AI Importer for Wealthfolio

A Wealthfolio addon that extracts investment transactions from brokerage PDFs and images using AI vision models, then imports them directly into your portfolio.

How It Works

1. Upload a PDF or image of a brokerage statement
2. The addon detects whether each PDF page is native text or scanned, and uses the best extraction method for each
3. AI reads the document and extracts transactions automatically
4. Review the results in an editable table — suspicious values are flagged for your attention
5. Select a Wealthfolio account and import — no CSV files, no copy-paste

Install

1. Download ai-importer.zip from the latest release
2. Install via the Wealthfolio addon manager, or extract to your addons directory

For self-hosted instances, set WF_ADDONS_DIR and extract the ZIP there.

AI Providers

The addon works with any OpenAI-compatible endpoint that supports vision (image input) and structured output. Set the base URL, API key, and model in the addon's settings panel.

• OpenAI — GPT-5.4-mini (default). Recommended for accuracy.
• Local models — point the base URL at Ollama (http://localhost:11434/v1) or LM Studio (http://localhost:1234/v1); no API key required. Use a vision-capable model and enable CORS for this app's origin.
• Other providers — any service exposing an OpenAI-compatible /chat/completions endpoint with vision and JSON-schema output works.

Your documents and API key are sent only to the endpoint you configure. For your protection, the addon refuses to send an API key over plain HTTP to a non-local host.

What's Supported

Document formats: PDF and images (PNG, JPG, etc.). Multi-page PDFs are supported — native text PDFs use layout-aware text extraction for better accuracy on dense financial tables, while scanned PDFs and images use AI vision. Mixed documents (some pages native, some scanned) are handled automatically.

Large documents: Documents up to 100 pages are supported. Large documents are split into chunks and processed sequentially with progress indication.

Activity types: BUY, SELL, SPLIT, DIVIDEND, DEPOSIT, WITHDRAWAL, TRANSFER_IN, TRANSFER_OUT, INTEREST, CREDIT, FEE, TAX, ADJUSTMENT

Confidence flagging: After extraction, the addon evaluates each transaction for suspicious values (e.g. unusually high quantities, missing fields, unlikely prices). Flagged cells are highlighted in amber with a tooltip explaining the concern, so you can review them before importing.

Duplicate detection: The addon checks for existing transactions before importing, so you won't accidentally re-import the same statement.

What's Not Supported

• Automatic symbol lookup — the AI extracts ticker symbols as-is from the document. If your broker uses a non-standard symbol format, you may need to edit it in the review table.
• Multi-currency FX conversion — transactions are imported in the currency shown on the document. When the document prints an explicit conversion rate for a transaction, the addon passes it through to Wealthfolio as metadata, but it does not convert amounts itself or look up historical rates.
• Scanned/handwritten documents — scanned PDFs fall back to vision-based extraction automatically, but poor scan quality will reduce accuracy. Handwritten documents are not supported.

Privacy

• The addon runs entirely inside Wealthfolio's desktop environment
• Your documents are converted to images in-memory and sent directly to the AI provider you choose — they never pass through any intermediary server
• API keys are stored in Wealthfolio's secure secrets storage and only sent to the selected AI provider

Development

cd addon
npm install
npm run dev:server    # hot-reload on port 3001

Enable addon dev mode in Wealthfolio with VITE_ENABLE_ADDON_DEV_MODE=true.

License

This project is licensed under the GNU Affero General Public License v3.0.