A Wealthfolio addon that finds missing dividend activities in your portfolio by fetching historical dividend data from Wealthfolio market data providers.
This addon uses the published Wealthfolio packages (@wealthfolio/ui,
@wealthfolio/addon-sdk, @wealthfolio/addon-dev-tools) from npm, so build/test
commands run standalone after a pnpm install.
- Scans your current holdings for securities
- Fetches the last 5 years of dividend history from Wealthfolio market data providers
- 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
- Download or build the
.zipfile (see Build below) - In Wealthfolio, go to Settings → Addons → Install from file
- Select the downloaded
.zip.
# Install dependencies
pnpm install
# 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 rendering
- data hooks for accounts, holdings, asset profiles, market dividends, existing dividends, position activities, dividend suggestions, saving, and local dividend data
- 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
- Dividend data is fetched through Wealthfolio's configured market data providers. This addon requires Wealthfolio 3.6.0 or newer.
- Dividends are deduplicated with a ±3 day window to account for ex-date vs. pay-date differences between brokers and market data providers.
- No dividend data is stored by the addon itself — everything lives in Wealthfolio's standard activity records.
MIT