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Dan Romero@dwr
11/17/2022

My ideal personal finance app: - Connect accounts with Plaid but data lives in my iCloud or Dropbox (like old school Dropbox) - Cash balance across bank, brokerage, crypto - Public equities with live price data (including pre-market and post-market) - Private investments using Carta, Pulley 409a number

In reply to @dwr
Garrett@garrett
11/17/2022

Anybody working on something like this that you know of? Seems like Plaid could add 1-3 fairly easily

In reply to @dwr
maxpetretta.eth@maxpetretta
11/17/2022

Copilot covers 3 of these, I think?

In reply to @dwr
brenner@brenner
11/17/2022

withcompound.com's dashboard might have closest thing to this

In reply to @dwr
ravi@ravi
11/17/2022

My good friend Sujith started this company Roi, best UX/personal finance app I've used thus far: https://www.getroi.app/

In reply to @dwr
suje@suje
11/17/2022

We’re building all of that at Roi (getroi.app). Curious to learn more about the storing the data on iCloud/Dropbox piece. We support anonymity today but are researching options for local privacy. I’ll dm you to learn more @dwr !

In reply to @dwr
Patrick Atwater@patwater
11/17/2022

What about… a google spreadsheet you update once a month / quarter / whatever Very customizable The manual work is a reason to check things

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Julia@jumai
11/17/2022

+ RSUs with vesting schedule + bank accounts in multiple geos + collaboration with spouse Then would be perfect

In reply to @dwr
11/17/2022

Have you played with Tiller budgeting at all? Pulls a bunch of this into Google sheets so it’s more customizable.

In reply to @dwr
Peter Kim@peter
11/17/2022

- Fixed income cash flow (daily, monthly income) - Safe withdrawal rate modeling based on current income and backtesting against historical equity performance these tools exist on the web, but no one has been able to cohesively merge it all together. Would gladly pay $25+ per month to not update my spreadsheet

In reply to @dwr
11/17/2022

I've been looking for this solution for a while. If I find one I’ll let you know!

In reply to @dwr
11/17/2022

I believe Empiric Network is at least working on things like live public stock tickets on chain

In reply to @dwr
tanishq@tanishq
11/18/2022

Is this something @shpigford is creating at maybe.co

In reply to @dwr
Colin Dismuke@cpdis
11/18/2022

Kubera is very good. https://www.kubera.com/