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Fundarr 0.2.0

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@Alexis-Marcel Alexis-Marcel released this 20 Oct 16:25

Trade Republic

  • Import of the official CSV transaction export, with the securities account (CTO), the PEA and crypto kept apart.
  • Connect (beta): sync in one tap, approved in the Trade Republic app (QR code, or phone + PIN). Sessions last 24 hours. This uses an unofficial API.

Stocks and ETFs

  • EUR prices by ISIN, from justETF with Yahoo as fallback.
  • The portfolio and its history now count securities. The French 2086 stays crypto-only.

Apps

  • The token dialog points apps running in Docker next to Fundarr to its internal address.
  • A sub-account such as the PEA can be sent to its own account in the tracker.

Fixes

  • Re-importing a statement no longer drops delivery records, so nothing is sent twice to trackers.

For apps built on Fundarr: pkg/price values securities by ISIN. The /api/v1 API is unchanged and compatible.

Fundarr 0.1.0

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@Alexis-Marcel Alexis-Marcel released this 20 Oct 13:40

First release of Fundarr, Prowlarr for your money.

Sources: Binance, OKX, Kraken, Coinbase, Bitpanda, and Wallet: hardware wallets and wallet apps (Ledger, Trezor, MetaMask, Phantom…) on Bitcoin, Litecoin, Dogecoin, Bitcoin Cash, Ethereum & EVM chains, Solana, Tron, Cardano and XRP.

History you can trust: balances checked against the platforms, corrections where an API forgets, statement imports, transfers paired between sources, daily prices.

Apps:

  • Wealthfolio and Ghostfolio receive your activities.
  • CSV export (Fundarr or Koinly format).
  • Any other app reads Fundarr with a token:
    • the read API, with portfolio, history and French 2086 tax;
    • a changes feed, to keep your own copy;
    • optional notifications.

Build your own app: demo mode (FUNDARR_DEMO=1), OpenAPI, guide, and the engine as Go packages (pkg/). Cairn is a complete example.

docker run -d -p 9494:9494 -v fundarr:/data ghcr.io/alexis-marcel/fundarr:0.1