Wealthfolio Files

Big milestone. v2 ships a full-stack revamp, new platform targets, and a workflow upgrade across the board:

🚀 Major Features

Mobile App (iOS/Android) + Desktop App Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations.

Self-Hosted Docker Image First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup.

Spreadsheet-Style Activity Editor A fast grid-based editor for activity management. Supports keyboard shortcuts, inline validation, and bulk edits.

Command+K App Launcher A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus.

Improved Onboarding Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users.

Switch Accounts From Account Section Quick account switching directly inside the account pages. No more backing out to the dashboard.

System Theme Support Automatic light/dark theme selection based on OS settings, with manual override.

CSV Quote Import Import prices and historical quotes directly from CSV files. Useful for custom or unsupported tickers.

🎨 UI/UX Enhancements

• Full UI and styling refresh across the application • Better spacing, sizing, typography, and component consistency • Updated layout patterns to align with modern app UX

🧱 Platform + Codebase Upgrades

• Updated to latest versions of all major frameworks and libraries • Internal refactors to improve maintainability and consistency • Many code cleanups, improvements, and reliability fixes

🔧 Technical Fixes & Improvements

• Encode Yahoo API queries to handle special characters (#391) • Use nonnegative() for quantity validation across asset types (#404) • Quotes import functionality added (#378) • Docker docs and config improvements (#422) • Web server enhancements (not a redesign) (#419, [#421]) • Sonner notification system customization (#420) • Minor bug fixes (#426)