Wealthfolio v1.2.0 Release Notes
New: Add-ons System 🎉
We've built an add-ons system that lets you extend Wealthfolio with specialized tools. This release includes:
Add-ons Store
Browse, install, and manage add-ons from a dedicated store within the app.
Launch Add-ons
- Goal Progress Tracker - Track progress toward your financial goals
- Investment Fees Tracker - Monitor fees across your investments
The add-ons system provides a foundation for adding more focused tools in future releases. The community will be able to build and share some amazing add-ons.
Developer Resources
We also released a complete developer toolkit:
- @wealthfolio/addon-sdk - SDK to develop Wealthfolio add-ons
- @wealthfolio/ui - Wealthfolio's shared UI component library built on shadcn/ui and Tailwind CSS
- @wealthfolio/addon-dev-tools - Development tools with hot reload server and CLI
- Developer Documentation - Complete guide to building add-ons
Other Changes
Interface Updates
- Added company logo icons for tickers
- Improved activity and holdings table layouts
- New bulk import form for adding multiple holdings at once
New Features
- Edit asset names directly from the asset page
- Toggle between asset names and symbols in holdings composition view
- Dedicated backup and restore page for your database
- Comment field added to activity forms
- Settings menu item in the main app menu
Improvements
- CSV import now supports negative amounts
- Cash balance validation warns you before BUY activities that would overdraw your account
- And a lot more improvements and bug fixes
Screenshots
Add-ons
Other features
