UmbrelApps/whatsnext-atreides-assets/umbrel-app.yml

# De veldvolgorde hieronder is niet vrij: de packaging-documentatie van de
# officiele appstore schrijft hem voor. Zie de tabel in
# HomeGit/Docs/Referenties/UmbrelApps/Umbrel-appstore-spec.md, en de toets in
# tests/test_appstore_vorm.py die hem vasthoudt.
#
# Wat de spec niet noemt, staat onderaan dit bestand en niet ertussen. Dan is de
# voorgeschreven kop letterlijk goed en hoeft er bij inlevering alleen iets weg.
manifestVersion: 1
id: whatsnext-atreides-assets
category: finance
name: Atreides Assets
version: "0.2.1"
tagline: What you own, on your own machine
description: >-
  A portfolio that nobody else gets to read. Every exchange dashboard and every tracking app
  answers to someone: it knows what you hold, what you bought it for, and when you moved it.
  This one runs on your Umbrel, keeps its database in your app folder, and talks to nothing
  you did not point it at.


  It tracks crypto and precious metals side by side, in one total. Balances come from two
  places and it keeps them apart on purpose: what a wallet actually holds on chain, and what
  your own bookkeeping says should be there. When those two drift, the app says so instead of
  picking a winner, and shows you the entries behind the difference.


  Prices come from providers you choose and configure yourself, with your own API keys. There
  is no built-in account, no phone-home, and no analytics. The keys stay on the server side
  and never reach your browser.


  What it does beyond a list of holdings: a wealth chart over any year you have data for, the
  figures you need for the Dutch box 3 declaration, signal charts for those who want them,
  and a dashboard you arrange yourself. A Lightning wallet can be connected over NWC or LND
  to read its balance.


  It also speaks MCP, so an AI assistant you already use can read the administration and
  propose entries. Proposals land in a queue and nothing is written until you approve it, and
  what the assistant was shown is logged per call.


  Your data is a directory: a database file and a secrets file per portfolio. Back it up,
  move it to another machine, or keep several administrations side by side and switch between
  them. There is no export you have to ask for.
releaseNotes: >-
  This update only brings a new app icon; the app itself is unchanged. Coming from 0.1.x? Then
  the notes for 0.2.0 below apply to you.


  0.2.0: the first update with real features since the app came to umbrelOS. It upgrades the database
  on first start, so make sure your backup is recent before you update.


  Every portfolio now has its own base currency, chosen when you create it. Amounts and prices
  are shown in that currency throughout, and sources that quote in another currency are
  converted on the way in.


  Every price now shows where it came from: hover over an amount to see the source and the
  date of the price behind it. A booking records the amount you actually paid next to the price
  per unit, and a transfer can be marked as a gift. Gaps in the price history are shown per
  asset and can be filled by hand or ignored. You choose a price source per asset, and the app
  keeps each source within its monthly limit. Eulerpool is added as a source.


  The wealth page shows return, realised and unrealised result, and interest and rewards as
  income, with an overview per year. Events has a new Accounts tab with the current balance of
  every account. Assets can carry notes. System, Health checks the data for problems you can
  resolve or accept.


  A second look called Glass sits next to the existing one, with new accent colours and a
  reworked settings page. The AI connection (MCP) can now also read price data and propose a
  price source.
developer: "WhatsNext?"
website: https://sc.kamenier-hamer.nl/sysop/UmbrelApps
dependencies: []
repo: https://sc.kamenier-hamer.nl/sysop/UmbrelApps
support: https://sc.kamenier-hamer.nl/sysop/UmbrelApps/issues
# De poort waarop umbrelOS de web-UI aanbiedt. 3850 en 3851 zijn bezet door de
# twee andere apps in deze store, 3852 is de eigen poort van de relay.
port: 3853
# Leeg laten bij een nieuw pakket; de plaatjes doet het store-team zelf.
gallery: []
path: ""
submitter: "WhatsNext?"
submission: https://sc.kamenier-hamer.nl/sysop/UmbrelApps

# ── Hieronder staat wat de voorgeschreven volgorde niet noemt ────────────────
#
# GEEN defaultPassword, en dat is een correctie op 0.1.0. Deze app heeft wél een
# eigen inlog, maar die hoort bij de portefeuille en niet bij de installatie: je
# zet hem op Systeem -> Portefeuilles, hij is daar te wijzigen en hij gaat mee in
# de back-up. Een wachtwoord uit de omgeving zou dat scherm stil onwerkzaam maken,
# want de app leest de omgeving vóór het geheimenbestand.

# Het icoon hoort bij een eigen store en moet bij inlevering in de officiele
# store juist weg: die host iconen apart. Daarom staat het als laatste, want dan
# is dit de enige regel die eruit moet en blijft de rest letterlijk op orde.
icon: https://sc.kamenier-hamer.nl/sysop/UmbrelApps/raw/branch/main/whatsnext-atreides-assets/icon.png