Oleksii Serdiuk
Published on Oleksii Serdiuk (https://oleksii.name)

Home > Convert to Wealthfolio

Convert to Wealthfolio [1]

Short description: 

Convert various CSV formats for import to Wealthfolio

Homepage: 

https://github.com/leppa/convert-to-wealthfolio

Supported platforms: 

  • Windows
  • Linux
  • Mac OS X

UI Languages: 

  • English

Technologies: 

  • TypeScript
  • Node.js
  • GitHub Copilot

Description: 

About

Convert to Wealthfolio is a command-line tool that converts various CSV formats into a format that can be imported into Wealthfolio [2]. The architecture uses a plugin-based system to support multiple input formats.

Features

  • TypeScript: Full type safety and modern JavaScript features.
  • CLI Interface: Command-line tool for easy conversion and automation.
  • Plugin Architecture: Makes it easy to add new format converters by creating new plugins.
  • Format Detection: Automatically detects input format.
  • Field Validation: Validates all output records against activity type-specific field requirements.
  • Symbol Resolution: Supports pluggable data providers for symbol, ISIN, CUSIP, and company name lookups.
  • Symbol and ISIN Override and Mapping: Allows using an INI file to override symbols and ISINs; map symbols from ISINs, CUSIPs, and company names; map ISINs from symbols, CUSIPs, and company names.
  • Advanced Logging: Colorized log output with configurable log verbosity levels.
  • Comprehensive Testing: Full test coverage to ensure reliability.
  • Minimal Dependencies: Only uses lean libraries as runtime dependencies with none or minimal transitive dependencies.

For more information, see the README on GitHub [3].

My contribution: 

I am the author of this project.

Tags: 

  • Open Source
  • Conver to Wealthfolio
Short URL: https://olse.me/OFs
Copyright © 2014-2018 Oleksii Serdiuk.

Source URL (modified on 21.04.2026 - 15:13): https://oleksii.name/en/projects/convert-to-wealthfolio

Links
[1] https://oleksii.name/en/projects/convert-to-wealthfolio
[2] https://wealthfolio.app/
[3] https://github.com/leppa/convert-to-wealthfolio?tab=readme-ov-file