wealthfolio

Data conversion from Actual Budget to Wealthfolio

🧐 Home Assistant add-on for Wealthfolio

Wealthfolio addon that extracts investment transactions from brokerage PDFs and images using AI vision models.

Convert various CSV formats for import to Wealthfolio

WealthVN — Vietnamese-market portfolio tracker. Local-first desktop app (Tauri + Rust + TypeScript), fork of Wealthfolio, Việt hoá + dữ liệu thị trường VN

Broker eXchange Parser — universal ETL for tabular data: declarative JSON5 templates transform CSV, XLSX and JSON exports, e.g. broker statements into Wealthfolio and brycht.app imports. Desktop editor with a live debugger, CLI and MCP server.

Sync bank, credit-card and investment data from SimpleFIN Bridge into Wealthfolio, as a Wealthfolio addon.

Swedish capital income tax per calendar year inside Wealthfolio — ISK, depå and crypto, with a K4/SRU export for Skatteverket

wealthfolio companion app (EU)

Wealthfolio addon that tracks Tesouro Direto (Brazilian Treasury) bonds.

Connect your brokers and banks to Wealthfolio — import your account data in the currency your provider recorded it in.

A portable data bridge for normalizing Fidelity position snapshots into Wealthfolio compatible CSV imports.

Prowlarr for your money: sync exchanges, brokers and wallets (read-only) into Wealthfolio and other portfolio tools

Official Unraid CA template for Wealthfolio — a local-first open-source personal finance app

Wealthfolio addon: would a different investment have done better with your money?

Unofficial read-only Trading 212 Stocks & Shares ISA sync add-on for Wealthfolio.

FIFO tax reporting addon for Wealthfolio: realized gains, cost basis and open lots, 100% local / Informe fiscal FIFO para Wealthfolio

wf, a command-line client for self-hosted Wealthfolio. It uses the same REST API as the web app and outputs JSON for scripts and AI agents like Claude Code.

Sync EU/UK bank balances + transactions into Wealthfolio via open-banking.io (community addon)

Custom activity statistics dashboards for Wealthfolio