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Community add-ons.

Extend Wealthfolio with tools built by independent developers. Import from your bank, dig into your portfolio, plan ahead, and more.

Published and supported by their creators, not by Wealthfolio. Check what an add-on asks for before installing. How listings work

11 add-ons

Adanos Sentiment

by Adanos · v1.1.0

Adds Reddit, X, news, and Polymarket stock sentiment context to the largest holdings in a Wealthfolio portfolio.

portfolio analytics sentiment

Broker Importer

by waldonso2 · v3.11.0

Import Trade Republic and Scalable Capital CSV exports and PDF trade and dividend statements from Trade Republic, Scalable Capital and DKB into Wealthfolio. Splits cash and securities across two accounts per broker, links internal transfers and skips transactions already imported.

import csv pdf

CAS Importer

by Joel Tony · v1.1.0

Import Indian CAS PDFs into Wealthfolio. Detailed CAMS and KFintech statements become transactions, with their cash as deposits and withdrawals or bank transfers. Summary and NSDL/CDSL statements become holdings snapshots. The PDF is read on your device with casparser.

import activities holdings

DeGiro Importer

by shuisman · v1.1.0

Import account statements from DeGiro broker. Supports buys, sells, dividends, deposits, withdrawals, fees and taxes.

import activities

MyInvestor Importer

by blastik · v1.4.0

Import MyInvestor (Inversis) exports into Wealthfolio. Merges the cuenta corriente and fondos exports into buy/sell/switch/cash activities on a single account.

import myinvestor inversis

SimpleFin Sync

by Bubbles840 · v1.56.1

Automatically import bank and credit-card transactions from SimpleFin, with correct balances, pending reconciliation, and internal-transfer linking. Optional Telegram reports and commands, and automatic categorization of Amazon charges from their order emails.

banking import sync

SimpleFIN Sync

by Christian Mendieta · v1.1.2

Sync bank, credit-card and investment data from SimpleFIN Bridge into Wealthfolio, with per-institution failure isolation and sync history.

banking sync import

Skatt (Sweden)

by AlexanderBabel · v1.2.1

Swedish capital income tax per calendar year for ISK, depå and crypto accounts. Computes the ISK and fund schablonintäkt, dividends, interest and crypto disposals, and exports K4 avsnitt A and D as CSV for Skatteverket.

tax sweden isk

Trade Republic Importer

by blastik · v1.3.4

Import Trade Republic CSV exports into Wealthfolio. Splits cash and portfolio activities across two accounts and handles internal fund transfers automatically.

import csv trade-republic

Transfer Finder

by Mark Rickert · v0.1.2

Scans your activity history for likely transfer pairs between accounts and links them, reclassifying normal activities as transfers when needed.

transfers transactions cash

WealthTax

by advenacodex · v1.1.1

FIFO realized gains and open positions tax report, with support for stock splits and capital increases.

taxes fifo reporting

Made an add-on?

Keep your repo, your releases, and your name on it. Send us a pull request with a short listing and it shows up here, pointing at you.