f7df709e6d
* fix(snaptrade): import non-primary-currency cash as cash holdings Fixes #1809. SnaptradeAccount#upsert_balances! picked a single cash entry (account currency -> USD -> first) and stored only that in cash_balance; every other currency's cash was discarded. A moomoo Canada account with CAD $500 + USD $1000 imported only the CAD. Persist the full balances snapshot (new raw_balances_payload column) and surface each non-primary-currency cash entry as a synthetic per-currency cash holding (Security.cash_for(account, currency:)), mirroring the existing cash-security pattern. The primary currency stays in cash_balance. HoldingsProcessor now also runs for cash-only balances, and the Processor invokes it when there are holdings OR non-primary cash. Cash holdings use a stable external_id so repeated syncs update rather than duplicate. * fix(snaptrade): encrypt raw_balances_payload and drop cash amount from log Addresses PR #1979 review: Codex P1 (encrypt the newly persisted balances snapshot at rest, matching the other raw provider payloads) and CodeRabbit nitpick (do not log monetary amounts at info level). * refactor(snaptrade): extract primary_cash_entry and harden balances test PR #1979 review: extract the shared account-currency->USD->first cash selection into a private helper (CodeRabbit DRY nitpick); reorder the upsert_balances! test so the primary currency is not first, proving dig(:currency,:code) resolves it on string-keyed payloads rather than the entries.first fallback (jjmata).
Deutsch | Español | Français | 日本語 | 한국어 | Português | Русский | 中文
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.
