Community add-ons
Community
Free
WealthTax
FIFO realized gains and open positions tax report, with support for stock splits and capital increases.
Read the full README on GitHub taxes fifo reporting
This isn't tax advice. Check the numbers against your own records, and talk to an accountant before you file anything.
Privacy 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 Read account groups for group-level FIFO pooling and account names
- Transaction history Read full activity history to compute FIFO cost basis and realized gains
- Application settings Read the base currency for displaying converted amounts
Installing it
- 1
Download the latest release from advenacodex/wealth-tax.
- 2
In Wealthfolio, open
Settings → Addonsand chooseInstall from File. - 3
Check the permissions Wealthfolio shows you, and approve them there.
These don't update themselves. When there's a new version, download it and install
it again.