d88c2151cb
* Add REST API for holdings and trades (Discussion #905) - Trades: GET index (filter by account_id, account_ids, start_date, end_date), GET show, POST create (buy/sell with security_id or ticker), PATCH update, DELETE destroy. Create restricted to accounts that support trades (investment or crypto exchange). Uses existing Trade::CreateForm for creation. - Holdings: GET index (filter by account_id, account_ids, date, start_date, end_date, security_id), GET show. Read-only; scoped to family. - Auth: read scope for index/show; write scope for create/update/destroy. - Responses: JSON via jbuilder (trade: id, date, amount, qty, price, account, security, category; holding: id, date, qty, price, amount, account, security, avg_cost). Pagination for index endpoints (page, per_page). Co-authored-by: Cursor <cursoragent@cursor.com> * API v1 holdings & trades: validation, docs, specs - Holdings: validate date params, return 400 for invalid dates (parse_date!) - Trades: validate start_date/end_date, return 422 for invalid dates - Trades: accept buy/sell and inflow/outflow in update (trade_sell_from_type_or_nature?) - Trades view: nil guard for trade.security - Trades apply_filters: single join(:entry) when filtering - OpenAPI: add Trade/TradeCollection schemas, ErrorResponse.errors - Add spec/requests/api/v1/holdings_spec.rb and trades_spec.rb (rswag) - Regenerate docs/api/openapi.yaml Co-authored-by: Cursor <cursoragent@cursor.com> * CI: fix Brakeman and test rate-limit failures - Disable Rack::Attack in test (use existing enabled flag) so parallel API tests no longer hit 429 from shared api_ip throttle - Add Brakeman ignore for trades_controller trade_params mass-assignment (account_id/security_id validated in create/update) - Trades/holdings API and OpenAPI spec updates Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: partial qty/price update fallback; fix PATCH OpenAPI schema - Fall back to existing trade qty/price when only one is supplied so sign normalisation and amount recalculation always run - OpenAPI: remove top-level qty, price, investment_activity_label, category_id from PATCH body; document entryable_attributes only Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: fix update/DELETE OpenAPI and avoid sell-trade corruption - Only run qty/price normalisation when client sends qty or price; preserve existing trade direction when type/nature omitted - OpenAPI: remove duplicate PATCH path param; add 422 for PATCH; document DELETE 200 body (DeleteResponse) Co-authored-by: Cursor <cursoragent@cursor.com> * API: flat trade update params, align holdings errors, spec/OpenAPI fixes - Trades update: accept flat params (qty, price, type, etc.), build entryable_attributes in build_entry_params_for_update (match transactions) - Holdings: ArgumentError → 422 validation_failed; parse_date!(value, name) with safe message; extract render_validation_error, log_and_render_error - Specs: path id required (trades, holdings); trades delete 200 DeleteResponse; remove holdings 500; trades update body flat; holdings 422 invalid date - OpenAPI: PATCH trade request body flat Co-authored-by: Cursor <cursoragent@cursor.com> * OpenAPI: add 422 invalid date filter to holdings index Co-authored-by: Cursor <cursoragent@cursor.com> * API consistency and RSwag doc-only fixes - Trades: use render_validation_error in all 4 validation paths; safe_per_page_param case/when - Holdings: set_holding to family.holdings.find; price as Money.format in API; safe_per_page_param case/when - Swagger: Holding qty/price descriptions (Quantity of shares held, Formatted price per share) - RSwag: trades delete and valuations 201 use bare run_test! (documentation only, no expect) Co-authored-by: Cursor <cursoragent@cursor.com> * Fix index-vs-show visibility inconsistencies and preserve custom activity labels - Add account status filter to set_holding to match index behavior - Add visible scope to set_trade to match index behavior - Preserve existing investment_activity_label when updating qty/price Co-authored-by: Cursor <cursoragent@cursor.com> * Trades: clearer validation for non-numeric qty/price Return 'must be valid numbers' when qty or price is non-numeric (e.g. abc) instead of misleading 'must be present and positive'. Co-authored-by: Cursor <cursoragent@cursor.com> --------- Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com> Co-authored-by: Cursor <cursoragent@cursor.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)
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
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.