# Wealthfolio content bundle Markdown versions of published static pages. Each section identifies its HTML source. Historical release notes describe their release, not necessarily the current product. --- # How the community directory works | Wealthfolio Source: https://wealthfolio.app/addons/community/about/ [Community add-ons](https://wealthfolio.app/addons/community/) # How the community directory works It's a list of links. Other people write these add-ons, and we put them somewhere you can find them. That's the whole thing. Here's what it means in practice. ## What we do - • List the add-on and link you to whoever made it. - • Pull facts out of their public code and show you what we found. - • Turn down add-ons built for old versions of Wealthfolio, or with no license. - • Check what moved each week, and take a listing down if it stops holding up. ## What we don't - • Write it, or build it. - • Host the download, or send you updates. - • Read the code. - • Fix it when it breaks, or answer for what it does. ## Where the facts on a listing come from Almost none of it was typed in for us. The license, the version, which permissions it asks for, when they last worked on it — we read all of that straight out of their public code, and note which commit we read it from. Two things are still the author's own words: the short description, and the reason given beside each permission. So we can show you that an add-on asks for your transaction history, and we can show you what they say it's for. Only the first half is something we checked. Reading beats asking where reading works — nobody has to remember to update a form, and nothing drifts quietly. It goes stale anyway, so a job re-reads every listed repo once a week and flags anything that moved. Acting on that is a person's job, not the script's, so a listing that stops holding up comes down once someone has looked at it rather than the moment it changes. There's one thing we can't work out from code: what it costs. So whoever made it tells us, and the page says it's their word rather than ours. ## The one thing we can actually promise From Wealthfolio 3.6, add-ons run in a sandbox. If an add-on didn't ask for internet access, it can't get on the internet. Not "shouldn't" — can't. Wealthfolio blocks it. So when a listing says stays on your device, that's us telling you what the app does, not the author telling you what they'd never do. It only works forwards. Add-ons built before 3.6 could quietly go online without asking, so there's no way to tell from the outside where your data ends up. That's why we don't list them, even good ones — we'd have nothing true to tell you. When an add-on does ask for the internet, we show you which sites it named. You still say yes or no yourself when you install it. That box in the app is what gives it access, not this website. ## If something goes wrong Bugs, missing features, money questions, privacy questions — all of that goes to whoever made the add-on. They wrote it, they ship it, they're the only ones who can fix it. We can't help with a community add-on, and saying otherwise would just waste your afternoon. Do tell us if a listing is wrong or out of date, or if an add-on is doing something it shouldn't. We'll take it down. [Report a listing](https://github.com/wealthfolio/wealthfolio-addons/issues/new/choose) [Report privately](https://github.com/wealthfolio/wealthfolio-addons/blob/main/SECURITY.md) ## If you want the legal wording Section 6 of the [Terms of Use](https://wealthfolio.app/legal/terms-of-use/) covers add-ons, and the [directory policies](https://github.com/wealthfolio/wealthfolio-addons/blob/main/POLICIES.md) list what a listing has to meet. Nothing on this page changes either one. [Browse the directory](https://wealthfolio.app/addons/community/) [Submit a listing](https://github.com/wealthfolio/wealthfolio-addons/blob/main/CONTRIBUTING.md) --- # Adanos Sentiment - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/adanos-sentiment/ [Community add-ons](https://wealthfolio.app/addons/community/) Community External account # Adanos Sentiment v1.1.0 by [Adanos](https://adanos.org/) Updated August 25, 2026 Adds Reddit, X, news, and Polymarket stock sentiment context to the largest holdings in a Wealthfolio portfolio. [Read the full README on GitHub](https://github.com/adanos-software/wealthfolio-adanos-sentiment#readme) [Download from GitHub](https://github.com/adanos-software/wealthfolio-adanos-sentiment/releases) [View source](https://github.com/adanos-software/wealthfolio-adanos-sentiment) portfolio analytics sentiment ## Privacy and permissions Connects to api.adanos.org It asked for internet access and can reach the sites listed here, if you allow that when you install it. - api.adanos.org This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Network access Fetch sentiment and quota data from api.adanos.org for portfolio tickers - Portfolio data Read the current portfolio holdings and map the largest positions to Adanos ticker sentiment - Secrets management Store the Adanos API key securely in addon-scoped encrypted storage ## Installing it 1. 1 Download the latest release from [adanos-software/wealthfolio-adanos-sentiment](https://github.com/adanos-software/wealthfolio-adanos-sentiment/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price External account License MIT Version 1.1.0 Built with SDK 3.7.0 Needs Wealthfolio 3.7.0+ Last activity August 25, 2026 Read from the repository as of August 25, 2026. Price is set by the publisher. ## What it costs This only works if you have an account with another service. That account might cost money, and it has its own rules. ## Published by Adanos They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/adanos-software/wealthfolio-adanos-sentiment) [README](https://github.com/adanos-software/wealthfolio-adanos-sentiment#readme) --- # Community Add-ons | Wealthfolio Source: https://wealthfolio.app/addons/community/ Wealthfolio Add-ons # Community add-ons Extend Wealthfolio with tools built by independent developers. Import from your bank, dig into your portfolio, plan ahead, and more. Published and supported by their creators, not by Wealthfolio. Check what an add-on asks for before installing. [How listings work](https://wealthfolio.app/addons/community/about/) 6 add-ons ## [Adanos Sentiment](https://wealthfolio.app/addons/community/adanos-sentiment/) by Adanos • v1.1.0 Adds Reddit, X, news, and Polymarket stock sentiment context to the largest holdings in a Wealthfolio portfolio. portfolio analytics sentiment ## [MyInvestor Importer](https://wealthfolio.app/addons/community/myinvestor-importer-addon/) by blastik • v1.0.2 Import MyInvestor (Inversis) exports into Wealthfolio. Merges the cuenta corriente and fondos exports into buy/sell/switch/cash activities on a single account. import myinvestor inversis ## [SimpleFin Sync](https://wealthfolio.app/addons/community/simplefin-sync/) by Bubbles840 • v1.24.1 Automatically import bank and credit-card transactions from SimpleFin, with correct balances, pending reconciliation, and internal-transfer linking. Optional Telegram reports and commands, and automatic categorization of Amazon charges from their order emails. banking import sync ## [SimpleFIN Sync](https://wealthfolio.app/addons/community/simplefin-wealthfolio-addon/) by Christian Mendieta • v1.1.0 Sync bank, credit-card and investment data from SimpleFIN Bridge into Wealthfolio, with per-institution failure isolation and sync history. banking sync import ## [Skatt (Sweden)](https://wealthfolio.app/addons/community/wealthfolio-skatt/) by AlexanderBabel • v1.2.0 Swedish capital income tax per calendar year for ISK, depå and crypto accounts. Computes the ISK and fund schablonintäkt, dividends, interest and crypto disposals, and exports K4 avsnitt A and D as CSV for Skatteverket. tax sweden isk ## [Trade Republic Importer](https://wealthfolio.app/addons/community/trade-republic-importer-addon/) by blastik • v1.3.3 Import Trade Republic CSV exports into Wealthfolio. Splits cash and portfolio activities across two accounts and handles internal fund transfers automatically. import csv trade-republic ## Made an add-on? Keep your repo, your releases, and your name on it. Send us a pull request with a short listing and it shows up here, pointing at you. [Submit a listing](https://github.com/wealthfolio/wealthfolio-addons/blob/main/CONTRIBUTING.md) [Read the docs](https://wealthfolio.app/docs/addons/getting-started/) --- # MyInvestor Importer - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/myinvestor-importer-addon/ [Community add-ons](https://wealthfolio.app/addons/community/) Community Free # MyInvestor Importer v1.0.2 by [blastik](https://github.com/blastik) Updated August 24, 2026 Import MyInvestor (Inversis) exports into Wealthfolio. Merges the cuenta corriente and fondos exports into buy/sell/switch/cash activities on a single account. [Read the full README on GitHub](https://github.com/blastik/myinvestor-importer-addon#readme) [Download from GitHub](https://github.com/blastik/myinvestor-importer-addon/releases) [View source](https://github.com/blastik/myinvestor-importer-addon) import myinvestor inversis ## Privacy and permissions Stays on your device It never asked for internet access, so Wealthfolio will not let it connect to anything. This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Account management List accounts so the user can select their MyInvestor account - Transaction history Validate and import activities parsed from the MyInvestor exports; read existing account activities to avoid double-recording money already imported as a cross-account transfer by another addon - Portfolio data Trigger portfolio recalculation after import - Secrets management Persist addon configuration (account selection, security mappings) across sessions - Asset management Create new asset entries for unrecognised funds during import - Market data Search for securities when mapping unrecognised funds ## Installing it 1. 1 Download the latest release from [blastik/myinvestor-importer-addon](https://github.com/blastik/myinvestor-importer-addon/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price Free License MIT Version 1.0.2 Built with SDK 3.7.0 Needs Wealthfolio 3.6.0+ Last activity August 24, 2026 Read from the repository as of August 24, 2026. Price is set by the publisher. ## Published by blastik They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/blastik/myinvestor-importer-addon) [README](https://github.com/blastik/myinvestor-importer-addon#readme) --- # SimpleFin Sync - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/simplefin-sync/ [Community add-ons](https://wealthfolio.app/addons/community/) Community External account # SimpleFin Sync v1.24.1 by [Bubbles840](https://github.com/Bubbles840) Updated August 25, 2026 Automatically import bank and credit-card transactions from SimpleFin, with correct balances, pending reconciliation, and internal-transfer linking. Optional Telegram reports and commands, and automatic categorization of Amazon charges from their order emails. [Read the full README on GitHub](https://github.com/Bubbles840/wealthfolio-simplefin-addon#readme) [Download from GitHub](https://github.com/Bubbles840/wealthfolio-simplefin-addon/releases) [View source](https://github.com/Bubbles840/wealthfolio-simplefin-addon) banking import sync transactions spending telegram categorization ## Privacy and permissions Connects to 3 places It asked for internet access and can reach the sites listed here, if you allow that when you install it. - bridge.simplefin.org - beta-bridge.simplefin.org - api.telegram.org This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Account management Show existing accounts, and optionally create new Wealthfolio accounts, for mapping to SimpleFin accounts - Transaction history Import bank transactions, reconcile pending transactions (create/update/delete), and link transfer pairs - Network access Fetch transaction data from SimpleFin Bridge - Portfolio data Read current account balances to size one-time starting-balance corrections - Secrets management Store SimpleFin credentials and sync configuration securely - Navigation Open a mapped account's page in Wealthfolio when its row is clicked ## Installing it 1. 1 Download the latest release from [Bubbles840/wealthfolio-simplefin-addon](https://github.com/Bubbles840/wealthfolio-simplefin-addon/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price External account License MIT Version 1.24.1 Built with SDK 3.6.2 Needs Wealthfolio 3.6.2+ Last activity August 25, 2026 Read from the repository as of August 25, 2026. Price is set by the publisher. ## What it costs This only works if you have an account with another service. That account might cost money, and it has its own rules. ## Published by Bubbles840 They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/Bubbles840/wealthfolio-simplefin-addon) [README](https://github.com/Bubbles840/wealthfolio-simplefin-addon#readme) [Support](https://github.com/Bubbles840/wealthfolio-simplefin-addon/issues) [Privacy policy](https://github.com/Bubbles840/wealthfolio-simplefin-addon/blob/main/PRIVACY.md) --- # SimpleFIN Sync - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/simplefin-wealthfolio-addon/ [Community add-ons](https://wealthfolio.app/addons/community/) Community External account # SimpleFIN Sync v1.1.0 by [Christian Mendieta](https://github.com/christancho) Updated August 28, 2026 Sync bank, credit-card and investment data from SimpleFIN Bridge into Wealthfolio, with per-institution failure isolation and sync history. [Read the full README on GitHub](https://github.com/christancho/simplefin-wealthfolio-addon#readme) [Download from GitHub](https://github.com/christancho/simplefin-wealthfolio-addon/releases) [View source](https://github.com/christancho/simplefin-wealthfolio-addon) banking sync import transactions investments ## Privacy and permissions Connects to 2 places It asked for internet access and can reach the sites listed here, if you allow that when you install it. - bridge.simplefin.org - beta-bridge.simplefin.org This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Account management List Wealthfolio accounts to map against, and create new ones on request. - Transaction history Import cash transactions fetched from SimpleFIN, and reconcile credit-card payments and cash-to-cash transfers into linked transfers. - Network access Fetch accounts, transactions and holdings from the SimpleFIN Bridge. - Portfolio data Recalculate a CASH account's balance after backfilling its full history, so the opening-balance gap against SimpleFIN can be measured accurately. - Secrets management Store the SimpleFIN access credentials in the system keyring, and let the host attach them to brokered SimpleFIN Bridge requests without exposing the plaintext to the addon. - Snapshot management Import holdings snapshots for investment accounts. ## Installing it 1. 1 Download the latest release from [christancho/simplefin-wealthfolio-addon](https://github.com/christancho/simplefin-wealthfolio-addon/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price External account License MIT Version 1.1.0 Built with SDK 3.6.2 Needs Wealthfolio 3.6.2+ Last activity August 28, 2026 Read from the repository as of August 28, 2026. Price is set by the publisher. ## What it costs This only works if you have an account with another service. That account might cost money, and it has its own rules. ## Published by Christian Mendieta They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/christancho/simplefin-wealthfolio-addon) [README](https://github.com/christancho/simplefin-wealthfolio-addon#readme) [Support](https://github.com/christancho/simplefin-wealthfolio-addon/issues) --- # Trade Republic Importer - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/trade-republic-importer-addon/ [Community add-ons](https://wealthfolio.app/addons/community/) Community Free # Trade Republic Importer v1.3.3 by [blastik](https://github.com/blastik) Updated August 24, 2026 Import Trade Republic CSV exports into Wealthfolio. Splits cash and portfolio activities across two accounts and handles internal fund transfers automatically. [Read the full README on GitHub](https://github.com/blastik/trade-republic-importer-addon#readme) [Download from GitHub](https://github.com/blastik/trade-republic-importer-addon/releases) [View source](https://github.com/blastik/trade-republic-importer-addon) import csv trade-republic ## Privacy and permissions Stays on your device It never asked for internet access, so Wealthfolio will not let it connect to anything. This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Account management List accounts so the user can select their cash and portfolio accounts - Transaction history Validate and import activities parsed from the Trade Republic CSV - Portfolio data Trigger portfolio recalculation after import - Secrets management Persist addon configuration (account selection, transfer patterns) across sessions - Asset management Create new asset entries for unrecognised securities during import - Market data Search for securities when mapping unrecognised tickers ## Installing it 1. 1 Download the latest release from [blastik/trade-republic-importer-addon](https://github.com/blastik/trade-republic-importer-addon/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price Free License MIT Version 1.3.3 Built with SDK 3.7.0 Needs Wealthfolio 3.6.0+ Last activity August 24, 2026 Read from the repository as of August 24, 2026. Price is set by the publisher. ## Published by blastik They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/blastik/trade-republic-importer-addon) [README](https://github.com/blastik/trade-republic-importer-addon#readme) --- # Skatt (Sweden) - Community Add-on | Wealthfolio Source: https://wealthfolio.app/addons/community/wealthfolio-skatt/ [Community add-ons](https://wealthfolio.app/addons/community/) Community Free # Skatt (Sweden) v1.2.0 by [AlexanderBabel](https://github.com/AlexanderBabel) Updated August 25, 2026 Swedish capital income tax per calendar year for ISK, depå and crypto accounts. Computes the ISK and fund schablonintäkt, dividends, interest and crypto disposals, and exports K4 avsnitt A and D as CSV for Skatteverket. [Read the full README on GitHub](https://github.com/AlexanderBabel/wealthfolio-skatt#readme) [Download from GitHub](https://github.com/AlexanderBabel/wealthfolio-skatt/releases) [View source](https://github.com/AlexanderBabel/wealthfolio-skatt) tax sweden isk crypto export This isn't tax advice. Check the numbers against your own records, and talk to an accountant before you file anything. ## Privacy and permissions Stays on your device It never asked for internet access, so Wealthfolio will not let it connect to anything. This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then. - Account management List accounts so each one can be classified as ISK, depå or untaxed. - Transaction history Read deposits, trades, dividends and interest to compute the taxable amounts. - Portfolio data Read the account value at each quarter start for the ISK kapitalunderlag, and current depå holdings to tell fund/ETF units apart from individual shares. - Asset management Tell fund and ETF holdings in a depå apart from individual shares, since only funds carry the 0.4 % schablonintäkt. - File operations Save the K4 avsnitt A export as a CSV file where you choose. - Exchange rates Convert amounts in a currency the account itself does not use into SEK. - Event listeners Know when a trade, edit or import changes the portfolio, so the cached figures refresh then instead of on a timer. - Quote management Read the daily exchange-rate history so a trade is converted at the rate on its own date, and each depå holding's own price history for the fund schablonintäkt. ## Installing it 1. 1 Download the latest release from [AlexanderBabel/wealthfolio-skatt](https://github.com/AlexanderBabel/wealthfolio-skatt/releases). 2. 2 In Wealthfolio, open `Settings → Addons` and choose `Install from File`. 3. 3 Check the permissions Wealthfolio shows you, and approve them there. These don't update themselves. When there's a new version, download it and install it again. ## Details Price Free License MIT Version 1.2.0 Built with SDK 3.6.2 Needs Wealthfolio 3.6.2+ Last activity August 25, 2026 Read from the repository as of August 25, 2026. Price is set by the publisher. ## Published by AlexanderBabel They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/). [Repository](https://github.com/AlexanderBabel/wealthfolio-skatt) [README](https://github.com/AlexanderBabel/wealthfolio-skatt#readme) --- # Bring Your Own Price Feed | Wealthfolio Source: https://wealthfolio.app/blog/custom-market-data-providers-no-code/ Engineering # Bring Your Own Price Feed Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. June 26, 2026 ![Bring your own price feed](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/custom-providers-hero-light.svg)![Bring your own price feed](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/custom-providers-hero-dark.svg) No data provider covers everything. The gaps show up in the issue tracker one holding at a time: Euronext and Italian exchange data ([#605](https://github.com/wealthfolio/wealthfolio/issues/605)), Indian mutual funds ([#553](https://github.com/wealthfolio/wealthfolio/issues/553)), a basket of funds quoted only on a public web page ([#595](https://github.com/wealthfolio/wealthfolio/issues/595)), Italian government bonds, individual corporate bonds, regional ETFs that Yahoo prices in the wrong currency. Different markets, one request: the price exists, Wealthfolio just isn’t looking where it lives. Chasing each source with its own integration means maintaining a long tail of brittle scrapers forever. The alternative is a single mechanism: let anyone point Wealthfolio at a URL that returns a price and describe how to read it. That is what this feature does. The same mechanism plugs in any market-data API that returns JSON, including the commercial ones behind an auth-header token, with no code and nothing for me to bundle. ## The shape of the problem Most securities that the big providers miss still have a price somewhere on the public internet. Sometimes it is a JSON API. Sometimes it is a webpage with the price in a CSS-selectable span. Sometimes it is a table on a regulator’s site, or a CSV download from a fund manager. What people lack is not the data. It is a structured way to point Wealthfolio at it. Every “fetch the price for symbol X” operation has roughly the same shape: 1. Construct a URL with the symbol interpolated in. 2. Make an HTTP request. 3. Parse the response. 4. Extract one or more numbers from a specific location in the parsed structure. 5. Return a price keyed to a date. Once that is written down, the system designs itself. The custom-provider UI is a form with fields for each step of that pipeline: - **URL template** with placeholders that get interpolated at fetch time: `{SYMBOL}`, `{CURRENCY}`/`{currency}`, `{ISIN}`, `{MIC}`, plus date placeholders `{TODAY}`, `{FROM}`, `{TO}`, and `{DATE:format}`. - **Format**: JSON, HTML, HTML table, or CSV. - **Extraction path**: a JSONPath expression for JSON, a CSS selector for HTML, or a `table_idx:col_idx` pair for tables. Separate paths for price, date, currency, and optionally open, high, low, and volume. - **Optional**: headers (for API keys), a `factor` and an `invert` toggle for unit and ratio conversion, a locale for number parsing, and a separate “historical” source with the `{FROM}` and `{TO}` date placeholders. ![Market data providers — built-in and custom, managed without code](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/market-data.png)![Market data providers — built-in and custom, managed without code](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/market-data-dark.png) Market data providers — built-in and custom, managed without code You configure it once per security type. Each provider can hold a “latest” source and a “historical” source, and you attach it to as many assets as you want. Wealthfolio handles the request cadence, the rate limiting, and the circuit breaking when a source goes down. This is not only for scraping HTML. With the JSON format, the URL template, and the headers field, the same feature is a no-code way to wire up a market-data API that Wealthfolio does not bundle. Put your API key in a request header (a JSON object like `{"X-API-Key": "..."}`) or as a query parameter in the URL itself, point the price and date paths at the response fields, and you have a working provider. Requests are GET only today. POST with a request body is a [requested addition](https://github.com/wealthfolio/wealthfolio/issues/812) that has not shipped. A saved source is just a declarative config the scraper interprets at fetch time. Placeholders expand, the response gets parsed by format, the extraction paths pull the numbers out, and the result is normalized into the same `Quote` struct every built-in provider produces: ![A saved custom-provider source becomes a Quote: the input symbol and context flow into a declarative source config, through the scraper's five fetch steps (expand template, HTTP GET, parse, extract, apply factor/invert), into a normalized Quote, then validate, store, and use like any other quote.](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/custom-providers-pipeline-light.svg)![A saved custom-provider source becomes a Quote: the input symbol and context flow into a declarative source config, through the scraper's five fetch steps (expand template, HTTP GET, parse, extract, apply factor/invert), into a normalized Quote, then validate, store, and use like any other quote.](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/custom-providers-pipeline-dark.svg) The same config is what the live preview runs against, so what you see in the test panel is exactly what the sync will pull. ## Why JSONPath and CSS selectors A small Wealthfolio-specific syntax was on the table, something that handled “go to this field, look up this row.” That would have been a mistake, for two reasons. First, JSONPath and CSS selectors are already standards. Anyone who has inspected a web page knows CSS selectors. Anyone who has queried a JSON payload has used JSONPath. Picking those means people who already know how to pull values out of data do not have to learn a new syntax. Second, the tooling already exists. The browser’s DevTools writes a CSS selector for you when you right-click an element. Online JSONPath testers validate your expression against a sample payload. Wealthfolio inherits decades of tooling instead of building its own. The cost is that JSONPath has a few warts (different implementations disagree on edge cases) and CSS selectors require the source page to be **server-rendered**. The scraper cannot run JavaScript. For data sites that is usually fine. For single-page apps it is not, and you have to find the underlying API instead. ## What was actually hard The extraction was not the hard part. Three other things were. **Live preview.** Configuring a provider blind is miserable. You would write a JSONPath expression, save it, attach it to an asset, wait for the next sync, and find out it did not match. So the configuration UI fetches the URL right there and shows you what came back, with the extracted values highlighted. If a value is not what you expected, you adjust the path and re-test in seconds. It feels like talking to the data instead of writing against it. ![The custom provider editor configured for a Vanguard workplace fund: URL template, JSON field mappings, and the live response with the extracted price and date highlighted in green](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/market-data-editor.png)![The custom provider editor configured for a Vanguard workplace fund: URL template, JSON field mappings, and the live response with the extracted price and date highlighted in green](https://assets.wealthfolio.app/images/blog/custom-market-data-providers-no-code/market-data-editor-dark.png) The editor fetches the URL as you configure it and highlights the values it extracted, so the test panel shows exactly what a sync will pull. **Circuit breaking.** If a custom source goes down for a day, Wealthfolio should not hammer it every minute. The provider registry in `crates/market-data` wraps every provider, custom ones included, in a circuit breaker. After a handful of consecutive failures (five by default) the circuit opens and that source is skipped for a cooldown window, then a single “half-open” probe checks whether it has recovered. The asset shows as stale rather than retrying forever. The custom scraper also has its own tight rate limit (30 requests per minute, two at a time), so a misconfigured URL cannot turn into a firehose. **Self-hosters and LAN endpoints.** A lot of people run their own scrapers: a Python script behind a reverse proxy, a container on a homelab, something hacked together in a Cloudflare Worker. The stance has been that a custom provider is configured by the user, on their own device, so Wealthfolio should not stop them pointing it at their own network. Private IP ranges are not blocked. If the host resolves and responds, the fetcher runs. The SSRF threat model applies to multi-tenant servers, not a single-user desktop app the operator can already reach in fifty other ways. ## What people point it at The requests that drove this, and the configs people have shared since, are mostly mutual funds and regional listings the big providers ignore. One concrete example came straight from the tracker ([#860](https://github.com/wealthfolio/wealthfolio/issues/860)). Vanguard exposes a workplace fund price API, but only as a historical range: ```text https://workplace.vanguard.com/.../fundPrice/{SYMBOL}?startDate={DATE:2026-01-01}&endDate={TODAY} ``` It returns a list of prices in date order, so the latest price is the last element. That request is the reason JSONPath support grew a `[-1]` last-element selector (`$.body.fundPrice.content[-1].price`). The feature and the refinement both came from a user’s actual config. Other sources people have wired up: open-end mutual funds whose fund manager publishes a daily NAV page, exchange listings that Yahoo quotes in the wrong currency, and self-hosted endpoints where someone runs a small scraper of their own and points Wealthfolio at it over their LAN. None of these needed a line of Wealthfolio code to change. That is the whole point. ## What I would add given more time **JavaScript execution.** Some sites are pure single-page apps where the server-rendered HTML is useless. Headless-browser scraping would unlock them, but it is a serious engineering investment and a real security surface. For now the workaround is to find the underlying API the app calls (the Network tab in DevTools). Sometimes there is not one, and you are stuck. **A community recipe gallery.** Right now, if someone works out a clever provider for, say, European mutual funds, the only way to share it is to paste the config into Discord or an issue. A curated, importable library of provider templates would be much better. The hard question there is who hosts and moderates it, not the technical one. ## Why this matters beyond market data The custom-provider feature is the one extensibility surface in Wealthfolio with a security model I am fully confident in. It makes an unauthenticated HTTP GET to a URL the user typed in, parses the response with a no-code expression, and writes the result into a numeric column. The worst case is “the source returns something weird and the parser returns no number,” which is bounded and recoverable. Custom providers are the easy half of extensibility: declarative configuration instead of imperative code. Almost everything in Wealthfolio that could be a config file probably should be one. The work ahead is finding the next category that fits this pattern and is not market data. ## Try it If you hold something Wealthfolio does not cover, start with the [Custom Market Data Providers guide](https://wealthfolio.app/docs/guide/custom-providers/), which has worked examples for the common cases. If you build a config that works for a source other people are likely to want, drop it in an [issue](https://github.com/wealthfolio/wealthfolio/issues) or in [Discord](https://discord.gg/WDMCY6aPWK). The last few improvements to this feature started exactly there. ### Tags Market Data Custom Providers JSONPath Scraping No-Code [← Back to The Blog](https://wealthfolio.app/blog/) Published June 26, 2026 ## Related posts - Engineering ### [Local-first and the SQLite Bet](https://wealthfolio.app/blog/local-first-and-the-sqlite-bet/) Why Wealthfolio's portfolio lives in a SQLite file on your machine instead of a cloud database, and what that decision cost us to make work. May 20, 2026 - Releases ### [Spending and Budgets, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-spending-and-budgets/) A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. Jun 7, 2026 - Releases ### [Goals and Retirement Simulation, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/) A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker. May 1, 2026 --- # How I Built an Open Source App That Went Viral | Wealthfolio Source: https://wealthfolio.app/blog/how-i-built-open-source-app-went-viral/ General # How I Built an Open Source App That Went Viral In September 2024, my side project Wealthfolio, a simple, open-source desktop investment tracker I built over the summer, unexpectedly went viral, reaching the front page of Hacker News and GitHub's trending list. Here's how this small and elegant app captured the attention of thousands. September 24, 2024 I built [Wealthfolio](https://wealthfolio.app/) to scratch an itch because I couldn’t find a decent desktop investment tracker that wasn’t a mess. Spreadsheets are fine, but not when you care about aesthetics. Plus, I’ve always been a fan of small, simple desktop applications that are beautiful, boring, and just work. As the app started coming together, I realized it could be more than just another personal project that would end up joining the graveyard of my private GitHub repositories. I decided to open source Wealthfolio, partly to give back to the community, and partly because I believed it might resonate with a small, niche group of users who valued simplicity and elegance in their tools as much as I did. ## The Snowball Effect I wasn’t expecting much when I first launched Wealthfolio on Product Hunt: just a simple introduction to the app, highlighting its clean interface and open-source nature. It gained some initial traction, but things really picked up after I posted about it on Hacker News. That’s when Wealthfolio reached a wider audience. The post hit the front page, and soon I was getting feedback, feature requests, and contributions from developers who were eager to improve the project. It was both exciting and overwhelming to see so many people take interest in this thing. Not long after, Wealthfolio made it to GitHub’s trending list, which helped it gain even more visibility. Watching the app resonate with users, especially those who appreciated the simplicity, was incredibly rewarding. ![Hacker News Badge](https://assets.wealthfolio.app/images/blog/how-i-built-open-source-app-went-viral/hacker-news-badge.png) ![Github Stars](https://assets.wealthfolio.app/images/blog/how-i-built-open-source-app-went-viral/github-stars.png) As Wealthfolio’s popularity grew, it began attracting traffic from a variety of sources, some expected and others quite surprising like websites known for hosting cracked software :). Notably, it was featured on [Homebrew](https://formulae.brew.sh/cask/wealthfolio#default), which significantly boosted its visibility among macOS users. Google searches also directed a steady stream of new users to the app website. ![Wealthfolio website traffic](https://assets.wealthfolio.app/images/blog/how-i-built-open-source-app-went-viral/website-traffic.png) ## Why People Liked It Here’s what I think made Wealthfolio catch on so quickly: **It’s Simple**: People don’t want to deal with overly complicated tools. Wealthfolio focuses on one thing: tracking your investments. That’s it. **It’s Private**: Your data stays on your computer. It doesn’t go anywhere else. The code is open source, so there are no hidden trackers. Privacy matters for financial data. **No Subscription Fees**: Wealthfolio embraces [once.com](http://once.com/) philosophy. There’s no pressure, no monthly fees or hidden costs. ## Building It With AI Part of the reason I built Wealthfolio was to see how fast I could turn an idea into a working product as a solo developer using AI. Both the [Tauri](https://tauri.app/) framework and the [Rust](https://www.rust-lang.org/) programming language were new to me, but AI gave me a serious edge in tackling that learning curve and troubleshooting issues (try to understand and resolve Rust’s borrow and ownership issues 😁). The AI assistant basically acted like team members; I’d like to think of it as my virtual product team. There’s no way I could’ve built Wealthfolio this fast without that help. We are definitely living through an interesting shift in how we design and build software, and it feels like it’s only the beginning. ![AI assistants](https://assets.wealthfolio.app/images/blog/how-i-built-open-source-app-went-viral/ai-assistants.png) ## What’s Next for Wealthfolio? The attention Wealthfolio has received has given the project a significant boost, and things are just getting started. There are some exciting developments on the horizon: The vision is to make Wealthfolio the ultimate, user-friendly wealth and investment companion app. We aim to keep it simple, private, and free while ensuring its long-term sustainability. Wealthfolio’s journey is just beginning, and we’d love for you to be part of it. Whether you’re a potential user, contributor, or simply curious about open-source success stories, I invite you to explore [Wealthfolio Website](http://wealthfolio.app/) and [Github repository](https://github.com/wealthfolio/wealthfolio) Share your thoughts, contribute code, or help spread the word. Stay tuned for more updates! ### Tags opensource rust tauri react [← Back to The Blog](https://wealthfolio.app/blog/) Published September 24, 2024 ## Related posts - General ### [On Losing the Thread](https://wealthfolio.app/blog/on-losing-the-thread/) The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters. Mar 25, 2026 - General ### [Wealthfolio Manifesto](https://wealthfolio.app/blog/wealthfolio-manifesto/) Why I Built a Privacy-First Investment Tracker. Sep 17, 2024 - Engineering ### [Bring Your Own Price Feed](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. Jun 26, 2026 --- # The Wealthfolio Blog - Thoughts on Product, Finance, and Engineering Source: https://wealthfolio.app/blog/ # THE WEALTHFOLIO Blog Thoughts on Product, Technology, and Software Engineering ## Featured Stories Releases June 7, 2026 ### [Spending and Budgets, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-spending-and-budgets/) A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. [Read More →](https://wealthfolio.app/blog/introducing-spending-and-budgets/) Releases May 1, 2026 ### [Goals and Retirement Simulation, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/) A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker. [Read More →](https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/) Releases August 19, 2025 ### [Introducing Wealthfolio Add-ons](https://wealthfolio.app/blog/introducing-addons/) Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered. [Read More →](https://wealthfolio.app/blog/introducing-addons/) General September 17, 2024 ### [Wealthfolio Manifesto](https://wealthfolio.app/blog/wealthfolio-manifesto/) Why I Built a Privacy-First Investment Tracker. [Read More →](https://wealthfolio.app/blog/wealthfolio-manifesto/) ## Latest Posts Engineering June 26, 2026 ### [Bring Your Own Price Feed](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. Market Data Custom Providers JSONPath [Read →](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Engineering May 20, 2026 ### [Local-first and the SQLite Bet](https://wealthfolio.app/blog/local-first-and-the-sqlite-bet/) Why Wealthfolio's portfolio lives in a SQLite file on your machine instead of a cloud database, and what that decision cost us to make work. Local-first SQLite Tauri [Read →](https://wealthfolio.app/blog/local-first-and-the-sqlite-bet/) General March 25, 2026 ### [On Losing the Thread](https://wealthfolio.app/blog/on-losing-the-thread/) The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters. Open Source Solo Founder Product [Read →](https://wealthfolio.app/blog/on-losing-the-thread/) General September 24, 2024 ### [How I Built an Open Source App That Went Viral](https://wealthfolio.app/blog/how-i-built-open-source-app-went-viral/) In September 2024, my side project Wealthfolio, a simple, open-source desktop investment tracker I built over the summer, unexpectedly went viral, reaching the front page of Hacker News and GitHub's trending list. Here's how this small and elegant app captured the attention of thousands. opensource rust tauri [Read →](https://wealthfolio.app/blog/how-i-built-open-source-app-went-viral/) --- # Introducing Wealthfolio Add-ons Source: https://wealthfolio.app/blog/introducing-addons/ Releases # Introducing Wealthfolio Add-ons Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered. August 19, 2025 **Update for Wealthfolio 3.7+:** add-ons run in sandboxed iframes, talk to Wealthfolio through a brokered API bridge, and can load private packaged assets. The examples below reflect the current route rendering, permission, network, and asset model. For the full contract, see the [add-on developer docs](https://wealthfolio.app/docs/addons/) add-on developer docs . A year ago, I built Wealthfolio, a simple desktop investment tracker that works offline. Today, with more than **~6,000 users**, **~1,000 who paid** to support the app, and more than **~5,000 GitHub stars**, I’m faced with an interesting problem: everyone wants something slightly different. Each feature request makes perfect sense for that person, but would clutter the app for everyone else and make it difficult to maintain. So instead of building every possible feature, I’m doing something different. I’m making Wealthfolio extensible through an add-ons system. ## The Logic of Letting Go The old model assumes the creator knows best; you build something and guard its purity. This is especially true for me since Wealthfolio is my side project, something I need to craft and shape as I want it to be. But personal finance is deeply individual. The way you track investments depends on your age, tax laws, risk tolerance, and countless other factors. No single app can capture all these variations without becoming bloated or requiring a large team. ## Freedom Through Constraints Add-ons work because they’re constrained. They can’t break the core app. They can’t access data they shouldn’t. They solve specific problems without creating general chaos. This constraint is liberating for both users and developers. Users get exactly the functionality they need without paying the complexity cost of features they don’t use. Developers can experiment with ideas that would be too risky or niche to include in the main application. It’s a different kind of democracy than the usual “feature request” model. Instead of voting on what should be built, people build what they need. The useful add-ons find their audience. The rest disappear without cluttering the experience for everyone else. ## A perfect use case of “Vibe Coding” There’s a shift happening in how people relate to code. We call it “vibe coding”. It’s the idea that you can describe what you want in plain language and let AI handle the implementation details. You focus on the creative intent, the “vibe” of what you’re building, rather than wrestling with syntax and boilerplate. This shift is enabled by powerful language models that can translate your ideas into working code, clearer documentation that helps you articulate what you need, and platforms that make it easy to share and extend existing work. More importantly, it’s enabled by a mindset shift: coding becomes less about memorizing APIs and more about clearly expressing your intent. When someone with a specific need can spend an afternoon building a small add-on that solves their exact problem, then share it with others who have the same problem, something interesting happens. The software becomes more useful without becoming more complex for anyone who doesn’t need that specific feature. ## Architecture Overview Wealthfolio’s architecture is designed to support a wide range of addons while maintaining security and performance. At a high level, the system consists of three main components: 1. **Addon Runtime**: This is the sandboxed iframe environment where addons are executed. It manages loading, unloading, route rendering, host dependencies, and context management. 2. **Permission System**: This component ensures that addons can only access the data, host APIs, and network destinations they’re explicitly allowed to use. It includes manifest declarations, static detection, install-time approval, and runtime enforcement. 3. **API Bridge**: The brokered API bridge provides a type-safe interface for addons to interact with Wealthfolio’s core functionality without receiving raw host state. It covers portfolio data, accounts, activities, market data, UI navigation, scoped secrets, brokered HTTPS requests, and more. ```plaintext ┌─────────────────────────────────────────────────────────────────┐ │ Wealthfolio Host Application │ ├─────────────────────────────────────────────────────────────────┤ │ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ Addon Runtime │ │ Permission │ │ API Bridge │ │ │ │ │ │ System │ │ │ │ │ │ • Load/Unload │ │ • Detection │ │ • Type Bridge │ │ │ │ • Lifecycle │ │ • Validation │ │ • Domain APIs │ │ │ │ • Context Mgmt │ │ • Enforcement │ │ • Scoped Access │ │ │ └─────────────────┘ └─────────────────┘ └─────────────────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ Individual Addons │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ Addon A │ │ Addon B │ │ Addon C │ │ Addon D │ │ │ │ Portfolio │ │ Custom │ │ Market │ │ Tax │ │ │ │ Analytics │ │ Alerts │ │ Data │ │ Reports │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ └─────────────────────────────────────────────────────────────────┘ ``` ### Basic Addon Structure An addon exports an `enable(ctx)` function. Wealthfolio loads it in a sandboxed iframe and passes a context object with brokered access to financial data, the UI system, route rendering, event listeners, scoped secrets, and network requests. ```typescript import { QueryClientProvider, useQuery, type QueryClient } from '@tanstack/react-query'; import type { Account, AddonContext } from '@wealthfolio/addon-sdk'; let addonCtx: AddonContext | undefined; function AccountsViewer() { const ctx = addonCtx!; const { data: accounts = [], isLoading } = useQuery({ queryKey: ['accounts'], queryFn: () => ctx.api.accounts.getAll(), }); if (isLoading) return
Loading accounts...
; return (

Accounts

{accounts.map((account) => (
{account.name} {account.currency}
))}
); } function AccountsRoute() { const queryClient = addonCtx!.api.query.getClient() as QueryClient; return ( ); } export default function enable(ctx: AddonContext) { addonCtx = ctx; // The matching route and sidebar link are declared in manifest.json. ctx.router.add({ id: 'accounts-viewer', path: '/addons/accounts-viewer', component: AccountsRoute, }); ctx.onDisable(() => { addonCtx = undefined; }); } ``` The QueryClient above belongs to this addon sandbox; its cache is not shared with the host or other addons. Invalidation and refetch calls are mirrored to the host, while host-originated changes reach the addon through domain event subscriptions. Wealthfolio 3.7 also provides `ctx.assets` for images, fonts, media, configuration, and Wasm packaged under `assets/**` or `dist/assets/**`. Non-JavaScript/CSS files in those roots stay private to the addon and load as verified Blobs or lifecycle-scoped Blob URLs; JavaScript and CSS remain runtime modules and styles. ### Permission System The permission system works in stages: the manifest declares what the addon needs, static code analysis detects API usage patterns, Wealthfolio categorizes the requested access by risk level, and the user approves or rejects the installation. If an addon asks for network access, the install/update flow also shows the exact HTTPS hosts it wants to reach. ```plaintext Installation Flow: ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ │ │ │ │ │ │ ZIP File │───▶│ Extract │───▶│ Validate │───▶│ Analyze │ │ │ │ │ │ Manifest │ │ Permissions │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ │ │ │ │ │ │ Running │◀───│ Enable │◀───│ Sandbox │◀─────────────┘ │ Addon │ │ │ │ Load │ └─────────────┘ └─────────────┘ └─────────────┘ ``` Secrets are stored in the OS keyring under the addon’s own scope. Addons do not receive raw access to another addon’s secrets. For external APIs, addons use the brokered `network.request` API and can ask Wealthfolio to inject a bearer token from a scoped secret, so authorization headers do not have to be assembled in frontend code. ### Development Experience The addon system is designed to feel familiar to anyone who’s built modern web applications. It’s TypeScript and React all the way down—no proprietary languages or frameworks to learn. The development workflow is straightforward: ```bash # Create a new addon using the CLI npx @wealthfolio/addon-dev-tools create # Navigate to the generated project cd # Start the hot-reload development server pnpm dev:server # Your addon appears in Wealthfolio automatically # Edit your code, see changes instantly ``` We provide a CLI tool that scaffolds a complete addon project with: - TypeScript configuration - React components setup - Permission manifest template - Host dependency configuration for React, the SDK, and Wealthfolio UI - Private packaged-asset support - Development server configuration - Example code and documentation ```plaintext Your source ──watch/build──▶ localhost:3001 ──discovery/hot reload──▶ Wealthfolio ├─ /health ├─ /runtime-package ├─ /runtime-files └─ /runtime-assets/:id?generation=... ``` Wealthfolio 3.7 requires `@wealthfolio/addon-dev-tools` 3.7 or newer for live development. The server publishes immutable runtime generations so code, CSS, and lazy asset bytes always come from the same build. ## Wrapping Up Perhaps this is what boring software really means. Not software that lacks features, but software that stays out of your way while enabling you to build exactly what you need on top of it. Wealthfolio still does one thing: it tracks your investments locally, privately, simply. But now it also does something else: it gets out of the way when you need it to do more. This feels like a small thing. Maybe it is. But small things compound. And in a world increasingly dominated by platforms that want to control every aspect of your digital life, the ability to modify your tools to fit your needs feels increasingly radical. The add-ons are now available, and the current developer docs live at [wealthfolio.app/docs/addons](https://wealthfolio.app/docs/addons/). We’ll see what people build. ### Tags Add-ons Open Source Extensibility Software Architecture User Empowerment [← Back to The Blog](https://wealthfolio.app/blog/) Published August 19, 2025 ## Related posts - Releases ### [Spending and Budgets, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-spending-and-budgets/) A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. Jun 7, 2026 - Releases ### [Goals and Retirement Simulation, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/) A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker. May 1, 2026 - General ### [On Losing the Thread](https://wealthfolio.app/blog/on-losing-the-thread/) The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters. Mar 25, 2026 --- # Goals and Retirement Simulation, Now in Wealthfolio Source: https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/ Releases # Goals and Retirement Simulation, Now in Wealthfolio A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker. May 1, 2026 Wealthfolio started as a tracker, a clean place to see your accounts and holdings, kept locally and out of the way. That part isn’t going anywhere. But tracking only answers half the question. The other half is the one most people actually care about: _am I on track, and toward what?_ This release is a step toward Wealthfolio being a real **wealth companion** rather than just a tracker. Two new tools land together: - **Retirement & FIRE Simulator** for the longer arc, with both Traditional and FIRE modes. - **Save-Up Simulator** for everyday goals like a house deposit, a car, an emergency fund, or any target with a date. Both run on the same data you’ve already been tracking, and both are local-first like everything else in the app. ![Retirement and FIRE simulator in Wealthfolio](https://assets.wealthfolio.app/images/landing/goals-retirement.webp)![Retirement and FIRE simulator in Wealthfolio](https://assets.wealthfolio.app/images/landing/goals-retirement-dark.webp) ## Retirement & FIRE Simulator Retirement is the one financial question that almost every online calculator answers in a single number. _You need $1.6M. Good luck._ That answer isn’t very useful, because it doesn’t tell you what assumptions it depends on or how fragile they are. The new retirement simulator walks your portfolio year by year, not as a calculator that spits out one figure but as a model you can poke at. You enter where you are today, what you spend, what you’ll spend in retirement, the income streams you expect (pension, social security, DC funds), your tax buckets, and your assumed returns. The engine then runs through accumulation, the moment you stop working, and three decades of withdrawals, taxes, and inflation. It supports two modes: - **Traditional**: “I want to retire at 65, am I funded?” - **FIRE**: “When do I actually become financially independent?” Same engine, just a different question. The **Risk Lab** then does what a single number can’t: - **Monte Carlo** runs the same plan 5,000 times under randomised return paths and reports a success rate plus percentile bands. - **Sensitivity** sweeps a single input (return, contribution, retirement age) so you can see which assumptions actually move the answer. - **Sequence-of-returns** stresses the early retirement years, where a market drop hurts the most. The point isn’t to give you certainty. There isn’t any. The point is to let you see your own assumptions, change them, and watch the answer move. ## Save-Up Simulator A goal used to be a target and a percentage allocation in Wealthfolio. That worked, but it didn’t tell you whether you were going to make it in time. The save-up engine fixes that. For each goal, the simulator now projects your balance forward year by year, plots a milestone glide path against the target date, and labels the goal **on track**, **at risk**, or **off track** in plain colours. Funding can pull from your existing accounts with awareness of taxable, tax-deferred, and tax-free buckets, so the projection reflects what you’d actually have left after tax. Useful for a house down payment, a wedding, a car, an emergency fund, a sabbatical, anything with a name and a date. ![Save-up simulator in Wealthfolio](https://assets.wealthfolio.app/images/landing/goals-saveup.webp)![Save-up simulator in Wealthfolio](https://assets.wealthfolio.app/images/landing/goals-saveup-dark.webp) ## Anchored to your real numbers Most retirement calculators ask you to _guess_ your portfolio balance and savings rate. The simulator inside Wealthfolio uses the accounts and contributions you’ve already been tracking. The plan is yours, not a generic version of someone like you. Goals can fund themselves from real accounts, and the retirement simulator can include real DC pensions. The data is already there, the simulation just borrows it. And like everything else in Wealthfolio, this all runs on your computer. The simulator runs locally, the inputs stay local, and the projection never leaves your machine. ⚠️ **This is a simulator, not a financial planner.** The goals and retirement simulators are tools to help you explore your own assumptions and see how the math plays out. They are not personalised financial advice. They don’t know your full tax situation, your estate plan, your insurance, your dependents, or the parts of your life that don’t fit in a spreadsheet. For decisions that actually move your life, please talk to a **licensed financial adviser**, an accountant, or a tax professional in your jurisdiction. Treat the output as a sanity check or a “what if”, not a final answer. ## What’s not modelled Worth being explicit about what the simulator doesn’t try to do, so you can judge how much weight to put on it: - It doesn’t optimise your taxes. Withdrawal ordering is fixed (taxable, then tax-deferred, then tax-free) with flat effective rates per bucket. No bracket-aware optimisation. No Roth conversion strategy. - It doesn’t model spousal claiming, RMDs, IRMAA, or estate planning. - It doesn’t tell you what to invest in. Returns and volatility are assumptions you provide. - It doesn’t account for the parts of your situation that aren’t in the app, like health, business equity, real estate beyond what you’ve entered, or life events. If you need any of the above with precision, treat the simulator as a directional tool, not the last word. ## Try it Both simulators are live in this release. Goals get the new save-up engine automatically, and retirement is a new goal type you can create from the Goals page. The full guides are in the docs: - [Retirement & FIRE Simulation](https://wealthfolio.app/docs/guide/retirement-planning/) - [Goals & Save-Up Simulator](https://wealthfolio.app/docs/guide/goals/) If you’ve been using Wealthfolio just to track, this is the natural next step. Same app, same local data, just doing more with it. ### Tags Goals Retirement FIRE Simulation [← Back to The Blog](https://wealthfolio.app/blog/) Published May 1, 2026 ## Related posts - Releases ### [Spending and Budgets, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-spending-and-budgets/) A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. Jun 7, 2026 - Releases ### [Introducing Wealthfolio Add-ons](https://wealthfolio.app/blog/introducing-addons/) Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered. Aug 19, 2025 - Engineering ### [Bring Your Own Price Feed](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. Jun 26, 2026 --- # Spending and Budgets, Now in Wealthfolio Source: https://wealthfolio.app/blog/introducing-spending-and-budgets/ Releases # Spending and Budgets, Now in Wealthfolio A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. June 7, 2026 Wealthfolio has always been good at one side of the ledger: what you own. Accounts, holdings, performance, net worth, all kept locally and out of the way. But your wealth isn’t just what you’ve accumulated. It’s also what flows through your hands every month, and until now Wealthfolio had nothing to say about that. This release closes the gap. **Spending & Budgets** is a complete new module that brings your cash flow into the same app as your investments, so the money you spend and the money you grow finally live in one place. - **Spending** to understand where your money actually goes. - **Budgets** to decide where you want it to go, and watch the two line up. Like everything else in Wealthfolio, it runs on the data you already have, and it stays on your machine. ![Spending overview in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-overview.png) ![Spending overview in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-overview-dark.png) Spending overview with categories, budget progress, and trends ## Categorize automatically Sorting transactions by hand is what kills most budgets. Nobody keeps it up. So Wealthfolio does the sorting for you. Set up a rule once and it categorizes new transactions automatically. Rules match on the description, contains, starts-with, exact, or a regex if you want precision, at the priority you choose, and each rule can target spending, income, or savings. Run them across your history, or let them quietly tag new activity as it comes in. For the long tail that no rule catches, ask the **AI assistant** to take a pass: it proposes categories for whatever’s left, and you review and accept its suggestions. The goal is a feed that’s mostly sorted by the time you look at it, with AI as a quick second hand on the rest, not a chore waiting for you. ![Spending categorization rules in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-rules.png) ![Spending categorization rules in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-rules-dark.png) Categorization rules with match types and presets ## Build budgets that fit you A budget should describe your life, not someone’s idea of it. So you set up a **default monthly plan** once in settings, groups you control, Needs, Wants, Savings, or whatever structure makes sense to you, each with a target. That plan becomes the baseline used every month, so you’re not rebuilding it from scratch in January. Then real life happens, and the parts that let a budget survive contact with it are here too. **Override any single month** when it’s unusual, a holiday, a big repair, a bonus, then revert back to your defaults with a click when it’s over. **Rollovers** carry an unused or overspent balance into next month, so one big grocery run doesn’t break the whole plan, and you can **copy from a previous month** when you’d rather start there. As the month unfolds, actuals fill in against your targets so you always know where you stand. ![Budget editor in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-budget.png) ![Budget editor in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-budget-dark.png) Budget editor with groups, targets, and rollover settings ## Mark life events Some spending doesn’t belong to a month, it belongs to a moment. A vacation, a wedding, a home renovation, a move. Add an event to a timeline, tag the transactions that belong to it, and Wealthfolio totals up its true cost, with a per-category breakdown and a day-by-day chart. It’s a simple idea that answers a question budgets can’t: not “how much did I spend on food in March,” but “what did that trip actually cost me, all in.” ![Spending events timeline in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-events.png) ![Spending events timeline in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-events-dark.png) Events timeline with a per-event spending breakdown ## Read your money like a story Charts tell you what happened. They rarely tell you what it means. The insights page is built to read like a short, plain-language briefing: where you are, what changed, and when and where you spend. It shows your pace versus budget, on track, approaching, or over, surfaces the top movers driving the change, and maps your spending across a weekday-by-hour heatmap. Every number is a door: click through to the exact transactions behind it. And because money rarely stays in one currency, totals are FX-converted while the native amounts stay visible too. ![Spending insights in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-insights.png) ![Spending insights in Wealthfolio](https://assets.wealthfolio.app/images/blog/introducing-spending-and-budgets/spending-insights-dark.png) Narrative insights: pace, cashflow, and the category breakdown ## One picture of your money The reason this matters isn’t budgeting for its own sake. It’s that saving and investing are the same story told from two ends. What you don’t spend is what you get to invest. Putting cash flow in the same local-first app as your portfolio means you can finally see both halves at once, without exporting anything, signing up for a third service, or handing your bank login to an aggregator. And it’s all anchored to data you already trust. The same accounts you’ve been tracking become the source for your spending and budgets, no re-entry, no guessing. The categorization runs locally, the budgets live on your machine, and nothing about how you spend ever leaves your computer. 💡 **Spending works best when your accounts feed it.** Opt your cash and credit-card accounts into the spending view, import or sync their activity, and the categorization, budgets, and insights all fill in from there. The more complete the activity, the more honest the picture. ## Try it Spending & Budgets is live in this release. Open the new Spending section, choose the accounts to include, and let the rules and AI do the first pass of sorting. The full guides are in the docs: - [Spending & Budgets](https://wealthfolio.app/docs/guide/spending-budgets/) - [Spending & Budgets feature overview](https://wealthfolio.app/features/spending-budgets/) If you’ve been using Wealthfolio to watch your wealth grow, this is the other half of the picture. Same app, same local data, now with the spending side in view too. ### Tags Spending Budgets Cash Flow Categorization [← Back to The Blog](https://wealthfolio.app/blog/) Published June 7, 2026 ## Related posts - Releases ### [Goals and Retirement Simulation, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-goals-and-retirement-planning/) A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker. May 1, 2026 - Releases ### [Introducing Wealthfolio Add-ons](https://wealthfolio.app/blog/introducing-addons/) Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered. Aug 19, 2025 - Engineering ### [Bring Your Own Price Feed](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. Jun 26, 2026 --- # Local-first and the SQLite Bet | Wealthfolio Source: https://wealthfolio.app/blog/local-first-and-the-sqlite-bet/ Engineering # Local-first and the SQLite Bet Why Wealthfolio's portfolio lives in a SQLite file on your machine instead of a cloud database, and what that decision cost us to make work. May 20, 2026 ![Local-first and the SQLite bet](https://assets.wealthfolio.app/images/blog/local-first-and-the-sqlite-bet/local-first-hero-light.svg)![Local-first and the SQLite bet](https://assets.wealthfolio.app/images/blog/local-first-and-the-sqlite-bet/local-first-hero-dark.svg) The first version of Wealthfolio was a weekend project, and the database choice got about ten seconds of thought before SQLite won. It was the obvious move: a desktop app, no server to run, no dependency on Postgres being installed somewhere. SQLite is a file. Drop it in the user’s home directory and you’re done. What wasn’t fully appreciated at the time is that this one technical decision turned out to be the **product** decision. Local-first isn’t a marketing line; it’s the constraint that shapes everything Wealthfolio is and isn’t. ## The constraint When all the data lives in a single file on your machine, a lot of things become true that aren’t true of the average SaaS app: - We can’t see your portfolio. There’s no database to query. There’s no server with your activities in it. If you don’t tell us what’s in your account, there’s no way for us to know. - The app works offline. Market data and the updater are the only things that hit the network. Everything else is local reads and writes. - A bad deploy can’t break your data. There’s no migration that wipes your records because a bug shipped to production at 11pm. Your data state is yours. - You can’t lose your data because Wealthfolio went out of business. Worst case the app becomes unmaintained and the SQLite file still opens in any SQLite client on the planet. That last one matters more than expected. A surprising number of personal-finance tools have been shut down over the years: Mint, Quicken Online, various local-bank aggregators. Every shutdown is a story of someone trying to find a CSV export the week before the lights went off. The local-first model side-steps that entirely. Your file isn’t going anywhere. ## You own the data and the app The deeper point is ownership. Your portfolio is a file you hold, and Wealthfolio is open source, so neither the data nor the app depends on us staying in business. If the file is yours and the code is public, the worst case is that development stops, not that your records disappear. We are not the first to bet on this. Obsidian keeps your notes as plain Markdown files you own; Steph Ango’s “File over app” essay names the principle, that the app is a lens and the file outlasts the software. DHH and 37signals’ [Once line](https://world.hey.com/dhh/once-again-3e99f755) sells software you buy once and run yourself, with no subscription and no remote kill switch. Wealthfolio sits one step further along the same axis: not just self-hosted versus SaaS, but local-first versus server-anything. Even a self-hosted server has an operator who can fumble a deploy. A file on your machine does not. ## What the SQLite bet cost us The flip side is that local-first makes everything you take for granted in a SaaS app hard. **No built-in sync.** If you want your phone and your laptop to agree on what you own, you need some kind of replication layer. Wealthfolio shipped without one for almost a year. People worked around it by exporting and re-importing. That’s how [Connect](https://wealthfolio.app/connect/) came about: end-to-end encrypted sync built on top of the local-first foundation, opt-in for the people who want it. The design problem of “sync that we can’t read” is its own essay. **Packaging is hard.** Shipping a desktop app means being in the OS package signing business. Windows SmartScreen flags new releases until enough downloads accumulate. macOS notarization breaks if an entitlement gets forgotten on a bump. AppImages need exactly the right WebKit version on every distro. None of these are intellectually interesting problems. They’re an endless tax to pay so the app installs cleanly for everyone. **No “let me check what your data looks like” support.** When someone files an issue that boils down to “my portfolio shows a weird number”, there’s no admin dashboard to open. They have to paste data, run an export, or screenshot. Sometimes that’s awkward, but it’s the right side of awkward. The alternative is having a god-mode view into everyone’s net worth, which is exactly what Wealthfolio was built to avoid. **Updates are slower to roll out.** A SaaS bug fix is `git push` and everyone gets it. A desktop bug fix is `git tag`, build, sign, upload to GitHub, wait for users to notice. The lower velocity has grown on us; it forces harder thinking before each release. But it’s a real difference from web shipping. ## Why SQLite specifically Alternatives got considered. Briefly: - **Embedded RocksDB or LevelDB:** way more capable for high-throughput workloads, but it’d mean writing the query layer, the schema migrations, the whole stack from scratch. A portfolio tracker doesn’t need that throughput. - **DuckDB:** great for analytics but the maturity wasn’t there at the start, and being the canary for a lot of edge cases wasn’t appealing. - **A flat-file format (JSON, Parquet, CSV):** tempting because the file is the product, but you give up referential integrity and you reinvent half a database to do anything non-trivial. SQLite wins because it’s all the things you want a personal-finance file to be: - A single file you can copy, version, encrypt, or back up. - ACID, so a power cut doesn’t corrupt your portfolio. - Faster than the network you’d use to reach a remote database. - Old, boring, and battle-tested. The format itself is a [recommended storage format](https://www.sqlite.org/locrsf.html) by the US Library of Congress for archival data. The trade-offs (single writer, limited concurrent connections, no built-in replication) don’t matter for a single-user app. ## How the file is managed What the file holds is unremarkable: accounts, activities, assets, quotes, goals and contribution limits, plus precomputed snapshots of positions and net-worth points so the dashboard does not replay the whole history on every load. The more interesting part is the small amount of Rust that keeps it correct. The Rust side uses **Diesel** as the ORM and migration runner. Schema migrations live in `crates/storage-sqlite/migrations/` and run on app start, followed by a WAL checkpoint so the main `.db` file is current before the pool comes up. The connection layer is a small `r2d2` pool (max eight connections) with a `ConnectionCustomizer` that re-pins the per-connection PRAGMAs Wealthfolio cares about on every checkout: `foreign_keys = ON`, `busy_timeout = 30000`, `synchronous = NORMAL`. `journal_mode = WAL` is persistent, so it’s set once when the database is first opened. WAL lets readers and the writer coexist without blocking each other; the busy timeout keeps the rare contention case from surfacing as a user-visible error. Writes go through a **single-writer actor**. Every mutating operation is sent over a Tokio MPSC channel to one dedicated pooled connection that owns all write transactions, each run as an `immediate_transaction`; reads use the pool freely. This is the SQLite-on-async-Rust pattern that sidesteps the “database is locked” problem cleanly: there’s only ever one writer, so there’s nothing to contend on. The handle lives in `crates/storage-sqlite/src/db/write_actor.rs` if you want to see what that boring little piece of infrastructure looks like. It’s deeply unexciting code. That’s the point: your portfolio shouldn’t be doing anything exciting at rest. Put together, the whole loop fits in your head and never leaves your machine: ![The Wealthfolio data loop runs entirely on your machine. The React UI in a WebView calls Tauri commands in Rust, which reach the Rust core and repositories. Reads use an r2d2 connection pool of up to 8 connections; writes go through a single-writer actor on one connection. Both go through Diesel and rusqlite to app.db, written with WAL on your disk. Only market data, app updates, and opt-in Connect sync touch the network, over HTTPS. There is no cloud database in the loop.](https://assets.wealthfolio.app/images/blog/local-first-and-the-sqlite-bet/local-first-architecture-light.svg)![The Wealthfolio data loop runs entirely on your machine. The React UI in a WebView calls Tauri commands in Rust, which reach the Rust core and repositories. Reads use an r2d2 connection pool of up to 8 connections; writes go through a single-writer actor on one connection. Both go through Diesel and rusqlite to app.db, written with WAL on your disk. Only market data, app updates, and opt-in Connect sync touch the network, over HTTPS. There is no cloud database in the loop.](https://assets.wealthfolio.app/images/blog/local-first-and-the-sqlite-bet/local-first-architecture-dark.svg) Only market data, the updater, and opt-in Connect sync ever touch the wire. Every read and write of your actual portfolio happens entirely inside that left-hand box. ## What you can do with this Because the file is yours: - **Back it up however you back up files.** Time Machine, Restic, a USB stick, your encrypted cloud drive. Wealthfolio doesn’t care. - **Move between machines** by copying the file. The data directory is documented in the [data export guide](https://wealthfolio.app/docs/guide/data-export/#4--where-the-database-file-lives-if-youd-rather-copy-it). - **Query it directly** with the SQLite CLI if you want to build something Wealthfolio doesn’t yet support. (Be careful: the schema is internal and changes between versions. But it’s there.) - **Inspect what the app sees.** If something looks off, opening the file in DB Browser for SQLite often resolves “what’s going on” in thirty seconds. This needs to keep being true. The day Wealthfolio starts mediating access to your own data is the day it stops being the tool it set out to be. ## The bet Local-first is a bet on a specific kind of user: someone who’d rather own their financial data outright than pay someone else to host it, even if owning it means a little more work. It’s not the bet most personal-finance apps make. Most apps assume the user wants the maximum convenience and is willing to trade access to their bank accounts for it. Wealthfolio is for the other crowd. The Connect subscription exists for the people who want some of that convenience back without giving up the local-first foundation: sync, broker integrations, household sharing. But the core stays where it started: a SQLite file on your machine, doing exactly what you asked it to do, and nothing else. That bet has paid off. Thousands of people use it, and many have paid for Connect to support development. The core stays free and fully local, so whatever happens to the company or the subscription, your portfolio is a file you keep, not something that can be switched off remotely. That’s worth all the AppImage debugging in the world. ### Tags Local-first SQLite Tauri Architecture Privacy [← Back to The Blog](https://wealthfolio.app/blog/) Published May 20, 2026 ## Related posts - Engineering ### [Bring Your Own Price Feed](https://wealthfolio.app/blog/custom-market-data-providers-no-code/) Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration. Jun 26, 2026 - General ### [Wealthfolio Manifesto](https://wealthfolio.app/blog/wealthfolio-manifesto/) Why I Built a Privacy-First Investment Tracker. Sep 17, 2024 - Releases ### [Spending and Budgets, Now in Wealthfolio](https://wealthfolio.app/blog/introducing-spending-and-budgets/) A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first. Jun 7, 2026 --- # On Losing the Thread | Wealthfolio Source: https://wealthfolio.app/blog/on-losing-the-thread/ General # On Losing the Thread The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters. March 25, 2026 The hardest thing about building an open source app is staying connected to your own work. Issues pile up, and slowly, you become a prisoner of your own issue tracker. You stop opening your app to use it and start opening it to fix it. At some point maker becomes maintainer, and those are not the same thing. I noticed the shift when I realized I hadn’t actually used [Wealthfolio](https://wealthfolio.app/) as a user in weeks. I was only opening it in dev mode. My relationship with the app went from something personal, a tool I was sharpening, to something administrative. A queue I was managing. I lost touch with my own work. There’s a failure mode that looks like productivity. You’re closing issues. You’re shipping fixes. From the outside, the project is thriving. But you stop building an opinionated piece of software you’re attached to. You’re reacting. The issue tracker has become a to-do list that other people write for you, and for solo founders this hits harder because there’s no one else to absorb the noise. When ten people use your app, you build what you want. When ten thousand people use it, you start building what the loudest voices want. Those are almost never the same thing. Success feels like losing ownership of your own taste. Saying yes is easy. Living with yes is the hard part. I started rushing features. Shipping things that worked but that I hadn’t lived with yet. Just to close an issue. Just to move the number down. The whole reason I started this project was to build something I’d want to use with joy for many years. You don’t get there by sprinting through a backlog. And fighting the rush to ship new features is a hell of a fight, especially now when you can just ask an AI to implement something and have it done in an hour. The nicest things I’ve built in Wealthfolio came from a personal connection to the feature. No open issue pushing me. No deadline. Just me noticing things and polishing again and again until I was happy with it. That kind of noticing only comes from living in your own software. That’s the thread. That’s what I almost lost, and what I need to keep making room for. I don’t think maintainers burn out from writing code. They burn out from the distance between what they want to build and what everyone else wants them to build. My fix isn’t to ignore users. Their feedback is valuable and constantly reminds me how little I know about this domain. But I’m also a user, the first one, and I need to protect the time and space that lets me build from that place. ### Tags Open Source Solo Founder Product Maintainership [← Back to The Blog](https://wealthfolio.app/blog/) Published March 25, 2026 ## Related posts - General ### [Wealthfolio Manifesto](https://wealthfolio.app/blog/wealthfolio-manifesto/) Why I Built a Privacy-First Investment Tracker. Sep 17, 2024 - General ### [How I Built an Open Source App That Went Viral](https://wealthfolio.app/blog/how-i-built-open-source-app-went-viral/) In September 2024, my side project Wealthfolio, a simple, open-source desktop investment tracker I built over the summer, unexpectedly went viral, reaching the front page of Hacker News and GitHub's trending list. Here's how this small and elegant app captured the attention of thousands. Sep 24, 2024 - Releases ### [Introducing Wealthfolio Add-ons](https://wealthfolio.app/blog/introducing-addons/) Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered. Aug 19, 2025 --- # Wealthfolio Manifesto Source: https://wealthfolio.app/blog/wealthfolio-manifesto/ General # Wealthfolio Manifesto Why I Built a Privacy-First Investment Tracker. September 17, 2024 ![Wealthfolio Manifesto illustration](https://assets.wealthfolio.app/images/logo-leaf.png) I built Wealthfolio out of necessity because, honestly, I couldn’t find a decent desktop investment tracker that wasn’t a total mess. Everything out there was ridiculously complicated, stuffed with unnecessary features, and required uploading my financial data to someone else’s servers, usually for a monthly fee. I didn’t feel comfortable sharing my financial information with third parties, and paying monthly fees for something my computer could handle locally seemed unnecessary. Then, Wealthfolio gained some attention, and I quickly realized there were probably others facing the same frustrations. Many of us wanted an investment tracker that is simple, beautiful, and boring in the best way possible: an app that did the job and stayed out of the way. ### The Vision I want Wealthfolio to be the tool people reach for when they need to track their wealth and financial goals without unnecessary complications. Think of it as a beautiful, interactive spreadsheet-like tracker that actually makes sense. No cloud dependencies, no monthly subscriptions, no handing over personal data. Just a clean app that runs on your computer and gets the job done. I made it open source because people should see what’s going on under the hood. Transparency matters when it comes to your financial data. The goal is simple: track your money, understand your progress, and forget the app is even there. Here are some guiding principles that will drive the development of Wealthfolio: ### Privacy Matters In an age where everything is cloud-based and tied to SaaS platforms, I wanted optionality, the ability to decide where my financial data goes and who can access it. Most apps decide for you where your data goes and who can access it. I don’t believe anyone should have to compromise their privacy to track their investments. Wealthfolio stores all your information locally, right on your computer. No third parties. No risk of your data being sold, hacked, or manipulated. This isn’t just about privacy. It’s about ownership. When your data stays on your machine, you own the whole process. No one can change the rules on you, raise prices, or suddenly decide your data is worth something to advertisers. ### Simplicity Over Complexity I believe simplicity is what makes products truly memorable. We aim to make Wealthfolio boring and simple, not overly clever or sophisticated. It will be focused on the essentials: tracking your investments and seeing how they align with your financial goals. That’s it. No unnecessary bells and whistles. Just clear, simple insights. I know the everyday challenge will be not losing sight of what truly matters. ### No Hidden Costs or Subscriptions Another thing that frustrated me was the constant push for subscription services. I didn’t want to get trapped in yet another recurring fee for something I only use sporadically. So, the core Wealthfolio app is free to use. If you like it and want to support its development, you can pay once, no strings attached, and use it forever. No surprises. No monthly fees. _Note: We later introduced [Wealthfolio Connect](https://wealthfolio.app/connect/) as an optional subscription for users who want automatic broker sync, device sync, and household sharing. The core app remains local-first and free. Connect is simply a convenience layer for those who want it._ Sincerely, [Fadil](https://x.com/_afadil) Fadil ### Tags Privacy Open Source Investment Tracking Product Vision Offline Private Portfolio Tracker [← Back to The Blog](https://wealthfolio.app/blog/) Published September 17, 2024 ## Related posts - General ### [On Losing the Thread](https://wealthfolio.app/blog/on-losing-the-thread/) The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters. Mar 25, 2026 - General ### [How I Built an Open Source App That Went Viral](https://wealthfolio.app/blog/how-i-built-open-source-app-went-viral/) In September 2024, my side project Wealthfolio, a simple, open-source desktop investment tracker I built over the summer, unexpectedly went viral, reaching the front page of Hacker News and GitHub's trending list. Here's how this small and elegant app captured the attention of thousands. Sep 24, 2024 - Engineering ### [Local-first and the SQLite Bet](https://wealthfolio.app/blog/local-first-and-the-sqlite-bet/) Why Wealthfolio's portfolio lives in a SQLite file on your machine instead of a cloud database, and what that decision cost us to make work. May 20, 2026 --- # Wealthfolio 1.0.23 — Release Notes Source: https://wealthfolio.app/changelog/1_0_23/ Back 1.0.23 Jan 12, 2025 # Wealthfolio 1.0.23 — Release Notes ## New Features and Improvements ### Visual Design Overhaul - Introduced the new Flexoki color palette creating a warmer, more inviting visual experience - Enhanced overall user interface design with improved color harmony and accessibility - Better visual cohesion throughout the application with carefully selected color schemes - Improved readability and visual appeal across all interface elements ### Custom Asset Classification - Users can now update and customize asset classes for better investment organization - Enhanced flexibility in classifying custom stocks and investment types according to personal preferences - Improved portfolio organization capabilities with user-defined categorization systems - Better tracking and analysis of investments based on custom classification schemes ### Interest Activities Enhancement - Added fee input support for interest activities enabling comprehensive cost tracking - Better recording of all costs associated with interest-bearing investments and activities - Enhanced financial tracking accuracy with detailed fee and expense management - Improved overall activity recording with more granular financial data ### Composition Chart Enhancements - Toggle functionality between daily return and total return views for deeper portfolio insights - Enhanced analytical capabilities allowing users to switch perspectives on portfolio performance - Better visualization tools for understanding portfolio behavior over different time periods - Improved decision-making support with multiple view options for performance analysis ### Stock Symbol Information - Expanded stock quote data including Open, Close, High, Low, Adjusted Close, and Volume - More comprehensive stock information available directly within the application - Enhanced research capabilities with detailed market data at your fingertips - Better investment analysis support with complete price and volume information ### Portfolio History Management - Automatic historical data recalculation when portfolio updates are made - Enhanced accuracy and consistency in portfolio tracking across all time periods - Better data integrity maintenance with automatic recalculation processes - Improved reliability of historical performance analysis and reporting **Full Changelog**: [v1.0.22…v1.0.23](https://github.com/wealthfolio/wealthfolio/compare/v1.0.22...v1.0.23) --- # Wealthfolio 1.0.24 — Release Notes Source: https://wealthfolio.app/changelog/1_0_24/ Back 1.0.24 Jan 22, 2025 # Wealthfolio 1.0.24 — Release Notes ## What’s New ### Manual Price Entry for Unsupported Assets - Manual price entry capability for assets not supported by automated data feeds - New History tab on symbol pages for viewing price history and enabling manual price updates - Enhanced support for custom assets and securities without market data - Comprehensive price management for manual portfolio tracking ### Holdings List Enhancements - Cash amount display showing available balances by currency for better portfolio overview - Customizable column selection allowing users to show or hide specific data fields - Currency toggle functionality to switch between asset currency and base currency displays - Improved portfolio visualization with flexible viewing options ### User Interface Improvements - Enhanced responsiveness and performance across holdings management interfaces - Better data organization with customizable display options - Improved navigation and accessibility for portfolio management features - Streamlined user experience for complex portfolio operations ### Technical Enhancements - Improved manual data entry workflows with better validation and error handling - Enhanced currency handling and conversion display systems - Better customization capabilities for portfolio views and data presentation - Strengthened data integrity for manually entered price information **Full Changelog**: [v1.0.23…v1.0.24](https://github.com/wealthfolio/wealthfolio/compare/v1.0.23...v1.0.24) --- # Wealthfolio 1.1.0 — Release Notes Source: https://wealthfolio.app/changelog/1_1/ Back 1.1.0 May 15, 2025 # Wealthfolio 1.1.0 — Release Notes ## Highlights | Area | What’s New | | --- | --- | | **Onboarding** | Streamlined first-run flow for quicker setup. | | **Activity Management** | • **Import Wizard** for CSV • Spreadsheet-style editable grid • Expanded activity types & forms • **Duplicate** action for rapid entry | | **Dashboard** | • Period **Gain/Loss & Return** auto-update • Hover for contribution chart • Historical valuations now use daily FX rates | | **Accounts** | • Period Gain/Loss & Return • New metrics: **TWR, MWR, Volatility, Max Drawdown** | | **Holdings** | • Cleaner charts • “Value by Currency” & “Holdings by Account” views • Click a chart slice to filter the list • Account-level or portfolio-wide filters | | **Symbols** | Calculates lots and shows quote-history table | | **Performance** | Fixed TWR/MWR; now also shows Volatility & Max Drawdown | | **Contribution Limits** | Optional start/end dates for contribution room | | **Settings** | Manual market-data refresh and full re-fetch | * * * ## IMPORTANT This is a major version that includes significant refactoring and improvements to the calculations service and backend logic. Please back up your database (Settings -> Export) before updating. --- # Wealthfolio 1.1.1 — Release Notes Source: https://wealthfolio.app/changelog/1_1_1/ Back 1.1.1 May 19, 2025 # Wealthfolio 1.1.1 — Release Notes ## What’s Changed ### Market Data and API Improvements - Upgraded Yahoo Finance API to version 4.0 for enhanced data reliability and stability - Reduced market data fetching batch size to 3 to prevent rate limiting issues - Improved data retrieval consistency and error handling - Enhanced overall data fetching performance and reliability ### Window Management and User Experience - Added support for remembering window size and position between application sessions - Improved user experience with persistent window preferences and settings - Better window state management across different screen configurations - Enhanced application behavior when switching between multiple monitors ### Data Processing Enhancements - Improved decimal parsing with better handling of scientific notation formats - Enhanced numerical data accuracy throughout the application - Better data validation and processing for financial calculations - Improved handling of edge cases in numerical data parsing ### Code Quality and Performance - Comprehensive code improvements focused on performance and maintainability - Enhanced overall application stability and error handling - Improved memory management and resource utilization - Better error recovery and graceful degradation mechanisms ### Technical Improvements - Strengthened API integration with Yahoo Finance for better reliability - Enhanced data validation and processing throughout the application - Improved error handling for network and data processing operations - Better performance optimization and resource management **Full Changelog**: [v1.1.0…v1.1.1](https://github.com/wealthfolio/wealthfolio/compare/v1.1.0...v1.1.1) --- # Wealthfolio 1.1.2 — Release Notes Source: https://wealthfolio.app/changelog/1_1_2/ Back 1.1.2 May 20, 2025 # Wealthfolio 1.1.2 — Release Notes ## What’s Changed This update focuses on stability improvements, enhanced currency handling, and better user guidance for data imports. ### Stability and Crash Fixes - Fixed critical startup crash when database or its folder was missing - Improved application robustness during initialization - Enhanced error handling for missing or corrupted data files - Better startup reliability across different system configurations ### Currency Handling Improvements - Charts now include comprehensive currency information for accurate data representation - Enhanced multi-currency portfolio support with better currency indicators - Improved currency display consistency across all chart types and views - Better handling of currency conversions and exchange rate data ### Import Documentation and Guidance - Clarified requirements for amount fields during the import process - Added comprehensive documentation for new activity types: ADD\_HOLDING and REMOVE\_HOLDING - Provided direct links to detailed import documentation and guides - Enhanced user experience with clearer error messages and guidance ### Performance and Reliability - Optimized Yahoo Finance data batch size to prevent rate limiting issues - Reordered window plugin initialization for smoother application startup - Enhanced data fetching reliability and error recovery - Improved overall application performance and responsiveness ### Technical Enhancements - Better error handling for missing database scenarios - Improved startup sequence and initialization processes - Enhanced documentation system with better user guidance - Strengthened data validation and integrity checks **Full Changelog**: [v1.1.1…v1.1.2](https://github.com/wealthfolio/wealthfolio/compare/v1.1.1...v1.1.2) --- # Wealthfolio 1.1.3 — Release Notes Source: https://wealthfolio.app/changelog/1_1_3/ Back 1.1.3 May 24, 2025 # Wealthfolio 1.1.3 — Release Notes ## What’s Changed ### Currency and Display Improvements - Fixed currency breakdown charts to properly utilize base currency settings - Improved holdings chart displays with cleaner and more accurate value representation - Corrected total cash balance calculations and display by currency - Enhanced multi-currency portfolio support and visualization ### Goals and Progress Tracking - Fixed goal progress display to show correct decimal precision - Improved goal tracking accuracy and visual representation - Enhanced progress calculation reliability - Better goal achievement monitoring and reporting ### Database and Performance Optimizations - Implemented write actor pattern to prevent database lock issues - Enhanced database reliability under concurrent operations - Improved performance for multi-user scenarios - Better error handling for database operations ### Holdings and Portfolio Management - Fixed dividend income calculation errors affecting monthly summaries - Resolved holdings list limitations that prevented proper sorting after updates - Corrected date label issues in dividend income reports - Enhanced portfolio data accuracy and consistency ### Technical Enhancements - Strengthened database operation reliability and performance - Improved calculation accuracy for financial metrics - Enhanced data consistency validation across the application - Better error handling and recovery mechanisms **Full Changelog**: [v1.1.2…v1.1.3](https://github.com/wealthfolio/wealthfolio/compare/v1.1.2...v1.1.3) --- # Wealthfolio 1.1.4 — Release Notes Source: https://wealthfolio.app/changelog/1_1_4/ Back 1.1.4 Jun 16, 2025 # Wealthfolio 1.1.4 — Release Notes ## What’s Changed ### Date and Time Management - Fixed date picker input calendar functionality for improved date selection - Added new date range options: 6 months, year-to-date, and 5 years - Enhanced time period analysis capabilities with more flexible date ranges - Better date handling and validation throughout the application ### User Interface Enhancements - Account scrolling support in manual activity forms for easier navigation - Multi-line display for sector and country allocation in asset profile pages - Improved readability with better space utilization for allocation data - Privacy mode now properly hides total return calculations when amounts are hidden ### Account and Portfolio Management - Added proper currency handling for accounts without valuations - Fixed portfolio total calculations after activity deletions - Corrected portfolio totals when accounts are removed - Enhanced data consistency across account management operations ### Calculations and Data Accuracy - Implemented fallback to last known quotes when daily quotes are unavailable - Fixed percentage calculation accuracy throughout the application - Resolved issues with manual quote editing functionality - Improved data reliability and calculation precision ### Technical Improvements - Enhanced error handling for edge cases and exceptional scenarios - Better data consistency validation and maintenance - Improved calculation accuracy for financial metrics - Strengthened data integrity checks across the application **Full Changelog**: [v1.1.3…v1.1.4](https://github.com/wealthfolio/wealthfolio/compare/v1.1.3...v1.1.4) --- # Wealthfolio 1.1.5 — Release Notes Source: https://wealthfolio.app/changelog/1_1_5/ Back 1.1.5 Jun 28, 2025 # Wealthfolio 1.1.5 — Release Notes ## What’s Changed ### Import and Transaction Management - Bulk transaction imports across multiple accounts for streamlined data entry - Enhanced CSV import process with improved validation and error handling - Clearer activity form requirements with better field guidance - Simplified workflow for managing transactions across different account types ### Currency and Formatting - Specialized handling for British Pence (GBp) currency with proper formatting - Improved currency display consistency throughout the application - Better international currency support and formatting standards ### Symbol and Data Handling - Fixed symbol routing issues for symbols containing forward slashes - Improved quote creation process for manually entered symbols - Enhanced symbol parsing and validation mechanisms - Better handling of complex symbol names and identifiers ### User Interface Improvements - Fixed fullscreen toggle behavior for smoother window transitions - Enhanced window management with more reliable state transitions - Improved overall user experience with better visual feedback ### Technical Enhancements - Strengthened CSV import validation with comprehensive error reporting - Enhanced form validation for activity creation and editing - Improved symbol management and quote handling systems - Better data integrity checks and validation processes **Full Changelog**: [v1.1.4…v1.1.5](https://github.com/wealthfolio/wealthfolio/compare/v1.1.4...v1.1.5) --- # Wealthfolio 1.1.6 — Release Notes Source: https://wealthfolio.app/changelog/1_1_6/ Back 1.1.6 Jul 24, 2025 # Wealthfolio 1.1.6 — Release Notes ## What’s Changed ### Market Data Providers - Support for alternative market data providers beyond Yahoo Finance - Enhanced flexibility for market data sources and improved data reliability ### Account Management - Manual cash balance updates for individual accounts - Streamlined account management with direct cash balance adjustments - Improved account overview and balance tracking ### Bug Fixes and Improvements - Fixed typos in goals page for improved user interface clarity - Preserved original activity timestamps when updating instead of resetting to 4 PM - Resolved manual activity overflow display issues with long activity entries - Fixed app version display in the about menu - Implemented secure API key management using platform-specific storage: - macOS: Keychain integration - Windows: Credential Manager support - Linux: DBus-based Secret Service and kernel keyutils ### Technical Enhancements - Enhanced security architecture with proper API key management - Improved activity timestamp handling and preservation - Better user interface stability and error handling - Strengthened data security and storage mechanisms **Full Changelog**: [v1.1.5…v1.1.6](https://github.com/wealthfolio/wealthfolio/compare/v1.1.5...v1.1.6) --- # Wealthfolio 1.2.0 — Release Notes Source: https://wealthfolio.app/changelog/1_2_0/ Back 1.2.0 Aug 22, 2025 # 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](https://www.npmjs.com/package/@wealthfolio/addon-sdk) - SDK for developing Wealthfolio add-ons - [@wealthfolio/ui](https://www.npmjs.com/package/@wealthfolio/ui) - Shared UI component library built on shadcn/ui and Tailwind CSS - [@wealthfolio/addon-dev-tools](https://www.npmjs.com/package/@wealthfolio/addon-dev-tools) - Development tools with hot reload server and CLI - [Developer Documentation](https://wealthfolio.app/docs/addons/) 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 --- # Wealthfolio 2.0.0 — Release Notes Source: https://wealthfolio.app/changelog/2_0_0/ Back 2.0.0 Nov 21, 2025 # Wealthfolio 2.0.0 — Release Notes Big milestone. v2 ships a full-stack revamp, new platform targets, and a workflow upgrade across the board. ## Major Features #### Mobile App (iOS/Android) + Desktop Appp Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations. #### Self-Hosted Docker Imagee First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup. #### Spreadsheet-Style Activity Editorr A fast grid-based editor for activity management. Supports bulk edits and deletes. #### Command+K App Launcherr A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus. #### Improved Onboardingg Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users. #### Switch Accounts From Account Sectionn Quick account switching directly inside the account pages. No more backing out to the dashboard. #### System Theme Supportt Automatic light/dark theme selection based on OS settings, with manual override. #### CSV Quote Importt Import prices and historical quotes directly from CSV files. Useful for custom or unsupported tickers. ## UI/UX Enhancements - Full UI and styling refresh across the application - Better spacing, sizing, typography, and component consistency - Updated layout patterns to align with modern app UX ## Platform + Codebase Upgrades - Updated to latest versions of all major frameworks and libraries - Internal refactors to improve maintainability and consistency - Many code cleanups, improvements, and reliability fixes ## Technical Fixes & Improvements - Encode Yahoo API queries to handle special characters ([#391](https://github.com/wealthfolio/wealthfolio/pull/391)) - Use nonnegative() for quantity validation across asset types ([#404](https://github.com/wealthfolio/wealthfolio/pull/404)) - Quotes import functionality added ([#378](https://github.com/wealthfolio/wealthfolio/pull/378)) - Docker docs and config improvements ([#422](https://github.com/wealthfolio/wealthfolio/pull/422)) - Web server enhancements ([#419](https://github.com/wealthfolio/wealthfolio/pull/419), [#421](https://github.com/wealthfolio/wealthfolio/pull/421)) - Sonner notification system customization ([#420](https://github.com/wealthfolio/wealthfolio/pull/420)) - Minor bug fixes ([#426](https://github.com/wealthfolio/wealthfolio/pull/426)) --- # Wealthfolio 2.1.0 — Release Notes Source: https://wealthfolio.app/changelog/2_1_0/ Back 2.1.0 Dec 01, 2025 # Wealthfolio 2.1.0 — Release Notes v2.1 brings flexible navigation options, a top holdings widget for the dashboard, and updates to the addon development workflow. This release also improves currency handling for stocks priced in minor units and addresses several bugs regarding imports and mobile scrolling. ### Major Features #### Navigation Layouts You can now choose between a Sidebar or a Floating Bottom Navigation Bar. A new **“Focus Mode”** allows you to hide the navigation bar entirely. Use Command+K or the Search Icon to trigger the switch. #### Dashboard Updatess Added a **Top Holdings widget** and improved navigation within the holdings table. Fixed the page flicker when we toggle show or hide monetary amounts. #### Ticker Searchh Support added for custom symbols with manual data sources. The ticker search now handles truncation and empty results more effectively. #### Exchange Rate Managementt Users can now delete and edit exchange rates directly. We also added normalization between minor and major currencies (e.g., GBp to GBP) to correctly handle stocks listed in minor units (pence). #### Mobile Adjustmentss Fixed scrolling issues on swipeable pages and adapted the App Launcher layout for mobile screens. #### Quick Actions - Quick actions for Buy and Sell are now available directly within the Asset and Holding views. - Add transaction button is now available in the account page ### UI/UX Enhancements - **Splash Screen:** Added a splash screen to replace the blank page during application startup. - **Fix Scroll:** Fixes a bug where the scroll position was maintained between different pages by resetting the scroll when navigating. - **App Launcher:** Added “Recents” to the command palette for quicker access to previous items. - **Account Summary:** The summary now displays the total value in the account’s specific currency. - **Empty States:** Added a direct “Add Holding” button when the holdings table is empty. ### Platform + Codebase Upgrades - **Addon Workflow:** Updated documentation for addon development (Tauri and browser-only) and APIs. - **Build System:** Switched from `npm` to `pnpm` for addons development scripts. - **Testing:** Refactored E2E tests to better cover multi-currency onboarding (CAD, USD, EUR, GBP). ### Technical Fixes & Improvements - **Bulk Import:** Fixed an issue where bulk imports would default to USD instead of the asset’s native currency. - **Securities Filters:** Fixed a bug where deleting a security would reset active list filters. - **Addon Display:** Fixed a bug where refreshing an addon URL would show the source code instead of the UI. - **Database Restore:** Fixed a visual glitch where the success message appeared multiple times. - **Search API:** Added documentation for `activities.search` filters and pagination.code instead of the UI. - **Database Restore:** Fixed a visual glitch where the success message appeared multiple times. - **Search API:** Added documentation for `activities.search` filters and pagination. --- # Wealthfolio 3.0.0 — Release Notes Source: https://wealthfolio.app/changelog/3_0_0/ Back 3.0.0 Feb 24, 2026 # Wealthfolio 3.0.0 — Release Notes Wealthfolio 3.0 is a major update that transforms the app from a pure investment tracker into a complete personal wealth manager with a built-in AI assistant. * * * #### **Net Worth Tracking** Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your full financial picture. A dedicated Net Worth page shows your total wealth over time with an interactive chart, a balance sheet breakdown by category, and alerts when any asset’s valuation is getting stale. #### **AI Assistant** Ask questions about your portfolio in plain English. The built-in AI assistant can look up your holdings, performance, income, goals, and allocation — and answer follow-up questions in context. You can also tell it to record transactions (“Buy 20 AAPL at 240 yesterday”) or paste CSV data directly into the chat to import. Bring your own API key from OpenAI, Anthropic, Google AI, Groq, OpenRouter, or run models locally with Ollama. **You stay in control.** Your data never leaves your device unless you explicitly choose a cloud-based AI provider — and even then, only the data you allow. You decide which tools the assistant can access (accounts, holdings, activities, performance, etc.), so it only sees what you want it to see. No data is stored on any external server; the AI has no memory between sessions beyond your conversation threads. #### **Wealthfolio Connect Integration** Wealthfolio 3.0 integrates with Wealthfolio Connect, a separate service for syncing brokerage data and keeping your devices in sync. You can connect supported brokers through Connect and sync data across your setup with less manual importing. Learn more at [https://wealthfolio.app/connect/](https://wealthfolio.app/connect/). #### **Smarter Portfolio Breakdowns** Portfolio allocation is now powered by a rich classification system. Assets are automatically tagged by asset class, industry sector (GICS), geographic region, instrument type, and risk category — with full drill-down support. Interactive donut charts let you click into any segment to explore what’s inside. If you had sector or country data in v2, a one-click migration brings it forward. #### **Redesigned CSV Import** Importing transactions is now a guided step-by-step wizard. The app auto-detects column mappings, lets you remap activity types and ticker symbols, and shows a side-by-side preview of your CSV alongside the mapping. Save your mapping profiles per account so repeat imports are instant. A separate import flow is available for holding snapshots. #### **New Activity Forms** Manual entry is now faster and easier with redesigned activity forms. Create buys, sells, dividends, fees, transfers, and other activity types with cleaner inputs, smarter defaults, and inline validation to catch errors before saving. The forms are optimized for quick keyboard-driven entry while still giving you full control over account, asset, price, quantity, and date details. #### **Spreadsheet Activity Editor** Edit your activities like a spreadsheet. Navigate with arrow keys and Tab, copy and paste cells or entire rows, search inline with Ctrl+F, and bulk-save all your changes at once. The toolbar shows a live summary of new, updated, and deleted rows before you commit. #### **Two Ways to Track Accounts** Not every account has a full transaction history. Wealthfolio now supports two tracking modes: - **Complete Transactions** — the classic approach where holdings are calculated from your buy/sell activity ledger. - **Holding Snapshots** — enter or import your current positions directly, ideal for accounts like employer 401(k)s, pensions, or external platforms where you only know your balances. The entire app — charts, imports, editing — adapts to whichever mode you choose. #### **Health Center** A new diagnostics page that automatically checks your data for issues: stale prices, missing exchange rates, unclassified holdings, data inconsistencies, and unconfigured accounts. Each issue is ranked by severity and shows how much of your portfolio it affects. Most problems can be fixed with a single click. #### **More Reliable Market Data** The market data engine has been rebuilt with support for multiple providers — Yahoo Finance, Finnhub, Alpha Vantage, MarketData.app, and Metal Price API. If one provider fails or is rate-limited, Wealthfolio automatically falls back to the next. You can configure provider priority, manage API keys, enable or disable providers in settings, and set a preferred provider for individual assets when the default choice isn’t giving you the best results. #### **Interactive Chart Markers** Account history charts now show clickable markers on dates where you recorded transactions or snapshots. Click a marker to see exactly what happened that day in a sidebar. #### **Asset Page** Each asset now has a full profile page showing your holdings across all accounts, tax lots, price history, and classification tags. For alternative assets like property or vehicles, you can maintain a manual valuation history and link related liabilities (e.g., a mortgage tied to a property). #### **Under the Hood** - Cleaner codebase architecture with a monorepo structure and modular Rust crates. - Many bug fixes, performance improvements, and stability enhancements throughout the app. --- # Wealthfolio 3.0.1 — Release Notes Source: https://wealthfolio.app/changelog/3_0_1/ Back 3.0.1 Mar 02, 2026 # Wealthfolio 3.0.1 — Release Notes v3.0.1 brings enhanced asset management with FX settings, timezone support, improved broker connections, and several bug fixes. ### Enhanced Asset Management - New FX settings tab for managing foreign exchange assets - Better symbol handling for complex stock symbols with unknown suffixes - Improved custom asset creation with keyboard support - Optimize portfolio updates by @geordie ### Activity Management - Optimize portfolio updates by @geordie - On the activities page, persist filter, sort and search state across navigation by @geordie - Duplicate activity detection now prevents accidental duplicates with clear error messages - Idempotency keys ensure imported activities don’t get duplicated - Add splits on price syncs for accurate portfolio performance history by @geordie - Fix reverse split ratio display by @geordie ### Timezone Support - New timezone settings page in General settings - Timezone sent with health checks for accurate date handling - Health warnings for invalid timezone configuration ### Bulk Holdings - Enhanced bulk holdings form with asset metadata suggestions ### Wealthfolio Connect: Device Syncing - Improved device connection interface with clearer pairing instructions - Unpaired devices now see helpful prompts to complete setup ### Wealthfolio Connect: Improved Broker Connections - Support for different tracking modes (holdings-only vs full sync) - Better error messages when sync fails (now shows which broker had issues) - Token lifecycle management — tokens automatically refresh before expiring ### Bug Fixes - **Cross-currency trades:** Fixed cash balance issues when trading foreign currencies with a known exchange rate - **CSV imports:** Fixed withdrawals being incorrectly recorded (negative amounts were double-negated) - **Activity forms:** Currency now auto-selects properly when choosing an account - **Symbol search:** Better handling of complex stock symbols and quote currency detection - **Account switch:** Added confirmation dialog when switching between account modes ### Developer - New addon migration guide (v2 to v3) ([https://github.com/wealthfolio/wealthfolio/blob/main/docs/addons/addon-migration-guide-v2-to-v3.md](https://github.com/wealthfolio/wealthfolio/blob/main/docs/addons/addon-migration-guide-v2-to-v3.md)) - feat(sdk): Add toast API and Yahoo dividends endpoint for addons by @kwaich --- # Wealthfolio 3.0.2 — Release Notes Source: https://wealthfolio.app/changelog/3_0_2/ Back 3.0.2 Mar 02, 2026 # Wealthfolio 3.0.2 — Release Notes v3.0.2 fixes device sync after pairing and improves date/time handling robustness. ### Bug Fixes - **Device sync:** Fix device sync after pairing — improvements to sync logic and date/time handling robustness --- # Wealthfolio 3.0.3 — Release Notes Source: https://wealthfolio.app/changelog/3_0_3/ Back 3.0.3 Mar 03, 2026 # Wealthfolio 3.0.3 — Release Notes v3.0.3 brings several bug fixes improving quote synchronization reliability, asset validation, timezone handling, activity search, and mobile usability. ### Bug Fixes - **Quote sync:** Disabled the split syncing step in quote synchronization due to unreliable data from Yahoo - **Asset validation:** Skip validation for existing assets in ensure\_assets by @kwaich in #658 - **Timezone:** Fix warning thrown if time zone differs from browser despite them being the same (#655) - **Activity search:** Fix search in Activities page not recognizing ticker symbols (#629) - **Activity Sheet:** Add close button on mobile --- # Wealthfolio 3.0.4 — Release Notes Source: https://wealthfolio.app/changelog/3_0_4/ Back 3.0.4 Mar 05, 2026 # Wealthfolio 3.0.4 — Release Notes v3.0.4 brings portfolio filters, persistent table sorting, better crypto precision, stronger security, and important updates for self-hosters. ### What’s New - **Securities portfolio filter** — The securities list now defaults to showing only your currently held assets. Switch between “Current” and “Past” holdings to find what you need faster. - **Persistent table sorting** — Your sorting preferences on data tables are now remembered across sessions. (#671) - **Better crypto precision** — Increased decimal precision from 6 to 8 digits, so fractional crypto holdings (e.g. 0.00012345 BTC) are tracked accurately. - **Search activities by notes** — You can now search your activities using text from the notes field. (#662) - **AI provider feedback** — Adding or removing AI API keys now shows clear success/error notifications. - **Smarter update checks** — Update checks are cached to avoid redundant network calls, with a manual “force refresh” option. (#663) ### Security Improvements - **Stronger session security** — Login sessions now use secure, HttpOnly cookies instead of browser-stored tokens, protecting against common web attacks like XSS. - **Login rate limiting** — Login attempts are limited to 5 per minute per IP address to prevent brute-force attacks. - **Stricter CORS policy** — Wildcard origins (`*`) are no longer allowed when authentication is enabled. You must specify your exact allowed origin. - **Improved secret key handling** — Encryption keys are now derived using industry-standard HKDF-SHA256. Existing secrets are migrated automatically on startup — no action needed. ### Bug Fixes - **AI assistant** — Fixed Ollama model selection so the chosen model always matches what’s available. Also fixed `/v1` URL handling that caused 405 errors. (#665) - **Keyboard shortcuts** — The search shortcut in the sidebar now shows the correct key for your platform (Cmd+K on Mac, Ctrl+K on Windows/Linux). (#670) - **Performance chart** — Improved chart width and disabled animation on mobile for smoother rendering. - **Sheet layout** — Fixed padding on sheet overlays for better visual spacing. - **Timezone settings** — Simplified timezone detection by removing the confusing auto-detected field. - **Device sync pairing** — Improved snapshot handling and UI updates during the device pairing flow. - **Cloud sync sessions** — Sessions are now automatically restored on page reload, so you don’t need to re-authenticate as often. ### For Self-Hosters (Docker / Web Mode) #### Breaking Changes 1. **CORS wildcard no longer allowed with auth** — If `WF_AUTH_PASSWORD_HASH` is set, you must set `WF_CORS_ALLOW_ORIGINS` to an explicit origin (e.g. `https://wealthfolio.example.com`). 2. **Auth required on non-loopback addresses** — Binding to `0.0.0.0` now requires either `WF_AUTH_PASSWORD_HASH` to be set, or `WF_AUTH_REQUIRED=false` to explicitly opt out (e.g. when a reverse proxy handles auth). 3. **OpenAPI schema moved** — Now served at `/api/v1/openapi.json` (requires authentication when auth is enabled). #### New Environment Variable | Variable | Default | Description | | --- | --- | --- | | `WF_AUTH_REQUIRED` | `true` | Set to `false` to run without authentication on non-loopback addresses (e.g. behind a reverse proxy) | #### What to Do - **Docker Compose users**: Set `WF_CORS_ALLOW_ORIGINS` to your actual domain in your `.env.docker` or `compose.yml`. If you run without auth behind a reverse proxy, add `WF_AUTH_REQUIRED=false`. Review the updated `compose.yml` and `README.md`. - **Reverse proxy users**: Ensure your proxy preserves `Cookie` and `Set-Cookie` headers for `/api` paths. The session cookie uses `SameSite=Strict` and `Path=/api`. - **SSE / frontend clients**: EventSource connections now authenticate via cookie (`withCredentials: true`). Query-param token passing has been removed. --- # Wealthfolio 3.0.5 — Release Notes Source: https://wealthfolio.app/changelog/3_0_5/ Back 3.0.5 Mar 06, 2026 # Wealthfolio 3.0.5 — Release Notes v3.0.5 preserves cost basis on internal securities transfers, cleans up stale snapshots, and delivers a more polished mobile experience across the app. ### Highlights - **Cost basis preservation on transfers** — Internal transfers between accounts now carry over tax lots, so your original cost basis is preserved instead of being reset. - **Stale snapshot cleanup** — Deleting the last activity for an account now correctly removes orphaned snapshots. - **Improved mobile experience** — Numerous UI refinements across sheets, search inputs, ticker selection, quote history, and asset lots for a more polished mobile app. ### Bug Fixes - **Cost basis / transfers** — Internal securities transfers now carry over lot-level cost basis, preserving your original purchase price across accounts. - **Snapshots** — Stale snapshots are now cleaned up when the last activity in an account is deleted. - **Activity form** — Fixed error handling in form submission and corrected asset ID logic. - **Custom asset dialog** — Fixed manual asset creation from the activity data grid. - **Alternative assets** — Name and notes are now included when updating alternative asset metadata. (#675) - **Wealthfolio Connect** — Disabled auto-refresh token and streamlined session restoration logic from the backend. - **Wealthfolio Connect** — Added default environment variables for the Connect provider. ### Features - **Interest activities** — Symbol is now optional on interest activities, allowing you to track interest earned on specific securities. ### Mobile / UI - **Ticker search** — Redesigned selected state and made the activity sheet full-width on mobile. - **Search input** — Unified search input style across the holdings and securities pages. - **Sheet component** — Improved safe area handling, padding, and close button positioning. - **Quote history** — Enhanced mobile layout with pagination and inline editing. - **Asset lots** — Added a mobile-responsive card layout for the lots list. --- # Wealthfolio 3.1.0 — Release Notes Source: https://wealthfolio.app/changelog/3_1_0/ Back 3.1.0 Mar 14, 2026 # Wealthfolio 3.1.0 — Release Notes Wealthfolio 3.1.0 expands the app beyond stocks, ETFs, crypto, and funds — you can now track options contracts, bonds (including US Treasuries), precious metals, futures, and money market instruments. This release also introduces device sync via Wealthfolio Connect and a wave of AI assistant, charting, and UI improvements. * * * #### **New Asset Types: Options, Bonds & Precious Metals** - **Options** — Track option positions with proper contract multiplier handling, OCC symbol resolution, and automatic expiry detection. Options are visually tagged in your securities list. - **Bonds** — Full bond support with dedicated market data providers (US Treasury Direct, Börse Frankfurt, OpenFIGI). Bond metadata is displayed on asset detail cards. CUSIP-to-ISIN auto-conversion is built in. - **Precious Metals** — Add and track physical metal holdings. - All new asset types work with CSV import — just include the instrument type column. #### **AI Assistant Improvements** - **Bulk record activities** — The AI assistant can now add multiple transactions at once. - **Edit messages** — You can now edit previous messages in the AI chat thread. #### **Device Sync (Wealthfolio Connect)** Sync your portfolio data across devices with the new pairing flow. Scan a QR code to link devices and keep your data in sync. #### **New Features** - **Create Security dialog** — Manually add custom securities directly from the app. - **1-Day chart interval** — New “1D” option in time period selectors for intraday views. - **Split price actions** — “Update Price” (latest only) and “Refresh History” (full history) are now separate actions, giving you more control. - **Auto-classify assets** — Instrument type and asset class are automatically set when you create or import an asset. - **Download progress** — App updates now show a progress bar. - **PWA support** — Add Wealthfolio to your home screen on iOS and Android with proper app icons. - **Bond & option detail cards** — Asset detail pages now show relevant metadata for bonds and options. #### **Fixes & Improvements** - Performance chart now respects your selected date range correctly. - Manual quotes are properly carried forward during incremental portfolio valuation. - **Dark mode** — Login screen, OTP input, and popover styling all render correctly in dark mode. - **iPad** — Links and touch interactions now work properly. - Window state is remembered between app launches. - **Chart styling** — Smoother gradient transitions with red/green zero-crossing coloring. - **Date handling** — Fixed off-by-one day errors when parsing date-only strings. - **Health Center** — Better detection of missing exchange rates (checks holdings too), and sync errors are now surfaced clearly. - **Responsive tables** — Account holdings table adapts to smaller screens. - Expired options are automatically skipped during price sync. - **Addon loading** — Fixed manifest parsing for addon plugins. - **Deep link auth** — Fixed on Windows and Linux via single-instance plugin. - **Session handling** — Sliding refresh prevents session expiry during active use. - **Crash fix** — Invalid currency codes no longer crash the number formatter. - **Toast notifications** — Fixed close button overlap and description color. - **Broker cards** — Renamed “Synced X ago” to “Data as of” for clarity. - Various performance and stability improvements under the hood. --- # Wealthfolio 3.2.0 — Release Notes Source: https://wealthfolio.app/changelog/3_2_0/ Back 3.2.0 Apr 02, 2026 # Wealthfolio 3.2.0 — Release Notes Wealthfolio 3.2.0 lets you fetch price data from any website with custom scraper-based providers and ships a substantially rebuilt CSV import wizard with ISIN support, encoding detection, and many new mapping features. This release also adds income filtering by account, AI file attachments, and a long list of market data, valuation, and UI fixes. * * * #### **Custom Market Data Providers (Scrapers)** Fetch price data from any website or JSON API. Define custom scraper-based providers with CSS selectors or JSON paths to pull quotes from sources not covered by built-in providers. Assign custom providers to individual assets or use them as exchange rate sources. Full CRUD management UI in Market Data settings. Includes SSRF protection, redirect blocking, and provider priority ordering. [Learn more →](https://wealthfolio.app/docs/guide/custom-providers/) #### **Revamped CSV Import** The CSV import wizard has been substantially rebuilt: - **ISIN support** — resolve assets by ISIN, not just ticker symbols - **Non-UTF-8 encoding detection** — automatically transcodes files in other encodings - **Fallback columns** — map multiple CSV columns to a single field with priority - **Sign inference** — automatically detect buy/sell from signed amounts - **Skip rows** — mark individual rows to skip before importing - **Per-row force import** — bypass duplicate detection for specific rows - **Subtype display** — see activity subtypes (DRIP, etc.) during review - **Grouped template selector** — templates organized by broker - **Smart defaults** — auto-switch template when changing accounts - **Concurrent symbol resolution** — significantly faster asset lookups - **Currency-aware resolution** — correctly resolves exchange suffixes for non-USD assets - **Event-driven validation** — real-time feedback as you map columns - **Mark Custom assets** — mark individual or all unresolved symbols as custom assets during import - **Asset review step for holdings import** — review and resolve unrecognized assets before importing holdings CSV data #### **Income Page Improvements** - **Account filter** — filter income history by account, with mobile-friendly drawer - **“By Account” stacked chart** — new chart view showing income broken down by account - Improved stacked bar chart rendering and Y-axis scaling #### **AI Assistant Enhancements** - **File attachments** — attach CSV, images, and PDF files to your AI conversations - **History windowing** — prevents context overflow in long conversations - Vision capability gating for image analysis * * * #### **Market Data Improvements** - **Boerse Frankfurt provider rewrite** — rebuilt using TradingView UDF API for more reliable German market data - **Metal Price API historical quotes** — precious metals now have full price history, not just spot prices - **Aquis Exchange (XAQE)** added to the exchange registry - **MarketData.app real-time supplement** — current-day candles now include the latest real-time price - **BF fallback for ISIN-only equities** — assets with only an ISIN and no exchange MIC can now resolve via Boerse Frankfurt - **Periodic market data sync scheduler** — quotes refresh automatically on a schedule - **Relaxed Yahoo rate limits** — burst of 10 requests, up to 2,000/min for faster syncs - Renamed “Refetch quotes” to “Refetch price history” in asset tables for clarity * * * #### **Bug Fixes** - **Expired options handling** — expired options now show zero valuation with a UI badge; added a confirm action for expiry - **OCC options** — fixed duplicate asset creation when selling OCC options; corrected fallback key format and match priority - **Valuation accuracy** — fixed days being skipped when an asset has partial quote coverage; restored full-gap skip while allowing partial gaps - **Dashboard** — correct performance display for accounts with negative start value; exclude null-return accounts from group weighted-average; fixed nested account rows always showing a secondary metric line - **Contribution limits** — internal transfers from outside a limit’s scope now correctly count as contributions; page is now responsive on mobile - **DRIP dividends** — added price and quantity fields to dividend form for DRIP subtype - **Broker-synced accounts** — fixed chart marker clicks and holdings editing - **Net worth** — fall back to display code when asset name is empty - **Fallback quotes** — fixed income amounts being incorrectly used as asset prices - **Precious metals** — restored proper domain split between market metals and physical precious metals - **Future activities** — allow future manual activity dates on web - **Duplicate menu item** — removed duplicate “Check for update” menu entry - **Activity notes** — fixed missing serde alias for notes field on activity updates - **CSV import price reconciliation** — correctly reconcile unit price when CSV amount disagrees with qty × price - **Migration cleanup** — added safeguards to prevent incorrect deletion of broker quotes during income quote cleanup - **Custom scraper errors** — custom scraper failures no longer mask real provider errors - **Activity grid amounts** — correctly compute amount as qty × price for DRIP and asset-backed activity subtypes; rounded auto-computed amounts - **DataGrid column visibility** — column visibility toggle now applies without requiring a page reload - **Import asset resolutions** — new-asset resolutions now carry forward correctly; fixed stale mapping overwrites - **Duplicate badge styling** — duplicates now show a warning badge instead of error; removed placeholder TICKER text - **Mobile charts** — fixed chart scrubbing interactions and interval selector sizing on mobile * * * #### **Infrastructure & Performance** - Node.js upgraded from 20 to 24 LTS - Concurrent symbol resolution during import (up to 10 parallel lookups) - Deduplicated provider quote-currency lookups during validation and sync - Improved Docker deployment auth setup documentation - Addon archive path traversal security fix - DataGrid re-rendering fix when columns change dynamically --- # Wealthfolio 3.3.0 — Release Notes Source: https://wealthfolio.app/changelog/3_3_0/ Back 3.3.0 Apr 30, 2026 # Wealthfolio 3.3.0 — Release Notes Wealthfolio 3.3.0 is a big release for planning. Goals get an editorial redesign with cover cards, a save-up projection engine, and a brand-new Retirement Planner backed by a Monte Carlo Risk Lab. The AI assistant gains live access to the Health Center, an inline CSV import review grid, and persistent attachments. Symbol mapping now validates in real time per provider, custom providers can finally point at self-hosted URLs, and dozens of fixes land across activities, holdings, mobile, and device sync. * * * #### **Goals & Retirement Planning** Goals get an end-to-end redesign and a brand new retirement experience: - **Editorial dashboard** — cover cards, redesigned widget, and grouped plan sections - **Save-up projection engine** — backend-driven save-up overview with milestones, projection chart, and tax-aware funding - **Retirement Planner** — a new goals-first retirement experience with traditional vs FIRE goal types, default ages, and a not-financial-advice disclaimer - **Risk Lab** — Monte Carlo simulation (5k runs by default), stress tests, sensitivity heatmaps, and a layout-aware loading skeleton so plan inputs render before the heavy projection finishes - **Plan documentation** — collapsible plan tab sections summarising assumptions and inputs - **Backend overhaul** — new retirement simulation engine, tax bucket columns, consolidated goal migrations, and a dedicated `RetirementPlan` DTO #### **AI Assistant Improvements** - **Inline CSV import** — the assistant now infers column mappings, parse config, and symbol translations, and the app drives the parse → validate → import pipeline inline in chat using the same review grid as the manual wizard, with bulk skip / unskip / force-import actions - **Health Center tool (`get_health_status`)** — the assistant can read your portfolio’s health issues, explain what each one means, and guide you to the fix - **Cash balances tool (`get_cash_balances`)** — per-account, per-currency cash positions - **Attachments persisted across the session** — CSV, image, and PDF attachments stay available for the active session in memory, with bounded session caches and redaction of persisted CSV content - **Polished UI** — attachment chips, continuation loader, activity confirmation, compact tool-card display mode, and a redesigned tool fallback as a collapsible one-liner - **Better activity workflows** — improved record-activity prompting (account / date), expanded tool access groups, and graceful per-account handling of CSV validation failures #### **Symbol Mapping Validation** The Market Data tab now validates each symbol in real time against the selected provider — Yahoo Finance, Börse Frankfurt, and any custom provider — with a debounced spinner → green check or red error icon. `preferred_provider` is threaded through the full stack so the validation hits the exact provider configured per row, and a non-blocking toast warns if you save with invalid mappings. #### **Custom Market Data Providers** - **Redesigned editor with click-to-map** — the provider settings editor now shows a **live preview pane** of the fetched response next to your mapping fields; click any value (price, date, OHLCV, etc.) in the preview to instantly bind it to the matching field instead of typing CSS selectors or JSON paths by hand - **Self-hosted / private-network URLs** — the SSRF-style URL gate has been dropped; you can now point custom providers at `localhost`, LAN IPs, or any internal endpoint - **OHLCV mapping** — open / high / low / volume paths supported across models, storage, templates, preview, and runtime - **ISO 8601 + Excel date detection** — automatic detection of ISO datetimes and Excel day serials in scraped responses - **Preview / runtime parity** — shared browser-like headers, redirect handling, and template expansion (`{FROM}` / `{TO}` / `{currency}`) so providers that test green also work at sync time #### **Health Center** - **Negative balance details** — per-account first-negative date, cash balance, investment value, and a likely cause (missing transfer, missing buy, etc.); CASH accounts that go negative now show INFO instead of ERROR - **FX integrity affected pairs** — the detail drawer now lists each affected currency pair (e.g. EUR → USD) instead of just a count - **Timezone-aware staleness** — price staleness now uses the asset’s exchange MIC for timezone calculations #### **Activities & Transfers** - **Link existing transfer activities** — select two existing external transfers (one IN + one OUT) in the activity datagrid and click Link to retroactively pair them, with a confirmation dialog that warns on currency mismatch, amount drift > 1%, or date drift > 7 days - **Transfer unlink flow** — unlink linked transfer pairs from the activity grid with confirmation - **Transfer In cost basis edit** — editing an external Transfer In with securities now pre-populates the cost basis field instead of failing validation - **Securities transfers display** — activity grid amounts for transfers now show qty × price instead of stale stored amounts - **DRIP amount inference** — DRIP rows without an amount now compute it from price × quantity #### **Holdings & Dashboard** - **Hide expired options toggle** — global Holdings filter (and mobile filter sheet) to hide expired option holdings; expired options are also filtered out at the holdings service layer and from the assets settings view - **Top holdings widget** — now shows the top 7 holdings (up from 5), with a persisted Symbol vs Name display choice and truncation for long names - **Account snapshot history** — new history tab for account snapshots - **ISIN on asset profile** — ISIN is now shown in the About tab and editable in the General tab of the edit sheet, persisted under `metadata.identifiers.isin` without clobbering other metadata - **Dashboard performance %** — dashboard percentage now matches the account page * * * #### **Bug Fixes** - **Symbol quote currency** — fixed crypto/FX resolution for assets like BTC quoted in EUR; the resolver now respects explicit quote-currency context and recognises `CRYPTOCURRENCY` instrument labels (#814) - **Sell edit holdings** — fixed incorrect holdings warning when editing a sell (#861) - **Avg cost overwriting today’s price** — manual holdings no longer have today’s quote overwritten by avg cost (#846) - **Holding weights for expired options** — corrected weight calculation when expired options are present - **FX rate direction hint** — clarified FX rate direction in the activity form - **History chart Y-axis** — material portfolio moves keep zero-context while low-volatility ranges stay readable - **Manual activity duplicate saves** — fixed - **Mobile activity update validation** — tightened - **Mobile activity asset link guard** — fixed `hasAsset` guard on the mobile activity table - **Mobile chart drag** — chart scrubbing on asset profile, performance, and income history charts no longer triggers page swipes - **Mobile device sync pairing** — pairing dialog width fixed on mobile - **Activity asset identity edge cases** — fixed - **CSV import asset review timeout** — `preview_import_assets` and `check_activities_import` now allow up to 10 minutes for large Options imports instead of hitting the global 2-minute / 5-minute timeout - **Asset (de)activation on close/reopen** — assets are now deactivated when positions close and reactivated when they reopen, with errors propagated correctly - **Metal symbols with weight suffix** — Metal Price API now supports weight-suffixed metal symbols using the exact troy ounce constant - **AI health tool friendliness** — `get_health_status` payload simplified for LLM consumption - **Sync replay** — legacy goal and allocation payloads are migrated on sync replay; sync table rebase fixed - **FX valuation parsing** — hardened - **Connect excluded sync copy** — clarified copy for excluded Connect accounts - **Docker Compose** — fixed auth hash escaping in compose env (#865) - **AI CSV review** — hardened review grid against stale state, account validation failures, and stale import summaries; live import session caches are bounded so old tool calls cannot grow memory unbounded * * * #### **Infrastructure & Performance** - `rust-toolchain.toml` added to lock the Rust version across contributors and CI - Claude Code hooks added to run CI checks before commit / push - Decoupled retirement dashboard loading states for faster perceived responsiveness - Lighter risk-lab outcome calculations and delayed sensitivity maps - Foreground sync paused on desktop while the window is unfocused - Improved device sync liveness and pairing safety across desktop and web - Bumped to version 3.3.0 --- # Wealthfolio 3.4.0 — Release Notes Source: https://wealthfolio.app/changelog/3_4_0/ Back 3.4.0 May 15, 2026 # Wealthfolio 3.4.0 — Release Notes 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”. --- # Wealthfolio 3.5.0 — Release Notes Source: https://wealthfolio.app/changelog/3_5_0/ Back 3.5.0 Jun 07, 2026 # Wealthfolio 3.5.0 — Release Notes Wealthfolio 3.5.0 is one of our biggest updates yet. Two brand-new modules join the app — one to understand where your money goes, and one to keep your portfolio on target — along with a refreshed dashboard and a rebuilt performance engine. * * * #### **Track Your Spending & Budgets** A complete new way to see your cash flow, right alongside your investments. - **Categorize automatically.** Set up rules once and let Wealthfolio sort new transactions for you — or let AI suggest categories for anything left over. - **Build budgets that fit you.** Organize spending into groups, set monthly targets, carry over rollovers, and copy last month’s plan in a click. - **Mark life events.** Add events like a vacation or a home renovation to a timeline and see exactly what they cost. - **Get real insights.** A narrative, easy-to-read insights page shows where your money went, with click-through detail and full multi-currency support. - **Credit cards included.** Track credit-card spending, payments, and transfers in one place. [Learn more about Spending & Budgets →](https://wealthfolio.app/features/spending-budgets/) #### **Set Allocation Targets & Rebalance** Define your ideal portfolio and get a clear plan to reach it. - **Choose a model.** Start from built-in presets (Passive, Core-Satellite, Diversified) or build your own by region, sector, or asset type. - **See your drift.** Instantly view how far each holding has strayed from its target. - **Get a rebalance plan.** Wealthfolio suggests exactly what to buy or sell — using new cash, selling overweight positions, or a smart mix of both. Works with whole shares or fractional, your minimum trade size, and your tolerance band. - **Export and act.** Download your plan as CSV or copy it as text. [Learn more about Allocation Targets & Rebalance →](https://wealthfolio.app/features/allocation-targets-rebalance/) #### **More Accurate Performance Reporting** We rebuilt how Wealthfolio measures performance, so the numbers you see are more accurate and consistent everywhere in the app. - **True time-weighted returns.** We now calculate proper daily time-weighted return (TWR) instead of an approximation, so your performance reflects how your investments actually did — without being skewed by when you added or withdrew money. - **Your personal return, too.** A money-weighted return (IRR) shows how _you_ did, accounting for the timing and size of your own deposits and withdrawals. - **The right metric for every account.** Accounts tracked by holdings only, mixed portfolios, and individual symbols each get a return method suited to the data available — with clear notes when a metric can’t be shown. - **See what drove the change.** A full breakdown explains your period’s value change — contributions, income, realized and unrealized gains, currency effects, fees, and taxes — alongside volatility and drawdown. - **Report on any grouping.** Get these metrics for a single account, a custom portfolio, or a saved group, all calculated consistently by the same engine. [Learn more about the Performance Dashboard →](https://wealthfolio.app/features/performance-dashboard/) #### **A Refreshed Net Worth Dashboard** Your home screen got a thoughtful redesign — a richer net-worth breakdown, cleaner cards, tap-to-expand detail drawers, and a smoother mobile experience. [Learn more about Net Worth Tracking →](https://wealthfolio.app/features/net-worth-tracking/) #### **Also New** - **AI asset classification (preview)** — let AI help categorize what you hold. [Learn more about the AI Assistant →](https://wealthfolio.app/features/ai-assistant/) - **Buy & sell markers** now appear right on the stock history chart. - **Smarter broker sync**, with Trading212 improvements. #### **A Fresh Look** - New JetBrains Mono typeface and refined typography throughout. - Charts redesigned with dark-mode-safe colors. - Broad polish across the dashboard, spending, and mobile layouts. #### **Fixes & Improvements** We squashed a long list of bugs and rough edges, including liability balances showing incorrectly, options activity totals, transaction imports (now handling 12-hour AM/PM dates from Questrade), sync reliability, all-time performance figures, and many mobile-layout fixes. Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible. 💛 --- # Wealthfolio 3.5.3 — Release Notes Source: https://wealthfolio.app/changelog/3_5_3/ Back 3.5.3 Jun 25, 2026 # Wealthfolio 3.5.3 — Release Notes Wealthfolio 3.5.3 is a polish-and-accuracy release. It adds a per-account Activities tab, holdings export, and two allocation upgrades — then works through a long list of correctness fixes across net-worth history, performance, multi-currency dashboards, CSV imports, dashboard speed, and mobile. * * * #### **Account Activities, Right Where You Need Them** - **New Activities tab** on every account detail page, reusing the familiar activity table with inline edit and delete. - **Account-scoped exploration.** Jump straight to a pre-filtered `Explore activities` view for just that account. - **Cleaner account headers.** Desktop now shows `Group › Account` and the account name opens the switcher; mobile keeps it to just the name. The redundant Holdings heading is gone, and the contribution-limit prompt only appears when a limit is actually configured. #### **Export Your Holdings** A new holdings export joins the existing data exports — get a clean snapshot of your current positions from **Settings → Exports**, available on both desktop and self-hosted web. #### **Smarter Rebalancing & Cash Classification** - **Hybrid drift bands.** Absolute tolerance bands under-correct small sleeves and over-correct large ones — a 5% target sleeve under a ±5% band can double to 10% before triggering. Hybrid bands scale each sleeve’s tolerance to its target weight with an absolute floor (default 20% relative + 1% floor). Existing absolute targets keep their behavior — no silent migration. Drift now reads in plain `%` instead of percentage points. _Thanks to @Jonjon-prog._ - **Cash as fixed income.** A high-yield savings account, Cash ISA, Livret A, or CD is economically fixed income, but it was always charted as “Cash”. You can now set an **asset-class override** on a cash account so it counts where it belongs in your allocation. _Thanks to @Jonjon-prog._ #### **A Faster, Calmer Dashboard** Dashboard performance loading was reworked to use a lightweight profile for account and group rows (while preserving true TWR for transaction-mode summaries), run with bounded parallelism, and keep prior values on screen to cut flicker. When a metric can’t be shown, the reason now links straight to the Health Center. #### **More Accurate Net Worth & History** - **Hidden accounts now count.** Hiding an account only removes it from view — it’s no longer dropped from your Total and from portfolio history (#1140 cohort). - **Split-adjusted history fixed.** Historical market value before a stock split is now valued by applying split factors to price instead of mutating past quantities, so pre-split dates no longer understate value (#1140). - **No more fake history dots.** Synthetic snapshots are no longer generated for manual, CSV, and broker-imported holdings; single-point histories render a real chart dot, and legacy synthetic snapshots are cleaned up (#1105). - **Fresher current values.** Dashboards and account headers now read from your latest holdings snapshot, quotes, and FX rather than a stale daily valuation row (#1101). #### **Performance & Currency Fixes** - **FX book cost anchored to facts.** Performance now classifies transfer boundaries explicitly and anchors FX book cost to lot-acquisition data instead of the valuation-date rate (#1119, #1142). - **No more FX rate of “1”.** Adding a provider-sourced currency pair on a weekend no longer persists a placeholder rate of 1 (#1143). - **Correct currency on the dashboard.** Foreign-currency accounts now show their own currency and total instead of being forced into your base currency, with warnings preserved (#1125). #### **Imports & Custom Providers** - **Cash-only holdings imports work.** A holdings CSV containing only `$CASH` rows no longer dead-ends at the Review Assets step (#1111, #897). - **Longer symbols allowed.** The symbol field cap is raised from 20 to 100 characters and now accepts underscores, for custom data-provider tickers (#1145). - **ISIN-only custom providers.** Custom scraper sources can resolve from an asset’s ISIN at runtime, and bond ISIN overrides saved with a symbol now resolve correctly (#1005, #1107). - **International pages no longer crash custom providers.** Fixed a UTF-8 boundary panic on CJK and emoji content. _Thanks to @zephyros-dev._ #### **Spending & Budgets** - **Real error messages** now surface when a budget group can’t be deleted, instead of a generic failure (#1130). - **Steadier spending flows.** Fixes to the mobile transaction form and period selector, event summaries that include all tagged activities, and stable user-facing broker-sync messages (#1099). #### **Mobile** - **Full-screen on iPhone.** Fixed the viewport gap that kept the app from using the full screen on iPhone (#1170). - **Native date-range picker.** The Performance tab’s custom range now opens a mobile bottom sheet instead of squeezing in the desktop popover (#1133). - **Activity filters apply.** Selecting filters in the mobile activity modal now takes effect immediately. _Thanks to @eldossjogy._ #### **Wealthfolio Connect on Linux** Cold-start Connect auth callbacks are no longer lost on Linux — deep-link startup URLs are consumed correctly and a packaged `x-scheme-handler/wealthfolio` desktop handler is registered. Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible. 💛 --- # Wealthfolio 3.6.0 — Release Notes Source: https://wealthfolio.app/changelog/3_6_0/ Back 3.6.0 Jul 05, 2026 # 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). Wealthfolio is local-first and open source. A huge thank-you to our community contributors and translators — this release wouldn’t exist without you. 💛 --- # Wealthfolio 3.6.1 — Release Notes Source: https://wealthfolio.app/changelog/3_6_1/ Back 3.6.1 Jul 07, 2026 # Wealthfolio 3.6.1 — Release Notes Wealthfolio 3.6.1 is a follow-up to the big 3.6 release. It fixes add-on loading on Windows, brings the Health Center into your language, sharpens quote accuracy, and freshens up the add-on experience. ### Bug Fixes - **Add-ons load on Windows** — Add-ons were failing to load on Windows with a sandbox timeout. The sandbox framing policy has been relaxed so the app can frame its own add-on view while still blocking foreign framing (#1231). - **More accurate pricing** — Provider quotes are now prioritized over broker fallbacks for more accurate prices (#1231). - **Health Center in your language** — Health Center titles and messages now render in your selected language instead of always English (#1223). - **Add-on background theming** — The add-on sandbox background now tracks the live app theme, with no stale dark background after the app resolves its real theme (#1236). - **Fewer false price warnings** — The stale-price health warning threshold was relaxed so normal gaps between quotes no longer trigger a warning (#1235). ### Add-ons - **New sidebar icons** — A refreshed, curated set of 80 duotone add-on icons with autocomplete for developers; unknown names fall back to a default icon (#1236). - **Migration guide** — Added a v3.5 → v3.6 sandbox migration guide and an Add-on SDK 3.6.1 changelog for add-on developers (#1231, #1236). --- # Wealthfolio 3.6.2 — Release Notes Source: https://wealthfolio.app/changelog/3_6_2/ Back 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._ --- # Wealthfolio 3.6.3 — Release Notes Source: https://wealthfolio.app/changelog/3_6_3/ Back 3.6.3 Aug 07, 2026 # Wealthfolio 3.6.3 — Release Notes Wealthfolio 3.6.3 is a stability and bug-fix release. No new features to learn. This one goes after the things that made the app slow, heavy, or subtly wrong on large portfolios with long histories. ### Highlights - **Faster, lighter dashboards.** Performance statistics no longer crawl or time out on long histories, and valuation no longer spikes memory to the point of crashing the app (#1347, #1412). - **Much smaller databases.** Portfolio snapshots were storing the same lot data twice, which accounted for most of the file size. One real 356 MB database came out at 79 MB after upgrading (#1218). - **Correct returns for holdings-tracked accounts.** Adding money to an account you track by snapshots no longer shows up as a gain for the period (#1418). The first launch after upgrading will take longer than usual. Wealthfolio runs a one-time migration that rebuilds calculated data and rewrites the database file to give the freed disk space back. Let it finish before closing the app. ### Performance & Stability - **No more memory spikes.** Long histories used to be expanded into a day-by-day copy of your holdings and prices before anything could be valued, which on big portfolios could use enough memory to crash the app. Valuation now works from a compact timeline and loads prices in batches (#1412). - **Performance statistics load again.** Dashboards that slowed to a crawl or timed out while calculating performance are fixed. The work behind transfers is no longer rebuilt from scratch on every request, and identical calculations running at the same time now share one result (#1347). - **Smaller database, reclaimed disk space.** Each daily snapshot was re-saving the full lot detail already stored elsewhere, roughly 89% of database size on large instances. That duplication is gone, leftover rows are cleaned up, and the file is compacted so the space actually returns to your disk. _Thanks to @atsoc0ocsav._ (#1218) - **Faster queries.** Database tuning, a new index for the activity list, and up-to-date query statistics after upgrades. _Thanks to @atsoc0ocsav._ (#1218) - **Safer imports.** Imports are checked before they are applied, unsupported dates are rejected instead of quietly widening every calculation, and one problem account no longer blocks the others from updating. You get a Health Center entry and a notification instead (#1412). ### Bug Fixes - **Deposits counted as gains.** Accounts tracked by holdings snapshots record no transactions, so adding 300K to one showed as a +300K gain for the period on the dashboard, account rows, and period P&L. Wealthfolio now works out what you added or removed by comparing both snapshots at the same day’s prices, so market movement cancels out and only your own changes count (#1418). - **Dashboard failing on price gaps.** If none of an account’s holdings had a usable price on a given day, that day was dropped from history entirely, and the missing day then failed the whole dashboard request. Those days are now kept and marked as unpriced. _Thanks to @Jonjon-prog._ (#1022) - **Rebalance planning.** On a target built from Custom Groups (a taxonomy with no cash category), the plan sized everything against a total that left out the cash you were deploying: it suggested buying more of already-overweight groups and the After column added up to more than 100%. _Thanks to @FlyingDuck._ (#1248) - **CSV imports with no currency column.** Buy, sell, and dividend rows were being saved with an empty currency, which later broke exchange-rate conversion. New imports fall back to the account currency, and the Health Center now flags any activities already saved this way with a direct link to fix them (#1388). - **Bulk activity API.** `POST /api/v1/activities/bulk` checked every row against the _first_ row’s account, so valid rows were rejected and invalid ones silently accepted depending purely on row order. _Thanks to @kryofin._ (#1356) - **Editing cash dividends and interest.** Editing an existing cash dividend or interest activity failed with “Received quantity must be greater than 0” over fields that aren’t even shown in cash mode, on both desktop and mobile (#1413). - **Holdings-mode accounts.** These accounts now open on the Snapshots tab, which is their actual record, instead of an empty Activities tab, and snapshot history no longer shows Cash as 0 (#1413). - **Total return disappearing.** A single dormant day, such as an account funded, fully sold, left as rounding dust, then refunded, was enough to blank out the whole-period return even though the chart still drew. _Thanks to @atsoc0ocsav._ (#1218) - **Brazilian Real prices.** Custom provider prices formatted as `R$ 1.234,56` now parse correctly. _Thanks to @bergomel._ (#1381) - **Privacy in logs.** Quantities and stored amounts are no longer written to the app log in portfolio warnings. ### Improvements - **Average cost on the holding chart.** A dashed average-cost line now appears on a holding’s price history, shown together with the buy/sell markers under the existing toggle. Your choice sticks between sessions, and the line is hidden for positions you’ve fully closed. _Thanks to @Baykenn._ (#1370) ### Add-ons - **Navigation stays visible.** Opening an add-on on iOS or in the floating/mobile layouts hid the navigation bar behind the add-on and swallowed taps, leaving no way back out (#1273, #1313). - **Nothing hidden behind the bottom bar.** Content and controls at the bottom of an add-on page are now reachable on mobile and in the desktop floating layout. Installed add-ons need no changes (#1383). ### Security - **26 dependency advisories cleared.** 26 of 28 open Dependabot alerts resolved by upgrading directly, and three version pins removed rather than added now that upstream packages have caught up (#1416). --- # Wealthfolio 3.7.0 — Release Notes Source: https://wealthfolio.app/changelog/3_7_0/ Back 3.7.0 Aug 19, 2026 # Wealthfolio 3.7.0 — Release Notes Wealthfolio 3.7.0 adds **closed positions and cash** to the holdings table, ships **Japanese and Korean** locales, **separates UI language from regional formatting**, and **rebuilds the add-on runtime** so add-ons load on iOS and Safari. Broker sync now reads contract multipliers exactly and stops confusing share-class suffixes with exchange suffixes. * * * #### **Holdings — open, closed, and cash** - **Open / Closed view control** sits before the search box. Open is the default. - **Closed positions** show disposed cost basis, sale proceeds, realized P&L, and realized return instead of market-value columns. Option expiries are included. - **Cash** moved into the Type filter alongside stocks, ETFs, and bonds, with its portfolio weight shown on desktop and mobile. - **Quantity labels match the instrument:** _units_ for ETFs and mutual funds (_parts_, _Anteile_, _participaciones_, 口, 좌, 份), _bonds_ for debt securities, _contracts_ for options, _shares_ for stocks. Closed positions stay distinct from open ones for the same asset even when long and short net to zero, and remain searchable by instrument name. The mobile holdings view carries the same controls. _Thanks to @DamienKCorp._ #### **Japanese and Korean — seven languages** Complete community-contributed **日本語** and **한국어** locales, both at full coverage across all 20 namespaces. Wealthfolio now ships English, Français, Deutsch, Español, 简体中文, 日本語, and 한국어. _Thanks to @shiv3 and @moduvoice._ #### **UI language separated from regional formatting** **Settings → Language & Region** now holds two independent settings: - **Language** — UI text and control labels. - **Region & formats** — dates, times, decimal separators, percentages, and currency presentation. Changing the interface language no longer changes financial and date conventions. Eleven options ship — System, Canada, United States, United Kingdom, France, Germany, Spain, Mexico, China, Japan, South Korea — with a live preview of dates, numbers, currency, and time. Date order (`dd/MM/yyyy` or `MM/dd/yyyy`) and 12-hour or 24-hour time follow the selected region, and **System** picks up the operating system’s own locale, which covers regions without a dedicated entry. (#246) Arabic and Persian digits, and Persian and Thai calendars, parse and round-trip correctly. Amount fields accept local decimal separators and machine-formatted currency paste without truncating on commit. Add-ons receive the same locale settings as the host. Remaining English strings were translated across the Net Worth page and category labels, the retirement planner, dashboard goal cards, and the activity search placeholder. _Thanks to @DamienKCorp._ #### **Add-on runtime rebuilt** The add-on sandbox is now origin-independent — its runtime loads from resources handed in by the host rather than fetched from an origin. This resolves the WebKit and iOS loading failure. Add-ons also get a private, per-add-on asset registry for images, fonts, media, configuration, and Wasm, delivered only to the add-on that owns them. **Minimum versions have changed.** Wealthfolio now requires **iOS/iPadOS 16**, **macOS 12**, and **Chrome/Edge 107**, **Firefox 104**, or **Safari 16** or newer. On macOS 12, apply current system and Safari updates so the built-in WebView meets the Safari 16 floor. Existing add-ons keep working; add-ons using the new asset API must declare `minWealthfolioVersion` 3.7.0. #### **Broker sync accuracy** Two accuracy problems, both found against live brokerage connections: - **Contract multipliers are read exactly** from the broker instead of inferred, so futures, CFDs, and non-standard option contracts are valued correctly. - **One identity per instrument.** A hedged ETF unit class such as `ZAAA.F` was filed under the unhedged listing — a separate fund quoted about 3% apart — because the suffix was stripped as an exchange marker. Suffixes are now checked against the venue the instrument actually trades on, and exchange codes resolve consistently across positions and transactions. _Thanks to @rwgs._ #### **AI assistant safety policy** The assistant now runs against a single versioned prompt with an explicit boundary around financial decisions. Direct requests still produce editable activity drafts; instructions embedded in an attached file or a tool result cannot authorize one. CSV attachments keep the existing import-preview flow, and persistence still requires explicit confirmation in the review screen. #### **Improvements** - **SSO auto-redirect.** When OIDC is the only login method, the login page navigates straight to the identity provider. A per-tab guard keeps a failed round-trip from looping. _Thanks to @fmaass._ (#1343) - **Rebalance planner reachable in-band.** The “Review rebalance” action now renders whenever a handler is wired, not only when a category is out of band. Drift is computed on invested value, so idle cash never produces drift. _Thanks to @fmaass._ (#1444) - **Spending rule account scope.** The documented Applies To scope now has a control in the rule editor, and account-scoped rules show which account they target. Previously every rule created in the UI was global, and scoped rules created by the assistant were invisible and un-editable. _Thanks to @kryofin._ (#1350) - **Australia and New Zealand spending presets** — 37 rules each, matched against local statement shorthand (`WOOLIES`, `WW METRO`, `MACCAS`, `PAK'N SAVE`). _Thanks to @Hysterelius._ - **Mobile.** Horizontal scrolling restored for spending categories; liability value history is a responsive mobile list with inline editing instead of a desktop grid. - **Onboarding.** Denser, more consistent preferences and appearance layouts. #### **Fixes** - **Returns for accounts with a negative opening balance.** A trade recorded before the deposit covering it made both time-weighted and value return unavailable for the whole period. Returns now start from the first properly funded day. (#1425) - **Refunds counted as gains.** A refund reversed spending but was still counted as portfolio gain. Credits now carry an explicit internal/external boundary, visible and correctable in the activity grid and CSV review. (#1403) - **“Unknown” allocation slice.** Broad-market ETFs report an asset breakdown summing to slightly under 100%; that residual was shown as an unclassified category containing already-classified holdings. _Thanks to @kryofin._ (#1439) - **Phantom $0 rows in Net Worth.** Liquidated accounts left rounding dust that kept emitting rows in the Cash and Liabilities breakdowns. _Thanks to @kryofin._ (#1459) - **Foreign-currency accounts.** The dashboard no longer shows a gain amount labeled with the wrong currency. _Thanks to @Neallin-917._ (#1426) - **Retirement and goal amounts** are converted to the account’s currency instead of raw US dollar presets relabeled, and inputs accept realistic values in high-denomination currencies. _Thanks to @nofanto._ (#1475) - **Holding details overlapping performance** when the window is narrowed. _Thanks to @Neallin-917._ (#1438) - **Table sorting** is preserved when switching to a view without the sort column. - **Account pickers** reflect programmatic changes, and long dropdowns stay a constrained height. - **Market data** picks up Yahoo Finance 4.2 retry and request-handling fixes. - **Security patch** for the `nanoid` dependency. Wealthfolio is local-first and open source. Thanks to @shiv3, @moduvoice, @DamienKCorp, @kryofin, @fmaass, @Neallin-917, @rwgs, @nofanto, and @Hysterelius for their work on this release. 💛 --- # Wealthfolio 3.8.0 — Release Notes Source: https://wealthfolio.app/changelog/3_8_0/ Back 3.8.0 Sep 07, 2026 # Wealthfolio 3.8.0 — Release Notes 3.8 focuses on fixes to cash balances, net worth, spending totals, imports, and retirement calculations. It also includes activity-list improvements, new planning options, and three additional languages. **Back up your database before updating.** Go to **Settings → Backup & Export → Backup Database** and save the file somewhere safe. On first launch, 3.8 migrates older transactions so their amount represents the **final cash paid or received, including fees and taxes**. This can change historical cash balances and returns. **The app does not create an automatic backup for this migration.** After updating, check **Activities → Needs review** and confirm any flagged transactions against your records. If you use device sync, update all your devices before adding or editing transactions. ## Improvements and additions ### Spending and activity lists - **List performance.** Spending and investment lists load as you scroll and render only the rows in view. - **Filtered and selected totals.** See net totals for filtered or selected spending transactions. Foreign currencies have separate totals, with a converted total when rates are available. - **Foreign-currency entries.** Record a cash transaction in another currency and enter its exchange rate. - **Amount-based rules.** Categorize transactions by amount, including exact values, limits, and ranges. A new Swedish preset covers common local merchants. - **Mobile controls.** Status filters and selection controls are available on mobile. Edit and delete actions work on tablets without hover. ([#1429](https://github.com/wealthfolio/wealthfolio/pull/1429), [#1567](https://github.com/wealthfolio/wealthfolio/pull/1567), [#1599](https://github.com/wealthfolio/wealthfolio/pull/1599), [#1627](https://github.com/wealthfolio/wealthfolio/pull/1627); addresses [#1427](https://github.com/wealthfolio/wealthfolio/issues/1427), [#1576](https://github.com/wealthfolio/wealthfolio/issues/1576)) ### Retirement planning Set a pension fund’s payout rate. Choose an annuity or a drawdown fund that keeps its remaining balance invested and stops paying when it runs out. The planner reports the projected depletion age. Fund previews and projections now use consistent return assumptions after fees. Negative returns and comma-decimal inputs also work correctly. ([#1531](https://github.com/wealthfolio/wealthfolio/pull/1531), [#1539](https://github.com/wealthfolio/wealthfolio/pull/1539), [#1541](https://github.com/wealthfolio/wealthfolio/pull/1541), [#1543](https://github.com/wealthfolio/wealthfolio/pull/1543), [#1555](https://github.com/wealthfolio/wealthfolio/pull/1555)) Lean and Fat FIRE targets now use lower or higher planned spending while keeping pension income and other assumptions in the calculation. Projection labels now describe simulated outcomes and their assumptions. Card spacing has been adjusted for smaller screens. ([#1674](https://github.com/wealthfolio/wealthfolio/pull/1674)) ### Languages and regional formatting Added **Italian**, **Brazilian Portuguese**, and **Traditional Chinese**. New formatting regions include Italy, Brazil, Portugal, and Taiwan. This release also improves financial translations, locale-aware name sorting, and Chinese, Japanese, and Korean text entry. Choosing a character no longer triggers an early submit or closes an editor. ([#1533](https://github.com/wealthfolio/wealthfolio/pull/1533), [#1566](https://github.com/wealthfolio/wealthfolio/pull/1566), [#1588](https://github.com/wealthfolio/wealthfolio/pull/1588), [#1589](https://github.com/wealthfolio/wealthfolio/pull/1589), [#1605](https://github.com/wealthfolio/wealthfolio/pull/1605), [#1634](https://github.com/wealthfolio/wealthfolio/pull/1634), [#1662](https://github.com/wealthfolio/wealthfolio/pull/1662)) ### Asset logos The bundled logos have been replaced with smaller curated images. Logo matching now takes the market and instrument type into account. You can also now upload a custom asset logo, preview it, or reset it to the default. ([#1554](https://github.com/wealthfolio/wealthfolio/pull/1554), [#1631](https://github.com/wealthfolio/wealthfolio/pull/1631), [#1654](https://github.com/wealthfolio/wealthfolio/pull/1654)) ### Other improvements - **Account selection:** keep the same account or portfolio selected as you move between Insights, Holdings, and Income. Performance adds it as a comparison. The selection lasts until you close or reload the app. ([#1598](https://github.com/wealthfolio/wealthfolio/pull/1598)) - **Dashboard holdings:** choose Unrealized P&L from the Show menu. Gain sorting follows that choice, and the app remembers your preference. ([#1669](https://github.com/wealthfolio/wealthfolio/pull/1669), addresses [#1623](https://github.com/wealthfolio/wealthfolio/issues/1623)) - **App launcher:** the search field is wider, and the layout no longer changes height while filtering. ([#1674](https://github.com/wealthfolio/wealthfolio/pull/1674)) - **Activity review:** see broker review reasons, reclassify unknown transactions, and edit credits and cash or security adjustments. ([#1527](https://github.com/wealthfolio/wealthfolio/pull/1527), [#1614](https://github.com/wealthfolio/wealthfolio/pull/1614)) - **Rebalancing:** choose which holdings may receive new purchases in Cash Flow Only mode. ([#1486](https://github.com/wealthfolio/wealthfolio/pull/1486), closes [#1141](https://github.com/wealthfolio/wealthfolio/issues/1141)) - **Asset details:** edit contract multipliers and bond terms. Transaction-based holdings recalculate; broker holdings refresh on the next sync. Existing manual and CSV snapshots are not rescaled. ([#1595](https://github.com/wealthfolio/wealthfolio/pull/1595)) - **Custom data providers:** JSON API sources now support POST requests and more date placeholders. ([#1354](https://github.com/wealthfolio/wealthfolio/pull/1354)) - **Add-ons:** new APIs for translations, historical exchange rates, and spending rules. Shared controls now show translated labels. Nested modules load consistently across platforms, and permission controls remain reachable. ([#1276](https://github.com/wealthfolio/wealthfolio/pull/1276), [#1511](https://github.com/wealthfolio/wealthfolio/pull/1511), [#1513](https://github.com/wealthfolio/wealthfolio/pull/1513), [#1536](https://github.com/wealthfolio/wealthfolio/pull/1536), [#1542](https://github.com/wealthfolio/wealthfolio/pull/1542), [#1548](https://github.com/wealthfolio/wealthfolio/pull/1548), [#1640](https://github.com/wealthfolio/wealthfolio/pull/1640), [#1659](https://github.com/wealthfolio/wealthfolio/pull/1659)) ## Fixes ### Transaction amounts and cash balances Cash balances now use each transaction’s final amount, including fees and taxes. Previously, recalculating that amount from quantity and price could produce a different total and cause cash balances to drift. Forms show a calculated total. You can edit it to match your statement. Imports and broker sync use the same rules. Totals that cannot be verified are flagged for review. For deposits, withdrawals, and cash transfers, enter the actual amount moved. A separate fee field is informational; it is not deducted again. ([#1571](https://github.com/wealthfolio/wealthfolio/pull/1571), fixes [#1334](https://github.com/wealthfolio/wealthfolio/issues/1334)) ### Other fixes - **Net worth:** negative cash now reduces the total correctly. New balances show “New” instead of misleading percentages. The breakdown adapts to narrow cards and large values. ([#1458](https://github.com/wealthfolio/wealthfolio/pull/1458), [#1660](https://github.com/wealthfolio/wealthfolio/pull/1660), [#1668](https://github.com/wealthfolio/wealthfolio/pull/1668)) - **Privacy:** Hide amounts now covers activity lists and details, dashboard share counts, allocation details, and composition tooltips. ([#1664](https://github.com/wealthfolio/wealthfolio/pull/1664)) - **Spending insights:** category totals cover the full period, not just loaded transactions. Date ranges, daily pace, currency labels, and dashboard links are more consistent. Long notes stay within the list. ([#1569](https://github.com/wealthfolio/wealthfolio/pull/1569), [#1583](https://github.com/wealthfolio/wealthfolio/pull/1583), [#1650](https://github.com/wealthfolio/wealthfolio/pull/1650), [#1667](https://github.com/wealthfolio/wealthfolio/pull/1667)) - **Holdings and allocations:** remove tiny cash remnants displayed as zero, respect cash-row sorting, retain account names and chart labels, and include unclassified portions in category drill-downs. Country classification is more precise, and shortcuts let you choose the specific instrument type. ([#1496](https://github.com/wealthfolio/wealthfolio/pull/1496), [#1498](https://github.com/wealthfolio/wealthfolio/pull/1498), [#1502](https://github.com/wealthfolio/wealthfolio/pull/1502), [#1503](https://github.com/wealthfolio/wealthfolio/pull/1503), [#1507](https://github.com/wealthfolio/wealthfolio/pull/1507), [#1508](https://github.com/wealthfolio/wealthfolio/pull/1508), [#1520](https://github.com/wealthfolio/wealthfolio/pull/1520)) - **Imports:** date detection checks the whole column for day/month order. Reimporting older exported trades no longer creates duplicates because their totals changed during migration. ([#1601](https://github.com/wealthfolio/wealthfolio/pull/1601), [#1625](https://github.com/wealthfolio/wealthfolio/pull/1625)) - **Performance:** remove false warnings on days without cash flows and when cash and security transfers both have exact values. Recognized imported FX conversion pairs within one account no longer count as contributions. ([#1493](https://github.com/wealthfolio/wealthfolio/pull/1493), [#1655](https://github.com/wealthfolio/wealthfolio/pull/1655), [#1665](https://github.com/wealthfolio/wealthfolio/pull/1665); fixes [#1609](https://github.com/wealthfolio/wealthfolio/issues/1609)) - **Valuation dates:** alternative assets show their Last Updated date. Valuation and quote dates keep the saved calendar day when displayed or edited across time zones. ([#1672](https://github.com/wealthfolio/wealthfolio/pull/1672), [#1673](https://github.com/wealthfolio/wealthfolio/pull/1673); fixes [#1670](https://github.com/wealthfolio/wealthfolio/issues/1670)) - **Quotes:** crypto prices update on weekends. Manually priced assets work in benchmark comparisons. Uncertain exchange mappings receive an additional check. ([#1540](https://github.com/wealthfolio/wealthfolio/pull/1540), [#1610](https://github.com/wealthfolio/wealthfolio/pull/1610), [#1646](https://github.com/wealthfolio/wealthfolio/pull/1646)) - **Reliability:** portfolio recalculation continues with cached quotes when market sync fails. Out-of-range cash calculations are handled without crashing the cash pipeline. Device pairing checks snapshot schema compatibility. ([#1595](https://github.com/wealthfolio/wealthfolio/pull/1595), [#1633](https://github.com/wealthfolio/wealthfolio/pull/1633), [#1642](https://github.com/wealthfolio/wealthfolio/pull/1642)) - **Self-hosted sign-in:** OIDC refreshes signing keys after a verification failure, so provider key rotation no longer requires a server restart. ([#1611](https://github.com/wealthfolio/wealthfolio/pull/1611)) - **Interface and desktop:** dialogs contain long text and translated buttons. macOS content clears the window controls. Menu-bar visibility survives restart. Web app icons and Windows source checkouts are fixed. ([#1323](https://github.com/wealthfolio/wealthfolio/pull/1323), [#1581](https://github.com/wealthfolio/wealthfolio/pull/1581), [#1607](https://github.com/wealthfolio/wealthfolio/pull/1607), [#1639](https://github.com/wealthfolio/wealthfolio/pull/1639), [#1653](https://github.com/wealthfolio/wealthfolio/pull/1653), [#1658](https://github.com/wealthfolio/wealthfolio/pull/1658)) ## Thanks Thanks to [@AlexanderBabel](https://github.com/AlexanderBabel), [@blastik](https://github.com/blastik), [@charlie890414](https://github.com/charlie890414), [@DamienKCorp](https://github.com/DamienKCorp), [@fmaass](https://github.com/fmaass), [@guerrantif](https://github.com/guerrantif), [@hungchihsueh](https://github.com/hungchihsueh), [@Jonjon-prog](https://github.com/Jonjon-prog), [@kryofin](https://github.com/kryofin), [@loreboldo](https://github.com/loreboldo), [@marcoscale98](https://github.com/marcoscale98), [@MobilettoSoft](https://github.com/MobilettoSoft), [@Neallin-917](https://github.com/Neallin-917), [@nimula](https://github.com/nimula), [@otherness](https://github.com/otherness), [@rwgs](https://github.com/rwgs), and [@thibaultserti](https://github.com/thibaultserti) for contributing. And to everyone who reported a bug or helped test a fix. 💛 [Full changelog on GitHub](https://github.com/wealthfolio/wealthfolio/compare/v3.7.0...v3.8.0) --- # Changelog | Wealthfolio Source: https://wealthfolio.app/changelog/ # Changelog See what’s new, improved, and fixed in every Wealthfolio release. * * * - 3.8.0 Sep 07, 2026 3.8 focuses on fixes to cash balances, net worth, spending totals, imports, and retirement calculations. It also includes activity-list improvements, new planning options, and three additional languages. **Back up your database before updating.** Go to **Settings → Backup & Export → Backup Database** and save the file somewhere safe. On first launch, 3.8 migrates older transactions so their amount represents the **final cash paid or received, including fees and taxes**. This can change historical cash balances and returns. **The app does not create an automatic backup for this migration.** After updating, check **Activities → Needs review** and confirm any flagged transactions against your records. If you use device sync, update all your devices before adding or editing transactions. ## Improvements and additions ### Spending and activity lists - **List performance.** Spending and investment lists load as you scroll and render only the rows in view. - **Filtered and selected totals.** See net totals for filtered or selected spending transactions. Foreign currencies have separate totals, with a converted total when rates are available. - **Foreign-currency entries.** Record a cash transaction in another currency and enter its exchange rate. - **Amount-based rules.** Categorize transactions by amount, including exact values, limits, and ranges. A new Swedish preset covers common local merchants. - **Mobile controls.** Status filters and selection controls are available on mobile. Edit and delete actions work on tablets without hover. ([#1429](https://github.com/wealthfolio/wealthfolio/pull/1429), [#1567](https://github.com/wealthfolio/wealthfolio/pull/1567), [#1599](https://github.com/wealthfolio/wealthfolio/pull/1599), [#1627](https://github.com/wealthfolio/wealthfolio/pull/1627); addresses [#1427](https://github.com/wealthfolio/wealthfolio/issues/1427), [#1576](https://github.com/wealthfolio/wealthfolio/issues/1576)) ### Retirement planning Set a pension fund’s payout rate. Choose an annuity or a drawdown fund that keeps its remaining balance invested and stops paying when it runs out. The planner reports the projected depletion age. Fund previews and projections now use consistent return assumptions after fees. Negative returns and comma-decimal inputs also work correctly. ([#1531](https://github.com/wealthfolio/wealthfolio/pull/1531), [#1539](https://github.com/wealthfolio/wealthfolio/pull/1539), [#1541](https://github.com/wealthfolio/wealthfolio/pull/1541), [#1543](https://github.com/wealthfolio/wealthfolio/pull/1543), [#1555](https://github.com/wealthfolio/wealthfolio/pull/1555)) Lean and Fat FIRE targets now use lower or higher planned spending while keeping pension income and other assumptions in the calculation. Projection labels now describe simulated outcomes and their assumptions. Card spacing has been adjusted for smaller screens. ([#1674](https://github.com/wealthfolio/wealthfolio/pull/1674)) ### Languages and regional formatting Added **Italian**, **Brazilian Portuguese**, and **Traditional Chinese**. New formatting regions include Italy, Brazil, Portugal, and Taiwan. This release also improves financial translations, locale-aware name sorting, and Chinese, Japanese, and Korean text entry. Choosing a character no longer triggers an early submit or closes an editor. ([#1533](https://github.com/wealthfolio/wealthfolio/pull/1533), [#1566](https://github.com/wealthfolio/wealthfolio/pull/1566), [#1588](https://github.com/wealthfolio/wealthfolio/pull/1588), [#1589](https://github.com/wealthfolio/wealthfolio/pull/1589), [#1605](https://github.com/wealthfolio/wealthfolio/pull/1605), [#1634](https://github.com/wealthfolio/wealthfolio/pull/1634), [#1662](https://github.com/wealthfolio/wealthfolio/pull/1662)) ### Asset logos The bundled logos have been replaced with smaller curated images. Logo matching now takes the market and instrument type into account. You can also now upload a custom asset logo, preview it, or reset it to the default. ([#1554](https://github.com/wealthfolio/wealthfolio/pull/1554), [#1631](https://github.com/wealthfolio/wealthfolio/pull/1631), [#1654](https://github.com/wealthfolio/wealthfolio/pull/1654)) ### Other improvements - **Account selection:** keep the same account or portfolio selected as you move between Insights, Holdings, and Income. Performance adds it as a comparison. The selection lasts until you close or reload the app. ([#1598](https://github.com/wealthfolio/wealthfolio/pull/1598)) - **Dashboard holdings:** choose Unrealized P&L from the Show menu. Gain sorting follows that choice, and the app remembers your preference. ([#1669](https://github.com/wealthfolio/wealthfolio/pull/1669), addresses [#1623](https://github.com/wealthfolio/wealthfolio/issues/1623)) - **App launcher:** the search field is wider, and the layout no longer changes height while filtering. ([#1674](https://github.com/wealthfolio/wealthfolio/pull/1674)) - **Activity review:** see broker review reasons, reclassify unknown transactions, and edit credits and cash or security adjustments. ([#1527](https://github.com/wealthfolio/wealthfolio/pull/1527), [#1614](https://github.com/wealthfolio/wealthfolio/pull/1614)) - **Rebalancing:** choose which holdings may receive new purchases in Cash Flow Only mode. ([#1486](https://github.com/wealthfolio/wealthfolio/pull/1486), closes [#1141](https://github.com/wealthfolio/wealthfolio/issues/1141)) - **Asset details:** edit contract multipliers and bond terms. Transaction-based holdings recalculate; broker holdings refresh on the next sync. Existing manual and CSV snapshots are not rescaled. ([#1595](https://github.com/wealthfolio/wealthfolio/pull/1595)) - **Custom data providers:** JSON API sources now support POST requests and more date placeholders. ([#1354](https://github.com/wealthfolio/wealthfolio/pull/1354)) - **Add-ons:** new APIs for translations, historical exchange rates, and spending rules. Shared controls now show translated labels. Nested modules load consistently across platforms, and permission controls remain reachable. ([#1276](https://github.com/wealthfolio/wealthfolio/pull/1276), [#1511](https://github.com/wealthfolio/wealthfolio/pull/1511), [#1513](https://github.com/wealthfolio/wealthfolio/pull/1513), [#1536](https://github.com/wealthfolio/wealthfolio/pull/1536), [#1542](https://github.com/wealthfolio/wealthfolio/pull/1542), [#1548](https://github.com/wealthfolio/wealthfolio/pull/1548), [#1640](https://github.com/wealthfolio/wealthfolio/pull/1640), [#1659](https://github.com/wealthfolio/wealthfolio/pull/1659)) ## Fixes ### Transaction amounts and cash balances Cash balances now use each transaction’s final amount, including fees and taxes. Previously, recalculating that amount from quantity and price could produce a different total and cause cash balances to drift. Forms show a calculated total. You can edit it to match your statement. Imports and broker sync use the same rules. Totals that cannot be verified are flagged for review. For deposits, withdrawals, and cash transfers, enter the actual amount moved. A separate fee field is informational; it is not deducted again. ([#1571](https://github.com/wealthfolio/wealthfolio/pull/1571), fixes [#1334](https://github.com/wealthfolio/wealthfolio/issues/1334)) ### Other fixes - **Net worth:** negative cash now reduces the total correctly. New balances show “New” instead of misleading percentages. The breakdown adapts to narrow cards and large values. ([#1458](https://github.com/wealthfolio/wealthfolio/pull/1458), [#1660](https://github.com/wealthfolio/wealthfolio/pull/1660), [#1668](https://github.com/wealthfolio/wealthfolio/pull/1668)) - **Privacy:** Hide amounts now covers activity lists and details, dashboard share counts, allocation details, and composition tooltips. ([#1664](https://github.com/wealthfolio/wealthfolio/pull/1664)) - **Spending insights:** category totals cover the full period, not just loaded transactions. Date ranges, daily pace, currency labels, and dashboard links are more consistent. Long notes stay within the list. ([#1569](https://github.com/wealthfolio/wealthfolio/pull/1569), [#1583](https://github.com/wealthfolio/wealthfolio/pull/1583), [#1650](https://github.com/wealthfolio/wealthfolio/pull/1650), [#1667](https://github.com/wealthfolio/wealthfolio/pull/1667)) - **Holdings and allocations:** remove tiny cash remnants displayed as zero, respect cash-row sorting, retain account names and chart labels, and include unclassified portions in category drill-downs. Country classification is more precise, and shortcuts let you choose the specific instrument type. ([#1496](https://github.com/wealthfolio/wealthfolio/pull/1496), [#1498](https://github.com/wealthfolio/wealthfolio/pull/1498), [#1502](https://github.com/wealthfolio/wealthfolio/pull/1502), [#1503](https://github.com/wealthfolio/wealthfolio/pull/1503), [#1507](https://github.com/wealthfolio/wealthfolio/pull/1507), [#1508](https://github.com/wealthfolio/wealthfolio/pull/1508), [#1520](https://github.com/wealthfolio/wealthfolio/pull/1520)) - **Imports:** date detection checks the whole column for day/month order. Reimporting older exported trades no longer creates duplicates because their totals changed during migration. ([#1601](https://github.com/wealthfolio/wealthfolio/pull/1601), [#1625](https://github.com/wealthfolio/wealthfolio/pull/1625)) - **Performance:** remove false warnings on days without cash flows and when cash and security transfers both have exact values. Recognized imported FX conversion pairs within one account no longer count as contributions. ([#1493](https://github.com/wealthfolio/wealthfolio/pull/1493), [#1655](https://github.com/wealthfolio/wealthfolio/pull/1655), [#1665](https://github.com/wealthfolio/wealthfolio/pull/1665); fixes [#1609](https://github.com/wealthfolio/wealthfolio/issues/1609)) - **Valuation dates:** alternative assets show their Last Updated date. Valuation and quote dates keep the saved calendar day when displayed or edited across time zones. ([#1672](https://github.com/wealthfolio/wealthfolio/pull/1672), [#1673](https://github.com/wealthfolio/wealthfolio/pull/1673); fixes [#1670](https://github.com/wealthfolio/wealthfolio/issues/1670)) - **Quotes:** crypto prices update on weekends. Manually priced assets work in benchmark comparisons. Uncertain exchange mappings receive an additional check. ([#1540](https://github.com/wealthfolio/wealthfolio/pull/1540), [#1610](https://github.com/wealthfolio/wealthfolio/pull/1610), [#1646](https://github.com/wealthfolio/wealthfolio/pull/1646)) - **Reliability:** portfolio recalculation continues with cached quotes when market sync fails. Out-of-range cash calculations are handled without crashing the cash pipeline. Device pairing checks snapshot schema compatibility. ([#1595](https://github.com/wealthfolio/wealthfolio/pull/1595), [#1633](https://github.com/wealthfolio/wealthfolio/pull/1633), [#1642](https://github.com/wealthfolio/wealthfolio/pull/1642)) - **Self-hosted sign-in:** OIDC refreshes signing keys after a verification failure, so provider key rotation no longer requires a server restart. ([#1611](https://github.com/wealthfolio/wealthfolio/pull/1611)) - **Interface and desktop:** dialogs contain long text and translated buttons. macOS content clears the window controls. Menu-bar visibility survives restart. Web app icons and Windows source checkouts are fixed. ([#1323](https://github.com/wealthfolio/wealthfolio/pull/1323), [#1581](https://github.com/wealthfolio/wealthfolio/pull/1581), [#1607](https://github.com/wealthfolio/wealthfolio/pull/1607), [#1639](https://github.com/wealthfolio/wealthfolio/pull/1639), [#1653](https://github.com/wealthfolio/wealthfolio/pull/1653), [#1658](https://github.com/wealthfolio/wealthfolio/pull/1658)) ## Thanks Thanks to [@AlexanderBabel](https://github.com/AlexanderBabel), [@blastik](https://github.com/blastik), [@charlie890414](https://github.com/charlie890414), [@DamienKCorp](https://github.com/DamienKCorp), [@fmaass](https://github.com/fmaass), [@guerrantif](https://github.com/guerrantif), [@hungchihsueh](https://github.com/hungchihsueh), [@Jonjon-prog](https://github.com/Jonjon-prog), [@kryofin](https://github.com/kryofin), [@loreboldo](https://github.com/loreboldo), [@marcoscale98](https://github.com/marcoscale98), [@MobilettoSoft](https://github.com/MobilettoSoft), [@Neallin-917](https://github.com/Neallin-917), [@nimula](https://github.com/nimula), [@otherness](https://github.com/otherness), [@rwgs](https://github.com/rwgs), and [@thibaultserti](https://github.com/thibaultserti) for contributing. And to everyone who reported a bug or helped test a fix. 💛 [Full changelog on GitHub](https://github.com/wealthfolio/wealthfolio/compare/v3.7.0...v3.8.0) - 3.7.0 Aug 19, 2026 Wealthfolio 3.7.0 adds **closed positions and cash** to the holdings table, ships **Japanese and Korean** locales, **separates UI language from regional formatting**, and **rebuilds the add-on runtime** so add-ons load on iOS and Safari. Broker sync now reads contract multipliers exactly and stops confusing share-class suffixes with exchange suffixes. * * * #### **Holdings — open, closed, and cash** - **Open / Closed view control** sits before the search box. Open is the default. - **Closed positions** show disposed cost basis, sale proceeds, realized P&L, and realized return instead of market-value columns. Option expiries are included. - **Cash** moved into the Type filter alongside stocks, ETFs, and bonds, with its portfolio weight shown on desktop and mobile. - **Quantity labels match the instrument:** _units_ for ETFs and mutual funds (_parts_, _Anteile_, _participaciones_, 口, 좌, 份), _bonds_ for debt securities, _contracts_ for options, _shares_ for stocks. Closed positions stay distinct from open ones for the same asset even when long and short net to zero, and remain searchable by instrument name. The mobile holdings view carries the same controls. _Thanks to @DamienKCorp._ #### **Japanese and Korean — seven languages** Complete community-contributed **日本語** and **한국어** locales, both at full coverage across all 20 namespaces. Wealthfolio now ships English, Français, Deutsch, Español, 简体中文, 日本語, and 한국어. _Thanks to @shiv3 and @moduvoice._ #### **UI language separated from regional formatting** **Settings → Language & Region** now holds two independent settings: - **Language** — UI text and control labels. - **Region & formats** — dates, times, decimal separators, percentages, and currency presentation. Changing the interface language no longer changes financial and date conventions. Eleven options ship — System, Canada, United States, United Kingdom, France, Germany, Spain, Mexico, China, Japan, South Korea — with a live preview of dates, numbers, currency, and time. Date order (`dd/MM/yyyy` or `MM/dd/yyyy`) and 12-hour or 24-hour time follow the selected region, and **System** picks up the operating system’s own locale, which covers regions without a dedicated entry. (#246) Arabic and Persian digits, and Persian and Thai calendars, parse and round-trip correctly. Amount fields accept local decimal separators and machine-formatted currency paste without truncating on commit. Add-ons receive the same locale settings as the host. Remaining English strings were translated across the Net Worth page and category labels, the retirement planner, dashboard goal cards, and the activity search placeholder. _Thanks to @DamienKCorp._ #### **Add-on runtime rebuilt** The add-on sandbox is now origin-independent — its runtime loads from resources handed in by the host rather than fetched from an origin. This resolves the WebKit and iOS loading failure. Add-ons also get a private, per-add-on asset registry for images, fonts, media, configuration, and Wasm, delivered only to the add-on that owns them. **Minimum versions have changed.** Wealthfolio now requires **iOS/iPadOS 16**, **macOS 12**, and **Chrome/Edge 107**, **Firefox 104**, or **Safari 16** or newer. On macOS 12, apply current system and Safari updates so the built-in WebView meets the Safari 16 floor. Existing add-ons keep working; add-ons using the new asset API must declare `minWealthfolioVersion` 3.7.0. #### **Broker sync accuracy** Two accuracy problems, both found against live brokerage connections: - **Contract multipliers are read exactly** from the broker instead of inferred, so futures, CFDs, and non-standard option contracts are valued correctly. - **One identity per instrument.** A hedged ETF unit class such as `ZAAA.F` was filed under the unhedged listing — a separate fund quoted about 3% apart — because the suffix was stripped as an exchange marker. Suffixes are now checked against the venue the instrument actually trades on, and exchange codes resolve consistently across positions and transactions. _Thanks to @rwgs._ #### **AI assistant safety policy** The assistant now runs against a single versioned prompt with an explicit boundary around financial decisions. Direct requests still produce editable activity drafts; instructions embedded in an attached file or a tool result cannot authorize one. CSV attachments keep the existing import-preview flow, and persistence still requires explicit confirmation in the review screen. #### **Improvements** - **SSO auto-redirect.** When OIDC is the only login method, the login page navigates straight to the identity provider. A per-tab guard keeps a failed round-trip from looping. _Thanks to @fmaass._ (#1343) - **Rebalance planner reachable in-band.** The “Review rebalance” action now renders whenever a handler is wired, not only when a category is out of band. Drift is computed on invested value, so idle cash never produces drift. _Thanks to @fmaass._ (#1444) - **Spending rule account scope.** The documented Applies To scope now has a control in the rule editor, and account-scoped rules show which account they target. Previously every rule created in the UI was global, and scoped rules created by the assistant were invisible and un-editable. _Thanks to @kryofin._ (#1350) - **Australia and New Zealand spending presets** — 37 rules each, matched against local statement shorthand (`WOOLIES`, `WW METRO`, `MACCAS`, `PAK'N SAVE`). _Thanks to @Hysterelius._ - **Mobile.** Horizontal scrolling restored for spending categories; liability value history is a responsive mobile list with inline editing instead of a desktop grid. - **Onboarding.** Denser, more consistent preferences and appearance layouts. #### **Fixes** - **Returns for accounts with a negative opening balance.** A trade recorded before the deposit covering it made both time-weighted and value return unavailable for the whole period. Returns now start from the first properly funded day. (#1425) - **Refunds counted as gains.** A refund reversed spending but was still counted as portfolio gain. Credits now carry an explicit internal/external boundary, visible and correctable in the activity grid and CSV review. (#1403) - **“Unknown” allocation slice.** Broad-market ETFs report an asset breakdown summing to slightly under 100%; that residual was shown as an unclassified category containing already-classified holdings. _Thanks to @kryofin._ (#1439) - **Phantom $0 rows in Net Worth.** Liquidated accounts left rounding dust that kept emitting rows in the Cash and Liabilities breakdowns. _Thanks to @kryofin._ (#1459) - **Foreign-currency accounts.** The dashboard no longer shows a gain amount labeled with the wrong currency. _Thanks to @Neallin-917._ (#1426) - **Retirement and goal amounts** are converted to the account’s currency instead of raw US dollar presets relabeled, and inputs accept realistic values in high-denomination currencies. _Thanks to @nofanto._ (#1475) - **Holding details overlapping performance** when the window is narrowed. _Thanks to @Neallin-917._ (#1438) - **Table sorting** is preserved when switching to a view without the sort column. - **Account pickers** reflect programmatic changes, and long dropdowns stay a constrained height. - **Market data** picks up Yahoo Finance 4.2 retry and request-handling fixes. - **Security patch** for the `nanoid` dependency. Wealthfolio is local-first and open source. Thanks to @shiv3, @moduvoice, @DamienKCorp, @kryofin, @fmaass, @Neallin-917, @rwgs, @nofanto, and @Hysterelius for their work on this release. 💛 - 3.6.3 Aug 07, 2026 Wealthfolio 3.6.3 is a stability and bug-fix release. No new features to learn. This one goes after the things that made the app slow, heavy, or subtly wrong on large portfolios with long histories. ### Highlights - **Faster, lighter dashboards.** Performance statistics no longer crawl or time out on long histories, and valuation no longer spikes memory to the point of crashing the app (#1347, #1412). - **Much smaller databases.** Portfolio snapshots were storing the same lot data twice, which accounted for most of the file size. One real 356 MB database came out at 79 MB after upgrading (#1218). - **Correct returns for holdings-tracked accounts.** Adding money to an account you track by snapshots no longer shows up as a gain for the period (#1418). The first launch after upgrading will take longer than usual. Wealthfolio runs a one-time migration that rebuilds calculated data and rewrites the database file to give the freed disk space back. Let it finish before closing the app. ### Performance & Stability - **No more memory spikes.** Long histories used to be expanded into a day-by-day copy of your holdings and prices before anything could be valued, which on big portfolios could use enough memory to crash the app. Valuation now works from a compact timeline and loads prices in batches (#1412). - **Performance statistics load again.** Dashboards that slowed to a crawl or timed out while calculating performance are fixed. The work behind transfers is no longer rebuilt from scratch on every request, and identical calculations running at the same time now share one result (#1347). - **Smaller database, reclaimed disk space.** Each daily snapshot was re-saving the full lot detail already stored elsewhere, roughly 89% of database size on large instances. That duplication is gone, leftover rows are cleaned up, and the file is compacted so the space actually returns to your disk. _Thanks to @atsoc0ocsav._ (#1218) - **Faster queries.** Database tuning, a new index for the activity list, and up-to-date query statistics after upgrades. _Thanks to @atsoc0ocsav._ (#1218) - **Safer imports.** Imports are checked before they are applied, unsupported dates are rejected instead of quietly widening every calculation, and one problem account no longer blocks the others from updating. You get a Health Center entry and a notification instead (#1412). ### Bug Fixes - **Deposits counted as gains.** Accounts tracked by holdings snapshots record no transactions, so adding 300K to one showed as a +300K gain for the period on the dashboard, account rows, and period P&L. Wealthfolio now works out what you added or removed by comparing both snapshots at the same day’s prices, so market movement cancels out and only your own changes count (#1418). - **Dashboard failing on price gaps.** If none of an account’s holdings had a usable price on a given day, that day was dropped from history entirely, and the missing day then failed the whole dashboard request. Those days are now kept and marked as unpriced. _Thanks to @Jonjon-prog._ (#1022) - **Rebalance planning.** On a target built from Custom Groups (a taxonomy with no cash category), the plan sized everything against a total that left out the cash you were deploying: it suggested buying more of already-overweight groups and the After column added up to more than 100%. _Thanks to @FlyingDuck._ (#1248) - **CSV imports with no currency column.** Buy, sell, and dividend rows were being saved with an empty currency, which later broke exchange-rate conversion. New imports fall back to the account currency, and the Health Center now flags any activities already saved this way with a direct link to fix them (#1388). - **Bulk activity API.** `POST /api/v1/activities/bulk` checked every row against the _first_ row’s account, so valid rows were rejected and invalid ones silently accepted depending purely on row order. _Thanks to @kryofin._ (#1356) - **Editing cash dividends and interest.** Editing an existing cash dividend or interest activity failed with “Received quantity must be greater than 0” over fields that aren’t even shown in cash mode, on both desktop and mobile (#1413). - **Holdings-mode accounts.** These accounts now open on the Snapshots tab, which is their actual record, instead of an empty Activities tab, and snapshot history no longer shows Cash as 0 (#1413). - **Total return disappearing.** A single dormant day, such as an account funded, fully sold, left as rounding dust, then refunded, was enough to blank out the whole-period return even though the chart still drew. _Thanks to @atsoc0ocsav._ (#1218) - **Brazilian Real prices.** Custom provider prices formatted as `R$ 1.234,56` now parse correctly. _Thanks to @bergomel._ (#1381) - **Privacy in logs.** Quantities and stored amounts are no longer written to the app log in portfolio warnings. ### Improvements - **Average cost on the holding chart.** A dashed average-cost line now appears on a holding’s price history, shown together with the buy/sell markers under the existing toggle. Your choice sticks between sessions, and the line is hidden for positions you’ve fully closed. _Thanks to @Baykenn._ (#1370) ### Add-ons - **Navigation stays visible.** Opening an add-on on iOS or in the floating/mobile layouts hid the navigation bar behind the add-on and swallowed taps, leaving no way back out (#1273, #1313). - **Nothing hidden behind the bottom bar.** Content and controls at the bottom of an add-on page are now reachable on mobile and in the desktop floating layout. Installed add-ons need no changes (#1383). ### Security - **26 dependency advisories cleared.** 26 of 28 open Dependabot alerts resolved by upgrading directly, and three version pins removed rather than added now that upstream packages have caught up (#1416). - 3.6.2 Jul 13, 2026 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._ - 3.6.1 Jul 07, 2026 Wealthfolio 3.6.1 is a follow-up to the big 3.6 release. It fixes add-on loading on Windows, brings the Health Center into your language, sharpens quote accuracy, and freshens up the add-on experience. ### Bug Fixes - **Add-ons load on Windows** — Add-ons were failing to load on Windows with a sandbox timeout. The sandbox framing policy has been relaxed so the app can frame its own add-on view while still blocking foreign framing (#1231). - **More accurate pricing** — Provider quotes are now prioritized over broker fallbacks for more accurate prices (#1231). - **Health Center in your language** — Health Center titles and messages now render in your selected language instead of always English (#1223). - **Add-on background theming** — The add-on sandbox background now tracks the live app theme, with no stale dark background after the app resolves its real theme (#1236). - **Fewer false price warnings** — The stale-price health warning threshold was relaxed so normal gaps between quotes no longer trigger a warning (#1235). ### Add-ons - **New sidebar icons** — A refreshed, curated set of 80 duotone add-on icons with autocomplete for developers; unknown names fall back to a default icon (#1236). - **Migration guide** — Added a v3.5 → v3.6 sandbox migration guide and an Add-on SDK 3.6.1 changelog for add-on developers (#1231, #1236). - 3.6.0 Jul 05, 2026 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). Wealthfolio is local-first and open source. A huge thank-you to our community contributors and translators — this release wouldn’t exist without you. 💛 - 3.5.3 Jun 25, 2026 Wealthfolio 3.5.3 is a polish-and-accuracy release. It adds a per-account Activities tab, holdings export, and two allocation upgrades — then works through a long list of correctness fixes across net-worth history, performance, multi-currency dashboards, CSV imports, dashboard speed, and mobile. * * * #### **Account Activities, Right Where You Need Them** - **New Activities tab** on every account detail page, reusing the familiar activity table with inline edit and delete. - **Account-scoped exploration.** Jump straight to a pre-filtered `Explore activities` view for just that account. - **Cleaner account headers.** Desktop now shows `Group › Account` and the account name opens the switcher; mobile keeps it to just the name. The redundant Holdings heading is gone, and the contribution-limit prompt only appears when a limit is actually configured. #### **Export Your Holdings** A new holdings export joins the existing data exports — get a clean snapshot of your current positions from **Settings → Exports**, available on both desktop and self-hosted web. #### **Smarter Rebalancing & Cash Classification** - **Hybrid drift bands.** Absolute tolerance bands under-correct small sleeves and over-correct large ones — a 5% target sleeve under a ±5% band can double to 10% before triggering. Hybrid bands scale each sleeve’s tolerance to its target weight with an absolute floor (default 20% relative + 1% floor). Existing absolute targets keep their behavior — no silent migration. Drift now reads in plain `%` instead of percentage points. _Thanks to @Jonjon-prog._ - **Cash as fixed income.** A high-yield savings account, Cash ISA, Livret A, or CD is economically fixed income, but it was always charted as “Cash”. You can now set an **asset-class override** on a cash account so it counts where it belongs in your allocation. _Thanks to @Jonjon-prog._ #### **A Faster, Calmer Dashboard** Dashboard performance loading was reworked to use a lightweight profile for account and group rows (while preserving true TWR for transaction-mode summaries), run with bounded parallelism, and keep prior values on screen to cut flicker. When a metric can’t be shown, the reason now links straight to the Health Center. #### **More Accurate Net Worth & History** - **Hidden accounts now count.** Hiding an account only removes it from view — it’s no longer dropped from your Total and from portfolio history (#1140 cohort). - **Split-adjusted history fixed.** Historical market value before a stock split is now valued by applying split factors to price instead of mutating past quantities, so pre-split dates no longer understate value (#1140). - **No more fake history dots.** Synthetic snapshots are no longer generated for manual, CSV, and broker-imported holdings; single-point histories render a real chart dot, and legacy synthetic snapshots are cleaned up (#1105). - **Fresher current values.** Dashboards and account headers now read from your latest holdings snapshot, quotes, and FX rather than a stale daily valuation row (#1101). #### **Performance & Currency Fixes** - **FX book cost anchored to facts.** Performance now classifies transfer boundaries explicitly and anchors FX book cost to lot-acquisition data instead of the valuation-date rate (#1119, #1142). - **No more FX rate of “1”.** Adding a provider-sourced currency pair on a weekend no longer persists a placeholder rate of 1 (#1143). - **Correct currency on the dashboard.** Foreign-currency accounts now show their own currency and total instead of being forced into your base currency, with warnings preserved (#1125). #### **Imports & Custom Providers** - **Cash-only holdings imports work.** A holdings CSV containing only `$CASH` rows no longer dead-ends at the Review Assets step (#1111, #897). - **Longer symbols allowed.** The symbol field cap is raised from 20 to 100 characters and now accepts underscores, for custom data-provider tickers (#1145). - **ISIN-only custom providers.** Custom scraper sources can resolve from an asset’s ISIN at runtime, and bond ISIN overrides saved with a symbol now resolve correctly (#1005, #1107). - **International pages no longer crash custom providers.** Fixed a UTF-8 boundary panic on CJK and emoji content. _Thanks to @zephyros-dev._ #### **Spending & Budgets** - **Real error messages** now surface when a budget group can’t be deleted, instead of a generic failure (#1130). - **Steadier spending flows.** Fixes to the mobile transaction form and period selector, event summaries that include all tagged activities, and stable user-facing broker-sync messages (#1099). #### **Mobile** - **Full-screen on iPhone.** Fixed the viewport gap that kept the app from using the full screen on iPhone (#1170). - **Native date-range picker.** The Performance tab’s custom range now opens a mobile bottom sheet instead of squeezing in the desktop popover (#1133). - **Activity filters apply.** Selecting filters in the mobile activity modal now takes effect immediately. _Thanks to @eldossjogy._ #### **Wealthfolio Connect on Linux** Cold-start Connect auth callbacks are no longer lost on Linux — deep-link startup URLs are consumed correctly and a packaged `x-scheme-handler/wealthfolio` desktop handler is registered. Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible. 💛 - 3.5.0 Jun 07, 2026 Wealthfolio 3.5.0 is one of our biggest updates yet. Two brand-new modules join the app — one to understand where your money goes, and one to keep your portfolio on target — along with a refreshed dashboard and a rebuilt performance engine. * * * #### **Track Your Spending & Budgets** A complete new way to see your cash flow, right alongside your investments. - **Categorize automatically.** Set up rules once and let Wealthfolio sort new transactions for you — or let AI suggest categories for anything left over. - **Build budgets that fit you.** Organize spending into groups, set monthly targets, carry over rollovers, and copy last month’s plan in a click. - **Mark life events.** Add events like a vacation or a home renovation to a timeline and see exactly what they cost. - **Get real insights.** A narrative, easy-to-read insights page shows where your money went, with click-through detail and full multi-currency support. - **Credit cards included.** Track credit-card spending, payments, and transfers in one place. [Learn more about Spending & Budgets →](https://wealthfolio.app/features/spending-budgets/) #### **Set Allocation Targets & Rebalance** Define your ideal portfolio and get a clear plan to reach it. - **Choose a model.** Start from built-in presets (Passive, Core-Satellite, Diversified) or build your own by region, sector, or asset type. - **See your drift.** Instantly view how far each holding has strayed from its target. - **Get a rebalance plan.** Wealthfolio suggests exactly what to buy or sell — using new cash, selling overweight positions, or a smart mix of both. Works with whole shares or fractional, your minimum trade size, and your tolerance band. - **Export and act.** Download your plan as CSV or copy it as text. [Learn more about Allocation Targets & Rebalance →](https://wealthfolio.app/features/allocation-targets-rebalance/) #### **More Accurate Performance Reporting** We rebuilt how Wealthfolio measures performance, so the numbers you see are more accurate and consistent everywhere in the app. - **True time-weighted returns.** We now calculate proper daily time-weighted return (TWR) instead of an approximation, so your performance reflects how your investments actually did — without being skewed by when you added or withdrew money. - **Your personal return, too.** A money-weighted return (IRR) shows how _you_ did, accounting for the timing and size of your own deposits and withdrawals. - **The right metric for every account.** Accounts tracked by holdings only, mixed portfolios, and individual symbols each get a return method suited to the data available — with clear notes when a metric can’t be shown. - **See what drove the change.** A full breakdown explains your period’s value change — contributions, income, realized and unrealized gains, currency effects, fees, and taxes — alongside volatility and drawdown. - **Report on any grouping.** Get these metrics for a single account, a custom portfolio, or a saved group, all calculated consistently by the same engine. [Learn more about the Performance Dashboard →](https://wealthfolio.app/features/performance-dashboard/) #### **A Refreshed Net Worth Dashboard** Your home screen got a thoughtful redesign — a richer net-worth breakdown, cleaner cards, tap-to-expand detail drawers, and a smoother mobile experience. [Learn more about Net Worth Tracking →](https://wealthfolio.app/features/net-worth-tracking/) #### **Also New** - **AI asset classification (preview)** — let AI help categorize what you hold. [Learn more about the AI Assistant →](https://wealthfolio.app/features/ai-assistant/) - **Buy & sell markers** now appear right on the stock history chart. - **Smarter broker sync**, with Trading212 improvements. #### **A Fresh Look** - New JetBrains Mono typeface and refined typography throughout. - Charts redesigned with dark-mode-safe colors. - Broad polish across the dashboard, spending, and mobile layouts. #### **Fixes & Improvements** We squashed a long list of bugs and rough edges, including liability balances showing incorrectly, options activity totals, transaction imports (now handling 12-hour AM/PM dates from Questrade), sync reliability, all-time performance figures, and many mobile-layout fixes. Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible. 💛 - 3.4.0 May 15, 2026 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”. - 3.3.0 Apr 30, 2026 Wealthfolio 3.3.0 is a big release for planning. Goals get an editorial redesign with cover cards, a save-up projection engine, and a brand-new Retirement Planner backed by a Monte Carlo Risk Lab. The AI assistant gains live access to the Health Center, an inline CSV import review grid, and persistent attachments. Symbol mapping now validates in real time per provider, custom providers can finally point at self-hosted URLs, and dozens of fixes land across activities, holdings, mobile, and device sync. * * * #### **Goals & Retirement Planning** Goals get an end-to-end redesign and a brand new retirement experience: - **Editorial dashboard** — cover cards, redesigned widget, and grouped plan sections - **Save-up projection engine** — backend-driven save-up overview with milestones, projection chart, and tax-aware funding - **Retirement Planner** — a new goals-first retirement experience with traditional vs FIRE goal types, default ages, and a not-financial-advice disclaimer - **Risk Lab** — Monte Carlo simulation (5k runs by default), stress tests, sensitivity heatmaps, and a layout-aware loading skeleton so plan inputs render before the heavy projection finishes - **Plan documentation** — collapsible plan tab sections summarising assumptions and inputs - **Backend overhaul** — new retirement simulation engine, tax bucket columns, consolidated goal migrations, and a dedicated `RetirementPlan` DTO #### **AI Assistant Improvements** - **Inline CSV import** — the assistant now infers column mappings, parse config, and symbol translations, and the app drives the parse → validate → import pipeline inline in chat using the same review grid as the manual wizard, with bulk skip / unskip / force-import actions - **Health Center tool (`get_health_status`)** — the assistant can read your portfolio’s health issues, explain what each one means, and guide you to the fix - **Cash balances tool (`get_cash_balances`)** — per-account, per-currency cash positions - **Attachments persisted across the session** — CSV, image, and PDF attachments stay available for the active session in memory, with bounded session caches and redaction of persisted CSV content - **Polished UI** — attachment chips, continuation loader, activity confirmation, compact tool-card display mode, and a redesigned tool fallback as a collapsible one-liner - **Better activity workflows** — improved record-activity prompting (account / date), expanded tool access groups, and graceful per-account handling of CSV validation failures #### **Symbol Mapping Validation** The Market Data tab now validates each symbol in real time against the selected provider — Yahoo Finance, Börse Frankfurt, and any custom provider — with a debounced spinner → green check or red error icon. `preferred_provider` is threaded through the full stack so the validation hits the exact provider configured per row, and a non-blocking toast warns if you save with invalid mappings. #### **Custom Market Data Providers** - **Redesigned editor with click-to-map** — the provider settings editor now shows a **live preview pane** of the fetched response next to your mapping fields; click any value (price, date, OHLCV, etc.) in the preview to instantly bind it to the matching field instead of typing CSS selectors or JSON paths by hand - **Self-hosted / private-network URLs** — the SSRF-style URL gate has been dropped; you can now point custom providers at `localhost`, LAN IPs, or any internal endpoint - **OHLCV mapping** — open / high / low / volume paths supported across models, storage, templates, preview, and runtime - **ISO 8601 + Excel date detection** — automatic detection of ISO datetimes and Excel day serials in scraped responses - **Preview / runtime parity** — shared browser-like headers, redirect handling, and template expansion (`{FROM}` / `{TO}` / `{currency}`) so providers that test green also work at sync time #### **Health Center** - **Negative balance details** — per-account first-negative date, cash balance, investment value, and a likely cause (missing transfer, missing buy, etc.); CASH accounts that go negative now show INFO instead of ERROR - **FX integrity affected pairs** — the detail drawer now lists each affected currency pair (e.g. EUR → USD) instead of just a count - **Timezone-aware staleness** — price staleness now uses the asset’s exchange MIC for timezone calculations #### **Activities & Transfers** - **Link existing transfer activities** — select two existing external transfers (one IN + one OUT) in the activity datagrid and click Link to retroactively pair them, with a confirmation dialog that warns on currency mismatch, amount drift > 1%, or date drift > 7 days - **Transfer unlink flow** — unlink linked transfer pairs from the activity grid with confirmation - **Transfer In cost basis edit** — editing an external Transfer In with securities now pre-populates the cost basis field instead of failing validation - **Securities transfers display** — activity grid amounts for transfers now show qty × price instead of stale stored amounts - **DRIP amount inference** — DRIP rows without an amount now compute it from price × quantity #### **Holdings & Dashboard** - **Hide expired options toggle** — global Holdings filter (and mobile filter sheet) to hide expired option holdings; expired options are also filtered out at the holdings service layer and from the assets settings view - **Top holdings widget** — now shows the top 7 holdings (up from 5), with a persisted Symbol vs Name display choice and truncation for long names - **Account snapshot history** — new history tab for account snapshots - **ISIN on asset profile** — ISIN is now shown in the About tab and editable in the General tab of the edit sheet, persisted under `metadata.identifiers.isin` without clobbering other metadata - **Dashboard performance %** — dashboard percentage now matches the account page * * * #### **Bug Fixes** - **Symbol quote currency** — fixed crypto/FX resolution for assets like BTC quoted in EUR; the resolver now respects explicit quote-currency context and recognises `CRYPTOCURRENCY` instrument labels (#814) - **Sell edit holdings** — fixed incorrect holdings warning when editing a sell (#861) - **Avg cost overwriting today’s price** — manual holdings no longer have today’s quote overwritten by avg cost (#846) - **Holding weights for expired options** — corrected weight calculation when expired options are present - **FX rate direction hint** — clarified FX rate direction in the activity form - **History chart Y-axis** — material portfolio moves keep zero-context while low-volatility ranges stay readable - **Manual activity duplicate saves** — fixed - **Mobile activity update validation** — tightened - **Mobile activity asset link guard** — fixed `hasAsset` guard on the mobile activity table - **Mobile chart drag** — chart scrubbing on asset profile, performance, and income history charts no longer triggers page swipes - **Mobile device sync pairing** — pairing dialog width fixed on mobile - **Activity asset identity edge cases** — fixed - **CSV import asset review timeout** — `preview_import_assets` and `check_activities_import` now allow up to 10 minutes for large Options imports instead of hitting the global 2-minute / 5-minute timeout - **Asset (de)activation on close/reopen** — assets are now deactivated when positions close and reactivated when they reopen, with errors propagated correctly - **Metal symbols with weight suffix** — Metal Price API now supports weight-suffixed metal symbols using the exact troy ounce constant - **AI health tool friendliness** — `get_health_status` payload simplified for LLM consumption - **Sync replay** — legacy goal and allocation payloads are migrated on sync replay; sync table rebase fixed - **FX valuation parsing** — hardened - **Connect excluded sync copy** — clarified copy for excluded Connect accounts - **Docker Compose** — fixed auth hash escaping in compose env (#865) - **AI CSV review** — hardened review grid against stale state, account validation failures, and stale import summaries; live import session caches are bounded so old tool calls cannot grow memory unbounded * * * #### **Infrastructure & Performance** - `rust-toolchain.toml` added to lock the Rust version across contributors and CI - Claude Code hooks added to run CI checks before commit / push - Decoupled retirement dashboard loading states for faster perceived responsiveness - Lighter risk-lab outcome calculations and delayed sensitivity maps - Foreground sync paused on desktop while the window is unfocused - Improved device sync liveness and pairing safety across desktop and web - Bumped to version 3.3.0 - 3.2.0 Apr 02, 2026 Wealthfolio 3.2.0 lets you fetch price data from any website with custom scraper-based providers and ships a substantially rebuilt CSV import wizard with ISIN support, encoding detection, and many new mapping features. This release also adds income filtering by account, AI file attachments, and a long list of market data, valuation, and UI fixes. * * * #### **Custom Market Data Providers (Scrapers)** Fetch price data from any website or JSON API. Define custom scraper-based providers with CSS selectors or JSON paths to pull quotes from sources not covered by built-in providers. Assign custom providers to individual assets or use them as exchange rate sources. Full CRUD management UI in Market Data settings. Includes SSRF protection, redirect blocking, and provider priority ordering. [Learn more →](https://wealthfolio.app/docs/guide/custom-providers/) #### **Revamped CSV Import** The CSV import wizard has been substantially rebuilt: - **ISIN support** — resolve assets by ISIN, not just ticker symbols - **Non-UTF-8 encoding detection** — automatically transcodes files in other encodings - **Fallback columns** — map multiple CSV columns to a single field with priority - **Sign inference** — automatically detect buy/sell from signed amounts - **Skip rows** — mark individual rows to skip before importing - **Per-row force import** — bypass duplicate detection for specific rows - **Subtype display** — see activity subtypes (DRIP, etc.) during review - **Grouped template selector** — templates organized by broker - **Smart defaults** — auto-switch template when changing accounts - **Concurrent symbol resolution** — significantly faster asset lookups - **Currency-aware resolution** — correctly resolves exchange suffixes for non-USD assets - **Event-driven validation** — real-time feedback as you map columns - **Mark Custom assets** — mark individual or all unresolved symbols as custom assets during import - **Asset review step for holdings import** — review and resolve unrecognized assets before importing holdings CSV data #### **Income Page Improvements** - **Account filter** — filter income history by account, with mobile-friendly drawer - **“By Account” stacked chart** — new chart view showing income broken down by account - Improved stacked bar chart rendering and Y-axis scaling #### **AI Assistant Enhancements** - **File attachments** — attach CSV, images, and PDF files to your AI conversations - **History windowing** — prevents context overflow in long conversations - Vision capability gating for image analysis * * * #### **Market Data Improvements** - **Boerse Frankfurt provider rewrite** — rebuilt using TradingView UDF API for more reliable German market data - **Metal Price API historical quotes** — precious metals now have full price history, not just spot prices - **Aquis Exchange (XAQE)** added to the exchange registry - **MarketData.app real-time supplement** — current-day candles now include the latest real-time price - **BF fallback for ISIN-only equities** — assets with only an ISIN and no exchange MIC can now resolve via Boerse Frankfurt - **Periodic market data sync scheduler** — quotes refresh automatically on a schedule - **Relaxed Yahoo rate limits** — burst of 10 requests, up to 2,000/min for faster syncs - Renamed “Refetch quotes” to “Refetch price history” in asset tables for clarity * * * #### **Bug Fixes** - **Expired options handling** — expired options now show zero valuation with a UI badge; added a confirm action for expiry - **OCC options** — fixed duplicate asset creation when selling OCC options; corrected fallback key format and match priority - **Valuation accuracy** — fixed days being skipped when an asset has partial quote coverage; restored full-gap skip while allowing partial gaps - **Dashboard** — correct performance display for accounts with negative start value; exclude null-return accounts from group weighted-average; fixed nested account rows always showing a secondary metric line - **Contribution limits** — internal transfers from outside a limit’s scope now correctly count as contributions; page is now responsive on mobile - **DRIP dividends** — added price and quantity fields to dividend form for DRIP subtype - **Broker-synced accounts** — fixed chart marker clicks and holdings editing - **Net worth** — fall back to display code when asset name is empty - **Fallback quotes** — fixed income amounts being incorrectly used as asset prices - **Precious metals** — restored proper domain split between market metals and physical precious metals - **Future activities** — allow future manual activity dates on web - **Duplicate menu item** — removed duplicate “Check for update” menu entry - **Activity notes** — fixed missing serde alias for notes field on activity updates - **CSV import price reconciliation** — correctly reconcile unit price when CSV amount disagrees with qty × price - **Migration cleanup** — added safeguards to prevent incorrect deletion of broker quotes during income quote cleanup - **Custom scraper errors** — custom scraper failures no longer mask real provider errors - **Activity grid amounts** — correctly compute amount as qty × price for DRIP and asset-backed activity subtypes; rounded auto-computed amounts - **DataGrid column visibility** — column visibility toggle now applies without requiring a page reload - **Import asset resolutions** — new-asset resolutions now carry forward correctly; fixed stale mapping overwrites - **Duplicate badge styling** — duplicates now show a warning badge instead of error; removed placeholder TICKER text - **Mobile charts** — fixed chart scrubbing interactions and interval selector sizing on mobile * * * #### **Infrastructure & Performance** - Node.js upgraded from 20 to 24 LTS - Concurrent symbol resolution during import (up to 10 parallel lookups) - Deduplicated provider quote-currency lookups during validation and sync - Improved Docker deployment auth setup documentation - Addon archive path traversal security fix - DataGrid re-rendering fix when columns change dynamically - 3.1.0 Mar 14, 2026 Wealthfolio 3.1.0 expands the app beyond stocks, ETFs, crypto, and funds — you can now track options contracts, bonds (including US Treasuries), precious metals, futures, and money market instruments. This release also introduces device sync via Wealthfolio Connect and a wave of AI assistant, charting, and UI improvements. * * * #### **New Asset Types: Options, Bonds & Precious Metals** - **Options** — Track option positions with proper contract multiplier handling, OCC symbol resolution, and automatic expiry detection. Options are visually tagged in your securities list. - **Bonds** — Full bond support with dedicated market data providers (US Treasury Direct, Börse Frankfurt, OpenFIGI). Bond metadata is displayed on asset detail cards. CUSIP-to-ISIN auto-conversion is built in. - **Precious Metals** — Add and track physical metal holdings. - All new asset types work with CSV import — just include the instrument type column. #### **AI Assistant Improvements** - **Bulk record activities** — The AI assistant can now add multiple transactions at once. - **Edit messages** — You can now edit previous messages in the AI chat thread. #### **Device Sync (Wealthfolio Connect)** Sync your portfolio data across devices with the new pairing flow. Scan a QR code to link devices and keep your data in sync. #### **New Features** - **Create Security dialog** — Manually add custom securities directly from the app. - **1-Day chart interval** — New “1D” option in time period selectors for intraday views. - **Split price actions** — “Update Price” (latest only) and “Refresh History” (full history) are now separate actions, giving you more control. - **Auto-classify assets** — Instrument type and asset class are automatically set when you create or import an asset. - **Download progress** — App updates now show a progress bar. - **PWA support** — Add Wealthfolio to your home screen on iOS and Android with proper app icons. - **Bond & option detail cards** — Asset detail pages now show relevant metadata for bonds and options. #### **Fixes & Improvements** - Performance chart now respects your selected date range correctly. - Manual quotes are properly carried forward during incremental portfolio valuation. - **Dark mode** — Login screen, OTP input, and popover styling all render correctly in dark mode. - **iPad** — Links and touch interactions now work properly. - Window state is remembered between app launches. - **Chart styling** — Smoother gradient transitions with red/green zero-crossing coloring. - **Date handling** — Fixed off-by-one day errors when parsing date-only strings. - **Health Center** — Better detection of missing exchange rates (checks holdings too), and sync errors are now surfaced clearly. - **Responsive tables** — Account holdings table adapts to smaller screens. - Expired options are automatically skipped during price sync. - **Addon loading** — Fixed manifest parsing for addon plugins. - **Deep link auth** — Fixed on Windows and Linux via single-instance plugin. - **Session handling** — Sliding refresh prevents session expiry during active use. - **Crash fix** — Invalid currency codes no longer crash the number formatter. - **Toast notifications** — Fixed close button overlap and description color. - **Broker cards** — Renamed “Synced X ago” to “Data as of” for clarity. - Various performance and stability improvements under the hood. - 3.0.5 Mar 06, 2026 v3.0.5 preserves cost basis on internal securities transfers, cleans up stale snapshots, and delivers a more polished mobile experience across the app. ### Highlights - **Cost basis preservation on transfers** — Internal transfers between accounts now carry over tax lots, so your original cost basis is preserved instead of being reset. - **Stale snapshot cleanup** — Deleting the last activity for an account now correctly removes orphaned snapshots. - **Improved mobile experience** — Numerous UI refinements across sheets, search inputs, ticker selection, quote history, and asset lots for a more polished mobile app. ### Bug Fixes - **Cost basis / transfers** — Internal securities transfers now carry over lot-level cost basis, preserving your original purchase price across accounts. - **Snapshots** — Stale snapshots are now cleaned up when the last activity in an account is deleted. - **Activity form** — Fixed error handling in form submission and corrected asset ID logic. - **Custom asset dialog** — Fixed manual asset creation from the activity data grid. - **Alternative assets** — Name and notes are now included when updating alternative asset metadata. (#675) - **Wealthfolio Connect** — Disabled auto-refresh token and streamlined session restoration logic from the backend. - **Wealthfolio Connect** — Added default environment variables for the Connect provider. ### Features - **Interest activities** — Symbol is now optional on interest activities, allowing you to track interest earned on specific securities. ### Mobile / UI - **Ticker search** — Redesigned selected state and made the activity sheet full-width on mobile. - **Search input** — Unified search input style across the holdings and securities pages. - **Sheet component** — Improved safe area handling, padding, and close button positioning. - **Quote history** — Enhanced mobile layout with pagination and inline editing. - **Asset lots** — Added a mobile-responsive card layout for the lots list. - 3.0.4 Mar 05, 2026 v3.0.4 brings portfolio filters, persistent table sorting, better crypto precision, stronger security, and important updates for self-hosters. ### What’s New - **Securities portfolio filter** — The securities list now defaults to showing only your currently held assets. Switch between “Current” and “Past” holdings to find what you need faster. - **Persistent table sorting** — Your sorting preferences on data tables are now remembered across sessions. (#671) - **Better crypto precision** — Increased decimal precision from 6 to 8 digits, so fractional crypto holdings (e.g. 0.00012345 BTC) are tracked accurately. - **Search activities by notes** — You can now search your activities using text from the notes field. (#662) - **AI provider feedback** — Adding or removing AI API keys now shows clear success/error notifications. - **Smarter update checks** — Update checks are cached to avoid redundant network calls, with a manual “force refresh” option. (#663) ### Security Improvements - **Stronger session security** — Login sessions now use secure, HttpOnly cookies instead of browser-stored tokens, protecting against common web attacks like XSS. - **Login rate limiting** — Login attempts are limited to 5 per minute per IP address to prevent brute-force attacks. - **Stricter CORS policy** — Wildcard origins (`*`) are no longer allowed when authentication is enabled. You must specify your exact allowed origin. - **Improved secret key handling** — Encryption keys are now derived using industry-standard HKDF-SHA256. Existing secrets are migrated automatically on startup — no action needed. ### Bug Fixes - **AI assistant** — Fixed Ollama model selection so the chosen model always matches what’s available. Also fixed `/v1` URL handling that caused 405 errors. (#665) - **Keyboard shortcuts** — The search shortcut in the sidebar now shows the correct key for your platform (Cmd+K on Mac, Ctrl+K on Windows/Linux). (#670) - **Performance chart** — Improved chart width and disabled animation on mobile for smoother rendering. - **Sheet layout** — Fixed padding on sheet overlays for better visual spacing. - **Timezone settings** — Simplified timezone detection by removing the confusing auto-detected field. - **Device sync pairing** — Improved snapshot handling and UI updates during the device pairing flow. - **Cloud sync sessions** — Sessions are now automatically restored on page reload, so you don’t need to re-authenticate as often. ### For Self-Hosters (Docker / Web Mode) #### Breaking Changes 1. **CORS wildcard no longer allowed with auth** — If `WF_AUTH_PASSWORD_HASH` is set, you must set `WF_CORS_ALLOW_ORIGINS` to an explicit origin (e.g. `https://wealthfolio.example.com`). 2. **Auth required on non-loopback addresses** — Binding to `0.0.0.0` now requires either `WF_AUTH_PASSWORD_HASH` to be set, or `WF_AUTH_REQUIRED=false` to explicitly opt out (e.g. when a reverse proxy handles auth). 3. **OpenAPI schema moved** — Now served at `/api/v1/openapi.json` (requires authentication when auth is enabled). #### New Environment Variable | Variable | Default | Description | | --- | --- | --- | | `WF_AUTH_REQUIRED` | `true` | Set to `false` to run without authentication on non-loopback addresses (e.g. behind a reverse proxy) | #### What to Do - **Docker Compose users**: Set `WF_CORS_ALLOW_ORIGINS` to your actual domain in your `.env.docker` or `compose.yml`. If you run without auth behind a reverse proxy, add `WF_AUTH_REQUIRED=false`. Review the updated `compose.yml` and `README.md`. - **Reverse proxy users**: Ensure your proxy preserves `Cookie` and `Set-Cookie` headers for `/api` paths. The session cookie uses `SameSite=Strict` and `Path=/api`. - **SSE / frontend clients**: EventSource connections now authenticate via cookie (`withCredentials: true`). Query-param token passing has been removed. - 3.0.3 Mar 03, 2026 v3.0.3 brings several bug fixes improving quote synchronization reliability, asset validation, timezone handling, activity search, and mobile usability. ### Bug Fixes - **Quote sync:** Disabled the split syncing step in quote synchronization due to unreliable data from Yahoo - **Asset validation:** Skip validation for existing assets in ensure\_assets by @kwaich in #658 - **Timezone:** Fix warning thrown if time zone differs from browser despite them being the same (#655) - **Activity search:** Fix search in Activities page not recognizing ticker symbols (#629) - **Activity Sheet:** Add close button on mobile - 3.0.1 Mar 02, 2026 v3.0.1 brings enhanced asset management with FX settings, timezone support, improved broker connections, and several bug fixes. ### Enhanced Asset Management - New FX settings tab for managing foreign exchange assets - Better symbol handling for complex stock symbols with unknown suffixes - Improved custom asset creation with keyboard support - Optimize portfolio updates by @geordie ### Activity Management - Optimize portfolio updates by @geordie - On the activities page, persist filter, sort and search state across navigation by @geordie - Duplicate activity detection now prevents accidental duplicates with clear error messages - Idempotency keys ensure imported activities don’t get duplicated - Add splits on price syncs for accurate portfolio performance history by @geordie - Fix reverse split ratio display by @geordie ### Timezone Support - New timezone settings page in General settings - Timezone sent with health checks for accurate date handling - Health warnings for invalid timezone configuration ### Bulk Holdings - Enhanced bulk holdings form with asset metadata suggestions ### Wealthfolio Connect: Device Syncing - Improved device connection interface with clearer pairing instructions - Unpaired devices now see helpful prompts to complete setup ### Wealthfolio Connect: Improved Broker Connections - Support for different tracking modes (holdings-only vs full sync) - Better error messages when sync fails (now shows which broker had issues) - Token lifecycle management — tokens automatically refresh before expiring ### Bug Fixes - **Cross-currency trades:** Fixed cash balance issues when trading foreign currencies with a known exchange rate - **CSV imports:** Fixed withdrawals being incorrectly recorded (negative amounts were double-negated) - **Activity forms:** Currency now auto-selects properly when choosing an account - **Symbol search:** Better handling of complex stock symbols and quote currency detection - **Account switch:** Added confirmation dialog when switching between account modes ### Developer - New addon migration guide (v2 to v3) ([https://github.com/wealthfolio/wealthfolio/blob/main/docs/addons/addon-migration-guide-v2-to-v3.md](https://github.com/wealthfolio/wealthfolio/blob/main/docs/addons/addon-migration-guide-v2-to-v3.md)) - feat(sdk): Add toast API and Yahoo dividends endpoint for addons by @kwaich - 3.0.2 Mar 02, 2026 v3.0.2 fixes device sync after pairing and improves date/time handling robustness. ### Bug Fixes - **Device sync:** Fix device sync after pairing — improvements to sync logic and date/time handling robustness - 3.0.0 Feb 24, 2026 Wealthfolio 3.0 is a major update that transforms the app from a pure investment tracker into a complete personal wealth manager with a built-in AI assistant. * * * #### **Net Worth Tracking** Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your full financial picture. A dedicated Net Worth page shows your total wealth over time with an interactive chart, a balance sheet breakdown by category, and alerts when any asset’s valuation is getting stale. #### **AI Assistant** Ask questions about your portfolio in plain English. The built-in AI assistant can look up your holdings, performance, income, goals, and allocation — and answer follow-up questions in context. You can also tell it to record transactions (“Buy 20 AAPL at 240 yesterday”) or paste CSV data directly into the chat to import. Bring your own API key from OpenAI, Anthropic, Google AI, Groq, OpenRouter, or run models locally with Ollama. **You stay in control.** Your data never leaves your device unless you explicitly choose a cloud-based AI provider — and even then, only the data you allow. You decide which tools the assistant can access (accounts, holdings, activities, performance, etc.), so it only sees what you want it to see. No data is stored on any external server; the AI has no memory between sessions beyond your conversation threads. #### **Wealthfolio Connect Integration** Wealthfolio 3.0 integrates with Wealthfolio Connect, a separate service for syncing brokerage data and keeping your devices in sync. You can connect supported brokers through Connect and sync data across your setup with less manual importing. Learn more at [https://wealthfolio.app/connect/](https://wealthfolio.app/connect/). #### **Smarter Portfolio Breakdowns** Portfolio allocation is now powered by a rich classification system. Assets are automatically tagged by asset class, industry sector (GICS), geographic region, instrument type, and risk category — with full drill-down support. Interactive donut charts let you click into any segment to explore what’s inside. If you had sector or country data in v2, a one-click migration brings it forward. #### **Redesigned CSV Import** Importing transactions is now a guided step-by-step wizard. The app auto-detects column mappings, lets you remap activity types and ticker symbols, and shows a side-by-side preview of your CSV alongside the mapping. Save your mapping profiles per account so repeat imports are instant. A separate import flow is available for holding snapshots. #### **New Activity Forms** Manual entry is now faster and easier with redesigned activity forms. Create buys, sells, dividends, fees, transfers, and other activity types with cleaner inputs, smarter defaults, and inline validation to catch errors before saving. The forms are optimized for quick keyboard-driven entry while still giving you full control over account, asset, price, quantity, and date details. #### **Spreadsheet Activity Editor** Edit your activities like a spreadsheet. Navigate with arrow keys and Tab, copy and paste cells or entire rows, search inline with Ctrl+F, and bulk-save all your changes at once. The toolbar shows a live summary of new, updated, and deleted rows before you commit. #### **Two Ways to Track Accounts** Not every account has a full transaction history. Wealthfolio now supports two tracking modes: - **Complete Transactions** — the classic approach where holdings are calculated from your buy/sell activity ledger. - **Holding Snapshots** — enter or import your current positions directly, ideal for accounts like employer 401(k)s, pensions, or external platforms where you only know your balances. The entire app — charts, imports, editing — adapts to whichever mode you choose. #### **Health Center** A new diagnostics page that automatically checks your data for issues: stale prices, missing exchange rates, unclassified holdings, data inconsistencies, and unconfigured accounts. Each issue is ranked by severity and shows how much of your portfolio it affects. Most problems can be fixed with a single click. #### **More Reliable Market Data** The market data engine has been rebuilt with support for multiple providers — Yahoo Finance, Finnhub, Alpha Vantage, MarketData.app, and Metal Price API. If one provider fails or is rate-limited, Wealthfolio automatically falls back to the next. You can configure provider priority, manage API keys, enable or disable providers in settings, and set a preferred provider for individual assets when the default choice isn’t giving you the best results. #### **Interactive Chart Markers** Account history charts now show clickable markers on dates where you recorded transactions or snapshots. Click a marker to see exactly what happened that day in a sidebar. #### **Asset Page** Each asset now has a full profile page showing your holdings across all accounts, tax lots, price history, and classification tags. For alternative assets like property or vehicles, you can maintain a manual valuation history and link related liabilities (e.g., a mortgage tied to a property). #### **Under the Hood** - Cleaner codebase architecture with a monorepo structure and modular Rust crates. - Many bug fixes, performance improvements, and stability enhancements throughout the app. - 2.1.0 Dec 01, 2025 v2.1 brings flexible navigation options, a top holdings widget for the dashboard, and updates to the addon development workflow. This release also improves currency handling for stocks priced in minor units and addresses several bugs regarding imports and mobile scrolling. ### Major Features #### Navigation Layouts You can now choose between a Sidebar or a Floating Bottom Navigation Bar. A new **“Focus Mode”** allows you to hide the navigation bar entirely. Use Command+K or the Search Icon to trigger the switch. #### Dashboard Updatess Added a **Top Holdings widget** and improved navigation within the holdings table. Fixed the page flicker when we toggle show or hide monetary amounts. #### Ticker Searchh Support added for custom symbols with manual data sources. The ticker search now handles truncation and empty results more effectively. #### Exchange Rate Managementt Users can now delete and edit exchange rates directly. We also added normalization between minor and major currencies (e.g., GBp to GBP) to correctly handle stocks listed in minor units (pence). #### Mobile Adjustmentss Fixed scrolling issues on swipeable pages and adapted the App Launcher layout for mobile screens. #### Quick Actions - Quick actions for Buy and Sell are now available directly within the Asset and Holding views. - Add transaction button is now available in the account page ### UI/UX Enhancements - **Splash Screen:** Added a splash screen to replace the blank page during application startup. - **Fix Scroll:** Fixes a bug where the scroll position was maintained between different pages by resetting the scroll when navigating. - **App Launcher:** Added “Recents” to the command palette for quicker access to previous items. - **Account Summary:** The summary now displays the total value in the account’s specific currency. - **Empty States:** Added a direct “Add Holding” button when the holdings table is empty. ### Platform + Codebase Upgrades - **Addon Workflow:** Updated documentation for addon development (Tauri and browser-only) and APIs. - **Build System:** Switched from `npm` to `pnpm` for addons development scripts. - **Testing:** Refactored E2E tests to better cover multi-currency onboarding (CAD, USD, EUR, GBP). ### Technical Fixes & Improvements - **Bulk Import:** Fixed an issue where bulk imports would default to USD instead of the asset’s native currency. - **Securities Filters:** Fixed a bug where deleting a security would reset active list filters. - **Addon Display:** Fixed a bug where refreshing an addon URL would show the source code instead of the UI. - **Database Restore:** Fixed a visual glitch where the success message appeared multiple times. - **Search API:** Added documentation for `activities.search` filters and pagination.code instead of the UI. - **Database Restore:** Fixed a visual glitch where the success message appeared multiple times. - **Search API:** Added documentation for `activities.search` filters and pagination. - 2.0.0 Nov 21, 2025 Big milestone. v2 ships a full-stack revamp, new platform targets, and a workflow upgrade across the board. ## Major Features #### Mobile App (iOS/Android) + Desktop Appp Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations. #### Self-Hosted Docker Imagee First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup. #### Spreadsheet-Style Activity Editorr A fast grid-based editor for activity management. Supports bulk edits and deletes. #### Command+K App Launcherr A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus. #### Improved Onboardingg Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users. #### Switch Accounts From Account Sectionn Quick account switching directly inside the account pages. No more backing out to the dashboard. #### System Theme Supportt Automatic light/dark theme selection based on OS settings, with manual override. #### CSV Quote Importt Import prices and historical quotes directly from CSV files. Useful for custom or unsupported tickers. ## UI/UX Enhancements - Full UI and styling refresh across the application - Better spacing, sizing, typography, and component consistency - Updated layout patterns to align with modern app UX ## Platform + Codebase Upgrades - Updated to latest versions of all major frameworks and libraries - Internal refactors to improve maintainability and consistency - Many code cleanups, improvements, and reliability fixes ## Technical Fixes & Improvements - Encode Yahoo API queries to handle special characters ([#391](https://github.com/wealthfolio/wealthfolio/pull/391)) - Use nonnegative() for quantity validation across asset types ([#404](https://github.com/wealthfolio/wealthfolio/pull/404)) - Quotes import functionality added ([#378](https://github.com/wealthfolio/wealthfolio/pull/378)) - Docker docs and config improvements ([#422](https://github.com/wealthfolio/wealthfolio/pull/422)) - Web server enhancements ([#419](https://github.com/wealthfolio/wealthfolio/pull/419), [#421](https://github.com/wealthfolio/wealthfolio/pull/421)) - Sonner notification system customization ([#420](https://github.com/wealthfolio/wealthfolio/pull/420)) - Minor bug fixes ([#426](https://github.com/wealthfolio/wealthfolio/pull/426)) - 1.2.0 Aug 22, 2025 ## 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](https://www.npmjs.com/package/@wealthfolio/addon-sdk) - SDK for developing Wealthfolio add-ons - [@wealthfolio/ui](https://www.npmjs.com/package/@wealthfolio/ui) - Shared UI component library built on shadcn/ui and Tailwind CSS - [@wealthfolio/addon-dev-tools](https://www.npmjs.com/package/@wealthfolio/addon-dev-tools) - Development tools with hot reload server and CLI - [Developer Documentation](https://wealthfolio.app/docs/addons/) 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 - 1.1.6 Jul 24, 2025 ## What’s Changed ### Market Data Providers - Support for alternative market data providers beyond Yahoo Finance - Enhanced flexibility for market data sources and improved data reliability ### Account Management - Manual cash balance updates for individual accounts - Streamlined account management with direct cash balance adjustments - Improved account overview and balance tracking ### Bug Fixes and Improvements - Fixed typos in goals page for improved user interface clarity - Preserved original activity timestamps when updating instead of resetting to 4 PM - Resolved manual activity overflow display issues with long activity entries - Fixed app version display in the about menu - Implemented secure API key management using platform-specific storage: - macOS: Keychain integration - Windows: Credential Manager support - Linux: DBus-based Secret Service and kernel keyutils ### Technical Enhancements - Enhanced security architecture with proper API key management - Improved activity timestamp handling and preservation - Better user interface stability and error handling - Strengthened data security and storage mechanisms **Full Changelog**: [v1.1.5…v1.1.6](https://github.com/wealthfolio/wealthfolio/compare/v1.1.5...v1.1.6) - 1.1.5 Jun 28, 2025 ## What’s Changed ### Import and Transaction Management - Bulk transaction imports across multiple accounts for streamlined data entry - Enhanced CSV import process with improved validation and error handling - Clearer activity form requirements with better field guidance - Simplified workflow for managing transactions across different account types ### Currency and Formatting - Specialized handling for British Pence (GBp) currency with proper formatting - Improved currency display consistency throughout the application - Better international currency support and formatting standards ### Symbol and Data Handling - Fixed symbol routing issues for symbols containing forward slashes - Improved quote creation process for manually entered symbols - Enhanced symbol parsing and validation mechanisms - Better handling of complex symbol names and identifiers ### User Interface Improvements - Fixed fullscreen toggle behavior for smoother window transitions - Enhanced window management with more reliable state transitions - Improved overall user experience with better visual feedback ### Technical Enhancements - Strengthened CSV import validation with comprehensive error reporting - Enhanced form validation for activity creation and editing - Improved symbol management and quote handling systems - Better data integrity checks and validation processes **Full Changelog**: [v1.1.4…v1.1.5](https://github.com/wealthfolio/wealthfolio/compare/v1.1.4...v1.1.5) - 1.1.4 Jun 16, 2025 ## What’s Changed ### Date and Time Management - Fixed date picker input calendar functionality for improved date selection - Added new date range options: 6 months, year-to-date, and 5 years - Enhanced time period analysis capabilities with more flexible date ranges - Better date handling and validation throughout the application ### User Interface Enhancements - Account scrolling support in manual activity forms for easier navigation - Multi-line display for sector and country allocation in asset profile pages - Improved readability with better space utilization for allocation data - Privacy mode now properly hides total return calculations when amounts are hidden ### Account and Portfolio Management - Added proper currency handling for accounts without valuations - Fixed portfolio total calculations after activity deletions - Corrected portfolio totals when accounts are removed - Enhanced data consistency across account management operations ### Calculations and Data Accuracy - Implemented fallback to last known quotes when daily quotes are unavailable - Fixed percentage calculation accuracy throughout the application - Resolved issues with manual quote editing functionality - Improved data reliability and calculation precision ### Technical Improvements - Enhanced error handling for edge cases and exceptional scenarios - Better data consistency validation and maintenance - Improved calculation accuracy for financial metrics - Strengthened data integrity checks across the application **Full Changelog**: [v1.1.3…v1.1.4](https://github.com/wealthfolio/wealthfolio/compare/v1.1.3...v1.1.4) - 1.1.3 May 24, 2025 ## What’s Changed ### Currency and Display Improvements - Fixed currency breakdown charts to properly utilize base currency settings - Improved holdings chart displays with cleaner and more accurate value representation - Corrected total cash balance calculations and display by currency - Enhanced multi-currency portfolio support and visualization ### Goals and Progress Tracking - Fixed goal progress display to show correct decimal precision - Improved goal tracking accuracy and visual representation - Enhanced progress calculation reliability - Better goal achievement monitoring and reporting ### Database and Performance Optimizations - Implemented write actor pattern to prevent database lock issues - Enhanced database reliability under concurrent operations - Improved performance for multi-user scenarios - Better error handling for database operations ### Holdings and Portfolio Management - Fixed dividend income calculation errors affecting monthly summaries - Resolved holdings list limitations that prevented proper sorting after updates - Corrected date label issues in dividend income reports - Enhanced portfolio data accuracy and consistency ### Technical Enhancements - Strengthened database operation reliability and performance - Improved calculation accuracy for financial metrics - Enhanced data consistency validation across the application - Better error handling and recovery mechanisms **Full Changelog**: [v1.1.2…v1.1.3](https://github.com/wealthfolio/wealthfolio/compare/v1.1.2...v1.1.3) - 1.1.2 May 20, 2025 ## What’s Changed This update focuses on stability improvements, enhanced currency handling, and better user guidance for data imports. ### Stability and Crash Fixes - Fixed critical startup crash when database or its folder was missing - Improved application robustness during initialization - Enhanced error handling for missing or corrupted data files - Better startup reliability across different system configurations ### Currency Handling Improvements - Charts now include comprehensive currency information for accurate data representation - Enhanced multi-currency portfolio support with better currency indicators - Improved currency display consistency across all chart types and views - Better handling of currency conversions and exchange rate data ### Import Documentation and Guidance - Clarified requirements for amount fields during the import process - Added comprehensive documentation for new activity types: ADD\_HOLDING and REMOVE\_HOLDING - Provided direct links to detailed import documentation and guides - Enhanced user experience with clearer error messages and guidance ### Performance and Reliability - Optimized Yahoo Finance data batch size to prevent rate limiting issues - Reordered window plugin initialization for smoother application startup - Enhanced data fetching reliability and error recovery - Improved overall application performance and responsiveness ### Technical Enhancements - Better error handling for missing database scenarios - Improved startup sequence and initialization processes - Enhanced documentation system with better user guidance - Strengthened data validation and integrity checks **Full Changelog**: [v1.1.1…v1.1.2](https://github.com/wealthfolio/wealthfolio/compare/v1.1.1...v1.1.2) - 1.1.1 May 19, 2025 ## What’s Changed ### Market Data and API Improvements - Upgraded Yahoo Finance API to version 4.0 for enhanced data reliability and stability - Reduced market data fetching batch size to 3 to prevent rate limiting issues - Improved data retrieval consistency and error handling - Enhanced overall data fetching performance and reliability ### Window Management and User Experience - Added support for remembering window size and position between application sessions - Improved user experience with persistent window preferences and settings - Better window state management across different screen configurations - Enhanced application behavior when switching between multiple monitors ### Data Processing Enhancements - Improved decimal parsing with better handling of scientific notation formats - Enhanced numerical data accuracy throughout the application - Better data validation and processing for financial calculations - Improved handling of edge cases in numerical data parsing ### Code Quality and Performance - Comprehensive code improvements focused on performance and maintainability - Enhanced overall application stability and error handling - Improved memory management and resource utilization - Better error recovery and graceful degradation mechanisms ### Technical Improvements - Strengthened API integration with Yahoo Finance for better reliability - Enhanced data validation and processing throughout the application - Improved error handling for network and data processing operations - Better performance optimization and resource management **Full Changelog**: [v1.1.0…v1.1.1](https://github.com/wealthfolio/wealthfolio/compare/v1.1.0...v1.1.1) - 1.1.0 May 15, 2025 ## Highlights | Area | What’s New | | --- | --- | | **Onboarding** | Streamlined first-run flow for quicker setup. | | **Activity Management** | • **Import Wizard** for CSV • Spreadsheet-style editable grid • Expanded activity types & forms • **Duplicate** action for rapid entry | | **Dashboard** | • Period **Gain/Loss & Return** auto-update • Hover for contribution chart • Historical valuations now use daily FX rates | | **Accounts** | • Period Gain/Loss & Return • New metrics: **TWR, MWR, Volatility, Max Drawdown** | | **Holdings** | • Cleaner charts • “Value by Currency” & “Holdings by Account” views • Click a chart slice to filter the list • Account-level or portfolio-wide filters | | **Symbols** | Calculates lots and shows quote-history table | | **Performance** | Fixed TWR/MWR; now also shows Volatility & Max Drawdown | | **Contribution Limits** | Optional start/end dates for contribution room | | **Settings** | Manual market-data refresh and full re-fetch | * * * ## IMPORTANT This is a major version that includes significant refactoring and improvements to the calculations service and backend logic. Please back up your database (Settings -> Export) before updating. - 1.0.24 Jan 22, 2025 ## What’s New ### Manual Price Entry for Unsupported Assets - Manual price entry capability for assets not supported by automated data feeds - New History tab on symbol pages for viewing price history and enabling manual price updates - Enhanced support for custom assets and securities without market data - Comprehensive price management for manual portfolio tracking ### Holdings List Enhancements - Cash amount display showing available balances by currency for better portfolio overview - Customizable column selection allowing users to show or hide specific data fields - Currency toggle functionality to switch between asset currency and base currency displays - Improved portfolio visualization with flexible viewing options ### User Interface Improvements - Enhanced responsiveness and performance across holdings management interfaces - Better data organization with customizable display options - Improved navigation and accessibility for portfolio management features - Streamlined user experience for complex portfolio operations ### Technical Enhancements - Improved manual data entry workflows with better validation and error handling - Enhanced currency handling and conversion display systems - Better customization capabilities for portfolio views and data presentation - Strengthened data integrity for manually entered price information **Full Changelog**: [v1.0.23…v1.0.24](https://github.com/wealthfolio/wealthfolio/compare/v1.0.23...v1.0.24) - 1.0.23 Jan 12, 2025 ## New Features and Improvements ### Visual Design Overhaul - Introduced the new Flexoki color palette creating a warmer, more inviting visual experience - Enhanced overall user interface design with improved color harmony and accessibility - Better visual cohesion throughout the application with carefully selected color schemes - Improved readability and visual appeal across all interface elements ### Custom Asset Classification - Users can now update and customize asset classes for better investment organization - Enhanced flexibility in classifying custom stocks and investment types according to personal preferences - Improved portfolio organization capabilities with user-defined categorization systems - Better tracking and analysis of investments based on custom classification schemes ### Interest Activities Enhancement - Added fee input support for interest activities enabling comprehensive cost tracking - Better recording of all costs associated with interest-bearing investments and activities - Enhanced financial tracking accuracy with detailed fee and expense management - Improved overall activity recording with more granular financial data ### Composition Chart Enhancements - Toggle functionality between daily return and total return views for deeper portfolio insights - Enhanced analytical capabilities allowing users to switch perspectives on portfolio performance - Better visualization tools for understanding portfolio behavior over different time periods - Improved decision-making support with multiple view options for performance analysis ### Stock Symbol Information - Expanded stock quote data including Open, Close, High, Low, Adjusted Close, and Volume - More comprehensive stock information available directly within the application - Enhanced research capabilities with detailed market data at your fingertips - Better investment analysis support with complete price and volume information ### Portfolio History Management - Automatic historical data recalculation when portfolio updates are made - Enhanced accuracy and consistency in portfolio tracking across all time periods - Better data integrity maintenance with automatic recalculation processes - Improved reliability of historical performance analysis and reporting **Full Changelog**: [v1.0.22…v1.0.23](https://github.com/wealthfolio/wealthfolio/compare/v1.0.22...v1.0.23) --- # Supported Brokerages | Wealthfolio Connect Source: https://wealthfolio.app/connect/brokerages/ Wealthfolio Connect # Supported brokerages Browse the 38+ institutions you can sync with Wealthfolio. Connections are read-only and secured by our partner aggregator. All🇺🇸US🇨🇦CA🇪🇺Europe🇦🇺AU🇮🇳IN 38 brokerages ![Fidelity US](https://assets.wealthfolio.app/images/brokerage-logos/fidelity.png) [Fidelity US](https://wealthfolio.app/portfolio-tracker/fidelity/) OAuth - Data updates once daily (morning ET) ![Robinhood](https://assets.wealthfolio.app/images/brokerage-logos/robinhood.png) [Robinhood](https://wealthfolio.app/portfolio-tracker/robinhood/) OAuth ![Schwab](https://assets.wealthfolio.app/images/brokerage-logos/schwab.png) [Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) OAuth ![E\*Trade](https://assets.wealthfolio.app/images/brokerage-logos/etrade.jpg) [E\*Trade](https://wealthfolio.app/portfolio-tracker/etrade/) OAuth ![Webull US](https://assets.wealthfolio.app/images/brokerage-logos/webull.jpg) [Webull US](https://wealthfolio.app/portfolio-tracker/webull/) OAuth ![Public](https://assets.wealthfolio.app/images/brokerage-logos/public.png) [Public](https://wealthfolio.app/portfolio-tracker/public/) OAuth ![Interactive Brokers](https://assets.wealthfolio.app/images/brokerage-logos/interactive-brokers-flex.png) [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) API Token ![Trading212](https://assets.wealthfolio.app/images/brokerage-logos/trading212.png) [Trading212](https://wealthfolio.app/portfolio-tracker/trading-212/) API Token ![tastytrade](https://assets.wealthfolio.app/images/brokerage-logos/tastytrade.png) [tastytrade](https://wealthfolio.app/portfolio-tracker/tastytrade/) OAuth ![Coinbase](https://assets.wealthfolio.app/images/brokerage-logos/coinbase.jpg) [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) OAuth ![Kraken](https://assets.wealthfolio.app/images/brokerage-logos/kraken.png) [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) API Token - No cost basis for holdings ![Wealthsimple](https://passiv-brokerage-logos.s3.ca-central-1.amazonaws.com/Wealthsimple-logo-square.png) [Wealthsimple](https://www.wealthsimple.com/en-ca/product/trade/) Login Credentials ![AJ Bell](https://assets.wealthfolio.app/images/brokerage-logos/aj-bell.jpg) [AJ Bell](https://www.ajbell.com/) Login Credentials ![Chase](https://assets.wealthfolio.app/images/brokerage-logos/chase.png) [Chase](https://wealthfolio.app/portfolio-tracker/chase/) OAuth ![Upstox](https://assets.wealthfolio.app/images/brokerage-logos/upstox.png) [Upstox](https://wealthfolio.app/portfolio-tracker/upstox/) OAuth - No transaction history ![Wells Fargo](https://assets.wealthfolio.app/images/brokerage-logos/wells-fargo.png) [Wells Fargo](https://wealthfolio.app/portfolio-tracker/wells-fargo/) OAuth - No transaction history - Stock holdings only ![CommSec](https://assets.wealthfolio.app/images/brokerage-logos/commsec.jpg) [CommSec](https://www.commsec.com/au) Login Credentials - No transaction history ![Bux](https://assets.wealthfolio.app/images/brokerage-logos/bux.jpg) [Bux](https://getbux.com/) Login Credentials - No transaction history ![Empower](https://assets.wealthfolio.app/images/brokerage-logos/empower.png) [Empower](https://wealthfolio.app/portfolio-tracker/empower/) OAuth - No transaction history - Mutual fund holdings only ![eToro](https://assets.wealthfolio.app/images/brokerage-logos/etoro.png) [eToro](https://wealthfolio.app/portfolio-tracker/etoro/) OAuth - No transaction history ![Moomoo](https://assets.wealthfolio.app/images/brokerage-logos/moomoo.jpg) [Moomoo](https://wealthfolio.app/portfolio-tracker/moomoo/) OAuth - Buy/Sell transactions only ![Questrade](https://assets.wealthfolio.app/images/brokerage-logos/questrade-unofficial.png) [Questrade](https://wealthfolio.app/portfolio-tracker/questrade/) OAuth ![Webull Canada](https://assets.wealthfolio.app/images/brokerage-logos/webull-canada.jpg) [Webull Canada](https://wealthfolio.app/portfolio-tracker/webull-canada/) OAuth ![TD Direct Investing](https://assets.wealthfolio.app/images/brokerage-logos/td-direct-investing.png) [TD Direct Investing](https://authentication.td.com/uap-ui/?consumer=easyweb&locale=en_CA#/uap/login) Login Credentials - Last 90 days of transactions only ![DEGIRO](https://assets.wealthfolio.app/images/brokerage-logos/degiro.png) [DEGIRO](https://wealthfolio.app/portfolio-tracker/degiro/) Login Credentials ![Trading212 Practice](https://assets.wealthfolio.app/images/brokerage-logos/trading212-practice.png) [Trading212 Practice](https://www.trading212.com/) API Token ![Zerodha](https://assets.wealthfolio.app/images/brokerage-logos/zerodha.png) [Zerodha](https://wealthfolio.app/portfolio-tracker/zerodha/) OAuth - Buy/Sell transactions only ![Alpaca Paper](https://assets.wealthfolio.app/images/brokerage-logos/alpaca-paper.png) [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) OAuth ![Stake Australia](https://assets.wealthfolio.app/images/brokerage-logos/stakeaus.png) [Stake Australia](https://hellostake.com/au) Login Credentials ![Binance](https://assets.wealthfolio.app/images/brokerage-logos/binance.png) [Binance](https://binance.com/) API Token - No cost basis for holdings - Buy/Sell transactions only ![Transamerica](https://assets.wealthfolio.app/images/brokerage-logos/transamerica.png) [Transamerica](https://wealthfolio.app/portfolio-tracker/transamerica/) OAuth ![TIAA](https://assets.wealthfolio.app/images/brokerage-logos/tiaa.png) [TIAA](https://wealthfolio.app/portfolio-tracker/tiaa/) OAuth ![Edward Jones](https://assets.wealthfolio.app/images/brokerage-logos/edward-jones.png) [Edward Jones](https://wealthfolio.app/portfolio-tracker/edward-jones/) OAuth ![Citi](https://assets.wealthfolio.app/images/brokerage-logos/citi.png) [Citi](https://wealthfolio.app/portfolio-tracker/citi/) OAuth ![PNC](https://assets.wealthfolio.app/images/brokerage-logos/pnc.png) [PNC](https://wealthfolio.app/portfolio-tracker/pnc/) OAuth ![U.S. Bank](https://assets.wealthfolio.app/images/brokerage-logos/us-bank.png) [U.S. Bank](https://wealthfolio.app/portfolio-tracker/us-bank/) OAuth ![CIBC Investor's Edge](https://assets.wealthfolio.app/images/brokerage-logos/cibc.jpg) [CIBC Investor's Edge](https://www.investorsedge.cibc.com/) Login Credentials - No transaction history ![BMO InvestorLine](https://assets.wealthfolio.app/images/brokerage-logos/bmo.jpg) [BMO InvestorLine](https://www.bmoinvestorline.com/) Login Credentials - No transaction history ### Don't see your brokerage? We're always adding more institutions. Let us know which broker you'd like to see and we'll prioritize it. [Request a brokerage](https://wealthfolio.app/contact-us/)[Back to Connect](https://wealthfolio.app/connect/) Connections are powered by [SnapTrade](https://snaptrade.com/), a SOC 2 Type II certified aggregator. --- # Wealthfolio Connect | Sync Banks, Brokerages & Devices Source: https://wealthfolio.app/connect/ Now Live # Wealthfolio Connect Sync your brokerage accounts. Data stays on your device. [Sign up to Connect](https://connect.wealthfolio.app/) [Supported brokers](https://wealthfolio.app/connect/brokerages/) ## Why Connect exists Wealthfolio launched local-first on purpose. Your data stays in a local database on your device. "I love it. Now let me sync my broker." — The most common request since launch Wealthfolio Connect is our answer. It keeps Wealthfolio local-first, and adds the convenience layer as an optional subscription. We partnered with [SnapTrade](https://snaptrade.com/), a SOC 2 Type II certified aggregator, for secure account connections. [Learn more](https://wealthfolio.app/connect/learn-more/) | [Supported brokers](https://wealthfolio.app/connect/brokerages/) ## Automation without giving up control ### Automatic Brokerage sync Sync accounts and transactions into your local Wealthfolio database automatically. ### Shared household view Share selected accounts with your household and see an aggregated view. You choose what is shared. ### Device sync Keep your Wealthfolio database in sync across devices with end-to-end encryption. ### Plus upgrades Licensed market data and an AI provider included. Less setup, more consistency. Plus Only ## Sync across devices Keep your Wealthfolio database in sync across all your devices with true end-to-end encryption. Your data is encrypted before it leaves your device. End-to-end encrypted ### End-to-end encrypted Data is encrypted on your device before syncing. We never see it. ### Keys stay with you Encryption keys never leave your devices. ### All your devices Desktop, mobile, and self-hosted setups. ## Honest about your data Connect is a bridge, not a vault. Three parties are involved, and here is exactly who touches what. ### Where your broker login and data live When you link a broker, authentication is handled through our aggregator partner ([SnapTrade](https://snaptrade.com/)). With OAuth, you sign in on the brokerage website and your credentials stay there. When OAuth is unavailable, the required credentials or API keys go directly to SnapTrade over an encrypted connection and are stored there encrypted—never by Wealthfolio. SnapTrade is a SOC 2 Type II certified provider. It maintains the connection and processes the account data the broker returns. Connect only receives that data to pass it through to your device, and the web portal displays it live from their API. We never receive your login or persistently store your financial data. ### What Wealthfolio Connect stores - Encrypted aggregator connection tokens - Account IDs and sync preferences - Device info (name, platform) for sync - E2E encrypted sync data (unreadable to us) - Audit logs (actions only, no financial data) ### What Wealthfolio Connect never stores - Your broker login credentials - Transaction history - Holdings or positions - Account balances - Performance or analytics data [Learn how it works](https://wealthfolio.app/connect/learn-more/) · [Supported brokers](https://wealthfolio.app/connect/brokerages/) ## Pricing AI runs on your local data. Connect does not store your portfolio. Monthly Yearly ### Basic Device sync only $3.99 /mo $3.25/mo billed yearly One person. Keep your Wealthfolio data synced across devices. - 1 person - Device sync only - Up to 6 devices - No broker connections [Sign up to Wealthfolio Connect](https://connect.wealthfolio.app/) ### Essentials For individual investors $7.99 /mo $6.58/mo billed yearly One person. Sync accounts and keep your data in sync across devices. - 1 person - Up to 5 institution connections - Daily sync - AI: Bring Your Own Key [Sign up to Wealthfolio Connect](https://connect.wealthfolio.app/) ### Duo For couples $12.99 /mo $10.75/mo billed yearly Shared household view, plus device sync. Share only what you choose. - 2 people - Up to 12 institution connections - Shared household view - AI: Bring Your Own Key [Sign up to Wealthfolio Connect](https://connect.wealthfolio.app/) Coming soon ### Plus Portfolio Intelligence Wealthfolio already tracks your wealth. Plus helps you understand what matters. $24.99 /mo $20.75/mo billed yearly - Personalized Portfolio Briefs - News and events relevant to your holdings - Earnings, fundamentals, and dividend insights - Analyst estimates and earnings-call summaries - AI portfolio assistant — no API key required - Licensed market intelligence - Everything in Duo Private by design: your portfolio stays under your control. Plus provides information and analysis—not investment advice. Notify me You're on the list! We'll be in touch. All plans include automatic daily sync and connection management. [See supported institutions](https://wealthfolio.app/connect/brokerages/) ### Not ready? Get product updates. New features, important fixes, and major Wealthfolio releases. Email address Subscribe You're subscribed. We'll only email you for important Wealthfolio updates. Occasional product updates. Unsubscribe anytime. ## Frequently asked questions ### Which brokers are supported? We partner with [SnapTrade](https://snaptrade.com/), a SOC 2 Type II certified aggregator. Popular supported brokerages include: [Fidelity](https://snaptrade.com/brokerage-integrations/fidelity-api), [Public](https://snaptrade.com/brokerage-integrations/public-api), [Robinhood](https://snaptrade.com/brokerage-integrations/robinhood-api), [Webull](https://snaptrade.com/brokerage-integrations/webull-api), and [E\*Trade](https://snaptrade.com/brokerage-integrations/etrade-api). Check their [full supported brokerages list](https://wealthfolio.app/connect/brokerages/) to see if your institution is available. ### Does Connect store my financial data? No. Your financial data lives in your local Wealthfolio database. Connect does not store transactions, holdings, balances, or portfolio history. It flows from the aggregator through Connect to your device, and the web portal displays it live from the aggregator API. ### Where do my broker credentials go? Straight to our aggregator partner ([SnapTrade](https://snaptrade.com/)), never to Wealthfolio. SnapTrade is SOC 2 Type II certified and holds the secure connection to your broker so your accounts can stay in sync. We only keep an encrypted token to trigger the sync, and never see your login. ### Is Connect required? No. Wealthfolio works without it. Connect is an optional add-on for users who want automatic syncing, device sync, and enhanced data features. ### What is Licensed market data? It is professional-grade licensed pricing and history. With the free app you can use Yahoo Finance or other providers with your own APIs Keys (BYOK). Plus includes licensed data. ### What is Shared household view? Share selected accounts with your household and see combined totals. Anything you do not share stays private. ### If I cancel, do I lose my data? No. Your local Wealthfolio database stays on your device. Sync stops, but all your existing data remains accessible. ### Where can I read the details? The [privacy section](https://wealthfolio.app/connect/#privacy) explains data flow and what we store. Visit [Learn More](https://wealthfolio.app/connect/learn-more/) for a detailed explanation of how Connect works. ## Ready to get started? Create your account and start syncing your brokerage accounts. [Sign up to Wealthfolio Connect](https://connect.wealthfolio.app/) [Or keep using Wealthfolio with manual import](https://wealthfolio.app/) --- # How Wealthfolio Connect Works | Learn More Source: https://wealthfolio.app/connect/learn-more/ [Back to Connect](https://wealthfolio.app/connect/) # How Wealthfolio Connect Works Wealthfolio Connect provides two key features: syncing your brokerage accounts and keeping your devices in sync. Here's how each works. ## Brokerage Connect Sync your financial accounts automatically Your Device Local database Data stays here ![Wealthfolio Connect](https://wealthfolio.app/_astro/app-logo-rounded.u9hvJFRV.png) Connect Aggregators Brokerages Banks Crypto About Aggregators We use [SnapTrade](https://snaptrade.com/), a SOC 2 Type II certified financial data aggregator, to connect to your brokerages. With OAuth, your brokerage credentials remain with the broker. When OAuth is not available, **SnapTrade stores the required brokerage credentials or API keys encrypted**. Wealthfolio Connect never receives them. When you connect an account, you're authorizing SnapTrade to access the approved data, which we then fetch and deliver to your device. [SnapTrade Privacy Policy](https://snaptrade.com/privacy-policy) · [Terms of Use](https://snaptrade.com/terms-of-use) ### How it works 1 #### Connect your account SnapTrade, our SOC 2 Type II certified partner aggregator, hosts the connection flow. OAuth logins happen on the brokerage website; SnapTrade stores non-OAuth credentials encrypted when a broker requires them. Wealthfolio never receives your login details. 2 #### Aggregator fetches your data The aggregator retrieves your account information, holdings, and transactions from your financial institution. 3 #### Connect delivers to your device Wealthfolio Connect fetches the data from the aggregator and sends it directly to the Wealthfolio app on your device. 4 #### Stored locally Your portfolio data is saved in your local database on your device, not on our servers. Daily syncs keep it up to date. ## Device E2E Sync Keep your devices in sync with end-to-end encryption End-to-end encrypted True End-to-End Encryption Your data is encrypted on your device before it's sent, and only your other linked devices can decrypt it. We cannot read your synced data, even if we wanted to. The encryption keys never leave your devices. ### How it works 1 #### Link your devices Pair your devices by scanning a QR code or entering a pairing code. This establishes a secure connection between them. 2 #### Data encrypted on device Before any data leaves your device, it's encrypted with keys that only your linked devices possess. 3 #### Encrypted transfer The encrypted data passes through Connect. We cannot read it. Only your devices have the decryption keys. 4 #### Decrypted on arrival Your other device receives the encrypted data and decrypts it locally. Your portfolio stays in sync across all devices. ## Your Privacy What we store and what stays on your device ### What we store Encrypted connection tokens Secure tokens from SnapTrade (not your credentials) that let us fetch data on your behalf. Stored with envelope encryption. Account IDs & sync preferences Provider account identifiers and your preferences like which accounts to sync. No account names or metadata. Device info for sync Device name and platform (e.g., "MacBook Pro", "macOS") to identify your linked devices. E2E encrypted sync data Encrypted blobs that pass through our servers during device sync. We cannot read this data—only your devices can. Audit logs Records of actions (connections added/removed, devices linked) for security. No financial data is logged. ### What we never store Your login credentials Wealthfolio never receives or stores them. OAuth credentials stay with the brokerage; when a broker requires non-OAuth credentials, SnapTrade stores them encrypted. Transaction history Broker activity is processed in transit during synchronization but is not persistently stored on Wealthfolio servers. Your imported history is stored on your device. Holdings & positions Holdings are processed in transit during synchronization but are not persistently stored on Wealthfolio servers. Your portfolio database remains on your device. Account balances Balances pass through the Connect service during synchronization but are not persistently stored on Wealthfolio servers. Performance & analytics Returns, gains/losses, and all portfolio analytics are computed and stored locally. **Bottom line:** Your financial data lives on your device. We only store the minimum needed to make the sync service work. ## You're in Control Disconnect or revoke access anytime Remove a broker connection Go to Broker Connections in the app and click Remove on any connection. Unlink a device Go to Settings > Devices and unpair any device you no longer want synced. Delete your account Contact us and we'll remove all your data from our servers. Removing a connection stops syncing from that source. Any data already on your device stays until you delete it from Wealthfolio. ## Still have questions? Check out our FAQ or read the full privacy policy. [View FAQ](https://wealthfolio.app/connect/#faq) [Privacy Policy](https://wealthfolio.app/connect/legal/privacy-policy/) --- # Privacy Policy | Wealthfolio Connect Source: https://wealthfolio.app/connect/legal/privacy-policy/ # Privacy Policy **Last Updated: July 10, 2026** Wealthfolio Connect is a cloud service operated by Teymz Inc. (“we,” “us,” or “our”) that provides brokerage account connections and device synchronization for the [Wealthfolio app](https://wealthfolio.app/). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use the Wealthfolio Connect service (“Service”). This policy supplements the [Wealthfolio Privacy Policy](https://wealthfolio.app/legal/privacy-policy/), which covers the desktop application. By using our Service, you agree to the collection and use of information in accordance with this policy. * * * ## Our Local-First Philosophy Wealthfolio Connect is built on a **local-first architecture**. This means: - **Your portfolio database stays local.** Your financial data, portfolio holdings, and transaction history live in a local database on your machine. Brokerage data retrieved through Connect passes securely through our Service to that local database; we do not maintain a cloud copy of your plaintext portfolio database. - **Device sync is end-to-end encrypted.** If you enable device sync, encrypted copies of your sync data are stored on our servers. The data is encrypted on your device before upload, and we cannot read the payloads. - **We store only what’s necessary.** Beyond those unreadable encrypted payloads, Wealthfolio Connect stores connection settings and device metadata, not a plaintext copy of your financial dataset. - **If our servers go down, your data is still yours.** You retain full access to your locally-stored data regardless of cloud availability. This approach minimizes our data footprint while maximizing your control and privacy. * * * ## 1\. Information We Collect ### 1.1 Account Information When you create an account, we collect: - **Email address** - for authentication and communication - **Full name** - for personalization and display - **Avatar URL** - if provided via social login - **Password** - securely hashed and stored (for email/password authentication) ### 1.2 Profile and Preferences We collect user preferences including: - Locale and language settings - Timezone (with optional auto-sync) - Date and time format preferences ### 1.3 Team and Household Data For household collaboration features: - Team name and logo - Team email and billing email - Country and base currency - Member roles and invitation status ### 1.4 Brokerage Connection Data When you connect brokerage accounts via our integration partner (SnapTrade): - **Authorization tokens** - encrypted with AES-256-GCM encryption - **Brokerage provider name and identifier** - **Connection status** (connected/disconnected) - **Last synchronization timestamp** **Important:** We deliberately minimize the financial data we store. Account metadata, holdings, and transaction details are retrieved on-demand from your brokerage provider and synced to your Wealthfolio app. This data is not persistently stored on our servers. Only connection identifiers and user preferences are retained. ### 1.5 Device Information For multi-device synchronization: - Device ID, name, and platform (iOS, Mac, Windows, Linux) - App version and operating system version - Device trust status - Last activity timestamp Data synchronized between your devices is **end-to-end encrypted on your device before upload**. We store only the encrypted payloads and cannot read their contents. ### 1.6 Payment Information Payment processing is handled by Stripe. We store: - Stripe customer ID and subscription ID - Subscription plan and billing period - Payment status We do **not** store credit card numbers, bank account details, or other sensitive payment credentials. This information is processed and stored exclusively by Stripe. ### 1.7 BYOK (Bring Your Own Key) Data On Connect Essentials and Connect Duo plans, you may provide your own API keys for third-party services: - **AI Provider Keys** (e.g., OpenAI, Anthropic) - for AI-powered insights - **Market Data Provider Keys** (e.g., data feed providers) - for real-time market data **Important:** BYOK API keys are stored locally on your device, not on our servers. We do not have access to your third-party API keys or the data you retrieve using them. Your interactions with these third-party services are governed by their respective privacy policies. ### 1.8 Market Data (Connect Plus) On Connect Plus plans, we provide licensed market data: - **Market Data:** We provide access to licensed market data feeds. This data is retrieved on-demand and cached temporarily for performance. ### 1.9 Usage and Log Data We automatically collect: - IP address (from request headers) - User agent (browser/device information) - Actions performed within the Service (audit logs) - Timestamps of activities - Success/failure status of operations * * * ## 2\. How We Use Your Information We use collected information to: - **Provide and maintain the Service** - authenticate users, connect brokerage accounts, sync data across devices - **Process payments** - manage subscriptions and billing - **Provide market data (Connect Plus)** - deliver licensed market data feeds for your portfolio - **Communicate with you** - send transactional emails, service updates, and security alerts - **Improve our Service** - analyze usage patterns, fix bugs, develop new features - **Ensure security** - detect fraud, prevent abuse, maintain audit trails - **Comply with legal obligations** - respond to legal requests, enforce our terms **Note on BYOK plans:** On Connect Essentials and Connect Duo, AI insights and market data are processed locally using your own API keys. We do not collect or process this data. * * * ## 3\. Data Sharing and Third-Party Services We share data with the following third-party service providers who assist in operating our Service: ### 3.1 Supabase (Authentication & Database) - **Purpose:** User authentication, database hosting - **Data shared:** User credentials (hashed), profile information - **Location:** United States - **Privacy Policy:** [supabase.com/privacy](https://supabase.com/privacy) ### 3.2 Stripe (Payment Processing) - **Purpose:** Subscription billing, payment processing - **Data shared:** Email, team ID, billing information - **Location:** United States - **Privacy Policy:** [stripe.com/privacy](https://stripe.com/privacy) ### 3.3 SnapTrade (Brokerage Connection) - **Purpose:** Connect to brokerage accounts and retrieve financial data on our behalf - **Data shared:** User ID, authorization tokens (encrypted) - **Data SnapTrade processes:** When you link a brokerage, you provide your brokerage login directly to SnapTrade — we never receive it. Where your brokerage supports OAuth, no credentials are stored; otherwise SnapTrade stores your credentials encrypted (AWS KMS). SnapTrade retrieves your account data (holdings, balances, transactions) and passes it through our Service to your device. - **Deletion:** When you disconnect a brokerage or delete your account, we delete the corresponding connection and user at SnapTrade - **Location:** Canada (SnapTrade may process data in the United States and other countries — see their privacy policy) - **Certification:** SOC 2 Type II - **Privacy Policy:** [snaptrade.com/privacy-policy](https://snaptrade.com/privacy-policy) · [Security overview](https://snaptrade.com/security) ### 3.4 Resend (Email Delivery) - **Purpose:** Transactional email delivery - **Data shared:** Email addresses, user names - **Location:** United States - **Privacy Policy:** [resend.com/legal/privacy-policy](https://resend.com/legal/privacy-policy) ### 3.5 Cloudflare (Hosting & Security) - **Purpose:** API hosting, CDN, DDoS protection - **Data shared:** Request data, IP addresses - **Location:** Global edge network - **Privacy Policy:** [cloudflare.com/privacypolicy](https://cloudflare.com/privacypolicy) ### 3.6 Market Data Providers (Connect Plus Only) - **Purpose:** Provide licensed market data feeds - **Data shared:** Data requests, subscription tier - **Note:** On BYOK plans (Essentials/Duo), you interact directly with your chosen data provider We do **not** sell your personal information to third parties. * * * ## 4\. Data Security We implement industry-standard security measures to protect your data: ### 4.1 Encryption - **In Transit:** All data transmitted between your device and our servers is encrypted using TLS/HTTPS - **At Rest:** Sensitive credentials (brokerage API tokens) are encrypted using AES-256-GCM with envelope encryption - **Key Management:** Encryption keys are stored in Cloudflare Secrets Store, separate from data - **End-to-End Encryption:** Data synced between your devices is encrypted on your device with XChaCha20-Poly1305 before upload, and we store only the encrypted payloads. Device pairing uses an X25519 key exchange confirmed by a short verification code you check on both devices ### 4.2 Authentication Security - JWT-based authentication with secure token verification - Constant-time comparison for webhook signature validation - Bearer token validation for API requests ### 4.3 Access Controls - Role-based access control (team owner/member) - Per-user data isolation - Audit logging for security-relevant actions ### 4.4 Infrastructure Security - Cloudflare Workers secure runtime environment - Database connection pooling via Cloudflare Hyperdrive - HTTP security headers enabled ### 4.5 Breach Notification If a data breach affects your personal information, we will notify affected users and, where required, the relevant supervisory authorities without undue delay and in accordance with applicable law. * * * ## 5\. Data Retention We retain your data as follows: - **Account data:** Retained while your account is active. When you delete your account, associated data is deleted within 30 days, except where longer retention is required for legal compliance - **Audit logs:** Retained for 12 months for security and compliance purposes - **Encrypted credentials:** Deleted immediately upon disconnecting a brokerage account - **Encrypted device-sync payloads:** Retained while your account is active to support synchronization (we cannot read them), and deleted with your account - **Payment records:** Retained as required by tax and financial regulations - **Market data cache:** Temporary caching for performance; automatically purged * * * ## 6\. Your Rights Depending on your jurisdiction, you may have the following rights: ### 6.1 Access and Portability - View your personal data through the Wealthfolio app - Request a copy of your data in a portable format - Access your activity history and audit logs ### 6.2 Correction - Update your profile information at any time - Modify your preferences and settings ### 6.3 Deletion - Delete your account and all associated data - Account deletion cascades to all related data (teams, connections, audit logs) - We also delete your data from third-party integrations (SnapTrade user deletion) ### 6.4 Objection and Restriction - Object to processing of your data for certain purposes - Request restriction of processing in certain circumstances To exercise these rights, please contact us at the email provided below. * * * ## 7\. Cookies and Tracking Our Service uses minimal cookies and tracking: - **Essential cookies:** For authentication session management - **No advertising cookies:** We do not use third-party advertising trackers - **No cross-site tracking:** We do not track your activity across other websites - **Website analytics:** Our website (wealthfolio.app) uses privacy-friendly, cookieless analytics (Simple Analytics and Cloudflare Web Analytics) to measure aggregate page traffic. These do not identify you or follow you across sites. * * * ## 8\. International Data Transfers Your information may be transferred to and processed in countries other than your country of residence, including the United States and Canada, where our service providers are located. Where required, these transfers are protected by appropriate safeguards such as Standard Contractual Clauses (SCCs) and, for providers certified under it, the EU–U.S. Data Privacy Framework. * * * ## 9\. Children’s Privacy Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take steps to delete it. * * * ## 10\. Changes to This Policy We may update this Privacy Policy from time to time. We will notify you of any changes by: - Posting the new Privacy Policy on this page - Updating the “Last Updated” date We encourage you to review this page periodically. For material changes, we may provide additional notice (such as an in-app notice or email). If a change involves collecting, using, or sharing your personal information for a materially new purpose or with a new category of third party, we will seek your consent where required by law before doing so. * * * ## 11\. Contact Us If you have questions about this Privacy Policy or our data practices, please contact us: **Teymz Inc.** **Email:** [contact@wealthfolio.app](mailto:contact@wealthfolio.app) * * * ## 12\. Jurisdiction-Specific Disclosures ### 12.1 California Residents (CCPA/CPRA) The California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies only to businesses that meet certain size or data-volume thresholds. To the extent the CCPA applies to us, California residents have the following rights: - Right to know what personal information is collected and how it is used and shared - Right to correct inaccurate personal information - Right to delete personal information - Right to opt out of the sale or sharing of personal information - Right to limit the use of sensitive personal information - Right to non-discrimination for exercising these rights We have not sold or shared personal information as defined by the CCPA in the preceding 12 months, and we do not use sensitive personal information for purposes beyond providing the Service. To exercise these rights, contact us at the email address in Section 11. ### 12.2 European Economic Area and United Kingdom Residents (GDPR / UK GDPR) If you are in the EEA or the UK, our legal bases for processing your data include: - **Contract:** To provide you with our Service - **Consent:** Where you have given explicit consent - **Legitimate interests:** For security, fraud prevention, and service improvement You have the right to lodge a complaint with your local data protection authority. ### 12.3 Canadian Residents (PIPEDA / Quebec Law 25) Teymz Inc. is a Canadian company incorporated in Ontario. We handle personal information in accordance with Canada’s _Personal Information Protection and Electronic Documents Act_ (PIPEDA) and applicable provincial privacy laws, including Quebec’s _Act respecting the protection of personal information in the private sector_, as modernized by Law 25 (formerly Bill 64). - **Consent:** We collect, use, and disclose your personal information with your consent or as otherwise permitted by law. - **Access and correction:** You may request access to the personal information we hold about you and ask us to correct it. - **Cross-border transfers:** As described in Section 8, your information may be stored or processed outside Canada (including in the United States) by our service providers. We take steps to ensure it receives a comparable level of protection. - **Complaints:** You may raise a privacy concern using the contact details in Section 11, and you have the right to lodge a complaint with the Office of the Privacy Commissioner of Canada or, for Quebec residents, the Commission d’accès à l’information du Québec. **Person responsible for the protection of personal information:** Under Quebec’s Law 25, this role is held by the person with the highest authority in our organization. You can reach them with any privacy question at [contact@wealthfolio.app](mailto:contact@wealthfolio.app). --- # Terms of Use | Wealthfolio Connect Source: https://wealthfolio.app/connect/legal/terms-of-use/ # Terms of Use **Last Updated: July 10, 2026** Welcome to Wealthfolio Connect. These Terms of Use (“Terms”) govern your access to and use of the Wealthfolio Connect service, including our APIs and related services (collectively, the “Service”). Wealthfolio Connect is a cloud service operated by Teymz Inc. that enables brokerage account connections and device synchronization for the [Wealthfolio app](https://wealthfolio.app/). These Terms supplement the [Wealthfolio Terms of Use](https://wealthfolio.app/legal/terms-of-use/), which govern related Teymz-operated services and proprietary materials. By accessing or using the Service, you agree to be bound by these Terms. Please read these Terms carefully before using the Service. If you do not agree to these Terms, you may not access or use the Service. * * * ## 1\. Definitions - **“Teymz Inc.,” “we,” “us,” or “our”** refers to Teymz Inc., a corporation incorporated in Ontario, Canada, and operator of the Service. - **“Wealthfolio Connect”** or **“Service”** refers to the cloud service providing brokerage connections and device synchronization. - **“Wealthfolio app”** refers to the desktop and iOS application for personal investment tracking that uses Wealthfolio Connect. - **“You” or “User”** refers to the individual accessing or using the Service. - **“Team”** refers to a household or group account that may include multiple members. * * * ## 2\. Eligibility To use the Service, you must: - Be at least 18 years of age - Have the legal capacity to enter into binding contracts - Not be prohibited from using the Service under applicable laws - Provide accurate and complete registration information * * * ## 3\. Account Registration ### 3.1 Account Creation To access the Service, you must create an account by providing: - A valid email address - Your full name - A secure password (for email/password authentication) You may also register using third-party authentication providers (such as Google or Apple). ### 3.2 Account Security You are responsible for: - Maintaining the confidentiality of your account credentials - All activities that occur under your account - Immediately notifying us of any unauthorized access or security breach We are not liable for any loss or damage arising from your failure to protect your account credentials. ### 3.3 One Person Per Account Each account is for a single individual. You may not share your account credentials with others. Teams and households should use our team features to grant access to additional members. * * * ## 4\. Service Description Wealthfolio Connect is a supporting cloud service for the Wealthfolio app that provides: - **Brokerage account connections** through our integration partner (SnapTrade) - **Multi-device synchronization** with end-to-end encryption - **Household collaboration** features for sharing account access across family members Portfolio tracking, performance analysis, and investment data visualization are provided by the Wealthfolio app, not this Service. Please refer to the [Wealthfolio Terms of Use](https://wealthfolio.app/legal/terms-of-use/) for terms governing the app. ### 4.1 Third-Party Integrations The Service relies on third-party providers to deliver certain functionality: - **SnapTrade** for brokerage account connections - **Stripe** for payment processing - **Supabase** for authentication and related data storage Your use of these integrated services is also subject to their respective terms and policies. In particular, by connecting a brokerage account through the Service, you agree to SnapTrade’s end-user terms and privacy policy. We are not responsible for the acts, omissions, availability, or performance of these third-party providers. ### 4.2 Beta and Pre-Release Features Some features may be identified as beta, preview, “coming soon,” or otherwise pre-release (for example, multi-device sync or newly introduced plans). These features are provided on an “as is” basis for evaluation, may be changed, suspended, or withdrawn at any time without notice, and are not part of any committed service level or paid guarantee. We are not liable for any issues arising from your use of beta or pre-release features. ### 4.3 No Financial Advice **The Service is for data synchronization purposes only.** We do not provide: - Investment advice or recommendations - Tax, legal, or financial planning advice - Buy, sell, or hold recommendations for any securities You should consult with qualified professionals before making financial decisions. We are not responsible for any investment decisions you make. * * * ## 5\. Subscription Plans and Billing ### 5.1 Subscription Tiers We offer several subscription plans (currently Connect Basic, Connect Essentials, and Connect Duo). The current plans, features, connection and device limits, and pricing are described on our [Connect pricing page](https://wealthfolio.app/connect/#pricing). The plan limits, features, and price shown at checkout when you subscribe (or change plans) are the ones that apply to your subscription; we will provide reasonable notice of material changes to them. **Important Notes:** - Wealthfolio stays free and local-first. Connect is optional. Cancel anytime—your local database stays on your device. - Each plan includes a stated maximum number of institution connections and devices, intended for normal personal or household use. We may throttle runaway refresh loops and abuse (see Section 5.3). Pricing and features are subject to change. We will provide reasonable advance notice of material price increases affecting your current plan. ### 5.2 BYOK (Bring Your Own Key) On Connect Essentials and Connect Duo plans, we do not charge for AI insights or market data because you use your own third-party accounts (such as OpenAI, Anthropic, or market data providers). This keeps your monthly cost low while giving you control over your data providers. ### 5.3 Fair Use Policy We reserve the right to throttle or limit accounts that exhibit automated or excessive usage patterns (such as programmatic access or extremely high refresh rates) to ensure service quality for all users. ### 5.4 Billing - Subscriptions are billed in advance on a monthly or annual basis - All prices are stated in United States dollars (USD) unless otherwise indicated - Payment is processed through Stripe - You authorize us to charge your payment method for subscription fees - All fees are exclusive of applicable taxes unless stated otherwise ### 5.5 Automatic Renewal - Subscriptions automatically renew at the end of each billing period (monthly or annual) at the then-current price for your plan, unless you cancel before the renewal date - We will charge your payment method on file for each renewal - You can cancel auto-renewal at any time in your billing settings (see Section 5.7) - Where required by law, we will send you advance notice before an annual subscription renews ### 5.6 Free Trial - New users may be eligible for a free trial period - At the end of the trial, your subscription will automatically convert to a paid plan unless you cancel - You may be required to provide payment information to start a trial ### 5.7 Cancellation - You may cancel your subscription at any time through the billing settings - Cancellation takes effect at the end of the current billing period - No refunds are provided for partial billing periods - Upon cancellation, you retain access until the end of your paid period ### 5.8 Refund Policy - Refunds are generally not provided for subscription fees - In cases of billing errors or exceptional circumstances, please contact us at [contact@wealthfolio.app](mailto:contact@wealthfolio.app) - We reserve the right to issue refunds at our sole discretion ### 5.9 Statutory Withdrawal Rights - If you are a consumer in the European Union, the United Kingdom, or another jurisdiction that grants a statutory right of withdrawal, you have the right to withdraw from your subscription within the statutory period (14 days in the EU and UK) after subscribing, without giving a reason. - If you ask us to begin providing the Service during the withdrawal period and then withdraw, you will owe a proportionate amount for the service provided up to the time you notified us, and we will refund the remainder of what you paid. - To exercise a withdrawal right, contact us at [contact@wealthfolio.app](mailto:contact@wealthfolio.app). - Nothing in this Section limits any mandatory statutory rights you have as a consumer under the laws of your country of residence. * * * ## 6\. Acceptable Use ### 6.1 Permitted Use You may use the Service only for: - Connecting your own brokerage accounts to the Wealthfolio app - Synchronizing data across your devices - Sharing account access with household members - Lawful purposes consistent with these Terms ### 6.2 Prohibited Conduct You agree NOT to: - Use the Service for any illegal purpose or in violation of any laws - Attempt to gain unauthorized access to the Service or its systems - Interfere with or disrupt the Service or its infrastructure - Reverse engineer, decompile, or disassemble the Service - Scrape, crawl, or use automated means to access the Service without permission - Share your account credentials with others - Impersonate any person or entity - Use the Service to transmit malware, viruses, or harmful code - Circumvent any security measures or access controls - Connect brokerage accounts that you do not own or have authority to access - Use the Service for commercial purposes not expressly authorized ### 6.3 Enforcement We may, at our sole discretion: - Remove or disable access to any content that violates these Terms - Suspend or terminate your account for violations - Report illegal activities to law enforcement - Take any other action we deem necessary to protect the Service * * * ## 7\. Intellectual Property ### 7.1 Our Intellectual Property The Service, including its design, features, code, and content, is owned by Teymz Inc. and protected by copyright and trademark laws. You may not copy, modify, distribute, or create derivative works without our express permission. ### 7.2 Your Data You retain ownership of any data you provide to the Service. By using the Service, you grant us a limited license to: - Store, process, and transmit your data to provide the Service - Create backups and archives of your data - Share your data with third-party integrations as necessary (e.g., SnapTrade) This license terminates when you delete your account. ### 7.3 Feedback If you provide feedback, suggestions, or ideas about the Service, you grant us the right to use such feedback without any obligation or compensation to you. * * * ## 8\. Privacy Your use of the Service is subject to our [Privacy Policy](https://wealthfolio.app/connect/legal/privacy-policy/), which describes how we collect, use, and protect your personal information. By using the Service, you consent to our data practices as described in the Privacy Policy. * * * ## 9\. Disclaimers ### 9.1 “As Is” Service THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO: - WARRANTIES OF MERCHANTABILITY - FITNESS FOR A PARTICULAR PURPOSE - NON-INFRINGEMENT - ACCURACY OR COMPLETENESS OF DATA ### 9.2 No Guarantee of Accuracy We do not guarantee: - The accuracy, completeness, or timeliness of data retrieved from brokerages - That the Service will meet your specific requirements - Uninterrupted or error-free operation - That defects will be corrected Data synchronized through the Service may be delayed, incomplete, or contain errors. You should verify important information through your brokerage directly. ### 9.3 Third-Party Services We are not responsible for the availability, accuracy, or performance of third-party services integrated with our platform. * * * ## 10\. Limitation of Liability ### 10.1 Exclusion of Damages TO THE MAXIMUM EXTENT PERMITTED BY LAW, TEYMZ INC. 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We may assign our rights and obligations freely. ### 15.5 No Agency Nothing in these Terms creates a partnership, joint venture, or agency relationship between you and Teymz Inc. * * * ## 16\. Contact Information For questions about these Terms or the Service, please contact us: **Teymz Inc.** **Email:** [contact@wealthfolio.app](mailto:contact@wealthfolio.app) * * * By using Wealthfolio Connect, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use. --- # Contact Us | Wealthfolio Source: https://wealthfolio.app/contact-us/ Contact # We’re here to help Questions, feedback, or need help with Wealthfolio? Contact our team and we’ll get back to you as soon as possible. ## Email Us For support and general enquiries, contact us at the email below. Support Email [support@wealthfolio.app](mailto:support@wealthfolio.app) --- # Addon API Reference | Wealthfolio Source: https://wealthfolio.app/docs/addons/api-reference/ # Addon API Reference Complete reference for Wealthfolio addon APIs. * * * Last updated September 8, 2026 # API Reference Complete reference for APIs available to Wealthfolio addons. Data and privileged host APIs require appropriate permissions in `manifest.json`; baseline UI, navigation, packaged assets, query, storage, toast, and logging capabilities do not. ## Context Overview The `AddonContext` is provided to your addon’s `enable` function: ```typescript export interface AddonContext { ui: { root: HTMLElement; }; sidebar: SidebarManager; router: RouterManager; assets: AddonAssets; onDisable(callback: () => void): void; api: HostAPI; } ``` Basic usage: ```typescript export default async function enable(ctx: AddonContext) { const accounts = await ctx.api.accounts.getAll(); ctx.api.logger.info(`Loaded ${accounts.length} accounts`); // UI integration ctx.sidebar.addItem({ /* ... */ }); ctx.router.add({ /* ... */ }); const logoUrl = await ctx.assets.getUrl('assets/logo.png'); ctx.api.logger.debug(`Loaded private asset ${logoUrl}`); // Cleanup ctx.onDisable(() => { // cleanup code }); } ``` ## Packaged Assets API `ctx.assets` exposes private non-JavaScript/CSS files indexed from `assets/**` and `dist/assets/**`. JavaScript and CSS in those roots remain runtime modules and styles. No manifest asset list or permission is required. This API was added in Wealthfolio 3.7, so addons using it must set `minWealthfolioVersion` to `3.7.0` or newer. ```typescript interface AddonAsset { path: string; mimeType: string; size: number; } interface AddonAssets { list(): readonly AddonAsset[]; has(path: string): boolean; getBlob(path: string): Promise; getUrl(path: string): Promise; } ``` ### `list(): readonly AddonAsset[]` Lists public logical paths and metadata. Host filesystem paths and internal opaque identifiers are never exposed. ### `has(path: string): boolean` Checks a normalized logical package path. Invalid and traversing paths return `false`. ### `getBlob(path: string): Promise` Loads asset bytes lazily and verifies them against the indexed package generation. Concurrent calls share a load; failed calls may be retried. ```typescript const configBlob = await ctx.assets.getBlob('assets/config.json'); const config = JSON.parse(await configBlob.text()); const wasmBlob = await ctx.assets.getBlob('dist/assets/module.wasm'); await WebAssembly.instantiate(await wasmBlob.arrayBuffer()); ``` ### `getUrl(path: string): Promise` Returns a cached Blob URL scoped to the current addon sandbox. Wealthfolio revokes it automatically on reload or disable; never persist it in storage. ```typescript const logoUrl = await ctx.assets.getUrl('assets/logo.png'); const fontUrl = await ctx.assets.getUrl('dist/assets/font.woff2'); ``` Packaged CSS resolves local `url(...)` values relative to the CSS file. Root-relative values resolve from the package root, while `data:` and `blob:` values are preserved. Remote CSS URLs and `@import` are rejected. JavaScript and JSX asset strings are not rewritten, so use `getUrl()` for images, fonts, media, and other URL consumers. Package limits are 256 entries across code and assets, 5 MiB per file, and 25 MiB total. Asset roots must be directories and symlinks are rejected. Blob URLs may be used by images, fonts, media elements, and WebAssembly. Worker and service-worker entry points, popups, direct network access, and remote CSS imports are intentionally unavailable inside the addon sandbox. `ctx.assets` is the private package registry. The similarly named `ctx.api.assets` domain below reads and updates financial instruments. ## API Domains The API is organized into host-brokered domains: | Domain | Description | Key Functions | | --- | --- | --- | | **Accounts** | Account management | `getAll`, `create` | | **Portfolio** | Holdings and valuations | `getHoldings`, `getIncomeSummary`, `update`, `recalculate` | | **Activities** | Trading transactions | `getAll`, `create`, `import`, `search`, `update` | | **Market** | Market data and symbols | `searchTicker`, `sync`, `getProviders`, `fetchDividends` | | **Performance** | Performance metrics | `calculateHistory`, `calculateSummary` | | **Packaged Assets** | Private package files | `list`, `has`, `getBlob`, `getUrl` | | **Financial Assets** | Asset profiles | `getProfile`, `updateProfile`, `updateQuoteMode` | | **Quotes** | Price quotes | `update`, `getHistory` | | **Goals** | Financial goals | `getAll`, `create`, `update`, `getFunding`, `saveFunding` | | **Contribution Limits** | Investment limits | `getAll`, `create`, `update`, `calculateDeposits` | | **Exchange Rates** | Currency rates | `getAll`, `update`, `add`, `getRatesForDates` | | **Spending** | Spend categorization | `isEnabled`, `getCategories`, `getRules`, `saveRule`, `deleteRule`, `rerunRules` | | **Settings** | App configuration | `get`, `update`, `backupDatabase` | | **Files** | File operations | `openCsvDialog`, `openSaveDialog` | | **Snapshots** | Holdings snapshots | `getAll`, `getByDate`, `save`, `checkImport`, `importSnapshots`, `delete` | | **Events** | Real-time events | `onUpdateComplete`, `onSyncComplete`, `onDrop` | | **Secrets** | Secure storage | `get`, `set`, `delete` | | **Storage** | Durable key-value store | `get`, `set`, `delete` | | **Network** | Brokered HTTPS requests | `request` | | **Logger** | Logging operations | `error`, `info`, `warn`, `debug`, `trace` | | **Navigation** | Route navigation | `navigate` | | **Query** | React Query integration | `getClient`, `invalidateQueries`, `refetchQueries` | | **Toast** | User notifications | `success`, `error`, `warning`, `info` | ## Accounts API Read and create user accounts. ### `getAll(): Promise` Retrieves all user accounts. ```typescript const accounts = await ctx.api.accounts.getAll(); interface Account { id: string; name: string; accountType: AccountType; group?: string; balance: number; currency: string; isDefault: boolean; isActive: boolean; isArchived: boolean; trackingMode: 'TRANSACTIONS' | 'HOLDINGS' | 'NOT_SET'; createdAt: Date; updatedAt: Date; platformId?: string; accountNumber?: string; meta?: string; provider?: string; providerAccountId?: string; } ``` #### `create(account: unknown): Promise` Creates a new account. The SDK currently exposes the input as `unknown`; the host validates the payload at runtime. ```typescript const newAccount = await ctx.api.accounts.create({ name: 'My Investment Account', accountType: 'SECURITIES', currency: 'USD', isDefault: false, isActive: true, trackingMode: 'TRANSACTIONS', }); ``` **Data Validation**: Account creation validates required fields and business rules at runtime. Keep `accountType`, `currency`, and `trackingMode` aligned with Wealthfolio’s account model. * * * ## Portfolio API Access portfolio data, holdings, and performance information with real-time updates. ### Methods #### `getHoldings(accountId: string): Promise` Gets all holdings for a specific account with current valuations. ```typescript const holdings = await ctx.api.portfolio.getHoldings('account-123'); // Example holding structure interface Holding { id: string; holdingType: HoldingType; accountId: string; instrument?: Instrument | null; assetKind?: AssetKind | null; quantity: number; openDate?: string | Date | null; lots?: Lot[] | null; localCurrency: string; baseCurrency: string; fxRate?: number | null; marketValue: MonetaryValue; costBasis?: MonetaryValue | null; price?: number | null; unrealizedGain?: MonetaryValue | null; unrealizedGainPct?: number | null; realizedGain?: MonetaryValue | null; realizedGainPct?: number | null; totalGain?: MonetaryValue | null; totalGainPct?: number | null; income?: MonetaryValue | null; totalReturn?: MonetaryValue | null; totalReturnPct?: number | null; returnBasis?: MonetaryValue | null; dayChange?: MonetaryValue | null; dayChangePct?: number | null; prevCloseValue?: MonetaryValue | null; weight: number; asOfDate: string; } interface MonetaryValue { local: number; base: number; } ``` #### `getHolding(accountId: string, assetId: string): Promise` Gets a specific holding with detailed information. ```typescript const holding = await ctx.api.portfolio.getHolding('account-123', 'asset-456'); ``` #### `update(): Promise` Triggers a portfolio update/recalculation across all accounts. ```typescript await ctx.api.portfolio.update(); ``` #### `recalculate(): Promise` Forces a complete portfolio recalculation from scratch. ```typescript await ctx.api.portfolio.recalculate(); ``` #### `getIncomeSummary(): Promise` Gets comprehensive income summary across all accounts. ```typescript const income = await ctx.api.portfolio.getIncomeSummary(); ``` #### `getHistoricalValuations(accountId?: string, startDate?: string, endDate?: string): Promise` Gets historical portfolio valuations for charts and analysis. ```typescript const history = await ctx.api.portfolio.getHistoricalValuations( 'account-123', // optional, omit for all accounts '2024-01-01', '2024-12-31' ); ``` #### `getLatestValuations(accountIds: string[]): Promise` Gets latest valuations for a set of accounts. ```typescript 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` Gets all activities, optionally filtered by account. ```typescript // 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: ActivitySearchFilters, searchKeyword: string, sort?: ActivitySort): Promise` Advanced search with pagination and filters. ```typescript const results = await ctx.api.activities.search( 0, // zero-based page index 50, // pageSize { // filters accountIds: ['account-123'], activityTypes: ['BUY'], symbol: 'AAPL', }, 'AAPL', // searchKeyword { id: 'date', desc: true } // sort ); ``` #### `create(activity: ActivityCreate): Promise` Creates a new activity with validation. Wealthfolio 3.8 adds optional `status` and `needsReview` fields to `ActivityCreate`. ```typescript const activity = await ctx.api.activities.create({ accountId: 'account-123', activityType: 'BUY', activityDate: '2026-09-04', asset: { symbol: 'AAPL' }, quantity: 100, unitPrice: 150.5, currency: 'USD', status: 'POSTED', needsReview: false, }); ``` #### `update(activity: ActivityUpdate): Promise` Updates an existing activity with conflict detection. Wealthfolio 3.8 adds the optional `status` and `needsReview` fields. Omit `asset` to preserve the current asset association; pass `asset: {}` to clear it. ```typescript const updated = await ctx.api.activities.update({ ...editableActivity, // ActivityUpdate quantity: 150, unitPrice: 145.75, needsReview: false, }); ``` Addons using the review fields or asset patch semantics must set `minWealthfolioVersion` to `3.8.0` or newer. #### `saveMany(request: ActivityBulkMutationRequest): Promise` Efficiently creates, updates, or deletes multiple activities in a single transaction. ```typescript const result = await ctx.api.activities.saveMany({ creates: [ { accountId: 'account-123', activityType: 'DIVIDEND', activityDate: '2026-09-04', amount: 25, currency: 'USD', }, ], updates: [], deleteIds: [], }); ``` #### `import(activities: ActivityImport[]): Promise` Imports validated activities with duplicate detection. ```typescript const imported = await ctx.api.activities.import(checkedActivities); ``` #### `checkImport(activities: ActivityImport[]): Promise` Validates activities before import with error reporting. ```typescript const validated = await ctx.api.activities.checkImport(activities); ``` #### `getImportMapping(accountId: string, contextKind?: string): Promise` Gets import mapping configuration for an account. `contextKind` defaults to `"ACTIVITY"`. ```typescript const mapping = await ctx.api.activities.getImportMapping('account-123'); ``` #### `saveImportMapping(mapping: ImportMappingData): Promise` Save import mapping configuration. ```typescript const savedMapping = await ctx.api.activities.saveImportMapping(mapping); ``` ### Activity Types Reference | Type | Use Case | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | `BUY` | Purchase securities | Decreases cash | Increases quantity | | `SELL` | Dispose of securities | Increases cash | Decreases quantity | | `SPLIT` | Stock split | No change | Adjusts quantity | | `DIVIDEND` | Cash dividend received | Increases cash | No change | | `INTEREST` | Interest earned | Increases cash | No change | | `DEPOSIT` | Add funds | Increases cash | No change | | `WITHDRAWAL` | Remove funds | Decreases cash | No change | | `TRANSFER_IN` | Assets moved in | Varies | Increases quantity | | `TRANSFER_OUT` | Assets moved out | Varies | Decreases quantity | | `FEE` | Brokerage fees | Decreases cash | No change | | `TAX` | Taxes paid | Decreases cash | No change | | `CREDIT` | Account credit | Increases cash | No change | | `ADJUSTMENT` | Manual adjustment | Varies | Varies | | `UNKNOWN` | Unclassified activity | Varies | Varies | * * * ## Market Data API Access market data, search symbols, and sync with external providers. ### Methods > Throughout the Market, Assets, and Quotes APIs, `assetId` is Wealthfolio’s opaque asset ID, not its ticker symbol. Obtain it from an `Asset` or `Holding.instrument`. `fetchDividends()` is the exception: it accepts a ticker symbol. #### `searchTicker(query: string): Promise` Search for ticker symbols across multiple data providers. ```typescript const results = await ctx.api.market.searchTicker('AAPL'); ``` #### `syncHistory(): Promise` Syncs historical market data for all portfolio holdings. ```typescript await ctx.api.market.syncHistory(); ``` #### `sync(assetIds: string[], refetchAll: boolean, refetchRecentDays?: number): Promise` Syncs market data for specific assets with cache control. ```typescript // Sync latest data (uses cache if recent) await ctx.api.market.sync(['asset-uuid-1', 'asset-uuid-2'], false); // Force refresh all data await ctx.api.market.sync(['asset-uuid-1', 'asset-uuid-2'], true); // Force-refresh only the most recent seven days await ctx.api.market.sync(['asset-uuid-1'], true, 7); ``` #### `getProviders(): Promise` Gets available market data providers and their status. ```typescript const providers = await ctx.api.market.getProviders(); ``` #### `fetchDividends(symbol: string, options?: FetchDividendsOptions): Promise` Fetches dividend history for a symbol. ```typescript const dividends = await ctx.api.market.fetchDividends('AAPL', { startDate: '2024-01-01', endDate: '2024-12-31', }); ``` * * * ## Assets API Access and manage asset profiles and data sources. ### Methods #### `getProfile(assetId: string): Promise` Gets detailed asset profile information. ```typescript const asset = await ctx.api.assets.getProfile('asset-uuid-1'); ``` #### `updateProfile(payload: UpdateAssetProfile): Promise` Updates asset profile information. ```typescript const updatedAsset = await ctx.api.assets.updateProfile({ id: 'asset-uuid-1', name: 'Apple Inc.', kind: 'INVESTMENT', // ... displayCode, notes, quoteMode, providerConfig }); ``` #### `updateQuoteMode(assetId: string, quoteMode: string): Promise` Switches an asset between market-fetched and manual quotes (`MARKET` or `MANUAL`). ```typescript const asset = await ctx.api.assets.updateQuoteMode('asset-uuid-1', 'MANUAL'); ``` * * * ## Quotes API Manage price quotes and historical data. ### Methods #### `update(assetId: string, quote: Quote): Promise` Updates quote information for an asset. ```typescript await ctx.api.quotes.update('asset-uuid-1', { id: 'quote-uuid-1', createdAt: '2024-12-01T00:00:00Z', dataSource: 'MANUAL', timestamp: '2024-12-01T00:00:00Z', assetId: 'asset-uuid-1', open: 150, high: 151, low: 149, volume: 0, close: 150.5, adjclose: 150.5, currency: 'USD', }); ``` #### `getHistory(assetId: string): Promise` Gets historical quotes for an asset. ```typescript const history = await ctx.api.quotes.getHistory('asset-uuid-1'); ``` * * * ## Performance API Calculate portfolio and account performance metrics with historical analysis. ### Methods #### `calculateHistory(itemType: 'account' | 'symbol', itemId: string, startDate?: string, endDate?: string): Promise` Calculates detailed performance history for charts and analysis. ```typescript 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` Calculates comprehensive performance summary with key metrics. ```typescript const summary = await ctx.api.performance.calculateSummary({ itemType: 'account', itemId: 'account-123', startDate: '2024-01-01', endDate: '2024-12-31', }); ``` #### `calculateAccountsSimple(accountIds: string[]): Promise` Calculates simple performance metrics for multiple accounts efficiently. ```typescript 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` Gets all exchange rates. ```typescript const rates = await ctx.api.exchangeRates.getAll(); ``` #### `update(updatedRate: ExchangeRate): Promise` Updates an existing exchange rate. ```typescript const updatedRate = await ctx.api.exchangeRates.update({ id: 'rate-123', fromCurrency: 'USD', toCurrency: 'EUR', rate: 0.85, source: 'MANUAL', timestamp: '2024-12-01T00:00:00Z', }); ``` #### `add(newRate: Omit): Promise` Adds a new exchange rate. ```typescript const newRate = await ctx.api.exchangeRates.add({ fromCurrency: 'USD', toCurrency: 'GBP', rate: 0.75, source: 'MANUAL', timestamp: '2024-12-01T00:00:00Z', }); ``` #### `getRatesForDates(pairs: ExchangeRateDateQuery[]): Promise` Gets one resolved rate for each requested currency pair and date. Dates must use `YYYY-MM-DD`. Resolution follows Wealthfolio’s normal FX rules, including normalized currencies, inverse and triangulated rates, nearest-date lookup, and the latest-rate fallback. Results preserve input order; a pair that cannot be resolved returns `rate: null` and an `error` without failing the batch. This method requires Wealthfolio 3.8 or newer. Addons using it must set `minWealthfolioVersion` to `3.8.0` or newer. ```typescript const results = await ctx.api.exchangeRates.getRatesForDates([ { fromCurrency: 'USD', toCurrency: 'EUR', date: '2026-09-04' }, { fromCurrency: 'CAD', toCurrency: 'JPY', date: '2026-09-04' }, ]); ``` * * * ## Spend Categorization API Classify activities into Wealthfolio’s expense, income, or savings taxonomies using reusable categorization rules. Rules continue to apply to future matching imports. This API requires Wealthfolio 3.8 or newer and the medium-risk `spending` permission. Declare only the methods your addon calls from `isEnabled`, `getCategories`, `getRules`, `saveRule`, `deleteRule`, and `rerunRules`. ### Methods #### `isEnabled(): Promise` Returns whether Spending is enabled. Categories and stored rules remain available while Spending is disabled, but `rerunRules()` returns `0` until Spending is enabled. #### `getCategories(kind?: SpendCategoryKind): Promise` Lists selectable categories with their display paths. Omit `kind` to load all three taxonomies. ```typescript const categories = await ctx.api.spending.getCategories('expense'); ``` #### `getRules(): Promise` Lists the rules created by the current addon through `saveRule()`. ```typescript const rules = await ctx.api.spending.getRules(); ``` #### `saveRule(rule: CategorizationRuleInput): Promise` Creates or updates a rule identified by the addon’s stable `ruleKey`. Reusing the same key updates the existing rule instead of creating a duplicate. ```typescript const saved = await ctx.api.spending.saveRule({ ruleKey: 'my-addon-rule-1', name: 'Groceries via MyBank', pattern: 'MYBANK GROCERY', matchType: 'contains', kind: 'expense', categoryId: 'cat_groceries', activityType: 'WITHDRAWAL', accountId: 'account-123', }); ``` #### `deleteRule(ruleKey: string): Promise` Deletes the rule created with this `ruleKey`. This is a no-op when the rule does not exist. ```typescript await ctx.api.spending.deleteRule('my-addon-rule-1'); ``` #### `rerunRules(onlyUncategorized?: boolean): Promise` Re-runs all categorization rules and returns the number of matching activities. The argument defaults to `true`, preserving existing assignments. Passing `false` may replace rule-, AI-, history-, or import-sourced assignments; manual assignments are always preserved. ```typescript const matched = await ctx.api.spending.rerunRules(); ``` * * * ## Contribution Limits API Manage investment contribution limits and calculations. ### Methods #### `getAll(): Promise` Gets all contribution limits. ```typescript const limits = await ctx.api.contributionLimits.getAll(); ``` #### `create(newLimit: NewContributionLimit): Promise` Creates a new contribution limit. ```typescript const limit = await ctx.api.contributionLimits.create({ groupName: 'RRSP', contributionYear: 2024, limitAmount: 30000, }); ``` #### `update(id: string, updatedLimit: NewContributionLimit): Promise` Updates an existing contribution limit. ```typescript const updatedLimit = await ctx.api.contributionLimits.update('limit-123', { groupName: 'RRSP', contributionYear: 2024, limitAmount: 31000, }); ``` #### `calculateDeposits(limitId: string): Promise` Calculates deposits for a specific contribution limit. ```typescript const deposits = await ctx.api.contributionLimits.calculateDeposits('limit-123'); ``` * * * ## Goals API Manage financial goals and funding rules. ### Methods #### `getAll(): Promise` Gets all goals. ```typescript const goals = await ctx.api.goals.getAll(); ``` #### `create(goal: unknown): Promise` Creates a new goal. ```typescript const goal = await ctx.api.goals.create({ goalType: 'retirement', title: 'Retirement Fund', targetAmount: 500000, targetDate: '2040-01-01', }); ``` #### `update(goal: Goal): Promise` Updates an existing goal. ```typescript const updatedGoal = await ctx.api.goals.update({ ...existingGoal, targetAmount: 600000, }); ``` #### `getFunding(goalId: string): Promise` Gets funding rules for a specific goal. ```typescript const funding = await ctx.api.goals.getFunding('goal-123'); ``` #### `saveFunding(goalId: string, rules: GoalAllocation[]): Promise` Saves funding rules for a specific goal. ```typescript const savedFunding = await ctx.api.goals.saveFunding('goal-123', [ { id: 'allocation-123', goalId: 'goal-123', accountId: 'account-456', sharePercent: 50, }, // ... other funding rules ]); ``` `getAllocations()` and `updateAllocations()` still exist as deprecated compatibility shims. Prefer `getFunding(goalId)` and `saveFunding(goalId, rules)` for new addons. * * * ## Settings API Manage application settings and configuration. ### Methods #### `get(): Promise` Gets application settings. ```typescript const settings = await ctx.api.settings.get(); ``` #### `update(settingsUpdate: Partial): Promise` Updates application settings. ```typescript const updatedSettings = await ctx.api.settings.update({ ...currentSettings, baseCurrency: 'EUR', // ... other settings }); ``` #### `backupDatabase(): Promise<{ filename: string }>` Creates a database backup. ```typescript const backup = await ctx.api.settings.backupDatabase(); ``` * * * ## Files API Handle file operations and dialogs. ### Methods #### `openCsvDialog(): Promise` Opens a CSV file selection dialog. ```typescript const files = await ctx.api.files.openCsvDialog(); if (files) { // Process selected files } ``` #### `openSaveDialog(fileContent: Uint8Array | Blob | string, fileName: string): Promise` Opens a file save dialog. ```typescript const result = await ctx.api.files.openSaveDialog(fileContent, 'export.csv'); ``` * * * ## Snapshots API Manage holdings snapshots for accounts that use holdings tracking mode. ### Methods #### `getAll(accountId: string, dateFrom?: string, dateTo?: string): Promise` Gets snapshots for an account, optionally filtered by date range. ```typescript const snapshots = await ctx.api.snapshots.getAll('account-123', '2024-01-01', '2024-12-31'); ``` #### `getByDate(accountId: string, date: string): Promise` Gets holdings from a snapshot date. ```typescript const holdings = await ctx.api.snapshots.getByDate('account-123', '2024-12-31'); ``` #### `save(accountId: string, holdings: SnapshotHoldingInput[], cashBalances: Record, snapshotDate?: string): Promise` Saves a holdings snapshot. ```typescript await ctx.api.snapshots.save( 'account-123', [{ symbol: 'AAPL', quantity: '10', currency: 'USD' }], { USD: '250.00' }, '2024-12-31' ); ``` #### `checkImport(accountId: string, snapshots: SnapshotInput[]): Promise` Validates snapshot import data before saving. ```typescript const preview = await ctx.api.snapshots.checkImport('account-123', parsedSnapshots); ``` #### `importSnapshots(accountId: string, snapshots: SnapshotInput[]): Promise` Imports validated snapshots. ```typescript const imported = await ctx.api.snapshots.importSnapshots('account-123', parsedSnapshots); ``` #### `delete(accountId: string, date: string): Promise` Deletes a snapshot for a date. ```typescript await ctx.api.snapshots.delete('account-123', '2024-12-31'); ``` * * * ## Secrets API Securely store and retrieve sensitive data like API keys and tokens. Secrets are stored in the OS keyring and scoped to your addon ID. ### Methods #### `set(key: string, value: string): Promise` Stores a secret value encrypted and scoped to your addon. ```typescript // 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` Retrieves a secret value (returns null if not found). ```typescript const apiKey = await ctx.api.secrets.get('api-key'); if (apiKey) { // Use the value locally inside this addon only. // For HTTP Authorization headers, prefer ctx.api.network.request({ auth }). } ``` #### `delete(key: string): Promise` Permanently deletes a secret. ```typescript await ctx.api.secrets.delete('old-api-key'); ``` **Security Note**: Secrets are scoped by addon ID. Other addons cannot access your secrets, and you cannot access theirs. For brokered network auth, declare `secrets.use` and pass `auth: { type: 'bearer' | 'basic', secretKey: '...' }`; Wealthfolio injects the `Authorization` header on the backend. * * * ## Storage API Durable per-addon key-value storage. Use this instead of `localStorage`, which is unavailable in the sandboxed (opaque-origin) iframe and throws. Values are opaque strings owned by your addon: storage survives addon updates, is cleared on uninstall, replicates across paired devices, and is scoped so no other addon can read it. Storage is a **baseline capability** — it needs no `permissions` entry. ### Methods #### `get(key: string): Promise` Retrieves a stored value (resolves to `null` if not set). ```typescript const raw = await ctx.api.storage.get('prefs'); const prefs = raw ? JSON.parse(raw) : defaults; ``` #### `set(key: string, value: string): Promise` Stores a string value. Keys are ≤ 128 characters and limited to the charset `[A-Za-z0-9_.:-]`. Values are capped at roughly 250 KB each — because storage replicates across a user’s paired devices, `set` rejects an oversized value instead of failing to sync later. Use many small keys rather than one large blob, and keep device-local caches out of storage. ```typescript await ctx.api.storage.set('prefs', JSON.stringify(prefs)); ``` #### `delete(key: string): Promise` Permanently deletes a stored value. ```typescript await ctx.api.storage.delete('prefs'); ``` * * * ## Network API Send brokered HTTPS requests to hosts declared in `manifest.json`. The addon iframe has an opaque origin and is intentionally network-free; do not use direct browser `fetch` for addon integrations. The broker enforces approved hosts and injects authorization without exposing the secret value to request-building code. ### Manifest ```json { "permissions": [ { "category": "network", "functions": ["request"], "purpose": "Fetch market data from api.example.com" }, { "category": "secrets", "functions": ["use"], "purpose": "Inject the user's API token into brokered requests" } ], "network": { "allowedHosts": ["api.example.com"] } } ``` `allowedHosts` is declared by the addon. `approvedHosts` is managed by Wealthfolio after the user approves hosts during install or update. ### `request(request: NetworkRequest): Promise` ```typescript const response = await ctx.api.network.request({ url: 'https://api.example.com/v1/quotes', method: 'GET', headers: { Accept: 'application/json', }, auth: { type: 'bearer', secretKey: 'api-token', }, }); if (response.status === 200) { const payload = JSON.parse(response.body); } ``` `auth.type` selects the scheme Wealthfolio injects: - `'bearer'` → `Authorization: Bearer ` - `'basic'` → `Authorization: Basic `. Store the already base64-encoded `user:pass` string as the secret; the broker only prefixes the scheme. This is the way to reach APIs like [SimpleFin Bridge](https://www.simplefin.org/) whose access URLs embed credentials — extract `user:pass` at setup, base64-encode it, and save it with `ctx.api.secrets.set`. Network requests are constrained: - HTTPS only - Host must match a declared and user-approved host - Local, private, link-local, and metadata IPs are blocked - Redirects are disabled - Request bodies are limited to 1 MB - Response bodies are limited to 2 MB - Response bodies are text. Package binary images, fonts, media, and Wasm with `ctx.assets` instead - `Authorization` cannot be supplied in `headers`; use `auth.secretKey` - Supported methods: `GET`, `POST`, `PUT`, `PATCH`, `DELETE`, `HEAD` * * * ## Logger API Provides logging functionality with automatic addon prefix. ### Methods #### `error(message: string): void` Logs an error message. ```typescript ctx.api.logger.error('Failed to fetch data from API'); ``` #### `info(message: string): void` Logs an informational message. ```typescript ctx.api.logger.info('Data sync completed successfully'); ``` #### `warn(message: string): void` Logs a warning message. ```typescript ctx.api.logger.warn('API rate limit approaching'); ``` #### `debug(message: string): void` Logs a debug message. ```typescript ctx.api.logger.debug('Processing 100 activities'); ``` #### `trace(message: string): void` Logs a trace message for detailed debugging. ```typescript ctx.api.logger.trace('Entering function processActivity'); ``` * * * ## Event System Listen to real-time events for responsive addon behavior. The listener methods return promises. Inside `enable(ctx)`, keep `enable` synchronous and store cleanup functions when the listener promises resolve: ```typescript export default function enable(ctx: AddonContext) { let unlistenPortfolio: (() => void) | undefined; void ctx.api.events.portfolio .onUpdateComplete(() => { refreshPortfolioData(); }) .then((unlisten) => { unlistenPortfolio = unlisten; }); ctx.onDisable(() => { unlistenPortfolio?.(); }); } ``` ### Portfolio Events #### `onUpdateStart(callback: EventCallback): Promise` Fires when portfolio update starts. ```typescript const unlistenStart = await ctx.api.events.portfolio.onUpdateStart((event) => { console.log('Portfolio update started'); showLoadingIndicator(); }); ``` #### `onUpdateComplete(callback: EventCallback): Promise` Fires when portfolio calculations are updated. ```typescript 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` Fires when portfolio update encounters an error. ```typescript const unlistenError = await ctx.api.events.portfolio.onUpdateError((event) => { console.error('Portfolio update failed:', event.payload); showErrorMessage(); }); ``` ### Market Events #### `onSyncStart(callback: EventCallback): Promise` Fires when market data sync starts. ```typescript const unlistenSyncStart = await ctx.api.events.market.onSyncStart(() => { console.log('Market sync started'); showSyncIndicator(); }); ``` #### `onSyncComplete(callback: EventCallback): Promise` Fires when market data sync is completed. ```typescript const unlistenMarket = await ctx.api.events.market.onSyncComplete(() => { console.log('Market data updated!'); // Update price displays updatePriceDisplays(); }); ``` ### Import Events #### `onDropHover(callback: EventCallback): Promise` Fires when files are hovered over for import. ```typescript const unlistenHover = await ctx.api.events.import.onDropHover((event) => { console.log('File hover detected'); showDropZone(); }); ``` #### `onDrop(callback: EventCallback): Promise` Fires when files are dropped for import. ```typescript 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` Fires when file drop is cancelled. ```typescript 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` Navigate to a specific route in the application. ```typescript // 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'); ``` **Navigation Routes**: The navigation API uses the same route structure as the main application. Common routes include `/accounts`, `/portfolio`, `/activities`, `/goals`, and `/settings`. * * * ## Query API Access an addon-owned React Query client and ask the host to refresh selected caches. ### Methods #### `getClient(): unknown` Gets the sandbox’s addon-local QueryClient as an opaque bridge value. Cast it to the exported `QueryClient` type before using TanStack Query methods. This is not the raw host QueryClient. ```typescript import type { QueryClient } from '@wealthfolio/addon-sdk'; const queryClient = ctx.api.query.getClient() as QueryClient; // Use standard React Query methods const accounts = await queryClient.fetchQuery({ queryKey: ['accounts'], queryFn: () => ctx.api.accounts.getAll(), }); ``` When the addon calls `invalidateQueries` or `refetchQueries` with a string or string-array query key (directly or in a TanStack Query filters object), Wealthfolio mirrors that request to the host cache. Host-originated invalidations do not mutate the addon cache automatically; subscribe to relevant domain events when the addon must react to changes made elsewhere. #### `invalidateQueries(queryKey: string | string[]): void` Invalidates queries to trigger refetch. ```typescript // 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. ```typescript // 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: ```typescript export default async 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 Prefer declaring sidebar entries in `manifest.json` under `contributes.links.sidebar` (see below) — the host renders them without booting your addon and they survive reloads. The runtime `addItem` API is still available for **dynamic** items an addon adds while running. #### Declarative (preferred) ```jsonc "contributes": { "routes": [{ "id": "my-addon" }], "links": { "sidebar": [ { "id": "my-addon", "route": "my-addon", "label": "My Addon", "icon": "wallet", "order": 100 } ] } } ``` A **route** is a durable addon page (host-renderable before the addon boots — the lazy-activation surface); a **link** is a placement in a host slot (only `"sidebar"` is consumed today) that references a declared `route` id of the same addon. The runtime `router.add({ id })` **must** equal `contributes.routes[].id`. Omit `path` for the root at `/addons/`; nested routes use a relative suffix such as `reports/:year`. Absolute paths, traversal, queries, and fragments are rejected in the manifest. #### `addItem(config: SidebarItemConfig): SidebarItemHandle` For dynamic, runtime-added entries: ```typescript const sidebarItem = ctx.sidebar.addItem({ id: 'my-addon', label: 'My Addon', route: '/addons/my-addon', icon: 'wallet', // Optional — an AddonIconName (see below) order: 100, // Lower numbers appear first }); // Remove when addon is disabled ctx.onDisable(() => { sidebarItem.remove(); }); ``` #### Sidebar icons The `icon` field is typed as `AddonIconName` from `@wealthfolio/addon-sdk`. Import that type for autocomplete and a compile-time error on any invalid name: ```typescript import type { AddonIconName } from '@wealthfolio/addon-sdk'; const icon: AddonIconName = 'wallet'; // ✓ // const icon: AddonIconName = 'spinner'; // ✗ type error ``` Icons come from a curated set of [Phosphor](https://phosphoricons.com/) icons (duotone weight) that Wealthfolio bundles and renders — the sidebar is host UI, so an addon **names** an icon rather than shipping one. Matching is case- and separator-insensitive (`'ChartLine'`, `'chart-line'`, and `'chartline'` are equivalent), and an unknown or omitted name renders a neutral `caret-right` fallback. This applies only to the **sidebar** icon. Inside your own route/page you render with your own React, so you can use any icon there — Lucide, Phosphor, or your own SVGs. The 80 supported names, by group (preview every glyph at [phosphoricons.com](https://phosphoricons.com/)): - **Money & finance** — `wallet`, `coins`, `dollar`, `dollar-circle`, `bank`, `credit-card`, `piggy-bank`, `receipt`, `invoice`, `hand-coins`, `vault`, `chart-line-up`, `chart-line`, `trend-up`, `trend-down`, `percent`, `scales`, `calculator` - **Charts & analytics** — `chart-bar`, `chart-pie`, `chart-pie-slice`, `chart-donut`, `gauge`, `target`, `presentation` - **Assets** — `house`, `buildings`, `car`, `airplane`, `bicycle`, `diamond`, `bitcoin`, `storefront`, `briefcase`, `package`, `cube` - **General** — `star`, `heart`, `gift`, `trophy`, `medal`, `lightning`, `sparkle`, `bell`, `tag`, `bookmark`, `flag`, `fire`, `rocket`, `lightbulb`, `graduation-cap`, `barbell`, `fork-knife`, `coffee`, `wine`, `shopping-cart`, `shopping-bag`, `basket` - **Time & place** — `calendar`, `calendar-dots`, `calendar-check`, `clock`, `hourglass`, `globe`, `map-pin`, `compass` - **Productivity** — `folder`, `files`, `notebook`, `clipboard-text`, `list-checks`, `sliders`, `wrench`, `toolbox`, `puzzle-piece`, `plugs-connected`, `app-window`, `squares-four`, `stack`, `kanban` ### Router API Register the renderer for your addon’s pages. The host owns a single React root per addon and mounts the route’s `component` itself, so hand it a component rather than managing a root by hand. #### `add(route: RouteConfig): void` ```typescript import { QueryClient, QueryClientProvider } from '@tanstack/react-query'; import type { AddonContext, AddonEnableFunction } from '@wealthfolio/addon-sdk'; import { MyPage } from './pages/MyPage'; let addonCtx: AddonContext | undefined; const MyRoute = () => ( ); const enable: AddonEnableFunction = (ctx) => { addonCtx = ctx; ctx.router.add({ id: 'my-addon', path: '/addons/my-addon', component: MyRoute }); ctx.onDisable(() => { addonCtx = undefined; }); }; export default enable; ``` Provide **exactly one** of `component` (preferred — the host manages mount/unmount in its single root) or `render` (a legacy imperative escape hatch given the container element); if both are set, `component` wins. Do **not** call `createRoot` yourself — a per-route root leaves an orphaned tree whose re-renders never reach the DOM. The component receives the current route as a `{ location }` prop (`AddonRouteLocation` with `pathname/search/hash/params`); the sandbox has **no** react-router provider, so `useLocation()` / `useParams()` are unavailable. When a route is also declared in `manifest.json` `contributes.routes`, the runtime `router.add({ id })` **must use the same `id`** — a mismatch renders a blank “route is not available” page. Runtime `router.add` still works for routes an addon adds dynamically while running. Addon routes must stay inside the addon’s namespace. For an addon with id `my-addon`, use `/addons/my-addon` or `/addon/my-addon`. For ids ending in `-addon`, Wealthfolio also allows the stripped slug, for example `swingfolio-addon` can use `/addons/swingfolio`. * * * ## Error Handling ### Best Practices Host API failures reject their promise with an error. Handle failures at the user action boundary and show a useful message without exposing financial data. ```typescript try { const accounts = await ctx.api.accounts.getAll(); } catch (error) { const message = error instanceof Error ? error.message : String(error); ctx.api.logger.error(`Unable to load accounts: ${message}`); ctx.api.toast.error('Unable to load accounts'); } ``` * * * ## Advanced Usage ### Batch Operations ```typescript // 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({ creates: [ { accountId: 'account-1', activityType: 'DEPOSIT', activityDate: '2026-09-04', amount: 1000, currency: 'USD', }, ], }); ``` ### Real-time Updates ```typescript export default async function enable(ctx: AddonContext) { // Listen for multiple events const unsubscribers = await Promise.all([ ctx.api.events.portfolio.onUpdateComplete(() => refreshData()), ctx.api.events.market.onSyncComplete(() => updatePrices()), ctx.api.events.import.onDrop((event) => handleImport(event)), ]); // Clean up all listeners ctx.onDisable(() => { unsubscribers.forEach((unsub) => unsub()); }); } ``` ### Caching Strategies ```typescript // Simple in-memory cache const cache = new Map(); let unlistenPortfolio: (() => void) | undefined; void ctx.api.events.portfolio .onUpdateComplete(() => { cache.delete('accounts'); }) .then((unlisten) => { unlistenPortfolio = unlisten; }); async function getCachedAccounts() { if (cache.has('accounts')) { return cache.get('accounts'); } const accounts = await ctx.api.accounts.getAll(); cache.set('accounts', accounts); return accounts; } ctx.onDisable(() => { unlistenPortfolio?.(); cache.clear(); }); ``` * * * ## TypeScript Support Full TypeScript definitions are provided for all APIs: ```typescript import type { AddonContext, Account, Activity, Holding, PerformanceResult, 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 the [Getting Started guide](https://wealthfolio.app/docs/addons/getting-started/) to see these APIs in action! * * * --- # Build Your First Addon | Wealthfolio Source: https://wealthfolio.app/docs/addons/getting-started/ # Build Your First Addon Create your first Wealthfolio addon in 5 minutes. * * * Last updated September 8, 2026 ## Prerequisites ```bash # Check Node.js version (requires 20.19+ or 22.12+) node --version # Check pnpm pnpm --version # Install pnpm if needed npm install -g pnpm ``` Requirements: - Node.js 20.19+ or 22.12+ and pnpm - Wealthfolio desktop app (optional but recommended: running in development mode for live reload and testing) - Basic TypeScript and React knowledge - Code editor (VS Code recommended) ## Start Wealthfolio (Recommended) For the best development experience with live addon reloading, start Wealthfolio in addon development mode: ```bash # Clone Wealthfolio repository (if not already done) git clone https://github.com/wealthfolio/wealthfolio.git cd wealthfolio # Install dependencies pnpm install # Start in addon development mode (enables live addon reloading) VITE_ENABLE_ADDON_DEV_MODE=true pnpm tauri dev ``` This enables: - Live addon reload when files change - Better error messages and debugging - Automatic addon discovery - Console logging for development ## Create New Addon ```bash # Navigate to development directory cd ~/Documents/WealthfolioAddons # Create addon using CLI npx @wealthfolio/addon-dev-tools create # Navigate and install cd pnpm install ``` This will scaffold a new addon project with the following structure: ```plaintext hello-world-addon/ ├── src/ │ ├── addon.tsx # Main addon entry point │ ├── components/ # React components │ ├── hooks/ # React hooks │ ├── pages/ # Addon pages │ ├── utils/ # Utility functions │ └── types/ # Type definitions ├── dist/ # Built files (generated) ├── assets/ # Private static assets (optional) ├── manifest.json # Addon metadata and permissions ├── package.json # NPM package configuration ├── vite.config.ts # Build configuration ├── tsconfig.json # TypeScript configuration └── README.md # Documentation ``` ## Manifest File `manifest.json` defines metadata and permissions: ```json { "id": "hello-world-addon", "name": "Hello World Addon", "version": "1.0.0", "description": "My first Wealthfolio addon", "author": "Your Name", "main": "dist/addon.js", "sdkVersion": "3.8.0", "minWealthfolioVersion": "3.8.0", "enabled": true, "contributes": { "routes": [{ "id": "hello-world" }], "links": { "sidebar": [ { "id": "hello-world", "route": "hello-world", "label": "Hello World", "icon": "puzzle-piece", "order": 100 } ] } }, "permissions": [], "hostDependencies": { "@wealthfolio/addon-sdk": "^3.8.0", "@wealthfolio/ui": "^3.8.0", "react": "^19.2.0", "react-dom": "^19.2.0" } } ``` Navigation is **declarative**. A `contributes.routes` entry is a durable addon page — the host can render it (and build the sidebar) before your addon boots, so nothing runs until the route is first visited. A `contributes.links` entry places that route in a host slot (only `"sidebar"` is consumed today) and references a declared route `id`. The runtime `router.add({ id })` you register in `addon.tsx` **must use the same `id`** as its declared route. Baseline capabilities — `ui`, `navigation`, private packaged `assets`, `query`, `toast`, `logger`, and `storage` — are implicit and never declared in `permissions`. Only data domains and `files`, `network`, `secrets`, `events`, `snapshots`, and `settings` need an entry. ## Main Addon File `src/addon.tsx` contains the addon logic: ```typescript import { QueryClient, QueryClientProvider } from '@tanstack/react-query'; import type { AddonContext, AddonEnableFunction } from '@wealthfolio/addon-sdk'; function HelloWorldPage() { return (

Hello Wealthfolio

Your first addon is working.

Success

You've successfully created and loaded your first addon.

); } // The host owns a single React root per addon and mounts the route `component` // itself, with no access to the addon context. Capture it at enable time so the // route wrapper can hand it down. (Do NOT call createRoot yourself — the host // manages the lifecycle.) let addonCtx: AddonContext | undefined; const HelloWorldRoute = () => ( ); const enable: AddonEnableFunction = (ctx) => { addonCtx = ctx; // The sidebar item + route are declared in manifest.json (`contributes`), so // the host renders navigation without booting the addon. The route `id` MUST // match `contributes.routes[].id`. ctx.router.add({ id: 'hello-world', path: '/addons/hello-world-addon', component: HelloWorldRoute, }); ctx.api.logger.info('Hello World addon loaded'); // The host owns the React root, so there is nothing to unmount here. ctx.onDisable(() => { addonCtx = undefined; ctx.api.logger.info('Hello World addon disabled'); }); }; export default enable; ``` Hand the host a `component` and let it own the single React root — do **not** call `createRoot` yourself (a per-route root leaves an orphaned tree whose re-renders never reach the DOM). The component receives the current route as a `{location}` prop; the sandbox has no react-router provider, so `useLocation()` / `useParams()` are unavailable. `render` remains as a legacy imperative escape hatch, but `component` is preferred. The sidebar `icon` (declared in `contributes.links`) is one of a curated set of [Phosphor](https://phosphoricons.com/) names, typed as `AddonIconName`. See the full list in the [API reference](https://wealthfolio.app/docs/addons/api-reference/#sidebar-icons). ## Add Packaged Assets Non-JavaScript/CSS files below `assets/**` and generated files below `dist/assets/**` are indexed automatically in Wealthfolio 3.7. JavaScript and CSS in those roots remain runtime modules and styles. You do not add an `assets` field or permission to the manifest. ```typescript export async function loadAddonResources(ctx: AddonContext) { const logoUrl = await ctx.assets.getUrl('assets/logo.png'); const configBlob = await ctx.assets.getBlob('assets/config.json'); const config = JSON.parse(await configBlob.text()); return { config, logoUrl }; } ``` - `list()` returns public path, MIME type, and size metadata. - `has(path)` checks whether a logical package path exists. - `getBlob(path)` lazily loads verified bytes. - `getUrl(path)` creates one sandbox-local Blob URL and automatically revokes it when the addon stops or reloads. Local CSS `url(...)` references are rewritten relative to the CSS file. Remote CSS URLs and `@import` are rejected; JavaScript and JSX asset strings are not rewritten, so use `getUrl()`. Addons using this API must set `sdkVersion` and `minWealthfolioVersion` to `3.7.0`. `ctx.assets` is the package asset registry. `ctx.api.assets` is the separate financial-instrument API. See [v3.7 compatibility and assets](https://wealthfolio.app/docs/addons/v3-7-assets/) for limits and migration guidance. ## Start Development ```bash # Start development server (recommended) pnpm dev:server ``` Output: ```plaintext Wealthfolio Addon Development Server Addon: hello-world-addon Server: http://localhost:3001 Watching for changes... ``` ### Hot Reload Features - File watching in `src/` directory - Fast rebuilds with Vite - Hot Module Replacement for component updates - Auto-discovery by Wealthfolio - Error recovery with overlay messages - Coherent `/runtime-package` generations for code, CSS, and private assets Wealthfolio 3.7 requires `@wealthfolio/addon-dev-tools` 3.7 or newer. A 404 or 405 for `/runtime-package` means the development server is too old; upgrade it and restart `pnpm dev:server`. ### Available Commands ```bash pnpm dev:server # Start development server (recommended) pnpm build # Production build pnpm type-check # Run TypeScript checks pnpm lint # Run ESLint pnpm format # Run Prettier pnpm bundle # Bundle addon for distribution ``` Verify in Wealthfolio: 1. Open Wealthfolio (preferably in development mode with `pnpm tauri dev`) 2. Check sidebar for “Hello World” 3. Click to load addon page 4. Check console for log message ## Add Data Access For data access, it’s recommended to use [TanStack Query](https://tanstack.com/query/latest). First, install TanStack Query in your addon: ```bash pnpm add @tanstack/react-query@^5.90.0 ``` Update `src/addon.tsx` to access portfolio data using TanStack Query: ```typescript import { QueryClient, QueryClientProvider, useQuery } from '@tanstack/react-query'; import type { AddonContext, AddonEnableFunction, Account } from '@wealthfolio/addon-sdk'; function HelloWorldPage({ ctx }: { ctx: AddonContext }) { const { data: accounts = [], isLoading, isError, error, refetch, } = useQuery({ queryKey: ['accounts'], queryFn: () => ctx.api.accounts.getAll(), staleTime: 5 * 60 * 1000, // 5 minutes refetchOnWindowFocus: false, }); return (

Hello Wealthfolio

Portfolio Summary

{isLoading ? (
Loading accounts...
) : isError ? (

Failed to load accounts: {error?.message}

) : (

You have {accounts.length} account{accounts.length !== 1 ? 's' : ''}:

{accounts.length > 0 ? (
{accounts.map((account) => (

{account.name}

{account.currency} • {account.isActive ? 'Active' : 'Inactive'}

{account.balance.toLocaleString()}
Balance
))}
) : (

No accounts found. Add an account in Wealthfolio to see data.

)}
)}
); } // Capture the context at enable time so the route wrapper can supply it (and a // QueryClientProvider) to the page. The QueryClient is scoped to this addon and // reused across route navigations; invalidations/refetches are bridged to the host. let addonCtx: AddonContext | undefined; const HelloWorldRoute = () => ( ); const enable: AddonEnableFunction = (ctx) => { addonCtx = ctx; ctx.router.add({ id: 'hello-world', path: '/addons/hello-world-addon', component: HelloWorldRoute, }); ctx.onDisable(() => { addonCtx = undefined; }); }; export default enable; ``` ## Update Permissions Update `manifest.json` to include account access: ```json { "id": "hello-world-addon", "name": "Hello World Addon", "version": "1.0.0", "description": "My first Wealthfolio addon", "author": "Your Name", "main": "dist/addon.js", "sdkVersion": "3.8.0", "minWealthfolioVersion": "3.8.0", "enabled": true, "contributes": { "routes": [{ "id": "hello-world" }], "links": { "sidebar": [ { "id": "hello-world", "route": "hello-world", "label": "Hello World", "icon": "puzzle-piece", "order": 100 } ] } }, "permissions": [ { "category": "accounts", "functions": ["getAll"], "purpose": "Display account summary" } ], "hostDependencies": { "@tanstack/react-query": "^5.90.0", "@wealthfolio/addon-sdk": "^3.8.0", "@wealthfolio/ui": "^3.8.0", "react": "^19.2.0", "react-dom": "^19.2.0" } } ``` Only the `accounts` data domain needs declaring — navigation now lives in `contributes`, and the `ui` capability it used to require is baseline (implicit). ## Build and Package ```bash # Build for production pnpm build # Package for distribution pnpm bundle ``` Creates `dist/hello-world-addon.zip` for installation. Source maps are useful during development, but they are not required in install bundles. Exclude `*.map` files from release ZIPs to keep packages small. ## Debugging and Development Tools ### Browser Developer Tools Access full debugging capabilities: ```typescript // Use console for debugging ctx.api.logger.info('Debug message'); ctx.api.logger.error('Error message'); // Access React DevTools // Components will show up in React DevTools extension ``` ### Error Handling ```typescript export default function enable(ctx: AddonContext) { try { // Your addon code } catch (error) { ctx.api.logger.error(`Addon error: ${String(error)}`); // Handle gracefully } } ``` ### Development Server Features - Port: `http://localhost:3001` - CORS configured for Wealthfolio - Source maps for debugging - Real-time TypeScript checking - Hot Module Replacement - Coherent runtime package and lazy asset generations ## IDE Setup ### VS Code (Recommended) Recommended extensions: - TypeScript and JavaScript Language Features - ES7+ React/Redux/React-Native snippets - Tailwind CSS IntelliSense - Auto Rename Tag - Error Lens Create `.vscode/settings.json`: ```json { "typescript.preferences.importModuleSpecifier": "relative", "editor.formatOnSave": true, "editor.defaultFormatter": "esbenp.prettier-vscode" } ``` ## Code Quality and Testing ### Manual Testing 1. Start development server 2. Open Wealthfolio 3. Navigate to your addon 4. Test all features 5. Check console for errors ### Code Quality Commands ```bash # Type checking pnpm type-check # Linting pnpm lint # Formatting pnpm format ``` ## Configuration Files ### Package.json Scripts ```json { "scripts": { "dev:server": "wealthfolio-addon dev", "build": "vite build", "type-check": "tsc --noEmit", "lint": "eslint src --ext .ts,.tsx", "format": "prettier --write \"src/**/*.{ts,tsx}\"", "bundle": "pnpm build && zip -r addon.zip manifest.json dist/ assets/ -x \"*.map\"" } } ``` ### TypeScript Configuration ```json { "compilerOptions": { "target": "ES2020", "lib": ["ES2020", "DOM", "DOM.Iterable"], "module": "ESNext", "skipLibCheck": true, "moduleResolution": "bundler", "allowImportingTsExtensions": true, "resolveJsonModule": true, "isolatedModules": true, "noEmit": true, "jsx": "react-jsx", "strict": true, "noUnusedLocals": true, "noUnusedParameters": true, "noFallthroughCasesInSwitch": true }, "include": ["src"], "references": [{ "path": "./tsconfig.node.json" }] } ``` ### Vite Build Configuration ```typescript import { defineConfig } from 'vite'; import react from '@vitejs/plugin-react'; export default defineConfig({ plugins: [react()], build: { target: ['chrome107', 'edge107', 'firefox104', 'safari16'], lib: { entry: 'src/addon.tsx', formats: ['es'], fileName: () => 'addon.js', }, rollupOptions: { external: [ 'react', 'react-dom', 'react-dom/client', '@wealthfolio/addon-sdk', '@wealthfolio/ui', '@tanstack/react-query', ], }, }, }); ``` ## Next Steps You now understand: - Project structure and development workflow - Permission system and security model - Hot reload development - API integration for portfolio data - UI integration with navigation - Private packaged assets and their sandbox lifecycle Continue with: - [API Reference](https://wealthfolio.app/docs/addons/api-reference/) - All available APIs - [v3.7 Compatibility & Assets](https://wealthfolio.app/docs/addons/v3-7-assets/) - Migration and packaging rules - [Examples](https://github.com/wealthfolio/wealthfolio-addons/tree/main/official) - Real addon implementations * * * --- # Wealthfolio Addon Development Source: https://wealthfolio.app/docs/addons/ # Wealthfolio Addon Development Learn how to build addons for Wealthfolio to extend its functionality with custom tools and integrations. * * * Last updated September 8, 2026 Wealthfolio addons are TypeScript modules that extend the application’s functionality through a sandboxed runtime. This guide covers how to build, test, and distribute addons for Wealthfolio 3.7 and later. Existing 3.6 addons remain supported; see [v3.7 compatibility and assets](https://wealthfolio.app/docs/addons/v3-7-assets/) before adopting the new asset API. **New to addon development?** Start with our [Quick Start Guide](https://wealthfolio.app/docs/addons/getting-started/) to create your first addon. ## What are Wealthfolio Addons? Addons are TypeScript/React-based extensions that provide access to Wealthfolio’s financial data and UI system through a brokered API bridge. **Technical Foundation** Each addon is an ES module that exports an `enable(ctx)` function. Wealthfolio loads the module inside a sandboxed iframe and passes an `AddonContext` object with access to APIs, route rendering, private packaged assets, events, logging, secrets, and network access. **Integration Capabilities** Addons declare their pages and navigation in `manifest.json` (`contributes.routes` + `contributes.links`), so the host builds the sidebar and knows every route **without running addon code**. Routes must live under the addon’s own namespace, such as `/addons/hello-world-addon` for `hello-world-addon`. An addon with declared routes boots **lazily** — its `enable(ctx)` runs on the first visit to one of its routes, then renders inside its own iframe. **Development Environment** Built with TypeScript, React, and modern web APIs. Includes hot-reload development server, comprehensive type definitions, and host-provided dependencies to keep addon bundles small. ## Architecture Overview ```plaintext ┌─────────────────────────────────────────────────────────────────┐ │ Wealthfolio Host Application │ ├─────────────────────────────────────────────────────────────────┤ │ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ Addon Runtime │ │ Permission │ │ API Bridge │ │ │ │ │ │ System │ │ │ │ │ │ • Load/Unload │ │ • Detection │ │ • Type Bridge │ │ │ │ • Lifecycle │ │ • Validation │ │ • Domain APIs │ │ │ │ • Context Mgmt │ │ • Enforcement │ │ • Scoped Access │ │ │ └─────────────────┘ └─────────────────┘ └─────────────────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ Individual Addons │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ Addon A │ │ Addon B │ │ Addon C │ │ Addon D │ │ │ │ │ │ │ │ │ │ │ │ │ │ enable() │ │ enable() │ │ enable() │ │ enable() │ │ │ │ onDisable │ │ onDisable │ │ onDisable │ │ onDisable │ │ │ │ UI/Routes │ │ UI/Routes │ │ UI/Routes │ │ UI/Routes │ │ │ │ API Calls │ │ API Calls │ │ API Calls │ │ API Calls │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ └─────────────────────────────────────────────────────────────────┘ ``` ## Basic Addon Structure Every addon exports an enable function that receives a context object: ```typescript import { QueryClient, QueryClientProvider } from '@tanstack/react-query'; import type { AddonContext, AddonEnableFunction } from '@wealthfolio/addon-sdk'; import { Button } from '@wealthfolio/ui'; function MyAddonPage({ ctx }: { ctx: AddonContext }) { return (

My Tool

); } // The host owns a single React root per addon and mounts the route `component` // itself. Capture the context at enable time so the route wrapper can hand it // down. (Do NOT call createRoot yourself — the host manages the lifecycle.) let addonCtx: AddonContext | undefined; const MyAddonRoute = () => ( ); const enable: AddonEnableFunction = async (ctx) => { addonCtx = ctx; // The sidebar entry and route are declared in manifest.json `contributes`, so // the host builds navigation before this addon boots. The runtime route `id` // MUST match `contributes.routes[].id`. ctx.router.add({ id: 'my-addon', path: '/addons/my-addon', component: MyAddonRoute, }); // Listen to events const unlistenPortfolio = await ctx.api.events.portfolio.onUpdateComplete(() => { // Handle portfolio updates }); // Cleanup. The host owns the React root, so there is no root to unmount. ctx.onDisable(() => { addonCtx = undefined; unlistenPortfolio(); }); }; export default enable; ``` ## Permission System Addons operate under a permission-based security model with three stages: #### 1\. Static Analysis During installation, addon code is scanned for API usage patterns: ```typescript // This pattern is detected: const accounts = await ctx.api.accounts.getAll(); // Detected permission: accounts.getAll ``` #### 2\. Permission Categories | Category | Risk Level | Common Functions | | --- | --- | --- | | `accounts` | High | getAll, create | | `portfolio` | High | getHoldings, getHolding, update, recalculate | | `activities` | High | getAll, search, create, update, saveMany, import | | `market-data` | Low | searchTicker, syncHistory, sync, getProviders, fetchDividends | | `assets` | Medium | getProfile, updateProfile, updateQuoteMode | | `quotes` | Low | update, getHistory | | `performance` | Medium | calculateHistory, calculateSummary, calculateAccountsSimple | | `currency` | Low | getAll, update, add, getRatesForDates | | `spending` | Medium | isEnabled, getCategories, getRules, saveRule, deleteRule, rerunRules | | `financial-planning` | Medium | getAll, create, update, getFunding, saveFunding | | `contribution-limits` | Medium | getAll, create, update, calculateDeposits | | `settings` | Medium | get, update, backupDatabase | | `files` | Medium | openCsvDialog, openSaveDialog | | `snapshots` | High | getAll, getByDate, save, checkImport, importSnapshots | | `events` | Low | onDrop, onUpdateComplete, onSyncComplete | | `network` | High | request | | `secrets` | High | set, get, use, delete | **Baseline capabilities are implicit.** `ui` (sidebar/router/navigation), private packaged `assets`, `query`, `toast`, `logger`, and `storage` are granted to every addon and are **not** declared in `permissions`. Only the data domains above plus `files`, `network`, `secrets`, `events`, `snapshots`, and `settings` need a declaration. #### 3\. User Approval During installation, users see both declared and detected permissions, plus declared network hosts. They can approve or reject the addon installation. Updates that add permissions require reinstall approval. ## Available APIs The addon context provides access to host APIs through a sandbox bridge: ```typescript interface AddonContext { ui: { root: HTMLElement; }; sidebar: SidebarManager; router: RouterManager; assets: AddonAssets; onDisable(callback: () => void): void; api: { accounts: AccountsAPI; portfolio: PortfolioAPI; activities: ActivitiesAPI; market: MarketDataAPI; assets: AssetsAPI; quotes: QuotesAPI; performance: PerformanceAPI; exchangeRates: ExchangeRatesAPI; spending: SpendingAPI; goals: GoalsAPI; contributionLimits: ContributionLimitsAPI; settings: SettingsAPI; files: FilesAPI; snapshots: SnapshotsAPI; events: EventsAPI; secrets: SecretsAPI; storage: StorageAPI; network: NetworkAPI; navigation: NavigationAPI; query: QueryAPI; toast: ToastAPI; logger: LoggerAPI; }; } ``` Formatting helpers and addon-owned translations are documented in the [Addon Localization guide](https://wealthfolio.app/docs/addons/localization/). The translation runtime requires Wealthfolio 3.8 or newer. ## Development Setup ### Required Packages ```bash npm install @wealthfolio/addon-sdk @wealthfolio/ui react react-dom npm install -D @wealthfolio/addon-dev-tools typescript vite ``` ### Core Dependencies - **@wealthfolio/addon-sdk**: TypeScript types and API definitions - **@wealthfolio/ui**: UI components based on shadcn/ui and Tailwind CSS - **@wealthfolio/addon-dev-tools**: CLI and development server ### Development Server The development tools include a hot-reload server: ```bash # Start development server npm run dev:server # Available on localhost:3001 # Auto-discovered by Wealthfolio ``` ```plaintext Development Server Structure: ├─ /health # Health check ├─ /status # Build status and generation ├─ /runtime-package # Manifest, runtime files, asset metadata ├─ /runtime-files # JavaScript and CSS └─ /runtime-assets/:id?generation= # Lazy asset bytes ``` Wealthfolio 3.7 requires `@wealthfolio/addon-dev-tools` 3.7 or newer. Runtime packages are immutable generations, so hot reload cannot mix asset metadata from one build with bytes from another. A 404 or 405 for `/runtime-package` means the development server must be upgraded and restarted. ## Project Structure ```plaintext hello-world-addon/ ├── src/ │ ├── addon.tsx # Main addon entry point │ ├── components/ # React components │ ├── hooks/ # React hooks │ ├── pages/ # Addon pages │ ├── utils/ # Utility functions │ └── types/ # Type definitions ├── assets/ # Private static assets (optional) ├── dist/ # Built files (generated) ├── manifest.json # Addon metadata and permissions ├── package.json # NPM package configuration ├── vite.config.ts # Build configuration ├── tsconfig.json # TypeScript configuration └── README.md # Documentation ``` ### Manifest File ```json { "id": "my-addon", "name": "My Addon", "version": "1.0.0", "main": "dist/addon.js", "description": "Addon description", "author": "Your Name", "sdkVersion": "3.8.0", "minWealthfolioVersion": "3.8.0", "enabled": true, "contributes": { "routes": [{ "id": "my-addon" }], "links": { "sidebar": [ { "id": "my-addon", "route": "my-addon", "label": "My Addon", "icon": "squares-four", "order": 100 } ] } }, "permissions": [], "hostDependencies": { "@wealthfolio/addon-sdk": "^3.8.0", "@wealthfolio/ui": "^3.8.0", "react": "^19.2.0", "react-dom": "^19.2.0" } } ``` A **route** (`contributes.routes`) is a durable addon page the host can render before the addon boots; a **link** (`contributes.links`, only the `"sidebar"` slot is consumed today) places a declared route in a host slot. The runtime `router.add({ id })` must use the same `id` as its declared route. Navigation and the baseline `ui` capability need no `permissions` entry. ## Packaged Assets Wealthfolio 3.7 indexes non-JavaScript/CSS files below `assets/**` and `dist/assets/**` automatically. JavaScript and CSS in those roots remain runtime modules and styles. There is no manifest asset list and no asset permission. ```typescript export default async function enable(ctx: AddonContext) { const logoUrl = await ctx.assets.getUrl('assets/logo.png'); const configBlob = await ctx.assets.getBlob('assets/config.json'); const config = JSON.parse(await configBlob.text()); ctx.api.logger.debug(`Loaded ${ctx.assets.list().length} assets`); } ``` `ctx.assets` contains files private to the addon package. It is unrelated to `ctx.api.assets`, which manages financial instruments. `getUrl()` returns a sandbox-local Blob URL that is cached for the addon lifetime and revoked on reload or disable; do not persist it. Local CSS `url(...)` references are rewritten relative to the stylesheet. `data:` and `blob:` URLs are preserved. Remote CSS URLs and `@import` are rejected, and JavaScript/JSX strings are not rewritten, so components must call `getUrl()` explicitly. Package remote images, fonts, media, and Wasm rather than fetching them in the opaque iframe. See [v3.7 compatibility and assets](https://wealthfolio.app/docs/addons/v3-7-assets/) for package limits, failure behavior, and the development-tools migration. ## Lifecycle Management ### Installation Process ```plaintext ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ │ │ │ │ │ │ ZIP File │───▶│ Extract │───▶│ Validate │───▶│ Analyze │ │ │ │ │ │ │ │ Permissions │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ │ │ │ │ │ │ Running │◀───│ Enable │◀───│ Load │◀─────────────┘ │ │ │ │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ ``` 1. **Extract**: Unzip addon package and read files 2. **Validate**: Check manifest.json structure and compatibility 3. **Analyze Permissions**: Scan code for API usage patterns 4. **Approve**: User reviews permissions and requested network hosts 5. **Load**: Create sandbox iframe with scoped APIs 6. **Enable**: Call addon’s enable function 7. **Running**: Addon functionality is active ### Lazy Activation Addons that declare `contributes.routes` boot **lazily**: the host reads the manifest and builds the sidebar and route table without executing any addon code, then calls `enable(ctx)` only when one of the addon’s routes is first visited. Because navigation comes from the manifest, a route survives reloads and deep links even before the addon has run. Sandbox failures degrade gracefully rather than crashing the host — blocked storage, an unknown API call, or an unavailable route surface as a toast plus an inline panel in the addon’s frame, and errors in one addon never affect another. ### Context Isolation Each addon runs in its own sandboxed iframe and receives an isolated context. Host APIs are exposed through a broker; addons do not receive host React globals, the raw host context, or another addon’s context. ```typescript // Addon "my-addon" accessing its own secrets await ctx.api.secrets.set('api-key', 'value'); const apiKey = await ctx.api.secrets.get('api-key'); ``` Secrets are stored in the OS keyring under the addon’s own scope. Other addons cannot read them. ## UI Components Addons have access to Wealthfolio’s UI component library: ```typescript import { Button, Card, Dialog, Input, Table } from '@wealthfolio/ui'; import { AmountDisplay, GainAmount, CurrencyInput } from '@wealthfolio/ui/financial'; import { TrendingUp, DollarSign } from 'lucide-react'; function MyComponent() { return (
Portfolio Growth
); } ``` Available libraries: - All Radix UI components - **Financial components** (`components/financial`) for amounts, gains, and currency inputs - Lucide React and Phosphor icons — for rendering **inside your own page** (any icon you like) - Tailwind CSS utilities - Recharts for data visualization - React Query for data fetching - date-fns for date manipulation The **sidebar** icon is different: it’s named by a string from a curated set (typed as `AddonIconName`), not a component you import. See [Sidebar icons](https://wealthfolio.app/docs/addons/api-reference/#sidebar-icons) for the full list. ## Build and Distribution ### Build Configuration Use the addon dev tools template when possible. It configures host dependencies so common libraries are provided by Wealthfolio instead of bundled into every addon. ```typescript // vite.config.ts export default defineConfig({ plugins: [react()], build: { target: ['chrome107', 'edge107', 'firefox104', 'safari16'], lib: { entry: 'src/addon.tsx', fileName: () => 'addon.js', formats: ['es'], }, rollupOptions: { external: [ 'react', 'react-dom', 'react-dom/client', '@wealthfolio/addon-sdk', '@wealthfolio/ui', ], }, }, }); ``` ### Package Scripts ```json { "scripts": { "build": "vite build", "dev": "vite build --watch", "dev:server": "wealthfolio-addon dev", "clean": "rm -rf dist", "package": "zip -r $npm_package_name-$npm_package_version.zip manifest.json dist/ assets/ README.md -x \"*.map\"", "bundle": "pnpm clean && pnpm build && pnpm package", "lint": "tsc --noEmit", "type-check": "tsc --noEmit" } } ``` ## Error Handling ### Addon Failures - Errors are logged but don’t affect other addons - Host application continues normally - Users see error notifications ### Permission Violations - `PermissionError` thrown for unauthorized API calls - API calls are blocked - Errors are logged for debugging ## Security Model - Each addon runs in a sandboxed iframe with a brokered API bridge - The iframe has an opaque origin; direct browser storage, filesystem paths, and top-level navigation are unavailable - Routes are limited to the addon’s own `/addon/` or `/addons/` path - Manifest permissions are enforced at runtime - Static analysis detects additional API usage during installation - Network access is brokered by the backend and limited to approved HTTPS hosts - Secrets are stored in the OS keyring and scoped by addon ID - Bearer authorization headers are injected by the backend from add-on-scoped secrets - Addon network requests are audited locally - Brokered network responses are text; package binary resources with the addon ## Publishing Users can install addons directly from ZIP files. To publish your addon in the Wealthfolio Store, contact **[wealthfolio@teymz.com](mailto:wealthfolio@teymz.com)**. ## Quick Start ### 🏃‍♂️ Quick Start Create your first addon Get Started → [View](https://wealthfolio.app/docs/addons/getting-started/) ### 📖 API Reference Explore available APIs Browse APIs → [View](https://wealthfolio.app/docs/addons/api-reference/) ### 📦 v3.7 Assets Package images, fonts, media, configuration, and Wasm Read the compatibility guide → [View](https://wealthfolio.app/docs/addons/v3-7-assets/) ### 💡 Examples See real addon implementations Browse Examples → [View](https://github.com/wealthfolio/wealthfolio-addons/tree/main/official) ### 🏪 Addon Store Explore available addons Visit Store → [View](https://wealthfolio.app/addons/) * * * --- # Addon Localization | Wealthfolio Source: https://wealthfolio.app/docs/addons/localization/ # Addon Localization Format values and translate addon interfaces using the user's Wealthfolio locale. * * * Last updated September 8, 2026 # Addon Localization Wealthfolio addons run inside a sandboxed iframe that follows the host application’s language and regional formatting settings. Formatting controls numbers, currencies, and dates; translation controls the strings owned by your addon. Both update when the user changes their settings. The sandbox localization runtime ships with Wealthfolio 3.8. Addons using these APIs must set both `sdkVersion` and `minWealthfolioVersion` to `3.8.0` or newer. ## Format numbers, currencies, and dates The UI language and formatting region are separate settings. A user may read Wealthfolio in French while formatting amounts as `en-US`. Do not hardcode locales or date patterns. Use the formatting hooks provided by `@wealthfolio/ui`: ```tsx import { useAmountFormatting, useDateFormatting, useLocalizationSettings, useNumberFormatting, } from '@wealthfolio/ui'; function HoldingRow({ value, currency, asOf }: Props) { const { formatAmount } = useAmountFormatting(); const { formatDate } = useDateFormatting(); const { formatPercent } = useNumberFormatting(); return (
{formatAmount(value, currency)} — {formatDate(asOf)} — {formatPercent(0.042)}
); } ``` Available hooks include: - `useAmountFormatting()` — `formatAmount`, `formatPrice`, `formatCompactAmount`, `formatRoundedAmount`, `formatCurrencySymbol`, and `currencyFractionDigits`. - `useNumberFormatting()` — `formatPercent`, `formatQuantity`, `formatDecimal`, locale-aware `parseNumber`, and decimal/group separators. - `useDateFormatting()` — `formatDate`, `formatDateTime`, `formatTime`, date-range helpers, and locale-aware `parseDate`. - `useLocalizationSettings()` — the raw `{ locale, uiLocale, timezone }` settings. ## Translate addon-owned strings Register translations once in `enable()` before the first render, then use the translation hook in React components: ```tsx import { registerTranslations, useAddonTranslation, type AddonContext, } from '@wealthfolio/addon-sdk'; export default function enable(ctx: AddonContext) { registerTranslations({ en: { title: 'Dividend Forecast', greeting: 'Hello {{name}}', holdings_one: '{{count}} holding', holdings_other: '{{count}} holdings', }, fr: { title: 'Prévision de dividendes', greeting: 'Bonjour {{name}}', }, }); // Register routes and sidebar items. } function Title() { const { t, language } = useAddonTranslation(); return

{t('title')}

; } ``` ### Behavior and fallback rules - Translation resources are private to the current addon. They cannot read or overwrite the host’s strings, and other addons cannot see them. - The language always follows Wealthfolio. Addons cannot change it. - Missing strings fall back to the addon’s `en` bundle and then to the translation key. Always ship a complete English bundle. - Interpolation uses `{{name}}`; plurals use `_one` and `_other` suffixes with `t('holdings', { count })`. - Components re-render on language changes and late `registerTranslations()` calls. - Namespace and language overrides passed to `t()` are ignored, and `$t()` nesting inside resource values is disabled. ### Supported language keys The host currently resolves `en`, `fr`, `de`, `es`, `pt`, `zh`, `zh-Hant`, `ja`, `ko`, and `it`. Regional aliases normalize to their supported language: for example, `fr-CA` becomes `fr` and Traditional Chinese aliases such as `zh-TW`, `zh-HK`, and `zh-MO` become `zh-Hant`. Register `zh-Hant` separately from `zh`. A missing Traditional Chinese string falls back to English, not Simplified Chinese. Valid language bundles outside the host’s supported set may be registered, but they are never selected. Invalid language keys are ignored with a warning. ## Using another localization library The host does not provide `react-i18next` or `i18next` as external dependencies. If your addon needs ICU messages, its own language switcher, or another language, bundle your own localization library. The addon sandbox blocks direct network access, so bundle translation resources instead of loading them from a remote backend. * * * --- # v3.7 Compatibility and Packaged Assets | Wealthfolio Source: https://wealthfolio.app/docs/addons/v3-7-assets/ # v3.7 Compatibility and Packaged Assets Migrate Wealthfolio 3.6 addons to the 3.7 development protocol and private packaged-asset API. * * * Last updated August 19, 2026 # Wealthfolio 3.7 addon compatibility Wealthfolio 3.7 keeps the documented 3.6 sandbox API compatible and adds private packaged assets. Existing 3.6 addons that contain only their JavaScript and CSS bundle continue to install, load, disable, and uninstall. | Addon or tool | Wealthfolio 3.7 | Earlier Wealthfolio versions | | --- | --- | --- | | Existing 3.6 addon | Supported | Supported according to its existing minimum version | | 3.7 addon using `ctx.assets` | Supported | Not supported; require Wealthfolio 3.7 | | `@wealthfolio/addon-dev-tools` 3.6 | Not supported for 3.7 live loading | Supported by matching 3.6 hosts | | `@wealthfolio/addon-dev-tools` 3.7 | Supported | Do not assume compatibility with older hosts | `sdkVersion` records the SDK used to build the addon. Runtime compatibility is enforced by `minWealthfolioVersion`. Existing 3.6 releases do not need a version bump merely to run on Wealthfolio 3.7, but an addon that adopts `ctx.assets` must set both fields to `3.7.0` or newer. ## Runtime compatibility Wealthfolio 3.7 pins the host, sandbox, and addon template to the same browser floor: | Runtime | Minimum supported version | | --- | --- | | Chrome, Edge, WebView2, Android WebView | 107 | | Firefox | 104 | | Safari and WKWebView | 16 | | Wealthfolio for macOS | macOS 12 | | Wealthfolio for iPhone and iPad | iOS/iPadOS 16 | Linux and Android use the WebKitGTK and Android System WebView installed on the device, so keep those components updated. Pin the same target in addon projects instead of inheriting Vite’s changing default: ```typescript build: { target: ['chrome107', 'edge107', 'firefox104', 'safari16'], } ``` ## Upgrade a development project ```json { "dependencies": { "@wealthfolio/addon-sdk": "^3.7.0", "@wealthfolio/ui": "^3.7.0" }, "devDependencies": { "@wealthfolio/addon-dev-tools": "^3.7.0" } } ``` ```json { "sdkVersion": "3.7.0", "minWealthfolioVersion": "3.7.0" } ``` Wealthfolio 3.7 loads development addons from `/runtime-package`. The response identifies one immutable generation containing the manifest, runtime files, and asset metadata. Asset bytes are requested later from the same generation. A 404 or 405 for `/runtime-package` means the development server is too old; upgrade the dev tools and restart it. ## Package private assets There is no `assets` manifest field and no new permission. Wealthfolio indexes these roots automatically: - `assets/**` - `dist/assets/**` JavaScript and CSS in either root remain executable runtime files. Source maps, `.gitkeep`, and `.DS_Store` are not exposed as assets. Asset roots must be directories, and symlinks are rejected. ```typescript export default async function enable(ctx: AddonContext) { const [logoUrl, configBlob, wasmBlob] = await Promise.all([ ctx.assets.getUrl('assets/logo.png'), ctx.assets.getBlob('assets/config.json'), ctx.assets.getBlob('dist/assets/module.wasm'), ]); const config = JSON.parse(await configBlob.text()); await WebAssembly.instantiate(await wasmBlob.arrayBuffer()); ctx.api.logger.debug(`Loaded ${config.name} from ${logoUrl}`); } ``` `ctx.assets` is the addon’s private package registry. `ctx.api.assets` is a different API for Wealthfolio financial instruments. The private registry never exposes host filesystem paths or opaque internal identifiers. ## CSS and JavaScript behavior Local CSS `url(...)` references are rewritten to sandbox-local Blob URLs relative to the stylesheet. For example, `dist/addon.css` can use `url('./assets/background.png')` for `dist/assets/background.png`. Root-relative paths resolve from the package root. `data:` and `blob:` URLs are preserved. Remote CSS URLs and `@import` are rejected when the addon loads. Bundle imported CSS and package remote images, fonts, media, or Wasm instead. JavaScript and JSX strings such as `` are not rewritten; call `await ctx.assets.getUrl(...)`. ## Limits and lifecycle - Maximum 256 entries across runtime files and assets. - Maximum 5 MiB per file and 25 MiB for the package. - Asset bytes load lazily and are verified against their indexed generation. - Concurrent requests for the same asset share one load; failed loads can be retried. - `getUrl()` values are cached for the sandbox lifetime and automatically revoked on reload or disable. Do not persist them. - Missing, invalid, or changed assets reject their promise. Provide a fallback for optional assets. ## Sandbox and network boundaries The addon iframe has an opaque origin. Direct browser storage, filesystem paths, top-level navigation, and direct network access are not addon APIs. Use `ctx.api.storage` for durable state and `ctx.api.network.request()` for manifest-approved HTTPS hosts. Brokered network responses are text. Binary resources should be packaged as private assets rather than downloaded at runtime. Web Workers and service workers, popups/new windows, and remote CSS imports are also blocked. A packaged JavaScript asset cannot be used as a Worker entry point. These restrictions are intentional and consistent across supported browser engines. ## Release checklist 1. Inspect the ZIP and verify each asset is under `assets/` or `dist/assets/`. 2. Set `minWealthfolioVersion` to `3.7.0` when using `ctx.assets`. 3. Develop with `@wealthfolio/addon-dev-tools` 3.7 or newer. 4. Test CSS backgrounds, images, fonts, media, and Wasm in the Wealthfolio sandbox. 5. Confirm disable/reload releases listeners, UI references, and Blob URLs. 6. For a Wealthfolio release, smoke-test one addon on Windows WebView2, macOS WKWebView, iOS WKWebView with the keyboard open, Linux WebKitGTK, and Android WebView when addons are available there. * * * --- # Activity Types | Wealthfolio Source: https://wealthfolio.app/docs/concepts/activity-types/ # Activity Types How Wealthfolio models trades, cash flows, income, transfers, subtypes, and position intent. * * * Last updated September 8, 2026 Activities are the atomic events that drive portfolio state in Wealthfolio—every trade, cash movement, fee, or corporate action is recorded as an **activity**. Accurate performance, cash-flow, and tax reporting all start with choosing the right activity type. * * * ## 1 · Activity Types at a Glance | Type | Typical Use Case | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **BUY** | Buy a security, buy to open, or buy to cover. | ↓ cash | ↑ long or ↓ short | | **SELL** | Sell a holding, sell to close, or sell short. | ↑ cash | ↓ long or ↑ short | | **SPLIT** | Stock split or reverse split. | — | qty & unit cost adjusted | | **DIVIDEND** | Cash dividend on a security. | ↑ cash | — | | **INTEREST** | Interest on cash or fixed-income. | ↑ cash | — | | **CREDIT** | Cash credit (bonus, rebate, refund). | ↑ cash | — | | **DEPOSIT** | Funds added from outside Wealthfolio. | ↑ cash | — | | **WITHDRAWAL** | Funds sent to an external account. | ↓ cash | — | | **TRANSFER\_IN** | Move cash or securities **into** this account. With the **External** flag, also covers opening balances, gifts, and inheritances. | ↑ cash or ↑ quantity | ↑ quantity (for securities) | | **TRANSFER\_OUT** | Move cash or securities **out of** this account. With the **External** flag, also covers write-offs and crypto sent to untracked wallets. | ↓ cash or ↓ quantity | ↓ quantity (for securities) | | **FEE** | Standalone brokerage or platform fee. | ↓ cash | — | | **TAX** | Tax deducted from the account. | ↓ cash | — | | **ADJUSTMENT** | Non-trade correction (see subtypes). | Depends on subtype | Depends on subtype | * * * ## 2 · Activity Types in Detail ### Trading Activities | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **BUY** | Purchase a security. With Close Position intent, buys back a short stock/ETF lot or short option contract. | Cash decreases by total cost (qty x price + fees) | Opens/increases a long lot, or reduces a short lot | | **SELL** | Sell a security you hold. With Open Position intent, opens/increases a short stock/ETF lot or written option. | Cash increases by net proceeds (qty x price - fees) | Closes long lots FIFO, or opens/increases a signed short lot when explicitly marked | | **SPLIT** | Record a stock split or reverse split. Adjusts share count and per-share cost so total value stays the same. | No change | Quantity and unit cost adjusted; total cost basis unchanged | ### Income Activities | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **DIVIDEND** | Cash dividend paid on a security you hold. | Cash increases by dividend amount | No change | | **INTEREST** | Interest earned on cash balances or fixed-income holdings. | Cash increases by interest amount | No change | | **CREDIT** | A cash credit applied to your account (see subtypes below for specifics). | Cash increases by credit amount | No change | For a bond coupon, add an **INTEREST** activity and select the bond in the optional **Symbol** field. Wealthfolio attributes the payment to that bond and includes it in the bond’s income and total return. Coupon payments currently remain in the general Interest category; dedicated coupon-specific UI and reporting are not yet available. ### Cash Flow Activities | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **DEPOSIT** | Money you add to your brokerage account from an external source (bank transfer, wire, etc.). | Cash increases | No change | | **WITHDRAWAL** | Money you take out of your brokerage account to an external destination. | Cash decreases | No change | ### Transfer Activities Transfers come in two flavors, controlled by an **External** flag on the activity: - **Internal** (External unchecked): paired with a matching activity on another Wealthfolio account. Cost basis travels between accounts. No new capital enters or leaves your tracked portfolio. - **External** (External checked): one-sided. The other side of the move lives outside Wealthfolio. Used for opening balances, gifts/inheritances received, RSUs vested, write-offs, crypto sent to untracked wallets, etc. | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **TRANSFER\_IN** | Move cash or securities **into** this account. Internal: paired with `TRANSFER_OUT` from another Wealthfolio account, cost basis preserved. External: opens a new lot at the cost basis you provide. | Cash or position increases | Position quantity increases (for securities) | | **TRANSFER\_OUT** | Move cash or securities **out of** this account. Internal: cost basis exported to the destination Wealthfolio account. External: lots closed via FIFO with no gain realised (the asset leaves your portfolio). | Cash or position decreases | Position quantity decreases (for securities) | ### Expense Activities | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **FEE** | A stand-alone brokerage or platform fee not tied to a specific trade (e.g., annual account fee, custody fee, advisory fee). | Cash decreases | No change | | **TAX** | A tax charge deducted from your account (e.g., dividend withholding tax, capital gains tax). | Cash decreases | No change | ### Position Adjustment Activities | Type | What It Does | Cash Impact | Holdings Impact | | --- | --- | --- | --- | | **ADJUSTMENT** | A non-trade correction or transformation (see subtypes below). | Depends on subtype | Depends on subtype | * * * ## 3 · Subtypes Some activity types have **subtypes** that provide more specific behavior. When you select a subtype, Wealthfolio automatically handles the underlying mechanics for you. ### Trade Intent Subtypes `BUY` and `SELL` can carry position intent. This is required for options and used for explicit stock/ETF short workflows. | Subtype | Parent Type | What It Does | Common labels / aliases | | --- | --- | --- | --- | | **POSITION\_OPEN** | BUY / SELL | Opens or extends a position. For `BUY`, this is a long/opening buy. For `SELL`, this is a sell-to-open or explicit stock/ETF short. | Buy to Open, BTO, Sell to Open, STO, Sell Short, Short Sell | | **POSITION\_CLOSE** | BUY / SELL | Closes or reduces an existing position. For `BUY`, this covers a short. For `SELL`, this closes a long option position. | Buy to Close, BTC, Buy to Cover, Cover Short, Sell to Close, STC | Plain stock/ETF `SELL` activities do **not** open short lots. Use **Sell Short** to open or increase a short stock/ETF position, and **Buy to Cover** to reduce it. ### Dividend Subtypes | Subtype | Parent Type | What It Does | Example | | --- | --- | --- | --- | | **DRIP** (Dividend Reinvestment) | DIVIDEND | Dividend is automatically reinvested to buy more shares of the same security. Wealthfolio records both the dividend income and the resulting purchase. | You own 100 shares of AAPL. A $50 dividend is paid and automatically used to buy 0.25 more shares. | | **Dividend in Kind** | DIVIDEND | Dividend paid as additional shares of the same security rather than cash. Wealthfolio records both the dividend income and resulting acquisition. | A fund pays a stock dividend and you receive additional units instead of cash. | ### Interest Subtypes | Subtype | Parent Type | What It Does | Example | | --- | --- | --- | --- | | **Staking Reward** | INTEREST | Crypto staking income received as additional tokens. Wealthfolio records the interest income and the resulting token acquisition. | You stake 10 ETH and receive 0.05 ETH as a staking reward. | ### Credit Subtypes | Subtype | Parent Type | What It Does | Counts as New Capital? | Example | | --- | --- | --- | --- | --- | | **Bonus** | CREDIT | An external cash credit like a sign-up bonus or referral reward. | Yes (like a deposit) | Your broker gives you a $100 welcome bonus. | | **Trading Rebate** | CREDIT | A rebate on trading costs (e.g., maker rebate, volume discount). | No (reduces costs) | You receive a $5 maker rebate for providing liquidity. | | **Fee Refund** | CREDIT | A reversal or correction of a previously charged fee. | No (reverses a cost) | Your broker refunds an erroneous $25 service charge. | | **Reimbursement** | CREDIT | An external reimbursement of a cost paid back to you. | No (reverses a cost) | Your broker reimburses a $30 outgoing-transfer fee. | ### Adjustment Subtypes | Subtype | Parent Type | What It Does | Example | | --- | --- | --- | --- | | **Option Expiry** | ADJUSTMENT | Removes a worthless expired option contract from your holdings. No cash changes hands. | Your call option on TSLA expires out of the money. The position is removed and the premium paid is realized as a loss. | * * * ## 4 · Quick-Start Cheat-Sheet | Scenario | Recommended Activities | Why | | --- | --- | --- | | **Setting up for the first time** | External `TRANSFER_IN` for each position + `DEPOSIT` for cash | Fastest way to seed your current portfolio snapshot | | **Day-to-day trading** | `BUY`, `SELL`, `DIVIDEND`, `INTEREST` | Full profit/loss tracking and cash reconciliation | | **Moving between accounts** | `TRANSFER_OUT` from source + `TRANSFER_IN` to destination | Preserves cost basis; avoids phantom gains or losses | | **Standalone charges** | `FEE` for account fees, `TAX` for tax deductions | Keeps expenses explicit and separate from trades | | **Received a gift or inheritance** | External `TRANSFER_IN` | Records the position without implying a purchase | | **Writing off a worthless stock** | External `TRANSFER_OUT` | Removes the position without needing sale proceeds | | **Stock split (e.g., 4-for-1)** | `SPLIT` | Adjusts quantity and per-share cost; total value unchanged | | **Dividend reinvestment (DRIP)** | `DIVIDEND` with DRIP subtype | Automatically records both the dividend and the share purchase | | **Crypto staking rewards** | `INTEREST` with Staking Reward subtype | Records token income and acquisition in one step | | **Sell short stock/ETF** | `SELL` with Position Open / Sell Short intent | Creates a signed short lot; plain sells never open shorts | | **Buy to cover stock/ETF short** | `BUY` with Position Close / Buy to Cover intent | Reduces the oldest short lot first | | **Buy or sell options** | `BUY` / `SELL` with Open or Close intent | Distinguishes BTO/STO/BTC/STC and applies the option multiplier | | **Broker sign-up bonus** | `CREDIT` with Bonus subtype | Tracks the bonus as new capital entering your portfolio | | **Option expired worthless** | `ADJUSTMENT` with Option Expiry subtype | Cleanly removes the position and realizes the loss | | **Fee refund from broker** | `CREDIT` with Fee Refund subtype | Reverses the fee without inflating your capital contributions | * * * ## 5 · Workflow Styles ### Simple (Holdings-Only) - Use External `TRANSFER_IN` / `TRANSFER_OUT` to set up your current positions. - Adjust cash once with `DEPOSIT` / `WITHDRAWAL`. - **Good for:** Quick onboarding, backfilling missing history, or when you only care about tracking portfolio value over time. ### Full (Transaction-Level) 1. Seed each account with a `DEPOSIT`. 2. Record every `BUY`, `SELL`, `DIVIDEND`, `INTEREST`. 3. Mirror transfers between accounts with `TRANSFER_IN` / `TRANSFER_OUT`. 4. Log ad-hoc expenses via `FEE` and `TAX`. - **Good for:** Precise time-weighted and money-weighted returns, cash-flow analysis, and tax reporting. You can freely mix the two styles — for example, backfill long-held shares with an External `TRANSFER_IN`, then switch to `BUY`/`SELL` going forward. * * * ## 6 · How Fees Work Fees can be recorded in two ways, depending on the situation: | Method | When to Use | How It Works | | --- | --- | --- | | **Inline fee on a trade** | The fee is part of a BUY or SELL order | Add the fee amount directly on the BUY/SELL activity. For buys, the fee increases your cost basis. For sells, the fee reduces your proceeds. | | **Standalone FEE activity** | The fee is not tied to a specific trade (account fee, advisory fee, etc.) | Create a separate `FEE` activity. Cash is reduced by the fee amount. | ! **Never double-count fees.** If your broker statement shows a $10 commission on a BUY order, either include it as the fee on the BUY activity _or_ create a separate FEE activity — not both. * * * ## 7 · How Transfers Work Transfers come in two flavors: ### Cash Transfers Record a `TRANSFER_OUT` on the source account and a `TRANSFER_IN` on the destination account for the same amount. No security/symbol is needed. ### Securities Transfers When you transfer a stock or other holding between accounts, Wealthfolio preserves the original cost basis: 1. `TRANSFER_OUT` on the source account (specify the security and quantity) 2. `TRANSFER_IN` on the destination account (same security and quantity) The receiving account inherits the original purchase cost, so your gain/loss calculations remain accurate. i **Tip:** If the transfer is from an external source (not another Wealthfolio account), a `TRANSFER_IN` by itself is fine — you don’t need a matching `TRANSFER_OUT`. * * * ## 8 · Key Rules & Gotchas | Topic | What to Know | Why It Matters | | --- | --- | --- | | **Lot selection** | FIFO (First In, First Out) is the default method. When you sell, the oldest shares are sold first. | Affects your realized profit/loss and tax calculations. | | **Fractional shares** | Quantities support up to eight decimal places. | You can accurately track fractional share purchases and crypto holdings. | | **Retroactive entries** | Activities can be inserted for any past date — Wealthfolio recalculates all balances automatically. | You can backfill historical trades at any time without breaking anything. | | **Multi-currency** | Currency conversion uses the exchange rate on the trade date. | Keeps cross-currency returns and cash balances matching your broker statement. | | **Options multiplier** | For options, the price is per-share but each contract covers multiple shares (typically 100). The multiplier is applied automatically. | Ensures correct cost basis for option positions. | | **Options intent** | Options need explicit Open or Close intent: BTO, STO, BTC, or STC. | Prevents an option close from being interpreted as a new position. | | **Short positions** | Plain stock/ETF sells do not open shorts. Use Sell Short, then Buy to Cover. | Prevents accidental negative positions from oversells. | | **Inline fees vs. standalone** | `BUY`/`SELL` can include an inline fee, or you can log a separate `FEE`. Never do both for the same charge. | Avoids double-counting expenses. | | **CSV import format** | CSV files must be UTF-8 encoded with ISO-8601 dates (`2025-03-15`), decimal points (not commas), and headers matching the expected column names. | Prevents import errors. | * * * **Next step:** Import or create activities manually or via CSV uploader, then view the timeline in the **Activities** tab to verify that cash and positions reconcile as expected. * * * --- # Cost Basis & Lots | Wealthfolio Source: https://wealthfolio.app/docs/concepts/cost-basis-and-lots/ # Cost Basis & Lots How Wealthfolio tracks the cost basis of long and short lots, through splits, transfers, DRIPs, and partial sales. * * * Last updated September 8, 2026 Every share you buy creates a **long lot**; every explicit Sell Short creates a signed **short lot**. A lot is a unit of cost basis that follows that position until it’s closed. Lot accounting is what makes the difference between “you sold some Apple, here’s your gain” and “you sold these specific shares bought on this date at this price, here’s your gain and your remaining basis.” This page covers how Wealthfolio’s lot tracking works, why we made the choices we did, and what to expect when activities touch your lots. * * * ## 1 · The mental model Think of each `BUY` as opening a numbered lot: ```plaintext Lot #1: 2024-01-10 20 shares @ $150.00 cost basis = $3,000 Lot #2: 2024-04-15 10 shares @ $180.00 cost basis = $1,800 Lot #3: 2024-08-22 5 shares @ $200.00 cost basis = $1,000 ----------- Total: 35 shares $5,800 Average cost: $165.71 ``` The **average cost** line is a convenience display — total cost basis of your open lots divided by the shares you hold. It is _not_ a moving-average accounting method: Wealthfolio doesn’t keep a running moving-average price, and the figure simply re-derives from whatever lots are still open. (See [the note for moving-average jurisdictions](https://wealthfolio.app/docs/concepts/cost-basis-and-lots/#9--why-not-lifo-weighted-average-or-specific-identification) below.) Lots only exist when you track real activities. A **manually-entered holding** (a manual account snapshot) stores just a quantity and the average cost you type in — there’s no per-lot history behind it, so FIFO and realized-gain tracking only kick in once the position is built from actual `BUY` / `SELL` / `TRANSFER` activities. Every `SELL`, **Buy to Cover**, or `TRANSFER_OUT` closes shares from one or more lots. Wealthfolio decides **which** lots to close using a method called **FIFO**. * * * ## 2 · FIFO: first in, first out Wealthfolio closes the **oldest lot first**. Sell 25 shares from the position above and you’ll close all of Lot #1 (20 shares) plus 5 shares from Lot #2: ```plaintext Sell 25 shares @ $195 Closed: Lot #1: 20 shares × ($195 - $150) = $900 realized gain Lot #2: 5 shares × ($195 - $180) = $75 realized gain Realized gain total: $975 Remaining: Lot #2: 5 shares @ $180 = $900 cost basis Lot #3: 5 shares @ $200 = $1,000 cost basis Total: 10 shares $1,900 ``` Why FIFO? - **Defensible.** It’s the default cost-basis method in most jurisdictions, so your Wealthfolio numbers will tend to match what your broker reports for tax purposes. - **Simple to reason about.** No “which lots am I selling?” guessing. The oldest go first, period. - **Stable.** Adding a backdated trade doesn’t reshuffle which shares were “sold” in later sales unless the backdate is actually earlier than those sales. **Selling more than you hold?** A plain `SELL` still does not open or increase a short lot. Wealthfolio closes every available long lot, caps the position at zero, and flags the oversell. If you meant to open a short stock or ETF position, use **Sell Short** instead; that creates a signed negative lot. Use **Buy to Cover** to close short lots FIFO. * * * ## 3 · How activities change lots | Activity | Effect on lots | | --- | --- | | `BUY` | Opens a new long lot at the trade price. Fee is folded into cost basis. | | `SELL` | Closes shares from the oldest long lot(s) first. Fee reduces proceeds. Plain sells do not open short lots. | | `SELL` (Sell Short) | Opens or extends a signed short lot for stocks and ETFs. | | `BUY` (Buy to Cover) | Closes shares from the oldest short lot(s) first. | | `SPLIT` | Adjusts quantity and per-share cost on every existing lot. Total cost basis is unchanged. | | `DIVIDEND` (DRIP subtype) | Opens a new lot at the DRIP price for the reinvested shares. | | `DIVIDEND in Kind` | Opens a new lot for additional units of the same security at the broker-reported cost basis. | | `TRANSFER_IN` | Restores the original lots (cost basis preserved) when paired with a `TRANSFER_OUT` from another Wealthfolio account. With the **External** flag, opens a single lot at the cost basis you provide. | | `TRANSFER_OUT` | Closes lots oldest-first; no gain is realised. Internal: basis travels to the destination account. External: basis simply leaves Wealthfolio with the asset. | | `ADJUSTMENT` (Option Expiry) | Closes the option lot to zero, realizing the premium paid as a loss. | | `DEPOSIT` / `WITHDRAWAL` / `INTEREST` / `FEE` / `TAX` / cash `DIVIDEND` | No effect on lots. These move your cash balance only — cost basis lives entirely in share lots. | * * * ## 4 · Worked example: BUY → SPLIT → SELL You buy, the stock splits, you sell. What does each activity do to your basis? ```plaintext 2024-01-10 BUY 10 @ $400 Lot #1: 10 shares, cost $400/share, total cost $4,000 2024-06-01 SPLIT 4-for-1 Lot #1: 40 shares, cost $100/share, total cost $4,000 2024-09-15 SELL 25 @ $120 Closes 25 shares from Lot #1 Cost basis closed: 25 × $100 = $2,500 Proceeds: 25 × $120 = $3,000 Realized gain: $500 Remaining Lot #1: 15 shares, cost $100/share, total cost $1,500 ``` Notice that the SPLIT didn’t realize a gain; it just rebalanced the lot. The realized gain on the SELL uses the **post-split** per-share cost. * * * ## 5 · Transfers preserve cost basis When you move shares between two Wealthfolio accounts: ```plaintext Account A (Brokerage) Account B (Roth IRA — *don't actually do this*) Lot: 100 shares @ $150 — ↓ TRANSFER_OUT 50 shares Lot: 50 shares @ $150 Lot: 50 shares @ $150 (received via TRANSFER_IN) ``` Both halves of the lot share the original cost basis. Wealthfolio doesn’t realize a gain; moving shares isn’t selling them. For transfers from **external** accounts (not another Wealthfolio account), a standalone `TRANSFER_IN` opens a single new lot at whatever cost basis you provide. Set it to your broker’s “transferred-in basis” if you have it, or to the average cost as of the transfer date. * * * ## 6 · DRIP and dividend-in-kind A `DIVIDEND` with the **DRIP** subtype does two things in one activity: 1. Records the dividend income at the cash amount. 2. Opens a new lot for the reinvested shares at the DRIP price. That new lot starts the FIFO clock on those shares from the DRIP date. Relevant for short-vs-long-term capital gains tax in some jurisdictions. A `DIVIDEND in Kind` opens a lot for additional units of the same security at the cost basis your broker reports. For a true spin-off into a different ticker, record the received security as an External `TRANSFER_IN` using the broker-reported basis. * * * ## 7 · Fractional shares Lots are tracked to 8 decimal places. DRIP fractions, crypto satoshis, and broker fractional-share programs are all first-class. * * * ## 8 · Cost basis and currency Each lot’s cost basis is stored in the **asset’s own currency**. A lot of a USD-listed stock carries a USD cost basis; a EUR-listed stock carries EUR — regardless of your account’s base currency. If you enter a trade in a different currency than the asset, Wealthfolio converts it at the trade’s FX rate and remembers the rate it used. What matters for tax: when you **sell**, the realized gain reported in your base currency is built from two different FX rates — - **Cost basis** is converted at the **acquisition-date** rate. - **Proceeds** are converted at the **disposal-date** rate. ```plaintext Buy 10 shares @ $100 when 1 EUR = 1.10 USD → basis €909 Sell 10 shares @ $100 when 1 EUR = 1.00 USD → proceeds €1,000 Realized gain (EUR): €91 — even though the price in USD never moved. ``` In other words, **currency movement is folded into your realized gain**, not broken out separately. The share price can be flat in its local currency and you’ll still show a gain or loss in your base currency from the FX swing. This is the standard treatment in most jurisdictions, but it’s worth knowing before you reconcile against a broker statement denominated in the asset’s currency. * * * ## 9 · Why not LIFO, weighted-average, or specific-identification? FIFO is opinionated by design — but it’s the starting point, not the end state. **Additional cost-basis methods will be added in future versions.** The most-requested alternatives on the roadmap: - **LIFO (last in, first out):** common in certain US tax strategies. Not implemented yet; planned for a future version. - **Weighted-average / moving-average cost (WAC — called ACB in Canada, _gleitender Durchschnittspreis_ in Austria/Germany):** several jurisdictions require a moving average rather than FIFO. Canada uses ACB by default; Austria taxes realized gains on a moving average. The “average cost” shown on a holding is _not_ this method — it’s a display figure derived from your open FIFO lots, so after a partial sale it reflects the remaining lots rather than a running moving average. Until WAC ships, your Wealthfolio realized-gain numbers will diverge from a moving-average tax calculation, so you’ll need to reconcile manually in the meantime. - **Specific identification:** picking which lots to close on each sale. Powerful for tax-loss harvesting, but adds a lot of UI complexity. Planned. The honest answer: we’d rather ship FIFO well first and add the other methods in later versions than ship three half-finished accounting modes at once. Vote on what should come next in [GitHub Discussions](https://github.com/wealthfolio/wealthfolio/discussions). * * * ## 10 · Where to see your lots Open any holding from the **Holdings** page. The asset detail view has a **Lots** tab that shows every open lot, its purchase date, original cost, and current unrealized gain/loss. The same view powers the **realized vs. unrealized** breakdown on the Performance page. * * * **Next step:** [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/) walks through how realized and unrealized gains combine into the TWR and MWR numbers on your dashboard. * * * --- # Core Concepts | Wealthfolio Source: https://wealthfolio.app/docs/concepts/ # Core Concepts Objects Wealthfolio uses under the hood. * * * Last updated September 8, 2026 ## Account | Field | Purpose | | --- | --- | | **Name** | Display label (2–50 characters) | | **Group** | Collapses similar accounts on the dashboard (e.g. _RRSP_) | | **Type** | _Securities · Cash · Credit Card · Crypto_ | | **Currency** | The account’s currency; set at creation, converted to your base currency for totals | | **Tracking mode** | _Transactions_ (record every activity) or _Holdings_ (snapshots) | | **Status** | _Active_, _Hidden_ (stays in totals), or _Archived_ (removed, restorable) | ## Activity All portfolio changes resolve into one of these actions. | Type | Cash Δ | Holdings Δ | Notes | | --- | --- | --- | --- | | **BUY** | − | + | Fee optional | | **SELL** | + | − | Gain tracked | | **DIVIDEND** | + | 0 | Cash income | | **INTEREST** | + | 0 | Cash income | | **DEPOSIT / WITHDRAWAL** | ± | 0 | Cash only | | **TRANSFER\_IN / OUT** | ± | ± | Internal keeps cost basis; External seeds/removes positions (opening balances, gifts, write-offs) | | **FEE / TAX** | − | 0 | Stand-alone charges | | **SPLIT** | 0 | qty/price adjust | No value change | Cash legs post to the synthetic symbol `$CASH-` automatically. ## Symbol lookup 1. Exact ticker (`AAPL`, `BTC-USD`). 2. Ticker + suffix (`RY.TO`). 3. First Yahoo Finance hit. Need to override? Use the **Universal Symbol ID**. ## FX rates - Pulled every 6 h from the default market data provider. - View/edit: `Settings → General → Exchange Rates`. - Manual rates override auto values until you change them again. * * * --- # Market Data & FX | Wealthfolio Source: https://wealthfolio.app/docs/concepts/market-data-and-fx/ # Market Data & FX How Wealthfolio resolves symbols, fetches prices, and converts between currencies, and where to expect gain/loss to move when the FX rate moves. * * * Last updated September 8, 2026 ### How symbols work Wealthfolio stores each asset’s identifier as a **canonical ticker** (e.g. `RY`, `AAPL`, `BTC`) plus an optional **exchange MIC code** (`XTSE`, `XNAS`, `XLON`…). That pair is provider-agnostic; the same asset can be priced by Yahoo, Alpha Vantage, Börse Frankfurt, OpenFIGI, or a custom scraper, and Wealthfolio’s resolver translates the canonical pair into whatever format each provider expects. When you add an asset you can type either: - The bare ticker (`AAPL`): for US equities the MIC defaults to `XNAS`. - A Yahoo-style suffix (`RY.TO`): Wealthfolio parses the suffix into a ticker + MIC. - A MIC-qualified form (`RY @ XTSE`): same outcome. If a specific provider expects a different symbol for an asset (one of your custom scrapers fetches `SHOP` as `SHOP-CA`, say), set a **per-provider override** on the asset’s Market Data tab. The canonical symbol stays clean; the override is used only when querying that one provider. ### Built-in providers | Provider | Covers | Symbol format | | --- | --- | --- | | **Yahoo Finance** | Equities, ETFs, crypto, FX, commodities | Ticker + Yahoo suffix (`RY.TO`, `BTC-USD`, `EURUSD=X`) | | **Alpha Vantage** | Equities, crypto, FX (BYO key) | Ticker + Alpha Vantage exchange code | | **Finnhub** | Equities, company profiles (BYO key) | Bare ticker | | **MarketData.app** | Equities (BYO key) | Bare ticker | | **OpenFIGI** | Bonds, identifier lookup | ISIN (e.g. `US912797KL68`) | | **Börse Frankfurt** | German exchange listings | `MIC:ticker` (e.g. `XETR:SAP`) | | **Metal Price API** | Precious metals spot | Metal code | | **US Treasury Calc** | US Treasuries | CUSIP | | **Custom providers** | Anything you can hit with HTTP | User-defined template ([guide](https://wealthfolio.app/docs/guide/custom-providers/)) | You pick the **preferred provider** per asset. If the preferred one is unhealthy or rate-limited, the resolver falls through to other capable providers. ### Yahoo Finance suffix table Yahoo is the default provider for most users, so its suffix convention is the one you’ll see most often. The mappings: | Exchange | Suffix | Example | | --- | --- | --- | | NASDAQ / NYSE (US) | _none_ | `AAPL` | | Toronto Stock Exchange | `.TO` | `RY.TO` | | TSX Venture (Canada) | `.V` | `WELL.V` | | London Stock Exchange | `.L` | `HSBA.L` | | Euronext Amsterdam | `.AS` | `IWDA.AS` | | Euronext Paris | `.PA` | `MC.PA` | | Euronext Brussels | `.BR` | `KBC.BR` | | Xetra (Germany) | `.DE` | `SAP.DE` | | SIX Swiss Exchange | `.SW` | `NESN.SW` | | Borsa Italiana | `.MI` | `ENI.MI` | | BME (Madrid) | `.MC` | `SAN.MC` | | Hong Kong Stock Exchange | `.HK` | `0700.HK` | | Tokyo Stock Exchange | `.T` | `7203.T` | | Shanghai | `.SS` | `601398.SS` | | Shenzhen | `.SZ` | `000333.SZ` | | Australia (ASX) | `.AX` | `BHP.AX` | | New Zealand (NZX) | `.NZ` | `FPH.NZ` | | Bovespa (São Paulo) | `.SA` | `PETR4.SA` | | BMV (Mexico) | `.MX` | `WALMEX.MX` | | Stockholm | `.ST` | `VOLV-B.ST` | | Helsinki | `.HE` | `NOKIA.HE` | | Oslo | `.OL` | `EQNR.OL` | | Copenhagen | `.CO` | `NOVO-B.CO` | | Warsaw | `.WA` | `PKO.WA` | | Vienna | `.VI` | `EBS.VI` | | Johannesburg | `.JO` | `MTN.JO` | | Tel Aviv (TASE) | `.TA` | `TEVA.TA` | | BSE (India) | `.BO` | `RELIANCE.BO` | | NSE (India) | `.NS` | `RELIANCE.NS` | For comprehensive market coverage and potential data delays, consult [Yahoo Finance’s market coverage docs](https://help.yahoo.com/kb/finance-for-web/sln2310.html). #### Custom Assets You can also record custom assets without an automatic ticker lookup. This is useful for tracking assets where market data is not automatically available or for assets you wish to price manually. For such custom assets, you will need to regularly update their price information through the asset’s page, typically in a “Quote” or “Pricing” section. ## Symbol lookup 1. Exact ticker (`AAPL`, `BTC-USD`). 2. Ticker + suffix (`RY.TO`). 3. First Yahoo Finance hit. ## FX rates - Pulled with the other market data from the default market data provider. - View/edit and add manual rates via `Settings→General→Exchange Rates`. - Manual rates you define take precedence over automatically fetched market data for the specified currency pairs and will be used by the system until you modify or remove them. ### Levels of Currency The application handles currencies at four distinct levels to provide accurate and flexible financial tracking: 1. **Base Currency**: This is the primary currency for your entire portfolio. All aggregated reports and overall wealth summaries are presented in this currency. You set this once, typically when you first set up the application. 2. **Account Currency**: Each account (e.g., a specific bank account, brokerage account) can have its own designated currency. This is the currency in which the account itself is denominated. For example, you might have a USD-denominated brokerage account and a EUR-denominated bank account. 3. **Asset/Holding Currency**: This refers to the currency in which a specific asset or holding is traded or valued. For instance, if you own shares of a company listed on the Tokyo Stock Exchange, the asset currency would likely be JPY. 4. **Activity Currency**: This is the currency used for a specific transaction or activity, such as a buy/sell order, dividend payment, or fee. For example, if you buy US stocks using your CAD bank account, the activity of purchasing might involve a CAD to USD conversion, and the activity currency for the purchase itself would be USD. The system uses the FX rates to convert between these different currency levels as needed for calculations, reporting, and displaying values consistently. ### Automatic Currency Unit Normalization Wealthfolio automatically handles minor currency units and normalizes them to their major currency equivalents. This means you don’t need to manually configure exchange rates for these conversions. For example, market data from sources like Yahoo Finance often provides prices for securities traded on the London Stock Exchange (LSE) in pence (GBp or GBX, where GBX is the official currency code for Penny Sterling) rather than pounds (GBP). The application automatically recognizes these minor units and converts them to the major currency (GBP) using the correct conversion factor. #### Supported Minor Currency Units The system automatically normalizes the following minor currency units: - **GBp, GBX** (Pence) → **GBP** (British Pound) at 0.01 conversion factor - **ZAc, ZAC** (South African Cents) → **ZAR** (South African Rand) at 0.01 conversion factor - **ILA** (Agorot) → **ILS** (Israeli New Shekel) at 0.01 conversion factor - **KWF** → **KWD** (Kuwaiti Dinar) at 0.01 conversion factor When prices are quoted in these minor units, the application automatically converts them to the major currency for accurate valuation and reporting. This resolves common discrepancies without requiring manual intervention, as previously discussed in community threads (see [GitHub Issue #107](https://github.com/wealthfolio/wealthfolio/issues/107) and [GitHub Issue #134](https://github.com/wealthfolio/wealthfolio/issues/134)). The currency conversion processes exchange rates with the following logic: - **Historical Data**: The system stores and utilizes historical exchange rates. - **Daily Rate Selection**: For a given currency pair (e.g., USD/EUR) on a specific day, if multiple rate entries exist, the system selects the rate with the latest timestamp of that day. This ensures the most up-to-date daily rate is used. - **Automatic Rate Derivation**: - **Inverse Rates**: If a rate such as USD to EUR is provided, the converter automatically calculates and makes available the inverse rate (EUR to USD). - **Transitive Rates**: The system can derive rates through a common currency. For instance, if rates for USD to EUR and EUR to GBP are known, the rate for USD to GBP can be automatically calculated. - **Identity Rates**: Converting a currency to itself (e.g., CAD to CAD) is treated as a 1:1 conversion. - **Rate Lookup Options**: - **Specific Date Lookup**: You can request an exchange rate for a precise date. - **Nearest Date Lookup**: If an exchange rate is not available for the exact specified date, the system can find and use the rate from the closest available date. It considers both past and future dates relative to your request and selects the one chronologically nearest. - **Currency Code Handling**: Currency codes (e.g., “USD”, “cad”, “Eur”) are processed while preserving their original casing for lookups and storage. ## FX and gain/loss Multi-currency portfolios surface a subtle question: when your base currency is CAD and you hold a USD stock, is your gain in **USD** (the security’s currency) or **CAD** (your reporting currency)? Wealthfolio reports both, and they can diverge significantly when FX rates move. ### Worked example You’re a Canadian investor. Base currency: **CAD**. ```plaintext 2024-01-10 BUY 10 AAPL @ $180 USD FX rate on trade date: 1 USD = 1.35 CAD Cost basis stored: $1,800 USD (asset currency) $2,430 CAD (converted at the trade-date rate) 2024-12-15 AAPL spot price: $240 USD Today's FX rate: 1 USD = 1.40 CAD Current value: $2,400 USD = unrealized gain $600 USD $3,360 CAD (10 × $240 × 1.40) = unrealized gain $930 CAD ``` The USD gain is $600 ($240 - $180) × 10. The CAD gain is $930, bigger because the USD strengthened against the CAD over the holding period. **The same trade looks different depending on which currency you look through.** This is how every multi-currency tracker works, but it surprises people because the gain moves even when the share price hasn’t. ### ”My gain changed but I didn’t do anything” The most common reasons your base-currency gain moved without any trade activity: - **FX rate moved.** Even if the underlying stock is flat, your CAD-denominated gain changes as USD/CAD moves. - **Quote source changed currency unit.** Yahoo sometimes flips between GBp (pence) and GBP (pounds) for UK stocks. Wealthfolio normalizes the common units (see below). If it didn’t catch one, manually override the asset currency. - **A new historical quote backfilled.** When a missing day’s price arrives, the gain recalculates. ### Manual FX rates To pin a rate (e.g. you know your broker used 1.378, not the public mid-market): **Settings → General → Exchange Rates → Add manual rate**. Your rate replaces the fetched rate for that date and forward, until you remove it. * * * --- # Core Concepts - Performance Metrics | Wealthfolio Source: https://wealthfolio.app/docs/concepts/performance-metrics/ # Core Concepts - Performance Metrics Understanding the performance metrics and calculation methodologies used in Wealthfolio. * * * Last updated September 8, 2026 Wealthfolio employs several performance metrics and calculation methods to provide a comprehensive view of your portfolio’s performance. Understanding these concepts is key to interpreting your financial progress accurately. Every performance result Wealthfolio computes is built from a daily valuation series for the selected scope (a single account, a group of accounts, or your whole portfolio). For each day the engine knows your total value, your cost basis, and any external cash flows (deposits and withdrawals). All metrics below are derived from that series. ## Return Methods Wealthfolio reports performance under one of several **return methods**, chosen automatically based on how the scope is tracked. The method tells you how the headline return was calculated. - **Time-Weighted (TWR):** Used for accounts you track by recording transactions (buys, sells, deposits, withdrawals). This is the default method for most accounts. - **Value Return:** Used for _holdings-only_ accounts, where you track current positions and market value rather than a full transaction history. The return is measured from changes in unrealized gain/loss. - **Symbol Price-Based:** Used when measuring the performance of an individual symbol or asset directly from its price quotes. - **Not Applicable:** Returned when there isn’t enough data to compute a meaningful return for the scope and period. ## Key Performance Metrics Here are the primary metrics used throughout the application. ### 1\. Time-Weighted Return (TWR) - **Definition:** Time-Weighted Return measures the compound growth rate of a portfolio while removing the distorting effects of cash inflows (deposits) and outflows (withdrawals). It reflects the performance of the underlying investments, independent of when you added or removed money. - **Use Case:** TWR is ideal for judging an investment strategy in isolation and for comparing performance across portfolios, because it is not affected by the timing or size of your cash flows. - **Calculation Insight:** Wealthfolio computes a daily return for each day in the period and geometrically links (compounds) them. Each day’s return is `(End Value + Outflows − Start Value − Inflows) / (Start Value + Inflows)`. Days where the opening base is below one currency unit are excluded from the chain to avoid distortion, and flagged in the result’s data quality. ### 2\. Money-Weighted Return (IRR / XIRR) - **Definition:** Money-Weighted Return, expressed as an annualized Internal Rate of Return, accounts for the size and timing of every cash flow. It is the single rate that discounts all dated cash flows so their net present value equals zero. - **Use Case:** MWR reflects your _actual_ personal rate of return, because it is sensitive to when money entered or left the portfolio. Two investors holding the same fund can have very different MWRs depending on their contribution timing. - **Calculation Insight:** Wealthfolio builds a dated cash-flow series — the opening value as an outflow, each deposit/withdrawal on its real date, and the closing value as an inflow — and solves for the rate using a bisection (XIRR) solver. Time is measured in years of `365.25` days. The result is reported both as an annualized rate and as a period rate scaled back to the selected window. MWR is unavailable when the cash flows never change sign. ### 3\. Value Return (Simple Return) - **Definition:** A straightforward measure of gain or loss relative to the starting value, after backing out net cash flows: `(End Value − Start Value − Net Cash Flows) / Start Value`. For holdings-only accounts it is derived from the change in unrealized gain/loss relative to the starting market value (or to cost basis for an all-time view). - **Use Case:** Provides a quick, intuitive sense of overall return for the period. - **Limitations:** Because it does not account for _when_ cash flows occurred, it can be misleading when there are large deposits or withdrawals mid-period. Prefer TWR or MWR in those cases. ### 4\. Annualized Return - **Definition:** Annualized Return restates a period return as an equivalent compounded yearly rate, standardizing returns across different time spans for comparison. - **Use Case:** Lets you compare investments held for different lengths of time on a common yearly basis. Wealthfolio reports annualized versions of TWR, MWR, and Value Return. - **Calculation Insight:** Calculated as `(1 + Period Return)^(365.25 / Days) − 1`. Returns of −100% or worse are capped at −100%. For very short periods, annualizing magnifies noise and should be read with caution. ### 5\. Volatility - **Definition:** Volatility measures how much returns fluctuate — the standard deviation of returns. Higher volatility means larger swings in value in either direction. - **Use Case:** A common proxy for risk. Higher volatility generally indicates a riskier, less predictable investment. - **Calculation Insight:** Wealthfolio takes the daily **log returns**, computes their sample standard deviation, then annualizes by multiplying by the square root of `365.25` (calendar days per year). At least two valid daily returns are required. ### 6\. Maximum Drawdown - **Definition:** Maximum Drawdown is the largest peak-to-trough percentage decline in value over the period. - **Use Case:** Captures the worst loss an investor would have lived through, a tangible measure of downside risk. - **Calculation Insight:** The engine tracks the running peak of cumulative return and records the largest drop from any peak to a subsequent low. Alongside the drawdown percentage it reports the **peak date**, **trough date**, **recovery date** (when value returned to the prior peak, if it did), and the **drawdown duration** in days. ### 7\. Performance Attribution - **Definition:** Attribution breaks the period’s total change in value into its economic drivers, so you can see _why_ your value moved, not just by how much. - **Components:** Contributions, distributions, income (e.g. dividends), realized P&L, unrealized P&L change, FX effect (currency movement for non-base-currency holdings), fees, taxes, and a **residual** that captures anything not explained by the other components. - **Calculation Insight:** Each component is computed on a best-effort basis from your activities, lot disposals, and daily valuations. The residual is the difference between the actual change in value and the sum of the explained components; if it grows beyond a small tolerance, the result is flagged as partially unreliable in the data quality. ### 8\. Gain/Loss Amount - **Definition:** The absolute monetary gain or loss for the scope over the period. - **Calculation Insight:** `Total Value − Net Contribution`. This is the headline figure shown on account and portfolio cards. ### 9\. Cumulative Return & Portfolio Weight - **Cumulative Return:** A simple percentage of gain over money put in, calculated as `Total Gain/Loss / Net Contribution`. Used on account summary cards for a fast read of overall return. - **Portfolio Weight:** The share of total portfolio value an account represents — `Account Value (base currency) / Total Portfolio Value (base currency)` — useful for understanding allocation and concentration. ## Data Quality Because returns depend on the completeness of your data, every performance result carries a **data quality** status: - **OK:** The result was computed cleanly with no caveats. - **Partial:** The result is usable but carries warnings — for example, cash flows had to be inferred from net-contribution deltas, FX provenance was incomplete, or the attribution residual exceeded tolerance. - **No Data:** There wasn’t enough valuation history to compute the metric. - **Not Applicable:** The metric doesn’t apply to this scope or period (for example, TWR when no period opens with a positive value of at least one currency unit). When a result is Partial, Wealthfolio surfaces the specific warnings and “not applicable” reasons so you can judge how much to trust the numbers. ## Multi-Currency Handling When a scope spans more than one currency, Wealthfolio can compute returns on a base-currency basis. Currency movements are isolated into the **FX effect** attribution component, so you can separate genuine investment performance from gains or losses caused purely by exchange-rate changes. See [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/) for how rates are sourced. ## Understanding the Differences - **TWR vs. MWR:** TWR judges investment strategy in isolation from cash-flow timing; MWR tells you your actual personal rate of return, influenced by when you added or withdrew funds. - **History vs. Summary:** A full performance history gives a deep dive with a return series, risk metrics, and attribution. A performance summary gives a quick, high-level gain/loss and return figure. - **Symbol vs. Account Performance:** Symbol performance is based purely on price quotes from market data (dividends are excluded unless the quote series is total-return adjusted). Account performance incorporates your actual transactions, cash flows, holdings, fees, and taxes. By understanding these metrics and how they are calculated, you can gain deeper insight into your investment journey with Wealthfolio. * * * --- # Tracking Modes | Wealthfolio Source: https://wealthfolio.app/docs/concepts/tracking-modes/ # Tracking Modes Understand the two ways to track your investment accounts in Wealthfolio. * * * Last updated September 8, 2026 Wealthfolio offers two ways to track your investment accounts. The choice comes down to how much detail you want to maintain and what metrics matter to you. * * * ## Why Two Modes? Maintaining a complete transaction history takes effort. Every buy, sell, dividend, deposit, and withdrawal must be recorded accurately with correct dates and amounts. Some users want this level of detail for precise performance analytics and tax reporting. Others just want to track their net worth without the bookkeeping overhead. Wealthfolio lets you choose the approach that fits your needs. You can use different modes for different accounts within the same portfolio. * * * ## The Two Modes #### Transactions Mode Performance Tracking Track every trade for full performance analytics. Wealthfolio calculates your current holdings from this activity history. Best for: - Accounts where you have records of every trade - When you want detailed performance and tax reports - When you need cost basis and capital gains tracking - Accounts synced with a broker (transactions are imported automatically) What you get: - Total return over time - Gains & cashflow attribution - Complete performance analytics - Tax lot tracking and cost basis **Note:** Requires tracking all transactions. Gaps in history will lead to incorrect balances and returns. #### Holdings Mode Value Tracking Enter or import your current positions directly—how many shares of each security you hold. No trade history needed. Best for: - Simple net worth tracking without bookkeeping overhead - Accounts where you don’t want to track every transaction - 401(k), pension, or external platforms - Fast setup and low maintenance What you get: - Net worth & allocation - Value & unrealized P&L - Price-based performance **Note:** Requires maintaining holdings/positions as they change. No cashflow-adjusted performance. * * * ## Comparison | | Transactions | Holdings | | --- | --- | --- | | Holdings come from | Your trade history | Direct entry | | Performance tracking | Full (cashflow-adjusted) | Price changes only | | Total return calculation | Yes | No | | Setup effort | More (enter all trades) | Less (enter balances) | | Maintenance | Record new trades | Update positions | * * * ## Choosing the Right Mode ### Choose Transactions if: - You have complete transaction history (or can get it via CSV export or broker sync) - You want to track true investment performance including dividends, contributions, and withdrawals - You need tax reporting features like cost basis and capital gains - You’re setting up broker sync (transactions are imported automatically) ### Choose Holdings if: - You only know your current positions, not how you got there - It’s an old account and reconstructing history isn’t practical - It’s a retirement account (401k, pension) where transaction details aren’t accessible - You just want to track net worth without detailed performance metrics - You want the fastest possible setup * * * ## Switching Between Modes You can change an account’s tracking mode at any time in account settings. However, switching from Holdings to Transactions has important implications: Switching from Holdings to Transactions Your account value and performance history will be rebuilt entirely from transactions. Holdings snapshots will no longer be used. Before switching, make sure: - All buys, sells, deposits & withdrawals are recorded - Dates, quantities & prices are accurate - There are no gaps in your transaction history Switching from Transactions to Holdings is simpler—your transaction history is preserved but holdings will be managed through snapshots going forward. * * * ## How It Affects Your Workflow ### With Transactions Mode 1. **Adding data:** Record individual trades (BUY, SELL), income (DIVIDEND, INTEREST), and cash movements (DEPOSIT, WITHDRAWAL) 2. **Importing:** Use CSV import or broker sync to bring in transaction history 3. **Holdings:** Calculated automatically from your transaction history 4. **Updates:** Record new trades as they happen ### With Holdings Mode 1. **Adding data:** Enter your current positions directly (symbol, quantity, optionally price paid) 2. **Importing:** Import holdings snapshots showing positions at a point in time 3. **Holdings:** What you enter is what you see 4. **Updates:** Periodically update positions when they change, or sync automatically * * * ## Frequently Asked Questions **Can I use both modes in the same portfolio?** Yes. Each account has its own tracking mode. Use Transactions for your main brokerage and Holdings for your 401(k)—they’ll all roll up into your portfolio totals. **What if I have partial transaction history?** Use Transfer Holdings (TRANSFER\_IN activity type) to bring in positions at a point in time, then record new transactions going forward. This lets you start with accurate holdings without needing to reconstruct every historical trade. See [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/) for details. **Will I lose data if I switch modes?** No data is deleted. When switching modes, Wealthfolio recalculates your holdings and performance based on the new mode’s rules. Your transaction records and holdings snapshots are preserved. **Which mode is better for broker sync?** It depends on your broker’s data accuracy. Holdings mode is recommended for simple, accurate tracking. Transactions mode can require reviewing imported transactions for ambiguous activity types that may need manual correction. * * * --- # Wealthfolio FAQ Source: https://wealthfolio.app/docs/faq/ # Wealthfolio FAQ Answers to the questions we see most often about imports, transfers, FX, performance metrics, self-hosting, and more. * * * Last updated September 8, 2026 This FAQ is the front door. For deeper explanations, follow the links inside each answer to the [concept docs](https://wealthfolio.app/docs/concepts/) and [user guide](https://wealthfolio.app/docs/guide/dashboards/). ## Getting started ### What is Wealthfolio? A local-first, open-source investment tracker. The core app is free, your data stays on your device, and [Wealthfolio Connect](https://wealthfolio.app/connect/) is an optional paid service if you want automatic broker sync or end-to-end encrypted multi-device sync. ### Which platforms is Wealthfolio on? Desktop (macOS, Windows, Linux), iOS, and self-hosted web. Each platform runs its own local database. See the [Self-Hosting guide](https://wealthfolio.app/docs/guide/self-hosting/) for the server build. ### Is the core app free? Yes. The desktop and self-hosted core are free forever. Connect is a subscription for broker sync and device sync — everything else works without it. ### What's the fastest way to get started? For each existing position, add a `TRANSFER_IN` activity with the **External** flag checked — it seeds the lot at your current quantity and cost basis without recording a fictional buy. Add a single `DEPOSIT` for your cash balance. You can switch to full `BUY`/`SELL` tracking going forward. See [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/#workflow-styles) for both styles. ## Data, privacy, and backup ### Where is my data stored? Locally, in an SQLite database. - **Windows:** `%APPDATA%\Wealthfolio` - **macOS:** `~/Library/Application Support/com.teymz.wealthfolio/` - **Linux:** `~/.local/share/com.teymz.wealthfolio/` - **Mobile (iOS):** App sandbox storage, backed up to iCloud if enabled. - **Self-hosted:** Data volume mounted at `/app/data` inside the container. With Connect, data is encrypted on-device before syncing — we never see your portfolio data. ### How do I back up before a big change? Settings → **Exports** → choose the **Full database (SQL)** option. This is a complete snapshot you can restore later. CSV and JSON exports are also available for individual collections. See [Export & Backup](https://wealthfolio.app/docs/guide/data-export/). ### How do I move Wealthfolio to a new computer? The simplest path: copy the data directory from the old machine (see paths above) to the same location on the new machine. Alternatively, export the full database SQL on the old machine and import it on the new one. ### Can I sync across devices? Yes, with [Wealthfolio Connect](https://wealthfolio.app/connect/). Sync is end-to-end encrypted on-device — we can't read your portfolio. See the [Connect & Broker Sync guide](https://wealthfolio.app/docs/guide/connect-broker-sync/). ### Does Wealthfolio track me or collect data? No. The only external calls the app makes are to market-data providers (for prices) and the updater (to check for new versions). No analytics, no telemetry. ## CSV import ### What does the CSV need to look like? UTF-8, with a header row, ISO dates, decimal points (not commas), and one activity per row. The mapping step in the importer lets you align your broker's column names to Wealthfolio's fields. See the [CSV Import guide](https://wealthfolio.app/docs/guide/csv-import/) for the full reference. ### Why is my import failing with "missing symbol" or "$ in price"? Two common gotchas: - **Missing symbol:** every row needs a symbol. For pure cash flows (deposits, withdrawals, interest), use `$CASH-` — e.g. `$CASH-USD`. - **$ in price fields:** strip currency symbols before import. `$57.50` should be `57.50`. Same for thousands separators (`1,234.56` → `1234.56`). Full troubleshooting list: [CSV Import → Troubleshooting](https://wealthfolio.app/docs/guide/csv-import/#7--troubleshooting). ### Can I import a cash-only or bank account? Yes. Use the `$CASH-` symbol (e.g. `$CASH-EUR`) on `DEPOSIT`, `WITHDRAWAL`, `INTEREST`, `FEE`, and `TAX` rows. The importer treats those as pure cash activities — no security lookup is needed. ### Will re-importing the same file duplicate activities? The importer detects exact duplicates by date + symbol + quantity + price + amount and skips them. If you're re-importing with corrections, you'll see how many rows are new vs. duplicates in the preview before confirming. ### Is there a per-broker recipe? Yes — Schwab, Fidelity, Vanguard, IBKR, Robinhood, Trading 212, Questrade, BofA, and Guideline are documented in the [CSV Import guide](https://wealthfolio.app/docs/guide/csv-import/#5--broker-recipes). If your broker isn't listed and you'd like to contribute a recipe, open a PR on [GitHub](https://github.com/wealthfolio/wealthfolio). ## Activities, transfers, dividends, splits ### How do I record a transfer between accounts? Create a `TRANSFER_OUT` on the source account and a matching `TRANSFER_IN` on the destination account. For securities transfers, Wealthfolio preserves the original cost basis. See [Activity Types — Transfers](https://wealthfolio.app/docs/concepts/activity-types/#7--how-transfers-work). **Same-day gotcha:** if both activities are dated the same day, give the OUT an earlier timestamp than the IN. Otherwise the IN may be processed before the lot exists on the source side. ### How do I transfer an asset out (e.g., crypto sent to a wallet)? Use a `TRANSFER_OUT` on the source account with the **External** flag checked — Wealthfolio closes the lots via FIFO without realising a gain, since the asset moved to an untracked destination. If the destination is another Wealthfolio account, leave the External flag unchecked and pick the destination account — Wealthfolio will create the matching `TRANSFER_IN` and preserve the original cost basis. ### How do I record dividend reinvestment (DRIP)? Create a `DIVIDEND` activity with the **DRIP** subtype. Wealthfolio records both the dividend income and the resulting share purchase in one step. The CSV importer auto-detects DRIP rows in most broker formats. See [Dividend subtypes](https://wealthfolio.app/docs/concepts/activity-types/#dividend-subtypes). ### How do I record a stock split? Add a `SPLIT` activity on the split date with the ratio (e.g. 4-for-1). Wealthfolio adjusts both quantity and per-share cost. **Don't double-apply.** If your broker CSV already reflects post-split quantities and your price feed (e.g. Yahoo) shows adjusted prices, you may not need a `SPLIT` activity at all. Add one only if your historical quantities are pre-split. ### Can I track options, short positions, bonds, or RSUs? Partial support today: - **Options:** in the Add Activity form, pick `Buy` or `Sell`, then switch the asset toggle from **Stock** to **Option** to get the Call/Put, strike, and expiration fields plus a **Position** (Open / Close) toggle. Writing a call or put is `Sell` + asset **Option** + **Open** (the button reads "Sell to Open"). An `Option Expiry` adjustment subtype cleans up expired contracts, and the standard 100x multiplier is applied automatically. See [Options (calls & puts)](https://wealthfolio.app/docs/guide/activities/#options-calls--puts). - **Short stock and ETF positions:** use Sell Short to open a signed short lot and Buy to Cover to close it. Plain sells never accidentally open a short. - **Covered calls and complex options strategies:** not first-class strategy objects yet, though the underlying option trades can be recorded. - **Bonds:** tracked as securities. Record coupon payments as `INTEREST` against the bond symbol; Wealthfolio attributes the income to that bond and includes it in the bond's income and total return. Dedicated coupon-specific UI and reporting are not yet available. - **RSUs / free shares:** use `TRANSFER_IN` with the **External** flag checked and the cost basis you want to record (typically the vest-date price for tax purposes). ### How do I record selling (writing) a call or put option? The easy-to-miss step is the **asset toggle**: pick the trade type first, then switch it from **Stock** to **Option** to reveal the option contract fields. To sell/write a call or put: 1. **Activities → + Add Manually → Add Transaction**, then pick the `Sell` type. 2. Under **Asset & Account**, switch the asset toggle from **Stock** to **Option**. Choose **Call** or **Put**, then set the symbol, **strike**, and **expiration**. 3. In the **Trade** section set **Position** to **Open**, then enter the number of **Contracts** and the **Premium/Share** (Wealthfolio applies the 100x multiplier for you — enter `1.25`, not `125`). The button reads **Sell to Open**. Close it later with `Buy` + asset **Option** + **Close** (Buy to Close), or use the `Option Expiry` adjustment subtype if it expires worthless. Buying an option to open is the mirror: `Buy` + asset **Option** + **Open**. Full walkthrough: [Options (calls & puts)](https://wealthfolio.app/docs/guide/activities/#options-calls--puts). ### How do staking rewards work? Use `INTEREST` with the **Staking Reward** subtype. Wealthfolio records both the income and the resulting token acquisition in one step. ### How do I record withholding tax on dividends? Two patterns work: - **Gross + tax:** record the `DIVIDEND` at the gross amount and a separate `TAX` activity for the withholding. - **Net:** record the `DIVIDEND` at the net amount your broker actually deposited. You lose the gross/withholding breakdown but cash reconciles cleanly. ### Are fees double-counted if I use both inline fees and FEE activities? Yes, if you log the same fee twice. Pick one: either include the commission as the `fee` field on the `BUY`/`SELL`, or create a separate `FEE` activity — not both. See [How fees work](https://wealthfolio.app/docs/concepts/activity-types/#6--how-fees-work). ## Symbols & market data ### Which ticker format does Wealthfolio use? Symbols are **provider-agnostic**. Each asset stores a canonical ticker (e.g. `RY`, `AAPL`) plus an optional exchange MIC code (e.g. `XTSE` for Toronto). Wealthfolio's resolver translates that into whatever format each market-data provider expects — Yahoo wants `RY.TO`, Börse Frankfurt wants `XETR:RY`, OpenFIGI wants an ISIN, and so on. When you add an asset, you can type either the bare ticker or the exchange-qualified form your provider uses (e.g. `RY.TO`) — Wealthfolio parses the suffix into a ticker + MIC pair. The Yahoo suffix table is the most common case and is documented in [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/). ### The same ticker exists on two exchanges — how do I pick the right one? Add the exchange to the symbol when creating the asset — either as a Yahoo suffix (`IWDA.AS` for Euronext Amsterdam) or a MIC code in the dedicated exchange field. Once the asset is created, edit its **Exchange** setting any time to switch. If a specific provider needs a different format for that asset (e.g. one of your custom scrapers wants `IWDA-AMS`), add a **per-provider override** in the asset's **Market Data** tab. ### Which market data providers are supported? Built-in providers today: - **Yahoo Finance** — equities, ETFs, crypto, FX, commodities. Default for most users. - **Alpha Vantage**, **Finnhub**, **MarketData.app** — additional equity coverage (BYO API key). - **OpenFIGI** — bond / ISIN lookup. - **Börse Frankfurt** — German exchange listings. - **Metal Price API** — precious metals spot prices. - **US Treasury Calc** — Treasury / CUSIP data. - **Custom providers** — point at any JSON, HTML, table, or CSV source. See [Custom Market Data Providers](https://wealthfolio.app/docs/guide/custom-providers/). Per asset you can set a **preferred provider** and, when a provider needs a non-standard symbol, a **per-provider override**. The resolver falls through providers based on capability, health, and rate-limit headroom. ### My security isn't on Yahoo. What do I do? Two paths: 1. Try the other built-in providers (Alpha Vantage, Finnhub, OpenFIGI for bonds, Börse Frankfurt for DE-listed). Set the asset's **preferred provider** under **Market Data**. 2. Build a [custom market data provider](https://wealthfolio.app/docs/guide/custom-providers/) pointed at any public JSON API, HTML page, HTML table, or CSV. No coding required. ### A provider expects a different symbol than the one I stored — fix? Open the asset → **Market Data** tab → set a **per-provider override**. For example, the asset's canonical symbol is `SHOP` but your custom provider fetches it as `SHOP-CA` — record the override and Wealthfolio uses it whenever it queries that provider, leaving the canonical symbol untouched. ### My custom security defaults to USD — can I change it? Yes. Open the asset → **Edit** → set the **Currency** field. The next quote update will use the currency you set. Note that _quote unit currency_ (what the provider returns — e.g. GBp pence) can differ from the asset's currency (GBP); Wealthfolio normalizes minor units automatically. ### Why did prices stop updating? Most common causes: 1. The provider returned bad or stale data. Check the [Health Center](https://wealthfolio.app/docs/guide/health-center/) — it flags suspect quotes. 2. The symbol delisted. Switch to manual quotes in the asset's settings. 3. The provider is rate-limited or its circuit breaker tripped after repeated failures. Wait a few minutes; Wealthfolio falls back to the next capable provider when one is unhealthy. 4. The provider expects a different symbol than the canonical one — add a per-provider override (see above). ### Will Wealthfolio keep fetching quotes for tickers I no longer hold? No. Once an asset has zero quantity across all accounts and no recent activities, Wealthfolio stops scheduling quote refreshes for it. Historical quotes are retained. ## Multi-currency & FX ### Why does my gain/loss look wrong in my base currency? Wealthfolio uses the FX rate **on the trade date** to convert each activity into your base currency. When the FX rate moves later, your unrealized gain/loss in base currency will move too — even if the security price didn't change. Worked example and the math: [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/#fx-and-gain-loss). ### Can I change an account's currency after creating it? No — the account currency is set at creation. Workaround: create a new account in the correct currency and use `TRANSFER_IN` to move the holdings over (cost basis is preserved). ### Can goals be in a non-base currency? Goals are currently denominated in your base currency. Multi-currency goals are on the roadmap. ### How are FX rates fetched, and can I override them? Rates come from your configured market data provider. To override, go to **Settings → Exchange Rates** and enter a manual rate for any pair — Wealthfolio will use your rate instead of the fetched one for that date forward. ## Performance metrics ### What does the percentage on my dashboard actually mean? - **Per-account %**: money-weighted return (MWR) — captures the impact of your timing decisions. - **Total portfolio %**: time-weighted return (TWR) — strips out contributions/withdrawals so it's comparable to a benchmark. The two can disagree, and that's not a bug. See [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/) for the full breakdown. ### Why did my return spike to a huge number? Usually one of: - **Tiny starting denominator.** If your portfolio started at $100 and grew to $50,000, the % return is enormous. Common on long timeframes for recently-funded accounts. - **Manually-quoted asset with a step change.** Going from no price to a price creates a one-day jump. - **Bad provider data.** Yahoo occasionally returns spurious spikes; the Health Center flags these. ### Why does my account show profit but a specific holding shows a loss? Two different lenses. The account % blends realized gains (sales + dividends + interest) with unrealized gains (current market value vs. cost basis). A single holding might be down, while realized income and other holdings carry the account into profit. ### Cost basis: FIFO only? Why no LIFO or average cost? FIFO today, intentionally. It's the most defensible default for tax reporting in most jurisdictions and keeps lot accounting simple to reason about. LIFO and weighted-average cost are planned — additional cost-basis methods will be added in future versions. See [Cost Basis & Lots](https://wealthfolio.app/docs/concepts/cost-basis-and-lots/). ### Is "average cost" a moving average or FIFO? The cost-basis accounting is **FIFO**. The **average cost** you see on a holding is just a display figure — the total cost basis of your open lots divided by the shares remaining. It is _not_ a moving-average accounting method, and Wealthfolio doesn't keep a running moving-average price. This matters when you sell: realized gains close the **oldest lot first** (FIFO), not at a moving-average price. So in jurisdictions that tax on a moving average — such as Austria's _gleitender Durchschnittspreis_ — Wealthfolio's realized-gain figures will diverge from your tax calculation, and you'll need to reconcile manually. Moving-average / weighted-average cost (WAC) is planned — additional cost-basis methods will be added in future versions. See [Cost Basis & Lots](https://wealthfolio.app/docs/concepts/cost-basis-and-lots/). ## Accounts & contribution limits ### How do I archive an account? Settings → **Accounts** → edit the account → toggle **Active** off. Archived accounts keep their data but are hidden from the dashboard. ### TFSA / RRSP / 401(k) / IRA contribution tracking — how does it work? Mark the account type, then Wealthfolio sums all `DEPOSIT` activities for the period and compares against the contribution limit you set. Full walkthrough: [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/). ### Why don't TRANSFER\_INs count toward contribution room? By design — transfers between your own accounts aren't new contributions. If a transfer should count (e.g. a rollover from an external account that isn't tracked in Wealthfolio), use a `DEPOSIT` instead. ### Can I track real estate, vehicles, or other alternative assets? Yes. Add the asset with kind **Property**, **Vehicle**, **Collectible**, **Precious Metal**, or **Liability**. The **Purchase price** field acts as cost basis. Update value manually as the asset appreciates or depreciates. See [Manage Accounts](https://wealthfolio.app/docs/guide/accounts/). ### Can I have a virtual / combined account spanning brokers? There's no first-class "virtual account" yet. Two workarounds: - Build it as a custom security (a fund-of-funds symbol you update manually). - Use **Account Groups** in Settings to roll up performance and net worth across multiple real accounts without double-counting. ## Self-hosting & Connect ### Can I self-host? Do I still need Connect? You can self-host for free. Connect is **optional** and only needed if you want automatic broker sync via SnapTrade, or end-to-end encrypted device sync. Self-hosting + manual imports needs nothing else. See [Self-Hosting](https://wealthfolio.app/docs/guide/self-hosting/). ### "Permission denied" or "attempt to write a readonly database" after upgrading In **3.4.0+**, the Docker container runs as UID 1000 instead of root. If your existing data volume is root-owned, SQLite will fail to write. **Fix:** stop the container, then: ``` sudo chown -R 1000:1000 /path/to/your/wealthfolio/data ``` Start it again. See the [self-hosting troubleshooting section](https://wealthfolio.app/docs/guide/self-hosting/#troubleshooting). ### Why is my self-hosted instance hitting wealthfolio.app? The release-check ping (looking for updates). It carries no portfolio data. To disable, toggle off **Settings → General → Check for updates automatically**inside the app. ### Custom providers can't reach my LAN or reverse proxy Wealthfolio doesn't block private IP ranges for custom providers — if the host resolves and responds, the fetcher runs. If you're not getting through, the issue is usually downstream: DNS, container networking, the reverse proxy's ACLs, or TLS verification. Test the provider URL from the same shell or container Wealthfolio runs from to isolate. ### Can mobile connect to my self-hosted instance? Not natively, but the web interface works as a Progressive Web App. On iOS Safari, open your self-hosted URL and choose Add to Home Screen — you get app-like access. Full native iOS app for self-hosted instances is on the roadmap. ### Which Docker image should I pull? `wealthfolio/wealthfolio` on Docker Hub. Pin to a specific tag for production (`wealthfolio/wealthfolio:3.4.0`) — `latest` will follow new major versions. ### OIDC / SSO support? Yes — supported on the self-hosted web edition. Sign in through any OpenID Connect provider (Keycloak, Authentik, PocketID, Authelia, …) alongside or instead of the simple password; a successful SSO login mints the same session. Enable it with the `WF_OIDC_*` variables and set an email/subject allowlist. See the [OIDC configuration reference](https://wealthfolio.app/docs/guide/self-hosting/configuration/#single-sign-on-oidc). ## Addons & AI ### Where can I find addons? The official discovery page is in flight. For now, browse the [wealthfolio-addons topic on GitHub](https://github.com/topics/wealthfolio-addons) or ask in [Discord](https://discord.gg/WDMCY6aPWK). ### How do I install a downloaded addon? Download the `.zip` file, then **Settings → Add-ons → +** and select the zip. Wealthfolio will prompt for the permissions the addon requests before enabling it. ### How do I develop my own addon? Start with the [Addon Development guide](https://wealthfolio.app/docs/addons/getting-started/). You'll need Node.js and pnpm. The dev mode supports hot-reload. ### Is the AI assistant private? Does it need a paid API? You pick. Configure **Ollama** for fully-local inference (free, no data leaves your machine), or BYO API key for OpenAI, Anthropic, or any OpenAI-compatible endpoint. The assistant uses function-calling against your local database — it never sends raw rows to the model, only the result of explicit, typed queries. Full details: [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/). ## Troubleshooting ### Windows SmartScreen or antivirus blocks the installer Wealthfolio is signed, but some AV vendors flag new releases until they re-scan. Common fixes: - **SmartScreen:** click **More info** → **Run anyway**. - **Kaspersky / similar:** add an exception for the installer. - **Verify the download:** compare the SHA-256 hash from [releases on GitHub](https://github.com/wealthfolio/wealthfolio/releases). ### AppImage shows a blank screen on Linux Usually a missing WebKit dependency. Install the recommended packages: - **Ubuntu / Debian:** `sudo apt install libwebkit2gtk-4.1-0 libsoup-3.0-0` - **Fedora:** `sudo dnf install webkit2gtk4.1 libsoup3` If issues persist, run the AppImage from a terminal to see the error output and file an issue. ### The updater isn't working Check that the app can reach `wealthfolio.app` (the release feed). If you're behind a corporate proxy, set `HTTPS_PROXY` in your environment. Worst case, download the new version manually from [GitHub releases](https://github.com/wealthfolio/wealthfolio/releases). ### Where are the application logs? - **Windows:** `%LOCALAPPDATA%\com.teymz.wealthfolio\logs` - **macOS:** `~/Library/Logs/com.teymz.wealthfolio` - **Linux:** `~/.local/share/com.teymz.wealthfolio/logs` Attach the relevant log when filing an issue. ### My portfolio isn't updating Try in order: 1. Update to the latest version. 2. Restart the app. 3. Check your internet connection. 4. Trigger a manual refresh — hover over the total value on the home page and click **Update Portfolio**. 5. Open the [Health Center](https://wealthfolio.app/docs/guide/health-center/) — it'll flag stale quotes or data inconsistencies. ### I'm getting errors when importing data Checklist: 1. First row of the CSV is headers, not data. 2. UTF-8 encoded, comma-separated, no smart quotes. 3. Strip `$`, currency symbols, and thousands separators from numeric fields. 4. Dates in ISO-8601 (`2025-03-15`) or a format the mapping step recognizes. 5. Activity types and symbols mapped correctly in the preview step. 6. For cash activities, the `amount` column is filled in. Full reference: [CSV Import](https://wealthfolio.app/docs/guide/csv-import/). * * * --- # Investment Terms Glossary | Wealthfolio Source: https://wealthfolio.app/docs/glossary/ # Investment Terms Glossary Plain-English definitions of the investment and portfolio-accounting terms used in Wealthfolio — TWR, MWR, FIFO, ACB, cost basis, drawdown, and more. * * * Last updated September 8, 2026 A short reference for the terms used across Wealthfolio’s app and docs. Use it when a metric or concept is unfamiliar — every entry links out to the deeper concept doc where applicable. * * * ## Performance & returns ### TWR — Time-Weighted Return The return of your underlying investments with the impact of contributions and withdrawals stripped out. Comparable to a benchmark (e.g. SPY). Wealthfolio shows TWR at the **total portfolio** level by default. See [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/). ### MWR — Money-Weighted Return The return of _you as an investor_ — includes the impact of when you bought and sold (timing decisions). Equivalent to the IRR of your cash flows. Wealthfolio shows MWR at the **per-account** level by default. ### Modified Dietz A simplified MWR approximation that’s faster to compute and stable across daily recompute. Wealthfolio uses Modified Dietz under the hood for per-account return. ### Realised gain / loss The profit or loss locked in when you sell. Computed as proceeds minus the cost basis of the lots closed by the sale. ### Unrealised gain / loss The on-paper profit or loss on positions you still hold — current market value minus cost basis. Becomes realised when you sell. ### Drawdown The peak-to-trough decline of your portfolio over a period, expressed as a percentage of the peak. Useful for sizing how rough a downturn was. ### Maximum drawdown (Max DD) The largest drawdown observed over the whole period being analysed. ### Volatility The standard deviation of returns over a period. Higher numbers = bumpier ride. Wealthfolio computes daily volatility and annualises it for reporting. ### Annualised return A return rate normalised to a one-year period, so 3-month, 5-year, and YTD returns can be compared apples-to-apples. ### Benchmark A reference portfolio (often a broad index like SPY or VTI) you compare your own return to. Lets you ask “did I beat the market?” * * * ## Cost basis & lots ### Cost basis What you paid for a position, used to compute realised gain/loss when you sell. In Wealthfolio, cost basis is tracked at the **lot** level. ### Lot A single unit of cost basis — usually one BUY, explicit Sell Short, DRIP, staking reward, or transferred-in position. Selling or covering closes lots in FIFO order. See [Cost Basis & Lots](https://wealthfolio.app/docs/concepts/cost-basis-and-lots/). ### FIFO — First In, First Out The lot-selection method Wealthfolio uses: when you sell, the oldest lot is closed first. The default in most jurisdictions; matches what your broker typically reports for tax purposes. ### LIFO — Last In, First Out An alternative cost-basis method (sell the newest lots first). Used in some US tax strategies. Not yet supported in Wealthfolio; planned for a future version. ### ACB — Adjusted Cost Base Canadian tax accounting’s term for the weighted-average cost per share. Not natively computed today (FIFO is used); planned for a future version. ### Weighted-Average Cost (WAC) The cost basis method where every share carries the same per-unit cost, recomputed as a running total cost ÷ total quantity after each buy — also called moving-average cost (_gleitender Durchschnittspreis_ in Austria/Germany). Common in mutual fund and Canadian tax accounting, and mandatory in some jurisdictions. Not yet computed in Wealthfolio, which uses FIFO (planned for a future version); the “average cost” shown on a holding is a display figure over your open FIFO lots, not a moving average. ### Specific identification A cost-basis method where you pick which lots to close on each sale (typically for tax-loss harvesting). Not yet supported. ### Fractional share A position quantity that isn’t a whole number. Wealthfolio tracks lots to eight decimal places, so DRIP fractions, crypto satoshis, and broker fractional-share programs all work. * * * ## Activities & subtypes ### Activity Wealthfolio’s atomic event: every BUY, SELL, dividend, transfer, fee, etc. Activities are the source of truth — all portfolio state is derived from them. See [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/). ### Subtype A semantic variation on an activity type (e.g. DRIP on DIVIDEND, Staking Reward on INTEREST, Option Expiry on ADJUSTMENT, Position Open/Close on BUY or SELL). Wealthfolio expands subtypes into canonical postings under the hood. ### DRIP — Dividend Reinvestment Plan A dividend automatically reinvested into more shares of the same security. In Wealthfolio: DIVIDEND activity with the DRIP subtype. ### Dividend in Kind A dividend paid as additional units of the same asset. DIVIDEND activity with the Dividend in Kind subtype. For a spin-off into a different ticker, use an External `TRANSFER_IN` for the received security. ### Staking reward Crypto income received as additional tokens for staking. INTEREST activity with the Staking Reward subtype. ### Position intent An Open or Close subtype on a BUY or SELL. Used for options (BTO, STO, BTC, STC) and explicit stock/ETF short workflows. ### Sell Short A SELL activity with Open Position intent. Opens or increases a signed short lot for a stock or ETF. Plain SELL activities do not open shorts. ### Buy to Cover A BUY activity with Close Position intent. Reduces or closes an existing short stock/ETF lot. ### External flow A `TRANSFER_IN` or `TRANSFER_OUT` with the External flag checked — represents an asset or cash moving in from / out to a world Wealthfolio doesn’t track (opening balances, gifts, write-offs, crypto sent to a wallet). ### Internal flow A `TRANSFER_IN` or `TRANSFER_OUT` paired with a matching activity on another Wealthfolio account. Cost basis travels between accounts; no new capital enters your portfolio. ### Net contribution The sum of capital actually deposited into your portfolio (deposits + external transfers in − withdrawals − external transfers out). Used to distinguish “did you make money?” from “did you put money in?” * * * ## Symbols & market data ### Ticker A short identifier for a security (e.g. `AAPL`, `RY`, `BTC`). Wealthfolio stores a canonical ticker per asset. ### MIC — Market Identifier Code An ISO 10383 four-letter exchange code (e.g. `XNAS` for NASDAQ, `XTSE` for Toronto, `XLON` for London). Wealthfolio uses MIC + ticker as the provider-agnostic identifier for an asset. ### ISIN — International Securities Identification Number A 12-character globally-unique identifier (e.g. `US0378331005` for Apple). Required by some providers (OpenFIGI) and a fallback when ticker disambiguation is hard. ### CUSIP A 9-character US/Canada securities identifier, often used for bonds. ### FIGI — Financial Instrument Global Identifier A 12-character Bloomberg-standard global identifier. Used by the OpenFIGI provider for bond and identifier lookup. ### Provider A source of market data — Yahoo Finance, Alpha Vantage, Finnhub, OpenFIGI, Börse Frankfurt, Metal Price API, US Treasury Calc, and user-defined custom providers. See [Market Data & FX](https://wealthfolio.app/docs/concepts/market-data-and-fx/). ### Preferred provider The provider Wealthfolio prefers when fetching quotes for a given asset. Set per asset under the Market Data tab. ### Per-provider override A symbol override stored on an asset for a specific provider — used when a provider expects a different symbol format than the canonical one (e.g. `SHOP-CA` instead of `SHOP`). ### Circuit breaker A reliability pattern in the market-data layer: after a provider fails N times in a row, it’s marked unhealthy and skipped until a backoff period expires. Stops runaway retries when an external API is down. * * * ## Currency & FX ### Base currency The currency every aggregated total in Wealthfolio is reported in. Set in Settings → Preferences. ### Account currency The currency a specific account is denominated in (e.g. a USD brokerage, a EUR bank account). Set at account creation and cannot be changed. ### Asset / holding currency The currency a specific security trades in (e.g. a Tokyo-listed stock has JPY asset currency). ### Activity currency The currency a specific transaction was settled in (e.g. you may buy a USD stock through your CAD account; the activity currency is USD). ### FX rate The exchange rate between two currencies on a given date. Wealthfolio uses the trade-date rate to convert each activity into base currency, then today’s rate for live displays. ### Minor currency unit A sub-unit of a major currency (GBp / GBX = British pence; ZAc = South African cents; ILA = Israeli agorot). Wealthfolio normalises these to the major currency automatically at the appropriate factor. * * * ## Dividends & income ### Dividend yield A security’s annual dividend per share divided by its current price, expressed as a percentage. Quick proxy for income return. ### Yield on cost The annual dividend per share divided by your _cost basis_ per share, not the current price. A long-time holder of a growing company will see yield on cost climb even if the market yield stays flat. ### Withholding tax Tax deducted at source on dividends or interest, typically by the broker for the issuing jurisdiction. Recorded in Wealthfolio as a TAX activity. ### Ex-dividend date The cutoff date for owning a security to receive an upcoming dividend. Buy on or after the ex-date and you miss the next payment. * * * ## Account types & contribution limits ### TFSA — Tax-Free Savings Account A Canadian registered account where contributions are after-tax but growth and withdrawals are tax-free. Has an annual contribution limit. ### RRSP — Registered Retirement Savings Plan A Canadian registered account where contributions are tax-deductible and growth is tax-deferred until withdrawal. Annual contribution limit based on earned income. ### FHSA — First Home Savings Account A Canadian registered account combining TFSA-like growth with RRSP-like deductibility, earmarked for a first home purchase. ### 401(k) / Roth 401(k) US employer-sponsored retirement accounts. Traditional 401(k) is pre-tax; Roth is after-tax with tax-free withdrawals. ### IRA / Roth IRA US individual retirement accounts. Traditional IRA is pre-tax; Roth is after-tax. ### Contribution limit The annual maximum you can deposit into a registered/retirement account. See [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/). ### Carry-forward room Unused contribution room from prior years that you can use in the current year (e.g. TFSA, RRSP). * * * ## Portfolio planning ### FIRE — Financial Independence, Retire Early A movement / planning style focused on saving aggressively to reach financial independence well before traditional retirement age. ### Safe withdrawal rate The percentage of your portfolio you can withdraw annually with high confidence of not running out of money. The classic figure is 4% but Wealthfolio’s retirement simulator lets you stress-test your own number. ### Glide path How your asset allocation shifts as you age — typically more equity early, more bonds later. ### Monte Carlo simulation A planning technique that runs your portfolio through thousands of randomised return sequences to estimate the _probability_ of meeting a goal, not just a single point estimate. * * * ## App concepts ### Account group A logical grouping of multiple accounts (e.g. “Joint”, “Spouse RRSP”) used to roll up performance and net worth on the dashboard. ### Holdings mode An account tracking style where positions are seeded with External `TRANSFER_IN` activities rather than recorded BUY-by-BUY. Faster to set up, less precise performance math. See [Tracking Modes](https://wealthfolio.app/docs/concepts/tracking-modes/). ### Transactions mode The full account tracking style — every BUY, SELL, DIVIDEND, INTEREST recorded. Precise performance math. ### Snapshot A pre-computed portfolio state at a specific date. Wealthfolio caches snapshots at strategic dates so the dashboard doesn’t replay the whole activity history on every load. Snapshots after a backdated edit are invalidated and rebuilt incrementally. ### Custom provider A user-defined market-data provider that fetches prices from any JSON API, HTML page, table, or CSV source. No coding required. See [Custom Providers](https://wealthfolio.app/docs/guide/custom-providers/). ### Connect Wealthfolio’s optional paid service. Adds automatic broker sync (via SnapTrade) and end-to-end encrypted multi-device sync. See [Connect](https://wealthfolio.app/connect/). * * * **Need a term that isn’t here?** Open an issue on [GitHub](https://github.com/wealthfolio/wealthfolio/issues) — the glossary grows from real questions. * * * --- # Accounts & Portfolios | Wealthfolio Source: https://wealthfolio.app/docs/guide/accounts/ # Accounts & Portfolios Add and configure accounts, organize them into groups, and build portfolios — named reporting scopes across accounts. * * * Last updated September 8, 2026 Accounts are where your money lives; portfolios are how you slice across them. Both are managed under **Settings → Accounts** and **Settings → Portfolios**. ## Accounts Open **Settings → Accounts** to see every account, search, and filter by **All / Active / Hidden / Archived**. Click **Add account** to create one. ![Settings → Accounts: your accounts with type, group, and tracking mode](https://assets.wealthfolio.app/images/screenshots/app/accounts.png) ![Settings → Accounts: your accounts with type, group, and tracking mode](https://assets.wealthfolio.app/images/screenshots/app/accounts-dark.png) Settings → Accounts: your accounts with type, group, and tracking mode ### Add an account 1. Open **Settings → Accounts** and click **Add account**. 2. Fill in the fields below, then click **Save**. | Field | Description | | --- | --- | | Account Name | Display name, 2–50 characters (e.g. “Joint Brokerage”, “RRSP”). | | Account Group | Optional label to organize accounts (e.g. `401k`, `RRSP`, `Cash Savings`). Same-group accounts collapse together on the dashboard. | | Account Type | **Securities**, **Cash**, **Credit Card**, or **Crypto**. | | Cash Classification | Cash accounts only — **Cash** or **Fixed Income**. Sets how the balance counts in allocation reports. | | Currency | The account’s currency. Set when you create the account and fixed afterward; balances convert to your base currency for totals. | | Tracking Mode | **Transactions** (record every trade) or **Holdings** (add balances as snapshots). Credit cards always use Transactions. See [Tracking Modes](https://wealthfolio.app/docs/concepts/tracking-modes/). | ### Account status An account is **Active**, **Hidden**, or **Archived**. Set the last two with the **Hide** and **Archive** toggles when you edit an account. - **Active** — included everywhere: dashboard totals, performance, and reports. - **Hidden** — tucked out of your account lists but still counted in Total and history. - **Archived** — removed from the portfolio and totals without deleting its history. Restore it anytime. Deleting an account is permanent and removes all of its activities — archive instead if you just want it out of the way. ## Account groups A **group** is a free-text label on an account. Accounts that share a group roll up under one heading on the home dashboard (handy for “Spouse RRSP”, “Joint Taxable”, or “401k”). Groups are display-only — they don’t change any calculations. ## Portfolios A **portfolio** is a named **reporting scope** across a chosen set of accounts. Where groups just tidy up the dashboard, a portfolio becomes a first-class lens you can select anywhere the account picker appears — the **Dashboard**, **Performance**, **Insights**, **Income**, and **Holdings**. ![Settings → Portfolios: named reporting scopes across accounts](https://assets.wealthfolio.app/images/screenshots/app/portfolios.png) ![Settings → Portfolios: named reporting scopes across accounts](https://assets.wealthfolio.app/images/screenshots/app/portfolios-dark.png) Settings → Portfolios: named reporting scopes across accounts ### Creating a portfolio 1. Go to **Settings → Portfolios** and click **Add portfolio**. 2. Give it a **name** (e.g. “Retirement”, “Taxable”, “FIRE pot”) and an optional **description**. 3. **Select the accounts** that belong to it. An account can appear in any number of portfolios. 4. Click **Save**. The portfolio now appears in the account selector across the app. Reorder portfolios by dragging; edit or delete one from its **⋮** menu. If a portfolio references an account you later delete, Wealthfolio flags it so you can clean up the link. ### Using a portfolio Open the **account selector** at the top of the Dashboard (or Performance, Insights, Income, Holdings) and pick a portfolio instead of _All accounts_ or a single account. Every number on the page — value, returns, allocation, income — is then computed for just that subset. This is how you answer questions like _“how are my retirement accounts doing together?”_ or _“what’s my taxable allocation?”_ without merging or moving anything. Portfolios are purely a reporting overlay. Adding an account to a portfolio doesn’t move any holdings or change your overall totals — it just gives you another way to look at them. * * * **Next:** [Dashboards](https://wealthfolio.app/docs/guide/dashboards/) shows how each card reads, and [Tracking Modes](https://wealthfolio.app/docs/concepts/tracking-modes/) explains transactions vs. holdings accounts. * * * --- # Add Activities | Wealthfolio Source: https://wealthfolio.app/docs/guide/activities/ # Add Activities Manual entry, CSV import, editing, subtypes, short trades, transfers, and the full activity lifecycle. * * * Last updated September 8, 2026 Activities are the atomic events that drive your portfolio: every trade, dividend, deposit, fee, and adjustment. This guide covers how to add them, edit them, and use the subtypes and trade intents that handle DRIP, staking, short positions, options, transfers, and option expiry cleanly. For the conceptual model (what each type does to cash and holdings), see [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/). * * * ## 1 · Add an activity manually 1. **Activities** in the sidebar → **\+ Add Manually** in the top right. 2. Pick the **category** (Trade, Cash, Income, Transfer, Adjustment). 3. Pick the **type** (BUY, SELL, DIVIDEND, etc.) and, where available, the **subtype** or trade intent. 4. Fill the form. Required fields are marked. 5. **Add Activity.** The form adapts to the activity type. You only see the fields that matter (no `unitPrice` on a `DEPOSIT`, no `amount` on a plain `BUY`). ### Inline edit on the activities list For quick fixes, toggle the **grid icon** in the top-right of the activities list. Click any cell to edit; **✓** to save, **✗** to cancel. Useful for backfilling a missing fee or correcting a quantity without opening the full edit sheet. * * * ## 2 · Subtypes and trade intents Most activity types are direct: choose the type, fill the amount or quantity/price, and save. A few real-world events need a subtype or trade intent so Wealthfolio can apply the right accounting. | If you need to log… | Use this in Wealthfolio | Key fields / gotchas | | --- | --- | --- | | Normal stock/ETF/crypto buy | **BUY** | Symbol, quantity, unit price, currency, optional fee. Opens a long lot. | | Normal sell from an existing long | **SELL** | Closes long lots FIFO. A plain sell does not open a short if you oversell. | | Sell short stock/ETF | **SELL** → **Sell Short** | Opens a signed short lot. If you are currently long, split the trade first. | | Buy to cover stock/ETF short | **BUY** → **Buy to Cover** | Reduces the oldest short lot first. Do not include excess quantity as cover. | | Buy to open an option | **BUY** + asset **Option** + **Open** | Flip the asset toggle to **Option**, then fill Call/Put, strike, expiration. Multiplier auto-applied. | | Sell / write a call or put to open | **SELL** + asset **Option** + **Open** | The step people miss: switch the asset toggle to **Option**. Covered calls, cash-secured puts, naked shorts. | | Close an option | **BUY** or **SELL** + asset **Option** + **Close** | Buy to Close for short options, Sell to Close for long options. | | Dividend reinvestment | **DIVIDEND** → **DRIP** | Fill dividend amount, reinvested quantity, and reinvestment price. | | Staking reward | **INTEREST** → **Staking Reward** | Fill token quantity and fair market value at receipt. | | Bond coupon | **INTEREST** on the bond symbol | Select the bond in the optional Symbol field; income is attributed to the bond and included in total return. | | Stock dividend in the same asset | **DIVIDEND** → **Dividend in Kind** | Use for additional units of the same asset; true spin-offs need a separate activity. | | Option expired worthless | **ADJUSTMENT** → **Option Expiry** | Removes the option lot with no cash movement. | | Bonus, rebate, refund, reimbursement | **CREDIT** with the matching credit subtype | Bonus counts as new capital; rebate/refund/reimbursement reduce costs instead. | ### DRIP (Dividend Reinvestment) Use **DIVIDEND** → subtype **DRIP**. Fill the dividend amount, reinvested share quantity, and reinvestment price. Wealthfolio records: - The dividend income (cash in, then cash out for the purchase; net zero on cash). - A new lot opened at the DRIP price for the reinvested shares. ### Staking Reward Use **INTEREST** → subtype **Staking Reward**. Fill the token quantity and fair market value at receipt. Wealthfolio records: - The interest income at the token’s value on that date. - The token acquisition (new lot opened) for the reward amount. ### Dividend in Kind Use **DIVIDEND** → subtype **Dividend in Kind** for stock dividends paid as additional units of the same asset. Wealthfolio records the dividend income and opens a lot at the cost basis you provide from the broker notice. For a true spin-off into a different ticker, record the received security as an External `TRANSFER_IN` using the broker-reported cost basis. ### Stock/ETF Short Positions Use **SELL** → **Sell Short** to open or increase a short. Use **BUY** → **Buy to Cover** to reduce or close it. Plain **SELL** is intentionally conservative: if you sell more than you hold, Wealthfolio does not automatically open a short. If a single broker trade flips from long to short, split it into two activities: a normal **SELL** for the long quantity, then **Sell Short** for the remainder. ### Options (calls & puts) Options have first-class support in the Add Activity form. The step people miss is that you first choose **Buy** or **Sell**, then flip the **asset toggle from Stock to Option** — that’s what swaps the stock fields for the option contract fields (Call/Put, strike, expiration) and a **Position** toggle. If you never flip that toggle, you only ever see the stock form, which is why it can look like options aren’t supported. The mental model: **Buy vs Sell** = the direction of your order. **Open vs Close** = whether you’re entering a new contract or exiting one you already hold. Wealthfolio combines the two into the intent shown on the submit button. | What you did (broker language) | In Wealthfolio | Submit button reads | | --- | --- | --- | | **Buy to Open** a call or put (BTO) | **Buy** + asset **Option** + **Open** | Buy to Open | | **Sell to Open** / write a call or put (STO) | **Sell** + asset **Option** + **Open** | Sell to Open | | **Buy to Close** a written option (BTC) | **Buy** + asset **Option** + **Close** | Buy to Close | | **Sell to Close** a long option (STC) | **Sell** + asset **Option** + **Close** | Sell to Close | **Selling a call or put to open (writing options) is `Sell` + asset `Option` + position `Open`.** That single combination covers covered calls, cash-secured puts, and any naked short option — you collect the premium as a credit and open a short option lot. #### Step by step: write (sell to open) a call or put 1. **Activities → + Add Manually → Add Transaction.** 2. Pick the **Sell** activity type. 3. Under **Asset & Account**, switch the asset toggle from **Stock** to **Option**. 4. In **Option Contract**, search the symbol (type a ticker, an option contract, or paste an OCC symbol), pick **Call** or **Put**, and set the **Strike Price** and **Expiration**. Wealthfolio shows the resolved contract (e.g. `Dec 19 $150 CALL`). 5. Choose the account, then in the **Trade** section set **Position** to **Open**. 6. Enter the number of **Contracts** and the **Premium/Share**. Add any **Fee** / **Tax**. 7. Confirm with the button — it reads **Sell to Open** — and Wealthfolio records the credit. ![Add Activity form with Sell selected, the asset toggle set to Option, a Call contract with strike and expiration, and Position set to Open](https://assets.wealthfolio.app/images/screenshots/docs/activities/activity-sell-to-open.png) ![Add Activity form with Sell selected, the asset toggle set to Option, a Call contract with strike and expiration, and Position set to Open](https://assets.wealthfolio.app/images/screenshots/docs/activities/activity-sell-to-open-dark.png) Sell + asset Option + Position Open = Sell to Open: writing an AAPL Dec 19 $150 call for $1.25/share premium Enter the **Premium/Share** _per share_ (e.g. `1.25`), not the `$125` total. Wealthfolio applies the **contract multiplier (100 shares by default, shown next to Contracts and editable)** and previews the running **Total** — for 1 contract at `$1.25` that’s a `$125.00` credit. The premium shows up as cash in, and you now hold a short option lot. Closing later is the mirror image: **Buy** + asset **Option** + **Close** (Buy to Close) to buy the contract back, or let it expire (below). #### Buying options to open Going long a call or put is **Buy** + asset **Option** + **Open** (Buy to Open) — you pay the premium as a debit. Close it later with **Sell** + asset **Option** + **Close** (Sell to Close). Same contract fields, multiplier, and per-share premium rules apply. #### When an option expires worthless Use **ADJUSTMENT** → subtype **Option Expiry**. It closes the option lot to zero with no cash movement — the premium is realized (a loss for a long option you paid for, or the full premium kept as gain for a short option you wrote). Use this instead of a Buy/Sell to Close when nothing traded because the contract simply expired. #### When an option is assigned or exercised Assignment/exercise is two events: the option contract goes away and shares change hands. Record them as two activities: 1. Close the option leg — **Option Expiry** (ADJUSTMENT) removes the contract, or a **Close Position** trade if your broker showed a closing price. 2. Record the resulting stock trade at the **strike price**: a **BUY** if you were assigned on a short put or exercised a long call, a **SELL** if assigned on a short call or exercised a long put. #### Importing options from a broker CSV If your broker’s CSV uses **BTO / STO / BTC / STC** (or “Buy to Open”, “Sell to Open”, etc.) labels, map them to the matching type + intent in the activity type/subtype mapping step of the import. See [CSV Import](https://wealthfolio.app/docs/guide/csv-import/). ### Credit subtypes (Bonus, Trading Rebate, Fee Refund, Reimbursement) Use **CREDIT** with the matching subtype. The subtype controls whether the credit counts as new capital (Bonus) or as a cost reduction (Rebate / Refund / Reimbursement). Full reference: [Activity Type subtypes](https://wealthfolio.app/docs/concepts/activity-types/#3--subtypes). * * * ## 3 · Transfers between accounts Cash and securities transfers between Wealthfolio accounts use a **pair** of activities: 1. `TRANSFER_OUT` on the **source** account: specify the symbol (or `$CASH-`) and quantity / amount. 2. `TRANSFER_IN` on the **destination** account: same symbol and quantity / amount. For securities transfers, the destination account inherits the source’s cost basis, so your gain/loss math stays correct. See [How Transfers Work](https://wealthfolio.app/docs/concepts/activity-types/#7--how-transfers-work). ### Same-day TRANSFER\_OUT → TRANSFER\_IN gotcha If both activities are dated the same day, give the **OUT** an earlier timestamp than the **IN**. Otherwise Wealthfolio may try to credit the destination before the lot exists on the source side, and the OUT will silently fail to close any shares. In the manual form: use the time field, not just the date. In CSV: include the time in the `date` column (`2025-03-15T09:30:00`). ### Transferring from / to external accounts If the other side isn’t a Wealthfolio account, check the **External** flag on the transfer form. The activity records a one-sided cash or asset move from / to an untracked source. - **External `TRANSFER_IN`:** seeds a position or cash from outside Wealthfolio. Provide the cost basis your broker reported. Useful for opening balances, gifts, inheritances, RSUs. - **External `TRANSFER_OUT`:** removes a position or cash without recording a sale. Lots are closed via FIFO with no gain realised. Useful for crypto sent to a wallet you don’t track, or writing off a worthless position. ### Transferring between two Wealthfolio accounts Leave the **External** flag unchecked and pick the counterparty account. Wealthfolio creates the matching `TRANSFER_OUT` / `TRANSFER_IN` pair and preserves the original cost basis on the receiving side. * * * ## 4 · Activity statuses Each activity has a status that controls how it’s used in calculations: | Status | What it means | | --- | --- | | **Posted** | The default; counted everywhere. | | **Pending** | Broker-reported but incomplete (e.g. missing price on a DRIP). Excluded from metrics. | | **Draft** | You’re staging this before commit. Hidden from totals. | | **Void** | Soft-deleted. Hidden everywhere, but the row remains so you can restore it. | The Connect importer uses `Pending` for activities that arrive partially specified. Fix them up in Wealthfolio and bump them to `Posted` to make them count. * * * ## 5 · Bulk edit and delete Select multiple rows from the activities list (checkboxes on the left), then use the bulk action menu: - **Change account:** re-attribute the activities to a different account. - **Change status:** set Posted / Pending / Draft / Void. - **Delete:** removes the activities. Wealthfolio asks for confirmation first — the action is permanent, so double-check the selection before clicking. Bulk-changing the type isn’t supported. Wealthfolio doesn’t know which fields to preserve. * * * ## 6 · CSV import (summary) The CSV import flow is a separate guide because there’s a lot to cover (broker recipes, column mapping, troubleshooting): see [CSV Import](https://wealthfolio.app/docs/guide/csv-import/). The 30-second version: 1. **Activities → Import → Drop CSV file**. 2. Map columns and activity types. 3. Preview, confirm. Mappings are saved per account; second import is one click. ```csv date,symbol,quantity,activityType,unitPrice,currency,fee,amount 2024-01-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0,57.5 2023-12-15T15:02:36.329Z,MSFT,30,BUY,368.60,USD,0, 2023-08-11T14:55:30.863Z,$CASH-USD,1,DEPOSIT,1,USD,0,600.03 ``` **About the amount field:** for cash activities (`DIVIDEND`, `DEPOSIT`, `WITHDRAWAL`, `TAX`, `FEE`, `INTEREST`, `TRANSFER_IN`, `TRANSFER_OUT`), `amount` is mandatory. `quantity` and `unitPrice` are ignored. Your browser does not support HTML5 video. Here is a [link to the video](https://assets.wealthfolio.app/videos/import-csv.mp4) instead. * * * ## 7 · Editing and deleting - **Edit:** click any activity in the list to open the edit sheet. Synced (Connect) activities can’t be edited directly. Add an `ADJUSTMENT` instead. - **Delete:** click an activity → ⋯ menu → **Delete**. Wealthfolio asks for confirmation; deletion is permanent. If you want to keep the row but exclude it from calculations, set its **Status** to `Void` instead. - **Backdated activities:** there’s no restriction on inserting activities into the past. Wealthfolio recalculates all balances forward from the inserted date. * * * **Next step:** [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/) is the full reference for every type, subtype, and the rules that govern them. * * * --- # AI Assistant | Wealthfolio Source: https://wealthfolio.app/docs/guide/ai-assistant/ # AI Assistant Ask natural-language questions about your portfolio. Run fully local with Ollama, or BYO API key for Anthropic, OpenAI, Google AI, Groq, or OpenRouter. * * * Last updated September 8, 2026 The AI Assistant is a chat interface that answers questions about your portfolio by running typed queries against your local database. Ask “what did I earn in dividends last year?” and it’ll figure out the right query, run it, and answer with real numbers. It’s not a financial advisor. It’s faster `SELECT`s. Want an agent in your editor or Claude Desktop to reach your portfolio instead of chatting inside the app? The [MCP Server](https://wealthfolio.app/docs/guide/mcp-server/) exposes these same typed tools to external AI agents over the Model Context Protocol. ![The AI assistant — ask about your portfolio in plain English](https://assets.wealthfolio.app/images/screenshots/ai/welcome.png)![The AI assistant — ask about your portfolio in plain English](https://assets.wealthfolio.app/images/screenshots/ai/welcome-dark.png) The AI assistant — ask about your portfolio in plain English * * * ## 1 · What it can do The assistant has access to a tool registry of typed, scoped functions over your portfolio. The read-only set covers the questions you usually want answered: - `get_holdings` — current positions, optionally filtered by account or asset type. - `get_accounts` — list your accounts and balances. - `get_cash_balances` — cash positions per account and currency. - `get_performance` — TWR / MWR / volatility / drawdown for a period. - `search_activities` — query activities by date range, type, symbol, or account. - `get_valuation_history` — portfolio valuation series over time. - `get_income` — dividend / interest income, grouped however you ask. - `get_asset_allocation` — composition by sector, region, asset class. - `get_goals` — saved goals and progress. - `get_health_status` — current Health Center findings. There are also **safe-mutation** tools, gated by an explicit confirmation prompt in the chat UI before they run: - `record_activity` — record a single activity from the conversation. - `record_activities` — record several at once. - `import_csv` — feed a CSV into the importer. A typical exchange: > **You:** What dividend income did I get in 2024, grouped by asset? > > **Assistant:** _calls `get_income(period: "2024", group_by: "asset", type: "DIVIDEND")`_ > > Here’s your 2024 dividend income by holding: > > - MSFT: $312.40 > - JNJ: $244.10 > - VTI: $186.75 > - … The LLM picks the tools, calls them, and summarizes the results. Your raw activities never go to the model. Only the tool call and its structured result. * * * ## 2 · What it can’t do (yet) - **Give financial advice.** It’ll tell you what you own, not what you should own. We intentionally don’t fine-tune for advice. There’s no model the size that fits in consumer LLM constraints that gives advice we’d trust. - **Browse the web.** The assistant only reads your local database. It can’t fetch news, pull updated prices, or check today’s market. - **Mutate your portfolio without asking.** The mutation tools (`record_activity`, `record_activities`, `import_csv`) always require explicit user confirmation in the chat UI before they run. No other write paths exist. You can’t `DELETE` your portfolio by asking nicely. * * * ## 3 · Choose a provider Six providers are supported out of the box. Configure them under **Settings → AI Assistant**. | Provider | Where it runs | Cost | Setup | | --- | --- | --- | --- | | **Ollama** | Your machine | Free | Install Ollama and pull a tool-capable model | | **Groq** | Groq cloud | Per-token (paid) | Add your API key | | **Google AI (Gemini)** | Google cloud | Per-token (paid) | Add your API key | | **Anthropic (Claude)** | Anthropic’s servers | Per-token (paid) | Add your API key | | **OpenAI** | OpenAI’s servers | Per-token (paid) | Add your API key | | **OpenRouter** | OpenRouter cloud | Per-token (paid; free tier available) | Add your API key | Each provider also accepts a **Custom Endpoint** field, so you can point it at an OpenAI-compatible gateway (LM Studio, vLLM, Together, etc.) without picking a separate provider type. ### Ollama (recommended for privacy) Models that support **tool calling** are required (the assistant relies on tool calls to fetch your data). Tool-capable models configured by default: - `gemma4:e4b` (default) - `qwen3.5:9b` - `gpt-oss:20b` - `ministral-3` Setup: ```bash # Install Ollama from https://ollama.com ollama pull gemma4:e4b ollama serve ``` In Wealthfolio: **Settings → AI Assistant → Provider: Ollama**, Server URL `http://localhost:11434`, model `gemma4:e4b`. ### Anthropic, OpenAI, Google AI, Groq, OpenRouter Paste your API key. Models configured by default: - **Anthropic:** `claude-sonnet-4-6` (default), `claude-haiku-4-5-20251001` (cheaper + fast), `claude-opus-4-7` (largest). - **OpenAI:** `gpt-5.4` family — `gpt-5.4-mini` (default), `gpt-5.4-nano`, `gpt-5.4`. - **Google AI:** `gemini-2.5-flash` (default), `gemini-2.5-pro`, `gemini-3-flash-preview`. - **Groq:** `openai/gpt-oss-120b` (default), `groq/compound`, `moonshotai/kimi-k2-instruct-0905`. - **OpenRouter:** `openrouter/free` (default) and a handful of free tier models via OpenRouter’s catalog. API keys are encrypted in your Wealthfolio key store before being persisted. They never leave your device except in the API requests the assistant itself makes. ### OpenAI-compatible custom endpoints Each provider exposes a **Custom Endpoint** field — point any of them at an OpenAI-compatible gateway (LM Studio, vLLM, Together, Fireworks, a self-hosted gateway) and use that provider’s model picker. Picking OpenAI + a custom endpoint is the easiest path for “an OpenAI-shaped API that isn’t OpenAI.” **Reasoning models that hide their thinking** (DeepSeek-Reasoner, o1-style) may not return clean function-call output. Use a non-reasoning variant for the assistant — e.g. `deepseek-chat` rather than `deepseek-reasoner`. * * * ## 4 · What gets sent to the LLM Each turn, the assistant sends: 1. Your question. 2. The system prompt describing the available tools. 3. Whatever tool results you’ve fetched so far in this conversation. It does **not** send: - The raw contents of your database. - Your API keys for other services. - Any activity, holding, or balance unless an explicit tool call returned that data. If you’re using Ollama, none of the above leaves your machine. If you’re using a hosted provider, the data sent is what’s in the conversation transcript: everything you asked plus everything the tool calls retrieved during the chat. **Privacy tip:** if a question doesn’t need account-specific data, you can ask it without first running a tool. The LLM will answer from its training knowledge alone and no portfolio data leaves your machine. * * * ## 5 · Chat history Conversations are stored locally and persist across app restarts. Each thread has an auto-generated title (from the first question). To clean up: - **Delete a thread:** open the thread → **⋯ → Delete**. - **Wipe all history:** Settings → AI Assistant → **Clear all conversations**. * * * ## 6 · Streaming and cost Both Ollama and hosted providers stream tokens as they’re generated; answers appear incrementally. Tool calls run between streams (the model decides to call a tool, the tool runs locally, the model continues). For paid providers, every chat turn (and every tool call result the model considers) counts toward your token usage. Tool results are usually small (the assistant queries get specific summaries, not full activity dumps), but a chat with many turns can add up. The provider’s dashboard is the source of truth for costs. * * * ## 7 · Troubleshooting ### ”No response” / hangs forever - **Ollama:** make sure `ollama serve` is running and the model is pulled. Try `curl http://localhost:11434/api/tags` to confirm. - **Hosted:** check your API key has tool-use enabled (some accounts need to enable function calling in the provider dashboard) and that you have credits. ### ”The model called a tool that doesn’t exist” Some smaller open-source models hallucinate tool names. Switch to a larger tool-capable model (e.g. `qwen3.5:9b` or `gpt-oss:20b` from the bundled Ollama list). ### Answers are vague or wrong The assistant is only as good as the model. If you’re on Ollama with a small model, upgrade to a larger one or switch to a hosted provider for harder questions. For follow-up precision, ask the assistant to “show me the tool call it ran.” It’ll surface the exact query. ### Numbers don’t match the dashboard The assistant runs the same underlying queries the UI does, so numbers should match. If they don’t: 1. Make sure the time period in your question matches what the dashboard is showing. 2. The dashboard may be filtered to a specific account; ask the assistant explicitly “across all accounts” or “for account X”. 3. File an issue on [GitHub](https://github.com/wealthfolio/wealthfolio/issues) with the discrepancy. * * * **Next step:** Once you’re comfortable with the assistant, the [Health Center](https://wealthfolio.app/docs/guide/health-center/) is a good place to catch data inconsistencies before you ask the assistant deep questions. * * * --- # Allocation Targets & Rebalancing | Wealthfolio Source: https://wealthfolio.app/docs/guide/allocation-targets/ # Allocation Targets & Rebalancing Define a target portfolio, see how far each holding has drifted, and generate a concrete buy/sell rebalance plan. * * * Last updated September 8, 2026 Allocation Targets, introduced in **3.5**, lets you define the portfolio you _want_, see how far your actual holdings have **drifted** from it, and generate a **rebalance plan** that tells you exactly what to buy or sell. ![Allocation targets overview: current vs. target with drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview.png) ![Allocation targets overview: current vs. target with drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview-dark.png) Allocation targets overview: current vs. target with drift The feature has three parts: an **Overview** of your current versus target allocation, a **Targets** editor, and a **Rebalance** planner. ## Setting targets In the **Targets** editor, create a target by choosing an allocation type, a starting point, and the weights you want. ### Allocation type Target by any of these taxonomies: - **Asset Classes** (e.g. stocks / bonds / commodities) - **Industries** (GICS sectors) - **Risk Category** (Low / Medium / High) - **Regions** (continents / geographies) - **Custom Groups** ### Starting point Begin from a **preset** model or build your own. Built-in presets include, among others: | Taxonomy | Example presets | | --- | --- | | Asset Classes | Balanced 60/40, Growth 80/20, All Weather, Permanent Portfolio | | Industries | S&P 500 weights, Equal Weight, Defensive Equity | | Risk Category | Conservative, Balanced, Aggressive | | Regions | Global Cap, International Proxy, Equal Weight | You can also start from your **current holdings** and adjust from there. Target weights must total **100 %**. ### Scope A target applies to a scope: **all accounts**, a **custom portfolio**, or a **single account**. ![Target editor with the preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model.png) ![Target editor with the preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model-dark.png) Target editor with the preset picker and weight sliders ## Reading drift The **Overview** shows how far you’ve strayed from your target. - **Drift** is your current allocation minus your target, in percentage points. - Each category is **Overweight**, **Underweight**, **In band**, or **Not targeted**. - The **tolerance band** (a slider, roughly 0.5 %–10 %, default 5 %) defines how much drift is acceptable. Categories inside the band need no action; categories outside it are flagged. - The **largest gaps** card surfaces the most out-of-band categories first, and a holdings table shows current %, target %, and drift per holding. ![Drift drivers card highlighting the largest out-of-band gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift.png) ![Drift drivers card highlighting the largest out-of-band gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift-dark.png) Drift drivers card highlighting the largest out-of-band gaps ## Building a rebalance plan The **Rebalance** planner turns drift into a concrete list of trades. Choose a strategy and a few constraints, then calculate. ### Strategy | Mode | What it does | | --- | --- | | **Cash-flow only** | Deploys new cash into underweight categories. Buys only, no sells. | | **Sell to rebalance** | Sells overweight positions and uses the proceeds to buy underweight ones. | | **Hybrid** | Invests new cash first, then sells overweight only if cash alone can’t close the gaps. | ### Constraints - **Goal**: stop at the **nearest band** (pragmatic) or push to the **exact target** (precise). - **Share sizing**: allow **fractional shares** for precision, or **whole shares only** (which may leave a little drift). - **Minimum trade size**: exclude trades smaller than an amount you set. ### The plan Wealthfolio suggests trades using a drift-priority optimizer. Each step buys or sells the share that reduces total drift the most per dollar. Each suggested trade shows the action (**BUY** / **SELL**), symbol, category, amount, share quantity, last price, and the reason. The summary reports the number of trades, cash deployed and remaining, and **max drift before → after**, with a per-category _before · target · after_ bar. Wealthfolio flags warnings when it’s missing a quote, can’t classify a holding, or finds no buy candidates, so you know where a plan is incomplete. ![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance.png) ![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance-dark.png) Suggested trades with before · target · after bars ## Exporting When the plan looks right, you can act on it: - **Export CSV**: downloads `rebalance-plan-{name}-{date}.csv` with metadata (currency, cash totals, max drift before/after) and one row per trade. - **Copy as text**: copies a plain-text summary to your clipboard to paste anywhere. Wealthfolio doesn’t place trades for you. Take the plan to your broker and execute it there. ## Related - [Dashboards](https://wealthfolio.app/docs/guide/dashboards/): asset-allocation donut and Holdings → Insights cuts. - [Spending & Budgets](https://wealthfolio.app/docs/guide/spending-budgets/): the other major 3.5 module. * * * --- # Connect & Broker Sync | Wealthfolio Source: https://wealthfolio.app/docs/guide/connect-broker-sync/ # Connect & Broker Sync Automatically pull activities from your brokerage and sync your data across devices, privately and end-to-end encrypted. * * * Last updated September 8, 2026 [Wealthfolio Connect](https://wealthfolio.app/connect/) is an optional paid service that adds two things on top of the free local-first app: 1. **Automatic broker sync.** Activities pulled directly from your brokerage, no CSV exports required. 2. **End-to-end encrypted device sync.** Keep desktop, iOS, and self-hosted instances in step without anyone (us included) being able to read your portfolio. The core app stays exactly the same with or without Connect. This guide covers what Connect does, what it doesn’t, and how to set it up. ![Wealthfolio Connect — sync brokers and devices while your data stays on your device](https://assets.wealthfolio.app/images/screenshots/app/connect.png)![Wealthfolio Connect — sync brokers and devices while your data stays on your device](https://assets.wealthfolio.app/images/screenshots/app/connect-dark.png) Wealthfolio Connect — sync brokers and devices while your data stays on your device * * * ## 1 · What Connect does (and doesn’t) | Feature | Free core | Connect | | --- | --- | --- | | Local SQLite database, full data ownership | ✅ | ✅ | | Manual entry + CSV import | ✅ | ✅ | | Market data (Yahoo + custom providers) | ✅ | ✅ | | Performance metrics, goals, FIRE, contribution limits | ✅ | ✅ | | Self-hosting | ✅ | ✅ | | AI assistant (BYO API key) | ✅ | ✅ | | **Automatic broker sync** (SnapTrade integration) | — | ✅ | | **Multi-device sync** (E2E encrypted) | — | ✅ | | **Household / family sharing** (share selected accounts) | — | ✅ | Connect is opt-in. If you only want manual + CSV imports, you never need it. * * * ## 2 · Supported brokerages Connect uses [SnapTrade](https://snaptrade.com/) to talk to your broker. SnapTrade supports the major US, Canadian, and select international brokers. Full list at [/connect/brokerages](https://wealthfolio.app/connect/brokerages/). Highlights: - **US:** Fidelity, Schwab, Robinhood, E\*Trade, Webull, Public, TradeStation, tastytrade - **Canada:** Questrade, Interactive Brokers - **International:** Interactive Brokers (global), Trading 212, Kraken (crypto), Coinbase (crypto), Binance (crypto) If your broker isn’t listed, request it via [SnapTrade’s coverage form](https://snaptrade.com/brokerage-integrations). Support tends to expand quickly. * * * ## 3 · Set up broker sync 1. **Subscribe** to Connect at [wealthfolio.app/connect](https://wealthfolio.app/connect/). 2. **Sign in** to Connect from the desktop or iOS app via Settings → **Connect**. 3. **Link a brokerage**: Settings → **Connected Accounts** → **Add brokerage**. You’ll be redirected to SnapTrade’s hosted connection portal. Depending on the institution, you may authorize OAuth on the brokerage website, provide broker-issued API credentials or a reporting token, or authenticate inside the hosted portal. Wealthfolio requests a read-only connection in every case. 4. **First sync** runs immediately and pulls the history the connection makes available. The range varies by brokerage and account. Subsequent syncs run automatically once per day, or on demand via **Sync now**. Wealthfolio never receives your broker password. When OAuth is available, you sign in on the brokerage website. For a non-OAuth connection, credentials or API tokens are entered directly into SnapTrade’s hosted portal and stored there encrypted so SnapTrade can maintain the connection. SnapTrade returns the authorized account data through Wealthfolio Connect to your device over encrypted channels. * * * ## 4 · How synced data lands in Wealthfolio Each linked brokerage creates one or more **Connect accounts** in Wealthfolio. They look like manual accounts, except: - Activities flow in automatically. You can’t edit synced rows directly (it’d get overwritten on the next sync). To override a synced activity, use an **`ADJUSTMENT`** activity on the same date. - Each Connect account shows its **last sync time** and a **status badge** (synced, syncing, error). - You can mix synced and manual activities in adjacent accounts; performance metrics combine them seamlessly. * * * ## 5 · Multi-device sync Once Connect is active, devices linked to the same Connect account stay in sync: 1. Sign into Connect on each device (desktop, iOS, self-hosted). 2. Wealthfolio generates a device-specific keypair on first sign-in. 3. Changes are encrypted on-device with your account key and pushed to Connect’s storage tier. 4. Other devices pull the encrypted blobs and decrypt locally. We can’t read the encrypted blobs. If you lose every device, you can recover by linking a new device with your account credentials. But if you also lose your account credentials, the data is unrecoverable. (That’s the deal with E2E encryption.) **Back up your data.** E2E means we cannot recover your portfolio for you. Periodically export a full database SQL ([Export & Backup](https://wealthfolio.app/docs/guide/data-export/)) and store it somewhere you trust. * * * ## 6 · Renaming and grouping Connect accounts By default, Connect accounts inherit names from your broker (“Joint Brokerage 1234…” gets ugly fast). To clean up: - **Rename:** Settings → **Accounts** → click the synced account → **Edit** → set a display name. The display name is local; the underlying SnapTrade link is unchanged. - **Group:** Use **Account Groups** to roll up multiple Connect accounts (e.g. “Joint”, “Solo IRA”, “Spouse RRSP”) into one logical bucket for dashboard rollups. * * * ## 7 · Known limitations - **Joint accounts:** SnapTrade returns the same joint account once per linked login. If both spouses link the same brokerage, the joint account appears twice. Disable one of the duplicates from Settings → Accounts (toggle Active off) rather than deleting it. Deletion breaks the Connect link. - **Single-active connection brokers:** E\*Trade and a few others only allow one active SnapTrade session per user. Re-authenticating on a second device disconnects the first. - **Pending activities:** brokers occasionally publish dividends with no share count or trades with no price. Connect imports these as `Pending`. They show up in the activity list, and you can edit them once your broker fills in the missing data. * * * ## 8 · Disconnecting To remove a brokerage link: Settings → **Connected Accounts** → select the brokerage → **Disconnect**. The Connect account stays in Wealthfolio (with all its synced history) but won’t sync again. To delete the account entirely, also remove it from Settings → **Accounts**. * * * ## 9 · Troubleshooting ### Sync failed with “authentication error” Your broker’s OAuth token expired (most brokers expire after 90 days). Settings → **Connected Accounts** → click the failing brokerage → **Reauthorize**. ### A synced activity looks wrong Don’t edit the synced row; the next sync will overwrite. Instead, add a balancing `ADJUSTMENT` activity on the same date. If a sync is consistently wrong (e.g. broker sends FX-converted amounts in your base currency by mistake), file a ticket via [Discord](https://discord.gg/WDMCY6aPWK). We forward to SnapTrade when needed. ### Sync is stuck on “syncing…” for hours Cancel and retry: Settings → **Connected Accounts** → **Sync now**. If it fails again, disconnect and reconnect the brokerage. * * * **Next step:** Once your brokers are syncing, the [Health Center](https://wealthfolio.app/docs/guide/health-center/) will flag any inconsistencies between synced data and what Wealthfolio expects (negative cash, missing deposits, stale quotes). * * * --- # Contribution Limits | Wealthfolio Source: https://wealthfolio.app/docs/guide/contribution-limits/ # Contribution Limits Track tax-advantaged contribution caps and remaining room across accounts. * * * Last updated September 8, 2026 Most tax-advantaged accounts — RRSPs, TFSAs, IRAs, 401(k)s, ISAs, PEAs — have a yearly cap on how much you can contribute. Wealthfolio tracks those caps for you, sums up what counts as a contribution, and tells you how much room you have left. ## Setting up a Limit 1. Go to `Settings → Limits`. 2. Click **Add Limit**. 3. Fill in: - **Name** — an identifiable label (e.g. `2026 RRSP`, `2026 Roth IRA`, `2026 TFSA`). - **Year** — the contribution year the cap applies to. - **Limit amount** — the cap, in your base currency. - **Custom date range** _(optional)_ — if your limit doesn’t follow the calendar year (e.g. UK ISA tax year), set explicit start and end dates. 4. Save the limit. 5. Select every account that contributes toward this cap and click **Save selected accounts**. A single limit can cover several accounts — for example a personal RRSP plus a spousal RRSP under the same room. You can now see the limit and the remaining room on the account page itself or in the Limits settings page. ![Wealthfolio Contribution Limits](https://assets.wealthfolio.app/images/landing/contribution-limits.webp)![Wealthfolio Contribution Limits](https://assets.wealthfolio.app/images/landing/contribution-limits-dark.webp) ## How Room Is Calculated Used room for a limit is the sum of every contributing activity on the linked accounts, recorded inside the limit’s date window, converted to your base currency at the **exchange rate on the activity date**. Available room is simply `limit_amount − used_room`. The trickier question is _which activities count_. Wealthfolio uses these rules: ### Deposits always count A `DEPOSIT` activity on a linked account is always counted. Deposits represent new money entering the portfolio from outside. ### Transfers — only new money counts The most common source of confusion with contribution rooms is internal transfers. Wealthfolio treats them as follows: - **Linked transfer pair (`TRANSFER_OUT` + `TRANSFER_IN` between two of your accounts)**: - If **both** the sending and receiving accounts are in the same limit, the transfer is internal — neither leg counts. Moving money between two of your TFSAs, for example, doesn’t use any room. - If only the **receiving** account is in the limit, the `TRANSFER_IN` counts as a contribution. New money is entering the limit from outside it. - If only the **sending** account is in the limit, nothing is counted. (See “Withdrawals” below for what doesn’t happen.) - **Unlinked transfers** (a standalone `TRANSFER_IN` with no matching `TRANSFER_OUT`): counted only if you explicitly mark the transfer as **external** (its `flow.is_external` metadata flag is `true`). This is how you should record money coming in from a payroll bonus, an inheritance, or any source outside the portfolio. ### Other activity types - `CREDIT` activities count only when explicitly flagged as external — same rule as unlinked transfers. - `TRANSFER_OUT`, `WITHDRAWAL`, dividends, fees, buys, sells, and any other activity type **never** consume room. ### Multi-currency handling If a contribution is recorded in a currency other than your base currency, it is converted using the FX rate on the **activity date**, not today’s rate. This keeps historical room usage stable — re-importing a year-old deposit doesn’t shift your remaining room because the dollar moved last week. ## Withdrawals Don’t Restore Current-Year Room Wealthfolio mirrors the rule used by most tax authorities: withdrawing money from a registered account does **not** add room back to the current year’s limit. - `WITHDRAWAL` and `TRANSFER_OUT` activities are ignored by the limit calculation. - A withdrawal made today doesn’t reduce _this year’s_ used room and doesn’t reduce _this year’s_ available room. - For accounts where withdrawals do create future room (Canadian TFSA, for instance, where withdrawals reinstate room on January 1 of the following year), record the recovered room by **increasing next year’s `Limit amount`** when you create that year’s limit. Wealthfolio doesn’t auto-roll withdrawn amounts into a new year. - For accounts where withdrawals never create new room (RRSP, IRA, 401(k)), the cap simply continues unchanged. If you re-deposit money you previously withdrew, the new `DEPOSIT` (or external `TRANSFER_IN`) is counted like any other contribution — including against the current year’s room. ## Multiple Limits, Multiple Years - Create one limit per **year × cap**: `2024 RRSP`, `2025 RRSP`, `2026 RRSP`. Past years stay around as a permanent record of how much room you used. - A single account can be attached to several different limits (for example a USD brokerage that holds both Roth IRA and Traditional IRA sleeves) — Wealthfolio sums each limit independently using only the activities that fall within its window. - Carry-forward room from prior years is not auto-detected. If your jurisdiction grants unused room from previous years, add it manually to the current year’s `Limit amount`. ## Where to Watch It - **Settings → Limits** — full list of every limit with progress bars. - **Account detail page** — each account shows the limits it belongs to and the remaining room across them. * * * --- # CSV Import | Wealthfolio Source: https://wealthfolio.app/docs/guide/csv-import/ # CSV Import Map broker exports to Wealthfolio activities. File format, mapping, per-broker recipes, and troubleshooting. * * * Last updated September 8, 2026 The CSV importer takes broker statements (or any spreadsheet) and turns each row into a Wealthfolio activity. Most brokers don’t follow the same column names, so the importer walks you through a **mapping step** that aligns their columns to ours. Mappings are saved per account, so subsequent imports for that broker are one click. ![Step 1 — Upload: pick the account, drop your CSV, and preview the parsed rows](https://assets.wealthfolio.app/images/screenshots/csv-import/upload.png) ![Step 1 — Upload: pick the account, drop your CSV, and preview the parsed rows](https://assets.wealthfolio.app/images/screenshots/csv-import/upload-dark.png) Step 1 — Upload: pick the account, drop your CSV, and preview the parsed rows * * * ## 1 · The CSV format at a glance Wealthfolio’s native CSV format: ```csv date,symbol,instrumentType,quantity,activityType,unitPrice,currency,fee,amount,fxRate,subtype 2024-01-15,MSFT,EQUITY,10,BUY,380.50,USD,4.95,,, 2024-02-01,MSFT,EQUITY,1,DIVIDEND,0.75,USD,0,0.75,, 2024-02-15,,,1,DEPOSIT,1,USD,0,1000.00,, 2024-04-01,VOO,EQUITY,0.25,DIVIDEND,200.00,USD,0,50.00,,DRIP 2024-05-01,AAPL,EQUITY,5,SELL,100.00,USD,0,,,SELL_SHORT 2024-05-15,AAPL,EQUITY,2,BUY,95.00,USD,0,,,BUY_TO_COVER 2024-06-01,TD.TO,EQUITY,10,BUY,85.00,CAD,9.99,,1.36, ``` You don’t have to match this format exactly. The importer does the mapping for you, and only the **required** columns below must be present. Negative values, currency symbols (`$`, `£`, `€`), thousands commas, and parentheses are parsed automatically — no manual cleanup needed. ### Required columns These six must be mapped before you can import: | Field | What it is | | --- | --- | | `date` | Trade or transaction date. ISO-8601 (`2025-03-15`) preferred; common locale formats are recognized. | | `symbol` | Ticker (`AAPL`, `RY.TO`, `IWDA.AS`). Leave **blank** for pure cash activities — the activity type identifies them. | | `quantity` | Shares (positive number). Up to 8 decimal places for fractional shares. Use `1` for cash rows. | | `activityType` | One of the [supported activity types](https://wealthfolio.app/docs/concepts/activity-types/). | | `unitPrice` | Price per unit in the activity currency. Use `1` for cash activities. | | `amount` | Total cash value. For trades it’s **auto-calculated** from `quantity × unitPrice` when left blank; **required** for cash activities (`DIVIDEND`, `DEPOSIT`, `WITHDRAWAL`, `INTEREST`, `TAX`, `FEE`, transfers). | ### Optional columns | Field | What it is | | --- | --- | | `currency` | Activity currency (ISO 4217, e.g. `USD`, `EUR`, `CAD`). Defaults to the **account currency** when omitted. | | `fee` | Inline fee or commission for `BUY` / `SELL` activities. | | `instrumentType` | Asset type for a new security, e.g. `EQUITY`, `CRYPTO`. Helps Wealthfolio classify symbols it hasn’t seen before. | | `isin` | ISIN identifier — an alternative to the ticker for matching a security. | | `fxRate` | Exchange rate from the activity currency to your **base currency** (e.g. `1.36`). Used when the two differ. | | `subtype` | Refines the activity type, e.g. `DRIP`, `STAKING_REWARD`, `POSITION_OPEN`, `POSITION_CLOSE`, `SELL_SHORT`, `BUY_TO_COVER`, `BTO`, `STO`, `BTC`, `STC`. | | `comment` | Free-text note. Useful for cross-referencing your broker statement. | | `account` | Destination account per row, if you’re not importing everything into the single selected account. | ### Holdings-mode CSV (balance snapshots) Holdings-mode accounts (where you track period-end balances instead of every trade) use a simpler snapshot format: ```csv date,symbol,quantity,avgCost,currency 2024-03-31,AAPL,50,171.48,USD 2024-03-31,VOO,20,468.50,USD 2024-03-31,$CASH,5000,,USD 2024-06-30,AAPL,55,210.62,USD ``` Required: `date`, `symbol`, `quantity`. Optional: `avgCost`, `currency`. For cash, use `$CASH` as the symbol — the `quantity` is the cash amount. * * * ## 2 · Importing step by step The importer is a five-step wizard: 1. **Upload.** Select the destination account (mappings are saved per account), drop your CSV file (or click to browse), and optionally pick a saved format. Wealthfolio shows a live preview of the parsed rows. 2. **Mapping.** Align each CSV column to a Wealthfolio field, map every broker activity word to an activity type (e.g. “Buy” → `BUY`, “Dividend Reinvestment” → `DIVIDEND` with the **DRIP** subtype, “Sell Short” → `SELL` with **Position Open**), and normalize symbols if needed (e.g. `MSFT.NASDAQ` → `MSFT`). The importer auto-guesses what it can — fix anything still flagged. Save the result as a reusable **template**. 3. **Review Assets.** Confirm any new symbols the file introduces, so prices and classifications resolve correctly. 4. **Review Activities.** Preview every row before import, with duplicates flagged. 5. **Import.** A summary shows how many rows will be imported versus skipped, broken down by activity type. Confirm to finish — the mapping is saved for next time. ![Step 2 — Mapping: columns, activity types, and symbols aligned to Wealthfolio fields and saved as a template](https://assets.wealthfolio.app/images/screenshots/csv-import/mapping.png) ![Step 2 — Mapping: columns, activity types, and symbols aligned to Wealthfolio fields and saved as a template](https://assets.wealthfolio.app/images/screenshots/csv-import/mapping-dark.png) Step 2 — Mapping: columns, activity types, and symbols aligned to Wealthfolio fields and saved as a template ![Step 5 — Import: rows to import versus skipped, broken down by activity type](https://assets.wealthfolio.app/images/screenshots/csv-import/preview.png) ![Step 5 — Import: rows to import versus skipped, broken down by activity type](https://assets.wealthfolio.app/images/screenshots/csv-import/preview-dark.png) Step 5 — Import: rows to import versus skipped, broken down by activity type * * * ## 3 · Broker term glossary Brokers use their own vocabulary. Map these to Wealthfolio activity types in the import step: | Broker term | Wealthfolio activity type | | --- | --- | | Buy, Purchase, Bought | `BUY` | | Sell, Sold, Sale, Disposal | `SELL` | | Sell Short, Short Sell | `SELL` with **Position Open** / **Sell Short** | | Buy to Cover, Cover Short | `BUY` with **Position Close** / **Buy to Cover** | | Buy to Open, BTO | `BUY` with **Position Open** | | Sell to Open, STO | `SELL` with **Position Open** | | Buy to Close, BTC | `BUY` with **Position Close** | | Sell to Close, STC | `SELL` with **Position Close** | | Dividend, Cash Dividend, Ordinary Dividend | `DIVIDEND` | | Dividend Reinvestment, DRIP, Reinvested Dividend | `DIVIDEND` with **DRIP** subtype | | Interest, Credit Interest, Cash Interest | `INTEREST` | | Staking Reward, Staking Income | `INTEREST` with **Staking Reward** subtype | | Deposit, Funds Received, ACH In, Wire In | `DEPOSIT` | | Withdrawal, Funds Sent, ACH Out, Wire Out | `WITHDRAWAL` | | Journal, Internal Transfer, ACATS In/Out | `TRANSFER_IN` / `TRANSFER_OUT` | | Sweep In, Sweep Out | Often safe to ignore; these are intra-account. | | Stock Split, Forward Split, Reverse Split | `SPLIT` | | Spin-off, Stock Dividend | `DIVIDEND` with **Dividend in Kind** subtype | | Account Fee, Custody Fee, Advisory Fee | `FEE` | | Withholding Tax, Tax Adjustment | `TAX` | | Bonus, Sign-up Reward, Referral | `CREDIT` with **Bonus** subtype | | Maker Rebate, Volume Discount | `CREDIT` with **Trading Rebate** subtype | | Fee Refund, Fee Reversal | `CREDIT` with **Fee Refund** subtype | | Option Expiration, Expired Worthless | `ADJUSTMENT` with **Option Expiry** subtype | | Opening Balance, Starting Position | `TRANSFER_IN` with **External** flag | | Position Closed (no proceeds), Write-off | `TRANSFER_OUT` with **External** flag | Full reference: [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/). * * * ## 4 · Importing cash-only / bank accounts The importer needs a symbol on every row. For pure cash activities, use the special **`$CASH-`** symbol: ```csv date,symbol,quantity,activityType,unitPrice,currency,amount 2025-01-15,$CASH-USD,1,DEPOSIT,1,USD,1500.00 2025-01-20,$CASH-USD,1,INTEREST,1,USD,3.42 2025-02-01,$CASH-USD,1,WITHDRAWAL,1,USD,500.00 2025-02-10,$CASH-EUR,1,INTEREST,1,EUR,0.85 ``` One `$CASH-` symbol per currency. This is how bank accounts, savings accounts, and broker cash sweeps are imported. * * * ## 5 · Broker recipes Quick-start mappings for the most-common brokers. If your broker isn’t listed, the mapping step will still walk you through it, and you can [open a PR](https://github.com/wealthfolio/wealthfolio) to add a recipe. ### Charles Schwab Export from **History → Export → CSV** (transactions, not statements). - The first line is a description (“Transactions for account…”). Delete it; the importer expects the header row to be first. - **Action** → `activityType`. Map “Buy” → `BUY`, “Sell” → `SELL`, “Cash Dividend” → `DIVIDEND`, “Reinvest Dividend” → `DIVIDEND` (DRIP), “Reinvest Shares” → `BUY` (the matching DRIP buy), “Bank Interest” → `INTEREST`, “MoneyLink Transfer” → `DEPOSIT` or `WITHDRAWAL` depending on sign. - **Symbol** → `symbol`. Cash rows have no symbol; set them to `$CASH-USD`. - **Quantity** → `quantity`. Cash rows: set to `1`. - **Price** → `unitPrice`. Strip the `$`; Wealthfolio expects raw numbers. - **Fees & Comm** → `fee`. - **Amount** → `amount`. Strip `$`. ### Fidelity Export from **Accounts → History → Download**. - **Run Date** → `date`. - **Action** → `activityType`. “YOU BOUGHT” → `BUY`, “YOU SOLD” → `SELL`, “DIVIDEND RECEIVED” → `DIVIDEND`, “REINVESTMENT” → `BUY` paired with the DRIP dividend, “INTEREST EARNED” → `INTEREST`. - **Symbol** → `symbol`. - **Quantity** → `quantity` (use absolute value; sign is handled by activity type). - **Price ($)** → `unitPrice`. - **Commission ($)** + **Fees ($)** → sum into `fee`. - **Amount ($)** → `amount`. Strip `$` and parentheses (Fidelity uses `(…)` for negatives). ### Vanguard Vanguard exports **two tables** in one CSV (trade history + position summary). **Delete the second table** before importing; keep only the trade-history block plus its header. - **Trade Date** → `date`. - **Transaction Type** → `activityType`. “Buy” → `BUY`, “Sell” → `SELL`, “Dividend” → `DIVIDEND`, “Reinvestment” → `BUY` (DRIP pair). - **Symbol** → `symbol`. For mutual funds Vanguard uses ticker-like codes (e.g. `VTSAX`). - **Shares** → `quantity`. - **Share Price** → `unitPrice`. - **Principal Amount** → `amount`. ### Interactive Brokers (IBKR) Use the **Flex Query** export with the `Trades` and `CashTransactions` sections. - **TradeDate** / **DateTime** → `date`. - **Buy/Sell** → `activityType`. “BUY” → `BUY`, “SELL” → `SELL`. - **Symbol** → `symbol`. IBKR symbols are usually clean; ETFs may include exchange suffixes that work as-is. - **Quantity** → `quantity`. - **TradePrice** → `unitPrice`. - **IBCommission** → `fee` (already negative; strip the sign or wrap in `abs()`). - **Currency** → `currency`. - For cash transactions (`CashTransactions` section): map **Type** to `DIVIDEND`, `INTEREST`, `DEPOSIT`, `WITHDRAWAL`, or `TAX`. ### Robinhood Robinhood doesn’t expose CSV downloads natively. Use the official tax form export (annual) or a third-party tool. After exporting: - **Activity Date** → `date`. - **Instrument** → `symbol` (Robinhood uses bare tickers like `AAPL`, not `AAPL.US`). - **Trans Code** → `activityType`. `Buy` → `BUY`, `Sell` → `SELL`, `CDIV` → `DIVIDEND`, `INT` → `INTEREST`, `ACH` deposit/withdrawal → `DEPOSIT` / `WITHDRAWAL`. - **Quantity** → `quantity`. - **Price** → `unitPrice` (strip `$`). - **Amount** → `amount` (strip `$` and parentheses). ### Trading 212 Export from **History → Export → CSV**. - **Time** → `date`. - **Action** → `activityType`. “Market buy” / “Limit buy” → `BUY`, “Market sell” / “Limit sell” → `SELL`, “Dividend” → `DIVIDEND`, “Deposit” → `DEPOSIT`, “Withdrawal” → `WITHDRAWAL`, “Card debit” → ignore or `WITHDRAWAL`, “Interest on cash” → `INTEREST`. - **Ticker** → `symbol`. Trading 212 uses LSE-style suffixes for non-US tickers. - **No. of shares** → `quantity`. - **Price / share** → `unitPrice`. Note the currency column. - **Currency (Price / share)** → `currency`. - **Total (in your account currency)** → `amount` (for cash rows). - **Currency conversion fee** → add to `fee`. ### Questrade Export from **Activities → Download CSV** with the **Detailed** option. - **Settlement Date** or **Transaction Date** → `date`. - **Action** → `activityType`. “Buy” → `BUY`, “Sell” → `SELL`, “DIV” → `DIVIDEND`, “DIS” → `INTEREST`, “DEP” → `DEPOSIT`, “WDR” → `WITHDRAWAL`, “TFI” / “TFO” → `TRANSFER_IN` / `TRANSFER_OUT`. - **Symbol** → `symbol`. Questrade prefixes TSX tickers: `RY` becomes `RY.TO` for Wealthfolio. - **Quantity** → `quantity`. - **Price** → `unitPrice`. - **Commission** → `fee`. - **Net Amount** → `amount`. ### Bank of America (cash / checking) Cash/checking imports use the transaction importer. When importing into a cash account, you don’t need a symbol column. - **Date** → `date`. - **Description** → `comment`, or `activityType` only if the values are broad labels like “Deposit”, “Withdrawal”, “Payment”, or “Purchase”. - **Transaction Type** / **Type** → `activityType`, if the export provides one. - **Amount** → `amount`. Wealthfolio imports cash amounts as positive values. Sign-based `DEPOSIT` / `WITHDRAWAL` inference is automatic only for supported generic cash movement labels such as `TRANSFER`, `TRANSFER_TF`, and `MoneyMovement`; there is no separate **Conditional Mapping** configuration. If the export has only arbitrary merchant descriptions plus an amount, add an explicit `activityType` column before importing, or split the file into positive and negative rows. ### Guideline / Gusto 401(k) Guideline’s CSV has no symbol column, only fund names and dollar amounts. Two paths: 1. **Map fund names to symbols.** Find each fund’s ticker (e.g. “Vanguard Total Stock Market Index” → `VTSAX`) and use the importer’s symbol-mapping step to translate. 2. **Track at the dollar level.** Treat the whole 401(k) as a single custom asset (e.g. `MY-401K`) and record `BUY` activities at $1 per “share” with quantity = dollars contributed. Update the asset’s price manually with your statement value. * * * ## 6 · Duplicate detection Wealthfolio fingerprints each row by **date + symbol + quantity + unit price + amount + activity type**. Exact matches are flagged as duplicates in the preview and skipped on import. The final **Import** step shows a **To Import** vs **Skipped** count before you confirm. To re-import with corrections, edit the affected rows in your CSV so the fingerprint changes. Existing rows stay put and the new ones come in. * * * ## 7 · Troubleshooting ### ”Missing required field: symbol” Every row needs a symbol. For pure cash activities use `$CASH-USD` (or the appropriate currency). For securities, fill in the ticker. ### ”`$` is not a valid number” The price/amount column has a currency symbol in it. Strip `$`, `€`, `£`, thousands commas (`1,234.56` → `1234.56`), and trailing whitespace before importing. Most spreadsheet apps can format-then-export the raw numbers. ### ”Unknown activity type” The mapping step missed one. Go back and map every unique value in your `activityType` column to one of Wealthfolio’s types. If your broker uses a term not in the [glossary](https://wealthfolio.app/docs/guide/csv-import/#3--broker-term-glossary), pick the closest semantic match. ### ”Amount is required for cash activity” Cash activities (`DIVIDEND`, `DEPOSIT`, `WITHDRAWAL`, `INTEREST`, `TAX`, `FEE`, transfers) need the `amount` column. `quantity` and `unitPrice` are ignored for these types. ### My DRIP rows have no share count Some brokers report a DRIP as just the dividend (cash amount) with no matching buy. If you have the share count from your statement, add it manually as a `BUY`. If you don’t, record only the `DIVIDEND` and add the share adjustment as a `TRANSFER_IN` with the **External** flag checked. ### My transfers don’t show on both accounts The CSV import only writes to the **selected account** at the top of the import flow. To record a transfer between two Wealthfolio accounts, import the `TRANSFER_OUT` row on the source account, then switch accounts and import the `TRANSFER_IN` row on the destination. Same-day timestamps: give the OUT an earlier time than the IN. ### Dates are getting parsed wrong Force ISO format in your CSV (`2025-03-15`). If you must use `DD/MM/YYYY` or `MM/DD/YYYY`, the importer asks you to pick one in the mapping step. Choose the format your broker uses, not the format your locale prefers. ### Quotes inside text fields breaking the parse Use a CSV writer (Excel “Save As CSV UTF-8” works) rather than hand-editing. Escape embedded quotes by doubling them: `"She said ""hi"""`. Or remove them; Wealthfolio doesn’t need notes to import. * * * ## 8 · Reusing mappings Mappings are saved per **account**, not per file. The second time you import a CSV from the same broker into the same account, the importer pre-fills every choice. You only see the mapping screen if columns change or new activity types appear. To reset a mapping: import a different file into the same account and pick **Reset mapping** in the top-right of the mapping step. * * * **Next step:** [Activity Types](https://wealthfolio.app/docs/concepts/activity-types/) walks through every activity type and subtype in detail. Handy when you’re picking which broker term maps to which Wealthfolio category. * * * --- # Custom Market Data Providers | Wealthfolio Source: https://wealthfolio.app/docs/guide/custom-providers/ # Custom Market Data Providers Create your own market data providers to fetch prices from any JSON API, HTML page, HTML table, or CSV source — no coding required. * * * Last updated September 8, 2026 Custom providers let you connect Wealthfolio to virtually any market data source — whether that’s a paid API service, a free public API, or a website you want to scrape. You define a URL pattern, tell Wealthfolio where to find the price in the response, and the app handles the rest — fetching, parsing, and storing quotes alongside the built-in providers. **Common use cases:** - **Connect to paid data APIs** — Use services like Twelve Data, Polygon.io, or Alpha Vantage Pro with your own API key, passing it via authentication headers. - **Add free public APIs** — CoinGecko for crypto, ExchangeRate API for currencies, or any other free JSON API. - **Scrape websites** — Extract prices from web pages like FT.com, Euronext, or Borsa Italiana using CSS selectors. - **Cover niche assets** — Regional bonds, private funds, illiquid ETFs, or anything the built-in providers don’t support. ## Overview A custom provider is a reusable, named configuration that: - Fetches data from a URL you specify (JSON API, HTML page, HTML table, or CSV) - Extracts prices (and optionally dates, currency, high/low/volume) using path expressions - Supports URL templates with variables like `{SYMBOL}`, `{CURRENCY}`, `{FROM}`, `{TO}` - Appears in the provider dropdown when editing any asset - Runs automatically during market data sync Each provider can have two sources: | Source | Purpose | Required | | --- | --- | --- | | **Latest** | Fetches the current price | Yes | | **Historical** | Fetches a date range of prices for backfilling | No | Having separate sources lets you point at different API endpoints for real-time vs. historical data — a common pattern with most data APIs. ## Supported Formats | Format | Best for | Extraction method | | --- | --- | --- | | **JSON** | REST APIs (CoinGecko, Twelve Data, etc.) | JSONPath expressions (`$.data.price`) | | **HTML** | Web pages with a single visible price | CSS selectors (`.price-value`, `#quote`) | | **HTML Table** | Pages with tabular historical data (FT.com, etc.) | Table & column index (`0:4` = first table, 5th column) | | **CSV** | APIs that return CSV downloads | Column name or index (`close`, `3`) | ## Creating a Custom Provider 1. Go to **Settings > Market Data**. 2. Click **Add Custom Provider**. 3. Fill in the provider details: - **Name** — A display name (e.g., “CoinGecko”, “FT London”). - **Code** — Auto-generated from the name. Lowercase letters, numbers, and hyphens only. Must be unique and cannot use reserved names (yahoo, finnhub, etc.). - **Description** — Optional note for your reference. ### Configuring a Source Each source (Latest / Historical) is configured in its own tab: 1. **Choose a format** — JSON, HTML, HTML Table, or CSV. 2. **Enter the URL** — Use template variables to make it dynamic (see [URL Template Variables](https://wealthfolio.app/docs/guide/custom-providers/#url-template-variables)). 3. **Set the price path** — Tells Wealthfolio where to find the price value in the response. 4. **Click “Test”** — Fetches a sample response so you can verify extraction works. 5. **Optionally configure** date path, currency path, headers, factor, and other advanced options. ### Using Templates To get started quickly, click the template dropdown and select a pre-configured provider. Templates fill in the URL, format, extraction paths, and a test symbol automatically. **Available latest templates:** | Template | Format | Description | | --- | --- | --- | | CoinGecko | JSON | Free crypto prices (use coin ID: bitcoin, ethereum…) | | ExchangeRate API | JSON | Free currency exchange rates | | FT.com | HTML | LSE ETFs & equities | | Euronext | HTML | EU funds & equities (ISIN-MIC) | | Twelve Data | JSON | Stocks, crypto, FX (requires API key) | | Borsa Italiana | HTML | Italian bonds & stocks | **Available historical templates:** | Template | Format | Description | | --- | --- | --- | | Twelve Data (JSON) | JSON | Full OHLCV time series | | Twelve Data (CSV) | CSV | Same data in CSV format | | FT.com | HTML Table | LSE historical price tables | | CoinGecko | JSON | Daily crypto price history | ### Testing Your Configuration After entering a URL and price path, click **Test** to validate the setup: - For **JSON** responses: The raw JSON is displayed with clickable numeric values. Click any value to auto-populate the price path field. - For **HTML** responses: Detected numeric elements are listed with their CSS selectors and nearby labels. - For **HTML Table** responses: All detected tables are shown with column roles auto-detected (date, close, high, low, volume). - For **CSV** responses: Parsed rows and columns are previewed. The test panel shows the **extracted price**, **date**, and **currency** so you can confirm everything looks correct before saving. ## Managing Custom Providers All your custom providers are listed in **Settings > Market Data** alongside the built-in providers. ### Enable / Disable Each provider has an **enable toggle**. Disabled providers are ignored during sync — they won’t be tried for any asset, even if set as that asset’s preferred provider. This is useful for temporarily pausing a provider without deleting its configuration. ### Priority Use the **priority slider** to control the order in which providers are tried when no preferred provider is set on an asset. Lower numbers = higher priority. Custom providers can be interleaved with built-in providers in any order you like. Note: If an asset has a **Preferred Provider** set, that always overrides the global priority order for that asset. ### Editing and Deleting - Click **Edit** to modify a provider’s sources, URL, paths, or headers. - Click **Delete** to permanently remove a provider. ⚠️ You cannot delete a provider that is still assigned to one or more assets. First change those assets’ preferred provider to something else (or “Auto”), then delete. ## URL Template Variables Use these variables in your URL — they are replaced at runtime with values from the asset being fetched: | Variable | Replaced with | Example | | --- | --- | --- | | `{SYMBOL}` | The asset’s ticker symbol | `AAPL`, `bitcoin`, `VWCE` | | `{ISIN}` | The asset’s ISIN code | `IE00BK5BQT80` | | `{CURRENCY}` | Currency hint (uppercase) | `EUR`, `USD` | | `{currency}` | Currency hint (lowercase) | `eur`, `usd` | | `{MIC}` | Exchange MIC code | `XETR`, `XAMS` | | `{TODAY}` | Current date (YYYY-MM-DD) | `2026-03-30` | | `{FROM}` | Start of date range (YYYY-MM-DD) | `2025-01-01` | | `{TO}` | End of date range (YYYY-MM-DD) | `2026-03-30` | | `{DATE:format}` | Current date with custom format | `{DATE:%Y%m%d}` → `20260330` | **Example URL:** ```plaintext https://api.coingecko.com/api/v3/simple/price?ids={SYMBOL}&vs_currencies={currency} ``` For an asset with symbol `bitcoin` and currency `EUR`, this becomes: ```plaintext https://api.coingecko.com/api/v3/simple/price?ids=bitcoin&vs_currencies=eur ``` ## Extraction Paths ### JSON — JSONPath Use [JSONPath](https://goessner.net/articles/JsonPath/) expressions to extract values from JSON responses. **Single value (latest price):** ```plaintext $.bitcoin.eur → { "bitcoin": { "eur": 62500 } } $.price → { "price": 152.30 } $.data[0].close → { "data": [{ "close": 152.30 }] } ``` **Array of values (historical):** ```plaintext $.prices[*][1] → { "prices": [[1711843200000, 62500], [1711929600000, 63100]] } $.values[*].close → { "values": [{ "close": 152 }, { "close": 153 }] } ``` Template variables work inside paths too: ```plaintext $.{SYMBOL}.{currency} → resolves to $.bitcoin.eur ``` ### HTML — CSS Selectors Use standard CSS selectors to target elements on a web page: ```plaintext .mod-tearsheet-overview__quote .mod-ui-data-list__value #header-instrument-price .summary-value strong ``` The text content of the matched element is parsed as a number. ### HTML Table — Table Coordinates Use the format `table_index:column_index` (both zero-based): ```plaintext 0:4 → First table on the page, 5th column (e.g., "Close") 0:0 → First table, 1st column (e.g., "Date") 1:2 → Second table, 3rd column ``` When testing an HTML table source, Wealthfolio auto-detects column roles (date, close, high, low, volume) based on header text — in English, German, French, Spanish, and Italian. ### CSV — Column Names or Indices Reference columns by their header name or zero-based index: ```plaintext close → Column named "close" (case-insensitive) datetime → Column named "datetime" 4 → 5th column by index ``` ## Advanced Options Each source configuration has a set of advanced options that let you handle edge cases in how data is returned by different APIs and websites. ### Authentication Headers If the API requires authentication, add custom HTTP headers as a JSON object: ```json { "Authorization": "apikey YOUR_API_KEY", "Accept": "application/json" } ``` Common header patterns: | API style | Header example | | --- | --- | | API key in header | `{"Authorization": "apikey abc123"}` | | Bearer token | `{"Authorization": "Bearer abc123"}` | | Custom header | `{"X-Api-Key": "abc123"}` | | Multiple headers | `{"Authorization": "Bearer abc123", "Accept": "application/json"}` | 🔒 **Secure storage for secrets:** Prefix any sensitive value with `__SECRET__` (e.g., `__SECRET__my_api_key`) and Wealthfolio will store it in your OS keyring (macOS Keychain, Windows Credential Manager, Linux Secret Service) rather than in the database. Non-secret headers like `Accept` are stored in the database as-is. At runtime, `__SECRET__` placeholders are resolved transparently. ### Factor Multiply the extracted price by a constant number. Set this when the raw value from the API doesn’t match the unit you need: | Scenario | Factor | Why | | --- | --- | --- | | API returns pence (GBX), you need pounds (GBP) | `0.01` | 1 pence = 0.01 pounds | | API returns basis points | `0.0001` | 1 bp = 0.0001 | | API returns percentage, you need decimal | `0.01` | 5% → 0.05 | | NAV reported per 1000 units | `0.001` | Scale to per-unit | Leave empty (or `1`) to use the raw extracted value. ### Invert When enabled, the final result becomes `1 / extracted_price`. This is applied **after** the factor. Typical use case: your source provides USD/EUR (how many euros per dollar) but your asset tracks EUR/USD (how many dollars per euro). Enable **Invert** to flip the rate. ### Currency Path A path expression (JSONPath or CSS selector, depending on format) to extract the currency code from the response. If the API response includes the currency of the quoted price, point this path to it. Otherwise leave it empty — the asset’s own currency is used. ```plaintext $.currency → { "price": 152.30, "currency": "USD" } $.meta.currency → { "meta": { "currency": "EUR" }, "price": 62500 } ``` ### Locale Controls how numbers with commas and dots are interpreted: | Source value | Auto-detect result | With locale `de` | | --- | --- | --- | | `1,234.56` | 1234.56 (US format) | 1234.56 (US format) | | `1.234,56` | 1234.56 (European) | 1234.56 (European) | | `1.234` | 1.234 (ambiguous → US) | 1234 (European: dot = thousands) | Auto-detect works in most cases. Set an explicit locale (`de`, `fr`, `es`, `it`) when the source consistently uses European formatting and you want to eliminate ambiguity — especially for values without a decimal part like `1.234` which could mean either 1.234 or 1234. The parser also strips currency symbols (`$`, `€`, `£`, `¥`, `₹`, `%`, etc.) automatically before parsing. ### Date Format For historical sources, Wealthfolio needs to parse dates from the response. It auto-detects these formats: | Format | Example | Auto-detected? | | --- | --- | --- | | ISO 8601 | `2026-03-30` or `2026-03-30T12:00:00Z` | Yes | | Unix seconds | `1711843200` | Yes | | Unix milliseconds | `1711843200000` | Yes | | Day serial (Excel) | `45381` | Yes | If the API returns dates in a different format, set a custom format string using [chrono syntax](https://docs.rs/chrono/latest/chrono/format/strftime/index.html): | Date example | Format string | | --- | --- | | `30/03/2026` | `%d/%m/%Y` | | `Mar 30, 2026` | `%b %d, %Y` | | `20260330` | `%Y%m%d` | | `30-Mar-2026` | `%d-%b-%Y` | ### Date Timezone Specify a timezone when the source returns dates without timezone info and you need them interpreted in a specific zone. Uses IANA timezone names: - `Europe/Berlin` - `America/New_York` - `Asia/Tokyo` Leave empty to use UTC (the default). ### Default Price A fallback price returned when the HTTP request fails entirely (network error, timeout, server error after retry). This does **not** apply when the request succeeds but the extraction path finds no value. Useful for: - Private/internal APIs that may be intermittently unavailable - Sources behind VPNs where connectivity is unreliable - Assets with a known stable value (e.g., a money market fund at ~1.00) ### Optional OHLCV Paths For historical sources, you can extract additional market data beyond the closing price. Each uses the same path syntax as the price path for the selected format: | Field | What it captures | Path example (JSON) | | --- | --- | --- | | **High path** | Daily high price | `$.values[*].high` | | **Low path** | Daily low price | `$.values[*].low` | | **Volume path** | Trading volume | `$.values[*].volume` | These are optional — if omitted, only the closing price is stored. For **HTML Table** format, use the same `table_index:column_index` syntax: ```plaintext High path: 0:2 Low path: 0:3 Volume path: 0:5 ``` For **CSV** format, use column names: ```plaintext High path: high Low path: low Volume path: volume ``` ### All Advanced Options at a Glance | Option | Purpose | When to use | | --- | --- | --- | | **Headers** | Custom HTTP headers (auth, accept, etc.) | API requires authentication | | **Factor** | Multiply price by a constant | Price in wrong unit (pence, basis points) | | **Invert** | Compute 1/price | FX pair is inverted vs. what you need | | **Currency path** | Extract currency from response | API returns multi-currency data | | **Locale** | Force European number parsing | Source uses comma as decimal separator | | **Date format** | Custom date parsing | Non-standard date format in response | | **Date timezone** | Interpret dates in a timezone | Source has no timezone info | | **Default price** | Fallback on request failure | Unreliable or private sources | | **OHLCV paths** | Extract high, low, volume | You want full candle data | ## Configuring Market Data per Asset The **Market Data** tab on each asset lets you control exactly how prices are fetched for that specific asset. You can set a preferred provider, override the symbol sent to each provider, and switch between automatic and manual pricing. ### Preferred Provider By default, Wealthfolio uses **Auto** — it tries providers in priority order until one succeeds (see [How Provider Resolution Works](https://wealthfolio.app/docs/guide/custom-providers/#how-provider-resolution-works)). You can override this per asset: 1. Open the asset detail page and click **Edit**. 2. Go to the **Market Data** tab. 3. In the **Preferred Provider** dropdown, select a provider. The dropdown is divided into two groups: - **Built-in** — Yahoo, Alpha Vantage, Finnhub, etc. - **Custom** — Any custom providers you’ve created. When you select a provider, it becomes the **first** provider tried for this asset. If it fails, the system still falls through to other providers in priority order. ### Symbol Mapping (Overrides) Different providers often use different symbols for the same asset. For example, Shopify trades on the Toronto Stock Exchange: - Yahoo Finance expects `SHOP.TO` - Alpha Vantage expects `SHOP` - A custom CoinGecko provider expects `shopify-token` By default, Wealthfolio applies built-in rules to derive the correct symbol per provider (e.g., appending `.TO` for Yahoo when the exchange MIC is `XTSE`). When these rules don’t work, you can set explicit overrides: 1. In the **Market Data** tab, find the **Symbol Mapping** section. 2. Click **Add**. 3. Select the **Provider** and enter the **Symbol** that provider expects. 4. Add as many mappings as needed — one per provider. Each mapping tells that specific provider to use your custom symbol instead of the default. Other providers are unaffected. **Example:** An asset with ticker `VWCE` on Euronext Amsterdam (`XAMS`): | Provider | Default symbol (from rules) | Override needed? | | --- | --- | --- | | Yahoo | `VWCE.AS` (auto-derived) | No | | Custom: Euronext | `VWCE` | Yes — set to `IE00BK5BQT80-XAMS` | | Custom: FT.com | `VWCE` | Yes — set to `VWCE` | ### Automatic vs. Manual Pricing The **Automatic Updates** toggle controls whether prices sync from providers: - **On** (default): Prices are fetched automatically during each sync cycle. The Preferred Provider and Symbol Mapping settings apply. - **Off**: Automatic syncing is disabled. You enter and maintain prices manually. Existing manual quotes are preserved. ⚠️ Switching from manual back to automatic may overwrite your manually entered quotes on the next sync. ## How Provider Resolution Works When Wealthfolio needs a price for an asset, it follows a structured resolution process to determine which provider to query and what symbol to send. ### Step 1: Order Providers by Priority Providers are sorted to determine the order in which they are tried: 1. **Preferred provider** (if set on the asset) — always tried first. 2. **Custom priority** — providers you’ve reordered in Settings > Market Data. 3. **Default priority** — the provider’s built-in priority. If no preferred provider is set, the app uses the global priority order from your settings. ### Step 2: Resolve the Symbol For each provider (in order), the app resolves what symbol to send using a two-step chain: 1. **Check asset-level overrides** — If you’ve set a symbol mapping for this specific provider on this asset, use it. This is the highest precedence. 2. **Apply built-in rules** — If no override exists, derive the symbol using rules based on the asset type and exchange: - **Equities**: Ticker + exchange suffix (e.g., `SHOP` on `XTSE` → `SHOP.TO` for Yahoo) - **Crypto**: Provider-specific format (e.g., `BTC-USD` for Yahoo, `bitcoin` for CoinGecko) - **FX pairs**: Provider-specific format (e.g., `EURUSD=X` for Yahoo) - **Bonds**: ISIN code directly - **Custom providers**: Use the asset’s ticker (or symbol override) as-is, inserted into the URL template via `{SYMBOL}` ### Step 3: Fetch with Fallback The app tries each provider in order: 1. Resolve the symbol for this provider. 2. Fetch the quote. 3. **If successful** — store the quote and stop. 4. **If failed** — classify the error: - _Auth/not found (401, 403, 404)_ — stop immediately, don’t try other providers for this error type. - _Rate limited or server error (429, 5xx)_ — mark provider as temporarily unreliable, try the next provider. - _Network/timeout_ — try the next provider. 5. If all providers fail, the asset has no price for this sync cycle. ### How Custom Providers Fit In Custom providers participate in this same resolution chain. When an asset’s preferred provider is set to a custom provider: 1. The app routes the request to the single internal `CUSTOM_SCRAPER` engine. 2. The engine looks up the provider configuration by its code (e.g., `coingecko`). 3. It resolves the symbol: first checking for a symbol override keyed as `CUSTOM:coingecko`, then falling back to the asset’s default ticker. 4. It expands the URL template, fetches the response, and extracts the price. This means you can have multiple custom providers (CoinGecko, FT.com, Euronext) and assign different ones to different assets — they all use the same underlying engine but with different configurations. ### Resolution Example Consider an asset: **VWCE** (Vanguard FTSE All-World ETF) on Euronext Amsterdam. | Setting | Value | | --- | --- | | Ticker | `VWCE` | | Exchange (MIC) | `XAMS` | | Preferred provider | Custom: Euronext | | Symbol mapping | `CUSTOM:euronext` → `IE00BK5BQT80-XAMS` | **Resolution:** 1. **Preferred provider: Euronext (custom)** — tried first - Symbol override found: `IE00BK5BQT80-XAMS` - URL: `https://live.euronext.com/en/ajax/getDetailedQuote/IE00BK5BQT80-XAMS` - Fetches successfully → done. 2. **If Euronext fails → Yahoo (next in priority)** - No override → built-in rules: `VWCE` + `XAMS` suffix → `VWCE.AS` - Fetches from Yahoo with `VWCE.AS` 3. **If Yahoo fails → Alpha Vantage (next)** - No override → built-in rules: `VWCE` - And so on… ## Examples ### Example 1: CoinGecko (Crypto) Fetch crypto prices using CoinGecko’s free API. **Latest source:** - Format: JSON - URL: `https://api.coingecko.com/api/v3/simple/price?ids={SYMBOL}&vs_currencies={currency}` - Price path: `$.{SYMBOL}.{currency}` **Historical source:** - Format: JSON - URL: `https://api.coingecko.com/api/v3/coins/{SYMBOL}/market_chart?vs_currency={currency}&days=365&interval=daily` - Price path: `$.prices[*][1]` - Date path: `$.prices[*][0]` **Asset setup:** Set the asset’s symbol override to the CoinGecko coin ID (e.g., `bitcoin`, `ethereum`, `solana`). * * * ### Example 2: FT.com (LSE ETFs) Scrape latest prices from the Financial Times website and historical data from their table page. **Latest source:** - Format: HTML - URL: `https://markets.ft.com/data/etfs/tearsheet/summary?s={SYMBOL}:LSE:GBX` - Price path: `.mod-tearsheet-overview__quote .mod-ui-data-list__value` **Historical source:** - Format: HTML Table - URL: `https://markets.ft.com/data/etfs/tearsheet/historical?s={SYMBOL}:LSE:GBX` - Price path: `0:4` (Close column) - Date path: `0:0` (Date column) - High path: `0:2` - Low path: `0:3` * * * ### Example 3: Twelve Data (Stocks with API Key) Use Twelve Data’s API for stocks, crypto, and FX with your API key. **Latest source:** - Format: JSON - URL: `https://api.twelvedata.com/price?symbol={SYMBOL}` - Price path: `$.price` - Headers: `{"Authorization": "apikey YOUR_API_KEY"}` **Historical source:** - Format: JSON - URL: `https://api.twelvedata.com/time_series?symbol={SYMBOL}&interval=1day&start_date={FROM}&end_date={TO}&format=JSON` - Price path: `$.values[*].close` - Date path: `$.values[*].datetime` - High/Low/Volume paths: `$.values[*].high`, `$.values[*].low`, `$.values[*].volume` - Headers: `{"Authorization": "apikey YOUR_API_KEY"}` * * * ### Example 4: Euronext (EU Funds) Scrape fund prices from the Euronext live data endpoint. **Latest source:** - Format: HTML - URL: `https://live.euronext.com/en/ajax/getDetailedQuote/{SYMBOL}` - Price path: `#header-instrument-price` **Asset setup:** Set the asset’s symbol override to the ISIN-MIC format (e.g., `NL0015000GU4-XAMS`). * * * ### Example 5: ExchangeRate API (Currency Rates) Fetch free currency exchange rates. **Latest source:** - Format: JSON - URL: `https://open.er-api.com/v6/latest/{SYMBOL}` - Price path: `$.rates.EUR` **Asset setup:** Set the asset’s symbol to the base currency code (e.g., `USD`). Adjust the price path to your target currency. ## Recipe Gallery Real-world configurations the community has shared. Each is a starting point; adapt to your needs. ### Precious metals (spot price via Yahoo) Track physical gold, silver, etc. via Yahoo’s commodity futures symbols. - Format: JSON - URL: `https://query1.finance.yahoo.com/v8/finance/chart/{SYMBOL}` - Price path: `$.chart.result[0].meta.regularMarketPrice` - Asset symbols: `GC=F` (gold), `SI=F` (silver), `PL=F` (platinum), `PA=F` (palladium). - Currency: USD per troy ounce. ### Argentinian CEDEARs (underlying + FX) CEDEARs are receipts for foreign stocks priced in ARS. Track the underlying in USD via Yahoo and apply your ARS/USD exchange rate via Wealthfolio’s FX settings. - Format: JSON - URL: `https://query1.finance.yahoo.com/v8/finance/chart/{SYMBOL}` - Price path: `$.chart.result[0].meta.regularMarketPrice` - Asset symbol: the underlying ticker (e.g. `AAPL`). Set the asset’s CEDEAR ratio in notes for your own reference. - Currency: USD on the asset; Wealthfolio converts to your ARS base. ### Central bank reference rates (ECB) Daily ECB reference rates for EUR pairs. - Format: HTML Table - URL: `https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/{SYMBOL}.xml.en.html` - Asset symbol: the target currency code (e.g. `USD`). - Table index: 0 - Column index: 1 (the rate column) ### UK mutual funds (FT.com scraping) Many UK OEICs / unit trusts don’t have Yahoo tickers. The Financial Times publishes them publicly. - Format: HTML - URL: `https://markets.ft.com/data/funds/tearsheet/summary?s={SYMBOL}` - Price selector: `.mod-ui-data-list__value` (first match; inspect with DevTools to confirm the exact selector for your fund’s page) - Asset symbol: the fund’s ISIN. - Currency: GBP (typically). ### CoinGecko (crypto with full history) Built-in crypto coverage is fine for top symbols, but CoinGecko has long historical ranges that other providers don’t. - Format: JSON (Latest) - URL: `https://api.coingecko.com/api/v3/simple/price?ids={SYMBOL}&vs_currencies=usd` - Price path: `$.{SYMBOL}.usd` - Asset symbol: CoinGecko’s coin ID (`bitcoin`, `ethereum`, etc.). - Format: JSON (Historical) - URL: `https://api.coingecko.com/api/v3/coins/{SYMBOL}/market_chart?vs_currency={currency}&days=max&interval=daily` - Path: `$.prices[*]` (returns `[timestamp_ms, price]` arrays). ### Local / self-hosted scraper Run your own scraping endpoint (Node, Python, whatever) and point Wealthfolio at it. A reverse proxy in front of the endpoint is the most robust setup (Wealthfolio resolves a hostname instead of a hardcoded LAN IP, and your TLS terminates there). - Format: JSON - URL: `https://internal.example.com/price?symbol={SYMBOL}` (behind your proxy) or `http://192.168.1.50:8080/price?symbol={SYMBOL}` if you’re using a direct LAN IP. - Price path: whatever your endpoint returns (e.g. `$.price`). * * * ## Limitations - **No JavaScript execution** — Pages that require JavaScript to load content (SPAs, dynamic widgets) are not supported. The scraper fetches raw HTML only. - **No XPath** — HTML extraction uses CSS selectors, not XPath. - **No XML/RSS** — Only JSON, HTML, HTML table, and CSV formats are supported. - **No GraphQL** — Only REST-style HTTP GET/POST endpoints are supported. - **Global sync interval** — Custom providers run on the same sync schedule as built-in providers. Per-provider intervals are not supported. - **Rate limiting + circuit breaker** — A built-in rate limiter caps requests per minute and a circuit breaker backs off after repeated failures. Custom providers run at 30 requests/min with a 500ms minimum delay and at most 2 concurrent requests. - **HTTP timeouts** — Requests have a finite timeout. Long-running endpoints will fail rather than block the sync queue. ## Troubleshooting **“No price extracted” after testing** - Verify the URL returns data by opening it in a browser. - For JSON: Check that your JSONPath matches the response structure. Use the clickable values in the test preview to auto-populate the correct path. - For HTML: The CSS selector may not match. Use browser DevTools to inspect the element and copy its selector. - For HTML Table: Verify the table and column indices. The test preview shows all detected tables. **Provider not appearing in asset dropdown** - Make sure the provider is **enabled** in Settings > Market Data. - Confirm it was saved successfully (check for validation errors). **Prices not updating during sync** - The asset must have its **Preferred Provider** set to your custom provider. - Check that “Automatic Updates” is enabled on the asset’s Market Data tab. - If only a “Latest” source is configured, only the current price is fetched each sync — historical backfill requires a “Historical” source. **Authentication errors (401/403)** - Double-check your API key in the headers JSON. - Some APIs require specific header formats (e.g., `Bearer TOKEN` vs. `apikey TOKEN`). **European number formats not parsed correctly** - If the source returns numbers like `1.234,56`, set the **Locale** to `de`, `fr`, `es`, or `it` to force European decimal parsing. * * * --- # Portfolio Dashboards | Wealthfolio Source: https://wealthfolio.app/docs/guide/dashboards/ # Portfolio Dashboards A tour of the home dashboard. What every card means and how to read it. * * * Last updated September 8, 2026 The home dashboard is the at-a-glance view of your portfolio. This page walks through each card so you know what you’re looking at, and where to dig in. ![The home dashboard: total portfolio value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![The home dashboard: total portfolio value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) The home dashboard: total portfolio value, accounts, and top holdings * * * ## 1 · The cards ### Total Portfolio Value The headline number. Sums **all** accounts converted to your base currency at today’s FX rate. Click the eye icon to hide the value (handy for screenshots). Below the headline: - **Day change:** today’s mark-to-market change vs. yesterday’s close. - **All-time change:** cumulative change from your earliest activity. Hover the change percentages for a tooltip explaining the metric (TWR vs. MWR; see [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/)). ### Accounts Summary One row per account, with current value and the day’s change. Click any row to drill into that account’s holdings and activities. Account groups (if you’ve set any up) roll up underneath their group name. Handy for “Spouse RRSP”, “Joint Taxable”, etc. ### Top Holdings The top 5–10 positions by current market value, with allocation percentage. Click any row to open the asset detail page (lots, price history, dividends). To see every position, use the **Holdings** page from the sidebar. ### Holdings page The full position list, with a few controls worth knowing: - **Open / Closed** — the view control before the search box. **Open** is the default and shows what you currently hold. **Closed** shows disposed positions with cost basis, sale proceeds, realized P&L, and realized return in place of the market-value columns (option expiries included). A closed position stays separate from an open one in the same asset, even when a long and a short net to zero. - **Type filter** — stocks, ETFs, bonds, and **cash**, which carries its own portfolio weight on desktop and mobile. - **Quantity labels** follow the instrument: _shares_ for stocks, _units_ for ETFs and mutual funds, _bonds_ for debt securities, _contracts_ for options. - **Search** matches instrument name in both views, and sorting is preserved when you switch to a view that doesn’t have the column you sorted by. The **Insights** tab on the same page gives the sector / region / currency cuts. The mobile app carries the same controls. See the [Mobile guide](https://wealthfolio.app/docs/guide/mobile/). ### Asset Allocation A donut chart broken down by asset class (Equity, Fixed Income, Cash, Crypto, Alternative). Hover any slice for the dollar value and percentage. ![Asset allocation with class, region, and sector breakdowns](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview.png) ![Asset allocation with class, region, and sector breakdowns](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview-dark.png) Asset allocation with class, region, and sector breakdowns Drill further on the **Holdings → Insights** tab for sector / region / currency cuts. ### Net Worth Chart Historical net worth over time, with toggleable account inclusion. Useful for spotting trends and the impact of major contributions. The chart respects the **date range selector** in the top right. Switch between 1M, 3M, YTD, 1Y, 5Y, ALL to zoom. ### Net Worth dashboard Switch to the **Net Worth** tab at the top of the home view for your full financial picture — not just investments, but property, vehicles, collectibles, precious metals, cash, and liabilities. Refreshed in 3.5, it adds: - A richer **breakdown** of assets and liabilities, with expandable hierarchical categories and tap-to-expand detail drawers (mortgages net against the property they finance). - **Velocity** and **Momentum** cards — how quickly your net worth is accelerating over the trailing year, and this period versus the equal window just before it. - A **stale-valuation** warning for any asset you haven’t updated in 90+ days, with a direct link to fix it. ![The Net Worth dashboard: breakdown of assets and liabilities, velocity, and momentum](https://assets.wealthfolio.app/images/screenshots/networth/dashboard.png) ![The Net Worth dashboard: breakdown of assets and liabilities, velocity, and momentum](https://assets.wealthfolio.app/images/screenshots/networth/dashboard-dark.png) The Net Worth dashboard: breakdown of assets and liabilities, velocity, and momentum ### Spending New in 3.5: track day-to-day cash flow alongside your investments. Categorize transactions, build budgets, and read narrative spending insights. See the [Spending & Budgets](https://wealthfolio.app/docs/guide/spending-budgets/) guide. ### Goal Progress If you’ve configured savings goals or a retirement target ([Goals](https://wealthfolio.app/docs/guide/goals/) / [Retirement Planning](https://wealthfolio.app/docs/guide/retirement-planning/)), this card shows progress relative to the deadline: - 🟢 **On track:** projected to meet the goal on time. - 🟡 **At risk:** projection is tight; small adjustments needed. - 🔴 **Off track:** current pace won’t meet the deadline. ### Income Dashboard Tucked into the **Income** page from the sidebar: dividend and interest income by period, with breakdowns by account and asset. ![The Income dashboard: dividends and interest over time](https://assets.wealthfolio.app/images/screenshots/income/summary.png) ![The Income dashboard: dividends and interest over time](https://assets.wealthfolio.app/images/screenshots/income/summary-dark.png) The Income dashboard: dividends and interest over time * * * ## 2 · Reading the performance numbers The ”%” on the dashboard and account rows is **MWR** (money-weighted return) by default. It captures the impact of your timing decisions. The total portfolio also shows TWR when you drill into **Performance**. If you’ve never thought about TWR vs. MWR, the [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/) concept doc explains both with worked examples. * * * ## 3 · Date range and base currency - **Date range** (top-right of the dashboard) controls all the charts and change percentages. - **Base currency** (Settings → Preferences) controls what currency every total is converted to. Changing it doesn’t move any data; only the display conversion. * * * ## 4 · When numbers look off Start with the [Health Center](https://wealthfolio.app/docs/guide/health-center/). It flags negative cash, stale quotes, and suspect spikes that often explain “why did this jump.” If you can’t find the cause, the [FAQ](https://wealthfolio.app/docs/faq/#performance-metrics) walks through the common “why does my number look wrong” cases. * * * --- # Export & Backup | Wealthfolio Source: https://wealthfolio.app/docs/guide/data-export/ # Export & Backup Export your data to CSV, JSON, or a full SQLite database for backup, migration, or analysis in another tool. * * * Last updated September 8, 2026 Your Wealthfolio data is yours. You can export it in three formats depending on what you need to do. * * * ## 1 · Run an export 1. **Settings → Exports**. 2. Pick your **format** (CSV, JSON, or Full database). 3. Pick **what** to export (Accounts, Activities, Holdings, Goals, Portfolio History). 4. Pick the destination folder. 5. **Export.** ![Wealthfolio Exports](https://assets.wealthfolio.app/images/docs/export.webp)![Wealthfolio Exports](https://assets.wealthfolio.app/images/docs/export-dark.webp) * * * ## 2 · Pick the right format | Format | When to use | | --- | --- | | **CSV** | Loading into a spreadsheet, sharing one table with someone, importing into another tool. | | **JSON** | Programmatic processing, scripts, custom dashboards. Preserves nested structures CSV flattens out. | | **Full database** | Complete backup or migration to a new machine. One SQLite file containing every table and every row. | For a **backup before a big change** (a major version upgrade, a bulk delete, a tax-time checkpoint) → use **Full database**. It’s the only format that round-trips losslessly. * * * ## 3 · Round-trip restore To restore from a full-database export: 1. Close Wealthfolio. 2. Locate your data directory: - **macOS:** `~/Library/Application Support/com.teymz.wealthfolio/` - **Windows:** `%APPDATA%\com.teymz.wealthfolio\` - **Linux:** `~/.local/share/com.teymz.wealthfolio/` 3. Move the existing `app.db` aside (rename it; don’t delete it until you’ve verified the restore). 4. Copy your exported database into the same location, renaming it to `app.db`. 5. Reopen Wealthfolio. Self-hosted: stop the container, replace the database file at the path set by `WF_DB_PATH` (default `./db/app.db`; see [Configuration](https://wealthfolio.app/docs/guide/self-hosting/configuration/#wf_db_path)), start the container. CSV / JSON exports don’t round-trip to a full database. They’re for partial reuse, not full restoration. * * * ## 4 · Where the database file lives if you’d rather copy it You don’t have to use the export feature to back up. You can copy the SQLite file directly. Same paths as above. Stop the app first (or use SQLite’s online backup mechanism via the CLI if you need a hot copy). * * * ## 5 · Scheduled exports? There’s no built-in scheduler today; exports are manual. If you need automated backups: - **Self-hosted:** snapshot the data volume with your container/host’s backup tool (e.g. `restic`, `borg`, Proxmox snapshots, Unraid backup plugins). - **Desktop:** include the Wealthfolio data directory in your normal backup tool (Time Machine, Windows File History, Restic). Both approaches give you point-in-time recovery without trusting any cloud, and they keep working even if Wealthfolio’s export UI changes. * * * * * * --- # Goals & Save-Up Planner | Wealthfolio Source: https://wealthfolio.app/docs/guide/goals/ # Goals & Save-Up Planner Set savings targets, fund them from your accounts, and project when you'll get there. * * * Last updated September 8, 2026 The Goals feature turns Wealthfolio into a planning tool: pick a goal, link the accounts that fund it, and the app projects your progress and tells you whether you’re on track. > Looking for the retirement planner or FIRE calculator? See [Retirement Planning](https://wealthfolio.app/docs/guide/retirement-planning/). For tax-advantaged contribution caps (RRSP, TFSA, IRA, 401(k)…), see [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/). ## The Goals Dashboard Open `Goals` from the sidebar to see every goal at a glance. The dashboard summarises: - **Saved** — total current value across all active goals. - **Target** — sum of every goal’s target amount. - **Overall** — combined progress percentage. - **On track** — number of goals projected to hit their target. Each goal is shown as a card with a cover image, a title, the target date and time remaining, the current saved amount, the remaining amount, and a colour-coded progress bar: - **Green** — On track (projected to reach the target). - **Amber** — At risk (projected between 90 % and 100 % of the target). - **Red** — Off track (projected below 90 % of the target). - **Grey** — Not applicable (no target or no target date). Archived goals are collapsed under the **Archived (n)** toggle so the dashboard stays focused on what’s still active. ## Creating a Goal Click **\+ New Goal**. Six templates are available: | Template | Default target | Notes | | --- | --- | --- | | Retirement | — | Opens the [retirement planner](https://wealthfolio.app/docs/guide/retirement-planning/). One per portfolio. | | Education | 50,000 | Save-up goal. | | Home Purchase | 100,000 | Save-up goal. | | Car Purchase | 40,000 | Save-up goal. | | Wedding | 30,000 | Save-up goal. | | Savings Goal | 10,000 | Generic save-up goal. | For non-retirement goals, the wizard asks for: 1. **Title** (required). 2. **Description** (optional). 3. **Target amount** in your base currency. 4. **Target date**. Retirement goals have their own setup flow — see the [Retirement Planning](https://wealthfolio.app/docs/guide/retirement-planning/) guide. ## Funding a Goal Goals don’t hold money themselves — they reference your real accounts. In the goal’s **Funding** section, allocate a percentage of each account to the goal: - A single account can fund **multiple goals** as long as the combined share across all _active_ goals stays at or under **100 %**. - Eligible account types are **investment / securities**, **cash**, and **cryptocurrency** accounts. - Accounts that already feed a Defined-Contribution income stream in a retirement plan cannot also be linked as a generic funding source for that goal — the income stream already accounts for them. The current value of each goal is the share-weighted sum of the linked account balances, recomputed automatically when balances change. ## Goal Lifecycle A goal can be in one of three states: - **Active** — counts toward the dashboard totals and progress. - **Completed** — keeps the goal in the dashboard but marks it done. - **Archived** — hides the goal from the active list (still recoverable). Use the **⋮** menu on the goal detail page to edit the title, description, or status, or to delete the goal entirely. ## The Save-Up Calculator Every non-retirement goal opens into a Save-Up workspace with a hero card, a projection chart, and a milestones panel. ### Inputs The sidebar lets you tune four levers: | Lever | Unit | Default | Range | | --- | --- | --- | --- | | Target amount | base currency | template default | 0 – 1,000,000,000,000 | | Target date | calendar date | — | within 100 years | | Monthly contribution | base currency | 0 | 0 – 1,000,000,000 | | Expected annual return | percent | 5 % | \-20 % – 50 % | The **current value** is read-only — it comes from the funding allocation. ### Outputs The calculator returns: - **Progress** — current value ÷ target, capped at 100 %. - **Health status** — `on_track`, `at_risk`, or `off_track`. - **Projected value at target date** — what you’ll likely have on the target date if you keep contributing. - **Required monthly contribution** — what you’d need to deposit each month to reach the target on time. - **Projected completion date** — the first month your balance is expected to reach the target. - **Trajectory** — month-by-month projection in three scenarios: _pessimistic_ (return − 2 %), _nominal_ (your input), and _optimistic_ (return + 2 %), drawn against the target line. Milestones (25 %, 50 %, 75 %, 100 %) show when each step is expected to be hit under the nominal scenario. ### How the projection works The save-up engine runs a deterministic month-by-month simulation: 1. The current balance is grown daily at `annual_return ÷ 365`. 2. Your monthly contribution is added at the end of each calendar month. 3. The simulation runs forward to the target date (or up to 100 years for the completion-date search). 4. The required monthly contribution is solved by bisection (50 iterations) and rounded up to the nearest whole unit, so it is always the _minimum_ deposit that hits the target by the target date. ### Assumptions and limitations The save-up calculator deliberately keeps the model simple. It does **not** account for: - **Volatility** — returns are treated as a constant rate, not a distribution. The optimistic / pessimistic bands are a fixed ±2 % spread, not statistical confidence intervals. - **Inflation** — every figure is nominal. If you want today’s-money equivalence, lower your expected return by your assumed inflation rate. - **Taxes and fees** — the model assumes a net-of-everything return. Use a return that already nets out fees and tax drag. - **Irregular contributions** — only a single recurring monthly amount is supported. - **Account-level returns** — the same expected return is applied to the whole goal balance regardless of how the underlying accounts are actually invested. For more sophisticated retirement modelling — Monte Carlo runs, glide paths, tax buckets, multiple income streams — use the [retirement planner](https://wealthfolio.app/docs/guide/retirement-planning/) instead. * * * --- # Health Center | Wealthfolio Source: https://wealthfolio.app/docs/guide/health-center/ # Health Center Find and fix portfolio data issues in Wealthfolio — orphan activities, negative balances, stale prices and FX rates, missing classifications — in one click. * * * Last updated September 8, 2026 The Health Center is the place to start when something looks off — a number doesn’t add up, a holding shows a strange spike, an account has negative cash. It runs a series of checks against your portfolio across six categories and proposes fixes for whatever it finds. ![The Health Center flags data-quality issues; here, everything checks out](https://assets.wealthfolio.app/images/screenshots/app/health.png)![The Health Center flags data-quality issues; here, everything checks out](https://assets.wealthfolio.app/images/screenshots/app/health-dark.png) The Health Center flags data-quality issues; here, everything checks out * * * ## 1 · What gets checked Findings are grouped into severity tiers (`Info`, `Warning`, `Error`, `Critical`) and six categories: ### Data consistency Things that don’t add up internally. - **Orphan activity → account** — an activity references an account that no longer exists. - **Orphan activity → asset** — an activity references an asset that no longer exists. - **Negative position** — a holding shows a negative quantity (you’ve sold more shares than you bought; usually means a missing BUY or TRANSFER\_IN). - **Negative cash balance** — cash on an account has gone below zero. Usually means a BUY ran without a matching DEPOSIT or TRANSFER\_IN. - **Negative account balance** — the account’s total balance is negative, often a symptom of the issues above. - **Legacy classification** — an asset is still using the pre-v2 classification scheme and should be migrated. ### Quote sync - **Quote sync errors** — a market-data provider returned an error for one or more assets on the last refresh. Triggers the **Retry Sync** auto-fix. ### Price staleness - **Stale price (warning)** — last quote is more than 24 hours old (configurable). - **Stale price (critical)** — last quote is more than 72 hours old (configurable). Both trigger the **Sync Prices** auto-fix for the affected assets. ### FX integrity - **Missing FX rate** — an activity in a non-base currency has no exchange rate for its date. - **Stale FX rate (warning)** — last FX point for a currency pair is more than 24 hours old. - **Stale FX rate (critical)** — last FX point is more than 72 hours old. All three trigger the **Fetch Exchange Rates** auto-fix. ### Classifications - **Missing classification** — an asset has no sector / region / asset-class classification, so it doesn’t show up in allocation breakdowns. - **Legacy classification** — covered above; surfaces the **Migrate Classifications** auto-fix per-asset, plus a **Start Migration** action that processes all legacy classifications at once. ### Account configuration - **Uninitialized tracking mode** — the account hasn’t been set to Holdings or Transactions mode yet. Affects how performance is computed. - **Missing timezone** — needed for daily-close performance math. - **Invalid timezone** — the configured timezone string isn’t recognized. - **Timezone mismatch** — the account’s timezone differs from the portfolio default in a way worth confirming. * * * ## 2 · Running checks Open **Settings → Health Center** (or **Tools → Health Center** from the menu on mobile). Checks run on demand; click **Run all checks** or pick a category. Each finding shows: - A description of what’s wrong. - The affected account, asset, or activity (with a **View** link to jump to it). - A **Fix** button when an auto-fix is available. - A **Dismiss** button to acknowledge expected findings. Dismissals are tied to the data’s current hash, so the issue re-surfaces automatically if the underlying data changes. * * * ## 3 · Auto-fixes The auto-fix actions Wealthfolio knows how to execute: | Action ID | Label | What it does | | --- | --- | --- | | `sync_prices` | Sync Prices | Re-fetches the latest quotes for the affected assets. | | `fetch_fx` | Fetch Exchange Rates | Pulls missing or stale FX rates for the affected currency pairs. | | `retry_sync` | Retry Sync | Retries the last failed market-data sync for the affected assets. | | `migrate_classifications` | Migrate Classifications | Upgrades legacy asset classifications for the listed assets. | | `migrate_legacy_classifications` | Start Migration | Kicks off a portfolio-wide migration of legacy classifications. | If an issue doesn’t have an auto-fix, it still includes a **Navigate** action that takes you to the right page to fix it manually (e.g. an asset detail page for a missing classification, or the Activities page filtered to a specific account for orphan activities). * * * ## 4 · Configuring thresholds The default thresholds are tuned for typical use: | Setting | Default | | --- | --- | | Stale price → Warning | 24h | | Stale price → Critical | 72h | | Stale FX → Warning | 24h | | Stale FX → Critical | 72h | | Market-value escalation | 30% | | Classification warn → error | 5% of portfolio MV | These live in the Health Center configuration and can be adjusted if your portfolio needs different sensitivity. * * * ## 5 · When to run it Good moments to open the Health Center: - After a big CSV import — catches mapping mistakes early. - When a metric on the dashboard looks wrong. - After upgrading to a new major version — schema changes occasionally surface pre-existing data quirks. - Periodically if you have many accounts — even a few stale quotes or missing FX points can throw off totals. * * * ## 6 · What it doesn’t do The Health Center checks **internal consistency** — does the data Wealthfolio has add up? It can’t: - Validate against your broker. If your broker shipped wrong data, the Health Center won’t know. Compare against a brokerage statement. - Predict the future. A stale-quote check tells you the price is old, not what the right price is. - Fix classification meaning. It can migrate legacy classifications and flag missing ones, but it doesn’t decide that AAPL belongs to the Technology sector — you do. * * * **Next step:** If the Health Center keeps flagging the same issue and you can’t tell what’s causing it, post in [Discord](https://discord.gg/WDMCY6aPWK) with a screenshot of the finding. * * * --- # Wealthfolio User Guide Source: https://wealthfolio.app/docs/guide/ # Wealthfolio User Guide Comprehensive guide on using Wealthfolio to track and manage your investments. * * * Last updated September 8, 2026 This guide will walk you through the main features of Wealthfolio and how to use them effectively. ## Initial Setup ### Set Your Main Currency 1. Go to the settings/General tab. 2. Choose your preferred currency from the list provided. 3. Confirm your selection. ### Add Your Accounts 1. Go to **Settings → Accounts** and click **Add account**. 2. Fill out the form — **Account Name**, **Account Group** (optional), **Account Type** (Securities, Cash, Credit Card, or Crypto), **Currency**, and **Tracking Mode** (Transactions or Holdings). 3. Click **Save**, and repeat for each account. See [Accounts & Portfolios](https://wealthfolio.app/docs/guide/accounts/) for the full field reference and account status (Active / Hidden / Archived). ## Managing Activities Activities in Wealthfolio represent all your financial transactions, including buys, sells, dividends, deposits, withdrawals, and more. Properly managing these activities is crucial for accurate portfolio tracking. ### Supported Activities Wealthfolio supports the following activity types to track your investments and their impact on your portfolio: | Activity Type | Description | Impact | | --- | --- | --- | | BUY | Purchase securities or other assets. | Decreases cash, increases holdings | | SELL | Sell securities or other assets. | Increases cash, decreases holdings | | DIVIDEND | Record dividend payments received from investments. | Increases cash | | INTEREST | Track interest income earned, typically from cash balances or fixed-income securities. | Increases cash | | DEPOSIT | Add funds to an account from an external source. | Increases cash | | WITHDRAWAL | Remove funds from an account to an external source. | Decreases cash | | TRANSFER\_IN | Transfer cash or assets into this account. Internal: paired with TRANSFER\_OUT from another Wealthfolio account, cost basis preserved. External (External flag): seeds an opening balance, gift, inheritance, or RSU at the cost basis you provide. | If cash: Increases cash. If assets: Increases holdings; cash may decrease by transaction fee. | | TRANSFER\_OUT | Transfer cash or assets out of this account. Internal: cost basis exported to the destination Wealthfolio account. External (External flag): assets leave Wealthfolio (write-off, crypto sent to untracked wallet); lots closed via FIFO with no realised gain. | If cash: Decreases cash. If assets: Decreases holdings; cash may decrease by transaction fee. | | FEE | Record account-related fees or transaction charges not included in a buy/sell activity. | Decreases cash | | TAX | Record tax payments related to investment activities (e.g., withholding tax on dividends, capital gains tax paid). | Decreases cash | | SPLIT | Record stock splits or reverse splits. Adjusts the quantity and per-share cost basis of a holding. | Adjusts holdings (quantity and cost per share); no direct impact on cash or total value. | ### Supported Securities Wealthfolio uses Universal Symbol objects, which can be identified by either a ticker or a Universal Symbol ID. When you input a ticker, the system returns the first matching result. We primarily adhere to the Yahoo Finance ticker format for consistency and accuracy. Here are some examples to illustrate the ticker format: - For stocks traded on the Toronto Stock Exchange (TSX), append `.TO` to the ticker. For instance, `RY.TO` for Royal Bank of Canada. - For stocks traded on the London Stock Exchange (LSE), use `.L` at the end. For example, `HSBA.L` for HSBC Holdings. - Stocks traded on NASDAQ or NYSE typically don’t require a suffix. For example, `AAPL` for Apple Inc. To ensure the most accurate results, always use the ticker with the appropriate suffix for the exchange where the security is traded. For comprehensive information about market coverage and potential data delays, please consult the Yahoo Finance Market Coverage documentation. ### Adding Activities Manually This method is ideal for entering one-off trades or transactions as they occur. 1. Click on “Activities” in the main sidebar of the app. 2. Click “Add Activity” to record a new transaction. 3. Fill out the activity form: - Select the account from the dropdown menu. - Choose the activity type (`BUY`, `SELL`, `DIVIDEND`, `INTEREST`, `DEPOSIT`, `WITHDRAWAL`, `TRANSFER_IN`, `TRANSFER_OUT`, `CONVERSION_IN`, `CONVERSION_OUT`, `FEE`, `TAX`). - Set the transaction date and time. - Enter the symbol of the security (if applicable). - Input the quantity (number of shares or units). - Enter the unit price. - Select the currency. - Add any fees associated with the transaction. 4. Review the entered information and click “Add Activity” to save, or “Cancel” to discard. #### CSV Import Wealthfolio provides a flexible CSV import feature that allows you to easily map your data fields and save mappings for future use: 1. Ensure your CSV file includes column headers in the first row. 2. Click on the “Import CSV” option 3. Drop your CSV file or click to select it 4. The import wizard will guide you through mapping your CSV columns: - Match your CSV columns to Wealthfolio fields (date, symbol, quantity, etc.) - Map your activity types to Wealthfolio’s supported types (BUY, SELL, DIVIDEND, etc.) - Map any non standard ticker symbol to ensure they match Yahoo Finance format. 5. Review the mapped data preview, errors, and make any necessary adjustments. 6. Save the mapping for this account to streamline future imports 7. Confirm the import if everything looks correct Your column mappings will be saved for the selected account, making future imports faster and more consistent. ![CSV import Mapping](https://assets.wealthfolio.app/images/docs/csv-mapping.webp)![CSV import Mapping](https://assets.wealthfolio.app/images/docs/csv-mapping-dark.webp) The application will also check the ticker symbols and notify you of any errors. You can filter the error and view the details by clicking on the error icon. ![CSV import errors](https://assets.wealthfolio.app/images/docs/import.webp)![CSV import errors](https://assets.wealthfolio.app/images/docs/import-dark.webp) Here is an example of default CSV format: ```plaintext date,symbol,quantity,activityType,unitPrice,currency,fee 2024-03-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0 2024-02-15T15:02:36.329Z,MSFT,30,BUY,368.6046511627907,USD,0 2024-06-05T09:15:22.456Z,$CASH-USD,1,INTEREST,180.5,USD,0 2024-04-02T11:20:15.321Z,$CASH-USD,1,WITHDRAWAL,1000,USD,0 2024-05-18T13:45:30.789Z,AAPL,5,SELL,210.75,USD,0 2024-01-07T09:10:20.987Z,MSFT,30,BUY,360.75,USD,9.99 2024-01-23T11:40:50.456Z,AMZN,15,BUY,170.00,CAD,9.99 2024-01-18T13:55:05.789Z,AAPL,1,DIVIDEND,50.25,USD,9.99 2024-01-11T15:10:20.321Z,AAPL,10,BUY,189.60,USD,9.99 2023-02-12T16:25:35.654Z,TSLA,20,BUY,212.50,USD,9.99 2023-01-15T12:10:20.456Z,SHOP,25,BUY,61.23,USD,9.99 2023-01-18T15:55:05.654Z,NVDA,12,BUY,52.40,USD,9.99 2023-03-11T14:55:30.863Z,$CASH-USD,100000,DEPOSIT,1,USD,0 ``` ## Dashboards Overview The dashboards provides a quick snapshot of your portfolio: **Total portfolio value and accounts breakdown** ![Wealthfolio Dashboard](https://assets.wealthfolio.app/images/landing/wf-home.webp)![Wealthfolio Dashboard](https://assets.wealthfolio.app/images/landing/wf-home-dark.webp) **Asset allocation** ![Wealthfolio Holdings](https://assets.wealthfolio.app/images/landing/holdings-charts.webp)![Wealthfolio Holdings](https://assets.wealthfolio.app/images/landing/holdings-charts-dark.webp) **Income Dashboard** ![Wealthfolio Income](https://assets.wealthfolio.app/images/landing/income.webp)![Wealthfolio Income](https://assets.wealthfolio.app/images/landing/income-dark.webp) ## Tracking Performance - View performance charts for individual investments or your entire portfolio. - Set up custom date ranges to analyze specific periods. - Monitor your overall gain/loss percentage and amount. For more detailed information on specific features or troubleshooting, please refer to our [FAQ section](https://wealthfolio.app/docs/faq/). ## Tracking Contribution Limits Wealthfolio helps you track your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. You can set contribution limits for each account and track your available contribution room. To do this: 1. Go to the settings/Limits tab. 2. Click on “Add Limit”. 3. Create a the contribution limit with an identifiable name (e.g. `2025 RRSP` or `2025 Roth IRA`), Year and set the contribution limit in base currency. 4. Save the limit 5. Select all accounts you want to track for this limit and click “Save selected accounts”. 6. You can now track your contribution limits and available contribution room in each account page or in the limits settings page. ![Wealthfolio Contribution Limits](https://assets.wealthfolio.app/images/landing/contribution-limits.webp)![Wealthfolio Contribution Limits](https://assets.wealthfolio.app/images/landing/contribution-limits-dark.webp) * * * --- # MCP Server — Connect AI Agents | Wealthfolio Source: https://wealthfolio.app/docs/guide/mcp-server/ # MCP Server — Connect AI Agents Connect Wealthfolio to external AI agents — Claude, Cursor, Windsurf, Cline, VS Code — over the Model Context Protocol, with scoped, revocable access tokens. * * * Last updated September 8, 2026 **Wealthfolio’s MCP server** lets external AI agents talk to your portfolio over the [Model Context Protocol](https://modelcontextprotocol.io/). Point Claude Desktop, Claude Code, Cursor, Windsurf, Cline, or any MCP-capable client at Wealthfolio and it can read your holdings, performance, and activities — and, if you allow it, draft or record new activities — through the exact same typed tools the built-in [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/) uses. Every connection is authenticated with a **scoped access token** you create and can revoke. Nothing is exposed until you turn the server on and hand out a token. ![Settings → AI Agent Access — the MCP endpoint, access tokens, and agent activity log](https://assets.wealthfolio.app/images/screenshots/agent-access/overview.png)![Settings → AI Agent Access — the MCP endpoint, access tokens, and agent activity log](https://assets.wealthfolio.app/images/screenshots/agent-access/overview-dark.png) Settings → AI Agent Access — turn on the server, mint scoped tokens, watch what agents do **Assistant vs. MCP server.** The [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/) is a chat window _inside_ Wealthfolio. The MCP server is the reverse: it lets an agent running _outside_ Wealthfolio (in your editor or desktop client) reach into your portfolio. Both run over the same local, typed tool registry — your raw database is never handed to a model. * * * ## 1 · Where it lives Open **Settings → AI Agent Access**. What you see depends on how you run Wealthfolio: - **Desktop app** — a master toggle turns the feature on, then a local MCP server runs at `http://127.0.0.1:/mcp`. You control it with **Start/Stop**, choose whether it **starts with the app**, and toggle **audit logging**. - **Self-hosted / web server** — the endpoint is enabled with an environment variable (see [§6](https://wealthfolio.app/docs/guide/mcp-server/#6--self-hosted-servers)) and served at `/mcp` on the same origin as your server. Token management and the audit log work the same way. Agent Access is a **desktop and web** feature. It isn’t available on the mobile app. * * * ## 2 · Turn it on and create a token 1. **Enable the server.** Flip the master toggle (desktop) or set the environment variable (self-hosted). On desktop, press **Start** — the endpoint URL appears with a green dot when it’s live. 2. **Create an access token.** Under **Personal access tokens**, click **Create token**, name it (e.g. “Claude Desktop”), pick an expiry, and choose its scopes. Tokens default to **read-only** — one click away from the common case. 3. **Copy the token once.** It’s shown a single time at creation. The dialog also gives you a ready-to-paste client config with the token already embedded. ![Creating a scoped access token — read and write scopes with a live capability summary](https://assets.wealthfolio.app/images/screenshots/agent-access/new-token.png)![Creating a scoped access token — read and write scopes with a live capability summary](https://assets.wealthfolio.app/images/screenshots/agent-access/new-token-dark.png) Each scope you tick shows up in the live “this token will be able to” summary on the right Expiry options are **7 days**, **30 days**, **90 days** (default), **1 year**, or **no expiry**. Shorter is safer — you can always mint a new one. * * * ## 3 · Scopes — what a token can do A token carries a set of scopes. The agent can only call tools its scopes allow; the backend rejects anything outside them. Scopes split into **read** and **write**. ### Read access | Scope | Grants | | --- | --- | | **Accounts (read)** | List accounts and their metadata. | | **Holdings & value (read)** | Read holdings, positions, and portfolio value. | | **Performance (read)** | Read performance history and summaries. | | **Activities (read)** | Read transactions and other account activities. | | **Financial planning (read)** | Read goals, contribution limits, and planning data. | | **Health (read)** | Read portfolio health and diagnostic checks. | | **Classification (read)** | Read instrument classifications and taxonomies. | ### Write access | Scope | Grants | | --- | --- | | **Activities — draft** | Prepare draft activities for review (nothing is committed). | | **Activities — commit/write** | Commit activities. **Requires the draft scope.** | | **Classification — suggest** | Suggest instrument classifications for review. | | **Classification — write** | Apply instrument classifications. **Requires the suggest scope.** | The dialog offers four presets that cover most needs: **Read-only**, **Read + draft**, **Read + write**, and **Read + write + suggest** (which grants both classification suggest and write). `Activities — commit/write` always pulls in `Activities — draft`, and `Classification — write` pulls in `Classification — suggest` — an agent has to be able to stage a change before it can commit one. **Grant the narrowest scopes you’re comfortable with.** A read-only token can never modify your data. Only add write scopes for agents you trust to record or draft activities, and prefer a short expiry for those. * * * ## 4 · Connect a client Wealthfolio speaks **Streamable HTTP** MCP. Most clients (Claude Desktop, Claude Code, Cursor, Windsurf, Cline) share the same config shape — the **Copy config** button on the server card produces exactly this, with `YOUR_TOKEN` as a placeholder: ```json { "mcpServers": { "wealthfolio": { "type": "http", "url": "http://127.0.0.1:PORT/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN" } } } } ``` Replace `PORT` with the port shown on the server card (self-hosted users use their server’s URL) and `YOUR_TOKEN` with the token you copied. **VS Code** differs — it uses a top-level `servers` key: ```json { "servers": { "wealthfolio": { "type": "http", "url": "http://127.0.0.1:PORT/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN" } } } } ``` Any other client that speaks Streamable HTTP just needs the URL plus an `Authorization: Bearer YOUR_TOKEN` header. ### Where the config goes | Client | Config location | | --- | --- | | **Claude Desktop** | Settings → Developer → Edit Config (`claude_desktop_config.json`) | | **Claude Code** | `.mcp.json` in your project root | | **Cursor** | `~/.cursor/mcp.json` (or `.cursor/mcp.json` in a project) | | **VS Code** | `.vscode/mcp.json` | | **Windsurf** | `~/.codeium/windsurf/mcp_config.json` | | **Cline** | Cline → MCP Servers → Configure (`cline_mcp_settings.json`) | | **Jan** | Settings → MCP Servers → Add | Once connected, the agent discovers Wealthfolio’s tools automatically. Ask it “what are my top holdings?” or “how did my portfolio do this year?” and it’ll call the read tools and answer with your real numbers. * * * ## 5 · Audit log Every tool call an agent makes is recorded under **Agent activity** — the time, the tool name, the outcome (**Success**, **Denied**, or **Error**), and which token made the call. Filter by tool or outcome, search, and **Clear log** when you want a clean slate. On desktop, the **Log agent activity** switch turns recording on or off. On a self-hosted server it’s controlled by an environment variable (below). With logging off, no new audit rows are written. * * * ## 6 · Self-hosted servers On a [self-hosted](https://wealthfolio.app/docs/guide/self-hosting/) Wealthfolio server the MCP endpoint is off by default and enabled with environment variables: | Variable | Effect | | --- | --- | | `WF_MCP_ENABLED=true` | Serves the MCP endpoint at `/mcp`. Restart the server after setting it. | | `WF_MCP_AUDIT_ENABLED` | Audit logging of agent tool calls. On by default; set to `false` to stop writing audit rows. | After enabling, create tokens from **Settings → AI Agent Access** exactly as on desktop. The `url` in your client config is your server’s origin plus `/mcp` (for example `https://wealth.example.com/mcp`). **Self-hosted MCP requires Wealthfolio auth.** On Docker, Unraid, and other network-accessible server installs, `WF_MCP_ENABLED=true` requires Wealthfolio’s own authentication to be configured with `WF_AUTH_PASSWORD_HASH` or OIDC. If you run the app with `WF_AUTH_REQUIRED=false` because a reverse proxy handles login, the server will refuse to start with MCP enabled. You can still keep your reverse proxy in front, but leave Wealthfolio auth enabled too. MCP tokens are created through the app’s Agent Access API; reverse-proxy-only auth cannot currently replace that app-level protection. A self-hosted MCP endpoint is reachable by anything that can hit your server. Put it behind your usual auth/[reverse proxy](https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/), keep tokens scoped and short-lived, and remove tokens you no longer use. * * * ## 7 · Security model - **Nothing is exposed by default.** The server is off until you enable it, and it serves nothing without a valid token. - **Local-only on desktop.** The desktop server binds to `127.0.0.1` — it isn’t reachable from other machines on your network. - **Scoped and revocable.** Each token carries only the scopes you granted. **Remove** a token and any client using it loses access immediately. - **Writes are gated.** Committing an activity requires _both_ the draft and write scopes; a draft-only token can stage changes but never commit them. - **Stopping ≠ revoking.** Stopping the server (or disabling the feature on desktop) keeps your tokens valid — they resume working when you start it again. To cut a client off for good, delete its token. - **Typed tools, not raw SQL.** Agents call the same scoped, typed tools as the AI Assistant. They never receive your database or your other API keys. * * * ## 8 · Troubleshooting ### The client can’t connect - Make sure the server is **running** (green dot on the server card, or `WF_MCP_ENABLED=true` and a restart on self-hosted). - Check the `url` and `PORT` match what’s on the server card, and that the path ends in `/mcp`. - Confirm the `Authorization` header is `Bearer ` with a valid, unexpired token. ### The container won’t start after setting `WF_MCP_ENABLED=true` On self-hosted installs that bind to the network, MCP requires Wealthfolio auth. If you set `WF_AUTH_REQUIRED=false` and rely only on a reverse proxy for login, the server refuses to start because the Agent Access API can mint long-lived MCP tokens. Fix it by configuring `WF_AUTH_PASSWORD_HASH` or OIDC, then restart with `WF_MCP_ENABLED=true`. If you don’t want Wealthfolio auth enabled, leave `WF_MCP_ENABLED=false`. ### The agent says a tool was “denied” The token is missing the scope for that tool. Create a new token with the scope you need (or the right preset) — scopes can’t be edited after creation, so mint a fresh one and remove the old. ### It worked yesterday, not today Check whether the token **expired** (see its status in the token list) or was removed. On desktop, also confirm the server is started and, if you rely on it, that **auto-start** is on. * * * ## Frequently asked questions ### Does Wealthfolio have a built-in MCP server? Yes. Wealthfolio ships a native Model Context Protocol server — there’s no third-party bridge to install. Turn it on under **Settings → AI Agent Access**, mint a scoped token, and point any MCP client at it. On the desktop app it runs locally at `http://127.0.0.1:/mcp`; on a self-hosted server it’s served at `/mcp` on your own origin. ### Which MCP clients work with Wealthfolio? Any MCP-capable client, including Claude Desktop, Claude Code, Cursor, Windsurf, Cline, and the VS Code MCP integration. Wealthfolio exposes standard MCP tools, so anything that speaks the protocol can connect. ### Is the Wealthfolio MCP server safe? Access is off until you enable it, and every connection uses a **scoped, revocable access token** you create yourself. Agents reach your data only through the same typed tool registry the in-app [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/) uses — never your raw database — and every call is recorded in an audit log you can review. * * * **Next step:** If you’d rather chat with your portfolio from inside the app instead of wiring up an external agent, see the [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/). * * * --- # Mobile App (iOS & Android) | Wealthfolio Source: https://wealthfolio.app/docs/guide/mobile/ # Mobile App (iOS & Android) Wealthfolio on iOS, the road for Android, and the PWA workaround for self-hosted instances on any phone. * * * Last updated September 8, 2026 Wealthfolio’s mobile story has three parts: a native iOS app, a Progressive Web App (PWA) for self-hosted users on any phone, and an Android version that’s planned but not yet built. This guide covers what’s available today. ![Wealthfolio on iOS — dashboard, net worth, AI assistant, holdings, and allocation](https://assets.wealthfolio.app/images/screenshots/app/mobile-store.png) Wealthfolio for iOS * * * ## 1 · iOS app Wealthfolio for iOS is a full native build of the same engine that powers the desktop app, packaged for iPhone and iPad. It does everything the desktop does, with a layout tuned for touch. Wealthfolio 3.7 requires iOS or iPadOS 16 or newer. - Portfolio dashboard, holdings, activities, performance, goals. - Manual entry and CSV import (use a cloud share like iCloud Drive or Dropbox to get the file onto the device). - Custom market data providers. - AI Assistant (Ollama is desktop-only; OpenAI / Anthropic work fine on iOS). - [Connect](https://wealthfolio.app/connect/) for broker sync and end-to-end encrypted device sync. Install from the App Store: [apps.apple.com/app/wealthfolioapp](https://apps.apple.com/ca/app/wealthfolioapp/id6732888445). ### Where your iOS data lives Each iOS device runs its own SQLite database in the app’s sandbox storage. If iCloud Backup is enabled on your phone, the database is backed up to iCloud along with the rest of your app data, but it isn’t synced to other devices unless you subscribe to Connect. ### Multi-device with Connect Sign into Connect on the iOS app under **Settings → Connect**. Changes flow to your other devices via E2E-encrypted blobs. See the [Connect & Broker Sync guide](https://wealthfolio.app/docs/guide/connect-broker-sync/) for the full setup. * * * ## 2 · Android There’s no native Android app yet. It’s planned: the engine is Rust + cross-platform so the work is mostly the platform-specific shell, not a rewrite. No date promised. If you’re on Android today, the PWA below is the path. * * * ## 3 · Self-hosted on mobile (PWA) A self-hosted Wealthfolio instance works as a Progressive Web App. On iOS Safari or Android Chrome: 1. Navigate to your self-hosted URL (e.g. `https://wealthfolio.mydomain.com`). 2. Sign in. 3. **iOS Safari:** tap the Share button → **Add to Home Screen**. **Android Chrome:** tap the menu → **Add to Home screen** or **Install app**. The icon on your home screen launches the app full-screen with no browser chrome. It behaves like a native app for the things that matter: bookmarks, sessions, offline chrome (the data itself still needs your server reachable). ### What you give up vs. the native iOS app - **No iCloud backup** of an embedded database. The data lives on your self-hosted server, so back it up there. - **No Face ID lock** (PWAs don’t get biometric auth APIs the same way native apps do). - **No background sync.** Pull-to-refresh works while the app is open; nothing happens while it’s backgrounded. For most self-hosters this is a perfectly fine setup. * * * ## 4 · Tips & limitations - **Imports on iOS:** to import a CSV, share it from Files / iCloud Drive / Dropbox into the Wealthfolio app. The mapping flow is identical to desktop. - **Custom providers on iOS:** custom JSON / HTML providers work the same; bear in mind that scraping endpoints that block mobile user-agents may need an HTTP-level `User-Agent` override (configurable in the provider settings). - **Connect-required brokers on iOS:** broker sync requires Connect. The link flow opens SnapTrade’s hosted connection portal in an in-app browser window. Authentication depends on the brokerage and may use OAuth, API credentials, a reporting token, or a broker login handled by SnapTrade. - **The app and the desktop don’t sync by default.** Without Connect, each device runs its own local database. * * * **Next step:** if you’re using self-hosting + PWA, the [Self-Hosting troubleshooting section](https://wealthfolio.app/docs/guide/self-hosting/#troubleshooting) covers the most-common server-side hiccups. If you’re using the native iOS app + Connect, the [Connect & Broker Sync guide](https://wealthfolio.app/docs/guide/connect-broker-sync/) is where to go next. * * * --- # Retirement & FIRE Planning | Wealthfolio Source: https://wealthfolio.app/docs/guide/retirement-planning/ # Retirement & FIRE Planning Project your portfolio to retirement, find your FIRE number, and stress-test the plan. * * * Last updated September 8, 2026 The retirement planner is a first-class goal type that simulates your portfolio year by year, models the spending, income, taxes, and asset allocation that will apply in retirement, and tells you when (and whether) you can stop working. It powers both **traditional retirement planning** and **FIRE** (Financial Independence, Retire Early). It is the most opinionated calculator in Wealthfolio — please read the [assumptions](https://wealthfolio.app/docs/guide/retirement-planning/#engine-assumptions) and [limitations](https://wealthfolio.app/docs/guide/retirement-planning/#limitations) sections below before acting on its output. ## Creating a Retirement Goal 1. Open `Goals → + New Goal` and choose **Retirement**. 2. Pick a **Planning Style**: - **Traditional** — you nominate a retirement age and the planner reports whether you’ll be funded by then. - **FIRE** — the planner finds the earliest age at which you become financially independent, and only “starts withdrawals” once you actually have the required capital. 3. Enter your **birth month** and your **planned retirement age** (or **desired independence age**). 4. Save. Only one retirement goal is allowed per portfolio. Retirement goals open into a two-tab workspace: - **Overview** — the projection dashboard with the configurator sidebar. - **What If** — Monte Carlo runs, stress tests, and sensitivity analysis. ## The Plan: What You Configure The configurator sidebar groups inputs into the sections below. Defaults are shown in parentheses. ### Personal profile | Field | Unit | Default | Notes | | --- | --- | --- | --- | | Current age | years | from birth month | | | Target retirement age | years | — | Must be > current age, ≤ 120. | | Planning horizon age | years | 90 | The age the plan must still be funded through. | ### Investment assumptions | Field | Unit | Default | Range | | --- | --- | --- | --- | | Pre-retirement annual return | % | 5.77 | 0 – 50 | | Retirement annual return | % | 3.37 | 0 – 50 | | Annual investment fee rate | % | 0.6 | 0 – 10 | | Annual volatility | % | 12 | 0 – 100 | | Inflation rate | % | 2 | 0 – 20 | | Monthly contribution | currency | 1,000 | ≥ 0 | | Contribution growth rate | % | 2 | 0 – 25 | The fee rate is subtracted from both pre-retirement and retirement returns to produce the **net** rate used in the projection. ### Expenses You add **expense buckets**, each with: - A **monthly amount** in today’s money. - An optional **start age** and **end age** (e.g. mortgage paid off at 65, healthcare from 67). - An optional **custom inflation rate** that overrides the general inflation rate (useful for healthcare). - An **essential** flag — essential expenses must be funded for the plan to count as successful; discretionary expenses are nice-to-have. ### Income streams Add Social Security, pensions, annuities, or any DC fund that pays out in retirement. | Field | Notes | | --- | --- | | Stream type | **DB** (defined benefit, fixed payout) or **DC** (defined contribution, accumulating fund) | | Start age | When the payout begins | | Monthly amount | Payout in today’s money (DB), or override for DC payouts | | Adjust for inflation | If on, the stream tracks general inflation; otherwise nominal | | Annual growth rate | Optional override of the inflation adjustment | | Current value | DC only — current fund balance | | Monthly contribution | DC only — ongoing contributions during accumulation | | Accumulation return | DC only — return while the fund is accumulating (default 4 %) | For DC funds without an explicit monthly amount, the planner estimates the payout as `accumulated_balance × 3.5 % ÷ 12`. This 3.5 % rate is **baked in** and not configurable. ### Tax profile _(optional)_ | Field | Unit | Notes | | --- | --- | --- | | Taxable withdrawal rate | % | Effective rate on regular brokerage withdrawals | | Tax-deferred withdrawal rate | % | Effective rate on 401(k) / Traditional IRA / RRSP withdrawals | | Tax-free withdrawal rate | % | Usually 0 % (Roth IRA, TFSA, ISA) | | Early withdrawal penalty rate | % | Extra penalty on tax-deferred withdrawals before `penalty_age` | | Early withdrawal penalty age | years | The age the penalty stops (e.g. 59 for IRAs) | | Withdrawal bucket balances | currency | Initial split of your portfolio across taxable / tax-deferred / tax-free | The bucket balances drive the **withdrawal ordering**: taxable accounts are drawn down first, then tax-deferred, then tax-free. ### Funding Like other goals, retirement is funded by allocating percentages of your existing accounts. Accounts already linked to a DC income stream cannot also be added as plain funding sources for the same goal — they’re already part of the projection. ## What the Dashboard Shows The Overview tab renders three primary visualisations: **Portfolio trajectory chart** — your projected balance year by year, split into the accumulation phase (blue) and the retirement phase (orange). Behind it, faded bands show the 10th / 25th / 50th / 75th / 90th percentiles from the Monte Carlo run, and a dashed line shows the **required capital glide path** — the minimum balance you need to be at each age to fund the rest of the plan. A marker shows the **FIRE milestone** (the earliest age you cross the required capital) and the **retirement start** (when withdrawals actually begin). **Coverage chart** — a stacked area showing where each year’s spending comes from: essential expenses on the bottom, discretionary above, then income streams stacked on top, with portfolio withdrawals filling whatever is left. **Snapshot table** — a year-by-year breakdown: portfolio value, contributions, withdrawals, taxes paid, required capital, surplus or shortfall. A **value mode toggle** switches every figure between **nominal** (future-dollar) and **today’s money** display. ### KPIs - **Progress to FIRE target** — % of required capital you have at the goal age. - **FI age** — first age your portfolio reaches the required capital. - **Retirement start age** — when withdrawals actually begin under your selected mode. - **Funded at retirement** — whether your portfolio meets or exceeds the required capital at the retirement start. - **Portfolio at goal age** — projected nominal balance. - **Shortfall / surplus** — gap between projected portfolio and required capital. - **Coast FIRE amount** — minimum _today’s_ balance needed to reach the goal with **zero further contributions**. - **Coast reached** — whether your current portfolio meets the coast amount. - **Funded through age** — the latest age the plan still covers essential spending. - **Failure age** / **spending shortfall age** — first age the portfolio depletes, or the first age essential spending is materially under-funded. - **Required additional monthly contribution** — extra savings needed to close the gap. - **Suggested goal age** — if your target age isn’t reachable, the earliest age that is. ## What If The What If tab runs the same plan through stochastic and stress scenarios: - **Monte Carlo** — randomised paths (return draws from a lognormal distribution calibrated to your input return and volatility, inflation correlated -0.25 to returns). Default is 5,000 paths; you can run 10,000 or 100,000. Reports a **success rate** plus the percentile bands shown on the trajectory chart. - **Sensitivity** — sweeps a single parameter (return, contribution, retirement age…) and shows how the outcome moves. - **Sequence-of-returns risk (SORR)** — stress-tests the early retirement years where a market drop hurts the most. A Monte Carlo run is considered successful when, in every year: essential spending was fully funded, and the portfolio remained above zero at the planning horizon. (FIRE plans additionally require that FI was reached.) ## How the Engine Works The retirement engine is a **deterministic year-by-year simulation** with an optional **Monte Carlo overlay**. There is no separate “4 % rule” calculator — the FIRE number falls out of the simulation. ### The deterministic projection Year by year, from current age to the horizon age: 1. **Accumulation phase** — the portfolio grows at the **net pre-retirement return** (gross minus fees). Monthly contributions are added during the year and grow with the contribution-growth rate annually. Contributions stop at the retirement start age. 2. **FIRE transition** — the simulation switches to the retirement phase the first time _either_ of these is true: the portfolio reaches the required capital glide-path target (FIRE mode), or you hit your target retirement age (Traditional mode forces it). 3. **Retirement phase** — the portfolio grows at the **net retirement return**. Each year, expenses (less income streams) are withdrawn following the bucket order: taxable → tax-deferred → tax-free. Withdrawals are grossed up to cover the relevant tax rate; tax-deferred withdrawals before `penalty_age` also pay the early-withdrawal penalty. 4. The plan **succeeds** as long as no year shows a material shortfall (gap larger than the greater of $1 or 0.1 % of the year’s spending). All inputs are interpreted in **today’s money (real terms)** — inflation is then applied annually to expenses and income streams, and outputs are reported in nominal dollars by default. Use the value-mode toggle to flip back to today’s money. ### How “required capital” is found The engine binary-searches for the smallest starting balance at the retirement age that lets the year-by-year ledger run from there to the horizon without a material shortfall. This is the **FIRE number** for your plan and the basis of the dashed glide-path line. ### How Monte Carlo works Returns each year are drawn from a lognormal distribution calibrated to your mean return and volatility (the median of the lognormal is anchored to the deterministic return so the median MC path matches the deterministic line). Inflation is drawn each year with a -0.25 correlation to returns. Paths are evaluated in parallel (default 5,000); success is the share of paths that meet the success criteria above. ## Engine Assumptions These are baked into the model and worth knowing before you trust the output: - **Real terms inputs** — every rate and amount you enter is treated as today’s money. Inflation is then applied internally. - **Deterministic return path** — the central projection uses constant returns. Volatility only feeds the Monte Carlo / What If tab. - **Annual ledger** — withdrawals, contributions, and growth are settled once per year. The model isn’t designed for sub-annual planning. - **Withdrawal ordering** — strictly taxable → tax-deferred → tax-free. There is no smart Roth-conversion or tax-bracket-aware optimisation. - **DC pension default draw rate** — 3.5 % per year, hard-coded. - **Return / inflation correlation** — -0.25, hard-coded. - **Contribution routing** — future contributions are added to the existing tax buckets in the same proportion as the current bucket balances. Per-account contribution routing isn’t modelled. - **No rebalancing modelling** — buckets aren’t rebalanced; their proportions drift only as withdrawals deplete them. - **Inflation guardrail** — the cumulative inflation factor is clamped to a minimum of 0.01 to prevent divide-by-zero blow-ups in extreme deflation scenarios. - **Required-capital search** — found by an expanding search with no fixed ceiling, so even very large targets resolve. ## Limitations The planner is a strong directional tool, not a financial advisor. Specifically, it does not model: - **Tax brackets, marginal rates, or capital gains** — only flat effective rates per bucket. - **Roth conversions, RMDs, or IRMAA** — withdrawal ordering is fixed. - **Healthcare-specific accounts** (HSA, FSA) other than as a generic tax-free bucket. - **Social Security claiming strategy** — only a fixed start age and amount. - **Variable spending strategies** (guardrails, CAPE-based, Guyton-Klinger) — every year withdraws the planned schedule, no more, no less. - **Survivor / spousal planning** — single-life model. - **Currency mix during retirement** — the whole plan runs in your base currency. - **Rebalancing trades or transaction costs** — only aggregate fees via the fee rate. - **Estate planning** — what’s left at the horizon age is just reported, not modelled forward. If your situation needs any of the above with precision, treat the planner’s output as a sanity check rather than a final answer. ## FIRE Mode in Detail FIRE in Wealthfolio is not a separate calculator — it’s a mode of the retirement planner. Under FIRE mode: - **The FIRE number** is the required capital the engine solves for at your target age. - **FI age** is the first year the projected portfolio crosses the required capital glide path. - **Coast FIRE** is the minimum balance you’d need _today_ to ride to the goal with zero further contributions: `required_capital ÷ (1 + accumulation_return)^years_to_goal`. - **Lean FIRE / Fat FIRE** aren’t separate switches — model them by adjusting your expense buckets (lower = lean, higher = fat) and re-running. Even in FIRE mode the planner won’t start drawing down before your target retirement age; reaching FI early just unlocks the _option_ to retire, it doesn’t force the simulation to do so. ## Related - [Goals & Save-Up Planner](https://wealthfolio.app/docs/guide/goals/) — for non-retirement goals. - [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/) — track yearly room on retirement accounts. - [Performance Metrics](https://wealthfolio.app/docs/concepts/performance-metrics/) — how returns are computed from your real history. * * * --- # Configuration Reference | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/configuration/ # Configuration Reference Every WF\_\* environment variable Wealthfolio understands, plus how to escape Argon2 hashes for each environment. * * * Last updated September 8, 2026 All Wealthfolio configuration is done through environment variables prefixed with `WF_`. This page is the source of truth. The platform-specific guides link back here for the details. ## Quick reference | Variable | Required | Default | | --- | --- | --- | | `WF_SECRET_KEY` | ✅ always | — | | `WF_AUTH_PASSWORD_HASH` | ✅ for web access | — | | `WF_CORS_ALLOW_ORIGINS` | ✅ when auth on | `*` (rejected with auth on) | | `WF_LISTEN_ADDR` | recommended | `0.0.0.0:8088` | | `WF_DB_PATH` | recommended | `./db/app.db` | | `WF_AUTH_REQUIRED` | optional | `true` | | `WF_AUTH_TOKEN_TTL_MINUTES` | optional | `60` | | `WF_COOKIE_SECURE` | optional | `auto` | | `WF_OIDC_ISSUER_URL` | for SSO | — | | `WF_OIDC_CLIENT_ID` | for SSO | — | | `WF_OIDC_*` (SSO options) | optional | see [below](https://wealthfolio.app/docs/guide/self-hosting/configuration/#single-sign-on-oidc) | | `WF_REQUEST_TIMEOUT_MS` | optional | `300000` (5 min) | | `WF_STATIC_DIR` | optional | `dist` | | `WF_SECRET_FILE` | optional | `/secrets.json` | | `WF_ADDONS_DIR` | optional | `` (DB directory) | | `WF_LOG_FORMAT` | optional | `text` | ## Startup safety checks Wealthfolio refuses to start under two specific configurations to prevent accidentally exposing an unauthenticated instance to the network: - **Non-loopback listen + no auth**: if `WF_LISTEN_ADDR` binds to anything other than `127.0.0.1` and `WF_AUTH_PASSWORD_HASH` is unset, the server panics. Set `WF_AUTH_REQUIRED=false` to opt out (only do this if a reverse proxy authenticates for you). - **Wildcard CORS + auth**: if `WF_CORS_ALLOW_ORIGINS=*` and auth is enabled, the server panics. Set explicit origins (e.g. `https://wealthfolio.example.com`). - **OIDC with no allowlist**: if OIDC is enabled (`WF_OIDC_ISSUER_URL` + `WF_OIDC_CLIENT_ID`) but neither `WF_OIDC_ALLOWED_EMAILS` nor `WF_OIDC_ALLOWED_SUBS` is set, the server panics — an empty allowlist would grant every IdP-authenticated user access. Set an allowlist, or `WF_OIDC_ALLOW_ANY=true` to opt into open access (only safe on a dedicated single-user IdP). ## Security ### `WF_SECRET_KEY` **Required.** A 32-byte key used to: - Encrypt sensitive data at rest (broker credentials, API keys) - Sign JWT access tokens Generate once and persist it forever: ```bash openssl rand -base64 32 ``` **Back this up.** Losing the secret key means losing access to all stored encrypted secrets. There’s no recovery. Treat it like a master password. ### `WF_SECRET_FILE` **Default:** `/secrets.json` Path to the encrypted secrets file. By default it sits next to your database. Override only if you have a reason (e.g. mounting secrets on a separate volume). ## Authentication ### `WF_AUTH_PASSWORD_HASH` **Required for web access** (unless `WF_AUTH_REQUIRED=false`). An Argon2id PHC string that defines the login password. Generate it with the `argon2` CLI: ```bash printf 'your-password' | argon2 yoursalt16chars! -id -e ``` - The first arg is the **salt** (use 16+ random characters). - Use `printf`, not `echo -n`. `echo` adds a trailing newline on some shells. - Output starts with `$argon2id$v=19$...`. That’s the value you set. ### Escaping dollar signs in your hash Argon2 hashes contain `$` which most shells and Compose interpolate as variable references. Use the right syntax for your environment: | Environment | Syntax | Notes | | --- | --- | --- | | Docker CLI `--env-file` | `WF_AUTH_PASSWORD_HASH=$argon2id$...` | Docker CLI does not interpolate env files | | Docker Compose `env_file` with `format: raw` | `WF_AUTH_PASSWORD_HASH=$argon2id$...` | Requires Docker Compose 2.30+ | | Docker Compose `env_file` (default) | `WF_AUTH_PASSWORD_HASH='$argon2id$...'` | Single quotes prevent Compose interpolation | | Docker Compose `env_file` (default) | `WF_AUTH_PASSWORD_HASH=$$argon2id$$...` | Alternative: double every `$` | | Docker Compose YAML inline | `WF_AUTH_PASSWORD_HASH: '$$argon2id$$...'` | Double every `$` to escape Compose | | Docker CLI `-e` (single quotes) | `-e WF_AUTH_PASSWORD_HASH='$argon2id$...'` | Single quotes prevent shell expansion | | Docker CLI `-e` (double quotes) | `-e WF_AUTH_PASSWORD_HASH="\$argon2id\$..."` | Backslash-escape each `$` | | Unraid template UI | _paste raw hash_ | Unraid handles escaping internally | | Coolify env var | _paste raw hash, check **Is Literal?**_ | Without it Coolify interpolates `$` as variable refs | **Common mistakes:** - Double quotes in Docker CLI (`"$argon..."`): the shell expands `$argon2id` to empty. - Single quotes inside `--env-file` files: Docker keeps the quotes as part of the value. - Unquoted/unescaped `$` in Compose YAML: Compose treats `$argon` as a substitution. - Coolify: **Is Secret** only masks the value in the UI. It does not stop `$` interpolation — you must also check **Is Literal?**. ### `WF_AUTH_REQUIRED` **Default:** `true` Set to `false` only if a reverse proxy handles authentication for you (e.g. Authentik, Authelia, Coolify’s built-in auth). When `false`, `WF_AUTH_PASSWORD_HASH` is ignored and the server starts without its own login layer. ### `WF_AUTH_TOKEN_TTL_MINUTES` **Default:** `60` JWT access token lifetime in minutes. Users re-authenticate after this expires. ```plaintext 60 # 1 hour (default) 1440 # 24 hours 10080 # 7 days ``` ### `WF_COOKIE_SECURE` **Default:** `auto` Controls the `Secure` attribute on the auth session cookie. Accepted values: | Value | Behavior | | --- | --- | | `auto` _(default)_ | Sets `Secure` automatically based on whether the request was HTTPS. | | `true`, `1`, `yes` | Always sets `Secure`. Use behind a reverse proxy that terminates HTTPS. | | `false`, `0`, `no` | Never sets `Secure`. Only safe for local-only or testing setups. | If you sit behind a reverse proxy doing TLS termination, `auto` works in most cases, but force `true` if cookies aren’t sticking after login. ## Single Sign-On (OIDC) **Optional.** Sign in through any OpenID Connect provider (Authentik, PocketID, Authelia, Keycloak, …) using Authorization Code + PKCE. OIDC is **authentication only** and works alongside or instead of `WF_AUTH_PASSWORD_HASH`: | Configuration | Login page shows | | --- | --- | | `WF_OIDC_*` only | **Sign in with SSO** only | | `WF_AUTH_PASSWORD_HASH` only | password field only _(default)_ | | both | password field **and** SSO | A successful SSO login mints the same session cookie as password login, so sliding refresh, the JWT layer, and logout behave identically. OIDC is enabled when **both** `WF_OIDC_ISSUER_URL` and `WF_OIDC_CLIENT_ID` are set. When OIDC is enabled you must set an allowlist (`WF_OIDC_ALLOWED_EMAILS` and/or `WF_OIDC_ALLOWED_SUBS`) or the server refuses to start. An empty allowlist would grant **every** account your IdP authenticates full access — dangerous on a shared / multi-tenant / self-signup IdP. To intentionally allow anyone (only safe on a dedicated single-user IdP), set `WF_OIDC_ALLOW_ANY=true`. ### `WF_OIDC_ISSUER_URL` Provider base URL. Discovery hits `/.well-known/openid-configuration` at startup, so the issuer must be reachable when the container starts. ```plaintext https://auth.example.com/application/o/wealthfolio/ ``` ### `WF_OIDC_CLIENT_ID` Client ID registered with your IdP. ### `WF_OIDC_CLIENT_SECRET` **Optional.** PKCE is always used, so a secret is only needed for confidential clients that require one. ### `WF_OIDC_REDIRECT_URL` **Required when OIDC is enabled.** Must be registered in the IdP and reachable by the browser: ```plaintext https://your.host/api/v1/auth/oidc/callback ``` ### `WF_OIDC_SCOPES` **Default:** `openid email profile`. Space-separated; `openid` is always requested. ### `WF_OIDC_ALLOWED_EMAILS` / `WF_OIDC_ALLOWED_SUBS` Comma-separated allowlists matched against the ID token’s `email` / `sub` claims. With neither set the server refuses to start (see the warning above) unless `WF_OIDC_ALLOW_ANY=true`. ```plaintext WF_OIDC_ALLOWED_EMAILS=you@example.com,partner@example.com WF_OIDC_ALLOWED_SUBS=8f3b...,a91c... ``` - An `email` is only honored when the IdP asserts `email_verified=true` — an unverified email can be attacker-chosen on self-signup IdPs. - `WF_OIDC_ALLOWED_SUBS` is the stronger control: the `sub` is stable and issuer-scoped. Prefer it on shared / multi-tenant IdPs. ### `WF_OIDC_ALLOW_ANY` **Default:** `false`. Set to `true` to allow any user your IdP authenticates when no allowlist is configured. Only safe on a dedicated single-user IdP; on a shared IdP this grants everyone access. A warning is logged at startup when enabled. ### `WF_OIDC_POST_LOGOUT_REDIRECT_URL` **Optional.** When the IdP advertises an `end_session_endpoint`, sign-out also ends the IdP session (RP-Initiated Logout); otherwise logout is local-only. Set this to land back on the app after IdP logout — it must be **registered** with the IdP (e.g. Keycloak’s “Valid post logout redirect URIs”). If unset, the IdP shows its own logged-out page. ### `WF_OIDC_RP_LOGOUT` **Default:** `true`. Set to `false` to force local-only logout even when the IdP supports RP-Initiated Logout. ## Server ### `WF_LISTEN_ADDR` **Default:** `0.0.0.0:8088` Bind address. The default works for Docker out of the box. For local non-Docker use, switch to a loopback address. ```plaintext 0.0.0.0:8088 # Docker / network-accessible (default) 127.0.0.1:8080 # Local non-Docker 0.0.0.0:3000 # Custom port ``` Listening on a non-loopback address (anything other than `127.0.0.1`) without setting `WF_AUTH_PASSWORD_HASH` causes the server to refuse to start. Set `WF_AUTH_REQUIRED=false` to opt out (only safe if a reverse proxy authenticates for you). ### `WF_DB_PATH` **Default:** `./db/app.db` Path to the SQLite database. Either a file path or a directory (in which case `app.db` is created inside). ```plaintext /data/wealthfolio.db # Recommended for Docker (with /data volume mount) /data # Same: app.db gets created inside ./database/app.db # Local relative path ``` ### `WF_STATIC_DIR` **Default:** `dist` Directory the server reads static frontend assets from. Only relevant if you’re serving a custom frontend build. ### `WF_REQUEST_TIMEOUT_MS` **Default:** `300000` (5 minutes) HTTP request timeout in milliseconds. The default is generous to accommodate large broker syncs; lower it if you want stricter timeouts. ## Network ### `WF_CORS_ALLOW_ORIGINS` **Default:** `*` (wildcard). **Rejected at startup if auth is enabled.** Comma-separated list of allowed CORS origins. When you enable auth (which you should for any network-accessible deployment), you **must** set explicit origins matching the URL in your browser’s address bar exactly (scheme + host + port). ```plaintext http://192.168.1.10:8088 https://wealthfolio.example.com http://localhost:1420,http://localhost:3000 # multi-origin ``` Wildcard CORS combined with cookie-based auth is a CSRF vector. That’s why the server refuses to start in that combination. If you see a startup panic mentioning CORS, set explicit origins. ## Add-ons ### `WF_ADDONS_DIR` **Default:** parent directory of `WF_DB_PATH` Path where Wealthfolio reads installable add-ons from. Defaults to the same directory as your database, so a single `/data` mount holds everything. ## Logging ### `WF_LOG_FORMAT` **Default:** `text` Log output format: `text` (human-readable, colored) or `json` (structured, ship to log aggregators). ## Complete `.env` example ```bash # Server (default 0.0.0.0:8088 already works inside Docker; included for clarity) WF_LISTEN_ADDR=0.0.0.0:8088 WF_DB_PATH=/data/wealthfolio.db # Security (required, back up the secret key!) WF_SECRET_KEY=replace-with-output-of-openssl-rand-base64-32 # Authentication (this is your login password) WF_AUTH_PASSWORD_HASH='$argon2id$v=19$m=19456,t=2,p=1$...' WF_AUTH_TOKEN_TTL_MINUTES=480 # Network: explicit origin required when auth is on WF_CORS_ALLOW_ORIGINS=https://wealthfolio.example.com # Single Sign-On (optional) — enabled when issuer + client id are both set. # An allowlist is required, or set WF_OIDC_ALLOW_ANY=true to allow any IdP user. # WF_OIDC_ISSUER_URL=https://auth.example.com/application/o/wealthfolio/ # WF_OIDC_CLIENT_ID=wealthfolio # WF_OIDC_REDIRECT_URL=https://wealthfolio.example.com/api/v1/auth/oidc/callback # WF_OIDC_ALLOWED_EMAILS=you@example.com # Logging WF_LOG_FORMAT=text ``` * * * To let external AI agents reach a self-hosted instance, enable the endpoint with `WF_MCP_ENABLED=true` and follow the [MCP Server](https://wealthfolio.app/docs/guide/mcp-server/) guide — it covers token scopes and the auth requirements for network-bound servers. * * * --- # Coolify | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/coolify/ # Coolify Deploy Wealthfolio on Coolify, the self-hosted PaaS that handles HTTPS, env vars, persistent storage, and rolling updates with one click. * * * Last updated September 8, 2026 [Coolify](https://coolify.io/) is a self-hosted PaaS, think Heroku you run on your own VPS. It handles HTTPS, env vars, persistent storage, and rolling updates, so deploying Wealthfolio is mostly clicks plus a few values to paste in. ## Prerequisites - A Coolify instance (v4 or newer) with a configured server and destination - A domain pointed at your Coolify server (for HTTPS) - `openssl` and `argon2` on any machine for generating secrets ## Deploy ### Step 1: Create a new resource In Coolify: **\+ New Resource → Docker Image**. | Field | Value | | --- | --- | | **Image** | `wealthfolio/wealthfolio:latest` | | **Port (exposed)** | `8088` | Pin to a specific tag (e.g. `wealthfolio/wealthfolio:3.3.0`) for production. ### Step 2: Set the domain Under **Domains**, add the FQDN you want (e.g. `wealthfolio.example.com`). Coolify provisions a Let’s Encrypt certificate automatically through its built-in proxy (Traefik or Caddy). ### Step 3: Generate your secrets On any machine: ```bash # 32-byte secret key. Back this up! openssl rand -base64 32 # Argon2id password hash for your login printf 'your-password' | argon2 yoursalt16chars! -id -e ``` ### Step 4: Set environment variables Under **Environment Variables**, add: | Name | Value | Notes | | --- | --- | --- | | `WF_LISTEN_ADDR` | `0.0.0.0:8088` | Required for container networking | | `WF_DB_PATH` | `/data/wealthfolio.db` | SQLite database location | | `WF_SECRET_KEY` | _(paste your 32-byte key)_ | Toggle **Is Secret**, Coolify masks the value | | `WF_AUTH_PASSWORD_HASH` | _(paste the full `$argon2id$...` string)_ | Toggle **Is Secret** _and_ **Is Literal?** — see below | | `WF_CORS_ALLOW_ORIGINS` | `https://wealthfolio.example.com` | Must match your domain exactly | | `WF_AUTH_TOKEN_TTL_MINUTES` | `480` | Optional (8 hours) | **Check “Is Literal?” on `WF_AUTH_PASSWORD_HASH`.** By default Coolify treats `$` in values as variable references, so the `$argon2id`, `$v`, and `$m` segments of your hash get interpolated away and login will always fail. Marking a variable **Is Secret** only masks it in the UI — it does **not** prevent interpolation. Enable **Is Literal?** so the hash is passed through byte-for-byte, then paste the raw hash without doubling or quoting. After deploying, verify the hash survived: open the container’s **Terminal** in Coolify and run `printenv WF_AUTH_PASSWORD_HASH`. The output must start with `$argon2id$` and match your generated hash exactly. ### Step 5: Add persistent storage Under **Storage** (or **Persistent Volumes**), add a mount: | Field | Value | | --- | --- | | **Mount path** | `/data` | | **Type** | Volume Mount | | **Volume name** | `wealthfolio-data` | This holds your SQLite database and encrypted secrets. Without it, all data is lost on container restart. ### Step 6: Deploy Click **Deploy**. Coolify pulls the image, mounts the volume, sets the env, and starts the container behind its proxy. After ~30 seconds, your domain serves Wealthfolio over HTTPS. ## Updating Coolify auto-fetches new images if you’ve enabled **Watchtower** / auto-update; otherwise click **Redeploy** to pull `:latest` (or change the tag). For zero-downtime, enable **Rolling Updates** in the resource settings. **Upgrading from a pre-`v3.4.0` image?** The container now runs as non-root UID `1000`. Existing Coolify volumes were written by the old `root` image and need a one-time chown — otherwise the new container fails to write and restarts. SSH into the Coolify host and run the snippet below, then **Redeploy** in Coolify. ```bash # Find the volume with: docker volume ls | grep wealthfolio docker run --rm -v :/data alpine chown -R 1000:1000 /data ``` ## Health checks Wealthfolio exposes a health endpoint at `/api/v1/healthz`. Configure Coolify’s healthcheck: | Field | Value | | --- | --- | | **Path** | `/api/v1/healthz` | | **Port** | `8088` | | **Interval** | `30s` | | **Start period** | `15s` | ## Letting Coolify handle authentication If you use Coolify’s **basic auth** or front it with **Authentik / Authelia**, you can disable Wealthfolio’s built-in login: | Variable | Value | | --- | --- | | `WF_AUTH_REQUIRED` | `false` | | `WF_AUTH_PASSWORD_HASH` | _(empty)_ | Wealthfolio will trust whatever Coolify’s proxy lets through. ## Backups Coolify’s S3 backup integration handles the volume. Point it at your `wealthfolio-data` volume and your storage backend. Back up `WF_SECRET_KEY` **separately** from the volume. The encrypted secrets in `/data/secrets.json` are useless without the key. ## Troubleshooting | Symptom | Fix | | --- | --- | | Container restarts: `WF_SECRET_KEY` missing | Variable wasn’t saved as a secret. Re-add it under Environment Variables. | | Login always says “Invalid password” | The hash was mangled by Coolify’s `$` interpolation. Open the container **Terminal**, run `printenv WF_AUTH_PASSWORD_HASH`, and compare with your generated hash. If it differs, enable **Is Literal?** on the variable and redeploy. | | Login rejects the right password (hash intact) | Hash captured a trailing newline or a shell-mangled password. Regenerate with `printf` (not `echo -n`) and avoid special characters your shell may expand. | | Container won’t start: `Failed to parse WF_AUTH_PASSWORD_HASH` | Same `$` interpolation problem — enable **Is Literal?** on the variable and redeploy. | | `502 Bad Gateway` from Coolify proxy | Check `WF_LISTEN_ADDR=0.0.0.0:8088` and that the resource port matches. | | CORS errors in browser console | `WF_CORS_ALLOW_ORIGINS` must match the domain in your address bar exactly. | ## Configuration reference Every variable Wealthfolio reads is documented in [**Configuration**](https://wealthfolio.app/docs/guide/self-hosting/configuration/). * * * --- # Self-Host with Docker Compose | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/docker-compose/ # Self-Host with Docker Compose Run Wealthfolio with a compose.yml that bundles restart policies, env files, direct browser access, and an optional reverse proxy override. * * * Last updated September 8, 2026 If you already manage your homelab with Compose, this is the path you want. The Wealthfolio repo ships a production-ready `compose.yml` for direct browser access, plus an optional `compose.proxy.yml` override for same-network reverse proxy setups. ## Prerequisites - Docker + Docker Compose v2 (`docker compose`, not `docker-compose`) - `openssl` and `argon2` for generating secrets ## Get the compose file The official compose files live in the [project repo](https://github.com/wealthfolio/wealthfolio). Pull the default compose file locally: ```bash mkdir -p /opt/wealthfolio && cd /opt/wealthfolio curl -fsSL https://raw.githubusercontent.com/wealthfolio/wealthfolio/main/compose.yml -o compose.yml ``` If you run Wealthfolio behind a reverse proxy container on the same Docker network, also pull the proxy override: ```bash curl -fsSL https://raw.githubusercontent.com/wealthfolio/wealthfolio/main/compose.proxy.yml -o compose.proxy.yml ``` It declares a single service backed by the `wealthfolio/wealthfolio:latest` image, with a named volume, healthcheck, resource limits, and security hardening (read-only filesystem + dropped privileges). ## Create your `.env` Generate the required secrets and write them to `.env`: ```bash SECRET=$(openssl rand -base64 32) HASH=$(printf 'your-password' | argon2 yoursalt16chars! -id -e) cat > .env <_`. Adjust if your project name differs.) Back up `.env` (which holds `WF_SECRET_KEY`) **separately** from the data volume. The encrypted secrets in the volume are useless without the key. ## Configuration Every variable Wealthfolio reads is documented in the [**Configuration reference**](https://wealthfolio.app/docs/guide/self-hosting/configuration/). * * * --- # Self-Host with Docker | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/docker/ # Self-Host with Docker Run Wealthfolio with the official Docker image using docker run. Works on any Linux box, macOS Docker Desktop, or Windows. * * * Last updated September 8, 2026 The fastest way to self-host Wealthfolio: pull the official multi-arch image and run it with `docker run`. For a Compose-based setup with restart policies and an env file, see [**Docker Compose**](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/). ## Prerequisites - Docker installed ([install guide](https://docs.docker.com/get-docker/)) - `openssl` and `argon2` for generating the secret key and password hash (`brew install argon2` on macOS, `apt install argon2` on Debian/Ubuntu) ## Pull the image ```bash docker pull wealthfolio/wealthfolio:latest ``` Or from GHCR: ```bash docker pull ghcr.io/wealthfolio/wealthfolio:latest ``` Both registries publish identical multi-arch builds (`linux/amd64`, `linux/arm64`). Pin to a version tag in production: ```bash docker pull wealthfolio/wealthfolio:3.3.0 ``` ## Generate your secrets Two values are required (see [Configuration](https://wealthfolio.app/docs/guide/self-hosting/configuration/) for full details): ```bash # 32-byte secret key. Save this somewhere safe! SECRET=$(openssl rand -base64 32) # Argon2id password hash for your login HASH=$(printf 'your-password' | argon2 yoursalt16chars! -id -e) ``` ## Run ### Quick start (inline env vars) ```bash docker run -d \ --name wealthfolio \ -p 8088:8088 \ -v wealthfolio-data:/data \ -e WF_LISTEN_ADDR=0.0.0.0:8088 \ -e WF_DB_PATH=/data/wealthfolio.db \ -e WF_SECRET_KEY="$SECRET" \ -e WF_AUTH_PASSWORD_HASH="$HASH" \ -e WF_CORS_ALLOW_ORIGINS=http://localhost:8088 \ --restart unless-stopped \ wealthfolio/wealthfolio:latest ``` Open `http://localhost:8088` and log in with the password you hashed. Inside the container, `WF_LISTEN_ADDR` **must** be `0.0.0.0:PORT`. Binding to `127.0.0.1` makes the app reachable only from inside the container. ### Production (env file) For anything beyond a quick try, put your config in a file: ```bash cat > .env.docker <<'EOF' WF_LISTEN_ADDR=0.0.0.0:8088 WF_DB_PATH=/data/wealthfolio.db WF_SECRET_KEY=replace-me WF_AUTH_PASSWORD_HASH=$argon2id$v=19$m=19456,t=2,p=1$... WF_CORS_ALLOW_ORIGINS=https://wealthfolio.example.com WF_AUTH_TOKEN_TTL_MINUTES=480 EOF chmod 600 .env.docker ``` ```bash docker run -d \ --name wealthfolio \ -p 8088:8088 \ -v wealthfolio-data:/data \ --env-file .env.docker \ --restart unless-stopped \ wealthfolio/wealthfolio:latest ``` When using `--env-file`, Docker keeps `$` characters in the hash as-is. No escaping needed. If you switch to `-e` flags or YAML inline values, see the [escaping table](https://wealthfolio.app/docs/guide/self-hosting/configuration/#escaping-dollar-signs-in-your-hash). ## Volumes and ports ### Volumes `/data` is the only mount you need. It holds: - `wealthfolio.db`: SQLite database with all your portfolio data - `secrets.json`: encrypted broker credentials and API keys ```bash # Named volume (recommended, Docker manages location) -v wealthfolio-data:/data # Bind mount (you control the path) -v /opt/wealthfolio:/data # Bind mount in current directory -v "$(pwd)/wealthfolio-data:/data" ``` The container runs as non-root UID/GID `1000:1000`. If you bind-mount a host directory, make sure it’s writable by that user: `sudo chown -R 1000:1000 /opt/wealthfolio`. Named volumes don’t need this for fresh installs — Docker creates them with the right ownership automatically. **Upgrading from a pre-`v3.4.0` image?** Older images ran as `root`, so existing data is owned by root and the new container can’t write to it. Chown the volume once before starting the new image using the snippet below. If you manage Wealthfolio with Compose, see the [Docker Compose upgrade notes](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/#permissions) — the volume name will be prefixed with your compose project. ```bash # Named volume (volume name matches what you used with `docker run -v`) docker run --rm -v wealthfolio-data:/data alpine chown -R 1000:1000 /data # Bind mount sudo chown -R 1000:1000 /opt/wealthfolio ``` ### Ports The container exposes `8088` by default. Map it however you like: ```bash -p 8088:8088 # Default -p 3000:8088 # Different host port -p 127.0.0.1:8088:8088 # Localhost only (for reverse proxy) ``` ## Updating ```bash docker pull wealthfolio/wealthfolio:latest docker stop wealthfolio docker rm wealthfolio # Re-run with the same flags as before ``` If you need rolling updates without downtime, switch to [Docker Compose](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/) or a proper orchestrator. Always back up `/data` (and your `WF_SECRET_KEY` outside the volume) before updating. See [Backups](https://wealthfolio.app/docs/guide/self-hosting/docker/#backups) below. ## Backups The only state lives in the `/data` volume. Tar it up: ```bash docker run --rm \ -v wealthfolio-data:/data \ -v "$(pwd):/backup" \ alpine tar czf /backup/wealthfolio-$(date +%Y%m%d).tar.gz -C / data ``` For a named volume, restore by stopping the container and untarring back into the same volume. Back up the volume **and** `WF_SECRET_KEY` together. Either alone is useless: the volume holds encrypted secrets that only the key can decrypt. ## Reverse proxy For HTTPS and a real domain, put Wealthfolio behind a reverse proxy. See [**Reverse proxy setup**](https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/) for Nginx, Caddy, Traefik, and NPM examples. ## Troubleshooting ### Container won’t start ```bash docker logs wealthfolio ``` | Log says | Fix | | --- | --- | | `WF_SECRET_KEY missing or invalid` | Set the variable; must decode to exactly 32 bytes (use `openssl rand -base64 32`) | | `Address already in use` | Change the host port: `-p 3000:8088` | | `Permission denied` on `/data` | Volume is owned by `root` (pre-`v3.4.0` upgrade) or the bind-mount path isn’t writable by UID `1000`. Run the chown step in the upgrade callout above. | ### Login rejects the right password Most common cause: the hash captured a trailing newline (you used `echo -n` instead of `printf`), or the `$` characters got eaten by your shell. Regenerate with `printf` and quote the value with single quotes when passing via `-e`. ### CORS errors in browser console `WF_CORS_ALLOW_ORIGINS` must match your browser’s address bar **exactly**: scheme, host, and port all have to line up. If you access via `http://192.168.1.10:8088`, that exact string is what goes in. * * * --- # Self-Hosting Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/ # Self-Hosting Wealthfolio Run Wealthfolio on your own infrastructure. Pick the platform that fits your setup, from Docker to Unraid, Proxmox, or Coolify. * * * Last updated September 8, 2026 Wealthfolio is local-first by design. The desktop app keeps everything on your machine. The **web edition** packages the same engine into a single Docker image so you can run it on a homelab, NAS, or VPS and access it from any browser. This guide is split into platform-specific pages. Pick the one that matches how you already host services. ## Image Multi-arch (`linux/amd64`, `linux/arm64`), published on every release: | Registry | Image | | --- | --- | | Docker Hub | `wealthfolio/wealthfolio:latest` | | GHCR | `ghcr.io/wealthfolio/wealthfolio:latest` | The legacy `afadil/wealthfolio` Docker Hub image is still published on every release as a backwards-compat mirror, so existing compose files don’t need changes. Pin to a specific tag (e.g. `3.3.0`) in production rather than `latest`. ## Pick your platform | You already use… | Read this | | --- | --- | | Plain Docker on a Linux box | [**Docker**](https://wealthfolio.app/docs/guide/self-hosting/docker/) | | Docker Compose / a `compose.yml` workflow | [**Docker Compose**](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/) | | **Unraid** (NAS / homelab) | [**Unraid**](https://wealthfolio.app/docs/guide/self-hosting/unraid/) | | **Proxmox VE** (LXC or VMs) | [**Proxmox**](https://wealthfolio.app/docs/guide/self-hosting/proxmox/) | | **Coolify** (self-hosted PaaS) | [**Coolify**](https://wealthfolio.app/docs/guide/self-hosting/coolify/) | | Something else | [**Docker**](https://wealthfolio.app/docs/guide/self-hosting/docker/) (works anywhere Docker runs) | After install, all platforms share the same configuration: - 📋 [**Configuration reference**](https://wealthfolio.app/docs/guide/self-hosting/configuration/): every `WF_*` env var explained, plus Argon2 hash escaping - 🌐 [**Reverse proxy setup**](https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/): Nginx, Caddy, Traefik, NPM examples for HTTPS ## What you’ll need before you start Two values are required in every deployment: 1. **A 32-byte secret key** that encrypts your stored API keys and signs JWTs: ```bash openssl rand -base64 32 ``` Save this somewhere safe. Losing it means losing access to all stored broker credentials and exchange API keys. 2. **A login password hash** (Argon2id PHC string): ```bash printf 'your-password' | argon2 yoursalt16chars! -id -e ``` (`brew install argon2`, `apt install argon2`, or use [argon2.online](https://argon2.online/).) Both go into environment variables your platform will ask for. The [Configuration reference](https://wealthfolio.app/docs/guide/self-hosting/configuration/) walks through every variable. Use `printf` (not `echo -n`) when generating the hash. `echo` adds a trailing newline on some shells that breaks login silently. ## Quick taste: Docker one-liner If you just want to kick the tires: ```bash docker run --rm -d \ --name wealthfolio \ -p 8088:8088 \ -v wealthfolio-data:/data \ -e WF_LISTEN_ADDR=0.0.0.0:8088 \ -e WF_DB_PATH=/data/wealthfolio.db \ -e WF_SECRET_KEY=$(openssl rand -base64 32) \ -e WF_AUTH_PASSWORD_HASH='$argon2id$v=19$m=19456,t=2,p=1$...' \ -e WF_CORS_ALLOW_ORIGINS=http://localhost:8088 \ wealthfolio/wealthfolio:latest ``` Open `http://localhost:8088` and log in with your password. For anything beyond a quick try, follow the platform-specific guide above. ## Troubleshooting ### ”attempt to write a readonly database” / permission denied after upgrade Starting with **3.4.0**, the container runs as UID 1000 instead of root. If your existing data volume was created by an older (root-running) image, SQLite can’t write to it. **Fix:** stop the container, then `chown` the data volume to UID 1000: ```bash docker stop wealthfolio sudo chown -R 1000:1000 /path/to/your/wealthfolio/data docker start wealthfolio ``` If you’re using a named Docker volume (e.g. `wealthfolio-data`), find its mount point: ```bash docker volume inspect wealthfolio-data # look for "Mountpoint" sudo chown -R 1000:1000 /var/lib/docker/volumes/wealthfolio-data/_data ``` Do **not** run `chmod 777` as a shortcut. Wealthfolio’s container is intentionally non-root. Fix the ownership instead of opening the volume to everyone. ### Prices aren’t updating in self-hosted Three likely causes, in order of frequency: 1. **The market-data provider can’t be reached.** If you’ve sandboxed outbound DNS or block egress, allow connections to your provider host (e.g. `query1.finance.yahoo.com`). 2. **Symbol delisted or returned bad data.** Open the [Health Center](https://wealthfolio.app/docs/guide/health-center/). It flags suspect or stale quotes. Switch the asset to manual quotes if the source no longer publishes prices. 3. **Custom provider points to a private/internal IP.** If you’ve hardened your network or sit behind a reverse proxy, make sure the Wealthfolio process can resolve and reach the host. Test the provider URL from inside the container or the same shell Wealthfolio runs from before assuming the issue is in the app. ### Why is my self-hosted instance hitting `wealthfolio.app`? The release-check ping. It asks the public site whether a newer version is available and carries no portfolio data. To disable it, toggle off **Settings → General → Check for updates automatically** in the app — the setting is stored per instance as `auto_update_check_enabled`. ### Required environment variables The container won’t start without these: | Variable | What it is | | --- | --- | | `WF_SECRET_KEY` | 32-byte secret (base64). Encrypts stored API keys + signs JWTs. Losing it locks you out of broker creds. | | `WF_AUTH_PASSWORD_HASH` | Argon2id PHC hash of your login password. Use `printf '…' | argon2 …`, never `echo -n`. | | `WF_LISTEN_ADDR` | Bind address inside the container (typically `0.0.0.0:8088`). | | `WF_DB_PATH` | Absolute path to the SQLite file (typically `/data/wealthfolio.db`). | | `WF_CORS_ALLOW_ORIGINS` | Comma-separated origins allowed to call the API (set to your reverse-proxy URL). | Full reference: [Configuration](https://wealthfolio.app/docs/guide/self-hosting/configuration/). ### Which Docker image should I pull? | Registry | Image | Notes | | --- | --- | --- | | Docker Hub | `wealthfolio/wealthfolio` | Primary, recommended. | | GHCR | `ghcr.io/wealthfolio/wealthfolio` | Mirror on every release. | | Legacy | `afadil/wealthfolio` | Still published as a mirror so old compose files work. | Pin to a specific tag in production (e.g. `wealthfolio/wealthfolio:3.4.0`). `latest` will follow new majors and can ship breaking changes. ### OIDC / SSO Supported on the web edition. Sign in through any OpenID Connect provider (Authentik, PocketID, Authelia, Keycloak, …) alongside or instead of the shared password — a successful SSO login mints the same session. Enable it with the `WF_OIDC_*` variables; see [Configuration → Single Sign-On (OIDC)](https://wealthfolio.app/docs/guide/self-hosting/configuration/#single-sign-on-oidc). Closes [#592](https://github.com/wealthfolio/wealthfolio/issues/592). ## Getting help - **Discord**: [discord.gg/WDMCY6aPWK](https://discord.gg/WDMCY6aPWK) - **GitHub Issues**: [github.com/wealthfolio/wealthfolio/issues](https://github.com/wealthfolio/wealthfolio/issues) - **Source**: [github.com/wealthfolio/wealthfolio](https://github.com/wealthfolio/wealthfolio) (AGPL-3.0) * * * --- # Proxmox VE | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/proxmox/ # Proxmox VE Three install paths on Proxmox (community-scripts LXC, Docker inside an LXC, or Docker inside a VM). Pick based on how you already run services. * * * Last updated September 8, 2026 There are three sensible ways to run Wealthfolio on Proxmox. Pick based on how you already run other services. | Approach | Pros | Cons | | --- | --- | --- | | [LXC via community-scripts](https://wealthfolio.app/docs/guide/self-hosting/proxmox/#lxc) | Native execution, lowest overhead, fits the Proxmox idiom (no Docker-in-LXC) | Builds from source (~15–25 min on a typical homelab CPU on first install, [#563](https://github.com/wealthfolio/wealthfolio/issues/563)) | | [Docker inside an LXC](https://wealthfolio.app/docs/guide/self-hosting/proxmox/#docker-lxc) | Fast install (image pull only), easy updates | Docker-in-LXC needs nesting + a couple of LXC tweaks | | [Docker inside a VM](https://wealthfolio.app/docs/guide/self-hosting/proxmox/#docker-vm) | Most isolated, no LXC quirks | Higher RAM/CPU overhead than LXC | If you’re already a community-scripts user, **stick with the LXC path**. If you already run a Docker host VM on Proxmox, **just deploy the container there** like any other service. See [**Docker Compose**](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/). ## 1\. LXC via community-scripts (recommended) The [community-scripts](https://community-scripts.github.io/ProxmoxVE/) project maintains an installer that creates a Debian 13 LXC, installs all dependencies, builds Wealthfolio from source, and registers a systemd service. ### Install Open a shell on the **Proxmox host** (not inside an existing container) and run: ```bash bash -c "$(curl -fsSL https://raw.githubusercontent.com/community-scripts/ProxmoxVE/main/ct/wealthfolio.sh)" ``` The script prompts for resources. The defaults are sensible: | Resource | Default | Notes | | --- | --- | --- | | OS | Debian 13 | | | CPU | 4 cores | Used heavily during the initial Rust build, can be lowered after. | | RAM | 4096 MB | Same: the build is the peak; ~256 MB at runtime. | | Disk | 10 GB | | | Privileged | No | Unprivileged container | | Port | 8080 | Note: the official Docker image uses 8088, this script uses 8080. | When the script finishes: - WebUI: `http://:8080` - Login credentials: `/root/wealthfolio.creds` inside the container (`pct enter ` then `cat ~/wealthfolio.creds`) - `WF_SECRET_KEY` is generated for you and persisted in `/etc/systemd/system/wealthfolio.service`. **Back this file up** along with `/opt/wealthfolio_data/`. ### Layout inside the LXC | Path | Purpose | | --- | --- | | `/opt/wealthfolio` | Source + built static assets (`dist/`) | | `/opt/wealthfolio_data/wealthfolio.db` | SQLite database | | `/usr/local/bin/wealthfolio-server` | Compiled server binary | | `/etc/systemd/system/wealthfolio.service` | Systemd unit (holds env vars including the key) | ### Updating Re-run the installer one-liner. The script’s `update` path pulls the latest release tag, rebuilds, and restarts the service. **Heads-up: long builds.** Wealthfolio doesn’t yet ship prebuilt Linux binaries, so each install/update compiles the Rust server from scratch (~15–25 min depending on CPU). Tracked in [#563](https://github.com/wealthfolio/wealthfolio/issues/563). The Docker paths below avoid this entirely. ## 2\. Docker inside an LXC If you already run a Docker-host LXC for other services, just add Wealthfolio to it. Otherwise, create a small unprivileged Debian/Ubuntu LXC first. ### LXC requirements for Docker In the LXC’s config (`/etc/pve/lxc/.conf` on the Proxmox host): ```plaintext features: nesting=1,keyctl=1 ``` Unprivileged containers running storage-driver `overlay2` may also need: ```plaintext lxc.apparmor.profile: unconfined lxc.cap.drop: ``` (Drop these only if you understand the security tradeoff. Privileged LXCs sidestep most of this but lose isolation.) ### Install Wealthfolio Inside the LXC, install Docker + Compose, then follow the [**Docker Compose**](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/) guide. Quick version: ```bash mkdir -p /opt/wealthfolio && cd /opt/wealthfolio # Generate secrets WF_SECRET_KEY=$(openssl rand -base64 32) apt install -y argon2 WF_AUTH_PASSWORD_HASH=$(printf 'changeme' | argon2 yoursalt16chars! -id -e) cat > .env <:8088`. Data lives in the `wealthfolio-data` Docker volume. **Upgrading from a pre-`v3.4.0` image?** The container now runs as non-root UID `1000`. Existing volumes were written by the old `root` image — chown once before starting the new image using the snippet below. ```bash # Compose prefixes the volume with the project name (the directory you ran # `docker compose` from). Run `docker volume ls` to confirm — the name is # usually `wealthfolio_wealthfolio-data`. Substitute it below if different. docker compose down docker run --rm -v wealthfolio_wealthfolio-data:/data alpine chown -R 1000:1000 /data docker compose up -d ``` ## 3\. Docker inside a VM Same flow as a normal Docker host. Nothing Proxmox-specific. Spin up a Debian/Ubuntu VM, install Docker, and follow [**Docker**](https://wealthfolio.app/docs/guide/self-hosting/docker/) or [**Docker Compose**](https://wealthfolio.app/docs/guide/self-hosting/docker-compose/). This is the right choice if you don’t want to fiddle with LXC nesting or if you’re already running a “docker VM” pattern. ## Reverse proxy For HTTPS and a real domain, see [**Reverse proxy setup**](https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/). ## Troubleshooting | Symptom | Fix | | --- | --- | | LXC install fails near `cargo build` with OOM | Bump RAM to 6–8 GB during the build, drop it back after. | | Docker container restarts: `WF_SECRET_KEY` missing | The variable wasn’t picked up. Check `.env` has single-quoted values. | | Login screen rejects the right password | Hash captured a trailing newline (use `printf`, not `echo`) or `$` chars got eaten. | | LXC runs but isn’t reachable on the LAN | Check the LXC’s network bridge and firewall; the service binds `0.0.0.0`. | ## Reference - LXC installer source: [community-scripts/ProxmoxVE → ct/wealthfolio.sh](https://github.com/community-scripts/ProxmoxVE/blob/main/ct/wealthfolio.sh) - Build/install steps: [community-scripts/ProxmoxVE → install/wealthfolio-install.sh](https://github.com/community-scripts/ProxmoxVE/blob/main/install/wealthfolio-install.sh) - Prebuilt-binary tracking issue: [#563](https://github.com/wealthfolio/wealthfolio/issues/563) * * * --- # Reverse Proxy Setup | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/ # Reverse Proxy Setup Front Wealthfolio with Nginx, Caddy, Traefik, or Nginx Proxy Manager for HTTPS, custom domains, and integration with your existing edge. * * * Last updated September 8, 2026 For anything beyond LAN access, put Wealthfolio behind a reverse proxy. The container speaks plain HTTP on port `8088`. Your proxy terminates TLS and adds the niceties (HSTS, gzip, access logs). ## Before you start Whichever proxy you use, two settings on Wealthfolio matter: 1. **`WF_CORS_ALLOW_ORIGINS`** must match the **public** URL you’ll access the app from. Scheme, host, and port all have to match exactly. 2. **`WF_LISTEN_ADDR=0.0.0.0:8088`** so the proxy can reach the container. (Already the default in our compose / Unraid templates.) If your proxy handles authentication (Authentik, Authelia, Cloudflare Access, Coolify built-in), set `WF_AUTH_REQUIRED=false` and clear `WF_AUTH_PASSWORD_HASH`. If you use the official Compose files and your proxy runs on the same Docker network, start Wealthfolio with the proxy override: ```bash docker compose --env-file .env -f compose.yml -f compose.proxy.yml up -d ``` That removes the host port publish and keeps Wealthfolio reachable only to containers on the Docker network at `http://wealthfolio:8088`. ## Caddy Caddy is the simplest path: automatic HTTPS via Let’s Encrypt, zero config beyond the domain. ```plaintext wealthfolio.example.com { reverse_proxy localhost:8088 } ``` Or, if Wealthfolio is on the same Docker network as Caddy: ```plaintext wealthfolio.example.com { reverse_proxy wealthfolio:8088 } ``` Then in your Wealthfolio env: `WF_CORS_ALLOW_ORIGINS=https://wealthfolio.example.com`. ## Nginx ```nginx server { listen 443 ssl http2; server_name wealthfolio.example.com; ssl_certificate /etc/letsencrypt/live/wealthfolio.example.com/fullchain.pem; ssl_certificate_key /etc/letsencrypt/live/wealthfolio.example.com/privkey.pem; # Optional but recommended add_header Strict-Transport-Security "max-age=31536000" always; client_max_body_size 25M; location / { proxy_pass http://localhost:8088; proxy_http_version 1.1; proxy_set_header Host $host; proxy_set_header X-Real-IP $remote_addr; proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; proxy_set_header X-Forwarded-Proto $scheme; proxy_set_header Upgrade $http_upgrade; proxy_set_header Connection "upgrade"; proxy_read_timeout 60s; } } server { listen 80; server_name wealthfolio.example.com; return 301 https://$host$request_uri; } ``` ## Traefik (Docker labels) Add labels to your Wealthfolio container in `compose.yml` (or `compose.override.yml`): ```yaml services: wealthfolio: image: wealthfolio/wealthfolio:latest networks: - traefik labels: - traefik.enable=true - traefik.http.routers.wealthfolio.rule=Host(`wealthfolio.example.com`) - traefik.http.routers.wealthfolio.entrypoints=websecure - traefik.http.routers.wealthfolio.tls.certresolver=letsencrypt - traefik.http.services.wealthfolio.loadbalancer.server.port=8088 # Optional HTTP→HTTPS redirect - traefik.http.routers.wealthfolio-http.rule=Host(`wealthfolio.example.com`) - traefik.http.routers.wealthfolio-http.entrypoints=web - traefik.http.routers.wealthfolio-http.middlewares=https-redirect - traefik.http.middlewares.https-redirect.redirectscheme.scheme=https networks: traefik: external: true ``` ## Nginx Proxy Manager (NPM) NPM’s UI flow: 1. **Hosts → Proxy Hosts → Add Proxy Host**. 2. **Domain Names**: `wealthfolio.example.com` 3. **Forward Hostname / IP**: `wealthfolio` (Docker network) or your LAN IP 4. **Forward Port**: `8088` 5. ✅ **Block Common Exploits** 6. ✅ **Websockets Support** 7. **SSL tab**: request a new Let’s Encrypt cert, enable Force SSL + HTTP/2. 8. Save. ## SWAG (LinuxServer.io) If you run SWAG, drop a config file at `/config/nginx/proxy-confs/wealthfolio.subdomain.conf`: ```nginx server { listen 443 ssl http2; listen [::]:443 ssl http2; server_name wealthfolio.*; include /config/nginx/ssl.conf; location / { include /config/nginx/proxy.conf; include /config/nginx/resolver.conf; set $upstream_app wealthfolio; set $upstream_port 8088; set $upstream_proto http; proxy_pass $upstream_proto://$upstream_app:$upstream_port; } } ``` Then make sure SWAG and the Wealthfolio container share a Docker network. ## Cloudflare Tunnel If you don’t want to open ports at all, use Cloudflare Tunnel (`cloudflared`): 1. Install `cloudflared` on the host running Wealthfolio. 2. `cloudflared tunnel create wealthfolio` 3. Map a public hostname to `http://localhost:8088`. Set `WF_CORS_ALLOW_ORIGINS=https://wealthfolio.example.com`. Cloudflare handles TLS at the edge. Cloudflare Tunnel proxies through Cloudflare’s network. If you’ve enabled Cloudflare Access in front, set `WF_AUTH_REQUIRED=false` and rely on Access. Otherwise you’ll have two auth layers and possible cookie conflicts. ## Common gotchas | Issue | Fix | | --- | --- | | `502 Bad Gateway` | Container isn’t reachable from the proxy. Check the upstream host/port and that they share a network. | | `CORS error` in browser console | `WF_CORS_ALLOW_ORIGINS` must match the URL in your address bar exactly. Add the scheme (`https://`). | | Session lost after a few clicks | Proxy isn’t forwarding cookies properly. Make sure `proxy_set_header Host $host` (or equivalent) is set. | | Login screen loops | Mixed content: proxy serves HTTPS but `WF_CORS_ALLOW_ORIGINS` is still `http://...`. Update both. | ## After the proxy is up If you set up authentication-at-the-edge (Authentik, Authelia, etc.), disable Wealthfolio’s built-in auth so users only log in once: ```plaintext WF_AUTH_REQUIRED=false WF_AUTH_PASSWORD_HASH= ``` * * * --- # Unraid | Wealthfolio Source: https://wealthfolio.app/docs/guide/self-hosting/unraid/ # Unraid Install Wealthfolio on Unraid via Community Apps, with the official template covering ports, volumes, and required environment variables. * * * Last updated September 8, 2026 Wealthfolio runs as a standard Docker container on Unraid, configured through Unraid’s Docker tab. The Community Apps (CA) template covers ports, volumes, and required env vars. You just fill in the secrets. ## Prerequisites - Unraid 6.10 or newer - The **Community Applications** plugin - A directory under `/mnt/user/appdata/` for persistent data (template defaults to `/mnt/user/appdata/wealthfolio`) ## Install from Community Apps 1. Open the **Apps** tab in the Unraid web UI. 2. Search for **Wealthfolio**. 3. Click **Install**, fill in the required values below, click **Apply**. That’s it. The container starts, and the WebUI is reachable at `http://:8088`. ## Manual sideload (power users) If you want to test a newer template before CA picks it up, or run a template Squid hasn’t approved yet, sideload it directly from the project repo. SSH into Unraid (or use the WebTerminal): ```bash mkdir -p /boot/config/plugins/dockerMan/templates-user curl -fsSL \ https://raw.githubusercontent.com/wealthfolio/wealthfolio/main/docs/self-host/unraid/template.xml \ -o /boot/config/plugins/dockerMan/templates-user/my-wealthfolio.xml ``` Then in Unraid: **Docker → Add Container → Template dropdown → User templates → wealthfolio**. ## Required values | Field | What to enter | | --- | --- | | **WebUI Port** | Host port to expose. Default `8088`. Change if it clashes. | | **Appdata** | Leave at `/mnt/user/appdata/wealthfolio` unless you have a reason to move it. | | **WF\_SECRET\_KEY** | `openssl rand -base64 32`. **Back this up**, losing it means losing all secrets. | | **WF\_AUTH\_PASSWORD\_HASH** | Argon2id PHC hash of your login password (see below). | | **WF\_CORS\_ALLOW\_ORIGINS** | The exact origin you’ll use, e.g. `http://192.168.1.10:8088`. | ### Generating the password hash On any machine with `argon2` installed (`brew install argon2`, `apt install argon2`, or [argon2.online](https://argon2.online/)): ```bash printf 'your-password' | argon2 yoursalt16chars! -id -e ``` Copy the entire output (starts with `$argon2id$v=19$...`) into the `WF_AUTH_PASSWORD_HASH` field. Unraid handles the `$` escaping for you, so paste the **raw** hash. Do not double the dollar signs like you would in a Compose `.env` file. ## Permissions The image runs as a non-root user (UID `1000`) by default. The Unraid template overrides this with `--user=99:100` in `` so the container matches Unraid’s standard `nobody:users` appdata ownership. Fresh installs work without any host-side `chown`. **Upgrading from a pre-`v3.4.0` image?** Older images ran as `root`, so existing data under `/mnt/user/appdata/wealthfolio` is owned by `root:root` and the new container can’t write to it. Run the chown below once on the Unraid host (via the WebTerminal or SSH), then start the container. ```bash chown -R 99:100 /mnt/user/appdata/wealthfolio ``` ## Reverse proxy (SWAG, NPM, Traefik) If you front Wealthfolio with a proxy: - Set `WF_CORS_ALLOW_ORIGINS` to the public HTTPS URL. - Forward to the container’s host port (default `8088`). - Standard websocket / `Host` header proxying. No special config needed. - If your proxy authenticates, set **WF\_AUTH\_REQUIRED** to `false` (advanced view) and clear `WF_AUTH_PASSWORD_HASH`. See [**Reverse proxy setup**](https://wealthfolio.app/docs/guide/self-hosting/reverse-proxy/) for full examples. ## Backups Everything lives in the appdata volume: - `wealthfolio.db`: your portfolio data - `secrets.json`: encrypted with `WF_SECRET_KEY` Back up the volume **and** the secret key together. Either alone is useless. Tools like CA Backup / Restore Appdata work fine. ## Updating In the **Docker** tab, click the container → **Force Update**. The template tracks `wealthfolio/wealthfolio:latest`; switch the **Repository** field to a specific tag (e.g. `wealthfolio/wealthfolio:3.3.0`) for production stability. ## Troubleshooting | Symptom | Likely cause | | --- | --- | | Container restart loop, log says `WF_SECRET_KEY` missing | The variable wasn’t set, or isn’t 32 bytes when base64-decoded. Regenerate with `openssl rand -base64 32`. | | Login screen rejects correct password | Hash was generated with `echo -n` (trailing newline) or pasted with extra whitespace. Regenerate with `printf`. | | CORS errors in browser console | `WF_CORS_ALLOW_ORIGINS` doesn’t match the URL in your address bar (scheme + host + port must match exactly). | | Port already in use | Change the **WebUI Port** field to a free host port. | | Container restart loop, log says `Permission denied` on `/data` | Upgrading from a pre-`v3.4.0` image. Run `chown -R 99:100 /mnt/user/appdata/wealthfolio` once on the Unraid host. | ## Configuration reference Every variable the container reads is documented in [**Configuration**](https://wealthfolio.app/docs/guide/self-hosting/configuration/). * * * --- # Settings Reference | Wealthfolio Source: https://wealthfolio.app/docs/guide/settings/ # Settings Reference Configure Wealthfolio — base currency and timezone, language and region formats, accounts and portfolios, data, market-data and AI connections, and appearance. * * * Last updated September 8, 2026 Open **Settings** from the bottom of the sidebar. Options are grouped into **Preferences**, **Finance**, **Data**, **Connections**, and **Extensions**, plus **About**. ![Settings, grouped into Preferences, Finance, Data, Connections, and Extensions](https://assets.wealthfolio.app/images/screenshots/app/settings.png) ![Settings, grouped into Preferences, Finance, Data, Connections, and Extensions](https://assets.wealthfolio.app/images/screenshots/app/settings-dark.png) Settings, grouped into Preferences, Finance, Data, Connections, and Extensions ## Preferences ### General - **Base Currency** — the currency every total and report is converted to. All balances and transactions are converted using market exchange rates (see [Exchange rates](https://wealthfolio.app/docs/guide/settings/#exchange-rates)). - **Timezone** — the timezone used for dates, daily buckets, and yearly contribution-limit boundaries. - **Automatic Updates** — when enabled, Wealthfolio checks for app updates on startup. #### Exchange rates Exchange rates are added and refreshed automatically from your market-data providers. The **General** page lists the current rates so you can review them, and lets you **add a custom rate** for any pair the providers don’t cover: 1. Click **Add rate**. 2. Choose the **From** and **To** currencies and enter the **rate**. 3. Save. Wealthfolio also handles currency variants automatically — for example pence vs. pounds (`GBp` ↔ `GBP`, 100 : 1) for securities priced in cents. ⚠️ Manually added rates aren’t auto-updated, so review them periodically. ### Language & Region Two independent settings, so changing the interface language never changes your financial and date conventions: - **Language** — the language of UI text and control labels. Wealthfolio ships English, Français, Deutsch, Español, 简体中文, 日本語, and 한국어. - **Region & formats** — dates, times, decimal separators, percentages, and currency presentation. Eleven options: System, Canada, United States, United Kingdom, France, Germany, Spain, Mexico, China, Japan, and South Korea. Date order (`dd/MM/yyyy` vs. `MM/dd/yyyy`) and 12- vs. 24-hour time follow the region you pick, and the page shows a live preview of dates, numbers, currency, and time. **System** takes the operating system’s own locale, which covers regions without a dedicated entry. Amount fields accept your region’s decimal separator, and add-ons receive the same locale settings as the app. The separate **Region & formats** setting arrived in 3.7. Before that, formatting followed the interface language. ### Appearance - **Theme** — Light, Dark, or follow your system. - **Font** — choose Mono, Serif, or Sans for the interface. ## Finance ### Accounts Add, edit, group, hide, or archive your accounts, and set tracking mode and currency. See the [Accounts & Portfolios](https://wealthfolio.app/docs/guide/accounts/) guide. ### Portfolios Build **named reporting scopes** across a set of accounts, then select them from the account picker anywhere in the app. See [Accounts & Portfolios](https://wealthfolio.app/docs/guide/accounts/#portfolios). ### Contribution Limits Track contribution room for tax-advantaged accounts (IRA, 401(k), TFSA, RRSP…). See [Contribution Limits](https://wealthfolio.app/docs/guide/contribution-limits/). ### Spending Tracker Opt accounts into spending, manage categorization rules, budgets, and life events. See [Spending & Budgets](https://wealthfolio.app/docs/guide/spending-budgets/). ## Data ### Securities Review and manage the instruments in your portfolio — tickers, custom/alternative assets, and their data settings. ### Classifications Edit the taxonomies (asset class, industry/sector, region, risk, and custom groups) that power [Portfolio Insights](https://wealthfolio.app/docs/guide/dashboards/) and [Allocation Targets](https://wealthfolio.app/docs/guide/allocation-targets/). AI can help fill in missing tags. ### Backup & Export Export your data or back up your local database. See [Export & Backup](https://wealthfolio.app/docs/guide/data-export/). ## Connections ### Wealthfolio Connect Optional, end-to-end-encrypted brokerage and device sync. See [Connect & Broker Sync](https://wealthfolio.app/docs/guide/connect-broker-sync/). ### Market Data Choose which built-in providers are active and add your own. See [Market Data Providers](https://wealthfolio.app/docs/guide/custom-providers/). ### AI Providers Connect an AI provider (or a local model) and pick a default model for the [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/). ### AI Agent Access Create and manage scoped access tokens for AI agents and the MCP server. See [MCP Server](https://wealthfolio.app/docs/guide/mcp-server/). ## Extensions ### Add-ons Install and manage community add-ons that extend Wealthfolio. See [Add-ons](https://wealthfolio.app/docs/addons/). ## About App version, links, and update controls. * * * --- # Spending & Budgets | Wealthfolio Source: https://wealthfolio.app/docs/guide/spending-budgets/ # Spending & Budgets Track cash flow alongside your investments. Categorize transactions, build budgets, mark life events, and read narrative spending insights. * * * Last updated September 8, 2026 Spending & Budgets, introduced in **3.5**, brings your day-to-day cash flow into Wealthfolio, right next to your investments. Categorize transactions automatically, set budgets that fit how you actually spend, tag life events, and read an insights page that explains where your money went. > Everything here is computed locally from activities already in your accounts. Nothing about your spending leaves your device. ![Spending overview with categories, budget progress, and trends](https://assets.wealthfolio.app/images/screenshots/spending/spending-overview.png) ![Spending overview with categories, budget progress, and trends](https://assets.wealthfolio.app/images/screenshots/spending/spending-overview-dark.png) Spending overview with categories, budget progress, and trends ## Choosing spending accounts Spending features work across the accounts you opt in. You can include multiple **cash** and **credit-card** accounts; their activities are aggregated into one cash-flow view. - **Charges** (withdrawals, fees, interest) count as spending. - **Refunds / credits** reduce spending. - **Credit-card payments** move money between your own accounts, so they stay visible without double-counting as spending. - Money moving from a cash account into an investing account is classified as **Saving**, kept in its own bucket rather than counted as spend. Credit cards are fully supported. Track card spending, payments, and transfers in one place without inflating your totals. ## Categorizing transactions Every transaction can be assigned to a category. You set up rules once, and Wealthfolio categorizes new transactions for you, with AI to help with whatever’s left. ### Rules A rule matches a transaction’s description and assigns a category. Each rule has: | Setting | Options | | --- | --- | | Match type | `contains`, `starts with`, `exact`, or `regex` | | Pattern | The text or expression to match against the description | | Priority | Higher-priority rules win when several rules match | | Scope | All accounts or a specific account | | Taxonomy | Spending category, income source, or savings category | You can start from **rule presets** (a library of common merchant/category rules), then tweak them. Rules can be **re-run** against all transactions or only the uncategorized ones, and Wealthfolio tracks how each assignment was made (rule, AI suggestion, or your own override). ![Categorization rules with match types, priorities, and presets](https://assets.wealthfolio.app/images/screenshots/spending/spending-rules.png) ![Categorization rules with match types, priorities, and presets](https://assets.wealthfolio.app/images/screenshots/spending/spending-rules-dark.png) Categorization rules with match types, priorities, and presets ### AI suggestions For transactions no rule covers, the AI assistant can propose categories. Review the proposals, accept the ones that look right, and optionally turn them into reusable rules. See the [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/) guide for setup. A single transaction can hold more than one assignment. For example, it can be split across a spending category and a savings category, each with its own weight. ## Budgets Open **Budgets** to plan a month and watch actuals fill in against your targets. ### Groups and targets Categories are organized into **budget groups**: Needs, Wants, Savings, Giving, Personal, and Other by default, each with its own colour and icon. You can budget at two levels: - **Category targets**: a monthly target per category. - **Group buffer**: an extra amount at the group level. The group total is the sum of its category targets plus its buffer. ### Monthly periods, rollovers, and copy - Budgets are scoped to a month (a `YYYY-MM` period). Default targets apply to every month, and you can **override** any single month. - **Rollover** carries an unused or overspent balance forward into the next month. Enable it per category or per group. - **Copy last month** clones a previous month’s plan into the current one in a click, so you don’t rebuild your budget every month. The budget snapshot shows, per category and group: the target, the actual spend, the remaining amount (`target − actual`), and an **overspent** flag when you’ve gone over. ![Budget editor with groups, category targets, and rollover settings](https://assets.wealthfolio.app/images/screenshots/spending/spending-budget.png) ![Budget editor with groups, category targets, and rollover settings](https://assets.wealthfolio.app/images/screenshots/spending/spending-budget-dark.png) Budget editor with groups, category targets, and rollover settings ## Life events Mark events like a vacation, a wedding, or a home renovation on a timeline and tag the transactions that belong to them. Each event then totals up its true cost. - Events are date-ranged (a start and end date) and colour-tagged. Several event types are seeded, and you can create your own. - Tag any transaction to an event to include it in that event’s total. - An event summary shows the total spent, the transaction count, a breakdown by category, and a day-by-day spending chart. ![Events timeline with a per-event spending breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-events.png) ![Events timeline with a per-event spending breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-events-dark.png) Events timeline with a per-event spending breakdown ## Spending insights The **Insights** page reads like a short narrative in three stages. ### 1 · Where I am - **Pace**: your trailing 7-day average daily spend, days elapsed and remaining, and projected total for the period, compared against your budgeted pace. A health status reads `on track`, `approaching`, `over`, or `cashflow negative`. - **Spent this period**: the period total with a change versus the previous period, plus the category breakdown and top movers. - **Net cash flow**: income minus outflow minus saved, over time. - **Breakdown**: a hierarchical category table of actual versus budget. ### 2 · What changed - A plain-language headline (“You spent $X this period vs. $Y last period”) with the percentage change. - **Category movers**: what is new, what ended, and which categories rose or fell the most, ranked by impact. - Per-category sparklines and a table of the biggest increases and decreases. ### 3 · When & where - A **weekday × hour heatmap** of the last several weeks; click any cell to see the transactions in that time slot. - The **events** timeline, with each event expandable to its category breakdown and daily spend. ![Narrative insights: pace, cashflow, and the category breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-insights.png) ![Narrative insights: pace, cashflow, and the category breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-insights-dark.png) Narrative insights: pace, cashflow, and the category breakdown ### Multi-currency Spending is reported in your base currency. When transactions span several currencies, amounts are **FX-converted** using rates from the period-end date, and the page notes this. Native (original- currency) totals remain available so nothing is hidden behind the conversion. ### Drilling in Almost every number is clickable: - A **category** row opens a filtered transaction list (including its subcategories). - A **heatmap** cell opens the transactions for that weekday and hour. - An **event** opens its breakdown by category and daily spend. ## Related - [Activities](https://wealthfolio.app/docs/guide/activities/): how transactions get into Wealthfolio. - [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant/): AI category suggestions and assisted import. - [Allocation Targets & Rebalancing](https://wealthfolio.app/docs/guide/allocation-targets/): the other major 3.5 module. * * * --- # Wealthfolio Documentation Source: https://wealthfolio.app/docs/introduction/ # Wealthfolio Documentation Get started with Wealthfolio — a private, open-source investment tracker and personal finance app that runs locally. * * * Last updated September 8, 2026 Wealthfolio is a private, open-source investment tracker and personal finance app. Your data lives on your own machine in a local SQLite file — no subscriptions, no cloud, no lock-in. **New here?** Start with the [Quick Start](https://wealthfolio.app/docs/quick-start/): install, add an account, and see your first dashboard in a few minutes. ## Four pillars - **Investments** — holdings, performance, allocation, and income across every account. - **Net Worth** — assets and liabilities in one place, tracked over time. - **Spending** — categorize cash flow and set budgets. - **Planning** — goals, retirement and FIRE, rebalancing, and contribution limits. ## Use Wealthfolio your way #### Standalone Install Wealthfolio directly on your devices. - macOS, Windows, and Linux - iPhone and iPad (Android coming soon) - Runs locally - No server required - No account required [View](https://wealthfolio.app/download/) #### Self-hosted Run Wealthfolio on infrastructure you control. - Deploy with Docker - Access through a web browser - Manage your own hosting and data - Best for always-available browser access [View](https://wealthfolio.app/docs/guide/self-hosting/) Wealthfolio 3.7 requires macOS 12+ and iOS/iPadOS 16+. Windows uses the evergreen WebView2 runtime; Linux installations should keep WebKitGTK updated. Each version keeps its own local database — your data stays on your device (or your server, if self-hosted). To sync across devices with end-to-end encryption, or pull activities automatically from your broker, see [Wealthfolio Connect](https://wealthfolio.app/connect/). ## Explore the docs #### Quick Start Install and set up your first account. [View](https://wealthfolio.app/docs/quick-start/) #### Core Concepts Accounts, activities, tracking modes, and performance. [View](https://wealthfolio.app/docs/concepts/) #### User Guide Dashboards, activities, CSV import, goals, and more. [View](https://wealthfolio.app/docs/guide/) #### FAQ Answers to common questions. [View](https://wealthfolio.app/docs/faq/) * * * --- # Getting Started with Wealthfolio Source: https://wealthfolio.app/docs/quick-start/ # Getting Started with Wealthfolio Learn how to get started with Wealthfolio, the open-source desktop portfolio tracker. * * * Last updated September 8, 2026 Install Wealthfolio, add your accounts, and see your first dashboard — a few minutes, start to finish. For what each concept means, see [Core Concepts](https://wealthfolio.app/docs/concepts/). ## Installation 1. Visit the [download page](https://wealthfolio.app/download/) to get the latest version of Wealthfolio for your operating system. 2. Run the installer and follow the on-screen instructions. 3. Launch Wealthfolio after installation is complete. ## First Steps ### 1\. Launch Wealthfolio When launching Wealthfolio, you’ll be greeted with an onboarding wizard. This will guide you through the setup process and the key steps you’ll need to take to get started. Your browser does not support HTML5 video. Here is a [link to the video](https://assets.wealthfolio.app/videos/onboarding.mp4) instead. ### 2\. Add Your Accounts Add your investment, bank, or crypto accounts. 1. Click **Add your accounts**, or go to **Settings → Accounts**. 2. Fill out the account form: - **Account Name** — a display label (e.g. _Main Brokerage_). - **Account Group** — optional; groups related accounts on the dashboard (e.g. _RRSP_). - **Account Type** — Securities, Cash, Credit Card, or Crypto. - **Currency** — the account’s currency (set once, at creation). - **Tracking Mode** — **Transactions** (record every trade) or **Holdings** (enter balances as snapshots). See [Tracking Modes](https://wealthfolio.app/docs/concepts/tracking-modes/). See [Core Concepts](https://wealthfolio.app/docs/concepts/#account) for what each field means. 3. Click **Save**. Repeat for each account. ### 3\. Add or import activities Record your holdings and cash movements one of two ways: 1. Open **Activities** in the sidebar. 2. **Add manually**, or **upload a CSV**. See the [CSV Import guide](https://wealthfolio.app/docs/guide/csv-import/) for broker-specific recipes. The core app imports data manually or by CSV. For automatic broker sync, see the optional [Wealthfolio Connect](https://wealthfolio.app/connect/). ### 4\. Explore Your Dashboards After completing the initial setup, click “Let’s get started” to access your personalized Wealthfolio dashboard. Here, you can: - View an overview of your financial situation, including: - Aggregated portfolio history - Total market value of your portfolio - Overall gain/loss percentage - Total gain/loss amount - Set and monitor financial goals ![Wealthfolio Holdings Dashboard](https://assets.wealthfolio.app/images/landing/holdings-charts.webp)![Wealthfolio Holdings Dashboard](https://assets.wealthfolio.app/images/landing/holdings-charts-dark.webp)![Wealthfolio Income Dashboard](https://assets.wealthfolio.app/images/landing/income.webp)![Wealthfolio Income Dashboard](https://assets.wealthfolio.app/images/landing/income-dark.webp) The home page also displays a list of your accounts, each showing: - Account name - Current market value - Total gain/loss percentage - Total gain/loss amount This at-a-glance view allows you to quickly assess your overall financial health and the performance of individual accounts. ## Next steps - [User Guide](https://wealthfolio.app/docs/guide/) — dashboards, activities, goals, and more - [Core Concepts](https://wealthfolio.app/docs/concepts/) — how accounts, activities, and performance work - [CSV Import](https://wealthfolio.app/docs/guide/csv-import/) — bring in data from your broker - [MCP Server](https://wealthfolio.app/docs/guide/mcp-server/) — connect Claude, Cursor, or other AI agents to your portfolio * * * --- # AI Assistant | Wealthfolio Source: https://wealthfolio.app/features/ai-assistant/ [All features](https://wealthfolio.app/features/) Intelligence # AI Assistant A built-in assistant that understands your portfolio and does real work. Chat with your portfolio in plain English to surface insights, then let the assistant take action: import transactions end to end, suggest asset classifications, and propose spending categories. Bring your own API key or run local models, so your data only leaves your device if you choose a cloud provider. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![AI assistant chat with portfolio-aware answers and tool results](https://assets.wealthfolio.app/images/screenshots/ai/chat.png) ![AI assistant chat with portfolio-aware answers and tool results](https://assets.wealthfolio.app/images/screenshots/ai/chat-dark.png) AI assistant chat with portfolio-aware answers and tool results ### Ask Questions Chat with your portfolio in plain English. ### Smart Insights Get AI-powered analysis of your holdings. ## Ask anything about your money Start a thread and ask how your portfolio is doing, which holdings lead, what your dividend income looks like, or how your allocation breaks down. The assistant reads your real data through tools and answers with the numbers behind it. ### Plain-English answers Performance, holdings, income, and allocation on demand. ### Saved threads Pin and revisit conversations; each keeps its own model config. ![An all-time dividend income summary, answered from your own data](https://assets.wealthfolio.app/images/screenshots/ai/ask.png) ![An all-time dividend income summary, answered from your own data](https://assets.wealthfolio.app/images/screenshots/ai/ask-dark.png) An all-time dividend income summary, answered from your own data ## Import transactions by chat Hand the assistant a CSV and it parses the file, detects field mappings, previews validation status row by row, resolves new vs. existing assets, and imports once you confirm, saving a reusable import profile for next time. ### Guided import Parse, map, preview, and confirm with inline editing. ### Reusable profiles Templates remember each broker’s format. ![Assistant-driven import review grid with validation states](https://assets.wealthfolio.app/images/screenshots/ai/import.png) ![Assistant-driven import review grid with validation states](https://assets.wealthfolio.app/images/screenshots/ai/import-dark.png) Assistant-driven import review grid with validation states ## AI classification & categorization (preview) Let AI propose taxonomy classifications (asset type, industry, region) for holdings you haven’t labeled, and suggest spending categories for uncategorized transactions. You review and accept before anything is applied. ### Asset classification Fill in missing asset-type, sector, and region tags. ### Category suggestions Turn AI proposals into reusable spending rules. ![AI classification proposals awaiting your approval](https://assets.wealthfolio.app/images/screenshots/ai/classify.png) ![AI classification proposals awaiting your approval](https://assets.wealthfolio.app/images/screenshots/ai/classify-dark.png) AI classification proposals awaiting your approval ## Your keys, your choice Connect the provider you prefer or point at local models. The assistant works for you, and nothing is sent anywhere unless you opt into a cloud model. ![Provider and model settings with bring-your-own-key support](https://assets.wealthfolio.app/images/screenshots/ai/providers.png) ![Provider and model settings with bring-your-own-key support](https://assets.wealthfolio.app/images/screenshots/ai/providers-dark.png) Provider and model settings with bring-your-own-key support ## Related features ### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/) Understand what you actually own, by asset class, sector, and region. Learn more ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) See where your money goes, right alongside your investments. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Allocation Targets & Rebalance | Wealthfolio Source: https://wealthfolio.app/features/allocation-targets-rebalance/ [All features](https://wealthfolio.app/features/) New Module # Allocation Targets & Rebalance Define your ideal portfolio and get a clear plan to reach it. Set the portfolio you want, see how far you’ve drifted, and get a concrete rebalance plan that tells you exactly what to buy or sell. Start from a built-in model or design your own by region, sector, or asset type, then export the plan and act. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Allocation targets overview with current vs. target and drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview.png) ![Allocation targets overview with current vs. target and drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview-dark.png) Allocation targets overview with current vs. target and drift ### See Your Drift Instantly view how far each holding strays from target. ### Rebalance Plan Buy/sell suggestions from new cash, sells, or a smart mix. ## Choose a model Start from a built-in preset model (such as Balanced 60/40, Growth 80/20, or All Weather) or build your own target weights by asset class, industry, risk category, or region. Set targets across all accounts, a custom portfolio, or a single account. ### Presets or custom Begin from a model or define your own weights. ### Any taxonomy Target by asset class, sector, risk, or region. ![Target editor with preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model.png) ![Target editor with preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model-dark.png) Target editor with preset picker and weight sliders ## See your drift Instantly view how far each holding and category has strayed from its target. A tolerance band marks what’s in-band versus out-of-band, and the largest gaps are surfaced first. ### Drift, per category Overweight, underweight, or in-band at a glance. ### Tolerance band Set how much drift is acceptable before you act. ![Drift drivers card highlighting the largest gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift.png) ![Drift drivers card highlighting the largest gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift-dark.png) Drift drivers card highlighting the largest gaps ## Get a rebalance plan Wealthfolio suggests exactly what to buy or sell, by deploying new cash, selling overweight positions, or a smart mix of both. Choose whole or fractional shares, set a minimum trade size, and aim for the nearest band or the exact target. ### Three strategies Cash-flow only, sell to rebalance, or hybrid. ### Concrete trades Buy/sell, symbol, amount, shares, and the reason. ![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance.png) ![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance-dark.png) Suggested trades with before · target · after bars ## Export and act Download your plan as a CSV (complete with metadata and per-trade detail) or copy it as plain text to paste anywhere. Then place the trades with your broker. ![Export options: CSV download and copy-as-text](https://assets.wealthfolio.app/images/screenshots/allocation/export.png) ![Export options: CSV download and copy-as-text](https://assets.wealthfolio.app/images/screenshots/allocation/export-dark.png) Export options: CSV download and copy-as-text ## Related features ### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/) Understand what you actually own, by asset class, sector, and region. Learn more ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) See where your money goes, right alongside your investments. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Contribution Rooms & Limit Tracking | Wealthfolio Source: https://wealthfolio.app/features/contribution-limits/ [All features](https://wealthfolio.app/features/) Tax Accounts # Contribution Rooms & Limit Tracking Stay inside the lines on every tax-advantaged account. Stay on top of contribution limits for tax-advantaged accounts like IRAs, 401(k)s, and TFSAs. Track your available room and avoid over-contributing. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Contribution room tracker with used vs. available limits](https://assets.wealthfolio.app/images/screenshots/contribution-limits/limits.png) ![Contribution room tracker with used vs. available limits](https://assets.wealthfolio.app/images/screenshots/contribution-limits/limits-dark.png) Contribution room tracker with used vs. available limits ### Limit Awareness Know your contribution limits. ### Avoid Over-Contribution Prevent excess contributions. ## Know your room See how much contribution room you have left on each account so you can plan deposits with confidence. ### Limit awareness Always know your remaining contribution room. ### Avoid over-contribution Stop before you cross a limit. ![Per-account limit usage for the contribution year](https://assets.wealthfolio.app/images/screenshots/contribution-limits/account.png) ![Per-account limit usage for the contribution year](https://assets.wealthfolio.app/images/screenshots/contribution-limits/account-dark.png) Per-account limit usage for the contribution year ## Related features ### [Goals & Save-Up Planner](https://wealthfolio.app/features/goals-saveup-planner/) Set a target, link the accounts that fund it, and see when you’ll arrive. Learn more ### [Retirement & FIRE Planner](https://wealthfolio.app/features/retirement-fire-planner/) Simulate your portfolio year by year, and stress-test the plan. Learn more ### [Investments Tracking](https://wealthfolio.app/features/investments-tracking/) Every broker and bank account in one private, local-first view. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Goals & Save-Up Planner | Wealthfolio Source: https://wealthfolio.app/features/goals-saveup-planner/ [All features](https://wealthfolio.app/features/) Planning # Goals & Save-Up Planner Set a target, link the accounts that fund it, and see when you’ll arrive. Set a goal, link the accounts that fund it, and Wealthfolio projects when you’ll get there. A save-up engine plots a milestone-by-milestone glide path with colour-coded on-track / at-risk / off-track status and tax-aware funding from your existing accounts. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![The Goals dashboard: progress and colour-coded on-track status](https://assets.wealthfolio.app/images/screenshots/goals/list.png) ![The Goals dashboard: progress and colour-coded on-track status](https://assets.wealthfolio.app/images/screenshots/goals/list-dark.png) The Goals dashboard: progress and colour-coded on-track status ### Save-Up Projection See your projected balance, milestones, and time to target. ### On-Track Status Green / amber / red progress bars so you know where you stand. ## Project to your target See your projected balance, the milestones along the way, and the estimated time to reach your target based on the accounts you’ve linked. ### Save-up projection Projected balance, milestones, and time to target. ### On-track status Green / amber / red bars so you always know where you stand. ![Milestone glide path with on-track status indicators](https://assets.wealthfolio.app/images/screenshots/goals/goal.png) ![Milestone glide path with on-track status indicators](https://assets.wealthfolio.app/images/screenshots/goals/goal-dark.png) Milestone glide path with on-track status indicators ## Funded from what you have Link the accounts that contribute to each goal and let tax-aware funding draw from them sensibly, so projections reflect your real situation. ![Goal funding configuration with linked accounts](https://assets.wealthfolio.app/images/screenshots/goals/funding.png) ![Goal funding configuration with linked accounts](https://assets.wealthfolio.app/images/screenshots/goals/funding-dark.png) Goal funding configuration with linked accounts ## Related features ### [Retirement & FIRE Planner](https://wealthfolio.app/features/retirement-fire-planner/) Simulate your portfolio year by year, and stress-test the plan. Learn more ### [Contribution Rooms & Limit Tracking](https://wealthfolio.app/features/contribution-limits/) Stay inside the lines on every tax-advantaged account. Learn more ### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/) Your full financial picture, on a thoughtfully redesigned home screen. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Income Tracking | Wealthfolio Source: https://wealthfolio.app/features/income-tracking/ [All features](https://wealthfolio.app/features/) Cash Flow # Income Tracking Watch every dividend and interest payment across your portfolio. Monitor dividends and interest income across all your accounts in one place. Get a clear view of your passive income streams so you can make informed decisions, with provider-neutral dividend handling for more reliable totals. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Income summary with dividends and interest over time](https://assets.wealthfolio.app/images/screenshots/income/summary.png) ![Income summary with dividends and interest over time](https://assets.wealthfolio.app/images/screenshots/income/summary-dark.png) Income summary with dividends and interest over time ### Dividend Monitoring Track your dividend income. ### Interest Income Keep an eye on interest earnings. ## All your income, together See dividends and interest aggregated across every account, by symbol and over time, so your passive income is never scattered across statements again. ### Dividend monitoring Track payouts per holding and in total. ### Interest income Keep an eye on cash and savings earnings. ![Income breakdown by symbol with monthly totals](https://assets.wealthfolio.app/images/screenshots/income/byaccount.png) ![Income breakdown by symbol with monthly totals](https://assets.wealthfolio.app/images/screenshots/income/byaccount-dark.png) Income breakdown by symbol with monthly totals ## Reliable, provider-neutral 3.5 brings provider-neutral dividend handling and steadier broker sync, so your income figures hold up regardless of where the data came from. ![Dividend history with consistent, provider-neutral totals](https://assets.wealthfolio.app/images/screenshots/income/activities.png) ![Dividend history with consistent, provider-neutral totals](https://assets.wealthfolio.app/images/screenshots/income/activities-dark.png) Dividend history with consistent, provider-neutral totals ## Related features ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) See where your money goes, right alongside your investments. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Features | Wealthfolio Source: https://wealthfolio.app/features/ All Features # Everything you need to track your wealth Wealthfolio gives you a complete picture of your finances. Import statements, track performance, monitor income, and keep everything private — all on your device. ### Investments Tracking Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your CSV statements from your broker or bank. #### Comprehensive View See all your accounts in one place. #### CSV Import Easily import your CSV statements. [Learn more](https://wealthfolio.app/features/investments-tracking/) ![Investments Tracking](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/investments-tracking.png) ### Net Worth Tracking Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your full financial picture, now on a redesigned dashboard with velocity and momentum cards and tap-to-expand detail drawers. #### Complete Financial Picture Track all your assets and liabilities. #### Net Worth Over Time See how your wealth is growing. [Learn more](https://wealthfolio.app/features/net-worth-tracking/) ![Net Worth Tracking](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/net-worth-tracking.png) ### Spending & Budgets A complete new way to see your cash flow, right alongside your investments. Categorize transactions automatically, build budgets that fit you, mark life events on a timeline, and read a narrative insights page that shows exactly where your money went, with full multi-currency support and credit cards included. #### Auto-Categorization Set rules once, or let AI suggest categories for the rest. #### Budgets & Insights Monthly targets, rollovers, and narrative spending insights. [Learn more](https://wealthfolio.app/features/spending-budgets/) ![Spending & Budgets](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/spending-budgets-stack.png) ### Allocation Targets & Rebalance Define your ideal portfolio and get a clear plan to reach it. Start from built-in presets or build your own by region, sector, or asset type, see how far each holding has drifted, and get a rebalance plan that tells you exactly what to buy or sell, then export it as CSV or copy it as text. #### See Your Drift Instantly view how far each holding strays from target. #### Rebalance Plan Buy/sell suggestions from new cash, sells, or a smart mix. [Learn more](https://wealthfolio.app/features/allocation-targets-rebalance/) ![Allocation Targets & Rebalance](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/allocation-targets-stack.png) ### AI Assistant Built-in AI to help you understand your portfolio, answer questions, and surface insights from your data. Import transactions through the assistant, let AI suggest asset classifications and spending categories, and bring your own API key or use local models. #### Ask Questions Chat with your portfolio in plain English. #### Smart Insights Get AI-powered analysis of your holdings. [Learn more](https://wealthfolio.app/features/ai-assistant/) ![AI Assistant](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/ai-assistant.png) ### Portfolio Insights Get a clear picture of your portfolio composition. Understand your asset allocation, sector exposure, and geographic distribution across all your holdings. #### Asset Allocation See how your investments are distributed. #### Sector & Region Analysis Understand your exposure across sectors and regions. [Learn more](https://wealthfolio.app/features/portfolio-insights/) ![Portfolio Insights](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/portfolio-insights.png) ### Performance Dashboard See how your investments stack up, all in one place. A rebuilt performance engine delivers more accurate, scope-aware returns. Compare accounts and custom portfolios side by side, check if you are beating the S&P 500, and track your favorite ETFs without the hassle. No fancy jargon - just clear, useful charts that help you understand how your money is really doing. #### Compare Your Accounts See which accounts are doing best. #### Beat the Market? Check how you stack up against some popular indexes and ETFs. [Learn more](https://wealthfolio.app/features/performance-dashboard/) ![Performance Dashboard](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/performance-dashboard.png) ### Income Tracking Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments. #### Dividend Monitoring Track your dividend income. #### Interest Income Keep an eye on interest earnings. [Learn more](https://wealthfolio.app/features/income-tracking/) ![Income Tracking](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/income-tracking.png) ### Goals & Save-Up Planner Set a target, link the accounts that fund it, and Wealthfolio projects when you’ll get there. A save-up engine plots a milestone-by-milestone glide path, with colour-coded on-track / at-risk / off-track status and tax-aware funding from your existing accounts. #### Save-Up Projection See your projected balance, milestones, and time to target. #### On-Track Status Green / amber / red progress bars so you know where you stand. [Learn more](https://wealthfolio.app/features/goals-saveup-planner/) ![Goals & Save-Up Planner](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/goals-saveup-stack.png) ### Retirement & FIRE Planner A first-class retirement goal that simulates your portfolio year by year through accumulation, withdrawal, taxes, and inflation. Choose Traditional or FIRE, configure expenses and income streams, and stress-test the plan with a Monte Carlo Risk Lab: 5,000 paths by default, sensitivity sweeps, and sequence-of-returns risk. #### Traditional or FIRE Plan a retirement age or solve for the earliest age you reach FI. #### Risk Lab Monte Carlo, sensitivity heatmaps, and SORR stress tests. [Learn more](https://wealthfolio.app/features/retirement-fire-planner/) ![Retirement & FIRE Planner](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/retirement-stack.png) ### Contribution Rooms and Limit Tracking Stay on top of your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. Track your available contribution room and avoid over-contributing. #### Limit Awareness Know your contribution limits. #### Avoid Over-Contribution Prevent excess contributions. [Learn more](https://wealthfolio.app/features/contribution-limits/) ![Contribution Rooms and Limit Tracking](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/contribution-limits-stack.png) --- # Investments Tracking | Wealthfolio Source: https://wealthfolio.app/features/investments-tracking/ [All features](https://wealthfolio.app/features/) Accounts & Imports # Investments Tracking Every broker and bank account in one private, local-first view. Bring all your investment and savings accounts together so you can see everything at a glance, from individual stocks to cash savings. Import CSV statements from any broker or bank, track activity by account, and keep every byte of it on your own device. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![The Investments dashboard: total value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![The Investments dashboard: total value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) The Investments dashboard: total value, accounts, and top holdings ### Comprehensive View See all your accounts in one place. ### CSV Import Easily import your CSV statements. ## Aggregate every account Add as many accounts as you like and group them however you think about your money. Every position across every account rolls up into one unified portfolio you can sort and search in a single list. ### Unified portfolio Stocks, ETFs, funds, crypto, and cash savings side by side. ### One holdings list Every position across all accounts, sortable and searchable. ![Every position across all your accounts in one list](https://assets.wealthfolio.app/images/screenshots/investments/holdings.png) ![Every position across all your accounts in one list](https://assets.wealthfolio.app/images/screenshots/investments/holdings-dark.png) Every position across all your accounts in one list ## Drill into any account Open any account to see its own value over time, cash balance, and holdings, with the same scope-aware returns used across the app, including time-weighted return and IRR. ### Per-account detail Holdings, cash, and value history for each account. ### Returns that fit TWR, IRR, volatility, and drawdown per account. ![An account's value, returns, and holdings over time](https://assets.wealthfolio.app/images/screenshots/investments/account.png) ![An account's value, returns, and holdings over time](https://assets.wealthfolio.app/images/screenshots/investments/account-dark.png) An account's value, returns, and holdings over time ## Inspect any holding Click any position to open its full detail: price history, your average cost and unrealized P&L, income, and which accounts hold it. ### Price & P&L History, cost basis, and realized / unrealized P&L. ### Across accounts See which accounts hold each position. ![A holding's price history, cost basis, and account allocation](https://assets.wealthfolio.app/images/screenshots/investments/asset.png) ![A holding's price history, cost basis, and account allocation](https://assets.wealthfolio.app/images/screenshots/investments/asset-dark.png) A holding's price history, cost basis, and account allocation ## Related features ### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/) Your full financial picture, on a thoughtfully redesigned home screen. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) See where your money goes, right alongside your investments. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Net Worth Tracking | Wealthfolio Source: https://wealthfolio.app/features/net-worth-tracking/ [All features](https://wealthfolio.app/features/) Dashboard # Net Worth Tracking Your full financial picture, on a thoughtfully redesigned home screen. Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your complete net worth. The 3.5 dashboard adds a richer breakdown, cleaner cards, tap-to-expand detail drawers, and a smoother mobile experience. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Redesigned net-worth dashboard: breakdown, velocity, and momentum](https://assets.wealthfolio.app/images/screenshots/networth/dashboard.png) ![Redesigned net-worth dashboard: breakdown, velocity, and momentum](https://assets.wealthfolio.app/images/screenshots/networth/dashboard-dark.png) Redesigned net-worth dashboard: breakdown, velocity, and momentum ### Complete Financial Picture Track all your assets and liabilities. ### Net Worth Over Time See how your wealth is growing. ## Track alternative assets Go beyond investments. Add property, vehicles, collectibles, precious metals, cash, and custom assets — each with a value you keep up to date. Your whole financial picture, not just the brokerage slice. ### Beyond investments Property, vehicles, collectibles, and precious metals. ### Your own valuations Update an asset's value whenever it changes. ![Add property, vehicles, collectibles, precious metals, or a liability](https://assets.wealthfolio.app/images/screenshots/networth/add-asset.png) ![Add property, vehicles, collectibles, precious metals, or a liability](https://assets.wealthfolio.app/images/screenshots/networth/add-asset-dark.png) Add property, vehicles, collectibles, precious metals, or a liability ## Record liabilities too Track mortgages, loans, and credit-card debt right alongside your assets. Link a mortgage to the property it finances, and Wealthfolio nets it out so your real-estate equity is always accurate. ### Loans & debt Mortgages, loans, and credit cards, paid down over time. ### Linked to assets Tie a mortgage to the property it finances. ![A mortgage's balance and payoff, linked to the property it finances](https://assets.wealthfolio.app/images/screenshots/networth/mortgage.png) ![A mortgage's balance and payoff, linked to the property it finances](https://assets.wealthfolio.app/images/screenshots/networth/mortgage-dark.png) A mortgage's balance and payoff, linked to the property it finances ## Every asset, valued over time Each asset keeps its own valuation history, so you can see how a property, vehicle, or collectible has changed. A reminder nudges you when a value has not been updated in over 90 days. ### Valuation history A value-over-time chart for every asset you track. ### Stale-value reminders Get nudged when a value hasn't been updated recently. ![A property's value over time and last-updated status](https://assets.wealthfolio.app/images/screenshots/networth/property.png) ![A property's value over time and last-updated status](https://assets.wealthfolio.app/images/screenshots/networth/property-dark.png) A property's value over time and last-updated status ## Related features ### [Investments Tracking](https://wealthfolio.app/features/investments-tracking/) Every broker and bank account in one private, local-first view. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/) Define your ideal portfolio and get a clear plan to reach it. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Performance Dashboard | Wealthfolio Source: https://wealthfolio.app/features/performance-dashboard/ [All features](https://wealthfolio.app/features/) Returns # Performance Dashboard Accurate, scope-aware returns for accounts, portfolios, and benchmarks. A rebuilt performance engine delivers more accurate returns that adapt to how each account is tracked. Compare accounts and custom portfolios side by side, benchmark against the S&P 500 or any ETF, and break down exactly what drove your gains. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Compare accounts and portfolios against a benchmark on one chart](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Compare accounts and portfolios against a benchmark on one chart](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Compare accounts and portfolios against a benchmark on one chart ### Compare Your Accounts See which accounts are doing best. ### Beat the Market? Check how you stack up against some popular indexes and ETFs. ## The right return for the right data Transaction-tracked accounts report time-weighted return and IRR; manually maintained holdings report value return; benchmarks report price return. The engine picks the correct method and tells you when data is mixed or incomplete. ### TWR, IRR & more Scope-aware metrics that match how you track each account. ### Honest warnings Clear flags when a metric can’t be computed reliably. ![Metrics grid: primary return, annualized, volatility, max drawdown](https://assets.wealthfolio.app/images/screenshots/performance/returns.png) ![Metrics grid: primary return, annualized, volatility, max drawdown](https://assets.wealthfolio.app/images/screenshots/performance/returns-dark.png) Metrics grid: primary return, annualized, volatility, max drawdown ## See what drove it Open the period gain/loss detail to break performance into its drivers (unrealized and realized P&L, income, fees, taxes, FX effect, and cash flows) so you know why the number moved. ![Attribution sheet with performance drivers and cash flows](https://assets.wealthfolio.app/images/screenshots/performance/drivers.png) ![Attribution sheet with performance drivers and cash flows](https://assets.wealthfolio.app/images/screenshots/performance/drivers-dark.png) Attribution sheet with performance drivers and cash flows ## Related features ### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/) Understand what you actually own, by asset class, sector, and region. Learn more ### [Income Tracking](https://wealthfolio.app/features/income-tracking/) Watch every dividend and interest payment across your portfolio. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Portfolio Insights | Wealthfolio Source: https://wealthfolio.app/features/portfolio-insights/ [All features](https://wealthfolio.app/features/) Composition # Portfolio Insights Understand what you actually own, by asset class, sector, and region. Get a clear picture of how your portfolio is built. See your asset allocation, sector exposure, and geographic distribution across every holding, so you know where you’re concentrated and where you’re diversified. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Composition, with allocation, region, and sector gauges on the Insights overview](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview.png) ![Composition, with allocation, region, and sector gauges on the Insights overview](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview-dark.png) Composition, with allocation, region, and sector gauges on the Insights overview ### Asset Allocation See how your investments are distributed. ### Sector & Region Analysis Understand your exposure across sectors and regions. ## Asset allocation at a glance See how your investments split across stocks, bonds, funds, cash, and alternatives, then click any class to drill into its sub-classes and the exact holdings behind it, each with its weight. ### Allocation by class Equity, cash, fixed income, digital assets, and more. ### Drill to holdings Open any class to see the positions inside it. ![Click a class to reveal its sub-classes and the holdings behind it](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/allocation.png) ![Click a class to reveal its sub-classes and the holdings behind it](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/allocation-dark.png) Click a class to reveal its sub-classes and the holdings behind it ## Deep-dive through many lenses Slice your whole portfolio by sector, region, risk, currency, security type, or your own custom groups. Wealthfolio looks through your funds and ETFs to show your true exposure, powered by per-instrument classifications you can refine, or let AI propose. ### Many lenses Sector, region, risk, currency, security type, and custom groups. ### Fund look-through See your real exposure inside ETFs and funds. ![Exposure by sector, with tabs for region, risk, and currency](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/sectors.png) ![Exposure by sector, with tabs for region, risk, and currency](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/sectors-dark.png) Exposure by sector, with tabs for region, risk, and currency ## Related features ### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/) Define your ideal portfolio and get a clear plan to reach it. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/) Your full financial picture, on a thoughtfully redesigned home screen. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Retirement & FIRE Planner | Wealthfolio Source: https://wealthfolio.app/features/retirement-fire-planner/ [All features](https://wealthfolio.app/features/) Planning # Retirement & FIRE Planner Simulate your portfolio year by year, and stress-test the plan. A first-class retirement goal that simulates your portfolio year by year through accumulation, withdrawal, taxes, and inflation. Choose Traditional or FIRE, configure expenses and income streams, and stress-test with a Monte Carlo Risk Lab. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Retirement projection across accumulation and withdrawal phases](https://assets.wealthfolio.app/images/screenshots/retirement/projection.png) ![Retirement projection across accumulation and withdrawal phases](https://assets.wealthfolio.app/images/screenshots/retirement/projection-dark.png) Retirement projection across accumulation and withdrawal phases ### Traditional or FIRE Plan a retirement age or solve for the earliest age you reach FI. ### Risk Lab Monte Carlo, sensitivity heatmaps, and SORR stress tests. ## Traditional or FIRE Plan toward a target retirement age, or solve for the earliest age you reach financial independence. Configure expenses, income streams, taxes, and inflation to match your life. ### FIRE mode Solve for the earliest age you reach FI. ### Year-by-year Accumulation, withdrawal, taxes, and inflation modeled. ![Plan configuration with expenses and income streams](https://assets.wealthfolio.app/images/screenshots/retirement/config.png) ![Plan configuration with expenses and income streams](https://assets.wealthfolio.app/images/screenshots/retirement/config-dark.png) Plan configuration with expenses and income streams ## Risk Lab Stress-test your plan with Monte Carlo simulation (5,000 paths by default) plus sensitivity sweeps and sequence-of-returns risk analysis, so you understand the range of outcomes, not just the average. ### Monte Carlo Thousands of paths to gauge probability of success. ### Sensitivity & SORR Heatmaps and sequence-of-returns stress tests. ![Monte Carlo outcome fan with success probability](https://assets.wealthfolio.app/images/screenshots/retirement/risklab.png) ![Monte Carlo outcome fan with success probability](https://assets.wealthfolio.app/images/screenshots/retirement/risklab-dark.png) Monte Carlo outcome fan with success probability ## Related features ### [Goals & Save-Up Planner](https://wealthfolio.app/features/goals-saveup-planner/) Set a target, link the accounts that fund it, and see when you’ll arrive. Learn more ### [Contribution Rooms & Limit Tracking](https://wealthfolio.app/features/contribution-limits/) Stay inside the lines on every tax-advantaged account. Learn more ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Accurate, scope-aware returns for accounts, portfolios, and benchmarks. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Spending & Budgets | Wealthfolio Source: https://wealthfolio.app/features/spending-budgets/ [All features](https://wealthfolio.app/features/) New Module # Spending & Budgets See where your money goes, right alongside your investments. A complete new way to understand your cash flow. Categorize transactions automatically, build budgets that fit you, mark life events on a timeline, and read a narrative insights page that shows exactly where your money went, with full multi-currency support and credit cards included. [Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/) ![Spending overview with categories, budget progress, and trends](https://assets.wealthfolio.app/images/screenshots/spending/spending-overview.png) ![Spending overview with categories, budget progress, and trends](https://assets.wealthfolio.app/images/screenshots/spending/spending-overview-dark.png) Spending overview with categories, budget progress, and trends ### Auto-Categorization Set rules once, or let AI suggest categories for the rest. ### Budgets & Insights Monthly targets, rollovers, and narrative spending insights. ## Categorize automatically Set up rules once and let Wealthfolio sort new transactions for you. Rules match on description (contains, starts-with, exact, or regex) at the priority you choose, and can target spending, income, or savings. For anything left over, let AI suggest categories you can accept in a click. ### Rules engine Pattern rules with priorities, presets, and re-runs. ### AI suggestions Let AI categorize the transactions rules miss. ![Categorization rules with match types and presets](https://assets.wealthfolio.app/images/screenshots/spending/spending-rules.png) ![Categorization rules with match types and presets](https://assets.wealthfolio.app/images/screenshots/spending/spending-rules-dark.png) Categorization rules with match types and presets ## Build budgets that fit you Organize categories into groups, set monthly targets, and carry over rollovers for unused or overspent amounts. Copy last month’s plan in a click, override any single month, and watch actuals fill in against your targets. ### Groups & targets Needs, Wants, Savings and more, with monthly targets. ### Rollovers & copy Carry balances forward and clone last month instantly. ![Budget editor with groups, targets, and rollover settings](https://assets.wealthfolio.app/images/screenshots/spending/spending-budget.png) ![Budget editor with groups, targets, and rollover settings](https://assets.wealthfolio.app/images/screenshots/spending/spending-budget-dark.png) Budget editor with groups, targets, and rollover settings ## Mark life events Add events like a vacation or a home renovation to a timeline and tag the transactions that belong to them. Each event totals up its true cost, with a per-category breakdown and a day-by-day spending chart. ### Event timeline Date-ranged events with colour tags. ### True cost See exactly what each event cost you. ![Events timeline with a per-event spending breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-events.png) ![Events timeline with a per-event spending breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-events-dark.png) Events timeline with a per-event spending breakdown ## Get real insights A narrative, easy-to-read insights page walks you through where you are, what changed, and when and where you spend: pace versus budget, top movers, a weekday by hour heatmap, and click-through to the exact transactions behind any number. ### Pace vs. budget On-track, approaching, or over, at a glance. ### Multi-currency FX-converted totals with native amounts shown too. ![Narrative insights: pace, cashflow, and the category breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-insights.png) ![Narrative insights: pace, cashflow, and the category breakdown](https://assets.wealthfolio.app/images/screenshots/spending/spending-insights-dark.png) Narrative insights: pace, cashflow, and the category breakdown ## Credit cards included Track credit-card spending, payments, and transfers in one place. Charges count as spend, refunds reduce it, and card payments move money between your own accounts, so they never inflate your spending totals. ![Credit-card activity with charges, categories, and events](https://assets.wealthfolio.app/images/screenshots/spending/spending-activity.png) ![Credit-card activity with charges, categories, and events](https://assets.wealthfolio.app/images/screenshots/spending/spending-activity-dark.png) Credit-card activity with charges, categories, and events ## Related features ### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/) Define your ideal portfolio and get a clear plan to reach it. Learn more ### [AI Assistant](https://wealthfolio.app/features/ai-assistant/) A built-in assistant that understands your portfolio and does real work. Learn more ### [Income Tracking](https://wealthfolio.app/features/income-tracking/) Watch every dividend and interest payment across your portfolio. Learn more ## Ready to try it? Wealthfolio is open source and local-first. Your data stays on your device. [Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/) --- # Wealthfolio | Private, Open-Source Investment Tracker Source: https://wealthfolio.app/ # Grow Wealth. Keep Control. A beautiful, private and open-source investing and personal finance app that runs locally on all your devices. [Download free](https://wealthfolio.app/download/) [Star 8,827](https://github.com/wealthfolio/wealthfolio) Free and open source No account required Investments Net Worth Spending Planning ![Wealthfolio investments dashboard showing portfolio holdings, performance, and allocation across all your accounts.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/investment-tracking.png) ![Wealthfolio net worth dashboard tracking assets and liabilities over time for a complete financial picture.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/net-worth.png) ![Wealthfolio spending dashboard breaking down cash flow and expenses by category.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/spending.png) ![Wealthfolio planning dashboard showing a retirement plan with a portfolio trajectory projection, alongside the goals list on mobile.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/planning.png) Track holdings, performance, allocation and income across your accounts. Explore ## Explore Wealthfolio Go deeper into the tools that help you understand, organize and plan your finances. ![Investments Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/investments-tracking.png) Investments ### [Investments Tracking](https://wealthfolio.app/features/investments-tracking/) All your brokers and banks in one view. Import CSV statements from anywhere. ![Net Worth Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/net-worth-tracking.png) Net worth ### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/) Track all your assets and liabilities to see your complete financial picture. ![Spending & Budgets](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/spending-budgets-stack.png) Spending ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) Track cash flow, auto-categorize transactions, and build budgets that fit you. ![Portfolio Insights](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/portfolio-insights.png) Investments ### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/) Understand your asset allocation, sector exposure, and geographic distribution. ![Performance Dashboard](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/performance-dashboard.png) Investments ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Compare accounts and benchmark against the S&P 500 or any ETF. ![Retirement & FIRE Planner](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/retirement-stack.png) Planning ### [Retirement & FIRE Planner](https://wealthfolio.app/features/retirement-fire-planner/) Year-by-year simulation with a Monte Carlo Risk Lab and FIRE mode. ![Goals & Save-Up Planner](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/goals-saveup-stack.png) Planning ### [Goals & Save-Up Planner](https://wealthfolio.app/features/goals-saveup-planner/) Project savings to target with a milestone glide path and on-track status. ![Allocation Targets & Rebalance](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/allocation-targets-stack.png) Investments ### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/) Set target weights, see your drift, and get a clear rebalance plan. ![Income Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/income-tracking.png) Investments ### [Income Tracking](https://wealthfolio.app/features/income-tracking/) Track dividends and interest income across your entire portfolio. ![Contribution Limits](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/contribution-limits-stack.png) Planning ### [Contribution Limits](https://wealthfolio.app/features/contribution-limits/) Stay on top of IRA, 401(k), and TFSA contribution room. ![AI Assistant](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/ai-assistant.png) Automation ### [AI Assistant](https://wealthfolio.app/features/ai-assistant/) Ask questions about your portfolio and get AI-powered insights. 1 / 11 [Learn more about all features](https://wealthfolio.app/features/) ## Your finances stay yours. Wealthfolio runs locally, works without an account and keeps your financial history under your control. ### Private by default Your financial history stays on your devices instead of becoming dependent on another cloud platform. ### Open source The code is available to inspect, contribute to and run on infrastructure you control. ### No forced account Start using Wealthfolio without creating an account or committing to a subscription. Your device Desktop Mobile Self-hosted web ### Wealthfolio app #### Local database Accounts, transactions and history are stored right here, on this device. Optional ### Wealthfolio Connect An optional paid service that automatically syncs your brokers and your devices. ## Free by default. Automated when you need it. The Wealthfolio app is free and fully usable. Connect is an optional service for brokerage automation, encrypted device sync and household sharing. Free and open source ### Wealthfolio Track and plan your finances manually without an account or subscription. - Manual accounts and transactions - CSV imports - Investment tracking and performance - Net worth and spending - Goals and retirement planning - Local data ownership - Standalone and self-hosted options [Download free](https://wealthfolio.app/download/) Optional subscription ### Wealthfolio Connect Add automation when manually maintaining your financial data no longer makes sense. - Automatic brokerage imports - Encrypted device sync - Household sharing - Background updates - Connection management [Check broker support](https://wealthfolio.app/connect/brokerages/) [Explore Connect](https://wealthfolio.app/connect/) Connect syncs your brokerages and keeps your Wealthfolio database in sync across devices. ## Built in the open, shaped by its users. [8K+ GitHub stars Open-source repo](https://github.com/wealthfolio/wealthfolio) 8K+ GitHub stars Open-source repo [#1 GitHub Trending Repository of the day](https://trendshift.io/repositories/11701) #1 GitHub Trending Repository of the day [924 Hacker News points Show HN launch](https://news.ycombinator.com/item?id=41465735) 924 Hacker News points Show HN launch [800+ Discord members Active community](https://discord.gg/WDMCY6aPWK) 800+ Discord members Active community [![Featured on Hacker News](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/hacker-news.DDCnCsGy.svg)](https://news.ycombinator.com/item?id=41465735)[![Wealthfolio featured on Product Hunt](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/product-hunt.CF88Gpz4.svg) ](https://www.producthunt.com/posts/wealthfolio)[![Wealthfolio ranked #1 repository of the day on GitHub Trending by Trendshift](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/github-trend.05t8UqMd.svg) ](https://trendshift.io/repositories/11701)[Join the Discord](https://discord.gg/WDMCY6aPWK) ## Choose how you run Wealthfolio. Install it directly on your devices or host it on infrastructure you control. Your data remains under your control either way. ### Standalone Install Wealthfolio directly on your devices. No server or account is required. Available for - macOS - Windows - Linux - iPhone - iPad [Download Wealthfolio](https://wealthfolio.app/download/) ### Self-hosted Run Wealthfolio on your own infrastructure and access it through a web browser. What you get - Docker deployment - Browser access - Infrastructure under your control - Suitable for an always-available personal instance [Read the self-hosting guide](https://wealthfolio.app/docs/guide/self-hosting/) Connect is not a third option. It adds automation and synchronization on top of a standalone or self-hosted Wealthfolio setup. ## Make it yours. Inspect the code, host it yourself and extend Wealthfolio around the way you manage money. ### [Open-source code](https://github.com/wealthfolio/wealthfolio) Inspect the implementation, follow development and contribute through GitHub. ### [Add-ons](https://wealthfolio.app/addons/) Extend Wealthfolio with integrations and workflows that fit your needs. ### [Custom price feeds](https://wealthfolio.app/docs/guide/custom-providers/) Bring pricing data for assets and markets not covered by the default providers. ### [AI and MCP](https://wealthfolio.app/docs/guide/mcp-server/) Use supported AI and agent integrations while keeping financial context close to your data. ![Wealthfolio Add-ons showcase featuring Investment Fees Tracker, Goal Progress Tracker, and Stock Trading Tracker](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/addons/addons-overview.png) #### Investment Fees Tracker Track and analyze investment fees across your portfolio with detailed analytics and insights #### Goal Progress Tracker Track your investment progress towards target amounts with a visual representation #### Stock Trading Tracker Simple swing stock trading tracker with performance analytics and calendar views [Browse All Add-ons](https://wealthfolio.app/addons/) [View on GitHub](https://github.com/wealthfolio/wealthfolio) [Read the documentation](https://wealthfolio.app/docs/introduction/) ## Your financial life, under your control. Start for free. Keep your data local. Add automation only when it helps. [Download Wealthfolio free](https://wealthfolio.app/download/) [Explore Connect](https://wealthfolio.app/connect/) Free and open source No account required --- # Privacy Policy | Wealthfolio Source: https://wealthfolio.app/legal/privacy-policy/ # Privacy Policy Last updated: August 21, 2026 ## Introduction Welcome to Wealthfolio, operated by Teymz Inc. (“we”, “our”, or “us”). We respect your privacy and are committed to protecting your personal data. This privacy policy explains how the Wealthfolio application handles data. This policy covers the Wealthfolio app itself. If you subscribe to **Wealthfolio Connect**, our optional cloud service for brokerage connections and device sync, the [Wealthfolio Connect Privacy Policy](https://wealthfolio.app/connect/legal/privacy-policy/) also applies to that service. ## Our Local-First Approach Wealthfolio is designed with privacy in mind. Your financial data — accounts, holdings, transactions, budgets, and performance history — is stored in a local database on your device. We do not operate servers that receive, store, or process your financial data, and we do not use the application for behavioral analytics or advertising. The application sends only the limited operational data described below when you use network-connected features. ### If You Self-Host the Web Edition Wealthfolio can also run as a self-hosted web application that you deploy and operate yourself. In that case your database and encrypted credentials live on the server you or your administrator runs rather than on a desktop device, and whoever operates that server is responsible for its access control, network security, backups, logs, and deletion. Self-hosting does not send your financial data to us. The rest of this policy still describes what your instance sends when it contacts one of our services, such as an update check or the addon store. ## Data the Application Transmits While your financial data stays on your device or your self-hosted instance, some features involve network requests. Here is exactly what leaves it and where it goes: ### Update Checks The app periodically contacts our update server to check for new versions. These requests include your app version, operating-system target, and processor architecture, which are needed to serve the correct update. We store only daily aggregate counts grouped by those values; our application database does not store an installation identifier or IP address for update checks. You can disable automatic update checks under **Settings → General → Check for updates automatically**. When disabled, the app will not contact our update server automatically. If you manually check for updates, the request will still include the operational data described above. Like any web request, an update check necessarily exposes your IP address and request metadata to our hosting and security provider, Cloudflare. Cloudflare may process and temporarily retain that data in its infrastructure and operational or security logs under its own terms and privacy practices. Older application releases may also send a legacy random installation identifier in the request; our update service no longer records or uses it. No financial data is included in an update check. ### Addon Store When you browse the addon store, the app sends its version so we can return compatible addons. When you download an addon, we record only a daily aggregate count for the addon and version. Current application releases do not send an installation identifier for browsing or downloads, and our addon service does not record one for those activities. Older application releases may still include the legacy random identifier in the request until they are updated. If you choose to rate an addon, the app sends the rating, any optional review text, the relevant app and addon versions, and a randomly generated installation identifier. We store that identifier with the rating solely to enforce one rating per installation per addon and to let a later submission from the same installation update the rating. The identifier is pseudonymous: it is not displayed in public rating responses, is not used to track update checks, browsing, or downloads, and we do not intentionally link it to your name, email address, or an account. Your rating and any review text may be displayed publicly, so do not include personal, financial, or confidential information in a review. ### Addons You Install Addons are optional extensions. Some are developed by us (“official” addons); community addons are developed by third parties. An addon may request permission to read your portfolio data and to contact external hosts over the network — you review and approve these permissions, including the specific hosts an addon may reach, when you install it. Once you grant them, an addon can send the data it is permitted to read to the hosts you approved. This traffic goes directly from your device to those hosts and never passes through our servers, and it is governed by that addon’s own terms. Only install addons you trust, and review the permissions requested before approving. ### Market Data The app fetches quotes and price history directly from the market data provider you configure (for example, Yahoo Finance, or another provider using your own API key). These requests go from your device to the provider, which receives your IP address and the symbols you request, under that provider’s own privacy policy. We do not receive or see this traffic. ### AI Features (Bring Your Own Key) If you configure an AI provider with your own API key, your questions — and only the portfolio data returned by the tools you allow the assistant to use — are sent directly from your device to that provider, under its privacy policy. This traffic never passes through our servers. Your API keys are stored in your operating system’s secure storage (such as Keychain on macOS, or Credential Manager on Windows). ## Data Security Your financial data is stored locally on your device and never transmitted to us. On desktop and mobile, API keys and other secrets are kept in your operating system’s secure credential store; in the self-hosted web edition they are encrypted with the secret key the operator configures. Requests between the app and our own services (update checks and the addon store) use TLS/HTTPS, and an addon’s brokered network requests are required to use HTTPS. Requests to a market data provider, AI provider, or other endpoint that you configure use whatever that endpoint offers. A local or self-hosted endpoint, such as a language model running on your own machine, may use plain HTTP. Use an HTTPS address for anything you reach over a network you do not control. ## Your Rights Your financial data lives on your device or on infrastructure you operate, under your direct control. On desktop and mobile you can delete all of it at any time by removing the application and its local database. If you self-host, you or your administrator deletes the database, the stored credentials, and any volumes or backups from the infrastructure you run. We retain aggregate update-check and addon-download counts for operational and historical reporting; those aggregates are not tied to an installation identifier. We retain addon rating records, including the pseudonymous installation identifier, until the rating is removed or no longer needed for the purposes described above. You may contact us to ask about, access, correct, or request deletion of personal data we hold about you. Because aggregate metrics are not associated with an individual and rating identifiers are not linked to an account, we may need information from you to locate and verify a relevant rating record. We may also retain information where required or permitted by law. ## Our Website Our website (wealthfolio.app) uses privacy-friendly, cookieless analytics (Simple Analytics and Cloudflare Web Analytics) to measure aggregate page traffic and a small number of aggregate interaction counts. These counts are not tied to you or to a visitor identifier. These services do not use advertising cookies and do not track you across other websites. The site is served through Cloudflare, our hosting provider, which necessarily receives your IP address and basic request information and may keep it briefly in its operational and security logs under its own privacy practices. A few parts of the site ask you for information. This is what happens to it. ### Product Updates If you sign up for product updates, we collect your email address and basic information about when and where you signed up. We use it to send the updates you asked for, to understand where signups come from, and to keep a record of your request. We store it with Cloudflare and share your email address with Resend, which delivers the messages. We keep this information while you are subscribed. You can unsubscribe using the link in any product-update email, and you can contact us to ask us to delete the signup information we hold. ### Wealthfolio Connect Waitlist If you join a Wealthfolio Connect waitlist, we collect your email address, the name and plan you choose to give us, and basic information about when you signed up. We use it to run the waitlist and to tell you when the feature or plan is ready, and we store it with Cloudflare. To block automated signups we use Cloudflare Turnstile, which receives your IP address in order to check the submission. We do not store your IP address. We keep waitlist entries until the feature is generally available, until you ask us to delete yours, or until we no longer need them, whichever comes first. ### Optional Support Payments Payments are processed by Stripe. Stripe collects your card or bank details directly, under its own privacy policy, and we never receive or store them. Stripe tells us your name and email address, the amount and currency, and the payment status. We use this to confirm the payment and to send you the related email through Resend. Stripe and our own email records keep transaction and correspondence records for as long as we need them for support, fraud prevention, accounting, and legal obligations. ## Children’s Privacy Wealthfolio is not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. ## Changes to This Privacy Policy We may update this privacy policy from time to time. We will post the updated policy on this page and revise the “Last updated” date. Material changes may also be noted in the application’s release notes. ## Contact Us If you have any questions about this privacy policy or our privacy practices, please contact us at: Teymz Inc. Email: [](mailto:contact@wealthfolio.app)[contact@wealthfolio.app](mailto:contact@wealthfolio.app) --- # Terms of Use | Wealthfolio Source: https://wealthfolio.app/legal/terms-of-use/ # Terms of Use Last updated: August 21, 2026 ## 1\. Acceptance of Terms These Terms of Use govern your access to and use of the online services and proprietary materials that Teymz Inc. provides in connection with Wealthfolio, including our official website and distribution channels, update server, addon store, trademarks, branding, and other non-code assets (collectively, the “Teymz Services”). By accessing or using the Teymz Services, you agree to be bound by these Terms. If you do not agree, do not use the Teymz Services. Downloading, installing, or running Wealthfolio (the “Application”) by itself does not constitute acceptance of these Terms. The Teymz Services are operated by Teymz Inc. (“we”, “our”, or “us”). If you use **Wealthfolio Connect**, our optional cloud service, the [Wealthfolio Connect Terms of Use](https://wealthfolio.app/connect/legal/terms-of-use/) also apply to that service. The Wealthfolio software, including AGPL-covered code contained in official builds, is separately licensed under the AGPL-3.0 (see Section 8). These Terms do not govern or restrict your receipt, installation, running, copying, modification, or distribution of AGPL-covered software. The AGPL-3.0 controls those activities, and exercising rights under that license does not require acceptance of these Terms. ## 2\. Eligibility You must be at least 18 years of age and have the legal capacity to enter into a binding agreement to create an account, purchase a subscription, or enter into another paid transaction through the Teymz Services. If you are under the age of majority where you live, you may use other Teymz Services only with the permission and supervision of a parent or legal guardian. These eligibility requirements do not restrict the rights granted under the AGPL-3.0. ## 3\. Use of the Teymz Services 3.1. Wealthfolio is available as a desktop application, an iOS application, and a self-hosted web application, designed for personal investment tracking and portfolio management. If you run the self-hosted edition, you or the person operating that deployment controls the server, database, authentication, backups, and network security, and we do not operate or control that instance. 3.2. You agree to use the Teymz Services only for their intended purposes and in compliance with all applicable laws and regulations. ## 4\. No Financial, Investment, or Professional Advice 4.1. **Wealthfolio is an informational tool, not a financial adviser.** We are not a registered investment adviser, broker-dealer, tax adviser, or financial planner. The Application does not provide investment, tax, legal, or financial planning advice, and nothing in the Application constitutes a recommendation to buy, sell, or hold any security or to make any financial decision. 4.2. Any figures, projections, analytics, performance calculations, or planning outputs the Application produces are for informational purposes only, may contain errors, and should not be relied upon as the basis for any financial decision. You are solely responsible for your investment decisions and should consult qualified professionals before acting. 4.3. **Market data** displayed in the Application is obtained from third-party providers (such as Yahoo Finance or a provider you configure with your own API key). We do not guarantee the accuracy, completeness, or timeliness of this data, and it should not be relied upon for trading decisions. You should verify important information directly with your brokerage or the data source. ## 5\. AI Features 5.1. The Application may offer AI-powered features that use an AI provider you configure with your own API key. Your interactions with that provider are governed by the provider’s own terms and privacy policy. 5.2. **AI-generated responses may be inaccurate, incomplete, or misleading.** They are provided for informational purposes only, do not constitute financial, tax, or legal advice, and must not be relied upon for any financial decision. You are responsible for independently verifying any information produced by AI features. ## 6\. Addons and Third-Party Extensions 6.1. The Application supports addons — optional extensions that add functionality. **Official addons** are developed, packaged, hosted, and supported by us, and install from within the Application. **Community addons** are created, owned, distributed, and supported by their third-party publishers. We do not author, build, host, endorse, or perform a code or security review of community addons. 6.2. Our community directory is a list of links. Each listing shows facts read automatically from the publisher’s public repository — such as its licence, the permissions its manifest declares, and when it was last changed — together with a small number of statements made by the publisher. We do not audit the code or verify the publisher’s statements. We re-read each listed repository from time to time and may act on a change we notice or a report we receive, including by updating or removing a listing, but we do not undertake to do so and this is not a security review. Listing an addon is not a review, an endorsement, a warranty, or a guarantee of its quality, security, or fitness for any purpose. 6.3. You obtain a community addon from its publisher and install it yourself. Addons may request permission to read your data and to communicate with external hosts over the network. You are responsible for reviewing the permissions an addon requests and choosing whether to approve them. **You install and use addons at your own risk.** 6.4. Where a listing describes how an addon handles data, that description is derived from the addon’s declared manifest and from the limits the Application’s addon sandbox places on it. It describes what the addon has declared and what the Application permits — not what a publisher will in fact do with data you give it. 6.5. We are not responsible or liable for the functionality, security, accuracy, availability, pricing, or conduct of any community addon, or for any loss, damage, or unauthorized data disclosure arising from your use of one. Publishers are solely responsible for their addons, including their own terms, privacy practices, support, and compliance with applicable law. 6.6. We may remove any listing from the directory, or any addon from the Application’s addon store, at our sole discretion and without notice. We have no obligation to monitor, review, or moderate community addons. 6.7. Addon ratings and optional review text may be displayed publicly. You must not include personal, financial, confidential, unlawful, or infringing content in a review. We may moderate or remove ratings or reviews that violate these Terms or applicable law. ## 7\. User Data and Privacy 7.1. Wealthfolio is designed to operate locally, on your device or on self-hosted infrastructure you operate. How the Application handles data is described in our [Privacy Policy](https://wealthfolio.app/legal/privacy-policy/). 7.2. You are solely responsible for the security and backup of your data, including maintaining copies of any data stored locally by the Application. ## 8\. Intellectual Property and License 8.1. Unless a component’s license notice states otherwise, the Wealthfolio application source code is made available under the GNU Affero General Public License, version 3 (AGPL-3.0). Some components are distributed under separate licenses, such as the MIT License; the license notice accompanying each component governs your use, modification, and distribution of that component. 8.2. The Wealthfolio name, logo, trademarks, branding, and other non-code assets are owned by Teymz Inc. and are **not** licensed under the AGPL-3.0. You may not use them without our prior written permission, except as permitted by applicable trademark law. 8.3. These Terms govern the Teymz Services and our proprietary, non-code materials. They do not impose additional restrictions on AGPL-covered software or limit any rights granted under the AGPL-3.0. If these Terms conflict with the AGPL-3.0 regarding covered software, the AGPL-3.0 controls. ## 9\. Updates and Modifications 9.1. We may update or modify the Teymz Services and may publish updated official builds of the Application from time to time to implement bug fixes, enhanced functions, or other features. 9.2. We have no obligation to continue operating any Teymz Service or to publish updates or new official builds of the Application. ## 10\. Disclaimer of Warranties 10.1. The Teymz Services and our proprietary, non-code materials are provided “as is” and “as available” without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. AGPL-covered software is provided subject to the warranty disclaimers in the AGPL-3.0. 10.2. We do not warrant that the Teymz Services will be error-free or uninterrupted, that official builds will be free of defects, or that any defects will be corrected. ## 11\. Limitation of Liability 11.1. To the fullest extent permitted by law, Teymz Inc. shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or business opportunities, or any investment or financial losses, arising from or related to the Teymz Services, our proprietary materials, third-party addons, third-party data, or AI features. Liability relating to AGPL-covered software is addressed by the AGPL-3.0. 11.2. To the fullest extent permitted by law, our total aggregate liability for all claims arising from or related to the Teymz Services or our proprietary materials shall not exceed the greater of the amounts you paid us for the Teymz Services in the 12 months preceding the claim, or one hundred US dollars ($100). 11.3. Nothing in these Terms excludes or limits our liability for fraud, willful misconduct, gross negligence, death or personal injury caused by our negligence, or any other liability that cannot be excluded or limited under applicable law. 11.4. The limitations in this section reflect a fair allocation of risk and are a fundamental basis of the agreement between you and us. ## 12\. Indemnification You agree to indemnify, defend, and hold harmless Teymz Inc. and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable legal fees) arising from your violation of these Terms, your violation of any third-party rights, or your use of any community addon. This indemnity does not apply to the extent a claim arises from our own breach of these Terms, gross negligence, or willful misconduct. ## 13\. Governing Law These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any disputes arising from these Terms or the Teymz Services shall be resolved in the courts located in Ontario, Canada, and you consent to the personal jurisdiction of those courts. Nothing in this Section deprives you of the protection of mandatory consumer laws of your country or province of residence. ## 14\. Changes to Terms 14.1. We reserve the right to modify these Terms of Use at any time. We will notify users of any significant changes by posting the new Terms of Use on this page and updating the “Last updated” date. 14.2. Your continued use of the Teymz Services after changes become effective constitutes acceptance of the modified Terms. ## 15\. General Provisions 15.1. **Entire Agreement.** These Terms, together with our Privacy Policy, constitute the entire agreement between you and Teymz Inc. regarding the Teymz Services and our proprietary, non-code materials. 15.2. **Severability.** If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect. 15.3. **Waiver.** Our failure to enforce any provision of these Terms does not constitute a waiver of that provision. ## 16\. Contact Us If you have any questions about these Terms of Use, please contact us at: Teymz Inc. Email: [](mailto:contact@wealthfolio.app)[contact@wealthfolio.app](mailto:contact@wealthfolio.app) --- # Track Your Alpaca Paper Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/alpaca-paper/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Alpaca Paper. United States # Track your Alpaca Paper portfolio with Wealthfolio Connect your eligible Alpaca Paper account once. Wealthfolio keeps supported simulated portfolio data up to date so you can explore it with the same views as your other investments. [Connect Alpaca Paper with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Alpaca Paper portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Alpaca Paper portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Alpaca Paper account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Alpaca Paper alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Alpaca Paper](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Alpaca Paper](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Alpaca Paper Available data - Simulated ADR, crypto, ETF, option, and stock holdings - Buys, sells, deposits, withdrawals, dividends, fees, and option events Eligible accounts Eligible Alpaca Paper accounts shown during authorization; this connection is for simulated trading, not a live brokerage account. Available history Available activity can extend back to the opening of the paper-trading account. Updates Alpaca makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Alpaca Paper Connection method: OAuth on Alpaca Paper's website. Follow the steps below to add the account. 1. Choose Alpaca Paper in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Alpaca's website and sign in to your paper-trading account there. 3. Review the account and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review the simulated portfolio. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Alpaca Paper username and password only on Alpaca Paper's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### Is this a live Alpaca brokerage account? No. Alpaca Paper contains simulated holdings and activity. Values from this connection should not be treated as real assets or included in your actual net worth unless that is intentional. ### How much Alpaca Paper activity can Wealthfolio sync? Available activity can go back to when you opened the paper-trading account. This can include trades, cash movements, dividends, fees, and option events. ### Does Wealthfolio get my Alpaca password? No. You sign in on Alpaca's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ### [Citi](https://wealthfolio.app/portfolio-tracker/citi/) Portfolio tracker ## Ready to connect Alpaca Paper? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Alpaca Paper and its associated trademarks are the property of their respective owners. --- # Track Your Chase Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/chase/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Chase. United States # Track your Chase portfolio with Wealthfolio Connect your eligible Chase investment accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect Chase with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Chase portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Chase portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Chase account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Chase alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Chase](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Chase](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Chase Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, withdrawals, dividends, and reinvestments Eligible accounts Eligible Chase investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Chase makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Chase Connection method: OAuth on Chase's website. Follow the steps below to add the account. 1. Choose Chase in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Chase's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Chase username and password only on Chase's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - During authorization, select Auto link new accounts if you want future eligible Chase accounts to appear without reconnecting. ## Frequently asked questions ### How much Chase activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, withdrawals, dividends, and reinvestments. ### Will a new Chase investment account appear automatically? During authorization, select Auto link new accounts if you want future eligible Chase accounts to appear without reconnecting. ### Does Wealthfolio get my Chase password? No. You sign in on Chase's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Citi](https://wealthfolio.app/portfolio-tracker/citi/) Portfolio tracker ## Ready to connect Chase? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Chase and its associated trademarks are the property of their respective owners. --- # Track Your Citi Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/citi/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Citi. United States # Track your Citi portfolio with Wealthfolio Connect your eligible Citi investment accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect Citi with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Citi portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Citi portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Citi account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Citi alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Citi](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Citi](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Citi Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible Citi investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Citi makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Citi Connection method: OAuth on Citi's website. Follow the steps below to add the account. 1. Choose Citi in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Citi's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Citi username and password only on Citi's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much Citi activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my Citi password? No. You sign in on Citi's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Citi? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Citi and its associated trademarks are the property of their respective owners. --- # Track Your Coinbase Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/coinbase/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Coinbase. International # Track your Coinbase portfolio with Wealthfolio Connect your eligible Coinbase account once. Wealthfolio keeps supported crypto data up to date alongside your brokerage accounts, cash, and investments held elsewhere. [Connect Coinbase with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Coinbase portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Coinbase portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Coinbase account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Coinbase alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Coinbase](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Coinbase](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Coinbase Available data - Crypto holdings and account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible Coinbase accounts shown during authorization. Available history Available activity can extend back to the account opening date. Updates Coinbase makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Coinbase Connection method: OAuth on Coinbase's website. Follow the steps below to add the account. 1. Choose Coinbase in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Coinbase's website and sign in there. 3. Review the account and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your crypto holdings and activity. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Coinbase username and password only on Coinbase's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Coinbase stock holdings are not currently available through this connection; only supported crypto holdings are returned. - If Coinbase emails you a sign-in confirmation link, open it in the same browser and session as the connection flow. Passkeys or Google and Apple sign-in may fail inside an embedded browser; reopening the flow in a full browser can help. ## Frequently asked questions ### Will Coinbase stock holdings appear in Wealthfolio? No. This connection returns supported crypto holdings, balances, buys, sells, deposits, and withdrawals. Coinbase stock holdings are not currently available. ### What if Coinbase's sign-in confirmation does not work? Open the confirmation link in the same browser and session as the connection flow. If a passkey or Google or Apple sign-in fails in the embedded window, reopen the flow in a full browser. ### How much Coinbase activity can Wealthfolio sync? Available crypto activity can go back to when you opened the account. ### Does Wealthfolio get my Coinbase password? No. You sign in on Coinbase's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Coinbase? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Coinbase and its associated trademarks are the property of their respective owners. --- # Track Your DEGIRO Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/degiro/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by DEGIRO. Europe # Track your DEGIRO portfolio with Wealthfolio Connect your eligible DEGIRO account once. Wealthfolio keeps supported data up to date and brings your European and multi-currency investments together with other institutions. [Connect DEGIRO with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a DEGIRO portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a DEGIRO portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your DEGIRO account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See DEGIRO alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes DEGIRO](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes DEGIRO](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from DEGIRO Available data - Holdings and account balances - Account activity made available through the connection Eligible accounts Eligible DEGIRO investment accounts shown during the connection flow. Available history Available activity can extend back to the account opening date. Updates Once a day, or whenever you choose Sync now. ## How to connect DEGIRO Connection method: Sign in through SnapTrade. Follow the steps below to add the account. 1. Choose DEGIRO in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Read the terms and check that the browser is on SnapTrade's website. 3. Enter your DEGIRO sign-in details there and complete any verification requested by DEGIRO. 4. Return to Wealthfolio after the connection finishes and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in SnapTrade encrypts the DEGIRO sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - OAuth is not available for this connection, so you sign in through SnapTrade. Changes to DEGIRO's sign-in or verification process may occasionally require you to reconnect. ## Frequently asked questions ### Why do I enter my DEGIRO sign-in details through SnapTrade? OAuth is not available for this connection. Sign in only in SnapTrade's secure connection window, and check that your browser is on SnapTrade's website before entering your details. ### Why might I need to reconnect DEGIRO? A change to DEGIRO's sign-in or verification process can interrupt the connection. Reconnecting restores future updates when this happens. ### How much DEGIRO activity can Wealthfolio sync? Available account activity can go back to when you opened the account. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ### [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) Portfolio tracker ## Ready to connect DEGIRO? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) DEGIRO and its associated trademarks are the property of their respective owners. --- # Track Your Edward Jones Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/edward-jones/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Edward Jones. United States # Track your Edward Jones portfolio with Wealthfolio Connect your eligible Edward Jones accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect Edward Jones with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Edward Jones portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Edward Jones portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Edward Jones account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Edward Jones alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Edward Jones](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Edward Jones](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Edward Jones Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible Edward Jones investment and retirement accounts shown during authorization. Available history Up to 18 months of account activity may be available. Updates Edward Jones makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Edward Jones Connection method: OAuth on Edward Jones's website. Follow the steps below to add the account. 1. Choose Edward Jones in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Edward Jones's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Edward Jones username and password only on Edward Jones's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much Edward Jones activity can Wealthfolio sync? Up to 18 months may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my Edward Jones password? No. You sign in on Edward Jones's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Edward Jones? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Edward Jones and its associated trademarks are the property of their respective owners. --- # Track Your Empower Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/empower/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Empower. United States # Track your Empower portfolio with Wealthfolio Connect your eligible Empower account once. Wealthfolio keeps supported mutual fund holdings and balances up to date alongside investments held elsewhere. [Connect Empower with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Empower portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Empower portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Empower account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Empower alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Empower](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Empower](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Empower Available data - Mutual fund holdings and account balances Eligible accounts Eligible Empower investment and retirement accounts shown during authorization. Available history Past transactions are not available through this connection. Updates Empower makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Empower Connection method: OAuth on Empower's website. Follow the steps below to add the account. 1. Choose Empower in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Empower's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your holdings. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Empower username and password only on Empower's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Empower connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity. - Only mutual fund holdings sync from Empower. Other asset types can be tracked manually. - Holdings received from Empower can be delayed by up to 24 hours, even after a successful sync. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will my Empower transaction history appear in Wealthfolio? No. This connection provides supported mutual fund holdings and account balances, but not past transactions. ### Why do my Empower holdings look out of date? Empower provides updates daily, and holdings can be delayed by up to 24 hours even after a successful sync. ### Does Wealthfolio get my Empower password? No. You sign in on Empower's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Empower? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Empower and its associated trademarks are the property of their respective owners. --- # Track Your eToro Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/etoro/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by eToro. Global # Track your eToro portfolio with Wealthfolio Connect your eligible eToro account once. Wealthfolio keeps supported holdings and balances up to date alongside investments held at other institutions. [Connect eToro with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a eToro portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a eToro portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your eToro account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See eToro alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes eToro](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes eToro](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from eToro Available data - Crypto, ETF, and stock holdings with account balances Eligible accounts Eligible eToro basic and copy-trading accounts shown during authorization; country availability varies. Available history Past transactions are not available through this connection. Updates eToro makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect eToro Connection method: OAuth on eToro's website. Follow the steps below to add the account. 1. Choose eToro in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to eToro's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your holdings. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your eToro username and password only on eToro's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - eToro connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity. - eToro OAuth connections remain active for up to 30 days. You may need to reconnect after the authorization expires, is revoked, or is interrupted by eToro maintenance. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will my eToro transaction history appear in Wealthfolio? No. This connection provides supported crypto, ETF, and stock holdings with account balances, but not past transactions. ### Why do I need to reconnect eToro? eToro authorizations last for up to 30 days. You may also need to reconnect if access is revoked or interrupted by eToro maintenance. ### Which eToro accounts are eligible? Eligible basic and copy-trading accounts can appear during authorization. Availability depends on your country. ### Does Wealthfolio get my eToro password? No. You sign in on eToro's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect eToro? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) eToro and its associated trademarks are the property of their respective owners. --- # Track Your E*Trade Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/etrade/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by E\*Trade. United States # Track your E\*Trade portfolio with Wealthfolio Connect your eligible E\*Trade accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect E\*Trade with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a E\*Trade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a E\*Trade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your E\*Trade account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See E\*Trade alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes E\*Trade](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes E\*Trade](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from E\*Trade Available data - ADR, ETF, option, and stock holdings with account balances - Buys, sells, deposits, withdrawals, dividends, fees, and option events Eligible accounts Eligible E\*Trade investment and retirement accounts shown during authorization. Available history Up to two years of account activity may be available. Updates E\*Trade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect E\*Trade Connection method: OAuth on E\*Trade's website. Follow the steps below to add the account. 1. Choose E\*Trade in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to E\*Trade's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your E\*Trade username and password only on E\*Trade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - E\*Trade bank accounts and stock-plan accounts are not returned through this connection. Employer-account support is inconsistent, so some employer accounts may appear without positions. - Only one active SnapTrade connection is supported for the same E\*Trade account. Connecting it again replaces the previous connection. - E\*Trade applies strict connection rate limits, so holdings can take a little longer to load than with some institutions. ## Frequently asked questions ### Why is an E\*Trade account or position missing? E\*Trade bank and stock-plan accounts are not returned. Employer-account support varies, so an employer account may appear without its positions. ### What happens if I connect the same E\*Trade account again? E\*Trade supports one active SnapTrade connection for the same account. A new connection replaces the previous one. ### Why are my E\*Trade holdings taking longer to load? E\*Trade applies strict connection rate limits, so holdings can take a little longer to arrive. ### How much E\*Trade activity can Wealthfolio sync? Up to two years may be available, including trades, cash movements, dividends, fees, and option events. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect E\*Trade? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) E\*Trade and its associated trademarks are the property of their respective owners. --- # Track Your Fidelity Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/fidelity/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Fidelity. United States # Track your Fidelity portfolio with Wealthfolio Connect your eligible Fidelity accounts once. Wealthfolio keeps supported data up to date and brings your retirement and taxable investments together with other institutions. [Connect Fidelity with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Fidelity portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Fidelity portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Fidelity account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Fidelity alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Fidelity](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Fidelity](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Fidelity Available data - ADR, ETF, fixed-income, mutual fund, option, and stock holdings with account balances - Buys, sells, deposits, withdrawals, dividends, option events, and reinvestments Eligible accounts Eligible Fidelity retail, taxable, and retirement accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Fidelity makes source data available daily and it may be delayed by up to 24 hours; Wealthfolio refreshes once per day or whenever you choose Sync now. ## How to connect Fidelity Connection method: OAuth on Fidelity's website. Follow the steps below to add the account. 1. Choose Fidelity in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Fidelity's website and sign in there. 3. Review and authorize the read-only account-data connection. 4. Return to Wealthfolio and allow the first account update to finish. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Fidelity username and password only on Fidelity's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - To connect NetBenefits, you currently also need a Fidelity retail account. If you open another eligible account later, reconnect Fidelity to select it. ## Frequently asked questions ### Can I include a Fidelity NetBenefits account? Yes, but you currently also need a Fidelity retail account. The eligible accounts available to you appear during authorization. ### Why is a new Fidelity account missing? If you open another eligible account after setting up the connection, reconnect Fidelity and select the new account. ### Why does my Fidelity data look a day behind? Fidelity provides data daily, and updates can be delayed by up to 24 hours. You can also choose Sync now in Wealthfolio. ### How much Fidelity activity can Wealthfolio sync? Up to two years may be available, including trades, cash movements, dividends, option events, and reinvestments. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Fidelity? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Fidelity and its associated trademarks are the property of their respective owners. --- # Track Your Interactive Brokers Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/interactive-brokers/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Interactive Brokers. International # Track your Interactive Brokers portfolio with Wealthfolio Connect your eligible Interactive Brokers accounts once. Wealthfolio keeps supported data up to date and brings your multi-currency investments together with other institutions. [Connect Interactive Brokers with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Interactive Brokers portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Interactive Brokers portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Interactive Brokers account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Interactive Brokers alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Interactive Brokers](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Interactive Brokers](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Interactive Brokers Available data - Account balances and positions - Activity included in the configured Flex Query reports Eligible accounts Eligible Interactive Brokers accounts included in your Flex Query reports. Available history Up to two years of account activity may be available. Updates Daily; data may be at least one business day behind. First update Commonly 24–48 hours, with longer waits possible around weekends or holidays. ## How to connect Interactive Brokers Connection method: Use your IBKR Flex Query details. Follow the steps below to add the account. 1. Start the Interactive Brokers connection in Wealthfolio and keep SnapTrade's secure connection window open. 2. Sign in to IBKR separately, open Performance & Reports, then configure SnapTrade under Third-Party Services. 3. Copy the Query ID and token generated by IBKR into the SnapTrade connection window. 4. Complete the connection, return to Wealthfolio, and review your accounts after the first update finishes. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in Wealthfolio never receives your Interactive Brokers username or password. The Flex Query details give SnapTrade access only to the IBKR reports configured for the connection. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Only the accounts and details included in your configured Flex Query reports are returned through this connection. ## Frequently asked questions ### Why is an Interactive Brokers account or activity missing? Wealthfolio receives only the accounts and details included in your Interactive Brokers Flex Query reports. Check the report setup if something is missing. ### How long does the first Interactive Brokers sync take? It commonly takes 24 to 48 hours. Weekends and holidays can add more time, and ongoing data may be at least one business day behind. ### How do I stop access to my Interactive Brokers data? Disconnect the account in Wealthfolio and disable SnapTrade under Interactive Brokers' third-party services. Data already saved in Wealthfolio stays on your device until you delete the account. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Interactive Brokers? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Interactive Brokers and its associated trademarks are the property of their respective owners. --- # Track Your Kraken Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/kraken/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Kraken. International # Track your Kraken portfolio with Wealthfolio Connect your eligible Kraken account once. Wealthfolio keeps supported data up to date and brings your crypto together with stocks, funds, cash, and investments held elsewhere. [Connect Kraken with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Kraken portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Kraken portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Kraken account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Kraken alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Kraken](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Kraken](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Kraken Available data - Account balances and crypto holdings - Ledger activity when the API key includes Query Ledgers permission Eligible accounts Eligible Kraken accounts connected with a read-only API key. Available history Available activity can extend back to the account opening date. Updates Once a day, or whenever you choose Sync now. ## How to connect Kraken Connection method: Use a read-only Kraken API key. Follow the steps below to add the account. 1. Choose Kraken in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Create a Kraken API key with the read permissions shown during setup. Query under Funds is required to connect, and Query Ledgers is required for activity history. 3. Enter the API key in SnapTrade's secure connection window, not on this website. 4. Complete the read-only connection, then return to Wealthfolio and review the account data. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in Your Kraken API key is provided to SnapTrade, not Wealthfolio. SnapTrade encrypts the key it stores to keep the connection working. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Purchase prices are not included in holdings returned through this connection. Wealthfolio can calculate gains and cost basis from complete transaction history, or you can enter missing values yourself. ## Frequently asked questions ### Which Kraken API permissions does the connection need? Use a read-only key. Query under Funds is required to connect, and Query Ledgers is required if you want activity history. ### Why are purchase prices missing from my Kraken holdings? Purchase prices are not included with holdings returned through this connection. Wealthfolio can calculate gains and cost basis when complete transaction history is available, or you can enter missing values yourself. ### How much Kraken activity can Wealthfolio sync? With Query Ledgers enabled, available activity can go back to when you opened the account. ### How do I stop access to my Kraken data? Disconnect the account in Wealthfolio and revoke the API key in Kraken. Data already saved in Wealthfolio stays on your device until you delete the account. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Kraken? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Kraken and its associated trademarks are the property of their respective owners. --- # Track Your Moomoo Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/moomoo/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Moomoo. United States, Canada # Track your Moomoo portfolio with Wealthfolio Connect your eligible Moomoo account once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held elsewhere. [Connect Moomoo with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Moomoo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Moomoo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Moomoo account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Moomoo alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Moomoo](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Moomoo](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Moomoo Available data - ETF, option, and stock holdings with account balances - Buy and sell transactions Eligible accounts Eligible Moomoo accounts in the United States and Canada shown during authorization. Available history Buy and sell activity can extend back to the account opening date; other activity types may be omitted. Updates Moomoo makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Moomoo Connection method: OAuth on Moomoo's website. Follow the steps below to add the account. 1. Choose Moomoo in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Moomoo's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Moomoo username and password only on Moomoo's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - The Moomoo connection syncs buys and sells but not every type of activity. You can use Holding Snapshots when a complete history is unavailable, or add missing dividends, fees, and transfers yourself or by CSV. - Moomoo OAuth authorizations last approximately 30 days. Reconnect after expiration to continue receiving updates. - Market quotes supplied by this connection for Canadian-listed assets can be delayed until the end of the day; US quotes are available in real time. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Which Moomoo accounts can I use? Eligible Moomoo accounts in the United States and Canada appear during authorization. ### How much Moomoo activity can Wealthfolio sync? Buy and sell activity can go back to when you opened the account. Other activity types may not be included. ### Why do I need to reconnect Moomoo? Moomoo authorizations last about 30 days. Reconnect after the authorization expires to keep receiving updates. ### Why is a Canadian market quote delayed? Quotes for Canadian-listed assets can be delayed until the end of the day. Quotes for US assets are available in real time through this connection. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Moomoo? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Moomoo and its associated trademarks are the property of their respective owners. --- # Track Your PNC Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/pnc/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by PNC. United States # Track your PNC portfolio with Wealthfolio Connect your eligible PNC investment accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect PNC with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a PNC portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a PNC portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your PNC account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See PNC alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes PNC](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes PNC](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from PNC Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible PNC investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Once a day, or whenever you choose Sync now. ## How to connect PNC Connection method: OAuth on PNC's website. Follow the steps below to add the account. 1. Choose PNC in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to PNC's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your PNC username and password only on PNC's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much PNC activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my PNC password? No. You sign in on PNC's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect PNC? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) PNC and its associated trademarks are the property of their respective owners. --- # Track Your Public Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/public/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Public. United States # Track your Public portfolio with Wealthfolio Connect your eligible Public account once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect Public with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Public portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Public portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Public account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Public alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Public](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Public](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Public Available data - Crypto, ETF, fixed-income, mutual fund, option, and stock holdings with account balances - Adjustments, buys, sells, deposits, withdrawals, dividends, fees, interest, and transfers Eligible accounts Eligible Public taxable, rollover IRA, Roth IRA, and traditional IRA accounts shown during authorization. Available history Available activity can extend back to the account opening date. Updates Public makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Public Connection method: OAuth on Public's website. Follow the steps below to add the account. 1. Choose Public in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Public's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Public username and password only on Public's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### Which Public accounts can I include? Eligible taxable, rollover IRA, Roth IRA, and traditional IRA accounts appear during authorization. ### How much Public activity can Wealthfolio sync? Available activity can go back to when you opened the account. It can include trades, cash movements, income, fees, interest, transfers, and adjustments. ### Does Wealthfolio get my Public password? No. You sign in on Public's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Public? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Public and its associated trademarks are the property of their respective owners. --- # Track Your Questrade Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/questrade/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Questrade. Canada # Track your Questrade portfolio with Wealthfolio Connect your eligible Questrade accounts once. Wealthfolio keeps supported data up to date and brings your registered, taxable, and multi-currency investments together with other institutions. [Connect Questrade with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Questrade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Questrade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Questrade account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Questrade alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Questrade](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Questrade](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Questrade Available data - ADR, ETF, fixed-income, mutual fund, option, and stock holdings with account balances - Buys, sells, deposits, withdrawals, dividends, and fees Eligible accounts Eligible Questrade accounts approved during authorization. Available history Available activity can extend back to the account opening date. Updates Questrade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Questrade Connection method: OAuth on Questrade's website. Follow the steps below to add the account. 1. Choose Questrade in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Questrade's website and sign in there. 3. Review and authorize read-only access to the eligible accounts you want to track. 4. Return to Wealthfolio and allow the first account update to finish. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Questrade username and password only on Questrade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - A new account may not appear until it has held at least CAD 1,000 for two to three business days. Questwealth Portfolios are not currently available through this connection. ## Frequently asked questions ### Why is my new Questrade account missing? A new account may not appear until it has held at least CAD 1,000 for two to three business days. ### Can I include a Questwealth Portfolio? No. Questwealth Portfolios are not currently available through this connection. ### How much Questrade activity can Wealthfolio sync? Available activity can go back to when you opened the account, including trades, cash movements, dividends, and fees. ### Does Wealthfolio get my Questrade password? No. You sign in on Questrade's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ### [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) Portfolio tracker ## Ready to connect Questrade? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Questrade and its associated trademarks are the property of their respective owners. --- # Track Your Robinhood Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/robinhood/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Robinhood. United States, United Kingdom # Track your Robinhood portfolio with Wealthfolio Connect your eligible Robinhood account once. Wealthfolio keeps supported data up to date and brings stocks, funds, options, or crypto together with accounts held elsewhere. [Connect Robinhood with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Robinhood portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Robinhood portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Robinhood account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Robinhood alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Robinhood](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Robinhood](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Robinhood Available data - ADR, crypto, ETF, option, and stock holdings with account balances - Buys, sells, deposits, withdrawals, dividends, and option events Eligible accounts Eligible Robinhood accounts in the United States and United Kingdom shown during authorization. Available history Available activity can extend back to the account opening date. Updates Robinhood makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Robinhood Connection method: OAuth on Robinhood's website. Follow the steps below to add the account. 1. Choose Robinhood in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Robinhood's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Robinhood username and password only on Robinhood's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Robinhood portfolio sync is available for supported US and UK accounts, but UK ISA accounts are not supported. Portfolio sync is not currently available through this connection for EU accounts. - Stock rewards and bonuses are not returned through this connection. ## Frequently asked questions ### Which Robinhood accounts are supported? Eligible US and UK accounts can appear during authorization. UK ISA accounts are not supported, and portfolio sync is not currently available for Robinhood accounts in the EU. ### Why is a Robinhood reward or bonus missing? Stock rewards and bonuses are not returned through this connection. ### How much Robinhood activity can Wealthfolio sync? Available activity can go back to when you opened the account, including trades, cash movements, dividends, and option events. ### Does Wealthfolio get my Robinhood password? No. You sign in on Robinhood's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Robinhood? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Robinhood and its associated trademarks are the property of their respective owners. --- # Track Your Charles Schwab Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/schwab/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Charles Schwab. United States # Track your Charles Schwab portfolio with Wealthfolio Connect your eligible Charles Schwab accounts once. Wealthfolio keeps supported data up to date and brings your taxable and retirement investments together with other institutions. [Connect Charles Schwab with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Charles Schwab portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Charles Schwab portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Charles Schwab account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Charles Schwab alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Charles Schwab](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Charles Schwab](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Charles Schwab Available data - ADR, ETF, mutual fund, option, and stock holdings with account balances - Adjustments, buys, sells, deposits, withdrawals, dividends, interest, and transfers Eligible accounts Eligible Schwab taxable and retirement accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Schwab makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Charles Schwab Connection method: OAuth on Charles Schwab's website. Follow the steps below to add the account. 1. Choose Charles Schwab in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Schwab's website and sign in there. 3. Review the accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Charles Schwab username and password only on Charles Schwab's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Schwab money-market funds appear as cash rather than as separate holdings. - Some holdings returned through this connection may not include a purchase price. If the original purchase activity is also unavailable, you can enter the missing value yourself or track the account with Holding Snapshots. ## Frequently asked questions ### Why does a Schwab money-market fund appear as cash? Schwab money-market funds are returned as cash through this connection, not as separate holdings. ### What if a Schwab holding has no purchase price? If the original purchase activity is available, Wealthfolio can use it to calculate performance. Otherwise, you can enter the missing value yourself or track the account with Holding Snapshots. ### How much Schwab activity can Wealthfolio sync? Up to two years may be available, including trades, cash movements, dividends, interest, transfers, and adjustments. ### Does Wealthfolio get my Schwab password? No. You sign in on Schwab's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ### [Citi](https://wealthfolio.app/portfolio-tracker/citi/) Portfolio tracker ## Ready to connect Charles Schwab? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Charles Schwab and its associated trademarks are the property of their respective owners. --- # Track Your tastytrade Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/tastytrade/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by tastytrade. International # Track your tastytrade portfolio with Wealthfolio Connect your eligible tastytrade account once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect tastytrade with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a tastytrade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a tastytrade portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your tastytrade account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See tastytrade alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes tastytrade](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes tastytrade](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from tastytrade Available data - Crypto, ETF, futures, option, and stock holdings with account balances - Adjustments, buys, sells, deposits, withdrawals, dividends, fees, interest, option events, and transfers Eligible accounts Eligible tastytrade investment accounts shown during authorization. Available history Available activity can extend back to the account opening date. Updates tastytrade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect tastytrade Connection method: OAuth on tastytrade's website. Follow the steps below to add the account. 1. Choose tastytrade in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to tastytrade's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your tastytrade username and password only on tastytrade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much tastytrade activity can Wealthfolio sync? Available activity can go back to when you opened the account. This can include trades, cash movements, income, fees, interest, option events, transfers, and adjustments. ### Does Wealthfolio get my tastytrade password? No. You sign in on tastytrade's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect tastytrade? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) tastytrade and its associated trademarks are the property of their respective owners. --- # Track Your TIAA Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/tiaa/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by TIAA. United States # Track your TIAA portfolio with Wealthfolio Connect your eligible TIAA account once. Wealthfolio keeps supported investment data up to date alongside accounts held at other institutions. [Connect TIAA with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a TIAA portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a TIAA portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your TIAA account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See TIAA alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes TIAA](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes TIAA](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from TIAA Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible TIAA accounts shown during authorization. Available history Up to two years of account activity may be available. Updates TIAA makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect TIAA Connection method: OAuth on TIAA's website. Follow the steps below to add the account. 1. Choose TIAA in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to TIAA's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your TIAA username and password only on TIAA's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much TIAA activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my TIAA password? No. You sign in on TIAA's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect TIAA? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) TIAA and its associated trademarks are the property of their respective owners. --- # Track Your Trading 212 Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/trading-212/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Trading 212. International # Track your Trading 212 portfolio with Wealthfolio Connect your eligible Trading 212 account once. Wealthfolio keeps supported data up to date and brings your Invest or UK ISA portfolio together with other institutions and currencies. [Connect Trading 212 with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Trading 212 portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Trading 212 portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Trading 212 account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Trading 212 alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Trading 212](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Trading 212](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Trading 212 Available data - Holdings and account balances - Account activity made available through the connection Eligible accounts Trading 212 Invest and UK ISA accounts; other account types, including SIPP accounts, are not currently included. Available history Available activity can extend back to the account opening date. Updates Once a day, or whenever you choose Sync now. First update Usually several minutes; Trading 212 may send a notification about a CSV export while preparing the data. ## How to connect Trading 212 Connection method: Use a read-only Trading 212 API key. Follow the steps below to add the account. 1. Choose Trading 212 in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Create a Trading 212 API key with Account data, Metadata, History, History - Orders, and Portfolio permissions. Leave Orders - Execute off for this read-only connection. 3. Enter the API key in SnapTrade's secure connection window; do not share it on this website. 4. Finish the connection and return to Wealthfolio. The first update can take several minutes, and Trading 212 may send you a notification about a CSV export. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in Your Trading 212 API key is provided to SnapTrade, not Wealthfolio. SnapTrade encrypts the key it stores to keep the connection working. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - For some orders placed by amount rather than number of shares, an exact quantity may be unavailable. SnapTrade can estimate it when the currencies match; otherwise the activity may arrive without a quantity. - The available-to-trade balance may appear as the same amount as cash. ## Frequently asked questions ### Which Trading 212 accounts can I include? Trading 212 Invest and UK ISA accounts are supported. Other account types, including SIPP accounts, are not currently included. ### Why did Trading 212 mention a CSV export? Trading 212 may send this notification while preparing data for the first sync. The first update usually takes several minutes. ### Why is a Trading 212 activity missing its quantity? An exact quantity may be unavailable for an order placed by amount. SnapTrade can estimate it when the currencies match. Otherwise, Wealthfolio may receive the activity without a quantity and mark it for review. ### Which Trading 212 API permissions should I grant? Enable Account data, Metadata, History, History - Orders, and Portfolio. Leave Orders - Execute off. You can revoke the key in Trading 212 to stop access. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Trading 212? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Trading 212 and its associated trademarks are the property of their respective owners. --- # Track Your Transamerica Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/transamerica/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Transamerica. United States # Track your Transamerica portfolio with Wealthfolio Connect your eligible Transamerica account once. Wealthfolio keeps supported investment data up to date alongside accounts held at other institutions. [Connect Transamerica with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Transamerica portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Transamerica portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Transamerica account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Transamerica alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Transamerica](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Transamerica](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Transamerica Available data - ETF and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible Transamerica accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Transamerica makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Transamerica Connection method: OAuth on Transamerica's website. Follow the steps below to add the account. 1. Choose Transamerica in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Transamerica's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Transamerica username and password only on Transamerica's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much Transamerica activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my Transamerica password? No. You sign in on Transamerica's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Transamerica? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Transamerica and its associated trademarks are the property of their respective owners. --- # Track Your Upstox Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/upstox/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Upstox. India # Track your Upstox portfolio with Wealthfolio Connect your eligible Upstox account once. Wealthfolio keeps supported holdings and balances up to date alongside investments held at other institutions. [Connect Upstox with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Upstox portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Upstox portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Upstox account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Upstox alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Upstox](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Upstox](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Upstox Available data - ETF and stock holdings - Total account value Eligible accounts Eligible Upstox investment accounts shown during authorization. Available history Past transactions are not available through this connection. Updates Upstox makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Upstox Connection method: OAuth on Upstox's website. Follow the steps below to add the account. 1. Choose Upstox in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Upstox's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your holdings. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Upstox username and password only on Upstox's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Upstox connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will my Upstox transaction history appear in Wealthfolio? No. This connection provides supported ETF and stock holdings with the total account value, but not past transactions. ### Does Wealthfolio get my Upstox password? No. You sign in on Upstox's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ### [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) Portfolio tracker ## Ready to connect Upstox? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Upstox and its associated trademarks are the property of their respective owners. --- # Track Your U.S. Bank Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/us-bank/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by U.S. Bank. United States # Track your U.S. Bank portfolio with Wealthfolio Connect your eligible U.S. Bank investment accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions. [Connect U.S. Bank with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a U.S. Bank portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a U.S. Bank portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your U.S. Bank account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See U.S. Bank alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes U.S. Bank](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes U.S. Bank](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from U.S. Bank Available data - ETF, mutual fund, and stock holdings with account balances - Buys, sells, deposits, and withdrawals Eligible accounts Eligible U.S. Bank investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates U.S. Bank makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect U.S. Bank Connection method: OAuth on U.S. Bank's website. Follow the steps below to add the account. 1. Choose U.S. Bank in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to U.S. Bank's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your U.S. Bank username and password only on U.S. Bank's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Frequently asked questions ### How much U.S. Bank activity can Wealthfolio sync? Up to two years may be available, including buys, sells, deposits, and withdrawals. ### Does Wealthfolio get my U.S. Bank password? No. You sign in on U.S. Bank's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect U.S. Bank? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) U.S. Bank and its associated trademarks are the property of their respective owners. --- # Track Your Webull Canada Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/webull-canada/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Webull Canada. Canada # Track your Webull Canada portfolio with Wealthfolio Connect your eligible Webull Canada account once. Wealthfolio keeps supported data up to date and brings your Canadian investments together with accounts held elsewhere. [Connect Webull Canada with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Webull Canada portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Webull Canada portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Webull Canada account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Webull Canada alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Webull Canada](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Webull Canada](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Webull Canada Available data - ETF, option, and stock holdings with account balances - Buys, sells, and option events Eligible accounts Eligible Webull Canada investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Webull makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Webull Canada Connection method: OAuth on Webull Canada's website. Follow the steps below to add the account. 1. Choose Webull Canada in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Webull Canada's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Webull Canada username and password only on Webull Canada's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Only one Webull connection can be active for the same account. Connecting it again replaces the previous connection. - Webull Cash accounts can appear, but they do not return transaction history through this connection. - Market quotes supplied by this connection for Canadian-listed assets can be delayed until the end of the day; US quotes are available in real time. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will a Webull Cash account include transaction history? No. A Webull Cash account can appear, but this connection does not return its transaction history. You can still track the holdings it provides. ### Why is a Canadian market quote delayed? Quotes for Canadian-listed assets can be delayed until the end of the day. Quotes for US assets are available in real time through this connection. ### What happens if I connect the same Webull account again? Webull supports one active connection for the same account. A new connection replaces the previous one. ### Does Wealthfolio get my Webull Canada password? No. You sign in on Webull Canada's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ### [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) Portfolio tracker ## Ready to connect Webull Canada? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Webull Canada and its associated trademarks are the property of their respective owners. --- # Track Your Webull US Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/webull/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Webull US. United States # Track your Webull US portfolio with Wealthfolio Connect your eligible Webull US account once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held elsewhere. [Connect Webull US with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Webull US portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Webull US portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Webull US account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Webull US alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Webull US](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Webull US](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Webull US Available data - ETF, option, and stock holdings with account balances - Buys, sells, and option events Eligible accounts Eligible Webull US investment accounts shown during authorization. Available history Up to two years of account activity may be available. Updates Webull makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Webull US Connection method: OAuth on Webull US's website. Follow the steps below to add the account. 1. Choose Webull US in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Webull's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Webull US username and password only on Webull US's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Only one Webull connection can be active for the same account. Connecting it again replaces the previous connection. - Webull Cash accounts can appear, but they do not return transaction history through this connection. - Joint accounts are not currently available through Webull's API. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will a Webull Cash account include transaction history? No. A Webull Cash account can appear, but this connection does not return its transaction history. You can still track the holdings it provides. ### Can I include a joint Webull account? No. Joint accounts are not currently available through Webull's API. ### What happens if I connect the same Webull account again? Webull supports one active connection for the same account. A new connection replaces the previous one. ### Does Wealthfolio get my Webull password? No. You sign in on Webull's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Webull US? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Webull US and its associated trademarks are the property of their respective owners. --- # Track Your Wells Fargo Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/wells-fargo/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Wells Fargo. United States # Track your Wells Fargo portfolio with Wealthfolio Connect your eligible Wells Fargo investment accounts once. Wealthfolio keeps supported stock holdings and balances up to date alongside your other institutions. [Connect Wells Fargo with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Wells Fargo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Wells Fargo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Wells Fargo account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Wells Fargo alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Wells Fargo](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Wells Fargo](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Wells Fargo Available data - Stock holdings and account balances Eligible accounts Eligible Wells Fargo investment accounts shown during authorization. Available history Past transactions are not available through this connection. Updates Wells Fargo makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Wells Fargo Connection method: OAuth on Wells Fargo's website. Follow the steps below to add the account. 1. Choose Wells Fargo in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Wells Fargo's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your holdings. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Wells Fargo username and password only on Wells Fargo's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - Wells Fargo connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity. - Only stock holdings sync from Wells Fargo. Other asset types can be tracked manually. - Wells Fargo IRA accounts currently do not return positions through this connection. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will my Wells Fargo transaction history appear in Wealthfolio? No. This connection provides supported stock holdings and account balances, but not past transactions. ### Why are positions missing from my Wells Fargo IRA? Wells Fargo IRA accounts currently do not return positions through this connection. ### When does Wells Fargo data update? Wells Fargo provides source data daily. Wealthfolio refreshes once a day, or whenever you choose Sync now. ### Does Wealthfolio get my Wells Fargo password? No. You sign in on Wells Fargo's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/) Portfolio tracker ### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/) Portfolio tracker ### [Chase](https://wealthfolio.app/portfolio-tracker/chase/) Portfolio tracker ## Ready to connect Wells Fargo? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Wells Fargo and its associated trademarks are the property of their respective owners. --- # Track Your Zerodha Portfolio | Wealthfolio Source: https://wealthfolio.app/portfolio-tracker/zerodha/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Zerodha. India # Track your Zerodha portfolio with Wealthfolio Connect your eligible Zerodha account once. Wealthfolio keeps supported data up to date and brings your Indian investments together with accounts held elsewhere. [Connect Zerodha with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a Zerodha portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Zerodha portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your Zerodha account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See Zerodha alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes Zerodha](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Zerodha](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from Zerodha Available data - ADR, ETF, and stock holdings with account balances - Buy and sell transactions Eligible accounts Eligible Zerodha investment accounts shown during authorization. Available history At first connection, buy and sell activity can extend back to the account opening date; other activity types may be omitted. Updates Zerodha makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect Zerodha Connection method: OAuth on Zerodha's website. Follow the steps below to add the account. 1. Choose Zerodha in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Follow the redirect to Zerodha's website and sign in there. 3. Review the eligible accounts and read-only access requested for portfolio synchronization. 4. Approve the connection, return to Wealthfolio, and review your accounts. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in With OAuth, you enter your Zerodha username and password only on Zerodha's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - The Zerodha connection syncs buys and sells but not every type of activity. You can use Holding Snapshots when a complete history is unavailable, or add missing dividends, fees, and transfers yourself or by CSV. - The initial historical request can retrieve activity from account opening through the first connection date. Later activity may not appear through that historical request unless you delete and recreate the connection. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Which Zerodha transactions will I see? Wealthfolio can receive buy and sell transactions. Other activity types may not be included. ### Why is later Zerodha activity missing from the historical sync? The first historical request can cover account opening through the date you connect. Later activity may not appear through that request unless you delete and recreate the connection. ### Does Wealthfolio get my Zerodha password? No. You sign in on Zerodha's website and approve read-only access. You can disconnect later to stop future updates. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ### [Kraken](https://wealthfolio.app/portfolio-tracker/kraken/) Portfolio tracker ## Ready to connect Zerodha? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Zerodha and its associated trademarks are the property of their respective owners.