A Wealthfolio addon that extracts investment transactions from brokerage PDFs and images using AI vision models, then imports them directly into your portfolio.
- Upload a PDF or image of a brokerage statement
- The addon detects whether each PDF page is native text or scanned, and uses the best extraction method for each
- AI reads the document and extracts transactions automatically
- Review the results in an editable table — suspicious values are flagged for your attention
- Select a Wealthfolio account and import — no CSV files, no copy-paste
- Download
ai-importer.zipfrom the latest release - 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.
You need an API key from one of:
Both providers use vision-based document extraction with structured output. Configure your key in the addon's settings panel.
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.
- 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. Cross-currency reconciliation is left to Wealthfolio.
- Scanned/handwritten documents — scanned PDFs fall back to vision-based extraction automatically, but poor scan quality will reduce accuracy. Handwritten documents are not supported.
- 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
cd addon
npm install
npm run dev:server # hot-reload on port 3001Enable addon dev mode in Wealthfolio with VITE_ENABLE_ADDON_DEV_MODE=true.
This project is licensed under the GNU Affero General Public License v3.0.