API availability?

[simoneb]

First of all, thanks for this project and for making it open source.

One of the challenges of finding a good portfolio management application is the ability to track a variety of asset classes, whose values may not necessarily be easy to find. This is also the reason why many, including myself, resort to spreadsheets, due to the high degree of customization and integration possible.

One thing that's missing from most COTS solutions is the ability to integrate via APIs, e.g. to update values of assets via custom integrations.

Is this something you have considered including in Foliofox?

[unav4ila8le]

Thanks for the kind words, and great question, this is a pain point we’re very aware of.

Just to make sure I understand your use case correctly: when you mention API integrations, are you primarily looking for a way to push data into Foliofox from your own data sources (e.g. custom price/valuation feeds, transactions, assets that don’t have public market data), or are you also interested in programmatic read access to your portfolio data (or both)?

The former in particular is something we’ve been considering, especially for asset classes where prices aren’t available via standard providers. The idea would be to expose a clean, product-level API (not raw DB access) that allows users to feed in their own data in a controlled and stable way.

This isn’t shipped yet, but it’s very much in scope, and we’d definitely welcome discussion and contributions around the design and implementation if this is something you’re interested in helping shape.

Looking forward to your thoughts.

[simoneb]

Thanks for the kind words, and great question, this is a pain point we’re very aware of.

No bother!

Just to make sure I understand your use case correctly: when you mention API integrations, are you primarily looking for a way to push data into Foliofox from your own data sources (e.g. custom price/valuation feeds, transactions, assets that don’t have public market data), or are you also interested in programmatic read access to your portfolio data (or both)?

I'm thinking primarily about the former, but I suppose a prerequisite for that would be being able to retrieve what's in the portfolio, otherwise how would you know what asset you want to push prices for?

The former in particular is something we’ve been considering, especially for asset classes where prices aren’t available via standard providers. The idea would be to expose a clean, product-level API (not raw DB access) that allows users to feed in their own data in a controlled and stable way.

Yes, that'd be great 👌

This isn’t shipped yet, but it’s very much in scope, and we’d definitely welcome discussion and contributions around the design and implementation if this is something you’re interested in helping shape.

Is there any ongoing conversation about this?

[unav4ila8le]

This isn’t shipped yet, but it’s very much in scope, and we’d definitely welcome discussion and contributions around the design and implementation if this is something you’re interested in helping shape.

Is there any ongoing conversation about this?

Hi again! We haven't really started discussing it concretely, but you can definitely help with it if you have the time for contributing. We usually handle this kind of discussions on our Discord server, please feel free to join and spin up the discussion there as well 🤝

[simoneb]

Thanks for the follow up. I'm afraid I can't handle yet another media channel, and I wouldn't want to just drop my thoughts in there then disappear. I'm not in dire need for this feature as online spreadsheets do the job for me, but hopefully somebody with more time and capacity will be able to contribute to this feature. Good luck!

[unav4ila8le]

Understandable. I will make sure to mention you in any future thread on GitHub where we are working/discussing this specific issue.