wealthgrabber

Wealthsimple Account Viewer CLI. Secure and simple tool to view your Wealthsimple account balances, transactions, and holdings from the command line.

Features

• Secure Authentication: Uses system keyring to safely store credentials.
• Account Listing: Clear overview of all your accounts and their current values.
• Transaction History: View activities and transactions across your accounts.
• Asset Positions: Monitor your investment holdings with P&L tracking.
• Multiple Output Formats: Table (default), JSON, and CSV output for easy integration.
• Privacy Focused: No data is stored externally; everything runs locally.

Installation

This project is managed with uv.

Quick Install

Install the application globally so you can run wealthgrabber directly:

# Clone the repository
git clone <your-repo-url>
cd wealthgrabber

# Install the application
make install

After installation, you can use wealthgrabber directly without the uv run prefix:

wealthgrabber --help
wealthgrabber login
wealthgrabber list

Development Setup

For development, you can use uv sync to set up the environment:

# Install dependencies and sync environment
uv sync

# Run with uv (if not globally installed)
uv run wealthgrabber --help

Usage

The CLI provides five main commands: login, logout, list, activities, and assets.

All commands support the --verbose/-v flag for detailed status messages during execution.

Authentication

Login

Authenticate with your Wealthsimple credentials. This supports 2FA and will cache your session securely.

wealthgrabber login

Options:

• --force/-f: Force a new login even if a valid session exists.
• --username/-u EMAIL: Email address to login with. If not provided, uses cached email or prompts.

Logout

Clear stored session and optionally cached email.

wealthgrabber logout

Options:

• --username/-u EMAIL: Email address to clear session for. If not provided, uses cached email.
• --clear-email/-c: Also clear the cached email address.

Accounts

List Accounts

View a summary of your accounts with their current values.

wealthgrabber list

Options:

• --show-zero/-z: Show accounts with zero balance (default: true).
• --liquid-only/-l: Show only liquid accounts (excludes RRSP, LIRA, Private Equity, Private Credit).
• --not-liquid/-n: Show only non-liquid accounts (RRSP, LIRA, Private Equity, Private Credit).
• --format/-f {table,json,csv}: Output format (default: table).

Examples:

# View all accounts as table (default)
wealthgrabber list

# Show only liquid accounts in JSON format
wealthgrabber list --liquid-only --format json

# Show non-liquid accounts and hide zero balances
wealthgrabber list --not-liquid --no-show-zero

Transactions

List Activities

View activities and transactions for your accounts.

wealthgrabber activities

Options:

• --account/-a ACCOUNT_NUMBER: Filter by account number (e.g., 'TFSA-001').
• --dividends/-d: Show only dividend transactions.
• --limit/-n N: Maximum number of activities per account (default: 50).
• --format/-f {table,json,csv}: Output format (default: table).

Examples:

# View recent activities as table (default)
wealthgrabber activities

# View only dividend transactions in JSON format
wealthgrabber activities --dividends --format json

# View last 100 activities from a specific account
wealthgrabber activities --account TFSA-001 --limit 100

# Export activities to CSV
wealthgrabber activities --format csv > activities.csv

Investments

List Asset Positions

View all asset positions across your accounts with profit/loss tracking.

wealthgrabber assets

Options:

• --account/-a ACCOUNT_NUMBER: Filter by account number (e.g., 'TFSA-001').
• --by-account/-b: Show positions grouped by account instead of aggregated.
• --format/-f {table,json,csv}: Output format (default: table).

Examples:

# View all positions aggregated (default)
wealthgrabber assets

# View positions grouped by account
wealthgrabber assets --by-account

# View positions for a specific account in JSON format
wealthgrabber assets --account TFSA-001 --format json

# Export all positions to CSV
wealthgrabber assets --format csv > positions.csv

Output Formats

Table Format (Default)

Human-readable ASCII tables with formatting, alignment, and totals where applicable.

JSON Format

Structured JSON output suitable for programmatic processing.

CSV Format

Comma-separated values for import into spreadsheets or other tools.

Development

If you are an AI assistant or a developer looking to contribute, please refer to CLAUDE.md for detailed guidelines.