Wealthfolio 1.2.0 — Release Notes

What’s Changed

Add-ons System

• New add-ons system for extending Wealthfolio functionality
• Add-ons store for browsing, installing, and managing add-ons within the app
• Two launch add-ons included:
  • Goal Progress Tracker for tracking financial goals
  • Investment Fees Tracker for monitoring investment fees

Developer Resources

• @wealthfolio/addon-sdk - SDK for developing Wealthfolio add-ons
• @wealthfolio/ui - Shared UI component library built on shadcn/ui and Tailwind CSS
• @wealthfolio/addon-dev-tools - Development tools with hot reload server and CLI
• Developer Documentation for building add-ons

Interface Updates

• Added company logo icons for tickers
• Improved activity and holdings table layouts
• New bulk import form for adding multiple holdings at once

New Features

• Edit asset names directly from the asset page
• Toggle between asset names and symbols in holdings composition view
• Dedicated backup and restore page for database management
• Comment field added to activity forms
• Settings menu item in the main app menu

Improvements and Bug Fixes

• CSV import now supports negative amounts
• Cash balance validation warns before BUY activities that would overdraw accounts
• Various improvements and bug fixes