{"full_name":"wealthfolio/wealthfolio","owner":"wealthfolio","name":"wealthfolio","url":"https://github.com/wealthfolio/wealthfolio","description":"A beautiful, private, local-first personal finance tracker. Investments, net worth, spending, and simulations.","homepage":"https://wealthfolio.app","topics":[],"language":"Rust","license":"AGPL-3.0","avatar":"https://avatars.githubusercontent.com/u/183885451?v=4","created_at":"2024-05-27T14:44:18Z","pushed_at":"2026-11-10T03:45:50Z","metrics":{"stars":9403,"forks":811,"watchers":33,"issues":1175,"prs":1288,"releases":71,"issues_open":null,"issues_closed":null,"prs_open":null,"prs_closed":null,"prs_merged":null,"discussions":97},"growth":{"day":{"stars":7,"forks":1,"base_day":"2026-11-09"}},"history":{"dates":["2026-11-09","2026-11-10"],"stars":[9396,9403],"forks":[810,811],"watchers":[33,33],"issues_open":[null,null],"prs_open":[null,null]},"boards":{},"same_owner":[],"issues":[{"number":223,"title":"Appimage starts up blank","comments":16,"created_at":"2025-03-16T18:06:21Z"},{"number":303,"title":"[Bug] Portfolio Performance is not displayed correctly","comments":15,"created_at":"2025-06-18T16:52:59Z"},{"number":197,"title":"SimpleFIN integration","comments":12,"created_at":"2025-01-03T23:01:59Z"},{"number":394,"title":"Confusion TRANSFER_IN and TRANSFER_OUT","comments":9,"created_at":"2025-09-28T16:11:21Z"},{"number":626,"title":"Mobile app v.3 crashes when trying to backup","comments":7,"created_at":"2026-02-27T12:41:21Z"},{"number":601,"title":"[Feature] v3.0.0-beta.5 | Allocation Targets & Rebalancing Advisor | Before PR.","comments":8,"created_at":"2026-02-18T15:45:18Z"},{"number":1119,"title":"Odd calculations all over the place after 3.5 update","comments":7,"created_at":"2026-06-15T07:02:47Z"},{"number":1015,"title":"[BUG] Transaction holdings do not support sell-first option positions; buy-to-close creates phantom long option holdings","comments":7,"created_at":"2026-05-24T16:41:24Z"}],"discussions":[{"number":2420,"title":"[Feature Request] Monthly expense view: track spending by category over time, not only as an aggregate","comments":0,"category":"Ideas","created_at":"2026-11-01T14:47:47Z"},{"number":2409,"title":"Community Helm chart for self-hosting Wealthfolio on Kubernetes","comments":0,"category":"Show and tell","created_at":"2026-10-31T19:23:47Z"},{"number":2073,"title":"Connect Basic - PC => iOS - Not Syncing? (v3.10.0)","comments":0,"category":"Q&A","created_at":"2026-10-16T12:05:52Z"},{"number":1948,"title":"Custom Date Range on Dashboard for Investments / Net Worth Pages","comments":0,"category":"Ideas","created_at":"2026-10-10T17:38:04Z"},{"number":1885,"title":"UK Specific Tax Add On","comments":0,"category":"Ideas","created_at":"2026-10-04T15:30:27Z"},{"number":1850,"title":"Recurring transactions for cash accounts (subscriptions, rent, salary)","comments":0,"category":"Ideas","created_at":"2026-09-30T18:33:38Z"},{"number":1806,"title":"Withdrawal from credit card","comments":1,"category":"Q&A","created_at":"2026-09-25T09:54:11Z"},{"number":1777,"title":"Savings categories not available in spending tracker","comments":1,"category":"Q&A","created_at":"2026-09-22T10:18:05Z"}],"latest_release":{"name":"v3.12.0","tag":"v3.12.0","published_at":"2026-11-01T17:50:10Z","body":"3.12.0 adds seven themes, a text size setting, and gain and loss colours for\r\nmarkets where red means up. The phone app now keeps a stack of screens for each\r\ntab, the dashboard and Insights share one time period, and a rebalancing\r\nworksheet works out adjustments from your allocation target. Fund conversions,\r\nnew price sources and AI agent access to Spending round it out, with fixes\r\nacross spending, goals, performance, import and mobile.\r\n\r\n<img width=\"1600\" height=\"900\" alt=\"v3120-release-note\" src=\"https://github.com/user-attachments/assets/bfaae876-b160-4cb3-b063-ad01188a92f8\" />\r\n\r\n## Highlights\r\n\r\n- **Themes.** Seven new themes join Classic: Signature, Ember, Cupertino,\r\n  Newspaper, Cyber, Terminal and Poster. Pick one in Settings → Appearance or\r\n  during setup. The theme is saved per device; new profiles start on Signature\r\n  and existing ones keep Classic. Charts follow the theme, and Classic's charts\r\n  now use softer colours. (#2305, #2360, #2361)\r\n- **Text size.** Settings → Appearance → Text size: Small, Default, Large or\r\n  Extra large, on this device. On iPhone and Android the app starts from the\r\n  system text size. (#2323)\r\n- **Gain and loss colours.** Choose Red up, green down or Red up, blue down, as\r\n  in China, Taiwan, South Korea and Japan. Green up stays the default. (#2326)\r\n- **Phone navigation.** Each tab of the bottom bar keeps its own stack of\r\n  screens, so going back returns to the screen as you left it. Swipe from the\r\n  left edge to go back on iPhone; Android's Back button steps back through the\r\n  tab. Holdings joins the bar, which is a full-width Material bar on Android.\r\n  (#2287, #2290, #2295, #2384)\r\n- **One time period.** The period you pick on the dashboard or in Insights\r\n  carries over to the other tabs, and Investments and Net Worth get Spending's\r\n  calendar picker. (#2285)\r\n- **Rebalancing worksheet.** It replaces the Rebalance planner: open a target's\r\n  details and choose **Open rebalancing**. Pick the cash to deploy, accounts and\r\n  eligible securities, adjust the suggested trades, then copy or export them.\r\n  Nothing is executed. (#1612)\r\n- **Fund conversions.** Record a fund switch, a share-class conversion or a\r\n  fund-to-ETF conversion as **Fund conversion**: the new units keep the old\r\n  ones' cost and dates, and nothing is sold. (#2336)\r\n- **More price sources.** A provider catalog in Settings → Market data, with\r\n  **AMFI** for Indian mutual funds and the **Moscow Exchange**, both off until\r\n  you add them. Custom providers get a TMX Money template and POST requests.\r\n  (#2367, #2356, #2365, #2380, #2386, #1800, #1916)\r\n- **Spending for AI agents.** Three new permissions, View spending, Organize\r\n  spending and Manage budgets, let an agent read and organize your spending and\r\n  budgets. Changes are shown for review before they're saved. (#2251, #2296)\r\n- **Retirement and savings goals share accounts.** A savings goal can take part\r\n  of an account Retirement uses; the retirement chart marks each goal. (#2398)\r\n\r\n## Upgrading\r\n\r\n- Nothing is recalculated on first launch, and existing profiles keep their look\r\n  (Classic and Mono). (#2361)\r\n- **AI agent access:** existing tokens keep exactly their permissions. An agent\r\n  that used the categorization tools needs View spending, plus Organize spending\r\n  to make changes: edit the token in Settings → AI agent access and reconnect\r\n  the agent. **Activities — commit/write** now also allows deleting and voiding\r\n  activities. (#2135, #2296)\r\n- **Synced devices:** update them all before you change gain and loss colours,\r\n  record a fund conversion, or let a savings goal share an account with\r\n  Retirement. Devices still on 3.11 don't handle them correctly. If one received\r\n  a conversion while on 3.11, open that account after updating and choose\r\n  **Recalculate History**. (#2326, #2336, #2398)\r\n- **Savings goals** may show a different status or monthly amount: the expected\r\n  return is now a yearly rate, as in the retirement pl"},"readme":true,"readme_zh":false,"news":[],"stale":false,"snapshot_at":"2026-11-10T09:35:25Z","history_start":"2026-09-06"}