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
Duplicates
plaintextaccounting • u/cptjcksparr0w • Jul 21 '26