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3.6.2
Jul 13, 2026

Wealthfolio 3.6.2 — Release Notes

Wealthfolio 3.6.2 is a correctness-focused release. It sharpens how returns, taxes, splits, and dividends are calculated, cleans up price display, and completes the add-on platform overhaul started in 3.6 — with reliable SQLite KV storage.

Highlights

  • More accurate returns for cross-currency transfers — Securities moved between accounts in different currencies no longer fold exchange-rate swings into their performance, so returns reflect the security itself (#1277).
  • Correct dividend & split history — Dividend-adjusted history no longer double-counts your booked dividend activities, and a split entered in one account now corrects historical valuations across every account that held the asset (#1284, #1286).
  • Rebuilt add-on platform — Add-ons get durable SQLite KV storage that survives updates and syncs across paired devices, faster startup, and a more reliable navigation model (#1260).

Bug Fixes

  • Cross-currency returns — Holding return percentages are now calculated in the holding’s own currency, fixing inflated figures on securities transferred between accounts in different currencies (#1277).
  • Dividend history — MarketData.app history is no longer dividend-adjusted, which was double-counting your dividend activities and overstating returns. Run a full market-data backfill to correct stored history (#1284).
  • Stock splits — Split-adjusted valuations are now shared across all accounts that held the asset, including accounts that sold before the split (#1286).
  • Taxes on cash — Tax now deducts correctly from your cash balance for deposits, withdrawals, transfers, and credits — dashboard and account balances were previously off by the tax amount (#1268).
  • Contribution limits — Transfers entered by quantity and price (with no explicit amount) are now handled instead of breaking the deposits calculation (#1250).
  • Price display — Regular prices no longer show stray decimals (268.3999939 → 268.40), while sub-cent prices and average costs keep full precision. The Quotes tab is now called Price History (#1287).
  • FEE/TAX activities — Tax-only activities no longer display a value of 0 (#1290).
  • Health Center — Sell-proceeds and price-sync checks are more accurate, removing false warnings on taxed sells and treating legitimately empty price history as a neutral skip (#1289, #740).
  • Symbol search — Searching with non-Latin characters (Arabic, CJK, accented, or emoji) no longer crashes (#1234).
  • Market data — Entering a provider API key for the first time no longer resets as you type (#1253).
  • Spending — The “Where it went” dashboard widget now shows a distinct Saving row. Thanks to @Jonjon-prog. (#1279)
  • AI Agent Access — Deselected provider permissions can be re-enabled again, and onboarding Connect links open reliably in the desktop app (#1300).

Add-ons

  • Platform overhaul — Completes the 3.6 sandbox model: durable per-add-on storage (replacing the browser storage that broke in the sandbox) that survives updates and syncs across your devices, add-ons that start only when you open them, a more reliable page-rendering model, and clearer error messages when something goes wrong (#1260).
  • Basic auth — Add-ons can now call APIs that use HTTP Basic authentication, such as SimpleFin Bridge (#1274).
  • Safer imports — Fixed add-on code that used host APIs like activities.import(...) being mishandled (#1275).

Internationalization

  • More of the app translated — Activity type and subtype names, and the chart time-range buttons (1D / 1W / … / ALL), now appear in your language. Thanks to @FlyingDuck. (#1242, #1243)
  • Non-Latin categories — Creating a classification category with a non-Latin name (e.g. 贵金属, عقارات) no longer silently fails. Thanks to @FlyingDuck. (#1247)
  • Spain preset — Added a Spain (es) preset for automatic spending categorization, alongside the existing US, Canada, and UK presets. Thanks to @blastik.