From e3af5a93ab493e948ba5a2897651a97934c847ea Mon Sep 17 00:00:00 2001 From: advenacodex Date: Wed, 10 Jun 2026 13:04:40 +0200 Subject: [PATCH] Add WealthTax community directory addon FIFO realized gains and open positions tax report addon for Wealthfolio (https://github.com/advenacodex/wealth-tax). --- community/README.md | 1 + community/directory/wealth-tax/addon.store.json | 15 +++++++++++++++ 2 files changed, 16 insertions(+) create mode 100644 community/directory/wealth-tax/addon.store.json diff --git a/community/README.md b/community/README.md index 08a1655..64f64d7 100644 --- a/community/README.md +++ b/community/README.md @@ -7,6 +7,7 @@ Community addons are author-maintained. Unverified directory entries are for dis | Asset Amount & Cash Timeline | bryanrvo1511 | Tracks cash balance and asset accumulation over time with transaction-level insights and holding timelines. | community | unverified | active | | [Repo](https://github.com/bryanrvo/Asset-amount-Cash-Timeline-add-on) | | Lunch Money Addon | elson8012 | Imports accounts and balances from Lunch Money into Wealthfolio with a one-click update. | community | unverified | active | | [Repo](https://github.com/elson/lunchmoney-addon) | | Value Averaging Addon | wujoe | Runs a value averaging strategy with portfolio weights, top-up rules, growth schedules, and per-ticker investment amounts. | community | unverified | active | | [Repo](https://github.com/WuJoe826/Value-Averaging-Addon) | +| WealthTax | advenacodex | FIFO realized gains and open positions tax report, with support for stock splits and capital increases. | community | unverified | active | | [Repo](https://github.com/advenacodex/wealth-tax) | | Wealthfolio Dividend Tracker | ragnarok896209 | Dividend tracking by year, month, and security with stacked bar charts and per-account tables. | community | unverified | active | | [Repo](https://github.com/ragnarok-89/Wealthfolio-Dividend-Tracker) | | Wealthfolio Rebalancer | ibalboteo | Portfolio rebalancing addon for target allocations and long-term portfolio planning. | community | unverified | active | | [Repo](https://github.com/ibalboteo/wealthfolio-rebalancer) | diff --git a/community/directory/wealth-tax/addon.store.json b/community/directory/wealth-tax/addon.store.json new file mode 100644 index 0000000..f113545 --- /dev/null +++ b/community/directory/wealth-tax/addon.store.json @@ -0,0 +1,15 @@ +{ + "$schema": "../../../schemas/addon-store.schema.json", + "id": "wealth-tax", + "name": "WealthTax", + "description": "FIFO realized gains and open positions tax report, with support for stock splits and capital increases.", + "author": { + "name": "advenacodex", + "url": "https://github.com/advenacodex" + }, + "trust": "community", + "verification": "unverified", + "status": "active", + "tags": ["taxes", "fifo", "reporting"], + "repository": "https://github.com/advenacodex/wealth-tax" +}