Brokerage data sync (Trading 212, Schwab, Fidelity, IMAP-CSV) → Wealthfolio. Image is published as viktor/wealthfolio-sync per the wealthfolio stack convention.
e83c5a0a8f
Maps Trades (BUY/SELL) and CashTransactions (DIVIDEND, TAX, INTEREST, FEE, DEPOSIT, WITHDRAWAL) from an IBKR Flex Activity Query to broker-sync Activity objects. Adds canonical_symbol helper (LSE → .L suffix when exchange=LSE* or currency=GBP). Exposes OpenPositions for the reconciliation step that runs at the CLI layer. Guards against wrong-account writes by checking stmt.accountId == IBKR_ACCOUNT_ID_UPSTREAM before yielding any activities. 13 unit tests cover all the mappings + the mismatch guard. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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| .github/workflows | ||
| .woodpecker | ||
| broker_sync | ||
| docs | ||
| tests | ||
| .gitignore | ||
| Dockerfile | ||
| poetry.lock | ||
| pyproject.toml | ||