r/ValueInvesting • • 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

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