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Add converters for popular brokerage CSV formats

Open avishai opened this issue 1 month ago • 2 comments

Each brokerage has their own quirky CSV format, which means that to use Wealthfolio, you have to do some pre-processing on the broker's CSV before importing.

There are already a few issues open about various brokerage CSVs. (https://github.com/afadil/wealthfolio/issues/380, https://github.com/afadil/wealthfolio/issues/411). I propose that we centralize and standardize the processing of these files.

Based on this list, I propose native support for converting a CSV for the following largest US brokers, plus a couple of others:

  • Schwab (already wrote one in Ruby; Schwab format has a lot of quirks)
  • Vanguard
  • Fidelity
  • JP Morgan
  • Robinhood (popular among amateur investors)
  • Interactive Brokers (also seems popular in investing threads)

See also: OFX Statement

avishai avatar Nov 12 '25 19:11 avishai

Example of Vanguard CSV export

66tree avatar Nov 17 '25 02:11 66tree

I would like to add

InvestEngine Trading212

InvestEngine is also very quirky and requires a lot of processing to each entry.

There is an issue with UK equities that are in pence as well that I have to change after import.

It would be great to add the ability to not import some entries on the final screen. Ie ones you know will cause a problem.

sticilface avatar Nov 22 '25 07:11 sticilface