Broker Importer
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.
Read the full README on GitHubPrivacy and permissions
Stays on your device
It never asked for internet access, so Wealthfolio will not let it connect to anything.
This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then.
- Account management List accounts so the user can select their cash and portfolio accounts
- Transaction history Validate and import activities parsed from broker CSV exports and PDF statements; read existing trades and dividends to skip transactions already imported from another source; move activities to the right asset when a security mapping is corrected
- Portfolio data Trigger portfolio recalculation after import
- Secrets management Persist addon configuration (account selection, transfer patterns, security mappings) across sessions
- Asset management Create new asset entries for unrecognised securities during import
- Market data Search for securities when mapping unrecognised tickers
Installing it
- 1
Download the latest release from waldonso2/wealthfolio-importer-addon.
- 2
In Wealthfolio, open
Settings → Addonsand chooseInstall from File. - 3
Check the permissions Wealthfolio shows you, and approve them there.