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As I recently also started to work on a similar self-hosted personal finance tool, I compared data sources that provide rich comprehensive data but are also affordable.
I'd suggest to replace Polygon.io with FinancialModelingPrep.com because:
Polygon.io does not have index constituent data - thus look-though analysis about largest underliers / countries / industries is not possible
pricing is similar
FMP also has European/International data
FMP has way more comprehensive data (e.g. company fundamental data, economic data, ESG data etc.) which might be very useful further down the line for risk management / portfolio optimisation tools
@vanalmsick thanks for the suggestion, I will look into it! Long term I think we'll allow the self-hoster to choose their own data provider for this, so this initial build will be more about building the infrastructure to support that.
We currently allow you to track "Investment" accounts on a high-level "value of the account" basis.
This project is to add functionality to track that value based on real-time market data automatically.
It will currently be scoped to US-based securities (stocks + ETFs).
Scope
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