Wealthfolio 3.4.0 is mostly about trust in your data: smarter CSV imports, clearer answers when a price is missing, friendlier database backups, and first-class support for DRIP, dividend-in-kind, and staking rewards. Self-hosting on Linux also gets dramatically faster.

Smarter CSV Imports

A correctness pass on the import wizard, especially for international and cross-listed holdings.

Your exchange is respected. A .DE ticker now lands on XETRA in EUR instead of getting flipped to NASDAQ in USD.
Cross-listings stay separate. The same symbol on two exchanges (e.g. SHOP on TSX vs NYSE) imports as two distinct positions.
ISIN-only rows resolve through existing assets and provider search.
External transfers stay external. The “External” checkbox on Transfer In / Out rows is no longer dropped on save.
Whitespace-padded fund names map correctly through your saved symbol mappings.
Region is detected from real country data, not guessed from the exchange code.
Split rows are validated. Blank or zero split ratios are caught before they silently fail.

Know Why a Price Is Missing

When an asset has no quote, the warning tooltip in your asset tables now explains the reason: manual pricing, inactive asset, expired option, matured bond, error cooldown, pending sync, or no data available.

Quote sync also got steadier: holdings-only assets are protected from orphan cleanup, bond pricing now routes by ISIN with stale errors cleared on identity change, and pence-style quote units (GBp/GBX, ILA, USX, ZAc, KWF) are properly recognised.

DRIP, Dividends-in-Kind & Staking Rewards

Asset-backed income is now a first-class concept. DRIP, dividend-in-kind, and staking rewards each expand into an income leg plus an acquisition leg, show up cleanly on activity grids, and round-trip through CSV import. Stock splits also now recalculate from the earliest matching activity, so historical holdings stay accurate.

Database Backups, Redone

A managed backup list with streamed downloads and one-click delete. iOS gets a native file-picker export flow, and the previous unsafe arbitrary-path web backup endpoint has been removed.

Goals Planning

Save-up target dates no longer drift by a day in positive-offset timezones.
Sliders unlocked for target amount, monthly contribution, expected return, and FIRE projection assumptions.
Money inputs stop flickering while you type. They commit on blur or Enter.

Wealthfolio Connect

Correlation IDs on every Connect, auth refresh, subscription, and device-sync call, so failed-request logs are actually traceable.
Broker sync runs at startup on mobile once the app is ready.
OCC option symbols are normalised during broker sync, so the padded and compact forms stop creating duplicate assets. A migration cleans up safe duplicates in place.

AI Assistant

Anthropic chat works again. Every call had been getting rejected with a “top_k must be unset when using Claude Models” error. The offending defaults are gone.
Claude Opus refreshed to 4.7.

Self-Hosting

Prebuilt Linux server tarball ships with every release. No more 20 minute on-device cargo build for Proxmox or LXC installs.
New self-host docs for Proxmox (LXC, Docker-in-LXC, Docker-in-VM) and Unraid, plus a Community Apps template.
Docker container now runs as non-root (UID/GID 1000) for safer defaults.

Heads up for existing self-hosters. Because the container is now non-root, chown your data directory once before upgrading (see the self-host docs). The Docker image also moved to wealthfolio/wealthfolio, with the old afadil/wealthfolio tag still publishing as a legacy mirror.

UI Polish

Savings input shows your own currency instead of always defaulting to $.
Dashboard chart views no longer show an extra scrollbar.
Dark-mode money input background fixed.
Mobile alert dialog layout improvements.
XNEO renamed to “Cboe Canada”.