API Reference

Complete reference for APIs available to Wealthfolio addons. All functions require appropriate permissions in manifest.json.

Context Overview

The AddonContext is provided to your addon’s enable function:

export interface AddonContext {
  api: HostAPI;
  sidebar: SidebarAPI;
  router: RouterAPI;
  onDisable: (callback: () => void) => void;
}

Basic usage:

export default function enable(ctx: AddonContext) {
  // Access APIs
  const accounts = await ctx.api.accounts.getAll();
  const holdings = await ctx.api.portfolio.getHoldings('account-123');
  
  // UI integration
  ctx.sidebar.addItem({ /* ... */ });
  ctx.router.add({ /* ... */ });
  
  // Cleanup
  ctx.onDisable(() => {
    // cleanup code
  });
}

API Domains

The API is organized into 16 domains:

Accounts API

Manage user accounts with full CRUD operations.

getAll(): Promise<Account[]>

Retrieves all user accounts.

const accounts = await ctx.api.accounts.getAll();

interface Account {
  id: string;
  name: string;
  currency: string;
  isActive: boolean;
  totalValue?: number;
  createdAt: string;
  updatedAt: string;
}

create(account: AccountCreate): Promise<Account>

Creates a new account with validation.

const newAccount = await ctx.api.accounts.create({
  name: 'My Investment Account',
  currency: 'USD',
  isActive: true
});

---

Portfolio API

Access portfolio data, holdings, and performance information with real-time updates.

Methods

getHoldings(accountId: string): Promise<Holding[]>

Gets all holdings for a specific account with current valuations.

const holdings = await ctx.api.portfolio.getHoldings('account-123');

// Example holding structure
interface Holding {
  id: string;
  accountId: string;
  symbol: string;
  quantity: number;
  marketValue: number;
  totalCost: number;
  averagePrice: number;
  gainLoss: number;
  gainLossPercent: number;
  currency: string;
  assetType: 'Stock' | 'ETF' | 'Bond' | 'Crypto' | 'Other';
}

getHolding(accountId: string, assetId: string): Promise<Holding | null>

Gets a specific holding with detailed information.

const holding = await ctx.api.portfolio.getHolding('account-123', 'AAPL');

update(): Promise<void>

Triggers a portfolio update/recalculation across all accounts.

await ctx.api.portfolio.update();

recalculate(): Promise<void>

Forces a complete portfolio recalculation from scratch.

await ctx.api.portfolio.recalculate();

getIncomeSummary(): Promise<IncomeSummary[]>

Gets comprehensive income summary across all accounts.

const income = await ctx.api.portfolio.getIncomeSummary();

getHistoricalValuations(accountId?: string, startDate?: string, endDate?: string): Promise<AccountValuation[]>

Gets historical portfolio valuations for charts and analysis.

const history = await ctx.api.portfolio.getHistoricalValuations(
  'account-123', // optional, omit for all accounts
  '2024-01-01',
  '2024-12-31'
);

getLatestValuations(accountIds: string[]): Promise<AccountValuation[]>

Gets latest valuations for a set of accounts.

const valuations = await ctx.api.portfolio.getLatestValuations(['account-1', 'account-2']);

---

Activities API

Manage trading activities, transactions, and data imports with advanced search capabilities.

Methods

getAll(accountId?: string): Promise<ActivityDetails[]>

Gets all activities, optionally filtered by account.

// All activities across all accounts
const allActivities = await ctx.api.activities.getAll();

// Activities for specific account
const accountActivities = await ctx.api.activities.getAll('account-123');

search(page: number, pageSize: number, filters: any, searchKeyword: string, sort: any): Promise<ActivitySearchResponse>

Advanced search with pagination and filters.

const results = await ctx.api.activities.search(
  1,           // page
  50,          // pageSize  
  {            // filters
    accountId: 'account-123',
    activityType: 'BUY',
    symbol: 'AAPL',
    startDate: '2024-01-01',
    endDate: '2024-12-31'
  },
  'AAPL',      // searchKeyword
  { field: 'date', direction: 'desc' } // sort
);

create(activity: ActivityCreate): Promise<Activity>

Creates a new activity with validation.

const activity = await ctx.api.activities.create({
  accountId: 'account-123',
  activityType: 'BUY',
  symbol: 'AAPL',
  quantity: 100,
  unitPrice: 150.50,
  currency: 'USD',
  date: '2024-12-01',
  isDraft: false
});

update(activity: ActivityUpdate): Promise<Activity>

Updates an existing activity with conflict detection.

const updated = await ctx.api.activities.update({
  ...existingActivity,
  quantity: 150,
  unitPrice: 145.75
});

saveMany(activities: ActivityUpdate[]): Promise<Activity[]>

Efficiently creates multiple activities in a single transaction.

const activities = await ctx.api.activities.saveMany([
  { accountId: 'account-123', activityType: 'BUY', /* ... */ },
  { accountId: 'account-123', activityType: 'DIVIDEND', /* ... */ }
]);

delete(activityId: string): Promise<void>

Deletes an activity and updates portfolio calculations.

await ctx.api.activities.delete('activity-456');

import(activities: ActivityImport[]): Promise<ActivityImport[]>

Imports validated activities with duplicate detection.

const imported = await ctx.api.activities.import(checkedActivities);

checkImport(accountId: string, activities: ActivityImport[]): Promise<ActivityImport[]>

Validates activities before import with error reporting.

const validated = await ctx.api.activities.checkImport('account-123', activities);

getImportMapping(accountId: string): Promise<ImportMappingData>

Get import mapping configuration for an account.

const mapping = await ctx.api.activities.getImportMapping('account-123');

saveImportMapping(mapping: ImportMappingData): Promise<ImportMappingData>

Save import mapping configuration.

const savedMapping = await ctx.api.activities.saveImportMapping(mapping);

Activity Types Reference

---

Market Data API

Access market data, search symbols, and sync with external providers.

Methods

searchTicker(query: string): Promise<QuoteSummary[]>

Search for ticker symbols across multiple data providers.

const results = await ctx.api.market.searchTicker('AAPL');

syncHistory(): Promise<void>

Syncs historical market data for all portfolio holdings.

await ctx.api.market.syncHistory();

sync(symbols: string[], refetchAll: boolean): Promise<void>

Syncs market data for specific symbols with cache control.

// Sync latest data (uses cache if recent)
await ctx.api.market.sync(['AAPL', 'MSFT', 'GOOGL'], false);

// Force refresh all data
await ctx.api.market.sync(['AAPL', 'MSFT', 'GOOGL'], true);

getProviders(): Promise<MarketDataProviderInfo[]>

Gets available market data providers and their status.

const providers = await ctx.api.market.getProviders();

---

Assets API

Access and manage asset profiles and data sources.

Methods

getProfile(assetId: string): Promise<Asset>

Gets detailed asset profile information.

const asset = await ctx.api.assets.getProfile('AAPL');

updateProfile(payload: UpdateAssetProfile): Promise<Asset>

Updates asset profile information.

const updatedAsset = await ctx.api.assets.updateProfile({
  symbol: 'AAPL',
  name: 'Apple Inc.',
  assetType: 'Stock',
  // ... other profile data
});

updateDataSource(symbol: string, dataSource: string): Promise<Asset>

Updates the data source for an asset.

const asset = await ctx.api.assets.updateDataSource('AAPL', 'YAHOO');

---

Quotes API

Manage price quotes and historical data.

Methods

update(symbol: string, quote: Quote): Promise<void>

Updates quote information for a symbol.

await ctx.api.quotes.update('AAPL', {
  symbol: 'AAPL',
  price: 150.50,
  date: '2024-12-01',
  // ... other quote data
});

getHistory(symbol: string): Promise<Quote[]>

Gets historical quotes for a symbol.

const history = await ctx.api.quotes.getHistory('AAPL');

---

Performance API

Calculate portfolio and account performance metrics with historical analysis.

Methods

calculateHistory(itemType: 'account' | 'symbol', itemId: string, startDate: string, endDate: string): Promise<PerformanceMetrics>

Calculates detailed performance history for charts and analysis.

const history = await ctx.api.performance.calculateHistory(
  'account',
  'account-123',
  '2024-01-01',
  '2024-12-31'
);

calculateSummary(args: { itemType: 'account' | 'symbol'; itemId: string; startDate?: string | null; endDate?: string | null; }): Promise<PerformanceMetrics>

Calculates comprehensive performance summary with key metrics.

const summary = await ctx.api.performance.calculateSummary({
  itemType: 'account',
  itemId: 'account-123',
  startDate: '2024-01-01',
  endDate: '2024-12-31'
});

calculateAccountsSimple(accountIds: string[]): Promise<SimplePerformanceMetrics[]>

Calculates simple performance metrics for multiple accounts efficiently.

const performance = await ctx.api.performance.calculateAccountsSimple([
  'account-123', 
  'account-456'
]);

---

Exchange Rates API

Manage currency exchange rates for multi-currency portfolios.

Methods

getAll(): Promise<ExchangeRate[]>

Gets all exchange rates.

const rates = await ctx.api.exchangeRates.getAll();

update(updatedRate: ExchangeRate): Promise<ExchangeRate>

Updates an existing exchange rate.

const updatedRate = await ctx.api.exchangeRates.update({
  id: 'rate-123',
  fromCurrency: 'USD',
  toCurrency: 'EUR',
  rate: 0.85,
  // ... other rate data
});

add(newRate: Omit<ExchangeRate, 'id'>): Promise<ExchangeRate>

Adds a new exchange rate.

const newRate = await ctx.api.exchangeRates.add({
  fromCurrency: 'USD',
  toCurrency: 'GBP',
  rate: 0.75,
  // ... other rate data
});

---

Contribution Limits API

Manage investment contribution limits and calculations.

Methods

getAll(): Promise<ContributionLimit[]>

Gets all contribution limits.

const limits = await ctx.api.contributionLimits.getAll();

create(newLimit: NewContributionLimit): Promise<ContributionLimit>

Creates a new contribution limit.

const limit = await ctx.api.contributionLimits.create({
  name: 'RRSP 2024',
  limitType: 'RRSP',
  maxAmount: 30000,
  year: 2024,
  // ... other limit data
});

update(id: string, updatedLimit: NewContributionLimit): Promise<ContributionLimit>

Updates an existing contribution limit.

const updatedLimit = await ctx.api.contributionLimits.update('limit-123', {
  name: 'Updated RRSP 2024',
  maxAmount: 31000,
  // ... other updated data
});

calculateDeposits(limitId: string): Promise<DepositsCalculation>

Calculates deposits for a specific contribution limit.

const deposits = await ctx.api.contributionLimits.calculateDeposits('limit-123');

---

Goals API

Manage financial goals and allocations.

Methods

getAll(): Promise<Goal[]>

Gets all goals.

const goals = await ctx.api.goals.getAll();

create(goal: any): Promise<Goal>

Creates a new goal.

const goal = await ctx.api.goals.create({
  name: 'Retirement Fund',
  targetAmount: 500000,
  targetDate: '2040-01-01',
  // ... other goal data
});

update(goal: Goal): Promise<Goal>

Updates an existing goal.

const updatedGoal = await ctx.api.goals.update({
  ...existingGoal,
  targetAmount: 600000,
});

updateAllocations(allocations: GoalAllocation[]): Promise<void>

Updates goal allocations.

await ctx.api.goals.updateAllocations([
  { goalId: 'goal-123', accountId: 'account-456', percentage: 50 },
  // ... other allocations
]);

getAllocations(): Promise<GoalAllocation[]>

Gets goal allocations.

const allocations = await ctx.api.goals.getAllocations();

---

Settings API

Manage application settings and configuration.

Methods

get(): Promise<Settings>

Gets application settings.

const settings = await ctx.api.settings.get();

update(settingsUpdate: Settings): Promise<Settings>

Updates application settings.

const updatedSettings = await ctx.api.settings.update({
  ...currentSettings,
  baseCurrency: 'EUR',
  // ... other settings
});

backupDatabase(): Promise<{ filename: string; data: Uint8Array }>

Creates a database backup.

const backup = await ctx.api.settings.backupDatabase();

---

Files API

Handle file operations and dialogs.

Methods

openCsvDialog(): Promise<null | string | string[]>

Opens a CSV file selection dialog.

const files = await ctx.api.files.openCsvDialog();
if (files) {
  // Process selected files
}

openSaveDialog(fileContent: Uint8Array | Blob | string, fileName: string): Promise<any>

Opens a file save dialog.

const result = await ctx.api.files.openSaveDialog(
  fileContent,
  'export.csv'
);

---

Secrets API

Securely store and retrieve sensitive data like API keys and tokens. All data is scoped to your addon for security.

Methods

set(key: string, value: string): Promise<void>

Stores a secret value encrypted and scoped to your addon.

// Store API key securely
await ctx.api.secrets.set('api-key', 'your-secret-api-key');

// Store user credentials
await ctx.api.secrets.set('auth-token', userAuthToken);

get(key: string): Promise<string | null>

Retrieves a secret value (returns null if not found).

const apiKey = await ctx.api.secrets.get('api-key');
if (apiKey) {
  // Use the API key
  const data = await fetch(`https://api.example.com/data?key=${apiKey}`);
}

delete(key: string): Promise<void>

Permanently deletes a secret.

await ctx.api.secrets.delete('old-api-key');

---

Logger API

Provides logging functionality with automatic addon prefix.

Methods

error(message: string): void

Logs an error message.

ctx.api.logger.error('Failed to fetch data from API');

info(message: string): void

Logs an informational message.

ctx.api.logger.info('Data sync completed successfully');

warn(message: string): void

Logs a warning message.

ctx.api.logger.warn('API rate limit approaching');

debug(message: string): void

Logs a debug message.

ctx.api.logger.debug('Processing 100 activities');

trace(message: string): void

Logs a trace message for detailed debugging.

ctx.api.logger.trace('Entering function processActivity');

---

Event System

Listen to real-time events for responsive addon behavior.

Portfolio Events

onUpdateStart(callback: EventCallback): Promise<UnlistenFn>

Fires when portfolio update starts.

const unlistenStart = await ctx.api.events.portfolio.onUpdateStart((event) => {
  console.log('Portfolio update started');
  showLoadingIndicator();
});

onUpdateComplete(callback: EventCallback): Promise<UnlistenFn>

Fires when portfolio calculations are updated.

const unlistenPortfolio = await ctx.api.events.portfolio.onUpdateComplete((event) => {
  console.log('Portfolio updated:', event.payload);
  // Refresh your addon's data
  refreshPortfolioData();
});

// Clean up on disable
ctx.onDisable(() => {
  unlistenPortfolio();
});

onUpdateError(callback: EventCallback): Promise<UnlistenFn>

Fires when portfolio update encounters an error.

const unlistenError = await ctx.api.events.portfolio.onUpdateError((event) => {
  console.error('Portfolio update failed:', event.payload);
  showErrorMessage();
});

Market Events

onSyncStart(callback: EventCallback): Promise<UnlistenFn>

Fires when market data sync starts.

const unlistenSyncStart = await ctx.api.events.market.onSyncStart(() => {
  console.log('Market sync started');
  showSyncIndicator();
});

onSyncComplete(callback: EventCallback): Promise<UnlistenFn>

Fires when market data sync is completed.

const unlistenMarket = await ctx.api.events.market.onSyncComplete(() => {
  console.log('Market data updated!');
  // Update price displays
  updatePriceDisplays();
});

Import Events

onDropHover(callback: EventCallback): Promise<UnlistenFn>

Fires when files are hovered over for import.

const unlistenHover = await ctx.api.events.import.onDropHover((event) => {
  console.log('File hover detected');
  showDropZone();
});

onDrop(callback: EventCallback): Promise<UnlistenFn>

Fires when files are dropped for import.

const unlistenImport = await ctx.api.events.import.onDrop((event) => {
  console.log('File dropped:', event.payload);
  // Trigger import workflow
  handleFileImport(event.payload.files);
});

onDropCancelled(callback: EventCallback): Promise<UnlistenFn>

Fires when file drop is cancelled.

const unlistenCancel = await ctx.api.events.import.onDropCancelled(() => {
  console.log('File drop cancelled');
  hideDropZone();
});

---

Navigation API

Navigate programmatically within the Wealthfolio application.

Methods

navigate(route: string): Promise<void>

Navigate to a specific route in the application.

// Navigate to a specific account
await ctx.api.navigation.navigate('/accounts/account-123');

// Navigate to portfolio overview
await ctx.api.navigation.navigate('/portfolio');

// Navigate to activities page
await ctx.api.navigation.navigate('/activities');

// Navigate to settings
await ctx.api.navigation.navigate('/settings');

---

Query API

Access and manipulate the shared React Query client for efficient data management.

Methods

getClient(): QueryClient

Gets the shared QueryClient instance from the main application.

const queryClient = ctx.api.query.getClient();

// Use standard React Query methods
const accounts = await queryClient.fetchQuery({
  queryKey: ['accounts'],
  queryFn: () => ctx.api.accounts.getAll()
});

invalidateQueries(queryKey: string | string[]): void

Invalidates queries to trigger refetch.

// Invalidate specific query
ctx.api.query.invalidateQueries(['accounts']);

// Invalidate multiple related queries
ctx.api.query.invalidateQueries(['portfolio', 'holdings']);

// Invalidate all account-related queries
ctx.api.query.invalidateQueries(['accounts']);

refetchQueries(queryKey: string | string[]): void

Triggers immediate refetch of queries.

// Refetch portfolio data
ctx.api.query.refetchQueries(['portfolio']);

// Refetch multiple queries
ctx.api.query.refetchQueries(['accounts', 'holdings']);

Integration with Events

Combine Query API with event listeners for reactive data updates:

export default function enable(ctx: AddonContext) {
  // Invalidate relevant queries when portfolio updates
  const unlistenPortfolio = await ctx.api.events.portfolio.onUpdateComplete(() => {
    ctx.api.query.invalidateQueries(['portfolio', 'holdings', 'performance']);
  });

  // Invalidate market data queries when sync completes
  const unlistenMarket = await ctx.api.events.market.onSyncComplete(() => {
    ctx.api.query.invalidateQueries(['quotes', 'assets']);
  });

  ctx.onDisable(() => {
    unlistenPortfolio();
    unlistenMarket();
  });
}

---

UI Integration APIs

Sidebar API

Add navigation items to the main application sidebar.

addItem(item: SidebarItem): SidebarItemHandle

const sidebarItem = ctx.sidebar.addItem({
  id: 'my-addon',
  label: 'My Addon',
  route: '/addon/my-addon',
  icon: MyAddonIcon, // Optional React component
  order: 100 // Lower numbers appear first
});

// Remove when addon is disabled
ctx.onDisable(() => {
  sidebarItem.remove();
});

Router API

Register routes for your addon’s pages.

add(route: RouteConfig): void

ctx.router.add({
  path: '/addon/my-addon',
  component: React.lazy(() => Promise.resolve({ default: MyAddonComponent }))
});

// Multiple routes
ctx.router.add({
  path: '/addon/my-addon/settings',
  component: React.lazy(() => Promise.resolve({ default: MyAddonSettings }))
});

---

Error Handling

API Error Types

interface APIError {
  code: string;
  message: string;
  details?: any;
}

Common error codes:

• PERMISSION_DENIED - Insufficient permissions
• NOT_FOUND - Resource not found
• VALIDATION_ERROR - Invalid data provided
• NETWORK_ERROR - Connection issues
• RATE_LIMITED - Too many requests

Best Practices

try {
  const accounts = await ctx.api.accounts.getAll();
} catch (error) {
  if (error.code === 'PERMISSION_DENIED') {
    ctx.api.logger.error('Missing account permissions');
    // Show user-friendly message
  } else if (error.code === 'NETWORK_ERROR') {
    ctx.api.logger.warn('Network issue, retrying...');
    // Implement retry logic
  } else {
    ctx.api.logger.error('Unexpected error:', error);
    // General error handling
  }
}

---

Advanced Usage

Batch Operations

// Efficient batch processing
const activities = await Promise.all([
  ctx.api.activities.getAll('account-1'),
  ctx.api.activities.getAll('account-2'),
  ctx.api.activities.getAll('account-3')
]);

// Batch create
const newActivities = await ctx.api.activities.saveMany([
  { /* activity 1 */ },
  { /* activity 2 */ },
  { /* activity 3 */ }
]);

Real-time Updates

export default function enable(ctx: AddonContext) {
  // Listen for multiple events
  const unsubscribers = [
    await ctx.api.events.portfolio.onUpdateComplete(() => refreshData()),
    await ctx.api.events.market.onSyncComplete(() => updatePrices()),
    await ctx.api.events.import.onDrop((event) => handleImport(event))
  ];
  
  // Clean up all listeners
  ctx.onDisable(() => {
    unsubscribers.forEach(unsub => unsub());
  });
}

Caching Strategies

// Simple in-memory cache
const cache = new Map();

async function getCachedAccounts() {
  if (cache.has('accounts')) {
    return cache.get('accounts');
  }
  
  const accounts = await ctx.api.accounts.getAll();
  cache.set('accounts', accounts);
  
  // Invalidate cache on updates
  const unlisten = await ctx.api.events.portfolio.onUpdateComplete(() => {
    cache.delete('accounts');
  });
  
  return accounts;
}

---

TypeScript Support

Full TypeScript definitions are provided for all APIs:

import type { 
  AddonContext,
  Account,
  Activity,
  Holding,
  PerformanceHistory,
  PerformanceSummary,
  // ... and many more
} from '@wealthfolio/addon-sdk';

// Type-safe API usage
const accounts: Account[] = await ctx.api.accounts.getAll();
const holdings: Holding[] = await ctx.api.portfolio.getHoldings(accounts[0].id);

Performance Tips

1. Use batch operations when possible
2. Implement caching for expensive operations
3. Listen to relevant events only
4. Clean up resources in disable function
5. Use React.memo for expensive components
6. Debounce user inputs for search/filter

---

Ready to build? Check out our examples to see these APIs in action!