Source: https://wealthfolio.app/changelog/3_4_0/

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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.

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#### **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”.