A Wealthfolio addon that finds missing dividend activities in your portfolio by fetching historical dividend data from Yahoo Finance.
This addon depends on Wealthfolio workspace packages (@wealthfolio/ui,
@wealthfolio/addon-sdk, @wealthfolio/addon-dev-tools), so build/test commands
should be run from a Wealthfolio workspace where those packages are available.
- Scans your current holdings for securities
- Fetches the last 2 years of dividend history from Yahoo Finance (no API key required)
- Compares against your existing DIVIDEND activities
- Only suggests dividends you were eligible for — uses your BUY/SELL/SPLIT/TRANSFER history to compute the exact share count at each ex-date, skipping dividends from before you owned the stock
- Calculates the correct dividend amount based on your historical position size at each ex-date (not your current holdings)
- Surfaces missing dividends as pre-checked suggestions you can review and bulk-add
Shows dividends that appear in Yahoo Finance history but are absent from your Wealthfolio activities (no matching entry within ±3 days for the same symbol and account).
Each row is editable before saving:
- Amount — inline editable in case Yahoo's figure differs from what you received
- Account — dropdown if you hold the same symbol in multiple accounts
Click Add Selected to create all checked dividends at once.
Shows your existing DIVIDEND activities (most recent first), so you can verify what was added.
- Download or build the
.zipfile (see Build below) - In Wealthfolio, go to Settings → Addons → Install from file
- Select the downloaded
.zip.
# From wealthfolio repo — build workspace packages (one-time or after package changes)
pnpm --filter @wealthfolio/ui build
pnpm --filter @wealthfolio/addon-sdk build
# From this repo — clean, build, and package into a zip
pnpm bundleThe zip is written to dist/.
pnpm testThe automated test suite covers:
- addon registration and disable cleanup
- page-level tab rendering
- suggestions and history tab states and interactions
- data hooks for accounts, holdings, asset profiles, Yahoo dividends, existing dividends, and position activities
- core utilities in
src/lib
For local iteration:
# Watch mode
pnpm test:watch
# Coverage report
pnpm test -- --coverage# In wealthfolio repo — start the app in addon dev mode
VITE_ENABLE_ADDON_DEV_MODE=true pnpm tauri dev
# In this repo — watch-build the addon and serve it
pnpm dev:server
- Yahoo Finance data is fetched directly from the Tauri webview, which has no CORS restrictions. The feature will not work in a browser-based deployment.
- Dividends are deduplicated with a ±3 day window to account for ex-date vs. pay-date differences between brokers and Yahoo Finance.
- No dividend data is stored by the addon itself — everything lives in Wealthfolio's standard activity records.
MIT