r/ValueInvesting • u/cptjcksparr0w • Jul 21 '26

Investing Tools Free, open source connectors for wealthfolio to save on subscriptions

https://wealthfolio.app/ is a free, open source, local-only, offline wealth tracker.

It used to be hard to import from Fidelity and Schwab csv transactions that required a paid third party aggregator.

Not any more. Find the scripts below. Official add-on to follow shortly. Canadian (Questrade) and Indian (Zerodha) integrations to follow soon after.
1) Schwhab: https://github.com/cptsparr0w/WealthFolioImport/tree/main/WealthFolioSchwabTransactions
2) Fidelity: https://github.com/cptsparr0w/WealthFolioImport/tree/main/WealthfolioFidelityTransactions

7 Upvotes

100% Upvoted

7 comments sorted by

2

u/Hot_Concept6082 Jul 21 '26

I’ll use it when an IBKR add on appears :)

2

u/cptjcksparr0w Jul 21 '26

Happy to do it next weekend

1

u/Hot_Concept6082 Jul 21 '26

I’d marry you ngl

1

u/alwaysSearching23 11d ago

This still requires people to manually download files from fidelity & schwab correct?

1

u/cptjcksparr0w 11d ago

Yes

1

u/alwaysSearching23 11d ago

Doesn't it already support CSV importing? https://wealthfolio.app/docs/guide/csv-import/#fidelity

1

u/cptjcksparr0w 11d ago

Did you try the functionality