file 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

One-click Install

Run on PikaPods

Deploy on Railway

Managed OpenClaw for Sure Finances

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.

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