ed6b8b752a
* fix(hosting): consistent provider-block visibility + fix Twelve Data toggle bug (#3089) T-Invest was the only provider block always rendered regardless of its checkbox state; now it follows the same pattern as every other provider (shown when tinkoff_invest or moex_public is enabled, since T-Invest also serves as a brand-logo fallback for MOEX-priced securities). Also fixes a related functional bug: unchecking every securities provider tried to clear the legacy securities_provider setting by assigning nil, but rails-settings-cached treats nil as "delete override", which silently reverted the field to its own default ("twelve_data") — re-enabling Twelve Data right after the user disabled it. Assigning "" instead persists the cleared state. Twelve Data and Yahoo Finance settings blocks can still be shown purely because they're the selected FX/exchange-rate provider even when unchecked for securities pricing; added an info notice explaining that instead of leaving it unexplained. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * fix(hosting): address review feedback on #3333 - Drop the FX-only notice for Twelve Data/Yahoo Finance per feedback — the block staying visible while unchecked (because it's still the FX provider) doesn't need extra UI explanation. - Fix Codex finding: T-Invest settings must stay visible/manageable whenever a token is already configured, not just when tinkoff_invest or moex_public is checked. Security::Provided#import_brand_logo calls the T-Invest provider unconditionally for every non-crypto security once a token exists, regardless of price provider — hiding the field in that case would leave an active credential impossible to see, rotate, or clear through the UI. Reworded the notice to reflect the real, provider-independent reason instead of the narrower "MOEX only" framing. - Fix CodeRabbit finding: setting_test.rb's default-fallback test now isolates against SECURITIES_PROVIDER(S) env vars, and the explicit-clear test captures and restores the pre-test values instead of hardcoding a restore target. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * No overexplaining in code --------- Co-authored-by: Gerald <248542187+gfr-free@users.noreply.github.com> Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com> Co-authored-by: Juan José Mata <jjmata@jjmata.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.