Source: https://wealthfolio.app/changelog/3_6_0/

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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**.

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#### **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. 💛