[jedc]

from the docs:

"Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions."

[barbazoo]

So data has to be imported since the start then I'm assuming, like a complete ledger? Otherwise how would we know the complete list and the value of the investments over time. Won't that get out of sync with the ground truth (what's in the account) over time?

[a-fadil]

You can also start from one snapshot of your current holdings and just add transactions as you go to build the timeline.