Wealthfolio 3.6.0 — Release Notes

Wealthfolio 3.6.0 opens the app up to the world. The whole interface now speaks five languages, external AI agents can read and act on your portfolio through a secure Model Context Protocol server, and self-hosters get OIDC single sign-on. On top of that: short positions, per-activity taxes, reimbursements and split transactions, a smarter rebalancer, and a rebuilt Health Center.

Wealthfolio in Your Language 🌍

The entire app is now translated into English, Français, Deutsch, Español, and 简体中文 (Simplified Chinese) — every page, form, and even the Health Center’s diagnostics.

• Pick your language in Settings → Language & Region or during onboarding. Your choice is remembered, not guessed from your browser.
• Region-aware dates. Date pickers and formatting follow your selected language.
• One combined Language & Region card replaces the separate language and timezone settings, and applies instantly.

More languages can be added over time — the framework is built to grow.

AI Agent Access — Connect Claude, Cursor & More 🤖

A brand-new AI Agent Access feature lets external AI assistants (Claude Desktop, Cursor, and any MCP-compatible client) securely read and act on your portfolio — on both the desktop app and self-hosted web.

• You’re in control. Access is granted through scoped Personal Access Tokens you create and can revoke at any time. Each token only gets the permissions you choose (read holdings, read net worth, import activities, and more).
• Everything is audited. Every action an agent takes is logged so you can see exactly what happened.
• No database backdoor. Agents talk to the same running app you use — nothing bypasses your data.

Set it up under Settings → AI Agent Access.

Single Sign-On for Self-Hosters (OIDC)

Running Wealthfolio on your own server? You can now sign in with any OpenID Connect provider — Authentik, PocketID, Authelia, Keycloak, and others — instead of, or alongside, the shared password. Sign in once with your identity provider and you’re in.

Track Short Positions

Wealthfolio now understands short selling with proper signed-lot tracking.

• Stocks & ETFs. Open a short with an explicit Sell Short and close it with Buy to Cover. Plain sells never accidentally open a short.
• Options. Full open/close intent, including broker aliases like BTO, STO, BTC, and STC.
• Short intent is preserved through CSV imports and broker sync, and your realized P&L reflects it correctly.

Taxes on Activities

You can now record tax directly on an activity — trades and income alike. Taxes flow through your holdings, cost basis, valuations, and performance so your after-tax picture stays accurate. Tax fields are available in the activity form, data grids, and CSV import mapping.

Reimbursements & Split Transactions

Two upgrades for spending tracking:

• Reimbursements. Mark a credit as a reimbursement and it’s treated as a refund against your spending — budgets and reports net it out instead of counting it as income.
• Split transactions. Split a single transaction across multiple categories (the classic “grocery run that’s half food, half household”). Budgets, analytics, and insights allocate by each split line.

A Smarter Rebalancer

Building on the drift bands from 3.5.3, the rebalance planner adds:

• Sell constraints. Mark specific assets as do-not-sell, or protect an entire account from selling, so rebalance plans respect your real-world preferences.
• Turnover cap. Limit how much a plan is allowed to trade.
• Plan explanations. The planner now tells you why it’s suggesting each move.
• Clearer chart. Stacked bars are reordered to Now → After → Target so the before/after impact is immediate. Thanks to @Jonjon-prog.

Redesigned Health Center

The Health Center was rebuilt around a cleaner diagnostic model — clearer root causes, better-organized issues, and one-click fix/navigate actions. And, as above, it now speaks all five languages.

Holdings & Performance Polish

• Realized P&L column in the holdings table (hidden by default, toggle it on).
• Book cost cell in the overview value strip, with a per-currency breakdown.
• Clearer performance metrics. IRR is now labeled MWR (money-weighted return), and the desktop metric strip is grouped into Returns, Risk, and Total sections with cleaner help and warning indicators.
• Redesigned activity form with grouped, easier-to-scan sections.
• Choose your navigation style — classic sidebar or a floating bar — in Onboarding and Settings → Appearance.

Fixes & Refinements

• Correct broker holdings. Brokerages that report a position per lot type (notably Fidelity via SnapTrade) no longer show roughly half the real value — lots are now merged into one holding (#1185).
• ETF classification. ETFs auto-classify to the correct asset class again (#1116).
• Import currency, done right. A USD-quoted security imported into a non-USD account keeps the security’s currency instead of being forced to the account default (#1199, #1205, #1206).
• Quote-unit currencies. Assets priced in GBp/GBX now display in the correct currency across lots, income, and P&L (#1208).
• Import dates. Month-name dates like Nov-02-2023 that previewed fine no longer fail at the final import step (#1193).
• Dark-mode composition chart. Treemap labels are readable again on translucent tiles (#1201).
• Mobile. Tidier account detail tabs and a cleaner Net Worth breakdown (#1180).
• Add-ons. Smoother sandbox loading and navigation — no more light-page flash, with proper theming and CSS support (#1216).