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Releases: leppa/convert-to-wealthfolio

Convert to Wealthfolio v0.2.0

09 Apr 21:59
@leppa leppa
0.2.0
63541d4

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Convert to Wealthfolio v0.2.0 Latest
Latest

Make sure to also check the Announcement.

This release adds support for transaction history exported from the Lime Trading brokerage. It also adds support for the new instrumentType field in the output CSV and a new optional InstrumentType column in the Generic format plugin. Additionally, it introduces the ability to explicitly disable or force colored output via CLI options or environment variables.

Added

  • Lime.co format plugin - supports CSV files exported from the Lime Trading brokerage.
  • Support for the new instrumentType field that was added to Wealthfolio in March 2026.
  • New optional InstrumentType column in the Generic format plugin. If not present or empty, it will be converted to an empty value in the output CSV.
  • Ability to explicitly disable or force colored output via CLI options (--no-color and --color) or environment variables (NO_COLOR and FORCE_COLOR).

Fixed

  • Add subtype field as optional for dividend and interest transaction types. Previously the requirement was not set, which defaulted to ignoring the field and caused the converter to clear it for these activities.
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Convert to Wealthfolio v0.1.0

26 Mar 20:47
@leppa leppa
0.1.0
8251b26

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Convert to Wealthfolio v0.1.0

The first release of Convert to Wealthfolio. See the Announcement for more details.

Added

  • Core functionality for the converter:
    • Command-line interface (CLI) for conversion and format information.
    • Plugin system for adding custom format converters.
    • Plugin system for symbol resolution using ISINs, CUSIPs, and company names.
    • Field validation and error handling to ensure data integrity during conversion.
    • Logging system with colorized output and possibility to set log verbosity via CLI.
  • Ability to specify the default currency to use when it's not present in the input CSV.
  • Ability to override symbols using an INI file.
  • Ability to map ISINs, CUSIPs, and company names to symbols using an INI file.
  • Generic format plugin with flexible column arrangement and activity names. Mainly as an example, because Wealthfolio's import system is very flexible and should be able to handle same formats without the need for a custom converter.
  • Project documentation and user guides.
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