b57bb938da
* feat(prices): add Moscow Exchange (MOEX ISS) securities + FX provider Add Provider::MoexPublic, a keyless provider built on the free MOEX ISS API (https://iss.moex.com/iss), modeled on Provider::BinancePublic. Securities: shares, funds/ETF/БПИФ (e.g. LQDT), and bonds (OFZ + corporate). Bonds are priced clean — LAST% × FACEVALUE / 100 in the instrument currency, with per-row FACEVALUE for amortizing issues; NKD/accrued coupon excluded. Exchange rates: also implements ExchangeRateConcept for RUB↔{USD,EUR,CNY} via selt TOM instruments (USD000UTSTOM/EUR_RUB__TOM/CNYRUB_TOM); the selt quote is X/RUB, inverted for RUB→X, nil for non-RUB-crossed pairs. Details: - Board/engine resolution via the ISS primary-board flag with a hardcoded priority fallback (TQBR, TQTF, TQOB, TQCB, …). - Instrument currency from CURRENCYID/FACEUNIT (handles USD/CNY eurobonds & FX funds), normalizing legacy SUR/RUR → RUB; default RUB. - Full history via from/till + start= pagination; current price fallback chain LAST → MARKETPRICE → LCURRENTPRICE → LCLOSEPRICE → PREVPRICE → latest history close. - Bare SECID identity, exchange_operating_mic=MISX, country_code=nil (wildcard like Binance); search accepts .ME/.MOEX/.MISX/.MCX aliases and ISIN. - RateLimitable throttling, SslConfigurable, Faraday retry/timeouts; all public methods wrapped in with_provider_response. Wired into Provider::Registry for both :securities and :exchange_rates, the hosting provider-selection UI, locales, and config/exchanges.yml (MISX). Docker-tested (devcontainer, Ruby 3.4.9): 29 new tests green, full provider suite + i18n green, rubocop clean; smoke-tested against live ISS (SBER price, OFZ clean price, USD/RUB FX). * fix(moex): address review — FX weekend lookback, dead branch, translated hints - fetch_exchange_rate now fetches a 10-day lookback window (not just the exact day) so a weekend/holiday request resolves to the prior trading day's close, matching Yahoo's behavior (Codex P2). - Remove dead identical if/else branches in history_row_price (CodeRabbit). - Translate moex_public_hint into ca/fr/hu/vi/zh-CN instead of English copy (CodeRabbit). - Add a test covering the FX prior-trading-day lookback. * fix(moex): guard ISS date parsing; doc TQTE in board priority Address maintainer review (jjmata): - parse_iss_date wraps Date.parse so a malformed ISS TRADEDATE skips just that row (with a contextual log warning) instead of failing the whole history/FX fetch. Used in history_row_price and fx_history. - Add TQTE to the BOARD_PRIORITY doc comment (it was in the constant but missing from the comment). - Add a test covering the unparseable-date skip.
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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.
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.
