markliederbach / finna

Simple web utility to format a transaction report from Vanguard so it can be imported into Stock Events

Finna

⚠️ Small personal project! Contains UNTESTED code ⚠️

• Dependencies
• Getting Started
• API
  • Logs
  • Stop
• Other Tasks
  • Import Vanguard Transactions to Stock Events
  • Download transaction history
  • Run format task to fix up data
  • Send output file to iPhone

Dependencies

All external dependencies can be installed via

task deps

• Note: Requires task to run

Getting Started

First, install project dependencies with

task deps

Next create environment files by running

task env

This will ask you for your Plaid Client ID and Secret. Once provided, it will generate a .env and .env.docker file to instruct your app to talk to Plaid Sandbox.

API

If you want to run the web app:

task up

This will expose the app at http://localhost:8784 for the API

Logs

Once services are running, view real-time logs with

task logs

Stop

To stop the application

task stop

Other Tasks

In addition to what you can do within the web application, you can also run some of the tasks manually on the command line.

Import Vanguard Transactions to Stock Events

This task helps to format exported transactions from Vanguard in a way that can be imported into the Stock Events app.

Download transaction history

Visit the Download Center in Vanguard

https://personal.vanguard.com/us/OfxWelcome

Run format task to fix up data

➜ task format
task: [format] go run cmd/finna/main.go format -i input.csv -o output.csv
{"level":"info","msg":"Running finna","version":"latest"}
{"args":{"OutputFormat":"stock-events","InputFile":"input.csv","OutputFile":"output.csv"},"level":"info","msg":"Running format command"}
{"level":"info","msg":"Found 133 CSV rows"}

This task will filter out transactions that don't affect holdings, sort by date, and dump into a CSV format that is required by Stock Events.

Note that duplicate transactions will be ignored, so this operation should be safe to run as many times as necessary.

Send output file to iPhone

Using iCloud, send the output file to your phone and import it from the Stock Events App.

finna's Issues

Missing c.Next() in logger middleware