Data stored in SQLite file

One way to do it is to import a line with type deposit or transfer in with symbol=$CASH-USD(or other account currency)

You log your dividends/interest and you have a dashboard in Holding section -> Income Tab

There is an example within the app. On the import screen, navigate to the top right corner and click on "How to Import CSV" for further instructions.

Works for me. If the tickers is in Yahoo Finance, it should be supported.

wealthfolio.app to check for new app versions. yahoo.com to fetch ticker symbols and quotes

I developed, the app as a side project for my needs. Made the decision to move to another public repository to open sourced and not to keep the git history. App code is simple to read if you want to check security and privacy concerns.

For now only a standard csv file is supported with these columns: Date, Symbol, Quantity, Activity Type, Unit Price, Currency, and Fee. Supported activity types: BUY SELL DIVIDEND INTEREST DEPOSIT WITHDRAWAL TRANSFER_IN TRANSFER_OUT CONVERSION_IN CONVERSION_OUT FEE TAX Example CSV format: date,symbol,quantity,activityType,unitPrice,currency,fee 2024-01-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0 2023-12-15T15:02:36.329Z,MSFT,30,BUY,368.6046511627907,USD,0 2023-08-11T14:55:30.863Z,$CASH-USD,600.03,DEPOSIT,1,USD,0

Seems like this arrangement of columns can't properly support dividends, as 1) there is no change to the held quantity when a dividend is issued, 2) the unit price of the symbol is irrelevant, and 3) there is no column to record the actual amount received. My bank records a quantity of 0 and a dummy unit price of $1. It would be incorrect for the bank to record a non-zero quantity.

Why would that preclude supporting dividends? As you mentioned, unit price and quantity can simply be ignored for those rows.

Supports Crypto Assets as well.